Purchases and Sales Made in Q3 2025 in First Tr Ex Trd Viii Cboe Vest (FJUN)
This table provides information about the institutional ownership of First Tr Ex Trd Viii Cboe Vest (FJUN) during Q3 2025. The information is specifically focused on institutions that hold shares of FIRST TR EX-TRD VIII CBOE VEST.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Oct 22, 2025
Q3 2025
|
Echo Wealth Management, LLC
|
BUY
|
- |
195+ 2.55% |
$10.5K - $10.9K
|
7.85K
$440K
|
|
|
Nov 14, 2025
Q3 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
170+ 3.57% |
$9.12K - $9.51K
|
4.93K
$276K
|
|
|
Oct 20, 2025
Q3 2025
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
124+ 1.01% |
$6.65K - $6.94K
|
12.4K
$696K
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
95+ 0.03% |
$5.09K - $5.32K
|
340K
$19.1M
|
|
|
Jan 13, 2026
Q3 2025
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
69+ 1.47% |
$3.7K - $3.86K
|
4.76K
$267K
|
|
|
Nov 10, 2025
Q3 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
29+ 0.36% |
$1.55K - $1.62K
|
7.98K
$447K
|
|
|
Nov 14, 2025
Q3 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
22+ 0.32% |
$1.18K - $1.23K
|
6.86K
$385K
|
|
|
Oct 24, 2025
Q3 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
2+ 0.01% |
$107 - $112
|
17K
$951K
|
|
|
Nov 04, 2025
Q3 2025
|
Valtinson Bruner Financial Planning LLC
|
SELL
|
- |
-3- -0.0% |
$161 - $168
|
67K
$3.75M
|
|
|
Oct 21, 2025
Q3 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-3- 3.13% |
$161 - $168
|
93
$5.21K
|
|
|
Oct 20, 2025
Q3 2025
|
Chris Bulman Inc
Roseville, CA |
SELL
|
- |
-26- 0.59% |
$1.39K - $1.45K
|
4.41K
$247K
|
|
|
Nov 13, 2025
Q3 2025
|
Comerica Bank
|
SELL
|
- |
-42- 9.84% |
$2.25K - $2.35K
|
385
$21.6K
|
|
|
Nov 14, 2025
Q3 2025
|
Prosperity Consulting Group, LLC
|
SELL
|
- |
-50- 0.24% |
$2.68K - $2.8K
|
20.6K
$1.15M
|
|
|
Nov 17, 2025
Q3 2025
|
Camelot Portfolios, LLC
|
SELL
|
- |
-56- 0.29% |
$3K - $3.13K
|
18.9K
$1.06M
|
|
|
Jan 06, 2026
Q3 2025
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-69- 1.45% |
$3.7K - $3.86K
|
4.69K
$263K
|
|
|
Nov 03, 2025
Q3 2025
|
Archer Investment Corp
|
SELL
|
- |
-93- 0.96% |
$4.99K - $5.2K
|
9.59K
$537K
|
|
|
Nov 04, 2025
Q3 2025
|
Tfb Advisors LLC
Overland Park, KS |
SELL
|
- |
-95- 0.61% |
$5.09K - $5.32K
|
15.5K
$868K
|
|
|
Oct 09, 2025
Q3 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-100- 9.17% |
$5.36K - $5.6K
|
990
$55.5K
|
|
|
Nov 04, 2025
Q3 2025
|
Money Concepts Capital Corp
|
SELL
|
- |
-110- 1.71% |
$5.9K - $6.15K
|
6.31K
$354K
|
|
|
Nov 03, 2025
Q3 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-140- 2.77% |
$7.51K - $7.83K
|
4.91K
$275K
|
|
|
Nov 10, 2025
Q3 2025
|
Novem Group
Rochester, NY |
SELL
|
- |
-180- 1.23% |
$9.65K - $10.1K
|
14.5K
$813K
|
|
|
Nov 14, 2025
Q3 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-209- 2.67% |
$11.2K - $11.7K
|
7.61K
$426K
|
|
|
Nov 12, 2025
Q3 2025
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-216- 5.26% |
$11.6K - $12.1K
|
3.89K
$218K
|
|
|
Oct 15, 2025
Q3 2025
|
Brookstone Capital Management
|
SELL
|
- |
-266- 2.96% |
$14.3K - $14.9K
|
8.74K
$490K
|
|
|
Nov 12, 2025
Q3 2025
|
Anfield Capital Management, LLC
Newport Beach, CA |
SELL
|
- |
-293- 17.38% |
$15.7K - $16.4K
|
1.39K
$78.1K
|
|
|
Oct 27, 2025
Q3 2025
|
Financial Network Wealth Advisors LLC
Murray, UT |
SELL
|
- |
-310- 31.99% |
$16.6K - $17.3K
|
659
$36.9K
|
|
|
Oct 16, 2025
Q3 2025
|
Hbw Advisory Services LLC
|
SELL
|
- |
-323- 4.91% |
$17.3K - $18.1K
|
6.25K
$350K
|
|
|
Nov 10, 2025
Q3 2025
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-368- 4.74% |
$19.7K - $20.6K
|
7.4K
$415K
|
|
|
Oct 16, 2025
Q3 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-400- 1.66% |
$21.4K - $22.4K
|
23.6K
$1.32M
|
|
|
Nov 14, 2025
Q3 2025
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-545- 1.95% |
$29.2K - $30.5K
|
27.3K
$1.53M
|
|
|
Nov 19, 2025
Q3 2025
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-568- 5.83% |
$30.5K - $31.8K
|
9.18K
$515K
|
|
|
Oct 17, 2025
Q3 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-574- 1.7% |
$30.8K - $32.1K
|
33.1K
$1.86M
|
|
|
Nov 04, 2025
Q3 2025
|
Buck Wealth Strategies, LLC
Denver, CO |
SELL
|
- |
-595- 11.68% |
$31.9K - $33.3K
|
4.5K
$252K
|
|
|
Oct 20, 2025
Q3 2025
|
Merit Financial Group, LLC
|
SELL
|
- |
-767- 15.95% |
$41.1K - $42.9K
|
4.04K
$227K
|
|
|
Nov 03, 2025
Q3 2025
|
Truist Financial Corp
|
SELL
|
- |
-820- 2.58% |
$44K - $45.9K
|
31K
$1.74M
|
|
|
Nov 14, 2025
Q3 2025
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-821- 16.53% |
$44K - $45.9K
|
4.15K
$232K
|
|
|
Nov 03, 2025
Q3 2025
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-911- 2.16% |
$48.8K - $51K
|
41.2K
$2.31M
|
|
|
Nov 12, 2025
Q3 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-953- 2.09% |
$51.1K - $53.3K
|
44.7K
$2.51M
|
|
|
Oct 23, 2025
Q3 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-964- 16.98% |
$51.7K - $53.9K
|
4.71K
$264K
|
|
|
Oct 09, 2025
Q3 2025
|
Legacy Solutions, LLC
Kennett Square, PA |
SELL
|
- |
-965- 9.02% |
$51.7K - $54K
|
9.73K
$546K
|
|
|
Oct 14, 2025
Q3 2025
|
Mc Carthy & Cox
Marysville, OH |
SELL
|
- |
-1K- 3.27% |
$53.6K - $56K
|
29.6K
$1.66M
|
|
|
Oct 22, 2025
Q3 2025
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-1.03K- 0.5% |
$55.1K - $57.5K
|
203K
$11.4M
|
|
|
Nov 13, 2025
Q3 2025
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-1.26K- 11.63% |
$67.8K - $70.7K
|
9.6K
$538K
|
|
|
Dec 02, 2025
Q3 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-1.35K- 12.2% |
$72.6K - $75.8K
|
9.74K
$546K
|
|
|
Nov 14, 2025
Q3 2025
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-1.48K- 5.83% |
$79.1K - $82.6K
|
23.8K
$1.34M
|
|
|
Nov 14, 2025
Q3 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-1.57K- 7.97% |
$84.1K - $87.7K
|
18.1K
$1.02M
|
|
|
Oct 06, 2025
Q3 2025
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-1.67K- 2.6% |
$89.4K - $93.3K
|
62.5K
$3.5M
|
|
|
Nov 12, 2025
Q3 2025
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-1.67K- 8.58% |
$89.5K - $93.4K
|
17.8K
$998K
|
|
|
Nov 05, 2025
Q3 2025
|
Financial Guidance Group, Inc.
|
SELL
|
- |
-2.46K- 3.42% |
$132K - $137K
|
69.4K
$3.89M
|
|
|
Nov 12, 2025
Q3 2025
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-2.46K- 3.42% |
$132K - $137K
|
69.5K
$3.89M
|
|