Latest Institutional Sells of First Exc Trd Viii Cboe Vest U (FJAN)
This list provides information on the latest institutional transactions involving First Exc Trd Viii Cboe Vest U (FJAN) stock that were sells. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the sale has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2024
Q3 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
SELL
|
- |
-220- 9.72% |
N/A
|
2.04K
$0
|
|
|
Nov 06, 2024
Q3 2024
|
Archer Investment Corp
|
SELL
|
- |
-168- 1.61% |
N/A
|
10.3K
$0
|
|
|
Nov 14, 2024
Q3 2024
|
Family Wealth Group, LLC
Lexington, KY |
SELL
|
- |
-131- 1.01% |
N/A
|
12.8K
$0
|
|
|
Nov 13, 2024
Q3 2024
|
Truist Financial Corp
|
SELL
|
- |
-122- 0.49% |
N/A
|
24.9K
$0
|
|
|
Nov 14, 2024
Q3 2024
|
Ambassador Advisors, LLC
Lancaster, PA |
SELL
|
- |
-112- 1.14% |
N/A
|
9.73K
$0
|
|
|
Nov 13, 2024
Q3 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-100- 7.41% |
N/A
|
1.25K
$0
|
|
|
Nov 12, 2024
Q3 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
SELL
|
- |
-99- 1.83% |
N/A
|
5.32K
$0
|
|
|
Nov 12, 2024
Q3 2024
|
Centaurus Financial, Inc.
|
SELL
|
- |
-88- 0.75% |
N/A
|
11.7K
$0
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-72- 0.31% |
N/A
|
23.1K
$0
|
|
|
Nov 04, 2024
Q3 2024
|
Arbor Capital Management Inc
Anchorage, AK |
SELL
|
- |
-52- 0.85% |
N/A
|
6.06K
$0
|
|
|
Oct 28, 2024
Q3 2024
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-33- 0.28% |
N/A
|
11.8K
$0
|
|
|
Nov 15, 2024
Q3 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-13- 0.23% |
N/A
|
5.74K
$0
|
|
| Q2 2024 | |||||||
|
Aug 09, 2024
Q2 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-81.1K- 94.01% |
N/A
|
5.16K
$0
|
|
|
Aug 13, 2024
Q2 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-29.9K- 4.21% |
N/A
|
681K
$0
|
|
|
Jul 16, 2024
Q2 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-1.32K- 11.5% |
N/A
|
10.2K
$0
|
|
|
Aug 13, 2024
Q2 2024
|
Advisory Services Network, LLC
|
SELL
|
- |
-1.26K- 1.28% |
N/A
|
97.4K
$0
|
|
|
Aug 15, 2024
Q2 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-1.09K- 1.78% |
N/A
|
60.2K
$0
|
|
|
Nov 14, 2024
Q2 2024
|
Plotkin Financial Advisors, LLC
Chevy Chase, MD |
SELL
|
- |
-696- 0.85% |
N/A
|
80.8K
$0
|
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-694- 6.48% |
N/A
|
10K
$0
|
|
|
Jul 23, 2024
Q2 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-405- 22.13% |
N/A
|
1.43K
$0
|
|
|
Aug 08, 2024
Q2 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-158- 2.2% |
N/A
|
7.03K
$0
|
|
|
Jul 11, 2024
Q2 2024
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-125- 1.1% |
N/A
|
11.3K
$0
|
|
|
Aug 08, 2024
Q2 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-80- 0.5% |
N/A
|
15.8K
$0
|
|
| Q1 2024 | |||||||
|
Dec 26, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-33.1K- 93.46% |
N/A
|
2.32K
$0
|
|
|
May 15, 2024
Q1 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-3.37KClosed |
N/A
|
0
$0
|
|
|
May 13, 2024
Q1 2024
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
SELL
|
- |
-3.23K- 97.41% |
N/A
|
86
$0
|
|
|
May 14, 2024
Q1 2024
|
Scotia Capital Inc.
|
SELL
|
- |
-230- 1.85% |
N/A
|
12.2K
$0
|
|
| Q4 2023 | |||||||
|
Jan 03, 2024
Q4 2023
|
Eisner Amper Wealth Management Corporate Benefits, LLC
Iselin, NJ |
SELL
|
- |
-7.38K- 6.31% |
N/A
|
110K
$0
|
|
|
Jan 10, 2024
Q4 2023
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-430- 1.55% |
N/A
|
27.4K
$0
|
|
|
Feb 13, 2024
Q4 2023
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-390- 20.63% |
N/A
|
1.5K
$0
|
|
| Q3 2023 | |||||||
|
Nov 13, 2023
Q3 2023
|
Truadvice, LLC
Sarasota, FL |
SELL
|
- |
-4.49K- 4.04% |
N/A
|
107K
$0
|
|
|
Oct 17, 2023
Q3 2023
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
SELL
|
- |
-4.01K- 37.83% |
N/A
|
6.6K
$0
|
|
|
Nov 08, 2023
Q3 2023
|
Spire Wealth Management
|
SELL
|
- |
-750- 61.22% |
N/A
|
475
$0
|
|
|
Oct 18, 2023
Q3 2023
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-495- 5.35% |
N/A
|
8.75K
$0
|
|
| Q2 2023 | |||||||
|
Jul 28, 2023
Q2 2023
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-30- 1.58% |
N/A
|
1.87K
$0
|
|
| Q1 2023 | |||||||
|
Apr 11, 2023
Q1 2023
|
Sage Capital Advisors,Llc
|
SELL
|
- |
-1.37K- 16.52% |
N/A
|
6.92K
$0
|
|
|
Apr 28, 2023
Q1 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-100- 9.09% |
N/A
|
1K
$0
|
|
| Q2 2022 | |||||||
|
Jul 11, 2022
Q2 2022
|
S.C. Financial Services, Inc.
|
SELL
|
- |
-6.03KClosed |
N/A
|
0
$0
|
|
| Q1 2022 | |||||||
|
May 06, 2022
Q1 2022
|
Curi Wealth Management, LLC
|
SELL
|
- |
-193Closed |
N/A
|
0
$0
|
|
| Q4 2021 | |||||||
|
Feb 09, 2022
Q4 2021
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-10.1KClosed |
N/A
|
0
$0
|
|
| Q3 2021 | |||||||
|
Nov 15, 2021
Q3 2021
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-46KClosed |
N/A
|
0
$0
|
|
| Q2 2021 | |||||||
|
Aug 10, 2021
Q2 2021
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-52.7KClosed |
N/A
|
0
$0
|
|
|
Aug 13, 2021
Q2 2021
|
3 D/L Capital Management, LLC
|
SELL
|
- |
-23.1KClosed |
N/A
|
0
$0
|
|
|
Aug 03, 2021
Q2 2021
|
Sheets Smith Wealth Management
|
SELL
|
- |
-10.8KClosed |
N/A
|
0
$0
|
|
|
Jul 08, 2021
Q2 2021
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-500Closed |
N/A
|
0
$0
|
|
|
Aug 13, 2021
Q2 2021
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-314Closed |
N/A
|
0
$0
|
|