Latest Institutional Transactions on First Tr Ex Trd Viii Cboe Vest (FJUN)
This table provides information on the latest institutional transactions involving First Tr Ex Trd Viii Cboe Vest (FJUN) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 12, 2025
Q3 2025
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-6.42K- 26.61% |
$344K - $359K
|
17.7K
$993K
|
|
|
Nov 10, 2025
Q3 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
1.86KNew |
$99.6K - $104K
|
1.86K
$104K
|
|
|
Nov 10, 2025
Q3 2025
|
Novem Group
Rochester, NY |
SELL
|
- |
-180- 1.23% |
$9.65K - $10.1K
|
14.5K
$813K
|
|
|
Nov 10, 2025
Q3 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
29+ 0.36% |
$1.55K - $1.62K
|
7.98K
$447K
|
|
|
Nov 10, 2025
Q3 2025
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-368- 4.74% |
$19.7K - $20.6K
|
7.4K
$415K
|
|
|
Nov 10, 2025
Q3 2025
|
Quantum Private Wealth, LLC
Lake Forest, IL |
BUY
|
- |
3.6KNew |
$193K - $201K
|
3.6K
$202K
|
|
|
Nov 07, 2025
Q3 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
4.27K+ 275.02% |
$229K - $239K
|
5.82K
$326K
|
|
|
Nov 07, 2025
Q3 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
1.2K+ 12.67% |
$64.1K - $66.9K
|
10.6K
$596K
|
|
|
Nov 07, 2025
Q3 2025
|
Lion Street Advisors, LLC
|
BUY
|
- |
23.1KNew |
$1.24M - $1.29M
|
23.1K
$1.29M
|
|
|
Nov 06, 2025
Q3 2025
|
Assetmark, Inc
|
BUY
|
- |
23.8K+ 13.87% |
$1.28M - $1.33M
|
195K
$10.9M
|
|
|
Nov 06, 2025
Q3 2025
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-25.3K- 21.81% |
$1.36M - $1.41M
|
90.6K
$5.08M
|
|
|
Nov 06, 2025
Q3 2025
|
Integrity Financial Corp
|
BUY
|
- |
3.08K+ 9.27% |
$165K - $172K
|
36.3K
$2.03M
|
|
|
Nov 06, 2025
Q3 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-5.44K- 30.01% |
$292K - $304K
|
12.7K
$711K
|
|
|
Nov 06, 2025
Q3 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
7.45KNew |
$399K - $417K
|
7.45K
$417K
|
|
|
Nov 05, 2025
Q3 2025
|
Reap Financial Group, LLC
Austin, TX |
BUY
|
- |
2.01K+ 3.16% |
$108K - $113K
|
65.8K
$3.69M
|
|
|
Nov 05, 2025
Q3 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
2.27K+ 26.52% |
$121K - $127K
|
10.8K
$606K
|
|
|
Nov 05, 2025
Q3 2025
|
Financial Guidance Group, Inc.
|
SELL
|
- |
-2.46K- 3.42% |
$132K - $137K
|
69.4K
$3.89M
|
|
|
Nov 04, 2025
Q3 2025
|
Buck Wealth Strategies, LLC
Denver, CO |
SELL
|
- |
-595- 11.68% |
$31.9K - $33.3K
|
4.5K
$252K
|
|
|
Nov 04, 2025
Q3 2025
|
Holistic Planning, LLC
Nacogdoches, TX |
BUY
|
- |
541+ 7.45% |
$29K - $30.3K
|
7.8K
$437K
|
|
|
Nov 04, 2025
Q3 2025
|
Tfb Advisors LLC
Overland Park, KS |
SELL
|
- |
-95- 0.61% |
$5.09K - $5.32K
|
15.5K
$868K
|
|
|
Nov 04, 2025
Q3 2025
|
Grantvest Financial Group LLC
Matawan, NJ |
BUY
|
- |
1.33K+ 11.22% |
$71.2K - $74.2K
|
13.2K
$737K
|
|
|
Nov 04, 2025
Q3 2025
|
Money Concepts Capital Corp
|
SELL
|
- |
-110- 1.71% |
$5.9K - $6.15K
|
6.31K
$354K
|
|
|
Nov 04, 2025
Q3 2025
|
Valtinson Bruner Financial Planning LLC
|
SELL
|
- |
-3- -0.0% |
$161 - $168
|
67K
$3.75M
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
197K+ 74.1% |
$10.5M - $11M
|
462K
$25.9M
|
|
|
Nov 03, 2025
Q3 2025
|
Truist Financial Corp
|
SELL
|
- |
-820- 2.58% |
$44K - $45.9K
|
31K
$1.74M
|
|
|
Nov 03, 2025
Q3 2025
|
Arbor Capital Management Inc
Anchorage, AK |
BUY
|
- |
726+ 16.62% |
$38.9K - $40.6K
|
5.09K
$285K
|
|
|
Nov 03, 2025
Q3 2025
|
Archer Investment Corp
|
SELL
|
- |
-93- 0.96% |
$4.99K - $5.2K
|
9.59K
$537K
|
|
|
Nov 03, 2025
Q3 2025
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-911- 2.16% |
$48.8K - $51K
|
41.2K
$2.31M
|
|
|
Nov 03, 2025
Q3 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-140- 2.77% |
$7.51K - $7.83K
|
4.91K
$275K
|
|
|
Oct 31, 2025
Q3 2025
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
425+ 4.96% |
$22.8K - $23.8K
|
9K
$504K
|
|
|
Oct 30, 2025
Q3 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
4.2K+ 53.5% |
$225K - $235K
|
12K
$675K
|
|
|
Oct 29, 2025
Q3 2025
|
Family Wealth Group, LLC
Lexington, KY |
BUY
|
- |
3.28K+ 7.46% |
$176K - $183K
|
47.2K
$2.65M
|
|
|
Oct 29, 2025
Q3 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
17.6K+ 70.03% |
$944K - $985K
|
42.7K
$2.39M
|
|
|
Oct 27, 2025
Q3 2025
|
Allen Capital Group, LLC
|
BUY
|
- |
3.77KNew |
$202K - $211K
|
3.77K
$211K
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
2.82K+ 10.32% |
$151K - $158K
|
30.1K
$1.69M
|
|
|
Oct 27, 2025
Q3 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
1.07K+ 14.73% |
$57.3K - $59.8K
|
8.32K
$466K
|
|
|
Oct 27, 2025
Q3 2025
|
Financial Network Wealth Advisors LLC
Murray, UT |
SELL
|
- |
-310- 31.99% |
$16.6K - $17.3K
|
659
$36.9K
|
|
|
Oct 27, 2025
Q3 2025
|
Stephens Inc
|
SELL
|
- |
-2.68K- 2.36% |
$144K - $150K
|
111K
$6.21M
|
|
|
Oct 27, 2025
Q3 2025
|
Avantra Family Wealth, Inc.
Mechanicsburg, PA |
SELL
|
- |
-27.3K- 29.36% |
$1.47M - $1.53M
|
65.8K
$3.69M
|
|
|
Oct 24, 2025
Q3 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
2+ 0.01% |
$107 - $112
|
17K
$951K
|
|
|
Oct 24, 2025
Q3 2025
|
Citizens Financial Group Inc
|
BUY
|
- |
612+ 2.33% |
$32.8K - $34.2K
|
26.9K
$1.51M
|
|
|
Oct 23, 2025
Q3 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-964- 16.98% |
$51.7K - $53.9K
|
4.71K
$264K
|
|
|
Oct 23, 2025
Q3 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-18.9K- 62.44% |
$1.01M - $1.06M
|
11.4K
$638K
|
|
|
Oct 22, 2025
Q3 2025
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-1.03K- 0.5% |
$55.1K - $57.5K
|
203K
$11.4M
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
95+ 0.03% |
$5.09K - $5.32K
|
340K
$19.1M
|
|
|
Oct 22, 2025
Q3 2025
|
Echo Wealth Management, LLC
|
BUY
|
- |
195+ 2.55% |
$10.5K - $10.9K
|
7.85K
$440K
|
|
|
Oct 22, 2025
Q3 2025
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
831+ 2.29% |
$44.6K - $46.5K
|
37K
$2.08M
|
|
|
Oct 21, 2025
Q3 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-3- 3.13% |
$161 - $168
|
93
$5.21K
|
|
|
Oct 21, 2025
Q3 2025
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
1.74K+ 8.62% |
$93.2K - $97.3K
|
21.9K
$1.23M
|
|
|
Oct 20, 2025
Q3 2025
|
Merit Financial Group, LLC
|
SELL
|
- |
-767- 15.95% |
$41.1K - $42.9K
|
4.04K
$227K
|
|