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 |
|---|---|---|---|---|---|---|---|
|
Oct 20, 2025
Q3 2025
|
Merit Financial Group, LLC
|
SELL
|
- |
-767- 15.95% |
$41.1K - $42.9K
|
4.04K
$227K
|
|
|
Oct 20, 2025
Q3 2025
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
124+ 1.01% |
$6.65K - $6.94K
|
12.4K
$696K
|
|
|
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
|
|
|
Oct 16, 2025
Q3 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-400- 1.66% |
$21.4K - $22.4K
|
23.6K
$1.32M
|
|
|
Oct 16, 2025
Q3 2025
|
Hbw Advisory Services LLC
|
SELL
|
- |
-323- 4.91% |
$17.3K - $18.1K
|
6.25K
$350K
|
|
|
Oct 15, 2025
Q3 2025
|
Brookstone Capital Management
|
SELL
|
- |
-266- 2.96% |
$14.3K - $14.9K
|
8.74K
$490K
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
BUY
|
- |
23.2K+ 12.65% |
$1.25M - $1.3M
|
207K
$11.6M
|
|
|
Oct 15, 2025
Q3 2025
|
Founders Financial Securities LLC
|
BUY
|
- |
4.2K+ 25.23% |
$225K - $235K
|
20.8K
$1.17M
|
|
|
Oct 14, 2025
Q3 2025
|
Sloy Dahl & Holst, LLC
|
BUY
|
- |
3.63KNew |
$195K - $203K
|
3.63K
$203K
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-4.14K- 33.82% |
$222K - $232K
|
8.1K
$454K
|
|
|
Oct 14, 2025
Q3 2025
|
Mc Carthy & Cox
Marysville, OH |
SELL
|
- |
-1K- 3.27% |
$53.6K - $56K
|
29.6K
$1.66M
|
|
|
Oct 09, 2025
Q3 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-100- 9.17% |
$5.36K - $5.6K
|
990
$55.5K
|
|
|
Oct 09, 2025
Q3 2025
|
Legacy Solutions, LLC
Kennett Square, PA |
SELL
|
- |
-965- 9.02% |
$51.7K - $54K
|
9.73K
$546K
|
|
|
Oct 09, 2025
Q3 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
4.12K+ 12.05% |
$221K - $230K
|
38.3K
$2.15M
|
|
|
Oct 07, 2025
Q3 2025
|
Ignite Planners, LLC
|
BUY
|
- |
225+ 4.98% |
$12.1K - $12.6K
|
4.75K
$266K
|
|
| Q2 2025 | |||||||
|
Nov 21, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
9.37K+ 126.49% |
$431K - $503K
|
16.8K
$940K
|
|
|
Aug 29, 2025
Q2 2025
|
Centaurus Financial, Inc.
|
BUY
|
- |
525+ 3.73% |
$24.2K - $28.2K
|
14.6K
$818K
|
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-59- 42.14% |
$2.72K - $3.17K
|
81
$4.54K
|
|
|
Aug 14, 2025
Q2 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
4.43K+ 7.88% |
$204K - $238K
|
60.6K
$3.4M
|
|
|
Aug 14, 2025
Q2 2025
|
Lm Advisors LLC
San Diego, CA |
BUY
|
- |
38.7K+ 700.76% |
$1.78M - $2.08M
|
44.2K
$2.48M
|
|
|
Aug 14, 2025
Q2 2025
|
Icon Wealth Advisors, LLC
Houston, TX |
SELL
|
- |
-2.48K- 35.56% |
$114K - $133K
|
4.49K
$252K
|
|
|
Aug 13, 2025
Q2 2025
|
Barclays PLC
London, X0 |
SELL
|
- |
-317- 10.95% |
$14.6K - $17K
|
2.58K
$144K
|
|
|
Aug 12, 2025
Q2 2025
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
2.84KNew |
$131K - $152K
|
2.84K
$159K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 11, 2025
Q2 2025
|
United Advisor Group, LLC
Cincinnati, OH |
SELL
|
- |
-108- 1.29% |
$4.97K - $5.8K
|
8.26K
$463K
|
|
|
Aug 08, 2025
Q2 2025
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
SELL
|
- |
-1.87K- 5.02% |
$86.1K - $100K
|
35.4K
$1.98M
|
|
|
Aug 04, 2025
Q2 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
4.71KNew |
$217K - $253K
|
4.71K
$264K
|
|
|
Aug 01, 2025
Q2 2025
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
1.98K+ 37.36% |
$91.2K - $106K
|
7.28K
$408K
|
|
|
Jul 30, 2025
Q2 2025
|
Wespac Advisors So Cal, LLC
|
SELL
|
- |
-2K- 29.39% |
$92.1K - $107K
|
4.81K
$269K
|
|
|
Jul 28, 2025
Q2 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
851+ 9.01% |
$39.2K - $45.7K
|
10.3K
$577K
|
|
|
Jul 24, 2025
Q2 2025
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
939+ 3.51% |
$43.2K - $50.4K
|
27.7K
$1.55M
|
|
|
Jul 15, 2025
Q2 2025
|
Armis Advisers, LLC
Atlanta, GA |
SELL
|
- |
-2.23K- 3.72% |
$102K - $119K
|
57.7K
$3.23M
|
|
| Q1 2025 | |||||||
|
May 15, 2025
Q1 2025
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
BUY
|
- |
6.88KNew |
$340K - $365K
|
6.88K
$386K
|
|
|
May 15, 2025
Q1 2025
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
4.53KNew |
$223K - $240K
|
4.53K
$254K
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
17KNew |
$839K - $902K
|
17K
$953K
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
254+ 4.21% |
$12.5K - $13.5K
|
6.29K
$353K
|
|
|
May 15, 2025
Q1 2025
|
Old Mission Capital LLC
|
BUY
|
- |
32.4KNew |
$1.6M - $1.72M
|
32.4K
$1.82M
|
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-92K- 79.17% |
$4.54M - $4.88M
|
24.2K
$1.36M
|
|
|
May 14, 2025
Q1 2025
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
243New |
$12K - $12.9K
|
243
$13.6K
|
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-14.5K- 77.56% |
$715K - $769K
|
4.19K
$235K
|
|
|
May 13, 2025
Q1 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-829- 16.16% |
$40.9K - $44K
|
4.3K
$241K
|
|
|
May 13, 2025
Q1 2025
|
Hanlon Investment Management, Inc.
|
BUY
|
- |
745+ 10.12% |
$36.8K - $39.5K
|
8.1K
$454K
|
|
|
May 08, 2025
Q1 2025
|
North Rock Partners, LLC
|
BUY
|
- |
1.4KNew |
$69.1K - $74.3K
|
1.4K
$78.5K
|
|
|
May 07, 2025
Q1 2025
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
400New |
$19.7K - $21.2K
|
400
$22.4K
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-12.7K- 29.99% |
$626K - $674K
|
29.6K
$1.66M
|
|
|
Apr 22, 2025
Q1 2025
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
2.25K+ 26.45% |
$111K - $119K
|
10.7K
$602K
|
|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
1.5KNew |
$73.8K - $79.4K
|
1.5K
$83.8K
|
|
| Q4 2024 | |||||||
|
Mar 05, 2025
Q4 2024
|
Plotkin Financial Advisors, LLC
Chevy Chase, MD |
SELL
|
- |
-16- 0.15% |
$801 - $838
|
10.5K
$589K
|
|
|
Feb 28, 2025
Q4 2024
|
Park Square Financial Group, LLC
Roswell, GA |
BUY
|
- |
493New |
$24.7K - $25.8K
|
493
$27.6K
|
|
|
Feb 14, 2025
Q4 2024
|
First Heartland Consultants, Inc.
|
BUY
|
- |
53+ 1.24% |
$2.65K - $2.77K
|
4.34K
$243K
|
|