Latest Institutional Purchases of First Tr Ex Trd Viii Cboe Vest (FJUN)
This list provides information on the latest institutional transactions involving First Tr Ex Trd Viii Cboe Vest (FJUN) stock that were buys. 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 purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
84+ 0.82% |
$4.21K - $4.4K
|
10.3K
$502K
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
57+ 1.9% |
$2.85K - $2.98K
|
3.05K
$148K
|
|
|
Feb 14, 2025
Q4 2024
|
First Heartland Consultants, Inc.
|
BUY
|
- |
53+ 1.24% |
$2.65K - $2.77K
|
4.34K
$211K
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
43+ 0.23% |
$2.15K - $2.25K
|
18.5K
$900K
|
|
|
Jan 10, 2025
Q4 2024
|
Hbw Advisory Services LLC
|
BUY
|
- |
34+ 0.47% |
$1.7K - $1.78K
|
7.33K
$357K
|
|
| Q3 2024 | |||||||
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
52.3K+ 30.83% |
$2.44M - $2.64M
|
222K
$10.8M
|
|
|
Oct 28, 2024
Q3 2024
|
Stephens Inc
|
BUY
|
- |
34.3K+ 43.07% |
$1.6M - $1.73M
|
114K
$5.54M
|
|
|
Apr 01, 2025
Q3 2024
|
Family Wealth Group, LLC
Lexington, KY |
BUY
|
- |
22.5K+ 200.13% |
$1.05M - $1.14M
|
33.7K
$1.64M
|
|
|
Nov 13, 2024
Q3 2024
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
15.3KNew |
$712K - $770K
|
15.3K
$741K
|
|
|
Oct 24, 2024
Q3 2024
|
Zimmermann Investment Management & Planning LLC
|
BUY
|
- |
7.46KNew |
$348K - $377K
|
7.46K
$362K
|
|
|
Nov 01, 2024
Q3 2024
|
Holistic Planning, LLC
Nacogdoches, TX |
BUY
|
- |
6.74KNew |
$315K - $341K
|
6.74K
$328K
|
|
|
Oct 04, 2024
Q3 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
6.63KNew |
$309K - $335K
|
6.63K
$322K
|
|
|
Nov 04, 2024
Q3 2024
|
Arbor Capital Management Inc
Anchorage, AK |
BUY
|
- |
6.11K+ 129.22% |
$285K - $309K
|
10.8K
$527K
|
|
|
Oct 03, 2024
Q3 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
5.02KNew |
$234K - $253K
|
5.02K
$244K
|
|
|
Nov 25, 2024
Q3 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
4.69KNew |
$219K - $237K
|
4.69K
$228K
|
|
|
Oct 28, 2024
Q3 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
4.18KNew |
$195K - $211K
|
4.18K
$203K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
2.12K+ 2.94% |
$99K - $107K
|
74.2K
$3.61M
|
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
1.72K+ 5.3% |
$80.3K - $86.9K
|
34.2K
$1.66M
|
|
|
Oct 30, 2024
Q3 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
1.03K+ 16.57% |
$48.1K - $52.1K
|
7.25K
$353K
|
|
|
Nov 07, 2024
Q3 2024
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
1KNew |
$46.7K - $50.5K
|
1K
$48.6K
|
|
|
Nov 12, 2024
Q3 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
829+ 19.28% |
$38.7K - $41.9K
|
5.13K
$249K
|
|
|
Nov 13, 2024
Q3 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
523+ 14.85% |
$24.4K - $26.4K
|
4.04K
$197K
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
180+ 0.58% |
$8.4K - $9.09K
|
31.4K
$1.52M
|
|
|
Nov 13, 2024
Q3 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
125+ 2.3% |
$5.83K - $6.32K
|
5.56K
$270K
|
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
14New |
$653 - $707
|
14
$681
|
|
| Q2 2024 | |||||||
|
Jul 15, 2024
Q2 2024
|
Ewg Elevate Inc.
|
BUY
|
- |
140KNew |
$6.39M - $6.77M
|
140K
$6.79M
|
|
|
Jul 19, 2024
Q2 2024
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
6.44KNew |
$294K - $312K
|
6.44K
$313K
|
|
|
Aug 02, 2024
Q2 2024
|
Money Concepts Capital Corp
|
BUY
|
- |
6.42KNew |
$294K - $311K
|
6.42K
$312K
|
|
|
Aug 12, 2024
Q2 2024
|
Summit Financial Wealth Advisors, LLC
|
BUY
|
- |
5.77KNew |
$264K - $280K
|
5.77K
$280K
|
|
|
Aug 14, 2024
Q2 2024
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
4.6KNew |
$210K - $223K
|
4.6K
$224K
|
|
|
Jul 31, 2024
Q2 2024
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
2.6KNew |
$119K - $126K
|
2.6K
$126K
|
|
|
Aug 09, 2024
Q2 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
2.38K+ 9.77% |
$109K - $115K
|
26.7K
$1.3M
|
|
|
Aug 02, 2024
Q2 2024
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
1.67K+ 21.13% |
$76.3K - $80.8K
|
9.56K
$465K
|
|
|
Jul 25, 2024
Q2 2024
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
1.46K+ 10.36% |
$66.5K - $70.5K
|
15.5K
$754K
|
|
|
Aug 13, 2024
Q2 2024
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
164New |
$7.5K - $7.95K
|
164
$7.97K
|
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
91New |
$4.16K - $4.41K
|
91
$4.42K
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
29New |
$1.33K - $1.41K
|
29
$1.41K
|
|
| Q1 2024 | |||||||
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
16K+ 23.68% |
$695K - $751K
|
83.4K
$4.05M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
4.3K+ 5.71% |
$187K - $202K
|
79.6K
$3.87M
|
|
|
Jul 03, 2024
Q1 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
4KNew |
$174K - $188K
|
4K
$194K
|
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
612New |
$26.6K - $28.8K
|
612
$29.7K
|
|
|
Apr 15, 2024
Q1 2024
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
131New |
$5.7K - $6.16K
|
131
$6.37K
|
|
|
May 09, 2024
Q1 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
58New |
$2.52K - $2.73K
|
58
$2.82K
|
|
| Q4 2023 | |||||||
|
Jan 16, 2024
Q4 2023
|
Mason & Associates Inc
|
BUY
|
- |
1.49MNew |
$58.5M - $65.6M
|
1.49M
$72.2M
|
|
|
Feb 08, 2024
Q4 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
73.6KNew |
$2.9M - $3.25M
|
73.6K
$3.58M
|
|
|
Feb 14, 2024
Q4 2023
|
Old Mission Capital LLC
|
BUY
|
- |
69.2K+ 337.45% |
$2.73M - $3.06M
|
89.8K
$4.36M
|
|
|
Feb 14, 2024
Q4 2023
|
Prospera Financial Services Inc
|
BUY
|
- |
24.6KNew |
$968K - $1.08M
|
24.6K
$1.19M
|
|
|
Jan 12, 2024
Q4 2023
|
Advisor Resource Council
|
BUY
|
- |
17.2KNew |
$677K - $759K
|
17.2K
$835K
|
|
|
Jan 26, 2024
Q4 2023
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
1.53KNew |
$60.1K - $67.4K
|
1.53K
$74.2K
|
|
| Q3 2023 | |||||||
|
Nov 07, 2023
Q3 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
28.6KNew |
$1.16M - $1.21M
|
28.6K
$1.39M
|
|