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 |
|---|---|---|---|---|---|---|---|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
197K+ 74.1% |
$10.5M - $11M
|
462K
$25.9M
|
|
|
Nov 13, 2025
Q3 2025
|
Quartz Partners, LLC
Saratoga Springs, NY |
BUY
|
- |
30.4KNew |
$1.63M - $1.7M
|
30.4K
$1.7M
|
|
|
Nov 13, 2025
Q3 2025
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
28.4K+ 23.08% |
$1.52M - $1.59M
|
151K
$8.49M
|
|
|
Nov 14, 2025
Q3 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
26.7K+ 16.32% |
$1.43M - $1.49M
|
190K
$10.6M
|
|
|
Nov 06, 2025
Q3 2025
|
Assetmark, Inc
|
BUY
|
- |
23.8K+ 13.87% |
$1.28M - $1.33M
|
195K
$10.9M
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
BUY
|
- |
23.2K+ 12.65% |
$1.25M - $1.3M
|
207K
$11.6M
|
|
|
Nov 07, 2025
Q3 2025
|
Lion Street Advisors, LLC
|
BUY
|
- |
23.1KNew |
$1.24M - $1.29M
|
23.1K
$1.29M
|
|
|
Nov 13, 2025
Q3 2025
|
Leigh Baldwin & Co., LLC
Cazenovia, NY |
BUY
|
- |
22.3K+ 373.13% |
$1.19M - $1.25M
|
28.2K
$1.58M
|
|
|
Oct 29, 2025
Q3 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
17.6K+ 70.03% |
$944K - $985K
|
42.7K
$2.39M
|
|
|
Nov 14, 2025
Q3 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
12.7KNew |
$681K - $711K
|
12.7K
$712K
|
|
|
Nov 13, 2025
Q3 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
12.5K+ 11.17% |
$670K - $699K
|
124K
$6.97M
|
|
|
Nov 12, 2025
Q3 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
10.3K+ 10.63% |
$551K - $574K
|
107K
$5.99M
|
|
|
Nov 06, 2025
Q3 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
7.45KNew |
$399K - $417K
|
7.45K
$417K
|
|
|
Nov 14, 2025
Q3 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
6.95K+ 3.3% |
$373K - $389K
|
218K
$12.2M
|
|
|
Nov 14, 2025
Q3 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
6.69K+ 39.87% |
$358K - $374K
|
23.5K
$1.31M
|
|
|
Nov 14, 2025
Q3 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
6.63K+ 97.24% |
$355K - $371K
|
13.4K
$753K
|
|
|
Nov 12, 2025
Q3 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
4.81K+ 64.15% |
$258K - $269K
|
12.3K
$690K
|
|
|
Nov 07, 2025
Q3 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
4.27K+ 275.02% |
$229K - $239K
|
5.82K
$326K
|
|
|
Oct 30, 2025
Q3 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
4.2K+ 53.5% |
$225K - $235K
|
12K
$675K
|
|
|
Oct 15, 2025
Q3 2025
|
Founders Financial Securities LLC
|
BUY
|
- |
4.2K+ 25.23% |
$225K - $235K
|
20.8K
$1.17M
|
|
|
Nov 14, 2025
Q3 2025
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
4.2K+ 25.23% |
$225K - $235K
|
20.8K
$1.17M
|
|
|
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 27, 2025
Q3 2025
|
Allen Capital Group, LLC
|
BUY
|
- |
3.77KNew |
$202K - $211K
|
3.77K
$211K
|
|
|
Oct 14, 2025
Q3 2025
|
Sloy Dahl & Holst, LLC
|
BUY
|
- |
3.63KNew |
$195K - $203K
|
3.63K
$203K
|
|
|
Nov 10, 2025
Q3 2025
|
Quantum Private Wealth, LLC
Lake Forest, IL |
BUY
|
- |
3.6KNew |
$193K - $201K
|
3.6K
$202K
|
|
|
Oct 29, 2025
Q3 2025
|
Family Wealth Group, LLC
Lexington, KY |
BUY
|
- |
3.28K+ 7.46% |
$176K - $183K
|
47.2K
$2.65M
|
|
|
Nov 06, 2025
Q3 2025
|
Integrity Financial Corp
|
BUY
|
- |
3.08K+ 9.27% |
$165K - $172K
|
36.3K
$2.03M
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
2.82K+ 10.32% |
$151K - $158K
|
30.1K
$1.69M
|
|
|
Oct 23, 2025
Q3 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
2.56K+ 54.81% |
$137K - $143K
|
7.22K
$405K
|
|
|
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
|
Reap Financial Group, LLC
Austin, TX |
BUY
|
- |
2.01K+ 3.16% |
$108K - $113K
|
65.8K
$3.69M
|
|
|
Nov 10, 2025
Q3 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
1.86KNew |
$99.6K - $104K
|
1.86K
$104K
|
|
|
Nov 14, 2025
Q3 2025
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
1.86K+ 49.47% |
$99.5K - $104K
|
5.61K
$314K
|
|
|
Nov 19, 2025
Q3 2025
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
1.83K+ 3.09% |
$98.3K - $103K
|
61.2K
$3.43M
|
|
|
Oct 21, 2025
Q3 2025
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
1.74K+ 8.62% |
$93.2K - $97.3K
|
21.9K
$1.23M
|
|
|
Nov 04, 2025
Q3 2025
|
Grantvest Financial Group LLC
Matawan, NJ |
BUY
|
- |
1.33K+ 11.22% |
$71.2K - $74.2K
|
13.2K
$737K
|
|
|
Nov 07, 2025
Q3 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
1.2K+ 12.67% |
$64.1K - $66.9K
|
10.6K
$596K
|
|
|
Oct 27, 2025
Q3 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
1.07K+ 14.73% |
$57.3K - $59.8K
|
8.32K
$466K
|
|
|
Oct 29, 2025
Q3 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
921+ 1.49% |
$49.4K - $51.5K
|
62.6K
$3.51M
|
|
|
Oct 22, 2025
Q3 2025
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
831+ 2.29% |
$44.6K - $46.5K
|
37K
$2.08M
|
|
|
Nov 03, 2025
Q3 2025
|
Arbor Capital Management Inc
Anchorage, AK |
BUY
|
- |
726+ 16.62% |
$38.9K - $40.6K
|
5.09K
$285K
|
|
|
Oct 24, 2025
Q3 2025
|
Citizens Financial Group Inc
|
BUY
|
- |
612+ 2.33% |
$32.8K - $34.2K
|
26.9K
$1.51M
|
|
|
Nov 04, 2025
Q3 2025
|
Holistic Planning, LLC
Nacogdoches, TX |
BUY
|
- |
541+ 7.45% |
$29K - $30.3K
|
7.8K
$437K
|
|
|
Oct 31, 2025
Q3 2025
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
425+ 4.96% |
$22.8K - $23.8K
|
9K
$504K
|
|
|
Oct 22, 2025
Q3 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
421+ 3.48% |
$22.6K - $23.6K
|
12.5K
$701K
|
|
|
Nov 14, 2025
Q3 2025
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
390+ 7.18% |
$20.9K - $21.8K
|
5.83K
$326K
|
|
|
Nov 13, 2025
Q3 2025
|
Wood Tarver Financial Group, LLC
Boise, ID |
BUY
|
- |
313+ 9.2% |
$16.8K - $17.5K
|
3.72K
$208K
|
|
|
Nov 13, 2025
Q3 2025
|
Ubs Group Ag
|
BUY
|
- |
262New |
$14K - $14.7K
|
262
$14.7K
|
|
|
Oct 07, 2025
Q3 2025
|
Ignite Planners, LLC
|
BUY
|
- |
225+ 4.98% |
$12.1K - $12.6K
|
4.75K
$266K
|
|
|
Nov 14, 2025
Q3 2025
|
Triumph Capital Management
|
BUY
|
- |
200New |
$10.7K - $11.2K
|
200
$11.2K
|
|