Latest Institutional Transactions on Ft Exch Trd Fd Viii Cboe Vest (XJUN)
This table provides information on the latest institutional transactions involving Ft Exch Trd Fd Viii Cboe Vest (XJUN) 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 23, 2024
Q3 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
5.62KNew |
$202K - $214K
|
5.62K
$220K
|
|
|
Oct 22, 2024
Q3 2024
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-200- 4.91% |
$7.18K - $7.61K
|
3.87K
$152K
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-5.85K- 1.92% |
$210K - $222K
|
299K
$11.7M
|
|
|
Oct 15, 2024
Q3 2024
|
Millington Financial Advisors, LLC
Naperville, IL |
BUY
|
- |
6.45K+ 77.18% |
$232K - $245K
|
14.8K
$580K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
1.71K+ 42.31% |
$61.3K - $64.9K
|
5.74K
$225K
|
|
|
Oct 09, 2024
Q3 2024
|
Private Advisory Group LLC
Redmond, WA |
SELL
|
- |
-79- 0.88% |
$2.84K - $3.01K
|
8.92K
$350K
|
|
|
Oct 09, 2024
Q3 2024
|
Foguth Wealth Management, Llc.
Brighton, MI |
BUY
|
- |
2.59K+ 27.43% |
$92.9K - $98.4K
|
12K
$471K
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
BUY
|
- |
4.8KNew |
$172K - $182K
|
4.8K
$188K
|
|
| Q2 2024 | |||||||
|
Dec 12, 2024
Q2 2024
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
BUY
|
- |
48.8KNew |
$1.76M - $1.8M
|
48.8K
$1.91M
|
|
|
Aug 14, 2024
Q2 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
1.79K+ 30.31% |
$64.3K - $65.7K
|
7.68K
$301K
|
|
|
Aug 14, 2024
Q2 2024
|
Grant Street Asset Management, Inc.
Canonsburg, PA |
SELL
|
- |
-325- 4.56% |
$11.7K - $12K
|
6.81K
$267K
|
|
|
Aug 14, 2024
Q2 2024
|
Two Sigma Securities, LLC
New York, NY |
SELL
|
- |
-6.34K- 53.35% |
$229K - $234K
|
5.55K
$217K
|
|
|
Aug 14, 2024
Q2 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
7.26KNew |
$262K - $267K
|
7.26K
$285K
|
|
|
Aug 13, 2024
Q2 2024
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
438+ 4.31% |
$15.8K - $16.1K
|
10.6K
$415K
|
|
|
Aug 07, 2024
Q2 2024
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-16- 0.22% |
$577 - $589
|
7.33K
$287K
|
|
|
Aug 02, 2024
Q2 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
52.5KNew |
$1.89M - $1.93M
|
52.5K
$2.06M
|
|
|
Jul 30, 2024
Q2 2024
|
Integrity Financial Corp
|
BUY
|
- |
135+ 3.81% |
$4.87K - $4.97K
|
3.68K
$144K
|
|
|
Jul 26, 2024
Q2 2024
|
Crown Wealth Group, LLC
|
SELL
|
- |
-677- 10.7% |
$24.4K - $24.9K
|
5.65K
$221K
|
|
|
Jul 25, 2024
Q2 2024
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
161KNew |
$5.79M - $5.91M
|
161K
$6.29M
|
|
|
Jul 19, 2024
Q2 2024
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-1.14K- 24.98% |
$41.1K - $42K
|
3.43K
$134K
|
|
|
Jul 18, 2024
Q2 2024
|
Objectivity Squared, LLC
Charleston, SC |
BUY
|
- |
5.41KNew |
$195K - $199K
|
5.41K
$212K
|
|
| Q1 2024 | |||||||
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-18.1K- 5.82% |
$633K - $657K
|
294K
$11.5M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-11.5K- 9.45% |
$402K - $417K
|
110K
$4.33M
|
|
|
May 13, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
100New |
$3.49K - $3.62K
|
100
$3.92K
|
|
|
May 07, 2024
Q1 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-41.6K- 50.72% |
$1.45M - $1.51M
|
40.5K
$1.59M
|
|
|
May 01, 2024
Q1 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
6.32KNew |
$221K - $229K
|
6.32K
$248K
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
SELL
|
- |
-100- 0.37% |
$3.49K - $3.62K
|
27.2K
$1.07M
|
|
| Q4 2023 | |||||||
|
Feb 14, 2024
Q4 2023
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
10KNew |
$326K - $353K
|
10K
$393K
|
|
|
Feb 14, 2024
Q4 2023
|
Lakeridge Wealth Management LLC
Mentor, OH |
BUY
|
- |
7.71KNew |
$251K - $271K
|
7.71K
$302K
|
|
|
Feb 14, 2024
Q4 2023
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
322New |
$10.5K - $11.3K
|
322
$12.6K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
212New |
$6.9K - $7.46K
|
212
$8.31K
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
750New |
$24.4K - $26.4K
|
750
$29.4K
|
|
|
Feb 06, 2024
Q4 2023
|
Arlington Capital Management, Inc.
Arlington Heights, IL |
BUY
|
- |
5.92KNew |
$193K - $208K
|
5.92K
$232K
|
|
|
Feb 06, 2024
Q4 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-229- 2.69% |
$7.45K - $8.05K
|
8.29K
$325K
|
|
|
Jan 26, 2024
Q4 2023
|
Financial Guidance Group, Inc.
|
SELL
|
- |
-8.74K- 3.33% |
$284K - $307K
|
253K
$9.93M
|
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-57.5K- 77.03% |
$1.87M - $2.02M
|
17.2K
$672K
|
|
|
Jan 22, 2024
Q4 2023
|
Zimmermann Investment Management & Planning LLC
|
SELL
|
- |
-908- 7.02% |
$29.5K - $31.9K
|
12K
$471K
|
|
|
Jan 12, 2024
Q4 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-2.25K- 4.16% |
$73.2K - $79.1K
|
51.8K
$2.03M
|
|
|
Jan 12, 2024
Q4 2023
|
Kraematon Investment Advisors, Inc
|
SELL
|
- |
-2.67K- 3.5% |
$86.7K - $93.7K
|
73.6K
$2.88M
|
|
|
Jan 10, 2024
Q4 2023
|
City State Bank
Norwalk, IA |
SELL
|
- |
-5.1K- 47.49% |
$166K - $179K
|
5.64K
$221K
|
|
|
Jan 10, 2024
Q4 2023
|
Advance Capital Management, Inc.
Southfield, MI |
SELL
|
- |
-289- 3.93% |
$9.4K - $10.2K
|
7.06K
$277K
|
|
|
Jan 10, 2024
Q4 2023
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-3.06K- 2.8% |
$99.5K - $108K
|
106K
$4.16M
|
|
| Q3 2023 | |||||||
|
Nov 14, 2023
Q3 2023
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
3.19K+ 17.92% |
$105K - $108K
|
21K
$822K
|
|
|
Nov 14, 2023
Q3 2023
|
Icon Wealth Partners, LLC
|
SELL
|
- |
-280- 1.83% |
$9.26K - $9.48K
|
15K
$588K
|
|
|
Nov 14, 2023
Q3 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
189+ 28.46% |
$6.25K - $6.4K
|
853
$33.4K
|
|
|
Nov 14, 2023
Q3 2023
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-2.8K- 19.23% |
$92.6K - $94.8K
|
11.8K
$461K
|
|
|
Nov 14, 2023
Q3 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-85.2K- 89.08% |
$2.82M - $2.89M
|
10.4K
$409K
|
|
|
Nov 13, 2023
Q3 2023
|
Truadvice, LLC
Sarasota, FL |
BUY
|
- |
1.98K+ 24.82% |
$65.5K - $67.1K
|
9.96K
$390K
|
|
|
Nov 09, 2023
Q3 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-1.63K- 87.63% |
$53.9K - $55.2K
|
230
$9.02K
|
|
|
Nov 02, 2023
Q3 2023
|
1776 Wealth LLC
|
BUY
|
- |
6.01K+ 49.32% |
$199K - $203K
|
18.2K
$713K
|
|