Latest Institutional Purchases of Ft Exch Trd Fd Viii Cboe Vest (XJUN)
This list provides information on the latest institutional transactions involving Ft Exch Trd Fd Viii Cboe Vest (XJUN) 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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2023
Q3 2023
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
3.19K+ 17.92% |
$105K - $108K
|
21K
$808K
|
|
|
Nov 13, 2023
Q3 2023
|
Truadvice, LLC
Sarasota, FL |
BUY
|
- |
1.98K+ 24.82% |
$65.5K - $67.1K
|
9.96K
$384K
|
|
|
Oct 10, 2023
Q3 2023
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
651+ 3.25% |
$21.5K - $22K
|
20.7K
$797K
|
|
|
Nov 14, 2023
Q3 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
189+ 28.46% |
$6.25K - $6.4K
|
853
$32.9K
|
|
|
Oct 17, 2023
Q3 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
181+ 6.26% |
$5.99K - $6.13K
|
3.07K
$118K
|
|
| Q2 2023 | |||||||
|
Jul 10, 2023
Q2 2023
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
60.5KNew |
$1.94M - $2.02M
|
60.5K
$2.33M
|
|
|
Aug 03, 2023
Q2 2023
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
44.4KNew |
$1.43M - $1.48M
|
44.4K
$1.71M
|
|
|
Aug 07, 2023
Q2 2023
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
22.3KNew |
$717K - $747K
|
22.3K
$861K
|
|
|
Jul 20, 2023
Q2 2023
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
8.5KNew |
$273K - $284K
|
8.5K
$328K
|
|
|
Jul 18, 2023
Q2 2023
|
Wealth Enhancement & Preservation Of Ga, LLC
Alpharetta, GA |
BUY
|
- |
6.39KNew |
$205K - $214K
|
6.39K
$246K
|
|
|
Oct 12, 2023
Q2 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
100New |
$3.21K - $3.35K
|
100
$3.86K
|
|
|
Jul 25, 2023
Q2 2023
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
11New |
$354 - $368
|
11
$424
|
|
| Q1 2023 | |||||||
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
1.7KNew |
$51.9K - $54.6K
|
1.7K
$65.6K
|
|
| Q4 2022 | |||||||
|
Feb 08, 2023
Q4 2022
|
Crosspoint Financial, LLC
Tustin, CA |
BUY
|
- |
23.1KNew |
$669K - $716K
|
23.1K
$889K
|
|
|
Jan 20, 2023
Q4 2022
|
Advisor Resource Council
|
BUY
|
- |
4.76K+ 19.65% |
$138K - $148K
|
29K
$1.12M
|
|
|
Feb 03, 2023
Q4 2022
|
Spire Wealth Management
|
BUY
|
- |
1.25KNew |
$36.3K - $38.9K
|
1.25K
$48.3K
|
|
|
Feb 14, 2023
Q4 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
832New |
$24.1K - $25.9K
|
832
$32.1K
|
|
|
Feb 13, 2023
Q4 2022
|
Trustcore Financial Services, LLC
|
BUY
|
- |
455+ 0.86% |
$13.2K - $14.1K
|
53.6K
$2.07M
|
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
91New |
$2.64K - $2.83K
|
91
$3.51K
|
|
| Q2 2022 | |||||||
|
Jul 29, 2022
Q2 2022
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
2KNew |
$57.9K - $61.5K
|
2K
$77.1K
|
|