Purchases and Sales Made in Q2 2025 in First Exc Trd Viii Cboe Vest U (DJAN)
This table provides information about the institutional ownership of First Exc Trd Viii Cboe Vest U (DJAN) during Q2 2025. The information is specifically focused on institutions that hold shares of FIRST EXC-TRD VIII CBOE VEST U.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 23, 2025
Q2 2025
|
Ignite Planners, LLC
|
SELL
|
- |
-45- 0.44% |
$1.62K - $1.82K
|
10.1K
$430K
|
|
|
Jul 30, 2025
Q2 2025
|
Life Wealth Investments, LLC
Winter Garden, FL |
SELL
|
- |
-62- 0.4% |
$2.24K - $2.5K
|
15.4K
$653K
|
|
|
Jul 17, 2025
Q2 2025
|
Sound Income Strategies, LLC
|
SELL
|
- |
-101- 77.69% |
$3.64K - $4.07K
|
29
$1.23K
|
|
|
Jul 21, 2025
Q2 2025
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-120- 6.78% |
$4.33K - $4.84K
|
1.65K
$70K
|
|
|
Jan 06, 2026
Q2 2025
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-382- 6.26% |
$13.8K - $15.4K
|
5.72K
$243K
|
|
|
Aug 18, 2025
Q2 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-500- 60.46% |
$18K - $20.2K
|
327
$13.9K
|
|
|
Jul 24, 2025
Q2 2025
|
Cascade Investment Group, Inc.
Colorado Springs, CO |
SELL
|
- |
-506- 5.82% |
$18.2K - $20.4K
|
8.19K
$348K
|
|
|
Aug 13, 2025
Q2 2025
|
National Bank Of Canada
|
SELL
|
- |
-785- 13.65% |
$28.3K - $31.7K
|
4.97K
$211K
|
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-960- 30.05% |
$34.6K - $38.7K
|
2.24K
$94.9K
|
|
|
Jul 07, 2025
Q2 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
SELL
|
- |
-1.08K- 9.65% |
$38.8K - $43.4K
|
10.1K
$427K
|
|
|
Aug 11, 2025
Q2 2025
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-1.11K- 22.75% |
$40.1K - $44.9K
|
3.78K
$160K
|
|
|
Jul 18, 2025
Q2 2025
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
SELL
|
- |
-1.19K- 13.99% |
$42.9K - $48K
|
7.31K
$310K
|
|
|
Aug 15, 2025
Q2 2025
|
Fsb Premier Wealth Management, Inc.
|
SELL
|
- |
-1.95K- 24.62% |
$70.3K - $78.7K
|
5.97K
$253K
|
|
|
Aug 04, 2025
Q2 2025
|
Arkadios Wealth Advisors
|
SELL
|
- |
-2.32K- 23.41% |
$83.7K - $93.7K
|
7.6K
$323K
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-2.47K- 10.91% |
$88.9K - $99.5K
|
20.1K
$854K
|
|
|
Aug 08, 2025
Q2 2025
|
Ogorek Anthony Joseph
|
SELL
|
- |
-2.6K- 20.43% |
$93.6K - $105K
|
10.1K
$429K
|
|
|
Aug 19, 2025
Q2 2025
|
Advisory Services Network, LLC
|
SELL
|
- |
-2.73K- 2.45% |
$98.4K - $110K
|
109K
$4.62M
|
|
|
Aug 04, 2025
Q2 2025
|
Spire Wealth Management
|
SELL
|
- |
-2.8K- 3.86% |
$101K - $113K
|
69.7K
$2.96M
|
|
|
Aug 12, 2025
Q2 2025
|
Winnow Wealth LLC
Waco, TX |
SELL
|
- |
-2.91KClosed |
$105K - $117K
|
0
$0
|
|
|
Jul 25, 2025
Q2 2025
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
SELL
|
- |
-3.03K- 5.63% |
$109K - $122K
|
50.7K
$2.15M
|
|
|
Jul 14, 2025
Q2 2025
|
Act Advisors, Llc.
|
SELL
|
- |
-4.65K- 6.97% |
$168K - $188K
|
62.1K
$2.63M
|
|
|
Aug 06, 2025
Q2 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-4.79K- 78.28% |
$172K - $193K
|
1.33K
$56.4K
|
|
|
Jul 15, 2025
Q2 2025
|
Armis Advisers, LLC
Atlanta, GA |
SELL
|
- |
-5.55K- 11.04% |
$200K - $224K
|
44.8K
$1.9M
|
|
|
Jul 23, 2025
Q2 2025
|
Reap Financial Group, LLC
Austin, TX |
SELL
|
- |
-5.55K- 11.04% |
$200K - $224K
|
44.8K
$1.9M
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-6.1K- 37.89% |
$220K - $246K
|
10K
$424K
|
|
|
Jul 09, 2025
Q2 2025
|
Beacon Financial Group
|
SELL
|
- |
-6.61K- 8.02% |
$238K - $267K
|
75.9K
$3.22M
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
SELL
|
- |
-7.63K- 2.5% |
$275K - $308K
|
298K
$12.7M
|
|
|
Aug 14, 2025
Q2 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-7.75K- 3.82% |
$279K - $313K
|
195K
$8.27M
|
|
|
Aug 14, 2025
Q2 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-9.61K- 6.49% |
$346K - $388K
|
138K
$5.87M
|
|
|
Jul 30, 2025
Q2 2025
|
Brookstone Capital Management
|
SELL
|
- |
-28.4K- 6.94% |
$1.02M - $1.15M
|
381K
$16.2M
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-30.2K- 26.02% |
$1.09M - $1.22M
|
85.8K
$3.64M
|
|
|
Aug 12, 2025
Q2 2025
|
Wood Tarver Financial Group, LLC
Boise, ID |
SELL
|
- |
-100K- 68.1% |
$3.62M - $4.05M
|
47K
$2M
|
|
|
Jul 09, 2025
Q2 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
SELL
|
- |
-242K- 94.63% |
$8.71M - $9.75M
|
13.7K
$582K
|
|
|
Jul 22, 2025
Q2 2025
|
Foguth Wealth Management, Llc.
Brighton, MI |
SELL
|
- |
-242K- 94.01% |
$8.72M - $9.76M
|
15.4K
$654K
|
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-318K- 88.9% |
$11.4M - $12.8M
|
39.6K
$1.68M
|
|