Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 10, 2025
Q3 2025
|
Lionshead Wealth Management, LLC
New York, NY |
BUY
|
- |
41.4KNew |
$1.67M - $1.75M
|
41.4K
$1.76M
|
|
|
Nov 14, 2025
Q3 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
19.7K+ 15.66% |
$795K - $832K
|
146K
$6.19M
|
|
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
17.9K+ 22.18% |
$722K - $756K
|
98.8K
$4.19M
|
|
|
Nov 14, 2025
Q3 2025
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
17.1K+ 41.91% |
$691K - $722K
|
58.1K
$2.46M
|
|
|
Oct 15, 2025
Q3 2025
|
Founders Financial Securities LLC
|
BUY
|
- |
17.1K+ 41.91% |
$691K - $722K
|
58.1K
$2.46M
|
|
|
Nov 14, 2025
Q3 2025
|
Old Mission Capital LLC
|
BUY
|
- |
7.41K+ 36.24% |
$299K - $312K
|
27.9K
$1.18M
|
|
|
Nov 13, 2025
Q3 2025
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
7.34K+ 1.01% |
$296K - $309K
|
736K
$31.2M
|
|
|
Nov 13, 2025
Q3 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
7.07KNew |
$285K - $298K
|
7.07K
$300K
|
|
|
Nov 03, 2025
Q3 2025
|
Winnow Wealth LLC
Waco, TX |
BUY
|
- |
6.99KNew |
$281K - $294K
|
6.99K
$296K
|
|
|
Nov 06, 2025
Q3 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
5.85K+ 58.55% |
$236K - $247K
|
15.9K
$673K
|
|
|
Nov 14, 2025
Q3 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
5.45KNew |
$220K - $230K
|
5.45K
$231K
|
|
|
Oct 29, 2025
Q3 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
4.96K+ 65.22% |
$200K - $209K
|
12.6K
$533K
|
|
|
Nov 03, 2025
Q3 2025
|
Core Wealth Partners LLC
Santa Rosa, CA |
BUY
|
- |
4.95KNew |
$199K - $209K
|
4.95K
$210K
|
|
|
Nov 12, 2025
Q3 2025
|
Barclays PLC
London, X0 |
BUY
|
- |
2.25K+ 89.07% |
$90.6K - $94.8K
|
4.77K
$203K
|
|
|
Oct 24, 2025
Q3 2025
|
Vicus Capital
State College, PA |
BUY
|
- |
1.48K+ 15.06% |
$59.8K - $62.5K
|
11.3K
$481K
|
|
|
Nov 14, 2025
Q3 2025
|
Hrt Financial LP
New York, NY |
BUY
|
- |
1.22K+ 20.15% |
$49.1K - $51.4K
|
7.27K
$308K
|
|
|
Nov 14, 2025
Q3 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
1.18K+ 4.44% |
$47.5K - $49.7K
|
27.7K
$1.18M
|
|
|
Nov 10, 2025
Q3 2025
|
Mai Capital Management
|
BUY
|
- |
1.06KNew |
$42.7K - $44.7K
|
1.06K
$45K
|
|
|
Nov 12, 2025
Q3 2025
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
735+ 0.32% |
$29.6K - $31K
|
232K
$9.86M
|
|
|
Nov 14, 2025
Q3 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
384New |
$15.5K - $16.2K
|
384
$16.3K
|
|
|
Jan 06, 2026
Q3 2025
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
382+ 6.67% |
$15.4K - $16.1K
|
6.11K
$259K
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
223+ 0.11% |
$8.98K - $9.4K
|
201K
$8.53M
|
|
|
Nov 13, 2025
Q3 2025
|
Ubs Group Ag
|
BUY
|
- |
222New |
$8.94K - $9.36K
|
222
$9.42K
|
|
|
Nov 14, 2025
Q3 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
200+ 2.56% |
$8.06K - $8.43K
|
8K
$340K
|
|
|
Oct 21, 2025
Q3 2025
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
BUY
|
- |
164+ 0.32% |
$6.61K - $6.91K
|
50.9K
$2.16M
|
|
|
Nov 12, 2025
Q3 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
53+ 0.21% |
$2.13K - $2.23K
|
25.7K
$1.09M
|
|
|
Nov 04, 2025
Q3 2025
|
Buck Wealth Strategies, LLC
Denver, CO |
SELL
|
- |
-1- 0.01% |
$40.3 - $42.1
|
11.4K
$486K
|
|
|
Oct 23, 2025
Q3 2025
|
Evolution Wealth Management Inc.
Fort Myers, FL |
SELL
|
- |
-3- 0.02% |
$121 - $126
|
15.1K
$639K
|
|
|
Oct 22, 2025
Q3 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-6- 0.46% |
$242 - $253
|
1.29K
$54.9K
|
|
|
Nov 13, 2025
Q3 2025
|
Wood Tarver Financial Group, LLC
Boise, ID |
SELL
|
- |
-9- 0.02% |
$363 - $379
|
47K
$2M
|
|
|
Oct 16, 2025
Q3 2025
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
SELL
|
- |
-50- 0.55% |
$2.01K - $2.11K
|
9.04K
$383K
|
|
|
Nov 14, 2025
Q3 2025
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-50- 0.49% |
$2.01K - $2.11K
|
10.2K
$434K
|
|
|
Oct 27, 2025
Q3 2025
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
SELL
|
- |
-90- 1.23% |
$3.63K - $3.79K
|
7.22K
$306K
|
|
|
Oct 29, 2025
Q3 2025
|
Cascade Investment Group, Inc.
Colorado Springs, CO |
SELL
|
- |
-101- 1.23% |
$4.07K - $4.26K
|
8.09K
$343K
|
|
|
Oct 22, 2025
Q3 2025
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-115- 3.05% |
$4.63K - $4.85K
|
3.66K
$155K
|
|
|
Oct 15, 2025
Q3 2025
|
Santori & Peters, Inc.
|
SELL
|
- |
-125- 0.78% |
$5.04K - $5.27K
|
16K
$678K
|
|
|
Dec 02, 2025
Q3 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-170- 0.19% |
$6.85K - $7.16K
|
91.1K
$3.87M
|
|
|
Nov 14, 2025
Q3 2025
|
Larson Financial Group LLC
|
SELL
|
- |
-222- 25.66% |
$8.94K - $9.36K
|
643
$27.3K
|
|
|
Nov 05, 2025
Q3 2025
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-302- 2.46% |
$12.2K - $12.7K
|
12K
$508K
|
|
|
Nov 14, 2025
Q3 2025
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-314- 14.05% |
$12.6K - $13.2K
|
1.92K
$81.5K
|
|
|
Nov 14, 2025
Q3 2025
|
Stone X Group Inc.
|
SELL
|
- |
-366- 3.65% |
$14.7K - $15.4K
|
9.66K
$410K
|
|
|
Nov 17, 2025
Q3 2025
|
Camelot Portfolios, LLC
|
SELL
|
- |
-500- 3.6% |
$20.1K - $21.1K
|
13.4K
$569K
|
|
|
Nov 14, 2025
Q3 2025
|
Prosperity Consulting Group, LLC
|
SELL
|
- |
-559- 6.53% |
$22.5K - $23.6K
|
8K
$340K
|
|
|
Oct 31, 2025
Q3 2025
|
Fsb Premier Wealth Management, Inc.
|
SELL
|
- |
-650- 10.89% |
$26.2K - $27.4K
|
5.32K
$226K
|
|
|
Nov 05, 2025
Q3 2025
|
Reap Financial Group, LLC
Austin, TX |
SELL
|
- |
-661- 1.48% |
$26.6K - $27.9K
|
44.1K
$1.87M
|
|
|
Nov 19, 2025
Q3 2025
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-675- 14.05% |
$27.2K - $28.4K
|
4.13K
$175K
|
|
|
Jan 13, 2026
Q3 2025
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-729- 11.94% |
$29.4K - $30.7K
|
5.38K
$228K
|
|
|
Nov 12, 2025
Q3 2025
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-825- 51.59% |
$33.2K - $34.8K
|
774
$32.8K
|
|
|
Nov 03, 2025
Q3 2025
|
Arbor Capital Management Inc
Anchorage, AK |
SELL
|
- |
-849- 12.07% |
$34.2K - $35.8K
|
6.19K
$263K
|
|
|
Oct 06, 2025
Q3 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
SELL
|
- |
-937- 9.3% |
$37.7K - $39.5K
|
9.14K
$388K
|
|