Purchases and Sales Made in Q3 2025 in First Tr Ex Trd Viii Cboe Vest (DJUN)
This table provides information about the institutional ownership of First Tr Ex Trd Viii Cboe Vest (DJUN) 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 03, 2025
Q3 2025
|
Winnow Wealth LLC
Waco, TX |
BUY
|
- |
124KNew |
$5.59M - $5.77M
|
124K
$5.79M
|
|
|
Nov 03, 2025
Q3 2025
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
BUY
|
- |
74.6KNew |
$3.36M - $3.47M
|
74.6K
$3.48M
|
|
|
Nov 14, 2025
Q3 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
63.8K+ 118.94% |
$2.88M - $2.97M
|
117K
$5.48M
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
BUY
|
- |
40.9K+ 129.73% |
$1.84M - $1.9M
|
72.5K
$3.38M
|
|
|
Nov 14, 2025
Q3 2025
|
Old Mission Capital LLC
|
BUY
|
- |
29.8KNew |
$1.34M - $1.39M
|
29.8K
$1.39M
|
|
|
Nov 14, 2025
Q3 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
17.8K+ 22.77% |
$804K - $830K
|
96.2K
$4.49M
|
|
|
Nov 07, 2025
Q3 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
11K+ 142.59% |
$493K - $509K
|
18.6K
$868K
|
|
|
Nov 13, 2025
Q3 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
10.7K+ 4.94% |
$484K - $500K
|
228K
$10.6M
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
8.85K+ 17.12% |
$399K - $412K
|
60.6K
$2.82M
|
|
|
Nov 12, 2025
Q3 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
8.79KNew |
$396K - $409K
|
8.79K
$409K
|
|
|
Nov 14, 2025
Q3 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
7.51K+ 13.14% |
$338K - $349K
|
64.7K
$3.01M
|
|
|
Nov 12, 2025
Q3 2025
|
1 St Source Bank
|
BUY
|
- |
6.97K+ 8.36% |
$314K - $324K
|
90.4K
$4.21M
|
|
|
Oct 31, 2025
Q3 2025
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
5.06KNew |
$228K - $235K
|
5.06K
$236K
|
|
|
Nov 03, 2025
Q3 2025
|
Core Wealth Partners LLC
Santa Rosa, CA |
BUY
|
- |
4.58KNew |
$206K - $213K
|
4.58K
$214K
|
|
|
Nov 14, 2025
Q3 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
4.44KNew |
$200K - $207K
|
4.44K
$207K
|
|
|
Nov 18, 2025
Q3 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
4.39KNew |
$198K - $204K
|
4.39K
$204K
|
|
|
Nov 14, 2025
Q3 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
4.31K+ 324.57% |
$194K - $200K
|
5.63K
$263K
|
|
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
3.84K+ 6.69% |
$173K - $179K
|
61.3K
$2.86M
|
|
|
Nov 07, 2025
Q3 2025
|
Kovack Advisors, Inc.
|
BUY
|
- |
2.52K+ 12.44% |
$114K - $117K
|
22.8K
$1.06M
|
|
|
Nov 14, 2025
Q3 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
2.31K+ 22.19% |
$104K - $107K
|
12.7K
$593K
|
|
|
Nov 07, 2025
Q3 2025
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
2.24K+ 44.55% |
$101K - $104K
|
7.28K
$339K
|
|
|
Nov 06, 2025
Q3 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
2.13K+ 12.59% |
$96.1K - $99.2K
|
19.1K
$889K
|
|
|
Nov 13, 2025
Q3 2025
|
Ubs Group Ag
|
BUY
|
- |
1.35KNew |
$61K - $62.9K
|
1.35K
$63.1K
|
|
|
Nov 12, 2025
Q3 2025
|
Brinker Capital Investments, LLC
|
BUY
|
- |
1.31K+ 22.61% |
$58.8K - $60.7K
|
7.08K
$330K
|
|
|
Nov 06, 2025
Q3 2025
|
Integrity Financial Corp
|
BUY
|
- |
1.13K+ 4.37% |
$50.8K - $52.5K
|
26.9K
$1.25M
|
|
|
Nov 14, 2025
Q3 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
1.01K+ 45.79% |
$45.3K - $46.7K
|
3.2K
$149K
|
|
|
Oct 15, 2025
Q3 2025
|
Santori & Peters, Inc.
|
BUY
|
- |
812+ 2.27% |
$36.6K - $37.8K
|
36.6K
$1.7M
|
|
|
Nov 03, 2025
Q3 2025
|
Arbor Capital Management Inc
Anchorage, AK |
BUY
|
- |
775+ 15.01% |
$34.9K - $36K
|
5.94K
$277K
|
|
|
Nov 14, 2025
Q3 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
770+ 6.39% |
$34.7K - $35.8K
|
12.8K
$598K
|
|
|
Nov 04, 2025
Q3 2025
|
Ogorek Anthony Joseph
|
BUY
|
- |
640+ 10.37% |
$28.8K - $29.8K
|
6.81K
$318K
|
|
|
Nov 12, 2025
Q3 2025
|
Sequent Planning LLC
Omaha, NE |
BUY
|
- |
583+ 7.44% |
$26.3K - $27.1K
|
8.42K
$393K
|
|
|
Jan 06, 2026
Q3 2025
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
279New |
$12.6K - $13K
|
279
$13K
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
230+ 2.16% |
$10.4K - $10.7K
|
10.9K
$507K
|
|
|
Nov 14, 2025
Q3 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
42New |
$1.89K - $1.95K
|
42
$1.96K
|
|
|
Nov 14, 2025
Q3 2025
|
Stone X Group Inc.
|
BUY
|
- |
7+ 0.04% |
$315 - $326
|
19.4K
$903K
|
|
|
Oct 22, 2025
Q3 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-6- 0.51% |
$270 - $279
|
1.17K
$54.6K
|
|
|
Nov 12, 2025
Q3 2025
|
Per Stirling Capital Management, Llc.
Austin, TX |
SELL
|
- |
-14- 0.28% |
$631 - $651
|
5.07K
$236K
|
|
|
Nov 13, 2025
Q3 2025
|
Alpha Star Capital Management, LLC
|
SELL
|
- |
-37- 0.18% |
$1.67K - $1.72K
|
20K
$931K
|
|
|
Nov 04, 2025
Q3 2025
|
Buck Wealth Strategies, LLC
Denver, CO |
SELL
|
- |
-63- 0.41% |
$2.84K - $2.93K
|
15.5K
$721K
|
|
|
Nov 06, 2025
Q3 2025
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
SELL
|
- |
-121- 0.31% |
$5.45K - $5.63K
|
39.3K
$1.83M
|
|
|
Nov 12, 2025
Q3 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-127- 0.36% |
$5.72K - $5.91K
|
35K
$1.63M
|
|
|
Nov 14, 2025
Q3 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-153- 2.23% |
$6.89K - $7.11K
|
6.71K
$313K
|
|
|
Nov 14, 2025
Q3 2025
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
SELL
|
- |
-180- 2.39% |
$8.11K - $8.37K
|
7.36K
$343K
|
|
|
Oct 07, 2025
Q3 2025
|
Ignite Planners, LLC
|
SELL
|
- |
-225- 0.58% |
$10.1K - $10.5K
|
38.5K
$1.79M
|
|
|
Nov 05, 2025
Q3 2025
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-231- 1.67% |
$10.4K - $10.7K
|
13.6K
$635K
|
|
|
Nov 12, 2025
Q3 2025
|
Barclays PLC
London, X0 |
SELL
|
- |
-268- 6.02% |
$12.1K - $12.5K
|
4.19K
$195K
|
|
|
Nov 13, 2025
Q3 2025
|
Wood Tarver Financial Group, LLC
Boise, ID |
SELL
|
- |
-512- 0.96% |
$23.1K - $23.8K
|
53K
$2.47M
|
|
|
Oct 15, 2025
Q3 2025
|
Brookstone Capital Management
|
SELL
|
- |
-527- 4.18% |
$23.7K - $24.5K
|
12.1K
$564K
|
|
|
Nov 03, 2025
Q3 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-575- 64.75% |
$25.9K - $26.7K
|
313
$14.6K
|
|
|
Oct 20, 2025
Q3 2025
|
Life Wealth Investments, LLC
Winter Garden, FL |
SELL
|
- |
-689- 12.11% |
$31K - $32K
|
5K
$233K
|
|