Purchases and Sales Made in Q4 2024 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 Q4 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Jan 30, 2025
Q4 2024
|
Hickory Asset Management, Inc.
Concord, OH |
BUY
|
- |
73.2KNew |
$3.09M - $3.21M
|
73.2K
$3.25M
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
65KNew |
$2.75M - $2.85M
|
65K
$2.88M
|
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
38KNew |
$1.61M - $1.67M
|
38K
$1.69M
|
|
|
Feb 11, 2025
Q4 2024
|
Grantvest Financial Group LLC
Matawan, NJ |
BUY
|
- |
13.1KNew |
$554K - $576K
|
13.1K
$582K
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
10.2K+ 5.35% |
$430K - $447K
|
200K
$8.9M
|
|
|
Feb 10, 2025
Q4 2024
|
Founders Financial Securities LLC
|
BUY
|
- |
6.84K+ 89.94% |
$289K - $300K
|
14.4K
$641K
|
|
|
Feb 03, 2025
Q4 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
6.34K+ 6.89% |
$268K - $278K
|
98.3K
$4.36M
|
|
|
Feb 12, 2025
Q4 2024
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
5.25KNew |
$222K - $231K
|
5.25K
$233K
|
|
|
Feb 10, 2025
Q4 2024
|
Chris Bulman Inc
Roseville, CA |
BUY
|
- |
4.64KNew |
$196K - $204K
|
4.64K
$206K
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
3.9K+ 33.44% |
$165K - $171K
|
15.6K
$691K
|
|
|
Feb 13, 2025
Q4 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
2.1K+ 6.57% |
$88.9K - $92.4K
|
34.1K
$1.52M
|
|
|
Feb 13, 2025
Q4 2024
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
2.09K+ 3.02% |
$88.3K - $91.8K
|
71.2K
$3.16M
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
1.33KNew |
$56.1K - $58.3K
|
1.33K
$58.9K
|
|
|
Jan 24, 2025
Q4 2024
|
Ogorek Anthony Joseph
|
BUY
|
- |
688+ 6.83% |
$29.1K - $30.2K
|
10.8K
$478K
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
671New |
$28.4K - $29.5K
|
671
$29.8K
|
|
|
Feb 13, 2025
Q4 2024
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
300+ 5.94% |
$12.7K - $13.2K
|
5.35K
$238K
|
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
230+ 2.09% |
$9.72K - $10.1K
|
11.2K
$498K
|
|
|
Feb 12, 2025
Q4 2024
|
Stone X Group Inc.
|
BUY
|
- |
200+ 0.9% |
$8.45K - $8.79K
|
22.4K
$995K
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
169+ 2.47% |
$7.14K - $7.42K
|
7.01K
$311K
|
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
163+ 1.74% |
$6.89K - $7.16K
|
9.55K
$424K
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
135+ 0.47% |
$5.71K - $5.93K
|
28.8K
$1.28M
|
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
77New |
$3.25K - $3.38K
|
77
$3.42K
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
43+ 0.11% |
$1.82K - $1.89K
|
37.8K
$1.68M
|
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
34+ 0.18% |
$1.44K - $1.49K
|
19.2K
$853K
|
|
|
Feb 14, 2025
Q4 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
28+ 2.72% |
$1.18K - $1.23K
|
1.06K
$47K
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
BUY
|
- |
1+ 0.01% |
$42.3 - $43.9
|
17.4K
$771K
|
|
|
Feb 13, 2025
Q4 2024
|
Townsquare Capital LLC
|
SELL
|
- |
-6- 0.06% |
$254 - $264
|
9.9K
$440K
|
|
|
Jan 28, 2025
Q4 2024
|
Alpha Star Capital Management, LLC
|
SELL
|
- |
-19- 0.09% |
$803 - $835
|
20K
$890K
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
SELL
|
- |
-24- 0.18% |
$1.01K - $1.05K
|
13.2K
$587K
|
|
|
Feb 05, 2025
Q4 2024
|
Anfield Capital Management, LLC
Newport Beach, CA |
SELL
|
- |
-47- 5.83% |
$1.99K - $2.06K
|
759
$33.7K
|
|
|
Feb 13, 2025
Q4 2024
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-63- 0.83% |
$2.66K - $2.77K
|
7.53K
$334K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-100- 0.64% |
$4.23K - $4.39K
|
15.5K
$687K
|
|
|
Feb 13, 2025
Q4 2024
|
Integrity Financial Corp
|
SELL
|
- |
-319- 1.49% |
$13.5K - $14K
|
21.1K
$937K
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-390- 2.72% |
$16.5K - $17.1K
|
14K
$620K
|
|
|
Jan 16, 2025
Q4 2024
|
Maltin Wealth Management, Inc.
|
SELL
|
- |
-456- 4.83% |
$19.3K - $20K
|
8.99K
$399K
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-712- 1.86% |
$30.1K - $31.3K
|
37.6K
$1.67M
|
|
|
Feb 14, 2025
Q4 2024
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-1.5K- 4.0% |
$63.4K - $65.9K
|
36K
$1.6M
|
|
|
Feb 12, 2025
Q4 2024
|
Old Mission Capital LLC
|
SELL
|
- |
-1.76K- 22.45% |
$74.3K - $77.2K
|
6.07K
$269K
|
|
|
Jan 23, 2025
Q4 2024
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-1.79K- 5.11% |
$75.6K - $78.6K
|
33.2K
$1.48M
|
|
|
Jan 13, 2025
Q4 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
SELL
|
- |
-1.89K- 2.6% |
$79.8K - $83K
|
70.7K
$3.14M
|
|
|
Jan 30, 2025
Q4 2024
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
SELL
|
- |
-1.9K- 3.72% |
$80.3K - $83.5K
|
49.1K
$2.18M
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-2.12K- 53.2% |
$89.5K - $93K
|
1.86K
$82.7K
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-2.27K- 30.27% |
$95.9K - $99.7K
|
5.23K
$232K
|
|
|
Jan 13, 2025
Q4 2024
|
Ignite Planners, LLC
|
SELL
|
- |
-2.47K- 7.83% |
$104K - $108K
|
29.1K
$1.29M
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
SELL
|
- |
-2.48K- 3.99% |
$105K - $109K
|
59.8K
$2.65M
|
|
|
Feb 11, 2025
Q4 2024
|
Core First Bank & Trust
Topeka, KS |
SELL
|
- |
-2.78KClosed |
$117K - $122K
|
0
$0
|
|
|
Jan 27, 2025
Q4 2024
|
Foguth Wealth Management, Llc.
Brighton, MI |
SELL
|
- |
-2.86K- 4.48% |
$121K - $125K
|
60.9K
$2.7M
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-2.98K- 6.83% |
$126K - $131K
|
40.6K
$1.8M
|
|
|
Jan 21, 2025
Q4 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-3.23K- 50.0% |
$136K - $142K
|
3.23K
$143K
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-3.42K- 12.31% |
$144K - $150K
|
24.3K
$1.08M
|