Latest Institutional Transactions on First Exc Trd Viii Cboe Vest U (DJAN)
This table provides information on the latest institutional transactions involving First Exc Trd Viii Cboe Vest U (DJAN) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Oct 29, 2025
Q3 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
4.96K+ 65.22% |
$200K - $209K
|
12.6K
$533K
|
|
|
Oct 27, 2025
Q3 2025
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
SELL
|
- |
-90- 1.23% |
$3.63K - $3.79K
|
7.22K
$306K
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-2.4K- 11.94% |
$96.8K - $101K
|
17.7K
$752K
|
|
|
Oct 24, 2025
Q3 2025
|
Vicus Capital
State College, PA |
BUY
|
- |
1.48K+ 15.06% |
$59.8K - $62.5K
|
11.3K
$481K
|
|
|
Oct 23, 2025
Q3 2025
|
Evolution Wealth Management Inc.
Fort Myers, FL |
SELL
|
- |
-3- 0.02% |
$121 - $126
|
15.1K
$639K
|
|
|
Oct 23, 2025
Q3 2025
|
Spire Wealth Management
|
SELL
|
- |
-29K- 41.57% |
$1.17M - $1.22M
|
40.7K
$1.73M
|
|
|
Oct 22, 2025
Q3 2025
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-115- 3.05% |
$4.63K - $4.85K
|
3.66K
$155K
|
|
|
Oct 22, 2025
Q3 2025
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-1.5K- 7.99% |
$60.4K - $63.2K
|
17.3K
$733K
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-8.16K- 9.51% |
$329K - $344K
|
77.6K
$3.29M
|
|
|
Oct 22, 2025
Q3 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-6- 0.46% |
$242 - $253
|
1.29K
$54.9K
|
|
|
Oct 21, 2025
Q3 2025
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
BUY
|
- |
164+ 0.32% |
$6.61K - $6.91K
|
50.9K
$2.16M
|
|
|
Oct 17, 2025
Q3 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-11.3K- 47.47% |
$456K - $478K
|
12.5K
$532K
|
|
|
Oct 16, 2025
Q3 2025
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
SELL
|
- |
-50- 0.55% |
$2.01K - $2.11K
|
9.04K
$383K
|
|
|
Oct 15, 2025
Q3 2025
|
Brookstone Capital Management
|
SELL
|
- |
-14.8K- 3.89% |
$597K - $625K
|
366K
$15.5M
|
|
|
Oct 15, 2025
Q3 2025
|
Founders Financial Securities LLC
|
BUY
|
- |
17.1K+ 41.91% |
$691K - $722K
|
58.1K
$2.46M
|
|
|
Oct 15, 2025
Q3 2025
|
Santori & Peters, Inc.
|
SELL
|
- |
-125- 0.78% |
$5.04K - $5.27K
|
16K
$678K
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
SELL
|
- |
-27.7K- 9.28% |
$1.11M - $1.17M
|
270K
$11.5M
|
|
|
Oct 14, 2025
Q3 2025
|
Precedent Wealth Partners, LLC
Houston, TX |
SELL
|
- |
-2.18K- 1.0% |
$87.9K - $91.9K
|
215K
$9.14M
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-4.01K- 12.54% |
$162K - $169K
|
28K
$1.19M
|
|
|
Oct 10, 2025
Q3 2025
|
Lionshead Wealth Management, LLC
New York, NY |
BUY
|
- |
41.4KNew |
$1.67M - $1.75M
|
41.4K
$1.76M
|
|
|
Oct 09, 2025
Q3 2025
|
Act Advisors, Llc.
|
SELL
|
- |
-51.4K- 82.89% |
$2.07M - $2.17M
|
10.6K
$451K
|
|
|
Oct 07, 2025
Q3 2025
|
Ignite Planners, LLC
|
SELL
|
- |
-1.15K- 11.3% |
$46.1K - $48.3K
|
8.99K
$381K
|
|
|
Oct 07, 2025
Q3 2025
|
Beacon Financial Group
|
SELL
|
- |
-4.44K- 5.85% |
$179K - $187K
|
71.5K
$3.03M
|
|
|
Oct 06, 2025
Q3 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
SELL
|
- |
-937- 9.3% |
$37.7K - $39.5K
|
9.14K
$388K
|
|
| Q2 2025 | |||||||
|
Aug 18, 2025
Q2 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-500- 60.46% |
$18K - $20.2K
|
327
$13.9K
|
|
|
Aug 14, 2025
Q2 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
17.2KNew |
$620K - $694K
|
17.2K
$730K
|
|
|
Aug 13, 2025
Q2 2025
|
National Bank Of Canada
|
SELL
|
- |
-785- 13.65% |
$28.3K - $31.7K
|
4.97K
$211K
|
|
|
Aug 12, 2025
Q2 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1K+ 204.08% |
$36.1K - $40.3K
|
1.49K
$63.2K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 12, 2025
Q2 2025
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
54.4KNew |
$1.96M - $2.19M
|
54.4K
$2.31M
|
|
|
Aug 11, 2025
Q2 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
11.7KNew |
$421K - $471K
|
11.7K
$495K
|
|
|
Aug 11, 2025
Q2 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
16.5K+ 147.23% |
$595K - $665K
|
27.7K
$1.18M
|
|
|
Aug 08, 2025
Q2 2025
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
BUY
|
- |
5.86K+ 59.86% |
$211K - $236K
|
15.7K
$664K
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
1.62K+ 22.85% |
$58.4K - $65.4K
|
8.71K
$370K
|
|
|
Aug 08, 2025
Q2 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
5.06KNew |
$183K - $204K
|
5.06K
$215K
|
|
|
Aug 06, 2025
Q2 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-4.79K- 78.28% |
$172K - $193K
|
1.33K
$56.4K
|
|
|
Jul 30, 2025
Q2 2025
|
Life Wealth Investments, LLC
Winter Garden, FL |
SELL
|
- |
-62- 0.4% |
$2.24K - $2.5K
|
15.4K
$653K
|
|
|
Jul 28, 2025
Q2 2025
|
Holistic Planning, LLC
Nacogdoches, TX |
BUY
|
- |
8.32KNew |
$300K - $335K
|
8.32K
$353K
|
|
|
Jul 28, 2025
Q2 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
6.02KNew |
$217K - $243K
|
6.02K
$255K
|
|
|
Jul 25, 2025
Q2 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
13.3K+ 27.71% |
$479K - $536K
|
61.2K
$2.6M
|
|
|
Jul 24, 2025
Q2 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
5KNew |
$180K - $202K
|
5K
$212K
|
|
|
Jul 23, 2025
Q2 2025
|
River Tree Advisors, LLC
Winter Park, FL |
BUY
|
- |
5.22KNew |
$188K - $211K
|
5.22K
$222K
|
|
|
Jul 22, 2025
Q2 2025
|
Foguth Wealth Management, Llc.
Brighton, MI |
SELL
|
- |
-242K- 94.01% |
$8.72M - $9.76M
|
15.4K
$654K
|
|
|
Jul 21, 2025
Q2 2025
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-120- 6.78% |
$4.33K - $4.84K
|
1.65K
$70K
|
|
|
Jul 18, 2025
Q2 2025
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
207+ 5.52% |
$7.46K - $8.35K
|
3.96K
$168K
|
|
|
Jul 17, 2025
Q2 2025
|
Sound Income Strategies, LLC
|
SELL
|
- |
-101- 77.69% |
$3.64K - $4.07K
|
29
$1.23K
|
|
|
Jul 15, 2025
Q2 2025
|
Armis Advisers, LLC
Atlanta, GA |
SELL
|
- |
-5.55K- 11.04% |
$200K - $224K
|
44.8K
$1.9M
|
|
|
Jul 09, 2025
Q2 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
SELL
|
- |
-242K- 94.63% |
$8.71M - $9.75M
|
13.7K
$582K
|
|
| Q1 2025 | |||||||
|
Jul 31, 2025
Q1 2025
|
Brinker Capital Investments, LLC
|
BUY
|
- |
9.24KNew |
$348K - $367K
|
9.24K
$392K
|
|
|
May 15, 2025
Q1 2025
|
Fischer Investment Strategies, LLC
Westlake Village, CA |
BUY
|
- |
5.82KNew |
$219K - $231K
|
5.82K
$247K
|
|