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 |
|---|---|---|---|---|---|---|---|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
9.24KNew |
$348K - $367K
|
9.24K
$392K
|
|
|
May 14, 2025
Q1 2025
|
Jdm Financial Group LLC
Encino, CA |
BUY
|
- |
42.8KNew |
$1.61M - $1.7M
|
42.8K
$1.82M
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
6.24K+ 4246.94% |
$235K - $248K
|
6.39K
$271K
|
|
|
May 12, 2025
Q1 2025
|
Townsquare Capital LLC
|
BUY
|
- |
10.8K+ 24.8% |
$406K - $428K
|
54.2K
$2.3M
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
8.28KNew |
$312K - $329K
|
8.28K
$351K
|
|
|
May 09, 2025
Q1 2025
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
1.82KNew |
$68.6K - $72.4K
|
1.82K
$77.2K
|
|
|
May 05, 2025
Q1 2025
|
1 St Source Bank
|
BUY
|
- |
20.5KNew |
$774K - $816K
|
20.5K
$871K
|
|
|
May 05, 2025
Q1 2025
|
Wt Wealth Management
|
BUY
|
- |
8.33KNew |
$314K - $331K
|
8.33K
$354K
|
|
|
Apr 29, 2025
Q1 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-660- 2.03% |
$24.9K - $26.2K
|
31.9K
$1.35M
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
502+ 180.58% |
$18.9K - $20K
|
780
$33.1K
|
|
|
Apr 22, 2025
Q1 2025
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
559New |
$21.1K - $22.2K
|
559
$23.7K
|
|
|
Apr 21, 2025
Q1 2025
|
Cottage Street Advisors LLC
|
BUY
|
- |
6.77KNew |
$255K - $269K
|
6.77K
$287K
|
|
|
Apr 21, 2025
Q1 2025
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
5.42KNew |
$204K - $215K
|
5.42K
$230K
|
|
|
Apr 18, 2025
Q1 2025
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
22+ 0.29% |
$829 - $875
|
7.52K
$319K
|
|
|
Apr 14, 2025
Q1 2025
|
Tounjian Advisory Partners, LLC
Fort Myers, FL |
BUY
|
- |
20KNew |
$754K - $795K
|
20K
$849K
|
|
| Q4 2024 | |||||||
|
Feb 14, 2025
Q4 2024
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
BUY
|
- |
3.02K+ 6.72% |
$115K - $118K
|
47.9K
$2.03M
|
|
|
Feb 13, 2025
Q4 2024
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
70New |
$2.66K - $2.74K
|
70
$2.97K
|
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
3.02K+ 7.14% |
$115K - $118K
|
45.3K
$1.92M
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
BUY
|
- |
1.64KNew |
$62.4K - $64.2K
|
1.64K
$69.7K
|
|
|
Feb 05, 2025
Q4 2024
|
Bouchey Financial Group LTD
|
SELL
|
- |
-7.49K- 52.64% |
$285K - $293K
|
6.73K
$286K
|
|
|
Jan 24, 2025
Q4 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
SELL
|
- |
-116- 1.41% |
$4.41K - $4.53K
|
8.14K
$345K
|
|
|
Jan 22, 2025
Q4 2024
|
Jim Saulnier & Associates, LLC
Fort Collins, CO |
SELL
|
- |
-1.68K- 16.47% |
$63.7K - $65.5K
|
8.49K
$360K
|
|
|
Jan 21, 2025
Q4 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-350- 56.0% |
$13.3K - $13.7K
|
275
$11.7K
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
742New |
$28.2K - $29K
|
742
$31.5K
|
|
| Q3 2024 | |||||||
|
May 14, 2025
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
177+ 295.0% |
$6.43K - $6.76K
|
237
$10.1K
|
|
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
7.17K+ 106.03% |
$261K - $274K
|
13.9K
$591K
|
|
|
Nov 13, 2024
Q3 2024
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
250New |
$9.09K - $9.54K
|
250
$10.6K
|
|
|
Nov 12, 2024
Q3 2024
|
Centaurus Financial, Inc.
|
SELL
|
- |
-500- 9.59% |
$18.2K - $19.1K
|
4.71K
$200K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
2.92K+ 12.04% |
$106K - $111K
|
27.1K
$1.15M
|
|
| Q2 2024 | |||||||
|
Dec 12, 2024
Q2 2024
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
BUY
|
- |
23.1KNew |
$811K - $857K
|
23.1K
$979K
|
|
|
Aug 19, 2024
Q2 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-21.1K- 79.46% |
$742K - $783K
|
5.45K
$231K
|
|
|
Aug 14, 2024
Q2 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
5.4KNew |
$190K - $201K
|
5.4K
$229K
|
|
|
Aug 12, 2024
Q2 2024
|
Sequent Planning LLC
Omaha, NE |
SELL
|
- |
-98.6K- 94.11% |
$3.47M - $3.66M
|
6.18K
$262K
|
|
|
Aug 09, 2024
Q2 2024
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
25New |
$880 - $929
|
25
$1.06K
|
|
|
Aug 06, 2024
Q2 2024
|
Chris Bulman Inc
Roseville, CA |
BUY
|
- |
4.61KNew |
$162K - $171K
|
4.61K
$196K
|
|
|
Jul 31, 2024
Q2 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-135- 18.37% |
$4.75K - $5.02K
|
600
$25.5K
|
|
|
Jul 29, 2024
Q2 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-7.05K- 10.63% |
$248K - $262K
|
59.3K
$2.52M
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-143- 2.11% |
$5.03K - $5.31K
|
6.64K
$282K
|
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
99New |
$3.48K - $3.68K
|
99
$4.2K
|
|
|
Jul 12, 2024
Q2 2024
|
Spectrum Asset Management, Inc.
|
SELL
|
- |
-186K- 50.4% |
$6.53M - $6.9M
|
183K
$7.76M
|
|
| Q1 2024 | |||||||
|
Aug 13, 2024
Q1 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
273K+ 4083.99% |
$9.42M - $9.84M
|
280K
$11.9M
|
|
|
Jul 03, 2024
Q1 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
300New |
$10.4K - $10.8K
|
300
$12.7K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
20.7K+ 156.71% |
$715K - $747K
|
33.9K
$1.44M
|
|
|
May 14, 2024
Q1 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
29.4KNew |
$1.02M - $1.06M
|
29.4K
$1.25M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
26.3KNew |
$907K - $947K
|
26.3K
$1.11M
|
|
|
May 13, 2024
Q1 2024
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
SELL
|
- |
-2.17K- 95.77% |
$75K - $78.3K
|
96
$4.07K
|
|
|
May 13, 2024
Q1 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
323New |
$11.1K - $11.6K
|
323
$13.7K
|
|
|
Apr 25, 2024
Q1 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
315+ 3.64% |
$10.9K - $11.4K
|
8.97K
$381K
|
|
|
Apr 25, 2024
Q1 2024
|
Mtm Investment Management, LLC
Spartanburg, SC |
SELL
|
- |
-400- 11.11% |
$13.8K - $14.4K
|
3.2K
$136K
|
|
|
Apr 22, 2024
Q1 2024
|
Rovin Capital
|
BUY
|
- |
7.2KNew |
$248K - $259K
|
7.2K
$305K
|
|