Latest Institutional Purchases of First Exc Trd Viii Cboe Vest U (DJAN)
This list provides information on the latest institutional transactions involving First Exc Trd Viii Cboe Vest U (DJAN) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| 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
|
|
|
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
|
|
| Q2 2025 | |||||||
|
Aug 12, 2025
Q2 2025
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
54.4KNew |
$1.96M - $2.19M
|
54.4K
$2.31M
|
|
|
Aug 14, 2025
Q2 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
17.2KNew |
$620K - $694K
|
17.2K
$730K
|
|
|
Aug 11, 2025
Q2 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
16.5K+ 147.23% |
$595K - $665K
|
27.7K
$1.18M
|
|
|
Jul 25, 2025
Q2 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
13.3K+ 27.71% |
$479K - $536K
|
61.2K
$2.6M
|
|
|
Aug 11, 2025
Q2 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
11.7KNew |
$421K - $471K
|
11.7K
$495K
|
|
|
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
|
|
|
Aug 08, 2025
Q2 2025
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
BUY
|
- |
5.86K+ 59.86% |
$211K - $236K
|
15.7K
$664K
|
|
|
Jul 23, 2025
Q2 2025
|
River Tree Advisors, LLC
Winter Park, FL |
BUY
|
- |
5.22KNew |
$188K - $211K
|
5.22K
$222K
|
|
|
Aug 08, 2025
Q2 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
5.06KNew |
$183K - $204K
|
5.06K
$215K
|
|
|
Jul 24, 2025
Q2 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
5KNew |
$180K - $202K
|
5K
$212K
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
1.62K+ 22.85% |
$58.4K - $65.4K
|
8.71K
$370K
|
|
|
Aug 12, 2025
Q2 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1K+ 204.08% |
$36.1K - $40.3K
|
1.49K
$63.2K
|
|
|
Jul 18, 2025
Q2 2025
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
207+ 5.52% |
$7.46K - $8.35K
|
3.96K
$168K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q1 2025 | |||||||
|
May 14, 2025
Q1 2025
|
Jdm Financial Group LLC
Encino, CA |
BUY
|
- |
42.8KNew |
$1.61M - $1.7M
|
42.8K
$1.82M
|
|
|
May 05, 2025
Q1 2025
|
1 St Source Bank
|
BUY
|
- |
20.5KNew |
$774K - $816K
|
20.5K
$871K
|
|
|
Apr 14, 2025
Q1 2025
|
Tounjian Advisory Partners, LLC
Fort Myers, FL |
BUY
|
- |
20KNew |
$754K - $795K
|
20K
$849K
|
|
|
May 12, 2025
Q1 2025
|
Townsquare Capital LLC
|
BUY
|
- |
10.8K+ 24.8% |
$406K - $428K
|
54.2K
$2.3M
|
|
|
Jul 31, 2025
Q1 2025
|
Brinker Capital Investments, LLC
|
BUY
|
- |
9.24KNew |
$348K - $367K
|
9.24K
$392K
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
9.24KNew |
$348K - $367K
|
9.24K
$392K
|
|
|
May 05, 2025
Q1 2025
|
Wt Wealth Management
|
BUY
|
- |
8.33KNew |
$314K - $331K
|
8.33K
$354K
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
8.28KNew |
$312K - $329K
|
8.28K
$351K
|
|
|
Apr 21, 2025
Q1 2025
|
Cottage Street Advisors LLC
|
BUY
|
- |
6.77KNew |
$255K - $269K
|
6.77K
$287K
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
6.24K+ 4246.94% |
$235K - $248K
|
6.39K
$271K
|
|