Latest Institutional Sells 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 sells. 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 sale has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 09, 2025
Q2 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
SELL
|
- |
-242K- 94.63% |
$8.71M - $9.75M
|
13.7K
$582K
|
|
|
Jul 15, 2025
Q2 2025
|
Armis Advisers, LLC
Atlanta, GA |
SELL
|
- |
-5.55K- 11.04% |
$200K - $224K
|
44.8K
$1.9M
|
|
|
Aug 06, 2025
Q2 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-4.79K- 78.28% |
$172K - $193K
|
1.33K
$56.4K
|
|
|
Aug 13, 2025
Q2 2025
|
National Bank Of Canada
|
SELL
|
- |
-785- 13.65% |
$28.3K - $31.7K
|
4.97K
$211K
|
|
|
Aug 18, 2025
Q2 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-500- 60.46% |
$18K - $20.2K
|
327
$13.9K
|
|
|
Jul 21, 2025
Q2 2025
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-120- 6.78% |
$4.33K - $4.84K
|
1.65K
$70K
|
|
|
Jul 17, 2025
Q2 2025
|
Sound Income Strategies, LLC
|
SELL
|
- |
-101- 77.69% |
$3.64K - $4.07K
|
29
$1.23K
|
|
|
Jul 30, 2025
Q2 2025
|
Life Wealth Investments, LLC
Winter Garden, FL |
SELL
|
- |
-62- 0.4% |
$2.24K - $2.5K
|
15.4K
$653K
|
|
| Q1 2025 | |||||||
|
Apr 29, 2025
Q1 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-660- 2.03% |
$24.9K - $26.2K
|
31.9K
$1.35M
|
|
| Q4 2024 | |||||||
|
Feb 05, 2025
Q4 2024
|
Bouchey Financial Group LTD
|
SELL
|
- |
-7.49K- 52.64% |
$285K - $293K
|
6.73K
$286K
|
|
|
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 24, 2025
Q4 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
SELL
|
- |
-116- 1.41% |
$4.41K - $4.53K
|
8.14K
$345K
|
|
| Q3 2024 | |||||||
|
Nov 12, 2024
Q3 2024
|
Centaurus Financial, Inc.
|
SELL
|
- |
-500- 9.59% |
$18.2K - $19.1K
|
4.71K
$200K
|
|
| Q2 2024 | |||||||
|
Jul 12, 2024
Q2 2024
|
Spectrum Asset Management, Inc.
|
SELL
|
- |
-186K- 50.4% |
$6.53M - $6.9M
|
183K
$7.76M
|
|
|
Aug 12, 2024
Q2 2024
|
Sequent Planning LLC
Omaha, NE |
SELL
|
- |
-98.6K- 94.11% |
$3.47M - $3.66M
|
6.18K
$262K
|
|
|
Aug 19, 2024
Q2 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-21.1K- 79.46% |
$742K - $783K
|
5.45K
$231K
|
|
|
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 31, 2024
Q2 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-135- 18.37% |
$4.75K - $5.02K
|
600
$25.5K
|
|
| Q1 2024 | |||||||
|
May 13, 2024
Q1 2024
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
SELL
|
- |
-2.17K- 95.77% |
$75K - $78.3K
|
96
$4.07K
|
|
|
Apr 25, 2024
Q1 2024
|
Mtm Investment Management, LLC
Spartanburg, SC |
SELL
|
- |
-400- 11.11% |
$13.8K - $14.4K
|
3.2K
$136K
|
|
| Q4 2023 | |||||||
|
Feb 06, 2024
Q4 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-1K- 7.37% |
$31.5K - $34.6K
|
12.6K
$533K
|
|
|
Jan 09, 2024
Q4 2023
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-1K- 7.37% |
$31.5K - $34.6K
|
12.6K
$533K
|
|
| Q3 2023 | |||||||
|
Oct 12, 2023
Q3 2023
|
Sage Capital Advisors,Llc
|
SELL
|
- |
-377- 1.88% |
$12.2K - $12.5K
|
19.7K
$835K
|
|
|
Nov 09, 2023
Q3 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-10- 62.5% |
$323 - $332
|
6
$255
|
|
| Q4 2022 | |||||||
|
Jan 13, 2023
Q4 2022
|
Advisor Net Financial, Inc
|
SELL
|
- |
-7.65K- 49.3% |
$228K - $236K
|
7.87K
$334K
|
|
| Q1 2022 | |||||||
|
May 10, 2022
Q1 2022
|
Grant Street Asset Management, Inc.
Canonsburg, PA |
SELL
|
- |
-6.41KClosed |
$202K - $211K
|
0
$0
|
|
| Q4 2021 | |||||||
|
Feb 09, 2022
Q4 2021
|
Tria Gen Wealth Management LLC
|
SELL
|
- |
-8.72KClosed |
$276K - $281K
|
0
$0
|
|
| Q3 2021 | |||||||
|
Nov 09, 2021
Q3 2021
|
Truadvice, LLC
Sarasota, FL |
SELL
|
- |
-34.9KClosed |
$1.1M - $1.11M
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-33.8KClosed |
$1.06M - $1.08M
|
0
$0
|
|
|
Oct 13, 2021
Q3 2021
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-12.4KClosed |
$390K - $396K
|
0
$0
|
|
| Q2 2021 | |||||||
|
Aug 10, 2021
Q2 2021
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-39.3KClosed |
$1.22M - $1.24M
|
0
$0
|
|
|
Aug 13, 2021
Q2 2021
|
3 D/L Capital Management, LLC
|
SELL
|
- |
-10KClosed |
$310K - $317K
|
0
$0
|
|