Purchases and Sales Made in Q2 2025 in First Exc Trd Viii Cboe Vest U (DJAN)
This table provides information about the institutional ownership of First Exc Trd Viii Cboe Vest U (DJAN) during Q2 2025. The information is specifically focused on institutions that hold shares of FIRST EXC-TRD VIII CBOE VEST U.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Sep 04, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
255K+ 642.83% |
$9.18M - $10.3M
|
294K
$12.5M
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
62.8K+ 99.1% |
$2.26M - $2.53M
|
126K
$5.35M
|
|
|
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
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
27.8KNew |
$1M - $1.12M
|
27.8K
$1.18M
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
21.9K+ 217.27% |
$790K - $883K
|
32K
$1.36M
|
|
|
Jul 21, 2025
Q2 2025
|
Precedent Wealth Partners, LLC
Houston, TX |
BUY
|
- |
20.6K+ 10.45% |
$742K - $831K
|
218K
$9.24M
|
|
|
Aug 14, 2025
Q2 2025
|
Old Mission Capital LLC
|
BUY
|
- |
20.5KNew |
$737K - $825K
|
20.5K
$868K
|
|
|
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
|
|
|
Aug 29, 2025
Q2 2025
|
Evolution Wealth Management Inc.
Fort Myers, FL |
BUY
|
- |
15.1KNew |
$543K - $608K
|
15.1K
$640K
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
13.4K+ 19.9% |
$484K - $541K
|
80.9K
$3.43M
|
|
|
Jul 25, 2025
Q2 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
13.3K+ 27.71% |
$479K - $536K
|
61.2K
$2.6M
|
|
|
Jul 28, 2025
Q2 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
12.3KNew |
$442K - $495K
|
12.3K
$521K
|
|
|
Aug 11, 2025
Q2 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
11.7KNew |
$421K - $471K
|
11.7K
$495K
|
|
|
Aug 13, 2025
Q2 2025
|
Stone X Group Inc.
|
BUY
|
- |
10KNew |
$362K - $405K
|
10K
$426K
|
|
|
Jul 28, 2025
Q2 2025
|
Holistic Planning, LLC
Nacogdoches, TX |
BUY
|
- |
8.32KNew |
$300K - $335K
|
8.32K
$353K
|
|
|
Aug 07, 2025
Q2 2025
|
Pfg Advisors
|
BUY
|
- |
8.06KNew |
$291K - $325K
|
8.06K
$342K
|
|
|
Aug 12, 2025
Q2 2025
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
6.54K+ 0.91% |
$236K - $264K
|
729K
$30.9M
|
|
|
Aug 13, 2025
Q2 2025
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
6.29K+ 18.17% |
$227K - $254K
|
40.9K
$1.74M
|
|
|
Aug 14, 2025
Q2 2025
|
Hrt Financial LP
New York, NY |
BUY
|
- |
6.05KNew |
$218K - $244K
|
6.05K
$257K
|
|
|
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 04, 2025
Q2 2025
|
Buck Wealth Strategies, LLC
Denver, CO |
BUY
|
- |
4.64K+ 68.07% |
$167K - $187K
|
11.4K
$486K
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
4.46K+ 2.27% |
$161K - $180K
|
201K
$8.52M
|
|
|
Aug 06, 2025
Q2 2025
|
Founders Financial Securities LLC
|
BUY
|
- |
3.18K+ 8.43% |
$115K - $128K
|
40.9K
$1.74M
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
3.12K+ 4.19% |
$112K - $126K
|
77.6K
$3.29M
|
|
|
Jul 18, 2025
Q2 2025
|
Vicus Capital
State College, PA |
BUY
|
- |
2.76K+ 38.9% |
$99.5K - $111K
|
9.86K
$418K
|
|
|
Aug 13, 2025
Q2 2025
|
Barclays PLC
London, X0 |
BUY
|
- |
2.47K+ 4755.77% |
$89.2K - $99.8K
|
2.53K
$107K
|
|
|
Aug 14, 2025
Q2 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
2.43K+ 10.07% |
$87.6K - $98K
|
26.6K
$1.13M
|
|
|
Aug 05, 2025
Q2 2025
|
Integrity Financial Corp
|
BUY
|
- |
2.07K+ 16.44% |
$74.7K - $83.6K
|
14.7K
$623K
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
1.95K+ 4.17% |
$70.3K - $78.6K
|
48.7K
$2.07M
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
1.62K+ 22.85% |
$58.4K - $65.4K
|
8.71K
$370K
|
|
|
Aug 13, 2025
Q2 2025
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
1.6K+ 0.69% |
$57.6K - $64.4K
|
232K
$9.83M
|
|
|
Aug 13, 2025
Q2 2025
|
Smart Wealth LLC
Omaha, NE |
BUY
|
- |
1.09K+ 0.7% |
$39.2K - $43.9K
|
157K
$6.68M
|
|
|
Aug 12, 2025
Q2 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1K+ 204.08% |
$36.1K - $40.3K
|
1.49K
$63.2K
|
|
|
Aug 14, 2025
Q2 2025
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
675+ 16.35% |
$24.3K - $27.2K
|
4.8K
$204K
|
|
|
Aug 04, 2025
Q2 2025
|
Arbor Capital Management Inc
Anchorage, AK |
BUY
|
- |
570+ 8.82% |
$20.5K - $23K
|
7.04K
$299K
|
|
|
Jul 22, 2025
Q2 2025
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
BUY
|
- |
378+ 4.34% |
$13.6K - $15.2K
|
9.09K
$386K
|
|
|
Jul 18, 2025
Q2 2025
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
207+ 5.52% |
$7.46K - $8.35K
|
3.96K
$168K
|
|
|
Jul 23, 2025
Q2 2025
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
145+ 0.27% |
$5.23K - $5.85K
|
54.6K
$2.32M
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
BUY
|
- |
141+ 0.47% |
$5.08K - $5.69K
|
30.4K
$1.29M
|
|
|
Aug 14, 2025
Q2 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
134+ 11.49% |
$4.83K - $5.41K
|
1.3K
$55.2K
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
126+ 0.49% |
$4.54K - $5.08K
|
25.6K
$1.09M
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
89+ 0.1% |
$3.21K - $3.59K
|
91.3K
$3.87M
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 11, 2025
Q2 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-1- -0.0% |
$36.1 - $40.3
|
23.9K
$1.01M
|
|
|
Jul 23, 2025
Q2 2025
|
Ignite Planners, LLC
|
SELL
|
- |
-45- 0.44% |
$1.62K - $1.82K
|
10.1K
$430K
|
|