Latest Institutional Transactions on First Tr Ex Trd Viii Cboe Vest (DJUN)
This table provides information on the latest institutional transactions involving First Tr Ex Trd Viii Cboe Vest (DJUN) 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 |
|---|---|---|---|---|---|---|---|
|
Feb 11, 2025
Q4 2024
|
Grantvest Financial Group LLC
Matawan, NJ |
BUY
|
- |
13.1KNew |
$554K - $576K
|
13.1K
$577K
|
|
|
Feb 11, 2025
Q4 2024
|
Sequent Planning LLC
Omaha, NE |
SELL
|
- |
-94.6K- 92.36% |
$4M - $4.16M
|
7.83K
$345K
|
|
|
Feb 11, 2025
Q4 2024
|
Core First Bank & Trust
Topeka, KS |
SELL
|
- |
-2.78KClosed |
$117K - $122K
|
0
$0
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
135+ 0.47% |
$5.71K - $5.93K
|
28.8K
$1.27M
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
10.2K+ 5.35% |
$430K - $447K
|
200K
$8.82M
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-4.54K- 3.55% |
$192K - $199K
|
123K
$5.43M
|
|
|
Feb 10, 2025
Q4 2024
|
Founders Financial Securities LLC
|
BUY
|
- |
6.84K+ 89.94% |
$289K - $300K
|
14.4K
$636K
|
|
|
Feb 10, 2025
Q4 2024
|
Chris Bulman Inc
Roseville, CA |
BUY
|
- |
4.64KNew |
$196K - $204K
|
4.64K
$204K
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-712- 1.86% |
$30.1K - $31.3K
|
37.6K
$1.65M
|
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
34+ 0.18% |
$1.44K - $1.49K
|
19.2K
$846K
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-2.27K- 30.27% |
$95.9K - $99.7K
|
5.23K
$230K
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-13.1K- 19.63% |
$552K - $573K
|
53.4K
$2.35M
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
65KNew |
$2.75M - $2.85M
|
65K
$2.86M
|
|
|
Feb 05, 2025
Q4 2024
|
Anfield Capital Management, LLC
Newport Beach, CA |
SELL
|
- |
-47- 5.83% |
$1.99K - $2.06K
|
759
$33.4K
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
SELL
|
- |
-2.48K- 3.99% |
$105K - $109K
|
59.8K
$2.63M
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-2.12K- 53.2% |
$89.5K - $93K
|
1.86K
$82K
|
|
|
Feb 03, 2025
Q4 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
6.34K+ 6.89% |
$268K - $278K
|
98.3K
$4.33M
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
43+ 0.11% |
$1.82K - $1.89K
|
37.8K
$1.67M
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
SELL
|
- |
-5.59K- 24.42% |
$236K - $246K
|
17.3K
$762K
|
|
|
Jan 30, 2025
Q4 2024
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
SELL
|
- |
-1.9K- 3.72% |
$80.3K - $83.5K
|
49.1K
$2.16M
|
|
|
Jan 30, 2025
Q4 2024
|
Hickory Asset Management, Inc.
Concord, OH |
BUY
|
- |
73.2KNew |
$3.09M - $3.21M
|
73.2K
$3.22M
|
|
|
Jan 28, 2025
Q4 2024
|
Alpha Star Capital Management, LLC
|
SELL
|
- |
-19- 0.09% |
$803 - $835
|
20K
$882K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-100- 0.64% |
$4.23K - $4.39K
|
15.5K
$682K
|
|
|
Jan 27, 2025
Q4 2024
|
Foguth Wealth Management, Llc.
Brighton, MI |
SELL
|
- |
-2.86K- 4.48% |
$121K - $125K
|
60.9K
$2.68M
|
|
|
Jan 24, 2025
Q4 2024
|
Ogorek Anthony Joseph
|
BUY
|
- |
688+ 6.83% |
$29.1K - $30.2K
|
10.8K
$474K
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
BUY
|
- |
1+ 0.01% |
$42.3 - $43.9
|
17.4K
$764K
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-5.38K- 16.57% |
$227K - $236K
|
27.1K
$1.19M
|
|
|
Jan 23, 2025
Q4 2024
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-1.79K- 5.11% |
$75.6K - $78.6K
|
33.2K
$1.46M
|
|
|
Jan 21, 2025
Q4 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-3.23K- 50.0% |
$136K - $142K
|
3.23K
$142K
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-390- 2.72% |
$16.5K - $17.1K
|
14K
$614K
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
169+ 2.47% |
$7.14K - $7.42K
|
7.01K
$309K
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-4.26K- 29.11% |
$180K - $187K
|
10.4K
$456K
|
|
|
Jan 16, 2025
Q4 2024
|
Maltin Wealth Management, Inc.
|
SELL
|
- |
-456- 4.83% |
$19.3K - $20K
|
8.99K
$396K
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-3.42K- 12.31% |
$144K - $150K
|
24.3K
$1.07M
|
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
38KNew |
$1.61M - $1.67M
|
38K
$1.67M
|
|
|
Jan 13, 2025
Q4 2024
|
Ignite Planners, LLC
|
SELL
|
- |
-2.47K- 7.83% |
$104K - $108K
|
29.1K
$1.28M
|
|
|
Jan 13, 2025
Q4 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
SELL
|
- |
-1.89K- 2.6% |
$79.8K - $83K
|
70.7K
$3.11M
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
SELL
|
- |
-24- 0.18% |
$1.01K - $1.05K
|
13.2K
$583K
|
|
| Q3 2024 | |||||||
|
Nov 18, 2024
Q3 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
1.21K+ 8.26% |
$48.2K - $51.5K
|
15.8K
$698K
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-592- 5.94% |
$23.6K - $25.2K
|
9.38K
$413K
|
|
|
Nov 15, 2024
Q3 2024
|
Barclays PLC
London, X0 |
BUY
|
- |
4.66KNew |
$186K - $198K
|
4.66K
$205K
|
|
|
Nov 15, 2024
Q3 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
4.79KNew |
$191K - $204K
|
4.79K
$211K
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
827New |
$33K - $35.2K
|
827
$36.4K
|
|
|
Nov 14, 2024
Q3 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
5.55K+ 27.52% |
$221K - $236K
|
25.7K
$1.13M
|
|
|
Nov 14, 2024
Q3 2024
|
Blue Chip Wealth Advisors LLC
Milton, GA |
BUY
|
- |
5.82K+ 106.75% |
$232K - $248K
|
11.3K
$496K
|
|
|
Nov 14, 2024
Q3 2024
|
Old Mission Capital LLC
|
BUY
|
- |
7.83KNew |
$312K - $333K
|
7.83K
$345K
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
3.2KNew |
$128K - $136K
|
3.2K
$141K
|
|
|
Nov 14, 2024
Q3 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
5.68K+ 23.52% |
$226K - $242K
|
29.8K
$1.31M
|
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-2.58K- 18.1% |
$103K - $110K
|
11.7K
$514K
|
|
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-5.49K- 52.99% |
$219K - $234K
|
4.87K
$214K
|
|