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 |
|---|---|---|---|---|---|---|---|
|
Oct 31, 2025
Q3 2025
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
5.06KNew |
$228K - $235K
|
5.06K
$236K
|
|
|
Oct 27, 2025
Q3 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-27.3K- 30.91% |
$1.23M - $1.27M
|
61K
$2.84M
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
230+ 2.16% |
$10.4K - $10.7K
|
10.9K
$507K
|
|
|
Oct 23, 2025
Q3 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-23.7K- 58.76% |
$1.07M - $1.1M
|
16.6K
$774K
|
|
|
Oct 23, 2025
Q3 2025
|
Spire Wealth Management
|
SELL
|
- |
-3.89K- 56.36% |
$175K - $181K
|
3.01K
$140K
|
|
|
Oct 23, 2025
Q3 2025
|
Evolution Wealth Management Inc.
Fort Myers, FL |
SELL
|
- |
-2.16K- 13.5% |
$97.3K - $100K
|
13.8K
$645K
|
|
|
Oct 22, 2025
Q3 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-6- 0.51% |
$270 - $279
|
1.17K
$54.6K
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-8.98K- 8.28% |
$405K - $418K
|
99.5K
$4.64M
|
|
|
Oct 20, 2025
Q3 2025
|
Life Wealth Investments, LLC
Winter Garden, FL |
SELL
|
- |
-689- 12.11% |
$31K - $32K
|
5K
$233K
|
|
|
Oct 15, 2025
Q3 2025
|
Santori & Peters, Inc.
|
BUY
|
- |
812+ 2.27% |
$36.6K - $37.8K
|
36.6K
$1.7M
|
|
|
Oct 15, 2025
Q3 2025
|
Brookstone Capital Management
|
SELL
|
- |
-527- 4.18% |
$23.7K - $24.5K
|
12.1K
$564K
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
BUY
|
- |
40.9K+ 129.73% |
$1.84M - $1.9M
|
72.5K
$3.38M
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-4.32K- 43.61% |
$194K - $201K
|
5.58K
$260K
|
|
|
Oct 09, 2025
Q3 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-1.98K- 24.36% |
$89K - $91.8K
|
6.13K
$286K
|
|
|
Oct 09, 2025
Q3 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
SELL
|
- |
-4.85K- 42.22% |
$218K - $225K
|
6.63K
$309K
|
|
|
Oct 07, 2025
Q3 2025
|
Sage Capital Advisors,Llc
|
SELL
|
- |
-1.2K- 19.43% |
$54.1K - $55.8K
|
4.98K
$232K
|
|
|
Oct 07, 2025
Q3 2025
|
Ignite Planners, LLC
|
SELL
|
- |
-225- 0.58% |
$10.1K - $10.5K
|
38.5K
$1.79M
|
|
|
Oct 06, 2025
Q3 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
SELL
|
- |
-4.26K- 12.07% |
$192K - $198K
|
31.1K
$1.45M
|
|
| Q2 2025 | |||||||
|
Sep 10, 2025
Q2 2025
|
Wt Wealth Management
|
BUY
|
- |
4.44KNew |
$174K - $200K
|
4.44K
$207K
|
|
|
Aug 14, 2025
Q2 2025
|
Schwallier Wealth Management LLC
Grand Rapids, MI |
SELL
|
- |
-14.6KClosed |
$575K - $659K
|
0
$0
|
|
|
Aug 14, 2025
Q2 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
11.9K+ 220.15% |
$468K - $537K
|
17.3K
$808K
|
|
|
Aug 14, 2025
Q2 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
3.49KNew |
$137K - $157K
|
3.49K
$162K
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-9.95K- 75.58% |
$390K - $448K
|
3.21K
$150K
|
|
|
Aug 13, 2025
Q2 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
3.63KNew |
$142K - $163K
|
3.63K
$169K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 11, 2025
Q2 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
7.25KNew |
$284K - $326K
|
7.25K
$338K
|
|
|
Aug 08, 2025
Q2 2025
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-3.2K- 11.14% |
$126K - $144K
|
25.5K
$1.19M
|
|
|
Aug 04, 2025
Q2 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
970+ 2.57% |
$38.1K - $43.7K
|
38.7K
$1.8M
|
|
|
Jul 30, 2025
Q2 2025
|
Blue Chip Wealth Advisors LLC
Milton, GA |
SELL
|
- |
-3.42K- 30.38% |
$134K - $154K
|
7.84K
$366K
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1.31K+ 3.72% |
$51.2K - $58.8K
|
36.4K
$1.7M
|
|
|
Jul 28, 2025
Q2 2025
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-2- 0.02% |
$78.5 - $90
|
12.4K
$580K
|
|
|
Jul 24, 2025
Q2 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-287- 1.61% |
$11.3K - $12.9K
|
17.5K
$817K
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
67+ 3.6% |
$2.63K - $3.02K
|
1.93K
$89.9K
|
|
|
Jul 22, 2025
Q2 2025
|
Hickory Asset Management, Inc.
Concord, OH |
BUY
|
- |
2.33K+ 3.21% |
$91.4K - $105K
|
75K
$3.5M
|
|
|
Jul 15, 2025
Q2 2025
|
Armis Advisers, LLC
Atlanta, GA |
SELL
|
- |
-18.6K- 17.38% |
$729K - $836K
|
88.3K
$4.11M
|
|
|
Jul 15, 2025
Q2 2025
|
Lvz, Inc.
|
SELL
|
- |
-1.19K- 17.56% |
$46.7K - $53.6K
|
5.59K
$260K
|
|
|
Jul 14, 2025
Q2 2025
|
Chris Bulman Inc
Roseville, CA |
BUY
|
- |
4.64KNew |
$182K - $209K
|
4.64K
$216K
|
|
|
Jul 14, 2025
Q2 2025
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
1.4KNew |
$54.9K - $63K
|
1.4K
$65.3K
|
|
| Q1 2025 | |||||||
|
May 15, 2025
Q1 2025
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
BUY
|
- |
8.63KNew |
$358K - $385K
|
8.63K
$402K
|
|
|
May 15, 2025
Q1 2025
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
11.9KNew |
$496K - $532K
|
11.9K
$557K
|
|
|
May 15, 2025
Q1 2025
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-11K- 49.11% |
$458K - $491K
|
11.4K
$533K
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-2.2K- 68.78% |
$91.4K - $98.2K
|
1K
$46.6K
|
|
|
May 15, 2025
Q1 2025
|
Foguth Wealth Management, Llc.
Brighton, MI |
SELL
|
- |
-10.4K- 17.1% |
$432K - $464K
|
50.5K
$2.35M
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
3.01K+ 62.72% |
$125K - $134K
|
7.8K
$364K
|
|
|
May 14, 2025
Q1 2025
|
Centaurus Financial, Inc.
|
BUY
|
- |
500+ 20.0% |
$20.8K - $22.3K
|
3K
$140K
|
|
|
May 13, 2025
Q1 2025
|
Hanlon Investment Management, Inc.
|
BUY
|
- |
9.76KNew |
$405K - $435K
|
9.76K
$455K
|
|
|
May 12, 2025
Q1 2025
|
Founders Financial Securities LLC
|
BUY
|
- |
19.5K+ 135.15% |
$810K - $870K
|
34K
$1.58M
|
|
|
May 12, 2025
Q1 2025
|
Townsquare Capital LLC
|
SELL
|
- |
-2- 0.02% |
$83 - $89.1
|
9.9K
$461K
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-22.6K- 59.82% |
$939K - $1.01M
|
15.2K
$708K
|
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
36.9KNew |
$1.53M - $1.65M
|
36.9K
$1.72M
|
|