Latest Institutional Purchases of First Tr Ex Trd Viii Cboe Vest (DJUN)
This list provides information on the latest institutional transactions involving First Tr Ex Trd Viii Cboe Vest (DJUN) 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 |
|---|---|---|---|---|---|---|---|
|
Jan 30, 2025
Q4 2024
|
Hickory Asset Management, Inc.
Concord, OH |
BUY
|
- |
73.2KNew |
$3.09M - $3.21M
|
73.2K
$3.22M
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
65KNew |
$2.75M - $2.85M
|
65K
$2.86M
|
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
38KNew |
$1.61M - $1.67M
|
38K
$1.67M
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
10.2K+ 5.35% |
$430K - $447K
|
200K
$8.82M
|
|
|
Feb 10, 2025
Q4 2024
|
Founders Financial Securities LLC
|
BUY
|
- |
6.84K+ 89.94% |
$289K - $300K
|
14.4K
$636K
|
|
|
Feb 03, 2025
Q4 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
6.34K+ 6.89% |
$268K - $278K
|
98.3K
$4.33M
|
|
|
Feb 10, 2025
Q4 2024
|
Chris Bulman Inc
Roseville, CA |
BUY
|
- |
4.64KNew |
$196K - $204K
|
4.64K
$204K
|
|
|
Jan 24, 2025
Q4 2024
|
Ogorek Anthony Joseph
|
BUY
|
- |
688+ 6.83% |
$29.1K - $30.2K
|
10.8K
$474K
|
|
|
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 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
43+ 0.11% |
$1.82K - $1.89K
|
37.8K
$1.67M
|
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
34+ 0.18% |
$1.44K - $1.49K
|
19.2K
$846K
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
BUY
|
- |
1+ 0.01% |
$42.3 - $43.9
|
17.4K
$764K
|
|
| Q3 2024 | |||||||
|
Nov 04, 2024
Q3 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
50.7KNew |
$2.02M - $2.16M
|
50.7K
$2.23M
|
|
|
Nov 13, 2024
Q3 2024
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
37.5KNew |
$1.49M - $1.6M
|
37.5K
$1.65M
|
|
|
Oct 29, 2024
Q3 2024
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
26.2KNew |
$1.04M - $1.11M
|
26.2K
$1.15M
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
20.5K+ 78.07% |
$815K - $871K
|
46.7K
$2.05M
|
|
|
Oct 08, 2024
Q3 2024
|
Sage Capital Advisors,Llc
|
BUY
|
- |
14.9K+ 203.41% |
$595K - $635K
|
22.3K
$980K
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
13.8K+ 65.54% |
$549K - $586K
|
34.8K
$1.53M
|
|
|
Nov 12, 2024
Q3 2024
|
Jim Saulnier & Associates, LLC
Fort Collins, CO |
BUY
|
- |
9.97KNew |
$397K - $424K
|
9.97K
$439K
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
9.71K+ 28.62% |
$387K - $413K
|
43.6K
$1.92M
|
|
|
Nov 07, 2024
Q3 2024
|
Schwallier Wealth Management LLC
Grand Rapids, MI |
BUY
|
- |
9.6K+ 167.6% |
$382K - $408K
|
15.3K
$675K
|
|
|
Nov 14, 2024
Q3 2024
|
Old Mission Capital LLC
|
BUY
|
- |
7.83KNew |
$312K - $333K
|
7.83K
$345K
|
|
|
Oct 23, 2024
Q3 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
7.33KNew |
$292K - $312K
|
7.33K
$323K
|
|
|
Nov 12, 2024
Q3 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
6.03KNew |
$240K - $257K
|
6.03K
$266K
|
|
|
Nov 12, 2024
Q3 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
5.99KNew |
$239K - $255K
|
5.99K
$264K
|
|
|
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
|
Ae Wealth Management LLC
|
BUY
|
- |
5.68K+ 23.52% |
$226K - $242K
|
29.8K
$1.31M
|
|
|
Nov 14, 2024
Q3 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
5.55K+ 27.52% |
$221K - $236K
|
25.7K
$1.13M
|
|
|
Oct 18, 2024
Q3 2024
|
Echo Wealth Management, LLC
|
BUY
|
- |
5.16KNew |
$206K - $220K
|
5.16K
$227K
|
|
|
Oct 08, 2024
Q3 2024
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
4.97K+ 75.91% |
$198K - $212K
|
11.5K
$507K
|
|
|
Nov 15, 2024
Q3 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
4.79KNew |
$191K - $204K
|
4.79K
$211K
|
|
|
Nov 15, 2024
Q3 2024
|
Barclays PLC
London, X0 |
BUY
|
- |
4.66KNew |
$186K - $198K
|
4.66K
$205K
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
4.65K+ 19.37% |
$185K - $198K
|
28.7K
$1.26M
|
|
|
Oct 21, 2024
Q3 2024
|
Integrity Financial Corp
|
BUY
|
- |
4.62K+ 27.49% |
$184K - $197K
|
21.4K
$944K
|
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
4.05K+ 58.32% |
$161K - $172K
|
11K
$484K
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
3.2KNew |
$128K - $136K
|
3.2K
$141K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
2.51K+ 7.45% |
$100K - $107K
|
36.2K
$1.59M
|
|
|
Nov 13, 2024
Q3 2024
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
1.83K+ 8.86% |
$72.8K - $77.8K
|
22.5K
$989K
|
|
|
Nov 18, 2024
Q3 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
1.21K+ 8.26% |
$48.2K - $51.5K
|
15.8K
$698K
|
|
|
Oct 31, 2024
Q3 2024
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
BUY
|
- |
991+ 9.53% |
$39.5K - $42.2K
|
11.4K
$502K
|
|
|
Nov 12, 2024
Q3 2024
|
Stone X Group Inc.
|
BUY
|
- |
975+ 4.59% |
$38.9K - $41.5K
|
22.2K
$978K
|
|
|
Nov 13, 2024
Q3 2024
|
Townsquare Capital LLC
|
BUY
|
- |
935+ 10.42% |
$37.3K - $39.8K
|
9.91K
$436K
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
827New |
$33K - $35.2K
|
827
$36.4K
|
|
|
Nov 13, 2024
Q3 2024
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
780+ 1.14% |
$31.1K - $33.2K
|
69.1K
$3.04M
|
|
|
Oct 30, 2024
Q3 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
450New |
$17.9K - $19.2K
|
450
$19.8K
|
|
|
Oct 15, 2024
Q3 2024
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
450+ 53.19% |
$17.9K - $19.2K
|
1.3K
$57.1K
|
|
|
Oct 23, 2024
Q3 2024
|
Santori & Peters, Inc.
|
BUY
|
- |
354+ 1.07% |
$14.1K - $15.1K
|
33.5K
$1.48M
|
|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
133+ 14.83% |
$5.3K - $5.66K
|
1.03K
$45.4K
|
|
| Q2 2024 | |||||||
|
Aug 02, 2024
Q2 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
17KNew |
$667K - $696K
|
17K
$749K
|
|
|
Jul 12, 2024
Q2 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
17KNew |
$667K - $696K
|
17K
$749K
|
|