Purchases and Sales Made in Q1 2024 in First Tr Ex Trd Viii Cboe Vest (DJUN)
This table provides information about the institutional ownership of First Tr Ex Trd Viii Cboe Vest (DJUN) during Q1 2024. The information is specifically focused on institutions that hold shares of FIRST TR EX-TRD VIII CBOE VEST.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
56.3K+ 191.95% |
$2.12M - $2.25M
|
85.6K
$3.76M
|
|
|
May 15, 2024
Q1 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
21.2KNew |
$797K - $848K
|
21.2K
$930K
|
|
|
May 14, 2024
Q1 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
20.3KNew |
$764K - $813K
|
20.3K
$891K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
19.6K+ 200.7% |
$736K - $783K
|
29.3K
$1.29M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
19.1KNew |
$718K - $763K
|
19.1K
$837K
|
|
|
May 14, 2024
Q1 2024
|
Old Mission Capital LLC
|
BUY
|
- |
17.9K+ 297.02% |
$675K - $718K
|
24K
$1.05M
|
|
|
May 15, 2024
Q1 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
17.7KNew |
$665K - $707K
|
17.7K
$775K
|
|
|
Apr 15, 2024
Q1 2024
|
Sage Capital Advisors,Llc
|
BUY
|
- |
17KNew |
$638K - $679K
|
17K
$745K
|
|
|
Apr 09, 2024
Q1 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
14.9KNew |
$561K - $597K
|
14.9K
$654K
|
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
13.8K+ 100.79% |
$518K - $551K
|
27.4K
$1.2M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
11.5K+ 44.53% |
$431K - $459K
|
37.2K
$1.63M
|
|
|
Nov 05, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
10.2KNew |
$383K - $407K
|
10.2K
$446K
|
|
|
Jul 31, 2024
Q1 2024
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
BUY
|
- |
7.62KNew |
$287K - $305K
|
7.62K
$334K
|
|
|
May 14, 2024
Q1 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
7.35K+ 59.76% |
$276K - $294K
|
19.6K
$862K
|
|
|
Apr 30, 2024
Q1 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
7.15KNew |
$269K - $286K
|
7.15K
$314K
|
|
|
May 15, 2024
Q1 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
5.89K+ 4.52% |
$221K - $236K
|
136K
$5.98M
|
|
|
May 13, 2024
Q1 2024
|
Arbor Capital Management Inc
Anchorage, AK |
BUY
|
- |
5.21KNew |
$196K - $209K
|
5.21K
$229K
|
|
|
Apr 15, 2024
Q1 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
5.1KNew |
$192K - $204K
|
5.1K
$224K
|
|
|
May 14, 2024
Q1 2024
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
4.33K+ 6.99% |
$163K - $173K
|
66.2K
$2.9M
|
|
|
May 15, 2024
Q1 2024
|
Townsquare Capital LLC
|
BUY
|
- |
2.29K+ 42.42% |
$86.1K - $91.6K
|
7.69K
$337K
|
|
|
May 08, 2024
Q1 2024
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
2.23K+ 12.51% |
$83.9K - $89.3K
|
20.1K
$880K
|
|
|
Jul 03, 2024
Q1 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
2KNew |
$75.3K - $80.1K
|
2K
$87.8K
|
|
|
May 06, 2024
Q1 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
1.76K+ 12.94% |
$66.4K - $70.6K
|
15.4K
$676K
|
|
|
May 15, 2024
Q1 2024
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
220+ 2.08% |
$8.28K - $8.81K
|
10.8K
$473K
|
|
|
Aug 08, 2024
Q1 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
11+ 1.23% |
$414 - $440
|
908
$39.9K
|
|
|
Apr 23, 2024
Q1 2024
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
SELL
|
- |
-13- 1.97% |
$489 - $520
|
647
$28.4K
|
|
|
Apr 11, 2024
Q1 2024
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-150- 4.82% |
$5.64K - $6K
|
2.96K
$130K
|
|
|
Apr 29, 2024
Q1 2024
|
Ergawealth Advisors, Inc.
Oak Brook, IL |
SELL
|
- |
-257- 4.28% |
$9.67K - $10.3K
|
5.75K
$252K
|
|
|
May 10, 2024
Q1 2024
|
Truist Financial Corp
|
SELL
|
- |
-385- 2.13% |
$14.5K - $15.4K
|
17.7K
$775K
|
|
|
Jul 22, 2024
Q1 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-526- 0.71% |
$19.8K - $21.1K
|
73.8K
$3.24M
|
|
|
May 06, 2024
Q1 2024
|
Spinnaker Trust
|
SELL
|
- |
-684- 1.17% |
$25.7K - $27.4K
|
57.6K
$2.53M
|
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-880- 5.25% |
$33.1K - $35.2K
|
15.9K
$697K
|
|
|
May 02, 2024
Q1 2024
|
Integrity Financial Corp
|
SELL
|
- |
-962- 9.96% |
$36.2K - $38.5K
|
8.7K
$382K
|
|
|
May 03, 2024
Q1 2024
|
Ogorek Anthony Joseph
|
SELL
|
- |
-1.29K- 88.21% |
$48.4K - $51.5K
|
172
$7.55K
|
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-1.35K- 5.47% |
$50.8K - $54K
|
23.3K
$1.02M
|
|
|
May 08, 2024
Q1 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-1.63K- 23.56% |
$61.2K - $65.1K
|
5.28K
$232K
|
|
|
Apr 24, 2024
Q1 2024
|
Spire Wealth Management
|
SELL
|
- |
-1.91K- 38.77% |
$71.7K - $76.3K
|
3.01K
$132K
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-2.1K- 12.21% |
$78.9K - $83.9K
|
15.1K
$662K
|
|
|
May 15, 2024
Q1 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-2.95K- 30.17% |
$111K - $118K
|
6.82K
$299K
|
|
|
May 13, 2024
Q1 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-3.56K- 19.4% |
$134K - $143K
|
14.8K
$650K
|
|
|
May 02, 2024
Q1 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-3.64K- 20.3% |
$137K - $146K
|
14.3K
$627K
|
|
|
Apr 15, 2024
Q1 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-3.92K- 18.0% |
$148K - $157K
|
17.9K
$784K
|
|
|
Apr 15, 2024
Q1 2024
|
Maltin Wealth Management, Inc.
|
SELL
|
- |
-4.79K- 18.79% |
$180K - $192K
|
20.7K
$909K
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-5.33K- 45.29% |
$201K - $213K
|
6.44K
$283K
|
|
|
Apr 23, 2024
Q1 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-6K- 21.79% |
$226K - $240K
|
21.5K
$944K
|
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-6.02K- 37.19% |
$227K - $241K
|
10.2K
$446K
|
|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
SELL
|
- |
-9.76K- 92.56% |
$367K - $390K
|
784
$34.4K
|
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-21.6K- 17.74% |
$813K - $865K
|
100K
$4.4M
|
|
|
May 15, 2024
Q1 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-22.9K- 46.03% |
$862K - $917K
|
26.9K
$1.18M
|
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-24.4K- 22.95% |
$916K - $975K
|
81.7K
$3.59M
|