Purchases and Sales Made in Q2 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 Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 12, 2024
Q2 2024
|
Sequent Planning LLC
Omaha, NE |
BUY
|
- |
108KNew |
$4.26M - $4.44M
|
108K
$4.76M
|
|
|
Aug 14, 2024
Q2 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
54.4K+ 39.9% |
$2.13M - $2.23M
|
191K
$8.37M
|
|
|
Aug 13, 2024
Q2 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
33.4KNew |
$1.31M - $1.37M
|
33.4K
$1.47M
|
|
|
Jul 22, 2024
Q2 2024
|
Santori & Peters, Inc.
|
BUY
|
- |
33.1KNew |
$1.3M - $1.36M
|
33.1K
$1.45M
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
24.6K+ 381.96% |
$966K - $1.01M
|
31K
$1.36M
|
|
|
Jul 31, 2024
Q2 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
23.3K+ 28.45% |
$913K - $952K
|
105K
$4.61M
|
|
|
Aug 07, 2024
Q2 2024
|
Stone X Group Inc.
|
BUY
|
- |
21.2KNew |
$833K - $869K
|
21.2K
$932K
|
|
|
Aug 09, 2024
Q2 2024
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
20.6KNew |
$810K - $845K
|
20.6K
$905K
|
|
|
Jul 09, 2024
Q2 2024
|
Cwm, LLC
|
BUY
|
- |
20.4K+ 2597.58% |
$799K - $834K
|
21.1K
$928K
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
18.6K+ 123.42% |
$731K - $762K
|
33.7K
$1.48M
|
|
|
Jul 22, 2024
Q2 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
18.1K+ 122.07% |
$709K - $740K
|
32.9K
$1.44M
|
|
|
Aug 02, 2024
Q2 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
17KNew |
$667K - $696K
|
17K
$746K
|
|
|
Jul 12, 2024
Q2 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
17KNew |
$667K - $696K
|
17K
$746K
|
|
|
Aug 14, 2024
Q2 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
15.5KNew |
$608K - $634K
|
15.5K
$679K
|
|
|
Jul 18, 2024
Q2 2024
|
Brookstone Capital Management
|
BUY
|
- |
13.1KNew |
$515K - $537K
|
13.1K
$575K
|
|
|
Aug 14, 2024
Q2 2024
|
Brown Advisory Inc
|
BUY
|
- |
12.3KNew |
$481K - $502K
|
12.3K
$538K
|
|
|
Jul 26, 2024
Q2 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
11.3K+ 52.42% |
$443K - $462K
|
32.8K
$1.44M
|
|
|
Jul 24, 2024
Q2 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
10.8KNew |
$424K - $442K
|
10.8K
$474K
|
|
|
Aug 09, 2024
Q2 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
10.8KNew |
$424K - $442K
|
10.8K
$474K
|
|
|
Jul 17, 2024
Q2 2024
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
BUY
|
- |
10.4KNew |
$408K - $426K
|
10.4K
$456K
|
|
|
Aug 14, 2024
Q2 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
9.97KNew |
$391K - $408K
|
9.97K
$438K
|
|
|
Aug 15, 2024
Q2 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
9.07K+ 175.02% |
$356K - $371K
|
14.2K
$625K
|
|
|
Jul 29, 2024
Q2 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
8.66K+ 44.07% |
$340K - $354K
|
28.3K
$1.24M
|
|
|
Aug 14, 2024
Q2 2024
|
Core First Bank & Trust
Topeka, KS |
BUY
|
- |
8.37KNew |
$328K - $342K
|
8.37K
$367K
|
|
|
Jul 30, 2024
Q2 2024
|
Integrity Financial Corp
|
BUY
|
- |
8.11K+ 93.23% |
$318K - $332K
|
16.8K
$738K
|
|
|
Jul 22, 2024
Q2 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
8.11KNew |
$318K - $332K
|
8.11K
$356K
|
|
|
Dec 12, 2024
Q2 2024
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
BUY
|
- |
7.62KNew |
$299K - $312K
|
7.62K
$334K
|
|
|
Jul 19, 2024
Q2 2024
|
Lunt Capital Management, Inc.
Holladay, UT |
BUY
|
- |
7.33KNew |
$288K - $300K
|
7.33K
$322K
|
|
|
Jul 26, 2024
Q2 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
7.14K+ 9.68% |
$280K - $292K
|
80.9K
$3.55M
|
|
|
Jul 17, 2024
Q2 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
6.85KNew |
$269K - $280K
|
6.85K
$301K
|
|
|
Aug 05, 2024
Q2 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
6.69KNew |
$262K - $274K
|
6.69K
$293K
|
|
|
Aug 12, 2024
Q2 2024
|
Blue Chip Wealth Advisors LLC
Milton, GA |
BUY
|
- |
5.45KNew |
$214K - $223K
|
5.45K
$239K
|
|
|
Aug 14, 2024
Q2 2024
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
5.05KNew |
$198K - $207K
|
5.05K
$222K
|
|
|
Aug 06, 2024
Q2 2024
|
Chris Bulman Inc
Roseville, CA |
BUY
|
- |
4.64KNew |
$182K - $190K
|
4.64K
$204K
|
|
|
Aug 20, 2024
Q2 2024
|
Truist Financial Corp
|
BUY
|
- |
4.04K+ 22.89% |
$159K - $165K
|
21.7K
$952K
|
|
|
Jul 26, 2024
Q2 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
2.88K+ 12.35% |
$113K - $118K
|
26.2K
$1.15M
|
|
|
Aug 13, 2024
Q2 2024
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
2.17K+ 3.28% |
$85.1K - $88.7K
|
68.3K
$3M
|
|
|
Aug 14, 2024
Q2 2024
|
Townsquare Capital LLC
|
BUY
|
- |
1.29K+ 16.77% |
$50.6K - $52.8K
|
8.97K
$394K
|
|
|
Aug 08, 2024
Q2 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
897New |
$35.2K - $36.7K
|
897
$39.4K
|
|
|
Jul 31, 2024
Q2 2024
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
816New |
$32K - $33.4K
|
816
$35.8K
|
|
|
Aug 13, 2024
Q2 2024
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
382+ 3.54% |
$15K - $15.6K
|
11.2K
$490K
|
|
|
Aug 06, 2024
Q2 2024
|
Arbor Capital Management Inc
Anchorage, AK |
BUY
|
- |
361+ 6.92% |
$14.2K - $14.8K
|
5.58K
$245K
|
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
245+ 23.42% |
$9.62K - $10K
|
1.29K
$56.7K
|
|
|
Jul 10, 2024
Q2 2024
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
236+ 38.69% |
$9.26K - $9.66K
|
846
$37.1K
|
|
|
Aug 13, 2024
Q2 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
130+ 1.91% |
$5.1K - $5.32K
|
6.95K
$305K
|
|
|
Jul 19, 2024
Q2 2024
|
Ergawealth Advisors, Inc.
Oak Brook, IL |
BUY
|
- |
118+ 2.05% |
$4.63K - $4.83K
|
5.86K
$257K
|
|
|
Aug 09, 2024
Q2 2024
|
Hartford Financial Management Inc.
|
BUY
|
- |
26New |
$1.02K - $1.06K
|
26
$1.14K
|
|
|
Jul 12, 2024
Q2 2024
|
Ignite Planners, LLC
|
BUY
|
- |
15+ 0.05% |
$589 - $614
|
27.9K
$1.22M
|
|
|
Aug 13, 2024
Q2 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-133- 1.86% |
$5.22K - $5.45K
|
7.02K
$308K
|
|
|
Jul 11, 2024
Q2 2024
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-150- 5.07% |
$5.89K - $6.14K
|
2.81K
$123K
|