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 |
|---|---|---|---|---|---|---|---|
|
Jul 17, 2024
Q2 2024
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
SELL
|
- |
-270- 0.51% |
$10.6K - $11.1K
|
52.8K
$2.32M
|
|
|
Jul 16, 2024
Q2 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-808- 5.25% |
$31.7K - $33.1K
|
14.6K
$640K
|
|
|
Jul 30, 2024
Q2 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-935- 6.55% |
$36.7K - $38.3K
|
13.3K
$586K
|
|
|
Jul 25, 2024
Q2 2024
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-2.05K- 6.0% |
$80.5K - $84K
|
32.1K
$1.41M
|
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-2.25K- 26.32% |
$88.4K - $92.2K
|
6.3K
$277K
|
|
|
Aug 12, 2024
Q2 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-2.72K- 10.13% |
$107K - $111K
|
24.1K
$1.06M
|
|
|
Jul 19, 2024
Q2 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-3.2K- 14.4% |
$126K - $131K
|
19K
$836K
|
|
|
Aug 15, 2024
Q2 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-3.23K- 18.05% |
$127K - $132K
|
14.6K
$643K
|
|
|
Jul 25, 2024
Q2 2024
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-3.32K- 19.51% |
$130K - $136K
|
13.7K
$601K
|
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-3.43K- 12.5% |
$135K - $140K
|
24K
$1.05M
|
|
|
Jul 31, 2024
Q2 2024
|
Spinnaker Trust
|
SELL
|
- |
-6.28K- 10.9% |
$246K - $257K
|
51.3K
$2.25M
|
|
|
Aug 14, 2024
Q2 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-7.3K- 41.35% |
$287K - $299K
|
10.4K
$455K
|
|
|
Jul 09, 2024
Q2 2024
|
Sage Capital Advisors,Llc
|
SELL
|
- |
-9.63K- 56.77% |
$378K - $394K
|
7.34K
$322K
|
|
|
Jul 12, 2024
Q2 2024
|
Maltin Wealth Management, Inc.
|
SELL
|
- |
-11.3K- 54.42% |
$443K - $462K
|
9.45K
$415K
|
|
|
Aug 14, 2024
Q2 2024
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-12.4K- 61.04% |
$487K - $507K
|
7.91K
$347K
|
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-19.6K- 19.54% |
$769K - $802K
|
80.6K
$3.54M
|
|
|
Aug 13, 2024
Q2 2024
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-24.1KClosed |
$946K - $987K
|
0
$0
|
|
|
Aug 08, 2024
Q2 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-51.5K- 71.03% |
$2.02M - $2.11M
|
21K
$922K
|
|
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-51.7K- 60.38% |
$2.03M - $2.12M
|
33.9K
$1.49M
|