Purchases and Sales Made in Q3 2023 in First Tr Ex Trd Viii Cboe Vest (DJUN)

DJUN Quotes by TradingView

This table provides information about the institutional ownership of First Tr Ex Trd Viii Cboe Vest (DJUN) during Q3 2023. 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
Nov 08, 2023 Q3 2023
Janney Montgomery Scott LLC

BUY
 -
53.4K
+ 111.72%
$1.88M - $1.96M
101K $4.44M
Nov 08, 2023 Q3 2023
Spinnaker Trust

BUY
 -
36.2K
New
$1.28M - $1.33M
36.2K $1.59M
Oct 23, 2023 Q3 2023
Commonwealth Equity Services, LLC

BUY
 -
30.8K
+ 35.56%
$1.09M - $1.13M
118K $5.16M
Oct 23, 2023 Q3 2023
Clear Creek Financial Management, LLC

BUY
 -
20.4K
+ 73.25%
$720K - $748K
48.2K $2.12M
Nov 14, 2023 Q3 2023
Vivaldi Capital Management LP

Chicago, IL
BUY
 -
14.9K
New
$527K - $547K
14.9K $655K
Oct 11, 2023 Q3 2023
Ae Wealth Management LLC

BUY
 -
14.7K
+ 44.28%
$519K - $540K
48K $2.1M
Nov 13, 2023 Q3 2023
Envestnet Asset Management Inc

BUY
 -
14K
+ 14.99%
$494K - $513K
107K $4.71M
Nov 13, 2023 Q3 2023
Envestnet Portfolio Solutions, Inc.

Berwyn, PA
BUY
 -
13.6K
New
$481K - $500K
13.6K $598K
Nov 14, 2023 Q3 2023
Mml Investors Services, LLC

Springfield, MA
BUY
 -
11.5K
New
$405K - $421K
11.5K $504K
Oct 24, 2023 Q3 2023
Raymond James & Associates

St Petersburg, FL
BUY
 -
11.3K
+ 177.72%
$400K - $416K
17.7K $778K
Nov 13, 2023 Q3 2023
Mariner, LLC

Overland Park, KS
BUY
 -
9.76K
New
$344K - $358K
9.76K $428K
Nov 15, 2023 Q3 2023
Harbour Investments, Inc.

Madison, WI
BUY
 -
8.86K
+ 12.71%
$312K - $325K
78.5K $3.45M
Nov 13, 2023 Q3 2023
Advisor Group Holdings, Inc.

Phoenix, AZ
BUY
 -
8.74K
+ 6.45%
$308K - $320K
144K $6.33M
Nov 08, 2023 Q3 2023
Atria Wealth Solutions, Inc.

New York, NY
BUY
 -
8.49K
+ 85.94%
$299K - $311K
18.4K $806K
Nov 14, 2023 Q3 2023
Old Mission Capital LLC

BUY
 -
8.43K
New
$297K - $309K
8.43K $370K
Nov 14, 2023 Q3 2023
Susquehanna International Group, LLP

Bala Cynwyd, PA
BUY
 -
8.33K
New
$294K - $305K
8.33K $365K
Nov 07, 2023 Q3 2023
Avantax Advisory Services, Inc.

BUY
 -
7.79K
New
$275K - $286K
7.79K $342K
Oct 11, 2023 Q3 2023
Cwm, LLC

BUY
 -
6.37K
+ 68.73%
$225K - $234K
15.6K $687K
Oct 11, 2023 Q3 2023
Legacy Private Trust Co.

BUY
 -
6.05K
New
$214K - $222K
6.05K $266K
Oct 31, 2023 Q3 2023
Alpha Mark Advisors, LLC

Ft. Wright, KY
BUY
 -
6K
New
$212K - $220K
6K $263K
Oct 24, 2023 Q3 2023
Raymond James Financial Services Advisors, Inc.

St. Petersburg, FL
BUY
 -
5.58K
+ 83.95%
$197K - $205K
12.2K $536K
Oct 24, 2023 Q3 2023
Stratos Wealth Partners, Ltd.

BUY
 -
5.38K
+ 47.36%
$190K - $197K
16.8K $735K
Nov 14, 2023 Q3 2023
Royal Bank Of Canada

Toronto, A6
BUY
 -
4.83K
New
$170K - $177K
4.83K $212K
Nov 14, 2023 Q3 2023
Cetera Advisors LLC

Denver, CO
BUY
 -
4.07K
+ 18.75%
$143K - $149K
25.7K $1.13M
Oct 10, 2023 Q3 2023
Dhjj Financial Advisors, Ltd.

BUY
 -
3.31K
New
$117K - $121K
3.31K $145K
Nov 14, 2023 Q3 2023
Truist Financial Corp

BUY
 -
3.15K
+ 21.0%
$111K - $115K
18.1K $795K
Oct 30, 2023 Q3 2023
Blue Bell Private Wealth Management, LLC

BUY
 -
2.96K
New
$104K - $109K
2.96K $130K
Nov 13, 2023 Q3 2023
Ameritas Advisory Services, LLC

Lincoln, NE
BUY
 -
2.88K
+ 16.42%
$102K - $106K
20.4K $896K
Nov 13, 2023 Q3 2023
Integrity Financial Corp

BUY
 -
2.53K
+ 21.94%
$89.2K - $92.7K
14K $616K
Oct 18, 2023 Q3 2023
Strategic Blueprint, LLC

Atlanta, GA
BUY
 -
1.97K
+ 7.6%
$69.6K - $72.4K
28K $1.23M
Nov 09, 2023 Q3 2023
First Heartland Consultants, Inc.

BUY
 -
1.71K
+ 11.21%
$60.2K - $62.6K
16.9K $743K
Oct 19, 2023 Q3 2023
Ogorek Anthony Joseph

BUY
 -
1.46K
New
$51.5K - $53.5K
1.46K $64K
Nov 08, 2023 Q3 2023
Spire Wealth Management

BUY
 -
1.33K
+ 36.99%
$46.8K - $48.7K
4.91K $216K
Nov 03, 2023 Q3 2023
Nbc Securities, Inc.

Birmingham, AL
BUY
 -
913
New
$32.2K - $33.5K
913 $40.1K
Nov 09, 2023 Q3 2023
Kestra Advisory Services, LLC

BUY
 -
382
+ 1.11%
$13.5K - $14K
34.7K $1.52M
Oct 12, 2023 Q3 2023
Ifp Advisors, Inc

BUY
 -
227
+ 2.49%
$8.01K - $8.32K
9.33K $409K
Oct 10, 2023 Q3 2023
Ignite Planners, LLC

BUY
 -
15
+ 0.05%
$529 - $550
27.9K $1.22M
Nov 14, 2023 Q3 2023
Fsb Premier Wealth Management, Inc.

SELL
 -
-139
- 2.13%
$4.9K - $5.1K
6.39K $281K
Oct 20, 2023 Q3 2023
Echo Wealth Management, LLC

SELL
 -
-588
- 8.92%
$20.7K - $21.6K
6K $264K
Oct 24, 2023 Q3 2023
Cambridge Investment Research Advisors, Inc.

SELL
 -
-798
- 2.19%
$28.2K - $29.3K
35.6K $1.56M
Nov 13, 2023 Q3 2023
Epg Wealth Management LLC

Atlanta, GA
SELL
 -
-800
- 3.21%
$28.2K - $29.3K
24.1K $1.06M
Oct 10, 2023 Q3 2023
Maltin Wealth Management, Inc.

SELL
 -
-857
- 2.78%
$30.2K - $31.4K
30K $1.32M
Nov 13, 2023 Q3 2023
Mutual Advisors, LLC

Casper, WY
SELL
 -
-2.52K
- 12.04%
$88.9K - $92.4K
18.4K $808K
Oct 24, 2023 Q3 2023
Hartford Financial Management Inc.

SELL
 -
-2.59K
- 23.7%
$91.5K - $95.1K
8.35K $366K
Nov 14, 2023 Q3 2023
Cetera Investment Advisers

Schaumburg, IL
SELL
 -
-3.7K
- 22.07%
$130K - $135K
13K $573K
Nov 14, 2023 Q3 2023
Apollon Wealth Management, LLC

Mount Pleasant, SC
SELL
 -
-3.7K
- 12.56%
$131K - $136K
25.8K $1.13M
Nov 08, 2023 Q3 2023
Alpha Star Capital Management, LLC

SELL
 -
-4.48K
- 22.33%
$158K - $164K
15.6K $684K
Nov 15, 2023 Q3 2023
Townsquare Capital LLC

SELL
 -
-7K
- 47.75%
$247K - $257K
7.66K $336K
Nov 14, 2023 Q3 2023
Per Stirling Capital Management, Llc.

Austin, TX
SELL
 -
-17.6K
- 22.58%
$622K - $647K
60.5K $2.65M

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