Purchases and Sales Made in Q2 2025 in First Exc Trd Viii Cboe Vest U (DJAN)
This table provides information about the institutional ownership of First Exc Trd Viii Cboe Vest U (DJAN) during Q2 2025. The information is specifically focused on institutions that hold shares of FIRST EXC-TRD VIII CBOE VEST U.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
21.9K+ 217.27% |
$790K - $883K
|
32K
$1.31M
|
|
|
Jul 21, 2025
Q2 2025
|
Precedent Wealth Partners, LLC
Houston, TX |
BUY
|
- |
20.6K+ 10.45% |
$742K - $831K
|
218K
$8.93M
|
|
|
Jul 25, 2025
Q2 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
13.3K+ 27.71% |
$479K - $536K
|
61.2K
$2.51M
|
|
|
Jul 23, 2025
Q2 2025
|
River Tree Advisors, LLC
Winter Park, FL |
BUY
|
- |
5.22KNew |
$188K - $211K
|
5.22K
$214K
|
|
|
Jul 24, 2025
Q2 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
5KNew |
$180K - $202K
|
5K
$205K
|
|
|
Jul 18, 2025
Q2 2025
|
Vicus Capital
State College, PA |
BUY
|
- |
2.76K+ 38.9% |
$99.5K - $111K
|
9.86K
$404K
|
|
|
Jul 22, 2025
Q2 2025
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
BUY
|
- |
378+ 4.34% |
$13.6K - $15.2K
|
9.09K
$373K
|
|
|
Jul 18, 2025
Q2 2025
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
207+ 5.52% |
$7.46K - $8.35K
|
3.96K
$162K
|
|
|
Jul 23, 2025
Q2 2025
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
145+ 0.27% |
$5.23K - $5.85K
|
54.6K
$2.24M
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
BUY
|
- |
141+ 0.47% |
$5.08K - $5.69K
|
30.4K
$1.25M
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
89+ 0.1% |
$3.21K - $3.59K
|
91.3K
$3.74M
|
|
|
Jul 11, 2025
Q2 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-1- -0.0% |
$36.1 - $40.3
|
23.9K
$979K
|
|
|
Jul 23, 2025
Q2 2025
|
Ignite Planners, LLC
|
SELL
|
- |
-45- 0.44% |
$1.62K - $1.82K
|
10.1K
$416K
|
|
|
Jul 17, 2025
Q2 2025
|
Sound Income Strategies, LLC
|
SELL
|
- |
-101- 77.69% |
$3.64K - $4.07K
|
29
$1.19K
|
|
|
Jul 21, 2025
Q2 2025
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-120- 6.78% |
$4.33K - $4.84K
|
1.65K
$67.7K
|
|
|
Jul 24, 2025
Q2 2025
|
Cascade Investment Group, Inc.
Colorado Springs, CO |
SELL
|
- |
-506- 5.82% |
$18.2K - $20.4K
|
8.19K
$336K
|
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-960- 30.05% |
$34.6K - $38.7K
|
2.24K
$91.7K
|
|
|
Jul 07, 2025
Q2 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
SELL
|
- |
-1.08K- 9.65% |
$38.8K - $43.4K
|
10.1K
$413K
|
|
|
Jul 18, 2025
Q2 2025
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
SELL
|
- |
-1.19K- 13.99% |
$42.9K - $48K
|
7.31K
$300K
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-2.47K- 10.91% |
$88.9K - $99.5K
|
20.1K
$826K
|
|
|
Jul 25, 2025
Q2 2025
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
SELL
|
- |
-3.03K- 5.63% |
$109K - $122K
|
50.7K
$2.08M
|
|
|
Jul 14, 2025
Q2 2025
|
Act Advisors, Llc.
|
SELL
|
- |
-4.65K- 6.97% |
$168K - $188K
|
62.1K
$2.55M
|
|
|
Jul 15, 2025
Q2 2025
|
Armis Advisers, LLC
Atlanta, GA |
SELL
|
- |
-5.55K- 11.04% |
$200K - $224K
|
44.8K
$1.84M
|
|
|
Jul 23, 2025
Q2 2025
|
Reap Financial Group, LLC
Austin, TX |
SELL
|
- |
-5.55K- 11.04% |
$200K - $224K
|
44.8K
$1.84M
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-6.1K- 37.89% |
$220K - $246K
|
10K
$410K
|
|
|
Jul 09, 2025
Q2 2025
|
Beacon Financial Group
|
SELL
|
- |
-6.61K- 8.02% |
$238K - $267K
|
75.9K
$3.11M
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
SELL
|
- |
-7.63K- 2.5% |
$275K - $308K
|
298K
$12.2M
|
|
|
Jul 09, 2025
Q2 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
SELL
|
- |
-242K- 94.63% |
$8.71M - $9.75M
|
13.7K
$563K
|
|
|
Jul 22, 2025
Q2 2025
|
Foguth Wealth Management, Llc.
Brighton, MI |
SELL
|
- |
-242K- 94.01% |
$8.72M - $9.76M
|
15.4K
$632K
|