Purchases and Sales Made in Q3 2024 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 Q3 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Nov 12, 2024
Q3 2024
|
Beacon Financial Group
|
SELL
|
- |
-15.3K- 13.98% |
$555K - $583K
|
94K
$3.59M
|
|
|
Oct 29, 2024
Q3 2024
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-24.2K- 24.4% |
$879K - $923K
|
74.9K
$2.86M
|
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-98.8K- 90.27% |
$3.59M - $3.77M
|
10.7K
$407K
|
|
|
Nov 13, 2024
Q3 2024
|
Truist Financial Corp
|
SELL
|
- |
-132K- 83.21% |
$4.79M - $5.03M
|
26.6K
$1.02M
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-159K- 44.63% |
$5.76M - $6.05M
|
197K
$7.51M
|
|
|
Dec 13, 2024
Q3 2024
|
Smart Wealth LLC
Omaha, NE |
SELL
|
- |
-328K- 62.01% |
$11.9M - $12.5M
|
201K
$7.66M
|