Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 27, 2025
Q4 2024
|
Foguth Wealth Management, Llc.
Brighton, MI |
BUY
|
- |
180KNew |
$6.85M - $7.05M
|
180K
$7.06M
|
|
|
Feb 25, 2025
Q4 2024
|
Armis Advisers, LLC
Atlanta, GA |
BUY
|
- |
46.9KNew |
$1.78M - $1.83M
|
46.9K
$1.84M
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
32.1KNew |
$1.22M - $1.26M
|
32.1K
$1.26M
|
|
|
Feb 07, 2025
Q4 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
25.5KNew |
$970K - $997K
|
25.5K
$999K
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
25.1K+ 99.68% |
$953K - $980K
|
50.2K
$1.97M
|
|
|
Feb 12, 2025
Q4 2024
|
Old Mission Capital LLC
|
BUY
|
- |
20.6K+ 142.37% |
$782K - $804K
|
35K
$1.37M
|
|
|
Jan 24, 2025
Q4 2024
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
BUY
|
- |
7.97K+ 16.78% |
$303K - $312K
|
55.5K
$2.17M
|
|
|
Feb 10, 2025
Q4 2024
|
Founders Financial Securities LLC
|
BUY
|
- |
7.7K+ 91.27% |
$292K - $301K
|
16.1K
$631K
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
7.63K+ 12.61% |
$290K - $298K
|
68.1K
$2.67M
|
|
|
Feb 14, 2025
Q4 2024
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
BUY
|
- |
3.02K+ 6.72% |
$115K - $118K
|
47.9K
$1.88M
|
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
3.02K+ 7.14% |
$115K - $118K
|
45.3K
$1.77M
|
|
|
Feb 13, 2025
Q4 2024
|
Barclays PLC
London, X0 |
BUY
|
- |
2.35K+ 141.76% |
$89.3K - $91.8K
|
4.01K
$157K
|
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
2.34K+ 1.21% |
$88.9K - $91.4K
|
196K
$7.68M
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
2.05K+ 2.18% |
$77.9K - $80.1K
|
95.9K
$3.75M
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
BUY
|
- |
1.64KNew |
$62.4K - $64.2K
|
1.64K
$64.3K
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
742New |
$28.2K - $29K
|
742
$29.1K
|
|
|
Feb 13, 2025
Q4 2024
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
70New |
$2.66K - $2.74K
|
70
$2.74K
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
54+ 0.02% |
$2.05K - $2.11K
|
353K
$13.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
30+ 2.64% |
$1.14K - $1.17K
|
1.17K
$45.7K
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-1- 0.02% |
$38 - $39.1
|
4.78K
$187K
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
SELL
|
- |
-2- 0.01% |
$76 - $78.2
|
16.9K
$660K
|
|
|
Feb 13, 2025
Q4 2024
|
Per Stirling Capital Management, Llc.
Austin, TX |
SELL
|
- |
-59- 1.01% |
$2.24K - $2.31K
|
5.77K
$226K
|
|
|
Jan 24, 2025
Q4 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
SELL
|
- |
-116- 1.41% |
$4.41K - $4.53K
|
8.14K
$319K
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-118- 1.11% |
$4.49K - $4.61K
|
10.5K
$413K
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-177- 74.68% |
$6.73K - $6.92K
|
60
$2.35K
|
|
|
Feb 13, 2025
Q4 2024
|
Townsquare Capital LLC
|
SELL
|
- |
-183- 0.42% |
$6.96K - $7.15K
|
43.5K
$1.7M
|
|
|
Jan 22, 2025
Q4 2024
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
SELL
|
- |
-184- 2.08% |
$6.99K - $7.19K
|
8.64K
$338K
|
|
|
Jan 13, 2025
Q4 2024
|
Ignite Planners, LLC
|
SELL
|
- |
-200- 3.17% |
$7.6K - $7.82K
|
6.1K
$239K
|
|
|
Feb 06, 2025
Q4 2024
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-283- 5.47% |
$10.8K - $11.1K
|
4.89K
$191K
|
|
|
Jan 21, 2025
Q4 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-350- 56.0% |
$13.3K - $13.7K
|
275
$10.8K
|
|
|
Feb 10, 2025
Q4 2024
|
Arbor Capital Management Inc
Anchorage, AK |
SELL
|
- |
-402- 5.78% |
$15.3K - $15.7K
|
6.55K
$256K
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
SELL
|
- |
-466- 53.38% |
$17.7K - $18.2K
|
407
$15.9K
|
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-700- 10.9% |
$26.6K - $27.4K
|
5.72K
$224K
|
|
|
Jan 29, 2025
Q4 2024
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-710- 25.0% |
$27K - $27.7K
|
2.13K
$83.4K
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-998- 1.13% |
$37.9K - $39K
|
87K
$3.41M
|
|
|
Jan 22, 2025
Q4 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-1.06K- 99.91% |
$40.3K - $41.5K
|
1
$39.2
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-1.07K- 0.54% |
$40.5K - $41.7K
|
196K
$7.66M
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-1.32K- 11.85% |
$50.1K - $51.5K
|
9.8K
$384K
|
|
|
Feb 27, 2025
Q4 2024
|
Reap Financial Group, LLC
Austin, TX |
SELL
|
- |
-1.46K- 4.39% |
$55.6K - $57.1K
|
31.8K
$1.25M
|
|
|
Feb 13, 2025
Q4 2024
|
Integrity Financial Corp
|
SELL
|
- |
-1.62K- 10.25% |
$61.6K - $63.3K
|
14.2K
$556K
|
|
|
Jan 22, 2025
Q4 2024
|
Jim Saulnier & Associates, LLC
Fort Collins, CO |
SELL
|
- |
-1.68K- 16.47% |
$63.7K - $65.5K
|
8.49K
$333K
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-1.8K- 3.82% |
$68.5K - $70.5K
|
45.4K
$1.78M
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-3.17K- 17.01% |
$120K - $124K
|
15.5K
$606K
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
SELL
|
- |
-3.26K- 12.24% |
$124K - $127K
|
23.3K
$914K
|
|
|
Feb 14, 2025
Q4 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-3.3K- 11.31% |
$126K - $129K
|
25.9K
$1.01M
|
|
|
Feb 03, 2025
Q4 2024
|
Camelot Portfolios, LLC
|
SELL
|
- |
-4K- 22.99% |
$152K - $156K
|
13.4K
$525K
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-4.34K- 7.8% |
$165K - $170K
|
51.3K
$2.01M
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-4.65K- 4.61% |
$177K - $182K
|
96.2K
$3.77M
|
|
|
Feb 14, 2025
Q4 2024
|
Hrt Financial LP
New York, NY |
SELL
|
- |
-6.66K- 46.14% |
$253K - $260K
|
7.77K
$304K
|