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 |
|---|---|---|---|---|---|---|---|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
SELL
|
- |
-6.98K- 5.91% |
$265K - $273K
|
111K
$4.35M
|
|
|
Jan 29, 2025
Q4 2024
|
Beacon Financial Group
|
SELL
|
- |
-7.11K- 7.57% |
$270K - $278K
|
86.9K
$3.4M
|
|
|
Feb 05, 2025
Q4 2024
|
Bouchey Financial Group LTD
|
SELL
|
- |
-7.49K- 52.64% |
$285K - $293K
|
6.73K
$264K
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
SELL
|
- |
-19K- 4.33% |
$724K - $744K
|
420K
$16.5M
|
|
|
Jan 23, 2025
Q4 2024
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-19.2K- 25.65% |
$730K - $751K
|
55.7K
$2.18M
|
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-19.7K- 99.26% |
$747K - $768K
|
147
$5.76K
|
|
|
Jan 28, 2025
Q4 2024
|
Smart Wealth LLC
Omaha, NE |
SELL
|
- |
-28.6K- 14.23% |
$1.09M - $1.12M
|
172K
$6.74M
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-53.6K- 65.28% |
$2.04M - $2.1M
|
28.5K
$1.12M
|
|
|
Feb 13, 2025
Q4 2024
|
Advisory Services Network, LLC
|
SELL
|
- |
-98.5K- 46.18% |
$3.75M - $3.85M
|
115K
$4.5M
|