Purchases and Sales Made in Q2 2025 in First Tr Ex Trd Viii Cboe Vest (DJUN)
This table provides information about the institutional ownership of First Tr Ex Trd Viii Cboe Vest (DJUN) during Q2 2025. 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 |
|---|---|---|---|---|---|---|---|
|
Aug 07, 2025
Q2 2025
|
1 St Source Bank
|
BUY
|
- |
83.4KNew |
$3.27M - $3.75M
|
83.4K
$3.79M
|
|
|
Aug 04, 2025
Q2 2025
|
Kovack Advisors, Inc.
|
BUY
|
- |
20.3KNew |
$796K - $913K
|
20.3K
$923K
|
|
|
Jul 30, 2025
Q2 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
15.7K+ 63.85% |
$616K - $707K
|
40.3K
$1.83M
|
|
|
Jul 28, 2025
Q2 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
13.9KNew |
$544K - $624K
|
13.9K
$631K
|
|
|
Jul 07, 2025
Q2 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
BUY
|
- |
7.44K+ 26.67% |
$292K - $335K
|
35.3K
$1.61M
|
|
|
Aug 04, 2025
Q2 2025
|
Buck Wealth Strategies, LLC
Denver, CO |
BUY
|
- |
6.77K+ 77.34% |
$266K - $305K
|
15.5K
$706K
|
|
|
Aug 05, 2025
Q2 2025
|
Integrity Financial Corp
|
BUY
|
- |
4.89K+ 23.37% |
$192K - $220K
|
25.8K
$1.17M
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
4.73K+ 15.55% |
$185K - $213K
|
35.1K
$1.6M
|
|
|
Jul 14, 2025
Q2 2025
|
Chris Bulman Inc
Roseville, CA |
BUY
|
- |
4.64KNew |
$182K - $209K
|
4.64K
$211K
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
BUY
|
- |
3.75K+ 21.61% |
$147K - $169K
|
21.1K
$960K
|
|
|
Jul 22, 2025
Q2 2025
|
Hickory Asset Management, Inc.
Concord, OH |
BUY
|
- |
2.33K+ 3.21% |
$91.4K - $105K
|
75K
$3.41M
|
|
|
Jul 15, 2025
Q2 2025
|
Santori & Peters, Inc.
|
BUY
|
- |
2.24K+ 6.69% |
$87.9K - $101K
|
35.7K
$1.63M
|
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
1.87K+ 579.57% |
$73.4K - $84.3K
|
2.2K
$99.9K
|
|
|
Jul 14, 2025
Q2 2025
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
1.4KNew |
$54.9K - $63K
|
1.4K
$63.7K
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1.31K+ 3.72% |
$51.2K - $58.8K
|
36.4K
$1.66M
|
|
|
Aug 04, 2025
Q2 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
970+ 2.57% |
$38.1K - $43.7K
|
38.7K
$1.76M
|
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
923+ 5.96% |
$36.2K - $41.6K
|
16.4K
$747K
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
67+ 3.6% |
$2.63K - $3.02K
|
1.93K
$87.8K
|
|
|
Jul 23, 2025
Q2 2025
|
Ignite Planners, LLC
|
BUY
|
- |
30+ 0.08% |
$1.18K - $1.35K
|
38.7K
$1.76M
|
|
|
Jul 28, 2025
Q2 2025
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-2- 0.02% |
$78.5 - $90
|
12.4K
$567K
|
|
|
Jul 30, 2025
Q2 2025
|
Life Wealth Investments, LLC
Winter Garden, FL |
SELL
|
- |
-68- 1.18% |
$2.67K - $3.06K
|
5.69K
$259K
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-124- 1.24% |
$4.86K - $5.58K
|
9.9K
$450K
|
|
|
Aug 04, 2025
Q2 2025
|
Arbor Capital Management Inc
Anchorage, AK |
SELL
|
- |
-150- 2.82% |
$5.88K - $6.75K
|
5.16K
$235K
|
|
|
Jul 24, 2025
Q2 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-287- 1.61% |
$11.3K - $12.9K
|
17.5K
$797K
|
|
|
Jul 30, 2025
Q2 2025
|
Brookstone Capital Management
|
SELL
|
- |
-432- 3.31% |
$16.9K - $19.4K
|
12.6K
$574K
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-780- 6.83% |
$30.6K - $35.1K
|
10.6K
$484K
|
|
|
Jul 15, 2025
Q2 2025
|
Lvz, Inc.
|
SELL
|
- |
-1.19K- 17.56% |
$46.7K - $53.6K
|
5.59K
$254K
|
|
|
Jul 03, 2025
Q2 2025
|
Sage Capital Advisors,Llc
|
SELL
|
- |
-1.2K- 16.27% |
$47.1K - $54K
|
6.18K
$281K
|
|
|
Jul 23, 2025
Q2 2025
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-2.6K- 34.02% |
$102K - $117K
|
5.03K
$229K
|
|
|
Jul 30, 2025
Q2 2025
|
Blue Chip Wealth Advisors LLC
Milton, GA |
SELL
|
- |
-3.42K- 30.38% |
$134K - $154K
|
7.84K
$357K
|
|
|
Aug 04, 2025
Q2 2025
|
Spire Wealth Management
|
SELL
|
- |
-6.23K- 47.45% |
$244K - $280K
|
6.9K
$314K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-7.4K- 30.4% |
$290K - $333K
|
16.9K
$771K
|
|
|
Aug 06, 2025
Q2 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-7.57K- 89.5% |
$297K - $341K
|
888
$40.4K
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-8.34K- 7.14% |
$327K - $375K
|
109K
$4.94M
|
|
|
Jul 25, 2025
Q2 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-12.8K- 12.69% |
$504K - $578K
|
88.3K
$4.02M
|
|
|
Jul 15, 2025
Q2 2025
|
Armis Advisers, LLC
Atlanta, GA |
SELL
|
- |
-18.6K- 17.38% |
$729K - $836K
|
88.3K
$4.02M
|
|
|
Jul 23, 2025
Q2 2025
|
Reap Financial Group, LLC
Austin, TX |
SELL
|
- |
-18.6K- 16.35% |
$731K - $839K
|
95.4K
$4.34M
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
SELL
|
- |
-21.2K- 40.23% |
$833K - $956K
|
31.5K
$1.44M
|
|
|
Jul 09, 2025
Q2 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
SELL
|
- |
-42.5K- 78.73% |
$1.67M - $1.91M
|
11.5K
$522K
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-365K- 87.59% |
$14.3M - $16.4M
|
51.7K
$2.35M
|