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
$3.87M
|
|
|
Aug 14, 2025
Q2 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
30.4K+ 16.24% |
$1.19M - $1.37M
|
218K
$10.1M
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
28.6K+ 99.44% |
$1.12M - $1.29M
|
57.4K
$2.67M
|
|
|
Sep 04, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
26.5K+ 51.06% |
$1.04M - $1.19M
|
78.4K
$3.64M
|
|
|
Aug 04, 2025
Q2 2025
|
Kovack Advisors, Inc.
|
BUY
|
- |
20.3KNew |
$796K - $913K
|
20.3K
$942K
|
|
|
Aug 13, 2025
Q2 2025
|
Stone X Group Inc.
|
BUY
|
- |
19.4KNew |
$760K - $872K
|
19.4K
$900K
|
|
|
Aug 29, 2025
Q2 2025
|
Evolution Wealth Management Inc.
Fort Myers, FL |
BUY
|
- |
16KNew |
$627K - $720K
|
16K
$743K
|
|
|
Jul 30, 2025
Q2 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
15.7K+ 63.85% |
$616K - $707K
|
40.3K
$1.87M
|
|
|
Jul 28, 2025
Q2 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
13.9KNew |
$544K - $624K
|
13.9K
$644K
|
|
|
Aug 14, 2025
Q2 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
11.9K+ 220.15% |
$468K - $537K
|
17.3K
$805K
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
7.59K+ 16.48% |
$298K - $342K
|
53.7K
$2.49M
|
|
|
Jul 07, 2025
Q2 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
BUY
|
- |
7.44K+ 26.67% |
$292K - $335K
|
35.3K
$1.64M
|
|
|
Aug 11, 2025
Q2 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
7.25KNew |
$284K - $326K
|
7.25K
$337K
|
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
7.05K+ 15.73% |
$277K - $317K
|
51.9K
$2.41M
|
|
|
Aug 04, 2025
Q2 2025
|
Buck Wealth Strategies, LLC
Denver, CO |
BUY
|
- |
6.77K+ 77.34% |
$266K - $305K
|
15.5K
$721K
|
|
|
Aug 13, 2025
Q2 2025
|
Grantvest Financial Group LLC
Matawan, NJ |
BUY
|
- |
5.39K+ 46.09% |
$212K - $243K
|
17.1K
$794K
|
|
|
Aug 13, 2025
Q2 2025
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
5.09KNew |
$199K - $229K
|
5.09K
$236K
|
|
|
Aug 12, 2025
Q2 2025
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
5.06KNew |
$199K - $228K
|
5.06K
$235K
|
|
|
Aug 05, 2025
Q2 2025
|
Integrity Financial Corp
|
BUY
|
- |
4.89K+ 23.37% |
$192K - $220K
|
25.8K
$1.2M
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
4.73K+ 15.55% |
$185K - $213K
|
35.1K
$1.63M
|
|
|
Jul 14, 2025
Q2 2025
|
Chris Bulman Inc
Roseville, CA |
BUY
|
- |
4.64KNew |
$182K - $209K
|
4.64K
$216K
|
|
|
Aug 14, 2025
Q2 2025
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
4.52K+ 41.52% |
$177K - $203K
|
15.4K
$715K
|
|
|
Sep 10, 2025
Q2 2025
|
Wt Wealth Management
|
BUY
|
- |
4.44KNew |
$174K - $200K
|
4.44K
$206K
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
BUY
|
- |
3.75K+ 21.61% |
$147K - $169K
|
21.1K
$980K
|
|
|
Aug 13, 2025
Q2 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
3.63KNew |
$142K - $163K
|
3.63K
$168K
|
|
|
Aug 14, 2025
Q2 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
3.49KNew |
$137K - $157K
|
3.49K
$162K
|
|
|
Aug 15, 2025
Q2 2025
|
First Heartland Consultants, Inc.
|
BUY
|
- |
3.19K+ 39.91% |
$125K - $144K
|
11.2K
$520K
|
|
|
Jul 22, 2025
Q2 2025
|
Hickory Asset Management, Inc.
Concord, OH |
BUY
|
- |
2.33K+ 3.21% |
$91.4K - $105K
|
75K
$3.48M
|
|
|
Jul 15, 2025
Q2 2025
|
Santori & Peters, Inc.
|
BUY
|
- |
2.24K+ 6.69% |
$87.9K - $101K
|
35.7K
$1.66M
|
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
1.87K+ 579.57% |
$73.4K - $84.3K
|
2.2K
$102K
|
|
|
Jul 14, 2025
Q2 2025
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
1.4KNew |
$54.9K - $63K
|
1.4K
$65K
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1.31K+ 3.72% |
$51.2K - $58.8K
|
36.4K
$1.69M
|
|
|
Aug 13, 2025
Q2 2025
|
Barclays PLC
London, X0 |
BUY
|
- |
1.01K+ 29.33% |
$39.6K - $45.5K
|
4.45K
$207K
|
|
|
Aug 04, 2025
Q2 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
970+ 2.57% |
$38.1K - $43.7K
|
38.7K
$1.8M
|
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
923+ 5.96% |
$36.2K - $41.6K
|
16.4K
$762K
|
|
|
Aug 14, 2025
Q2 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
830+ 7.39% |
$32.6K - $37.4K
|
12.1K
$560K
|
|
|
Aug 14, 2025
Q2 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
123+ 11.67% |
$4.83K - $5.54K
|
1.18K
$54.7K
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
67+ 3.6% |
$2.63K - $3.02K
|
1.93K
$89.6K
|
|
|
Aug 14, 2025
Q2 2025
|
Sequent Planning LLC
Omaha, NE |
BUY
|
- |
42+ 0.54% |
$1.65K - $1.89K
|
7.84K
$364K
|
|
|
Jul 23, 2025
Q2 2025
|
Ignite Planners, LLC
|
BUY
|
- |
30+ 0.08% |
$1.18K - $1.35K
|
38.7K
$1.8M
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 28, 2025
Q2 2025
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-2- 0.02% |
$78.5 - $90
|
12.4K
$578K
|
|
|
Aug 12, 2025
Q2 2025
|
Winnow Wealth LLC
Waco, TX |
SELL
|
- |
-57Closed |
$2.24K - $2.57K
|
0
$0
|
|
|
Jul 30, 2025
Q2 2025
|
Life Wealth Investments, LLC
Winter Garden, FL |
SELL
|
- |
-68- 1.18% |
$2.67K - $3.06K
|
5.69K
$264K
|
|
|
Aug 11, 2025
Q2 2025
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
SELL
|
- |
-80- 1.05% |
$3.14K - $3.6K
|
7.54K
$350K
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-124- 1.24% |
$4.86K - $5.58K
|
9.9K
$460K
|
|
|
Aug 04, 2025
Q2 2025
|
Arbor Capital Management Inc
Anchorage, AK |
SELL
|
- |
-150- 2.82% |
$5.88K - $6.75K
|
5.16K
$240K
|
|
|
Jul 24, 2025
Q2 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-287- 1.61% |
$11.3K - $12.9K
|
17.5K
$814K
|
|
|
Jul 30, 2025
Q2 2025
|
Brookstone Capital Management
|
SELL
|
- |
-432- 3.31% |
$16.9K - $19.4K
|
12.6K
$586K
|
|
|
Aug 12, 2025
Q2 2025
|
Wood Tarver Financial Group, LLC
Boise, ID |
SELL
|
- |
-743- 1.37% |
$29.1K - $33.4K
|
53.5K
$2.49M
|