Purchases and Sales Made in Q3 2024 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 Q3 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Oct 30, 2024
Q3 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
91.9KNew |
$3.66M - $3.91M
|
91.9K
$3.96M
|
|
|
Oct 15, 2024
Q3 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
72.5KNew |
$2.89M - $3.09M
|
72.5K
$3.12M
|
|
|
Oct 09, 2024
Q3 2024
|
Foguth Wealth Management, Llc.
Brighton, MI |
BUY
|
- |
63.7KNew |
$2.54M - $2.71M
|
63.7K
$2.75M
|
|
|
Nov 04, 2024
Q3 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
50.7KNew |
$2.02M - $2.16M
|
50.7K
$2.18M
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
BUY
|
- |
41.1K+ 194.44% |
$1.64M - $1.75M
|
62.3K
$2.68M
|
|
|
Nov 13, 2024
Q3 2024
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
37.5KNew |
$1.49M - $1.6M
|
37.5K
$1.62M
|
|
|
Oct 29, 2024
Q3 2024
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
26.2KNew |
$1.04M - $1.11M
|
26.2K
$1.13M
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
22.9K+ 21.83% |
$913K - $975K
|
128K
$5.51M
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
20.5K+ 78.07% |
$815K - $871K
|
46.7K
$2.01M
|
|
|
Oct 08, 2024
Q3 2024
|
Sage Capital Advisors,Llc
|
BUY
|
- |
14.9K+ 203.41% |
$595K - $635K
|
22.3K
$959K
|
|
|
Oct 15, 2024
Q3 2024
|
Spire Wealth Management
|
BUY
|
- |
14.3K+ 476.8% |
$572K - $611K
|
17.4K
$748K
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
13.8K+ 65.54% |
$549K - $586K
|
34.8K
$1.5M
|
|
|
Nov 12, 2024
Q3 2024
|
Jim Saulnier & Associates, LLC
Fort Collins, CO |
BUY
|
- |
9.97KNew |
$397K - $424K
|
9.97K
$429K
|
|
|
Nov 08, 2024
Q3 2024
|
Ogorek Anthony Joseph
|
BUY
|
- |
9.9K+ 5754.07% |
$394K - $421K
|
10.1K
$434K
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
9.71K+ 28.62% |
$387K - $413K
|
43.6K
$1.88M
|
|
|
Nov 07, 2024
Q3 2024
|
Schwallier Wealth Management LLC
Grand Rapids, MI |
BUY
|
- |
9.6K+ 167.6% |
$382K - $408K
|
15.3K
$660K
|
|
|
Nov 14, 2024
Q3 2024
|
Old Mission Capital LLC
|
BUY
|
- |
7.83KNew |
$312K - $333K
|
7.83K
$337K
|
|
|
Nov 12, 2024
Q3 2024
|
Founders Financial Securities LLC
|
BUY
|
- |
7.61KNew |
$303K - $324K
|
7.61K
$328K
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
7.5KNew |
$299K - $319K
|
7.5K
$323K
|
|
|
Oct 23, 2024
Q3 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
7.33KNew |
$292K - $312K
|
7.33K
$316K
|
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
6.71K+ 84.85% |
$267K - $286K
|
14.6K
$630K
|
|
|
Nov 12, 2024
Q3 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
6.03KNew |
$240K - $257K
|
6.03K
$260K
|
|
|
Nov 12, 2024
Q3 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
5.99KNew |
$239K - $255K
|
5.99K
$258K
|
|
|
Nov 14, 2024
Q3 2024
|
Blue Chip Wealth Advisors LLC
Milton, GA |
BUY
|
- |
5.82K+ 106.75% |
$232K - $248K
|
11.3K
$485K
|
|
|
Nov 14, 2024
Q3 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
5.68K+ 23.52% |
$226K - $242K
|
29.8K
$1.28M
|
|
|
Nov 14, 2024
Q3 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
5.55K+ 27.52% |
$221K - $236K
|
25.7K
$1.11M
|
|
|
Oct 18, 2024
Q3 2024
|
Echo Wealth Management, LLC
|
BUY
|
- |
5.16KNew |
$206K - $220K
|
5.16K
$222K
|
|
|
Oct 08, 2024
Q3 2024
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
4.97K+ 75.91% |
$198K - $212K
|
11.5K
$496K
|
|
|
Nov 08, 2024
Q3 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
4.89K+ 14.89% |
$195K - $208K
|
37.8K
$1.63M
|
|
|
Nov 15, 2024
Q3 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
4.79KNew |
$191K - $204K
|
4.79K
$206K
|
|
|
Nov 15, 2024
Q3 2024
|
Barclays PLC
London, X0 |
BUY
|
- |
4.66KNew |
$186K - $198K
|
4.66K
$201K
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
4.65K+ 19.37% |
$185K - $198K
|
28.7K
$1.23M
|
|
|
Oct 21, 2024
Q3 2024
|
Integrity Financial Corp
|
BUY
|
- |
4.62K+ 27.49% |
$184K - $197K
|
21.4K
$923K
|
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
4.58K+ 31.41% |
$183K - $195K
|
19.2K
$826K
|
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
4.05K+ 58.32% |
$161K - $172K
|
11K
$474K
|
|
|
Oct 07, 2024
Q3 2024
|
Ignite Planners, LLC
|
BUY
|
- |
3.66K+ 13.13% |
$146K - $156K
|
31.5K
$1.36M
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
3.2KNew |
$128K - $136K
|
3.2K
$138K
|
|
|
Oct 29, 2024
Q3 2024
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
2.91K+ 9.06% |
$116K - $124K
|
35K
$1.51M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
2.51K+ 7.45% |
$100K - $107K
|
36.2K
$1.56M
|
|
|
Nov 13, 2024
Q3 2024
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
1.83K+ 8.86% |
$72.8K - $77.8K
|
22.5K
$967K
|
|
|
Nov 13, 2024
Q3 2024
|
Truist Financial Corp
|
BUY
|
- |
1.19K+ 5.48% |
$47.3K - $50.6K
|
22.9K
$986K
|
|
|
Oct 25, 2024
Q3 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
997+ 7.47% |
$39.7K - $42.4K
|
14.3K
$618K
|
|
|
Oct 31, 2024
Q3 2024
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
BUY
|
- |
991+ 9.53% |
$39.5K - $42.2K
|
11.4K
$491K
|
|
|
Nov 12, 2024
Q3 2024
|
Stone X Group Inc.
|
BUY
|
- |
975+ 4.59% |
$38.9K - $41.5K
|
22.2K
$956K
|
|
|
Nov 13, 2024
Q3 2024
|
Townsquare Capital LLC
|
BUY
|
- |
935+ 10.42% |
$37.3K - $39.8K
|
9.91K
$427K
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
827New |
$33K - $35.2K
|
827
$35.6K
|
|
|
Nov 13, 2024
Q3 2024
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
780+ 1.14% |
$31.1K - $33.2K
|
69.1K
$2.98M
|
|
|
Oct 30, 2024
Q3 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
450New |
$17.9K - $19.2K
|
450
$19.4K
|
|
|
Oct 15, 2024
Q3 2024
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
450+ 53.19% |
$17.9K - $19.2K
|
1.3K
$55.8K
|
|
|
Oct 23, 2024
Q3 2024
|
Santori & Peters, Inc.
|
BUY
|
- |
354+ 1.07% |
$14.1K - $15.1K
|
33.5K
$1.44M
|