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 08, 2024
Q3 2024
|
Brookstone Capital Management
|
BUY
|
- |
140+ 1.07% |
$5.58K - $5.96K
|
13.3K
$571K
|
|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
133+ 14.83% |
$5.3K - $5.66K
|
1.03K
$44.4K
|
|
|
Nov 08, 2024
Q3 2024
|
Anfield Capital Management, LLC
Newport Beach, CA |
SELL
|
- |
-10- 1.23% |
$399 - $426
|
806
$34.7K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-11- 0.04% |
$438 - $468
|
31K
$1.34M
|
|
|
Nov 08, 2024
Q3 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-179- 2.55% |
$7.13K - $7.62K
|
6.84K
$295K
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-290- 1.83% |
$11.6K - $12.3K
|
15.6K
$671K
|
|
|
Nov 13, 2024
Q3 2024
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-318- 4.02% |
$12.7K - $13.5K
|
7.59K
$327K
|
|
|
Oct 25, 2024
Q3 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-319- 0.97% |
$12.7K - $13.6K
|
32.5K
$1.4M
|
|
|
Oct 16, 2024
Q3 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-400- 5.84% |
$15.9K - $17K
|
6.45K
$278K
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-414- 0.22% |
$16.5K - $17.6K
|
190K
$8.19M
|
|
|
Oct 30, 2024
Q3 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-560- 1.98% |
$22.3K - $23.8K
|
27.7K
$1.19M
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-592- 5.94% |
$23.6K - $25.2K
|
9.38K
$404K
|
|
|
Oct 22, 2024
Q3 2024
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-635- 22.6% |
$25.3K - $27K
|
2.18K
$93.7K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-746- 57.78% |
$29.7K - $31.7K
|
545
$23.5K
|
|
|
Nov 04, 2024
Q3 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-1.23K- 6.47% |
$49.1K - $52.4K
|
17.8K
$767K
|
|
|
Nov 13, 2024
Q3 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-1.38K- 4.12% |
$54.9K - $58.6K
|
32K
$1.38M
|
|
|
Nov 05, 2024
Q3 2024
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-1.74K- 12.72% |
$69.4K - $74.1K
|
12K
$515K
|
|
|
Oct 15, 2024
Q3 2024
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
SELL
|
- |
-1.77K- 3.34% |
$70.4K - $75.2K
|
51K
$2.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-2.58K- 18.1% |
$103K - $110K
|
11.7K
$503K
|
|
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-5.49K- 52.99% |
$219K - $234K
|
4.87K
$210K
|
|
|
Nov 14, 2024
Q3 2024
|
Sequent Planning LLC
Omaha, NE |
SELL
|
- |
-6.01K- 5.54% |
$239K - $256K
|
102K
$4.41M
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-14.1K- 17.54% |
$564K - $602K
|
66.5K
$2.86M
|
|
|
Oct 31, 2024
Q3 2024
|
Spinnaker Trust
|
SELL
|
- |
-30.7K- 59.85% |
$1.22M - $1.31M
|
20.6K
$887K
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-42.6K- 52.69% |
$1.7M - $1.81M
|
38.3K
$1.65M
|