Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
BUY
|
- |
40.9K+ 129.73% |
$1.84M - $1.9M
|
72.5K
$3.37M
|
|
|
Oct 15, 2025
Q3 2025
|
Santori & Peters, Inc.
|
BUY
|
- |
812+ 2.27% |
$36.6K - $37.8K
|
36.6K
$1.7M
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
230+ 2.16% |
$10.4K - $10.7K
|
10.9K
$505K
|
|
|
Oct 22, 2025
Q3 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-6- 0.51% |
$270 - $279
|
1.17K
$54.4K
|
|
|
Oct 07, 2025
Q3 2025
|
Ignite Planners, LLC
|
SELL
|
- |
-225- 0.58% |
$10.1K - $10.5K
|
38.5K
$1.79M
|
|
|
Oct 15, 2025
Q3 2025
|
Brookstone Capital Management
|
SELL
|
- |
-527- 4.18% |
$23.7K - $24.5K
|
12.1K
$562K
|
|
|
Oct 20, 2025
Q3 2025
|
Life Wealth Investments, LLC
Winter Garden, FL |
SELL
|
- |
-689- 12.11% |
$31K - $32K
|
5K
$232K
|
|
|
Oct 07, 2025
Q3 2025
|
Sage Capital Advisors,Llc
|
SELL
|
- |
-1.2K- 19.43% |
$54.1K - $55.8K
|
4.98K
$231K
|
|
|
Oct 09, 2025
Q3 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-1.98K- 24.36% |
$89K - $91.8K
|
6.13K
$285K
|
|
|
Oct 23, 2025
Q3 2025
|
Evolution Wealth Management Inc.
Fort Myers, FL |
SELL
|
- |
-2.16K- 13.5% |
$97.3K - $100K
|
13.8K
$643K
|
|
|
Oct 23, 2025
Q3 2025
|
Spire Wealth Management
|
SELL
|
- |
-3.89K- 56.36% |
$175K - $181K
|
3.01K
$140K
|
|
|
Oct 06, 2025
Q3 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
SELL
|
- |
-4.26K- 12.07% |
$192K - $198K
|
31.1K
$1.44M
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-4.32K- 43.61% |
$194K - $201K
|
5.58K
$259K
|
|
|
Oct 09, 2025
Q3 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
SELL
|
- |
-4.85K- 42.22% |
$218K - $225K
|
6.63K
$308K
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-8.98K- 8.28% |
$405K - $418K
|
99.5K
$4.62M
|
|
|
Oct 23, 2025
Q3 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-23.7K- 58.76% |
$1.07M - $1.1M
|
16.6K
$772K
|
|
|
Oct 27, 2025
Q3 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-27.3K- 30.91% |
$1.23M - $1.27M
|
61K
$2.83M
|