Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-2.98K- 6.83% |
$126K - $131K
|
40.6K
$1.8M
|
|
|
Jan 21, 2025
Q4 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-3.23K- 50.0% |
$136K - $142K
|
3.23K
$143K
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-3.42K- 12.31% |
$144K - $150K
|
24.3K
$1.08M
|
|
|
Feb 13, 2025
Q4 2024
|
Barclays PLC
London, X0 |
SELL
|
- |
-3.73K- 79.97% |
$157K - $164K
|
933
$41.4K
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-3.79K- 10.88% |
$160K - $166K
|
31K
$1.38M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-4.26K- 29.11% |
$180K - $187K
|
10.4K
$460K
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-4.54K- 3.55% |
$192K - $199K
|
123K
$5.48M
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-5.38K- 16.57% |
$227K - $236K
|
27.1K
$1.2M
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
SELL
|
- |
-5.59K- 24.42% |
$236K - $246K
|
17.3K
$768K
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-9.52K- 31.94% |
$402K - $418K
|
20.3K
$901K
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-13.1K- 19.63% |
$552K - $573K
|
53.4K
$2.37M
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-21.3K- 45.62% |
$899K - $935K
|
25.4K
$1.13M
|
|
|
Feb 11, 2025
Q4 2024
|
Sequent Planning LLC
Omaha, NE |
SELL
|
- |
-94.6K- 92.36% |
$4M - $4.16M
|
7.83K
$348K
|