Latest Institutional Transactions on First Exc Trd Viii Cboe Vest U (DJAN)
This table provides information on the latest institutional transactions involving First Exc Trd Viii Cboe Vest U (DJAN) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
60.2K+ 188.13% |
$2.08M - $2.17M
|
92.2K
$3.42M
|
|
May 16, 2024
Q1 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
26.5KNew |
$916K - $956K
|
26.5K
$985K
|
|
May 15, 2024
Q1 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
41.5K+ 56.47% |
$1.43M - $1.5M
|
115K
$4.27M
|
|
May 15, 2024
Q1 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-457K- 96.17% |
$15.8M - $16.5M
|
18.2K
$677K
|
|
May 15, 2024
Q1 2024
|
Townsquare Capital LLC
|
BUY
|
- |
40.3K+ 654.33% |
$1.39M - $1.45M
|
46.5K
$1.73M
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
3.6KNew |
$124K - $130K
|
3.6K
$134K
|
|
May 15, 2024
Q1 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
21K+ 318.8% |
$726K - $759K
|
27.6K
$1.03M
|
|
May 15, 2024
Q1 2024
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
BUY
|
- |
1.97K+ 4.92% |
$68K - $71.1K
|
42K
$1.56M
|
|
May 15, 2024
Q1 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
8.45KNew |
$291K - $304K
|
8.45K
$314K
|
|
May 14, 2024
Q1 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
29.4KNew |
$1.02M - $1.06M
|
29.4K
$1.09M
|
|
May 14, 2024
Q1 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
35.4K+ 21.34% |
$1.22M - $1.27M
|
201K
$7.47M
|
|
May 14, 2024
Q1 2024
|
Sequent Planning LLC
Omaha, NE |
BUY
|
- |
105KNew |
$3.62M - $3.78M
|
105K
$3.89M
|
|
May 14, 2024
Q1 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
16.7K+ 290.22% |
$576K - $602K
|
22.5K
$834K
|
|
May 14, 2024
Q1 2024
|
Old Mission Capital LLC
|
SELL
|
- |
-15.3K- 58.12% |
$528K - $552K
|
11K
$410K
|
|
May 14, 2024
Q1 2024
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
5.7KNew |
$197K - $206K
|
5.7K
$212K
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
20.7K+ 156.71% |
$715K - $747K
|
33.9K
$1.26M
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
26.3KNew |
$907K - $947K
|
26.3K
$976K
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
BUY
|
- |
1.47K+ 117.55% |
$50.6K - $52.9K
|
2.72K
$101K
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
156K+ 75.39% |
$5.38M - $5.62M
|
363K
$13.5M
|
|
May 13, 2024
Q1 2024
|
Arbor Capital Management Inc
Anchorage, AK |
BUY
|
- |
7.07KNew |
$244K - $255K
|
7.07K
$263K
|
|
May 13, 2024
Q1 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
6.23KNew |
$215K - $225K
|
6.23K
$231K
|
|
May 13, 2024
Q1 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
323New |
$11.1K - $11.6K
|
323
$12K
|
|
May 13, 2024
Q1 2024
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
SELL
|
- |
-2.17K- 95.77% |
$75K - $78.3K
|
96
$3.57K
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
16.3K+ 32.78% |
$564K - $589K
|
66.2K
$2.46M
|
|
May 10, 2024
Q1 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
600+ 444.44% |
$20.7K - $21.6K
|
735
$27.3K
|
|
May 10, 2024
Q1 2024
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
717+ 9.92% |
$24.7K - $25.8K
|
7.95K
$295K
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
21.1K+ 33.26% |
$728K - $761K
|
84.5K
$3.14M
|
|
May 10, 2024
Q1 2024
|
Truist Financial Corp
|
BUY
|
- |
140K+ 485.92% |
$4.84M - $5.06M
|
169K
$6.28M
|
|
May 10, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
69.2K+ 39758.62% |
$2.39M - $2.49M
|
69.4K
$2.58M
|
|
May 08, 2024
Q1 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
3.03K+ 22.36% |
$104K - $109K
|
16.6K
$615K
|
|
May 08, 2024
Q1 2024
|
Camelot Portfolios, LLC
|
SELL
|
- |
-1.1K- 5.95% |
$38K - $39.7K
|
17.4K
$646K
|
|
May 07, 2024
Q1 2024
|
Beacon Financial Group
|
SELL
|
- |
-12.3K- 8.83% |
$425K - $444K
|
127K
$4.72M
|
|
May 07, 2024
Q1 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
9.8K+ 76.87% |
$338K - $353K
|
22.6K
$838K
|
|
May 06, 2024
Q1 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
190K+ 781.23% |
$6.56M - $6.86M
|
215K
$7.97M
|
|
May 03, 2024
Q1 2024
|
Ogorek Anthony Joseph
|
BUY
|
- |
11.6KNew |
$399K - $417K
|
11.6K
$429K
|
|
May 02, 2024
Q1 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
8.02KNew |
$277K - $289K
|
8.02K
$298K
|
|
May 02, 2024
Q1 2024
|
Integrity Financial Corp
|
BUY
|
- |
3.12K+ 29.47% |
$108K - $112K
|
13.7K
$509K
|
|
May 01, 2024
Q1 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
101K+ 1234.65% |
$3.5M - $3.66M
|
110K
$4.07M
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
41.5K+ 84.96% |
$1.43M - $1.5M
|
90.4K
$3.36M
|
|
Apr 26, 2024
Q1 2024
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
31.2K+ 47.67% |
$1.08M - $1.12M
|
96.5K
$3.59M
|
|
Apr 25, 2024
Q1 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
315+ 3.64% |
$10.9K - $11.4K
|
8.97K
$333K
|
|
Apr 25, 2024
Q1 2024
|
Mtm Investment Management, LLC
Spartanburg, SC |
SELL
|
- |
-400- 11.11% |
$13.8K - $14.4K
|
3.2K
$119K
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
77.4K+ 136.92% |
$2.67M - $2.79M
|
134K
$4.98M
|
|
Apr 24, 2024
Q1 2024
|
Spire Wealth Management
|
BUY
|
- |
16.3K+ 3112.38% |
$564K - $589K
|
16.9K
$626K
|
|
Apr 23, 2024
Q1 2024
|
Bouchey Financial Group LTD
|
BUY
|
- |
15KNew |
$517K - $540K
|
15K
$556K
|
|
Apr 23, 2024
Q1 2024
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
SELL
|
- |
-17- 0.19% |
$587 - $613
|
8.86K
$329K
|
|
Apr 23, 2024
Q1 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-1.76K- 4.68% |
$60.8K - $63.5K
|
35.9K
$1.33M
|
|
Apr 23, 2024
Q1 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
66.3KNew |
$2.29M - $2.39M
|
66.3K
$2.46M
|
|
Apr 23, 2024
Q1 2024
|
Spectrum Asset Management, Inc.
|
BUY
|
- |
368KNew |
$12.7M - $13.3M
|
368K
$13.7M
|