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 |
|---|---|---|---|---|---|---|---|
|
Feb 27, 2025
Q4 2024
|
Reap Financial Group, LLC
Austin, TX |
SELL
|
- |
-1.46K- 4.39% |
$55.6K - $57.1K
|
31.8K
$1.25M
|
|
|
Feb 25, 2025
Q4 2024
|
Armis Advisers, LLC
Atlanta, GA |
BUY
|
- |
46.9KNew |
$1.78M - $1.83M
|
46.9K
$1.84M
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-4.65K- 4.61% |
$177K - $182K
|
96.2K
$3.77M
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
25.1K+ 99.68% |
$953K - $980K
|
50.2K
$1.97M
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
SELL
|
- |
-466- 53.38% |
$17.7K - $18.2K
|
407
$15.9K
|
|
|
Feb 14, 2025
Q4 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
30+ 2.64% |
$1.14K - $1.17K
|
1.17K
$45.7K
|
|
|
Feb 14, 2025
Q4 2024
|
Hrt Financial LP
New York, NY |
SELL
|
- |
-6.66K- 46.14% |
$253K - $260K
|
7.77K
$304K
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-177- 74.68% |
$6.73K - $6.92K
|
60
$2.35K
|
|
|
Feb 14, 2025
Q4 2024
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
BUY
|
- |
3.02K+ 6.72% |
$115K - $118K
|
47.9K
$1.88M
|
|
|
Feb 14, 2025
Q4 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-3.3K- 11.31% |
$126K - $129K
|
25.9K
$1.01M
|
|
|
Feb 13, 2025
Q4 2024
|
Advisory Services Network, LLC
|
SELL
|
- |
-98.5K- 46.18% |
$3.75M - $3.85M
|
115K
$4.5M
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-3.17K- 17.01% |
$120K - $124K
|
15.5K
$606K
|
|
|
Feb 13, 2025
Q4 2024
|
Barclays PLC
London, X0 |
BUY
|
- |
2.35K+ 141.76% |
$89.3K - $91.8K
|
4.01K
$157K
|
|
|
Feb 13, 2025
Q4 2024
|
Townsquare Capital LLC
|
SELL
|
- |
-183- 0.42% |
$6.96K - $7.15K
|
43.5K
$1.7M
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
2.34K+ 1.21% |
$88.9K - $91.4K
|
196K
$7.68M
|
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-700- 10.9% |
$26.6K - $27.4K
|
5.72K
$224K
|
|
|
Feb 13, 2025
Q4 2024
|
Per Stirling Capital Management, Llc.
Austin, TX |
SELL
|
- |
-59- 1.01% |
$2.24K - $2.31K
|
5.77K
$226K
|
|
|
Feb 13, 2025
Q4 2024
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
70New |
$2.66K - $2.74K
|
70
$2.74K
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-4.34K- 7.8% |
$165K - $170K
|
51.3K
$2.01M
|
|
|
Feb 13, 2025
Q4 2024
|
Integrity Financial Corp
|
SELL
|
- |
-1.62K- 10.25% |
$61.6K - $63.3K
|
14.2K
$556K
|
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-19.7K- 99.26% |
$747K - $768K
|
147
$5.76K
|
|
|
Feb 12, 2025
Q4 2024
|
Old Mission Capital LLC
|
BUY
|
- |
20.6K+ 142.37% |
$782K - $804K
|
35K
$1.37M
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-1.07K- 0.54% |
$40.5K - $41.7K
|
196K
$7.66M
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
7.63K+ 12.61% |
$290K - $298K
|
68.1K
$2.67M
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-53.6K- 65.28% |
$2.04M - $2.1M
|
28.5K
$1.12M
|
|
|
Feb 10, 2025
Q4 2024
|
Arbor Capital Management Inc
Anchorage, AK |
SELL
|
- |
-402- 5.78% |
$15.3K - $15.7K
|
6.55K
$256K
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
2.05K+ 2.18% |
$77.9K - $80.1K
|
95.9K
$3.75M
|
|
|
Feb 10, 2025
Q4 2024
|
Founders Financial Securities LLC
|
BUY
|
- |
7.7K+ 91.27% |
$292K - $301K
|
16.1K
$631K
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-998- 1.13% |
$37.9K - $39K
|
87K
$3.41M
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-1.8K- 3.82% |
$68.5K - $70.5K
|
45.4K
$1.78M
|
|
|
Feb 07, 2025
Q4 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
25.5KNew |
$970K - $997K
|
25.5K
$999K
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-1.32K- 11.85% |
$50.1K - $51.5K
|
9.8K
$384K
|
|
|
Feb 06, 2025
Q4 2024
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-283- 5.47% |
$10.8K - $11.1K
|
4.89K
$191K
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
32.1KNew |
$1.22M - $1.26M
|
32.1K
$1.26M
|
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
3.02K+ 7.14% |
$115K - $118K
|
45.3K
$1.77M
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
BUY
|
- |
1.64KNew |
$62.4K - $64.2K
|
1.64K
$64.3K
|
|
|
Feb 05, 2025
Q4 2024
|
Bouchey Financial Group LTD
|
SELL
|
- |
-7.49K- 52.64% |
$285K - $293K
|
6.73K
$264K
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
SELL
|
- |
-6.98K- 5.91% |
$265K - $273K
|
111K
$4.35M
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
54+ 0.02% |
$2.05K - $2.11K
|
353K
$13.8M
|
|
|
Feb 03, 2025
Q4 2024
|
Camelot Portfolios, LLC
|
SELL
|
- |
-4K- 22.99% |
$152K - $156K
|
13.4K
$525K
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
SELL
|
- |
-3.26K- 12.24% |
$124K - $127K
|
23.3K
$914K
|
|
|
Jan 29, 2025
Q4 2024
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-710- 25.0% |
$27K - $27.7K
|
2.13K
$83.4K
|
|
|
Jan 29, 2025
Q4 2024
|
Beacon Financial Group
|
SELL
|
- |
-7.11K- 7.57% |
$270K - $278K
|
86.9K
$3.4M
|
|
|
Jan 28, 2025
Q4 2024
|
Smart Wealth LLC
Omaha, NE |
SELL
|
- |
-28.6K- 14.23% |
$1.09M - $1.12M
|
172K
$6.74M
|
|
|
Jan 27, 2025
Q4 2024
|
Foguth Wealth Management, Llc.
Brighton, MI |
BUY
|
- |
180KNew |
$6.85M - $7.05M
|
180K
$7.06M
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
SELL
|
- |
-2- 0.01% |
$76 - $78.2
|
16.9K
$660K
|
|
|
Jan 24, 2025
Q4 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
SELL
|
- |
-116- 1.41% |
$4.41K - $4.53K
|
8.14K
$319K
|
|
|
Jan 24, 2025
Q4 2024
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
BUY
|
- |
7.97K+ 16.78% |
$303K - $312K
|
55.5K
$2.17M
|
|
|
Jan 23, 2025
Q4 2024
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-19.2K- 25.65% |
$730K - $751K
|
55.7K
$2.18M
|