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 |
|---|---|---|---|---|---|---|---|
|
Sep 04, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
255K+ 642.83% |
$9.18M - $10.3M
|
294K
$12.2M
|
|
|
Aug 29, 2025
Q2 2025
|
Evolution Wealth Management Inc.
Fort Myers, FL |
BUY
|
- |
15.1KNew |
$543K - $608K
|
15.1K
$622K
|
|
|
Aug 19, 2025
Q2 2025
|
Advisory Services Network, LLC
|
SELL
|
- |
-2.73K- 2.45% |
$98.4K - $110K
|
109K
$4.49M
|
|
|
Aug 18, 2025
Q2 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-500- 60.46% |
$18K - $20.2K
|
327
$13.5K
|
|
|
Aug 15, 2025
Q2 2025
|
Fsb Premier Wealth Management, Inc.
|
SELL
|
- |
-1.95K- 24.62% |
$70.3K - $78.7K
|
5.97K
$247K
|
|
|
Aug 14, 2025
Q2 2025
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
27.8KNew |
$1M - $1.12M
|
27.8K
$1.15M
|
|
|
Aug 14, 2025
Q2 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-7.75K- 3.82% |
$279K - $313K
|
195K
$8.05M
|
|
|
Aug 14, 2025
Q2 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
17.2KNew |
$620K - $694K
|
17.2K
$710K
|
|
|
Aug 14, 2025
Q2 2025
|
Old Mission Capital LLC
|
BUY
|
- |
20.5KNew |
$737K - $825K
|
20.5K
$844K
|
|
|
Aug 14, 2025
Q2 2025
|
Hrt Financial LP
New York, NY |
BUY
|
- |
6.05KNew |
$218K - $244K
|
6.05K
$250K
|
|
|
Aug 14, 2025
Q2 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
2.43K+ 10.07% |
$87.6K - $98K
|
26.6K
$1.1M
|
|
|
Aug 14, 2025
Q2 2025
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
675+ 16.35% |
$24.3K - $27.2K
|
4.8K
$198K
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
1.95K+ 4.17% |
$70.3K - $78.6K
|
48.7K
$2.01M
|
|
|
Aug 14, 2025
Q2 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-9.61K- 6.49% |
$346K - $388K
|
138K
$5.71M
|
|
|
Aug 14, 2025
Q2 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
134+ 11.49% |
$4.83K - $5.41K
|
1.3K
$53.7K
|
|
|
Aug 13, 2025
Q2 2025
|
Smart Wealth LLC
Omaha, NE |
BUY
|
- |
1.09K+ 0.7% |
$39.2K - $43.9K
|
157K
$6.5M
|
|
|
Aug 13, 2025
Q2 2025
|
National Bank Of Canada
|
SELL
|
- |
-785- 13.65% |
$28.3K - $31.7K
|
4.97K
$205K
|
|
|
Aug 13, 2025
Q2 2025
|
Barclays PLC
London, X0 |
BUY
|
- |
2.47K+ 4755.77% |
$89.2K - $99.8K
|
2.53K
$104K
|
|
|
Aug 13, 2025
Q2 2025
|
Stone X Group Inc.
|
BUY
|
- |
10KNew |
$362K - $405K
|
10K
$414K
|
|
|
Aug 13, 2025
Q2 2025
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
1.6K+ 0.69% |
$57.6K - $64.4K
|
232K
$9.57M
|
|
|
Aug 13, 2025
Q2 2025
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
6.29K+ 18.17% |
$227K - $254K
|
40.9K
$1.69M
|
|
|
Aug 12, 2025
Q2 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1K+ 204.08% |
$36.1K - $40.3K
|
1.49K
$61.5K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
13.4K+ 19.9% |
$484K - $541K
|
80.9K
$3.34M
|
|
|
Aug 12, 2025
Q2 2025
|
Wood Tarver Financial Group, LLC
Boise, ID |
SELL
|
- |
-100K- 68.1% |
$3.62M - $4.05M
|
47K
$1.94M
|
|
|
Aug 12, 2025
Q2 2025
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
6.54K+ 0.91% |
$236K - $264K
|
729K
$30.1M
|
|
|
Aug 12, 2025
Q2 2025
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
54.4KNew |
$1.96M - $2.19M
|
54.4K
$2.24M
|
|
|
Aug 11, 2025
Q2 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
16.5K+ 147.23% |
$595K - $665K
|
27.7K
$1.14M
|
|
|
Aug 11, 2025
Q2 2025
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-1.11K- 22.75% |
$40.1K - $44.9K
|
3.78K
$156K
|
|
|
Aug 11, 2025
Q2 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
11.7KNew |
$421K - $471K
|
11.7K
$482K
|
|
|
Aug 08, 2025
Q2 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
5.06KNew |
$183K - $204K
|
5.06K
$209K
|
|
|
Aug 08, 2025
Q2 2025
|
Ogorek Anthony Joseph
|
SELL
|
- |
-2.6K- 20.43% |
$93.6K - $105K
|
10.1K
$418K
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
62.8K+ 99.1% |
$2.26M - $2.53M
|
126K
$5.21M
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
1.62K+ 22.85% |
$58.4K - $65.4K
|
8.71K
$360K
|
|
|
Aug 08, 2025
Q2 2025
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
BUY
|
- |
5.86K+ 59.86% |
$211K - $236K
|
15.7K
$646K
|
|
|
Aug 07, 2025
Q2 2025
|
Pfg Advisors
|
BUY
|
- |
8.06KNew |
$291K - $325K
|
8.06K
$333K
|
|
|
Aug 06, 2025
Q2 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-4.79K- 78.28% |
$172K - $193K
|
1.33K
$54.8K
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-30.2K- 26.02% |
$1.09M - $1.22M
|
85.8K
$3.54M
|
|
|
Aug 06, 2025
Q2 2025
|
Founders Financial Securities LLC
|
BUY
|
- |
3.18K+ 8.43% |
$115K - $128K
|
40.9K
$1.69M
|
|
|
Aug 05, 2025
Q2 2025
|
Integrity Financial Corp
|
BUY
|
- |
2.07K+ 16.44% |
$74.7K - $83.6K
|
14.7K
$606K
|
|
|
Aug 04, 2025
Q2 2025
|
Spire Wealth Management
|
SELL
|
- |
-2.8K- 3.86% |
$101K - $113K
|
69.7K
$2.88M
|
|
|
Aug 04, 2025
Q2 2025
|
Arbor Capital Management Inc
Anchorage, AK |
BUY
|
- |
570+ 8.82% |
$20.5K - $23K
|
7.04K
$290K
|
|
|
Aug 04, 2025
Q2 2025
|
Buck Wealth Strategies, LLC
Denver, CO |
BUY
|
- |
4.64K+ 68.07% |
$167K - $187K
|
11.4K
$473K
|
|
|
Aug 04, 2025
Q2 2025
|
Arkadios Wealth Advisors
|
SELL
|
- |
-2.32K- 23.41% |
$83.7K - $93.7K
|
7.6K
$314K
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
4.46K+ 2.27% |
$161K - $180K
|
201K
$8.29M
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
3.12K+ 4.19% |
$112K - $126K
|
77.6K
$3.2M
|
|
|
Jul 30, 2025
Q2 2025
|
Life Wealth Investments, LLC
Winter Garden, FL |
SELL
|
- |
-62- 0.4% |
$2.24K - $2.5K
|
15.4K
$635K
|
|
|
Jul 30, 2025
Q2 2025
|
Brookstone Capital Management
|
SELL
|
- |
-28.4K- 6.94% |
$1.02M - $1.15M
|
381K
$15.7M
|
|
|
Jul 28, 2025
Q2 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
12.3KNew |
$442K - $495K
|
12.3K
$507K
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
126+ 0.49% |
$4.54K - $5.08K
|
25.6K
$1.06M
|