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 |
|---|---|---|---|---|---|---|---|
|
Dec 26, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
9.89K+ 99.79% |
$360K - $378K
|
19.8K
$774K
|
|
|
Dec 13, 2024
Q3 2024
|
Smart Wealth LLC
Omaha, NE |
SELL
|
- |
-328K- 62.01% |
$11.9M - $12.5M
|
201K
$7.84M
|
|
|
Nov 15, 2024
Q3 2024
|
Barclays PLC
London, X0 |
BUY
|
- |
1.66KNew |
$60.2K - $63.2K
|
1.66K
$64.8K
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-4.07K- 2.06% |
$148K - $155K
|
194K
$7.57M
|
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-6.83K- 21.36% |
$248K - $261K
|
25.2K
$983K
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
SELL
|
- |
-76- 8.01% |
$2.76K - $2.9K
|
873
$34.1K
|
|
|
Nov 14, 2024
Q3 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
4.78KNew |
$174K - $183K
|
4.78K
$187K
|
|
|
Nov 14, 2024
Q3 2024
|
Old Mission Capital LLC
|
SELL
|
- |
-13.5K- 48.38% |
$492K - $517K
|
14.4K
$565K
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
237New |
$8.61K - $9.05K
|
237
$9.26K
|
|
|
Nov 14, 2024
Q3 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-1.79K- 8.76% |
$65K - $68.2K
|
18.6K
$728K
|
|
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
7.17K+ 106.03% |
$261K - $274K
|
13.9K
$544K
|
|
|
Nov 14, 2024
Q3 2024
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
BUY
|
- |
252+ 0.56% |
$9.16K - $9.62K
|
44.9K
$1.75M
|
|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
11.1K+ 61.63% |
$405K - $425K
|
29.2K
$1.14M
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-5.21K- 31.93% |
$190K - $199K
|
11.1K
$434K
|
|
|
Nov 13, 2024
Q3 2024
|
Truist Financial Corp
|
SELL
|
- |
-132K- 83.21% |
$4.79M - $5.03M
|
26.6K
$1.04M
|
|
|
Nov 13, 2024
Q3 2024
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
250New |
$9.09K - $9.54K
|
250
$9.77K
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-5.1K- 5.15% |
$185K - $195K
|
93.8K
$3.67M
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-9.95K- 17.43% |
$362K - $380K
|
47.2K
$1.84M
|
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
6.42KNew |
$233K - $245K
|
6.42K
$251K
|
|
|
Nov 13, 2024
Q3 2024
|
Townsquare Capital LLC
|
SELL
|
- |
-550- 1.24% |
$20K - $21K
|
43.6K
$1.71M
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-2.09K- 3.62% |
$75.9K - $79.7K
|
55.6K
$2.17M
|
|
|
Nov 12, 2024
Q3 2024
|
Camelot Portfolios, LLC
|
SELL
|
- |
-500- 2.79% |
$18.2K - $19.1K
|
17.4K
$680K
|
|
|
Nov 12, 2024
Q3 2024
|
Founders Financial Securities LLC
|
BUY
|
- |
8.43KNew |
$306K - $322K
|
8.43K
$329K
|
|
|
Nov 12, 2024
Q3 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
SELL
|
- |
-70- 0.84% |
$2.54K - $2.67K
|
8.25K
$322K
|
|
|
Nov 12, 2024
Q3 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
14.4KNew |
$524K - $551K
|
14.4K
$564K
|
|
|
Nov 12, 2024
Q3 2024
|
Jim Saulnier & Associates, LLC
Fort Collins, CO |
BUY
|
- |
10.2KNew |
$370K - $388K
|
10.2K
$397K
|
|
|
Nov 12, 2024
Q3 2024
|
Beacon Financial Group
|
SELL
|
- |
-15.3K- 13.98% |
$555K - $583K
|
94K
$3.67M
|
|
|
Nov 12, 2024
Q3 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-150- 14.78% |
$5.45K - $5.73K
|
865
$33.8K
|
|
|
Nov 12, 2024
Q3 2024
|
Centaurus Financial, Inc.
|
SELL
|
- |
-500- 9.59% |
$18.2K - $19.1K
|
4.71K
$184K
|
|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
150+ 15.2% |
$5.45K - $5.73K
|
1.14K
$44.4K
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-6.47K- 9.66% |
$235K - $247K
|
60.5K
$2.36M
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-159K- 44.63% |
$5.76M - $6.05M
|
197K
$7.69M
|
|
|
Nov 05, 2024
Q3 2024
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-742- 6.74% |
$27K - $28.3K
|
10.3K
$401K
|
|
|
Nov 04, 2024
Q3 2024
|
Arbor Capital Management Inc
Anchorage, AK |
SELL
|
- |
-60- 0.86% |
$2.18K - $2.29K
|
6.95K
$272K
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-9.85K- 10.7% |
$358K - $376K
|
82.2K
$3.21M
|
|
|
Nov 01, 2024
Q3 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
1.62K+ 3.98% |
$58.8K - $61.8K
|
42.3K
$1.65M
|
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-98.8K- 90.27% |
$3.59M - $3.77M
|
10.7K
$417K
|
|
|
Oct 29, 2024
Q3 2024
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-24.2K- 24.4% |
$879K - $923K
|
74.9K
$2.93M
|
|
|
Oct 29, 2024
Q3 2024
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
SELL
|
- |
-36- 0.41% |
$1.31K - $1.37K
|
8.83K
$345K
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-2.94K- 2.83% |
$107K - $112K
|
101K
$3.94M
|
|
|
Oct 28, 2024
Q3 2024
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-383- 6.9% |
$13.9K - $14.6K
|
5.17K
$202K
|
|
|
Oct 25, 2024
Q3 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-81- 0.25% |
$2.94K - $3.09K
|
32.5K
$1.27M
|
|
|
Oct 24, 2024
Q3 2024
|
Bouchey Financial Group LTD
|
SELL
|
- |
-714- 4.78% |
$26K - $27.3K
|
14.2K
$556K
|
|
|
Oct 23, 2024
Q3 2024
|
Santori & Peters, Inc.
|
SELL
|
- |
-157- 1.14% |
$5.71K - $5.99K
|
13.6K
$530K
|
|
|
Oct 22, 2024
Q3 2024
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
BUY
|
- |
17K+ 55.6% |
$617K - $648K
|
47.5K
$1.86M
|
|
|
Oct 21, 2024
Q3 2024
|
Integrity Financial Corp
|
BUY
|
- |
1.49K+ 10.42% |
$54.3K - $57K
|
15.8K
$618K
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
1.12K+ 1.28% |
$40.5K - $42.6K
|
88K
$3.44M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
2.92K+ 12.04% |
$106K - $111K
|
27.1K
$1.06M
|
|
|
Oct 15, 2024
Q3 2024
|
Spire Wealth Management
|
BUY
|
- |
3+ 0.02% |
$109 - $115
|
16.9K
$659K
|
|
|
Oct 15, 2024
Q3 2024
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
9.08KNew |
$330K - $346K
|
9.08K
$355K
|