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 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-500- 37.68% |
$18.8K - $19.9K
|
827
$32.4K
|
|
|
May 15, 2025
Q1 2025
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
BUY
|
- |
8.71KNew |
$328K - $346K
|
8.71K
$341K
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
9.24KNew |
$348K - $367K
|
9.24K
$362K
|
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
SELL
|
- |
-3.32K- 2.89% |
$125K - $132K
|
112K
$4.37M
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
7.8KNew |
$294K - $310K
|
7.8K
$306K
|
|
|
May 15, 2025
Q1 2025
|
Fischer Investment Strategies, LLC
Westlake Village, CA |
BUY
|
- |
5.82KNew |
$219K - $231K
|
5.82K
$228K
|
|
|
May 15, 2025
Q1 2025
|
Foguth Wealth Management, Llc.
Brighton, MI |
BUY
|
- |
76.9K+ 42.63% |
$2.9M - $3.06M
|
257K
$10.1M
|
|
|
May 15, 2025
Q1 2025
|
Barclays PLC
London, X0 |
SELL
|
- |
-3.95K- 98.7% |
$149K - $157K
|
52
$2.04K
|
|
|
May 15, 2025
Q1 2025
|
Stone X Group Inc.
|
BUY
|
- |
11.6KNew |
$438K - $462K
|
11.6K
$456K
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
18.4K+ 321.77% |
$694K - $732K
|
24.1K
$945K
|
|
|
May 15, 2025
Q1 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
BUY
|
- |
15.9KNew |
$601K - $634K
|
15.9K
$625K
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
52.1K+ 54.3% |
$1.96M - $2.07M
|
148K
$5.8M
|
|
|
May 14, 2025
Q1 2025
|
Cascade Investment Group, Inc.
Colorado Springs, CO |
BUY
|
- |
8.7KNew |
$328K - $346K
|
8.7K
$341K
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
6.6K+ 3.37% |
$249K - $263K
|
203K
$7.94M
|
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
27K+ 104.21% |
$1.02M - $1.07M
|
52.9K
$2.07M
|
|
|
May 14, 2025
Q1 2025
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
224K+ 3889.82% |
$8.45M - $8.92M
|
230K
$9.02M
|
|
|
May 14, 2025
Q1 2025
|
Reap Financial Group, LLC
Austin, TX |
BUY
|
- |
18.5K+ 58.15% |
$697K - $735K
|
50.3K
$1.97M
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 14, 2025
Q1 2025
|
Jdm Financial Group LLC
Encino, CA |
BUY
|
- |
42.8KNew |
$1.61M - $1.7M
|
42.8K
$1.68M
|
|
|
May 13, 2025
Q1 2025
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
34.6KNew |
$1.3M - $1.38M
|
34.6K
$1.36M
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
14.6K+ 45.59% |
$552K - $582K
|
46.8K
$1.83M
|
|
|
May 13, 2025
Q1 2025
|
Camelot Portfolios, LLC
|
BUY
|
- |
500+ 3.73% |
$18.8K - $19.9K
|
13.9K
$545K
|
|
|
May 12, 2025
Q1 2025
|
Townsquare Capital LLC
|
BUY
|
- |
10.8K+ 24.8% |
$406K - $428K
|
54.2K
$2.13M
|
|
|
May 12, 2025
Q1 2025
|
National Bank Of Canada
|
BUY
|
- |
5.75KNew |
$217K - $229K
|
5.75K
$225K
|
|
|
May 12, 2025
Q1 2025
|
Integrity Financial Corp
|
SELL
|
- |
-1.59K- 11.17% |
$59.8K - $63.1K
|
12.6K
$494K
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
6.24K+ 4246.94% |
$235K - $248K
|
6.39K
$250K
|
|
|
May 12, 2025
Q1 2025
|
Founders Financial Securities LLC
|
BUY
|
- |
21.6K+ 133.95% |
$814K - $859K
|
37.7K
$1.48M
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
312K+ 687.36% |
$11.8M - $12.4M
|
357K
$14M
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
11.2KNew |
$422K - $445K
|
11.2K
$439K
|
|
|
May 09, 2025
Q1 2025
|
Ogorek Anthony Joseph
|
BUY
|
- |
1.21K+ 10.55% |
$45.7K - $48.2K
|
12.7K
$498K
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
28.9K+ 33.19% |
$1.09M - $1.15M
|
116K
$4.54M
|
|
|
May 09, 2025
Q1 2025
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
1.82KNew |
$68.6K - $72.4K
|
1.82K
$71.3K
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-1- 0.09% |
$37.7 - $39.8
|
1.17K
$45.7K
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
8.28KNew |
$312K - $329K
|
8.28K
$325K
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
SELL
|
- |
-1.74K- 3.13% |
$65.5K - $69.1K
|
53.7K
$2.11M
|
|
|
May 08, 2025
Q1 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
9.92KNew |
$374K - $395K
|
9.92K
$389K
|
|
|
May 08, 2025
Q1 2025
|
Armis Advisers, LLC
Atlanta, GA |
BUY
|
- |
3.37K+ 7.19% |
$127K - $134K
|
50.3K
$1.97M
|
|
|
May 08, 2025
Q1 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
47.9KNew |
$1.81M - $1.91M
|
47.9K
$1.88M
|
|
|
May 08, 2025
Q1 2025
|
Grantvest Financial Group LLC
Matawan, NJ |
BUY
|
- |
15.7KNew |
$591K - $624K
|
15.7K
$615K
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-3.06K- 10.72% |
$115K - $122K
|
25.5K
$999K
|
|
|
May 07, 2025
Q1 2025
|
Prosperity Consulting Group, LLC
|
SELL
|
- |
-516- 5.68% |
$19.4K - $20.5K
|
8.56K
$336K
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-676- 0.99% |
$25.5K - $26.9K
|
67.4K
$2.64M
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-9.35K- 60.47% |
$352K - $372K
|
6.11K
$240K
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
12.1K+ 23.52% |
$455K - $479K
|
63.3K
$2.48M
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-2.71K- 27.62% |
$102K - $108K
|
7.09K
$278K
|
|
|
May 05, 2025
Q1 2025
|
1 St Source Bank
|
BUY
|
- |
20.5KNew |
$774K - $816K
|
20.5K
$805K
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-261K- 74.14% |
$9.85M - $10.4M
|
91.2K
$3.57M
|
|
|
May 05, 2025
Q1 2025
|
Ignite Planners, LLC
|
BUY
|
- |
4.08K+ 66.81% |
$154K - $162K
|
10.2K
$399K
|
|
|
May 05, 2025
Q1 2025
|
Wt Wealth Management
|
BUY
|
- |
8.33KNew |
$314K - $331K
|
8.33K
$327K
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
195K+ 175.2% |
$7.34M - $7.74M
|
306K
$12M
|