Latest Institutional Purchases of First Exc Trd Viii Cboe Vest U (DJAN)
This list provides information on the latest institutional transactions involving First Exc Trd Viii Cboe Vest U (DJAN) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
62.8K+ 99.1% |
$2.26M - $2.53M
|
126K
$5.18M
|
|
|
Aug 12, 2025
Q2 2025
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
54.4KNew |
$1.96M - $2.19M
|
54.4K
$2.23M
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
21.9K+ 217.27% |
$790K - $883K
|
32K
$1.31M
|
|
|
Jul 21, 2025
Q2 2025
|
Precedent Wealth Partners, LLC
Houston, TX |
BUY
|
- |
20.6K+ 10.45% |
$742K - $831K
|
218K
$8.95M
|
|
|
Aug 11, 2025
Q2 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
16.5K+ 147.23% |
$595K - $665K
|
27.7K
$1.14M
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
13.4K+ 19.9% |
$484K - $541K
|
80.9K
$3.32M
|
|
|
Jul 25, 2025
Q2 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
13.3K+ 27.71% |
$479K - $536K
|
61.2K
$2.52M
|
|
|
Jul 28, 2025
Q2 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
12.3KNew |
$442K - $495K
|
12.3K
$504K
|
|
|
Aug 11, 2025
Q2 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
11.7KNew |
$421K - $471K
|
11.7K
$479K
|
|
|
Aug 13, 2025
Q2 2025
|
Stone X Group Inc.
|
BUY
|
- |
10KNew |
$362K - $405K
|
10K
$412K
|
|
|
Jul 28, 2025
Q2 2025
|
Holistic Planning, LLC
Nacogdoches, TX |
BUY
|
- |
8.32KNew |
$300K - $335K
|
8.32K
$342K
|
|
|
Aug 07, 2025
Q2 2025
|
Pfg Advisors
|
BUY
|
- |
8.06KNew |
$291K - $325K
|
8.06K
$331K
|
|
|
Aug 12, 2025
Q2 2025
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
6.54K+ 0.91% |
$236K - $264K
|
729K
$29.9M
|
|
|
Aug 13, 2025
Q2 2025
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
6.29K+ 18.17% |
$227K - $254K
|
40.9K
$1.68M
|
|
|
Jul 28, 2025
Q2 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
6.02KNew |
$217K - $243K
|
6.02K
$247K
|
|
|
Aug 08, 2025
Q2 2025
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
BUY
|
- |
5.86K+ 59.86% |
$211K - $236K
|
15.7K
$643K
|
|
|
Jul 23, 2025
Q2 2025
|
River Tree Advisors, LLC
Winter Park, FL |
BUY
|
- |
5.22KNew |
$188K - $211K
|
5.22K
$215K
|
|
|
Aug 08, 2025
Q2 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
5.06KNew |
$183K - $204K
|
5.06K
$208K
|
|
|
Jul 24, 2025
Q2 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
5KNew |
$180K - $202K
|
5K
$206K
|
|
|
Aug 04, 2025
Q2 2025
|
Buck Wealth Strategies, LLC
Denver, CO |
BUY
|
- |
4.64K+ 68.07% |
$167K - $187K
|
11.4K
$470K
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
4.46K+ 2.27% |
$161K - $180K
|
201K
$8.25M
|
|
|
Aug 06, 2025
Q2 2025
|
Founders Financial Securities LLC
|
BUY
|
- |
3.18K+ 8.43% |
$115K - $128K
|
40.9K
$1.68M
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
3.12K+ 4.19% |
$112K - $126K
|
77.6K
$3.19M
|
|
|
Jul 18, 2025
Q2 2025
|
Vicus Capital
State College, PA |
BUY
|
- |
2.76K+ 38.9% |
$99.5K - $111K
|
9.86K
$405K
|
|
|
Aug 13, 2025
Q2 2025
|
Barclays PLC
London, X0 |
BUY
|
- |
2.47K+ 4755.77% |
$89.2K - $99.8K
|
2.53K
$104K
|
|
|
Aug 05, 2025
Q2 2025
|
Integrity Financial Corp
|
BUY
|
- |
2.07K+ 16.44% |
$74.7K - $83.6K
|
14.7K
$603K
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
1.62K+ 22.85% |
$58.4K - $65.4K
|
8.71K
$358K
|
|
|
Aug 13, 2025
Q2 2025
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
1.6K+ 0.69% |
$57.6K - $64.4K
|
232K
$9.52M
|
|
|
Aug 13, 2025
Q2 2025
|
Smart Wealth LLC
Omaha, NE |
BUY
|
- |
1.09K+ 0.7% |
$39.2K - $43.9K
|
157K
$6.47M
|
|
|
Aug 12, 2025
Q2 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1K+ 204.08% |
$36.1K - $40.3K
|
1.49K
$61.2K
|
|
|
Aug 04, 2025
Q2 2025
|
Arbor Capital Management Inc
Anchorage, AK |
BUY
|
- |
570+ 8.82% |
$20.5K - $23K
|
7.04K
$289K
|
|
|
Jul 22, 2025
Q2 2025
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
BUY
|
- |
378+ 4.34% |
$13.6K - $15.2K
|
9.09K
$373K
|
|
|
Jul 18, 2025
Q2 2025
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
207+ 5.52% |
$7.46K - $8.35K
|
3.96K
$163K
|
|
|
Jul 23, 2025
Q2 2025
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
145+ 0.27% |
$5.23K - $5.85K
|
54.6K
$2.25M
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
BUY
|
- |
141+ 0.47% |
$5.08K - $5.69K
|
30.4K
$1.25M
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
126+ 0.49% |
$4.54K - $5.08K
|
25.6K
$1.05M
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
89+ 0.1% |
$3.21K - $3.59K
|
91.3K
$3.75M
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q1 2025 | |||||||
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
52.1K+ 54.3% |
$1.96M - $2.07M
|
148K
$6.08M
|
|
|
May 14, 2025
Q1 2025
|
Jdm Financial Group LLC
Encino, CA |
BUY
|
- |
42.8KNew |
$1.61M - $1.7M
|
42.8K
$1.76M
|
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
27K+ 104.21% |
$1.02M - $1.07M
|
52.9K
$2.17M
|
|
|
May 05, 2025
Q1 2025
|
1 St Source Bank
|
BUY
|
- |
20.5KNew |
$774K - $816K
|
20.5K
$844K
|
|
|
Apr 14, 2025
Q1 2025
|
Tounjian Advisory Partners, LLC
Fort Myers, FL |
BUY
|
- |
20KNew |
$754K - $795K
|
20K
$822K
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
18.4K+ 321.77% |
$694K - $732K
|
24.1K
$992K
|
|
|
May 08, 2025
Q1 2025
|
Grantvest Financial Group LLC
Matawan, NJ |
BUY
|
- |
15.7KNew |
$591K - $624K
|
15.7K
$645K
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
14.6K+ 45.59% |
$552K - $582K
|
46.8K
$1.92M
|
|
|
May 12, 2025
Q1 2025
|
Townsquare Capital LLC
|
BUY
|
- |
10.8K+ 24.8% |
$406K - $428K
|
54.2K
$2.23M
|
|
|
Jul 31, 2025
Q1 2025
|
Brinker Capital Investments, LLC
|
BUY
|
- |
9.24KNew |
$348K - $367K
|
9.24K
$380K
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
9.24KNew |
$348K - $367K
|
9.24K
$380K
|
|
|
May 05, 2025
Q1 2025
|
Wt Wealth Management
|
BUY
|
- |
8.33KNew |
$314K - $331K
|
8.33K
$342K
|
|