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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
1.55KNew |
$46.3K - $47.8K
|
1.55K
$62.6K
|
|
|
Jan 27, 2023
Q4 2022
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
14+ 0.04% |
$418 - $432
|
35.2K
$1.42M
|
|
|
Feb 07, 2023
Q4 2022
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
11New |
$328 - $339
|
11
$444
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
18.4KNew |
$549K - $590K
|
18.4K
$744K
|
|
|
May 14, 2024
Q3 2022
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
15.6KNew |
$466K - $500K
|
15.6K
$630K
|
|
|
Oct 20, 2022
Q3 2022
|
First Heartland Consultants, Inc.
|
BUY
|
- |
6.85KNew |
$204K - $219K
|
6.85K
$277K
|
|
|
Nov 01, 2022
Q3 2022
|
Strategic Asset Management, LLC
|
BUY
|
- |
1.53K+ 45.17% |
$45.6K - $49K
|
4.91K
$198K
|
|
| Q2 2022 | |||||||
|
Jul 13, 2022
Q2 2022
|
Acg Wealth
|
BUY
|
- |
300New |
$8.93K - $9.81K
|
300
$12.1K
|
|
|
Jul 29, 2022
Q2 2022
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
83New |
$2.47K - $2.71K
|
83
$3.35K
|
|
| Q1 2022 | |||||||
|
Apr 29, 2022
Q1 2022
|
Pinnacle Private Wealth, LLC
|
BUY
|
- |
15.4KNew |
$486K - $507K
|
15.4K
$622K
|
|
| Q2 2021 | |||||||
|
Aug 16, 2021
Q2 2021
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
309KNew |
$9.55M - $9.77M
|
309K
$12.5M
|
|
| Q1 2021 | |||||||
|
Mar 22, 2023
Q1 2021
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
5.79K+ 40.71% |
$173K - $178K
|
20K
$808K
|
|