Latest Institutional Sells 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 sells. 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 sale has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Feb 13, 2025
Q4 2024
|
Advisory Services Network, LLC
|
SELL
|
- |
-98.5K- 46.18% |
$3.75M - $3.85M
|
115K
$4.5M
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-53.6K- 65.28% |
$2.04M - $2.1M
|
28.5K
$1.12M
|
|
Jan 28, 2025
Q4 2024
|
Smart Wealth LLC
Omaha, NE |
SELL
|
- |
-28.6K- 14.23% |
$1.09M - $1.12M
|
172K
$6.74M
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-19.7K- 99.26% |
$747K - $768K
|
147
$5.76K
|
|
Jan 23, 2025
Q4 2024
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-19.2K- 25.65% |
$730K - $751K
|
55.7K
$2.18M
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
SELL
|
- |
-19K- 4.33% |
$724K - $744K
|
420K
$16.5M
|
|
Feb 05, 2025
Q4 2024
|
Bouchey Financial Group LTD
|
SELL
|
- |
-7.49K- 52.64% |
$285K - $293K
|
6.73K
$264K
|
|
Jan 29, 2025
Q4 2024
|
Beacon Financial Group
|
SELL
|
- |
-7.11K- 7.57% |
$270K - $278K
|
86.9K
$3.4M
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
SELL
|
- |
-6.98K- 5.91% |
$265K - $273K
|
111K
$4.35M
|
|
Feb 14, 2025
Q4 2024
|
Hrt Financial LP
New York, NY |
SELL
|
- |
-6.66K- 46.14% |
$253K - $260K
|
7.77K
$304K
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-4.65K- 4.61% |
$177K - $182K
|
96.2K
$3.77M
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-4.34K- 7.8% |
$165K - $170K
|
51.3K
$2.01M
|
|
Feb 03, 2025
Q4 2024
|
Camelot Portfolios, LLC
|
SELL
|
- |
-4K- 22.99% |
$152K - $156K
|
13.4K
$525K
|
|
Feb 14, 2025
Q4 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-3.3K- 11.31% |
$126K - $129K
|
25.9K
$1.01M
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
SELL
|
- |
-3.26K- 12.24% |
$124K - $127K
|
23.3K
$914K
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-3.17K- 17.01% |
$120K - $124K
|
15.5K
$606K
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-1.8K- 3.82% |
$68.5K - $70.5K
|
45.4K
$1.78M
|
|
Jan 22, 2025
Q4 2024
|
Jim Saulnier & Associates, LLC
Fort Collins, CO |
SELL
|
- |
-1.68K- 16.47% |
$63.7K - $65.5K
|
8.49K
$333K
|
|
Feb 13, 2025
Q4 2024
|
Integrity Financial Corp
|
SELL
|
- |
-1.62K- 10.25% |
$61.6K - $63.3K
|
14.2K
$556K
|
|
Feb 27, 2025
Q4 2024
|
Reap Financial Group, LLC
Austin, TX |
SELL
|
- |
-1.46K- 4.39% |
$55.6K - $57.1K
|
31.8K
$1.25M
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-1.32K- 11.85% |
$50.1K - $51.5K
|
9.8K
$384K
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-1.07K- 0.54% |
$40.5K - $41.7K
|
196K
$7.66M
|
|
Jan 22, 2025
Q4 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-1.06K- 99.91% |
$40.3K - $41.5K
|
1
$39.2
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-998- 1.13% |
$37.9K - $39K
|
87K
$3.41M
|
|
Jan 29, 2025
Q4 2024
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-710- 25.0% |
$27K - $27.7K
|
2.13K
$83.4K
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-700- 10.9% |
$26.6K - $27.4K
|
5.72K
$224K
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
SELL
|
- |
-466- 53.38% |
$17.7K - $18.2K
|
407
$15.9K
|
|
Feb 10, 2025
Q4 2024
|
Arbor Capital Management Inc
Anchorage, AK |
SELL
|
- |
-402- 5.78% |
$15.3K - $15.7K
|
6.55K
$256K
|
|
Jan 21, 2025
Q4 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-350- 56.0% |
$13.3K - $13.7K
|
275
$10.8K
|
|
Feb 06, 2025
Q4 2024
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-283- 5.47% |
$10.8K - $11.1K
|
4.89K
$191K
|
|
Jan 13, 2025
Q4 2024
|
Ignite Planners, LLC
|
SELL
|
- |
-200- 3.17% |
$7.6K - $7.82K
|
6.1K
$239K
|
|
Jan 22, 2025
Q4 2024
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
SELL
|
- |
-184- 2.08% |
$6.99K - $7.19K
|
8.64K
$338K
|
|
Feb 13, 2025
Q4 2024
|
Townsquare Capital LLC
|
SELL
|
- |
-183- 0.42% |
$6.96K - $7.15K
|
43.5K
$1.7M
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-177- 74.68% |
$6.73K - $6.92K
|
60
$2.35K
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-118- 1.11% |
$4.49K - $4.61K
|
10.5K
$413K
|
|
Jan 24, 2025
Q4 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
SELL
|
- |
-116- 1.41% |
$4.41K - $4.53K
|
8.14K
$319K
|
|
Feb 13, 2025
Q4 2024
|
Per Stirling Capital Management, Llc.
Austin, TX |
SELL
|
- |
-59- 1.01% |
$2.24K - $2.31K
|
5.77K
$226K
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
SELL
|
- |
-2- 0.01% |
$76 - $78.2
|
16.9K
$660K
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-1- 0.02% |
$38 - $39.1
|
4.78K
$187K
|
|
Q3 2024 | |||||||
Nov 05, 2024
Q3 2024
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-742- 6.74% |
$27K - $28.3K
|
10.3K
$402K
|
|
Nov 12, 2024
Q3 2024
|
Centaurus Financial, Inc.
|
SELL
|
- |
-500- 9.59% |
$18.2K - $19.1K
|
4.71K
$185K
|
|
Oct 23, 2024
Q3 2024
|
Santori & Peters, Inc.
|
SELL
|
- |
-157- 1.14% |
$5.71K - $5.99K
|
13.6K
$531K
|
|
Nov 12, 2024
Q3 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-150- 14.78% |
$5.45K - $5.73K
|
865
$33.9K
|
|
Oct 25, 2024
Q3 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-81- 0.25% |
$2.94K - $3.09K
|
32.5K
$1.27M
|
|
Q2 2024 | |||||||
Jul 12, 2024
Q2 2024
|
Spectrum Asset Management, Inc.
|
SELL
|
- |
-186K- 50.4% |
$6.53M - $6.9M
|
183K
$7.16M
|
|
Aug 12, 2024
Q2 2024
|
Sequent Planning LLC
Omaha, NE |
SELL
|
- |
-98.6K- 94.11% |
$3.47M - $3.66M
|
6.18K
$242K
|
|
Aug 19, 2024
Q2 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-21.1K- 79.46% |
$742K - $783K
|
5.45K
$213K
|
|
Jul 29, 2024
Q2 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-7.05K- 10.63% |
$248K - $262K
|
59.3K
$2.32M
|
|
Jul 12, 2024
Q2 2024
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-6.75K- 22.37% |
$237K - $251K
|
23.4K
$917K
|
|
Jul 29, 2024
Q2 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-6.6K- 29.39% |
$232K - $245K
|
15.9K
$621K
|