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 |
|---|---|---|---|---|---|---|---|
|
Jan 28, 2025
Q4 2024
|
Smart Wealth LLC
Omaha, NE |
SELL
|
- |
-28.6K- 14.23% |
$1.09M - $1.12M
|
172K
$6.78M
|
|
|
Jan 23, 2025
Q4 2024
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-19.2K- 25.65% |
$730K - $751K
|
55.7K
$2.2M
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
SELL
|
- |
-19K- 4.33% |
$724K - $744K
|
420K
$16.6M
|
|
|
Jan 29, 2025
Q4 2024
|
Beacon Financial Group
|
SELL
|
- |
-7.11K- 7.57% |
$270K - $278K
|
86.9K
$3.42M
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
SELL
|
- |
-3.26K- 12.24% |
$124K - $127K
|
23.3K
$920K
|
|
|
Jan 22, 2025
Q4 2024
|
Jim Saulnier & Associates, LLC
Fort Collins, CO |
SELL
|
- |
-1.68K- 16.47% |
$63.7K - $65.5K
|
8.49K
$335K
|
|
|
Jan 22, 2025
Q4 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-1.06K- 99.91% |
$40.3K - $41.5K
|
1
$39.4
|
|
|
Jan 29, 2025
Q4 2024
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-710- 25.0% |
$27K - $27.7K
|
2.13K
$84K
|
|
|
Jan 21, 2025
Q4 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-350- 56.0% |
$13.3K - $13.7K
|
275
$10.8K
|
|
|
Jan 13, 2025
Q4 2024
|
Ignite Planners, LLC
|
SELL
|
- |
-200- 3.17% |
$7.6K - $7.82K
|
6.1K
$241K
|
|
|
Jan 22, 2025
Q4 2024
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
SELL
|
- |
-184- 2.08% |
$6.99K - $7.19K
|
8.64K
$341K
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-118- 1.11% |
$4.49K - $4.61K
|
10.5K
$416K
|
|
|
Jan 24, 2025
Q4 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
SELL
|
- |
-116- 1.41% |
$4.41K - $4.53K
|
8.14K
$321K
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
SELL
|
- |
-2- 0.01% |
$76 - $78.2
|
16.9K
$665K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-1- 0.02% |
$38 - $39.1
|
4.78K
$188K
|
|
| Q3 2024 | |||||||
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-159K- 44.63% |
$5.76M - $6.05M
|
197K
$7.75M
|
|
|
Nov 14, 2024
Q3 2024
|
Old Mission Capital LLC
|
SELL
|
- |
-13.5K- 48.38% |
$492K - $517K
|
14.4K
$570K
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-9.95K- 17.43% |
$362K - $380K
|
47.2K
$1.86M
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-9.85K- 10.7% |
$358K - $376K
|
82.2K
$3.24M
|
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-6.83K- 21.36% |
$248K - $261K
|
25.2K
$992K
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-6.47K- 9.66% |
$235K - $247K
|
60.5K
$2.38M
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-5.21K- 31.93% |
$190K - $199K
|
11.1K
$438K
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-5.1K- 5.15% |
$185K - $195K
|
93.8K
$3.7M
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-4.07K- 2.06% |
$148K - $155K
|
194K
$7.64M
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-2.94K- 2.83% |
$107K - $112K
|
101K
$3.98M
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-2.09K- 3.62% |
$75.9K - $79.7K
|
55.6K
$2.19M
|
|
|
Nov 14, 2024
Q3 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-1.79K- 8.76% |
$65K - $68.2K
|
18.6K
$735K
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
SELL
|
- |
-1.7K- 1.42% |
$61.7K - $64.8K
|
118K
$4.65M
|
|
|
Nov 05, 2024
Q3 2024
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-742- 6.74% |
$27K - $28.3K
|
10.3K
$405K
|
|
|
Oct 24, 2024
Q3 2024
|
Bouchey Financial Group LTD
|
SELL
|
- |
-714- 4.78% |
$26K - $27.3K
|
14.2K
$561K
|
|
|
Nov 13, 2024
Q3 2024
|
Townsquare Capital LLC
|
SELL
|
- |
-550- 1.24% |
$20K - $21K
|
43.6K
$1.72M
|
|
|
Nov 12, 2024
Q3 2024
|
Camelot Portfolios, LLC
|
SELL
|
- |
-500- 2.79% |
$18.2K - $19.1K
|
17.4K
$686K
|
|
|
Nov 12, 2024
Q3 2024
|
Centaurus Financial, Inc.
|
SELL
|
- |
-500- 9.59% |
$18.2K - $19.1K
|
4.71K
$186K
|
|
|
Oct 28, 2024
Q3 2024
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-383- 6.9% |
$13.9K - $14.6K
|
5.17K
$204K
|
|
|
Oct 23, 2024
Q3 2024
|
Santori & Peters, Inc.
|
SELL
|
- |
-157- 1.14% |
$5.71K - $5.99K
|
13.6K
$535K
|
|
|
Nov 12, 2024
Q3 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-150- 14.78% |
$5.45K - $5.73K
|
865
$34.1K
|
|
|
Oct 25, 2024
Q3 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-81- 0.25% |
$2.94K - $3.09K
|
32.5K
$1.28M
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
SELL
|
- |
-76- 8.01% |
$2.76K - $2.9K
|
873
$34.4K
|
|
|
Nov 04, 2024
Q3 2024
|
Arbor Capital Management Inc
Anchorage, AK |
SELL
|
- |
-60- 0.86% |
$2.18K - $2.29K
|
6.95K
$274K
|
|
| Q2 2024 | |||||||
|
Jul 12, 2024
Q2 2024
|
Spectrum Asset Management, Inc.
|
SELL
|
- |
-186K- 50.4% |
$6.53M - $6.9M
|
183K
$7.21M
|
|
|
Aug 12, 2024
Q2 2024
|
Sequent Planning LLC
Omaha, NE |
SELL
|
- |
-98.6K- 94.11% |
$3.47M - $3.66M
|
6.18K
$244K
|
|
|
Aug 19, 2024
Q2 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-21.1K- 79.46% |
$742K - $783K
|
5.45K
$215K
|
|
|
Jul 29, 2024
Q2 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-7.05K- 10.63% |
$248K - $262K
|
59.3K
$2.34M
|
|
|
Jul 12, 2024
Q2 2024
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-6.75K- 22.37% |
$237K - $251K
|
23.4K
$923K
|
|
|
Jul 29, 2024
Q2 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-6.6K- 29.39% |
$232K - $245K
|
15.9K
$625K
|
|
|
Jul 19, 2024
Q2 2024
|
Mayfair Advisory Group, LLC
Birmingham, AL |
SELL
|
- |
-4.74K- 38.76% |
$167K - $176K
|
7.5K
$295K
|
|
|
Aug 13, 2024
Q2 2024
|
Advisory Services Network, LLC
|
SELL
|
- |
-1.18K- 0.55% |
$41.4K - $43.7K
|
213K
$8.41M
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-143- 2.11% |
$5.03K - $5.31K
|
6.64K
$262K
|
|
|
Jul 31, 2024
Q2 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-135- 18.37% |
$4.75K - $5.02K
|
600
$23.7K
|
|
|
Aug 08, 2024
Q2 2024
|
Ogorek Anthony Joseph
|
SELL
|
- |
-61- 0.53% |
$2.15K - $2.27K
|
11.5K
$453K
|
|