Purchases and Sales Made in Q1 2024 in First Exc Trd Viii Cboe Vest U (DJAN)
This table provides information about the institutional ownership of First Exc Trd Viii Cboe Vest U (DJAN) during Q1 2024. The information is specifically focused on institutions that hold shares of FIRST EXC-TRD VIII CBOE VEST U.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 23, 2024
Q1 2024
|
Spectrum Asset Management, Inc.
|
BUY
|
- |
368KNew |
$12.7M - $13.3M
|
368K
$14.1M
|
|
|
Aug 13, 2024
Q1 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
273K+ 4083.99% |
$9.42M - $9.84M
|
280K
$10.7M
|
|
|
May 06, 2024
Q1 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
190K+ 781.23% |
$6.56M - $6.86M
|
215K
$8.24M
|
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
156K+ 75.39% |
$5.38M - $5.62M
|
363K
$13.9M
|
|
|
May 10, 2024
Q1 2024
|
Truist Financial Corp
|
BUY
|
- |
140K+ 485.92% |
$4.84M - $5.06M
|
169K
$6.49M
|
|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
BUY
|
- |
123K+ 2462660.0% |
$4.25M - $4.44M
|
123K
$4.73M
|
|
|
May 14, 2024
Q1 2024
|
Sequent Planning LLC
Omaha, NE |
BUY
|
- |
105KNew |
$3.62M - $3.78M
|
105K
$4.03M
|
|
|
May 01, 2024
Q1 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
101K+ 1234.65% |
$3.5M - $3.66M
|
110K
$4.21M
|
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
77.4K+ 136.92% |
$2.67M - $2.79M
|
134K
$5.15M
|
|
|
May 10, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
69.2K+ 39758.62% |
$2.39M - $2.49M
|
69.4K
$2.66M
|
|
|
Apr 23, 2024
Q1 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
66.3KNew |
$2.29M - $2.39M
|
66.3K
$2.55M
|
|
|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
60.2K+ 188.13% |
$2.08M - $2.17M
|
92.2K
$3.54M
|
|
|
Jul 22, 2024
Q1 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
54.5K+ 121.96% |
$1.88M - $1.96M
|
99.1K
$3.81M
|
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
41.5K+ 84.96% |
$1.43M - $1.5M
|
90.4K
$3.47M
|
|
|
May 15, 2024
Q1 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
41.5K+ 56.47% |
$1.43M - $1.5M
|
115K
$4.41M
|
|
|
May 15, 2024
Q1 2024
|
Townsquare Capital LLC
|
BUY
|
- |
40.3K+ 654.33% |
$1.39M - $1.45M
|
46.5K
$1.78M
|
|
|
May 14, 2024
Q1 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
35.4K+ 21.34% |
$1.22M - $1.27M
|
201K
$7.72M
|
|
|
Apr 26, 2024
Q1 2024
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
31.2K+ 47.67% |
$1.08M - $1.12M
|
96.5K
$3.71M
|
|
|
May 14, 2024
Q1 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
29.4KNew |
$1.02M - $1.06M
|
29.4K
$1.13M
|
|
|
May 16, 2024
Q1 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
26.5KNew |
$916K - $956K
|
26.5K
$1.02M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
26.3KNew |
$907K - $947K
|
26.3K
$1.01M
|
|
|
Jul 31, 2024
Q1 2024
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
BUY
|
- |
23.1KNew |
$796K - $831K
|
23.1K
$886K
|
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
21.1K+ 33.26% |
$728K - $761K
|
84.5K
$3.25M
|
|
|
May 15, 2024
Q1 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
21K+ 318.8% |
$726K - $759K
|
27.6K
$1.06M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
20.7K+ 156.71% |
$715K - $747K
|
33.9K
$1.3M
|
|
|
May 14, 2024
Q1 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
16.7K+ 290.22% |
$576K - $602K
|
22.5K
$862K
|
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
16.3K+ 32.78% |
$564K - $589K
|
66.2K
$2.54M
|
|
|
Apr 24, 2024
Q1 2024
|
Spire Wealth Management
|
BUY
|
- |
16.3K+ 3112.38% |
$564K - $589K
|
16.9K
$648K
|
|
|
Apr 23, 2024
Q1 2024
|
Bouchey Financial Group LTD
|
BUY
|
- |
15KNew |
$517K - $540K
|
15K
$575K
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
13.2K+ 150.7% |
$455K - $475K
|
21.9K
$842K
|
|
|
Apr 17, 2024
Q1 2024
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
12.2KNew |
$422K - $441K
|
12.2K
$470K
|
|
|
May 03, 2024
Q1 2024
|
Ogorek Anthony Joseph
|
BUY
|
- |
11.6KNew |
$399K - $417K
|
11.6K
$444K
|
|
|
May 07, 2024
Q1 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
9.8K+ 76.87% |
$338K - $353K
|
22.6K
$866K
|
|
|
May 15, 2024
Q1 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
8.45KNew |
$291K - $304K
|
8.45K
$324K
|
|
|
May 02, 2024
Q1 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
8.02KNew |
$277K - $289K
|
8.02K
$308K
|
|
|
Apr 22, 2024
Q1 2024
|
Rovin Capital
|
BUY
|
- |
7.2KNew |
$248K - $259K
|
7.2K
$276K
|
|
|
May 13, 2024
Q1 2024
|
Arbor Capital Management Inc
Anchorage, AK |
BUY
|
- |
7.07KNew |
$244K - $255K
|
7.07K
$271K
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
6.78KNew |
$234K - $245K
|
6.78K
$261K
|
|
|
Apr 12, 2024
Q1 2024
|
Ignite Planners, LLC
|
BUY
|
- |
6.3KNew |
$217K - $227K
|
6.3K
$242K
|
|
|
May 13, 2024
Q1 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
6.23KNew |
$215K - $225K
|
6.23K
$239K
|
|
|
May 14, 2024
Q1 2024
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
5.7KNew |
$197K - $206K
|
5.7K
$219K
|
|
|
Apr 15, 2024
Q1 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
4.13K+ 611.56% |
$142K - $149K
|
4.8K
$184K
|
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
3.6KNew |
$124K - $130K
|
3.6K
$138K
|
|
|
May 02, 2024
Q1 2024
|
Integrity Financial Corp
|
BUY
|
- |
3.12K+ 29.47% |
$108K - $112K
|
13.7K
$526K
|
|
|
May 08, 2024
Q1 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
3.03K+ 22.36% |
$104K - $109K
|
16.6K
$636K
|
|
|
Apr 16, 2024
Q1 2024
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
BUY
|
- |
3KNew |
$104K - $108K
|
3K
$115K
|
|
|
May 15, 2024
Q1 2024
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
BUY
|
- |
1.97K+ 4.92% |
$68K - $71.1K
|
42K
$1.61M
|
|
|
Apr 18, 2024
Q1 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
1.48KNew |
$50.9K - $53.2K
|
1.48K
$56.6K
|
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
BUY
|
- |
1.47K+ 117.55% |
$50.6K - $52.9K
|
2.72K
$104K
|
|
|
Apr 05, 2024
Q1 2024
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
1.06KNew |
$36.6K - $38.3K
|
1.06K
$40.8K
|