Purchases and Sales Made in Q1 2025 in First Exc Trd Viii Cboe Vest U (DJAN)

DJAN Quotes by TradingView

This table provides information about the institutional ownership of First Exc Trd Viii Cboe Vest U (DJAN) during Q1 2025. 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 24, 2025 Q1 2025
Jaffetilchin Investment Partners, LLC

Tampa, FL
BUY
 -
722K
New
$27.2M - $28.7M
722K $28.3M
May 12, 2025 Q1 2025
Advisor Group Holdings, Inc.

Phoenix, AZ
BUY
 -
312K
+ 687.36%
$11.8M - $12.4M
357K $14M
Apr 10, 2025 Q1 2025
Signal Advisors Wealth, LLC

Detroit, MI
BUY
 -
255K
New
$9.63M - $10.2M
255K $10M
May 14, 2025 Q1 2025
Per Stirling Capital Management, Llc.

Austin, TX
BUY
 -
224K
+ 3889.82%
$8.45M - $8.92M
230K $9.02M
Apr 17, 2025 Q1 2025
Precedent Wealth Partners, LLC

Houston, TX
BUY
 -
197K
New
$7.43M - $7.83M
197K $7.72M
May 01, 2025 Q1 2025
Cwm, LLC

BUY
 -
195K
+ 175.2%
$7.34M - $7.74M
306K $12M
Apr 29, 2025 Q1 2025
Wood Tarver Financial Group, LLC

Boise, ID
BUY
 -
121K
+ 456.1%
$4.56M - $4.81M
147K $5.78M
May 15, 2025 Q1 2025
Foguth Wealth Management, Llc.

Brighton, MI
BUY
 -
76.9K
+ 42.63%
$2.9M - $3.06M
257K $10.1M
Apr 10, 2025 Q1 2025
Act Advisors, Llc.

BUY
 -
66.7K
New
$2.51M - $2.65M
66.7K $2.61M
Apr 23, 2025 Q1 2025
Spire Wealth Management

BUY
 -
55.6K
+ 329.91%
$2.1M - $2.21M
72.5K $2.84M
May 08, 2025 Q1 2025
Mgo One Seven LLC

Beachwood, OH
BUY
 -
47.9K
New
$1.81M - $1.91M
47.9K $1.88M
May 14, 2025 Q1 2025
Jdm Financial Group LLC

Encino, CA
BUY
 -
42.8K
New
$1.61M - $1.7M
42.8K $1.68M
May 13, 2025 Q1 2025
Horizon Investments, LLC

Charlotte, NC
BUY
 -
34.6K
New
$1.3M - $1.38M
34.6K $1.36M
May 09, 2025 Q1 2025
Commonwealth Equity Services, LLC

BUY
 -
28.9K
+ 33.19%
$1.09M - $1.15M
116K $4.54M
May 14, 2025 Q1 2025
Jane Street Group, LLC

New York, NY
BUY
 -
27K
+ 104.21%
$1.02M - $1.07M
52.9K $2.07M
May 12, 2025 Q1 2025
Founders Financial Securities LLC

BUY
 -
21.6K
+ 133.95%
$814K - $859K
37.7K $1.48M
May 05, 2025 Q1 2025
1 St Source Bank

BUY
 -
20.5K
New
$774K - $816K
20.5K $805K
Apr 14, 2025 Q1 2025
Tounjian Advisory Partners, LLC

Fort Myers, FL
BUY
 -
20K
New
$754K - $795K
20K $784K
May 14, 2025 Q1 2025
Reap Financial Group, LLC

Austin, TX
BUY
 -
18.5K
+ 58.15%
$697K - $735K
50.3K $1.97M
May 15, 2025 Q1 2025
Mariner, LLC

Overland Park, KS
BUY
 -
18.4K
+ 321.77%
$694K - $732K
24.1K $945K
May 15, 2025 Q1 2025
Nova Wealth Management, Inc.

Bonita Springs, FL
BUY
 -
15.9K
New
$601K - $634K
15.9K $625K
May 08, 2025 Q1 2025
Grantvest Financial Group LLC

Matawan, NJ
BUY
 -
15.7K
New
$591K - $624K
15.7K $615K
Apr 21, 2025 Q1 2025
Life Wealth Investments, LLC

Winter Garden, FL
BUY
 -
15.5K
New
$582K - $614K
15.5K $605K
May 13, 2025 Q1 2025
Raymond James Financial Inc

St. Petersburg, FL
BUY
 -
14.6K
+ 45.59%
$552K - $582K
46.8K $1.83M
May 06, 2025 Q1 2025
Cetera Investment Advisers

Schaumburg, IL
BUY
 -
12.1K
+ 23.52%
$455K - $479K
63.3K $2.48M
Apr 17, 2025 Q1 2025
Janney Montgomery Scott LLC

BUY
 -
12.1K
+ 114.31%
$454K - $479K
22.6K $885K
May 15, 2025 Q1 2025
Stone X Group Inc.

BUY
 -
11.6K
New
$438K - $462K
11.6K $456K
May 12, 2025 Q1 2025
High Tower Advisors, LLC

Chicago, IL
BUY
 -
11.2K
New
$422K - $445K
11.2K $439K
May 12, 2025 Q1 2025
Townsquare Capital LLC

BUY
 -
10.8K
+ 24.8%
$406K - $428K
54.2K $2.13M
Apr 14, 2025 Q1 2025
Farther Finance Advisors, LLC

San Francisco, CA
BUY
 -
10K
+ 27900.0%
$379K - $399K
10.1K $395K
May 08, 2025 Q1 2025
Arkadios Wealth Advisors

BUY
 -
9.92K
New
$374K - $395K
9.92K $389K
May 15, 2025 Q1 2025
Orion Portfolio Solutions, LLC

BUY
 -
9.24K
New
$348K - $367K
9.24K $362K
May 15, 2025 Q1 2025
Comprehensive Financial Consultants Institutional, Inc.

Bloomington, IN
BUY
 -
8.71K
New
$328K - $346K
8.71K $341K
May 14, 2025 Q1 2025
Cascade Investment Group, Inc.

Colorado Springs, CO
BUY
 -
8.7K
New
$328K - $346K
8.7K $341K
May 05, 2025 Q1 2025
Wt Wealth Management

BUY
 -
8.33K
New
$314K - $331K
8.33K $327K
May 09, 2025 Q1 2025
Atria Wealth Solutions, Inc.

New York, NY
BUY
 -
8.28K
New
$312K - $329K
8.28K $325K
May 15, 2025 Q1 2025
New Edge Advisors, LLC

New Orleans, LA
BUY
 -
7.8K
New
$294K - $310K
7.8K $306K
Apr 17, 2025 Q1 2025
Vicus Capital

State College, PA
BUY
 -
7.1K
New
$267K - $282K
7.1K $278K
Apr 29, 2025 Q1 2025
Truist Financial Corp

BUY
 -
6.94K
+ 29.73%
$262K - $276K
30.3K $1.19M
Apr 22, 2025 Q1 2025
Buck Wealth Strategies, LLC

Denver, CO
BUY
 -
6.81K
New
$257K - $271K
6.81K $267K
Apr 22, 2025 Q1 2025
Tanglewood Legacy Advisors, LLC

Houston, TX
BUY
 -
6.79K
+ 226.37%
$256K - $270K
9.79K $384K
Apr 21, 2025 Q1 2025
Cottage Street Advisors LLC

BUY
 -
6.77K
New
$255K - $269K
6.77K $265K
May 14, 2025 Q1 2025
Mml Investors Services, LLC

Springfield, MA
BUY
 -
6.6K
+ 3.37%
$249K - $263K
203K $7.94M
May 12, 2025 Q1 2025
Jpmorgan Chase & CO

New York, NY
BUY
 -
6.24K
+ 4246.94%
$235K - $248K
6.39K $250K
May 15, 2025 Q1 2025
Fischer Investment Strategies, LLC

Westlake Village, CA
BUY
 -
5.82K
New
$219K - $231K
5.82K $228K
May 12, 2025 Q1 2025
National Bank Of Canada

BUY
 -
5.75K
New
$217K - $229K
5.75K $225K
Apr 21, 2025 Q1 2025
Castleview Partners, LLC

Dallas, TX
BUY
 -
5.42K
New
$204K - $215K
5.42K $212K
May 05, 2025 Q1 2025
Ignite Planners, LLC

BUY
 -
4.08K
+ 66.81%
$154K - $162K
10.2K $399K
Apr 14, 2025 Q1 2025
Soa Wealth Advisors, Llc.

BUY
 -
3.57K
+ 1995.53%
$135K - $142K
3.75K $147K

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