Purchases and Sales Made in Q3 2023 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 Q3 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2023
Q3 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
33.3KNew |
$1.08M - $1.11M
|
33.3K
$1.28M
|
|
|
Nov 13, 2023
Q3 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
24.5K+ 24.57% |
$791K - $813K
|
124K
$4.75M
|
|
|
Nov 09, 2023
Q3 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
17.4K+ 38.42% |
$560K - $576K
|
62.5K
$2.39M
|
|
|
Oct 11, 2023
Q3 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
15.3K+ 13.87% |
$494K - $508K
|
125K
$4.81M
|
|
|
Nov 14, 2023
Q3 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
13.6KNew |
$438K - $451K
|
13.6K
$520K
|
|
|
Oct 17, 2023
Q3 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
9.31KNew |
$301K - $309K
|
9.31K
$357K
|
|
|
Nov 13, 2023
Q3 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
6.95K+ 67.55% |
$224K - $231K
|
17.2K
$660K
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
4K+ 6.1% |
$129K - $133K
|
69.5K
$2.66M
|
|
|
Oct 23, 2023
Q3 2023
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
3.32K+ 5.37% |
$107K - $110K
|
65.2K
$2.5M
|
|
|
Oct 10, 2023
Q3 2023
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
3.18KNew |
$103K - $106K
|
3.18K
$122K
|
|
|
Nov 02, 2023
Q3 2023
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
2.38K+ 27.43% |
$76.7K - $78.9K
|
11K
$423K
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
883+ 13.44% |
$28.5K - $29.3K
|
7.45K
$285K
|
|
|
Nov 14, 2023
Q3 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
647+ 2.73% |
$20.9K - $21.5K
|
24.4K
$933K
|
|
|
Oct 17, 2023
Q3 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
521+ 0.66% |
$16.8K - $17.3K
|
80.1K
$3.07M
|
|
|
Nov 03, 2023
Q3 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
208New |
$6.72K - $6.91K
|
208
$7.97K
|
|
|
Oct 12, 2023
Q3 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
55+ 0.02% |
$1.78K - $1.83K
|
351K
$13.4M
|
|
|
Nov 08, 2023
Q3 2023
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
28New |
$904 - $930
|
28
$1.07K
|
|
|
Nov 06, 2023
Q3 2023
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
16New |
$517 - $532
|
16
$613
|
|
|
Oct 30, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 09, 2023
Q3 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-10- 62.5% |
$323 - $332
|
6
$230
|
|
|
Nov 02, 2023
Q3 2023
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-40- 0.14% |
$1.29K - $1.33K
|
29.1K
$1.12M
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-326- 3.24% |
$10.5K - $10.8K
|
9.75K
$373K
|
|
|
Oct 12, 2023
Q3 2023
|
Sage Capital Advisors,Llc
|
SELL
|
- |
-377- 1.88% |
$12.2K - $12.5K
|
19.7K
$754K
|
|
|
Nov 15, 2023
Q3 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-389- 0.83% |
$12.6K - $12.9K
|
46.4K
$1.78M
|
|
|
Dec 01, 2023
Q3 2023
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-415- 1.54% |
$13.4K - $13.8K
|
26.5K
$1.02M
|
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-638- 0.26% |
$20.6K - $21.2K
|
246K
$9.41M
|
|
|
Nov 14, 2023
Q3 2023
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
SELL
|
- |
-693- 1.71% |
$22.4K - $23K
|
39.9K
$1.53M
|
|
|
Nov 14, 2023
Q3 2023
|
Truist Financial Corp
|
SELL
|
- |
-1.12K- 3.61% |
$36K - $37.1K
|
29.8K
$1.14M
|
|
|
Nov 13, 2023
Q3 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-1.38K- 2.4% |
$44.4K - $45.7K
|
55.9K
$2.14M
|
|
|
Oct 20, 2023
Q3 2023
|
Camelot Portfolios, LLC
|
SELL
|
- |
-1.5K- 7.69% |
$48.4K - $49.8K
|
18K
$689K
|
|
|
Nov 14, 2023
Q3 2023
|
Fsb Premier Wealth Management, Inc.
|
SELL
|
- |
-1.63K- 18.35% |
$52.5K - $54K
|
7.23K
$277K
|
|
|
Oct 05, 2023
Q3 2023
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-1.65K- 4.48% |
$53.2K - $54.7K
|
35.2K
$1.35M
|
|
|
Nov 14, 2023
Q3 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-1.79K- 1.08% |
$57.8K - $59.5K
|
164K
$6.3M
|
|
|
Oct 23, 2023
Q3 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-2.37K- 4.23% |
$76.5K - $78.7K
|
53.7K
$2.06M
|
|
|
Nov 13, 2023
Q3 2023
|
Integrity Financial Corp
|
SELL
|
- |
-2.57K- 19.32% |
$82.9K - $85.2K
|
10.7K
$411K
|
|
|
Nov 14, 2023
Q3 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-2.88K- 29.97% |
$93.1K - $95.8K
|
6.74K
$258K
|
|
|
Nov 07, 2023
Q3 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-3.25K- 19.35% |
$105K - $108K
|
13.5K
$519K
|
|
|
Oct 24, 2023
Q3 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-3.48K- 5.41% |
$112K - $115K
|
60.8K
$2.33M
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-4.31K- 19.91% |
$139K - $143K
|
17.3K
$663K
|
|
|
Nov 13, 2023
Q3 2023
|
Centaurus Financial, Inc.
|
SELL
|
- |
-4.77K- 39.79% |
$154K - $158K
|
7.21K
$276K
|
|
|
Oct 18, 2023
Q3 2023
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-7.22K- 34.73% |
$233K - $240K
|
13.6K
$520K
|
|
|
Oct 18, 2023
Q3 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-7.5K- 9.72% |
$242K - $249K
|
69.7K
$2.67M
|
|
|
Nov 14, 2023
Q3 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-10.2K- 62.04% |
$328K - $337K
|
6.21K
$238K
|
|
|
Oct 16, 2023
Q3 2023
|
Beacon Financial Group
|
SELL
|
- |
-56.5K- 30.34% |
$1.83M - $1.88M
|
130K
$4.97M
|
|
|
Oct 20, 2023
Q3 2023
|
Brookstone Capital Management
|
SELL
|
- |
-112K- 14.43% |
$3.62M - $3.72M
|
665K
$25.5M
|