Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
350K+ 279.06% |
$11M - $12.1M
|
476K
$18.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Old Mission Capital LLC
|
BUY
|
- |
26.3KNew |
$829K - $911K
|
26.3K
$1.01M
|
|
|
May 30, 2024
Q4 2023
|
Motiv8 Investments LLC
Port St. Lucie, FL |
BUY
|
- |
12KNew |
$378K - $416K
|
12K
$461K
|
|
|
Feb 14, 2024
Q4 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
10.9K+ 17.51% |
$344K - $378K
|
73.5K
$2.81M
|
|
|
Feb 23, 2024
Q4 2023
|
Beacon Financial Group
|
BUY
|
- |
9.51K+ 7.32% |
$299K - $329K
|
139K
$5.34M
|
|
|
Jan 31, 2024
Q4 2023
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
8.88KNew |
$279K - $307K
|
8.88K
$340K
|
|
|
Feb 07, 2024
Q4 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
8.22KNew |
$259K - $284K
|
8.22K
$315K
|
|
|
Feb 14, 2024
Q4 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
6.6KNew |
$208K - $228K
|
6.6K
$253K
|
|
|
Feb 14, 2024
Q4 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
6.54K+ 105.31% |
$206K - $226K
|
12.8K
$488K
|
|
|
Feb 15, 2024
Q4 2023
|
Townsquare Capital LLC
|
BUY
|
- |
6.16KNew |
$194K - $213K
|
6.16K
$236K
|
|
|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
6KNew |
$189K - $207K
|
6K
$230K
|
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
4.35K+ 1.24% |
$137K - $150K
|
355K
$13.6M
|
|
|
Mar 01, 2024
Q4 2023
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
1.6KNew |
$50.3K - $55.3K
|
1.6K
$61.2K
|
|
|
Feb 14, 2024
Q4 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
1.35K+ 0.82% |
$42.4K - $46.6K
|
166K
$6.35M
|
|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
BUY
|
- |
1.25KNew |
$39.3K - $43.1K
|
1.25K
$47.8K
|
|
|
Jan 23, 2024
Q4 2023
|
Camelot Portfolios, LLC
|
BUY
|
- |
500+ 2.78% |
$15.7K - $17.3K
|
18.5K
$709K
|
|
|
Jan 23, 2024
Q4 2023
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
193+ 0.3% |
$6.07K - $6.67K
|
65.4K
$2.5M
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
135New |
$4.25K - $4.67K
|
135
$5.17K
|
|
|
Feb 14, 2024
Q4 2023
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
BUY
|
- |
112+ 0.28% |
$3.52K - $3.87K
|
40K
$1.53M
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-17- 0.07% |
$535 - $588
|
24.4K
$933K
|
|
|
Jan 25, 2024
Q4 2023
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-115- 2.03% |
$3.62K - $3.98K
|
5.55K
$213K
|
|
|
Feb 07, 2024
Q4 2023
|
Integrity Financial Corp
|
SELL
|
- |
-133- 1.24% |
$4.18K - $4.6K
|
10.6K
$405K
|
|
|
Jan 16, 2024
Q4 2023
|
Mtm Investment Management, LLC
Spartanburg, SC |
SELL
|
- |
-500- 12.2% |
$15.7K - $17.3K
|
3.6K
$138K
|
|
|
Feb 02, 2024
Q4 2023
|
Truist Financial Corp
|
SELL
|
- |
-895- 3.01% |
$28.2K - $30.9K
|
28.9K
$1.11M
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-1K- 10.26% |
$31.5K - $34.6K
|
8.75K
$335K
|
|
|
Jan 09, 2024
Q4 2023
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-1K- 7.37% |
$31.5K - $34.6K
|
12.6K
$481K
|
|
|
Feb 06, 2024
Q4 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-1K- 7.37% |
$31.5K - $34.6K
|
12.6K
$481K
|
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-1.72K- 3.71% |
$54.1K - $59.5K
|
44.7K
$1.71M
|
|
|
Feb 01, 2024
Q4 2023
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-2.38K- 21.53% |
$74.7K - $82.1K
|
8.66K
$332K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-4.1K- 23.67% |
$129K - $142K
|
13.2K
$506K
|
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-4.23K- 6.96% |
$133K - $146K
|
56.6K
$2.17M
|
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-4.81K- 8.96% |
$151K - $166K
|
48.9K
$1.87M
|
|
|
Jan 17, 2024
Q4 2023
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-5K- 14.22% |
$157K - $173K
|
30.2K
$1.16M
|
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-6.02K- 10.77% |
$189K - $208K
|
49.9K
$1.91M
|
|
|
Feb 14, 2024
Q4 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
SELL
|
- |
-7.04K- 75.64% |
$222K - $243K
|
2.27K
$86.9K
|
|
|
Feb 14, 2024
Q4 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-11.5K- 66.62% |
$361K - $397K
|
5.75K
$220K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-30.4K- 43.79% |
$957K - $1.05M
|
39.1K
$1.5M
|
|
|
Jan 25, 2024
Q4 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-32.1K- 46.04% |
$1.01M - $1.11M
|
37.6K
$1.44M
|
|
|
Feb 12, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-33.2K- 99.48% |
$1.04M - $1.15M
|
174
$6.66K
|
|
|
Feb 13, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-38.7K- 15.77% |
$1.22M - $1.34M
|
207K
$7.92M
|
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-60.7K- 48.9% |
$1.91M - $2.1M
|
63.4K
$2.43M
|
|
|
Jan 11, 2024
Q4 2023
|
Brookstone Capital Management
|
SELL
|
- |
-165K- 24.75% |
$5.18M - $5.69M
|
500K
$19.2M
|