Latest Institutional Transactions on First Tr Ex Trd Viii Cboe Vest (DJUN)
This table provides information on the latest institutional transactions involving First Tr Ex Trd Viii Cboe Vest (DJUN) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Oct 31, 2025
Q3 2025
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
5.06KNew |
$228K - $235K
|
5.06K
$235K
|
|
|
Oct 27, 2025
Q3 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-27.3K- 30.91% |
$1.23M - $1.27M
|
61K
$2.83M
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
230+ 2.16% |
$10.4K - $10.7K
|
10.9K
$505K
|
|
|
Oct 23, 2025
Q3 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-23.7K- 58.76% |
$1.07M - $1.1M
|
16.6K
$772K
|
|
|
Oct 23, 2025
Q3 2025
|
Spire Wealth Management
|
SELL
|
- |
-3.89K- 56.36% |
$175K - $181K
|
3.01K
$140K
|
|
|
Oct 23, 2025
Q3 2025
|
Evolution Wealth Management Inc.
Fort Myers, FL |
SELL
|
- |
-2.16K- 13.5% |
$97.3K - $100K
|
13.8K
$643K
|
|
|
Oct 22, 2025
Q3 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-6- 0.51% |
$270 - $279
|
1.17K
$54.4K
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-8.98K- 8.28% |
$405K - $418K
|
99.5K
$4.62M
|
|
|
Oct 20, 2025
Q3 2025
|
Life Wealth Investments, LLC
Winter Garden, FL |
SELL
|
- |
-689- 12.11% |
$31K - $32K
|
5K
$232K
|
|
|
Oct 15, 2025
Q3 2025
|
Santori & Peters, Inc.
|
BUY
|
- |
812+ 2.27% |
$36.6K - $37.8K
|
36.6K
$1.7M
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
BUY
|
- |
40.9K+ 129.73% |
$1.84M - $1.9M
|
72.5K
$3.37M
|
|
|
Oct 15, 2025
Q3 2025
|
Brookstone Capital Management
|
SELL
|
- |
-527- 4.18% |
$23.7K - $24.5K
|
12.1K
$562K
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-4.32K- 43.61% |
$194K - $201K
|
5.58K
$259K
|
|
|
Oct 09, 2025
Q3 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
SELL
|
- |
-4.85K- 42.22% |
$218K - $225K
|
6.63K
$308K
|
|
|
Oct 09, 2025
Q3 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-1.98K- 24.36% |
$89K - $91.8K
|
6.13K
$285K
|
|
|
Oct 07, 2025
Q3 2025
|
Ignite Planners, LLC
|
SELL
|
- |
-225- 0.58% |
$10.1K - $10.5K
|
38.5K
$1.79M
|
|
|
Oct 07, 2025
Q3 2025
|
Sage Capital Advisors,Llc
|
SELL
|
- |
-1.2K- 19.43% |
$54.1K - $55.8K
|
4.98K
$231K
|
|
|
Oct 06, 2025
Q3 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
SELL
|
- |
-4.26K- 12.07% |
$192K - $198K
|
31.1K
$1.44M
|
|
| Q2 2025 | |||||||
|
Sep 10, 2025
Q2 2025
|
Wt Wealth Management
|
BUY
|
- |
4.44KNew |
$174K - $200K
|
4.44K
$206K
|
|
|
Sep 04, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
26.5K+ 51.06% |
$1.04M - $1.19M
|
78.4K
$3.64M
|
|
|
Aug 15, 2025
Q2 2025
|
First Heartland Consultants, Inc.
|
BUY
|
- |
3.19K+ 39.91% |
$125K - $144K
|
11.2K
$520K
|
|
|
Aug 14, 2025
Q2 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-2.6K- 19.96% |
$102K - $117K
|
10.4K
$484K
|
|
|
Aug 14, 2025
Q2 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-8.87K- 48.87% |
$348K - $399K
|
9.28K
$431K
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-9.95K- 75.58% |
$390K - $448K
|
3.21K
$149K
|
|
|
Aug 14, 2025
Q2 2025
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-2.02K- 25.95% |
$79.4K - $91.1K
|
5.78K
$268K
|
|
|
Aug 14, 2025
Q2 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
3.49KNew |
$137K - $157K
|
3.49K
$162K
|
|
|
Aug 14, 2025
Q2 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
830+ 7.39% |
$32.6K - $37.4K
|
12.1K
$560K
|
|
|
Aug 14, 2025
Q2 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
11.9K+ 220.15% |
$468K - $537K
|
17.3K
$805K
|
|
|
Aug 14, 2025
Q2 2025
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
4.52K+ 41.52% |
$177K - $203K
|
15.4K
$715K
|
|
|
Aug 14, 2025
Q2 2025
|
Schwallier Wealth Management LLC
Grand Rapids, MI |
SELL
|
- |
-14.6KClosed |
$575K - $659K
|
0
$0
|
|
|
Aug 14, 2025
Q2 2025
|
Sequent Planning LLC
Omaha, NE |
BUY
|
- |
42+ 0.54% |
$1.65K - $1.89K
|
7.84K
$364K
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
7.59K+ 16.48% |
$298K - $342K
|
53.7K
$2.49M
|
|
|
Aug 14, 2025
Q2 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
30.4K+ 16.24% |
$1.19M - $1.37M
|
218K
$10.1M
|
|
|
Aug 13, 2025
Q2 2025
|
Stone X Group Inc.
|
BUY
|
- |
19.4KNew |
$760K - $872K
|
19.4K
$900K
|
|
|
Aug 13, 2025
Q2 2025
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
5.09KNew |
$199K - $229K
|
5.09K
$236K
|
|
|
Aug 13, 2025
Q2 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
3.63KNew |
$142K - $163K
|
3.63K
$168K
|
|
|
Aug 13, 2025
Q2 2025
|
Grantvest Financial Group LLC
Matawan, NJ |
BUY
|
- |
5.39K+ 46.09% |
$212K - $243K
|
17.1K
$794K
|
|
|
Aug 13, 2025
Q2 2025
|
Barclays PLC
London, X0 |
BUY
|
- |
1.01K+ 29.33% |
$39.6K - $45.5K
|
4.45K
$207K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
28.6K+ 99.44% |
$1.12M - $1.29M
|
57.4K
$2.67M
|
|
|
Aug 12, 2025
Q2 2025
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-128K- 93.51% |
$5.01M - $5.75M
|
8.86K
$412K
|
|
|
Aug 12, 2025
Q2 2025
|
Wood Tarver Financial Group, LLC
Boise, ID |
SELL
|
- |
-743- 1.37% |
$29.1K - $33.4K
|
53.5K
$2.49M
|
|
|
Aug 11, 2025
Q2 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
7.25KNew |
$284K - $326K
|
7.25K
$337K
|
|
|
Aug 11, 2025
Q2 2025
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
SELL
|
- |
-80- 1.05% |
$3.14K - $3.6K
|
7.54K
$350K
|
|
|
Aug 08, 2025
Q2 2025
|
Ogorek Anthony Joseph
|
SELL
|
- |
-4.58K- 42.61% |
$180K - $206K
|
6.17K
$287K
|
|
|
Aug 08, 2025
Q2 2025
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-3.2K- 11.14% |
$126K - $144K
|
25.5K
$1.19M
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-216K- 79.07% |
$8.47M - $9.72M
|
57.2K
$2.66M
|
|
|
Aug 08, 2025
Q2 2025
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
SELL
|
- |
-1.72K- 4.18% |
$67.5K - $77.5K
|
39.5K
$1.83M
|
|
|
Aug 07, 2025
Q2 2025
|
1 St Source Bank
|
BUY
|
- |
83.4KNew |
$3.27M - $3.75M
|
83.4K
$3.87M
|
|
|
Aug 06, 2025
Q2 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-7.57K- 89.5% |
$297K - $341K
|
888
$41.3K
|
|