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 |
|---|---|---|---|---|---|---|---|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
SELL
|
- |
-7.02K- 11.74% |
$291K - $313K
|
52.8K
$2.2M
|
|
|
Apr 30, 2025
Q1 2025
|
Alpha Star Capital Management, LLC
|
SELL
|
- |
-22- 0.11% |
$913 - $980
|
20K
$835K
|
|
|
Apr 29, 2025
Q1 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
2.89K+ 2.94% |
$120K - $129K
|
101K
$4.22M
|
|
|
Apr 29, 2025
Q1 2025
|
Brookstone Capital Management
|
SELL
|
- |
-174- 1.32% |
$7.22K - $7.75K
|
13.1K
$544K
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
BUY
|
- |
52+ 0.3% |
$2.16K - $2.32K
|
17.3K
$724K
|
|
|
Apr 29, 2025
Q1 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-2.51K- 9.25% |
$104K - $112K
|
24.6K
$1.03M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
386K+ 1244.37% |
$16M - $17.2M
|
417K
$17.4M
|
|
|
Apr 29, 2025
Q1 2025
|
Wood Tarver Financial Group, LLC
Boise, ID |
SELL
|
- |
-3.49K- 6.05% |
$145K - $156K
|
54.2K
$2.26M
|
|
|
Apr 28, 2025
Q1 2025
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-1.5K- 10.76% |
$62.3K - $66.9K
|
12.5K
$519K
|
|
|
Apr 28, 2025
Q1 2025
|
Arbor Capital Management Inc
Anchorage, AK |
BUY
|
- |
5.31KNew |
$221K - $237K
|
5.31K
$222K
|
|
|
Apr 28, 2025
Q1 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
7.33KNew |
$304K - $327K
|
7.33K
$306K
|
|
|
Apr 25, 2025
Q1 2025
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-25.6K- 77.04% |
$1.06M - $1.14M
|
7.63K
$318K
|
|
|
Apr 25, 2025
Q1 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
20+ 0.08% |
$830 - $891
|
24.3K
$1.02M
|
|
|
Apr 24, 2025
Q1 2025
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-4.52K- 29.34% |
$188K - $201K
|
10.9K
$454K
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
SELL
|
- |
-4.24K- 24.41% |
$176K - $189K
|
13.1K
$547K
|
|
|
Apr 22, 2025
Q1 2025
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
12.6KNew |
$523K - $561K
|
12.6K
$525K
|
|
|
Apr 22, 2025
Q1 2025
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
SELL
|
- |
-7.95K- 16.19% |
$330K - $354K
|
41.2K
$1.72M
|
|
|
Apr 22, 2025
Q1 2025
|
Buck Wealth Strategies, LLC
Denver, CO |
BUY
|
- |
8.75KNew |
$363K - $390K
|
8.75K
$365K
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
5.02K+ 19.78% |
$208K - $224K
|
30.4K
$1.27M
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-1.66K- 8.64% |
$68.9K - $73.9K
|
17.6K
$732K
|
|
|
Apr 21, 2025
Q1 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-148- 2.11% |
$6.14K - $6.59K
|
6.86K
$286K
|
|
|
Apr 21, 2025
Q1 2025
|
Life Wealth Investments, LLC
Winter Garden, FL |
SELL
|
- |
-2.96K- 33.96% |
$123K - $132K
|
5.76K
$240K
|
|
|
Apr 18, 2025
Q1 2025
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-300- 13.79% |
$12.5K - $13.4K
|
1.88K
$78.2K
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
1.05K+ 10.15% |
$43.7K - $46.9K
|
11.4K
$476K
|
|
|
Apr 16, 2025
Q1 2025
|
Hickory Asset Management, Inc.
Concord, OH |
SELL
|
- |
-500- 0.68% |
$20.8K - $22.3K
|
72.7K
$3.03M
|
|
|
Apr 16, 2025
Q1 2025
|
Seros Financial, LLC
Tempe, AZ |
BUY
|
- |
180KNew |
$7.47M - $8.01M
|
180K
$7.5M
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
10KNew |
$416K - $446K
|
10K
$418K
|
|
|
Apr 10, 2025
Q1 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
SELL
|
- |
-16.7K- 23.61% |
$693K - $743K
|
54K
$2.25M
|
|
|
Apr 10, 2025
Q1 2025
|
Maltin Wealth Management, Inc.
|
SELL
|
- |
-292- 3.25% |
$12.1K - $13K
|
8.7K
$363K
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
323New |
$13.4K - $14.4K
|
323
$13.5K
|
|
|
Apr 04, 2025
Q1 2025
|
Sage Capital Advisors,Llc
|
SELL
|
- |
-14.9K- 66.86% |
$618K - $663K
|
7.38K
$308K
|
|
| Q4 2024 | |||||||
|
Mar 12, 2025
Q4 2024
|
Centaurus Financial, Inc.
|
BUY
|
- |
2.5KNew |
$106K - $110K
|
2.5K
$104K
|
|
|
Feb 27, 2025
Q4 2024
|
Reap Financial Group, LLC
Austin, TX |
SELL
|
- |
-3.53K- 2.69% |
$149K - $155K
|
128K
$5.32M
|
|
|
Feb 25, 2025
Q4 2024
|
Armis Advisers, LLC
Atlanta, GA |
BUY
|
- |
137KNew |
$5.8M - $6.02M
|
137K
$5.72M
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
3.9K+ 33.44% |
$165K - $171K
|
15.6K
$649K
|
|
|
Feb 14, 2025
Q4 2024
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-1.5K- 4.0% |
$63.4K - $65.9K
|
36K
$1.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
28+ 2.72% |
$1.18K - $1.23K
|
1.06K
$44.1K
|
|
|
Feb 14, 2025
Q4 2024
|
Topsail Wealth Management, LLC
Charlotte, NC |
BUY
|
- |
1KNew |
$42.3K - $43.9K
|
1K
$41.7K
|
|
|
Feb 14, 2025
Q4 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
4.72KNew |
$200K - $207K
|
4.72K
$197K
|
|
|
Feb 14, 2025
Q4 2024
|
Schwallier Wealth Management LLC
Grand Rapids, MI |
SELL
|
- |
-2.59K- 16.91% |
$109K - $114K
|
12.7K
$531K
|
|
|
Feb 14, 2025
Q4 2024
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-182- 1.52% |
$7.69K - $8K
|
11.8K
$491K
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-9.52K- 31.94% |
$402K - $418K
|
20.3K
$847K
|
|
|
Feb 13, 2025
Q4 2024
|
Integrity Financial Corp
|
SELL
|
- |
-319- 1.49% |
$13.5K - $14K
|
21.1K
$880K
|
|
|
Feb 13, 2025
Q4 2024
|
Barclays PLC
London, X0 |
SELL
|
- |
-3.73K- 79.97% |
$157K - $164K
|
933
$38.9K
|
|
|
Feb 13, 2025
Q4 2024
|
Townsquare Capital LLC
|
SELL
|
- |
-6- 0.06% |
$254 - $264
|
9.9K
$413K
|
|
|
Feb 13, 2025
Q4 2024
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-63- 0.83% |
$2.66K - $2.77K
|
7.53K
$314K
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
1.33KNew |
$56.1K - $58.3K
|
1.33K
$55.3K
|
|
|
Feb 13, 2025
Q4 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
2.1K+ 6.57% |
$88.9K - $92.4K
|
34.1K
$1.42M
|
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
163+ 1.74% |
$6.89K - $7.16K
|
9.55K
$398K
|
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
230+ 2.09% |
$9.72K - $10.1K
|
11.2K
$468K
|
|