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 |
|---|---|---|---|---|---|---|---|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-4.26K- 29.11% |
$180K - $187K
|
10.4K
$454K
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-390- 2.72% |
$16.5K - $17.1K
|
14K
$611K
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
169+ 2.47% |
$7.14K - $7.42K
|
7.01K
$307K
|
|
|
Jan 16, 2025
Q4 2024
|
Maltin Wealth Management, Inc.
|
SELL
|
- |
-456- 4.83% |
$19.3K - $20K
|
8.99K
$394K
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-3.42K- 12.31% |
$144K - $150K
|
24.3K
$1.07M
|
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
38KNew |
$1.61M - $1.67M
|
38K
$1.66M
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
SELL
|
- |
-24- 0.18% |
$1.01K - $1.05K
|
13.2K
$579K
|
|
|
Jan 13, 2025
Q4 2024
|
Ignite Planners, LLC
|
SELL
|
- |
-2.47K- 7.83% |
$104K - $108K
|
29.1K
$1.27M
|
|
|
Jan 13, 2025
Q4 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
SELL
|
- |
-1.89K- 2.6% |
$79.8K - $83K
|
70.7K
$3.09M
|
|
| Q3 2024 | |||||||
|
Nov 18, 2024
Q3 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
1.21K+ 8.26% |
$48.2K - $51.5K
|
15.8K
$694K
|
|
|
Nov 15, 2024
Q3 2024
|
Barclays PLC
London, X0 |
BUY
|
- |
4.66KNew |
$186K - $198K
|
4.66K
$204K
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-592- 5.94% |
$23.6K - $25.2K
|
9.38K
$411K
|
|
|
Nov 15, 2024
Q3 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
4.79KNew |
$191K - $204K
|
4.79K
$210K
|
|
|
Nov 14, 2024
Q3 2024
|
Old Mission Capital LLC
|
BUY
|
- |
7.83KNew |
$312K - $333K
|
7.83K
$343K
|
|
|
Nov 14, 2024
Q3 2024
|
Blue Chip Wealth Advisors LLC
Milton, GA |
BUY
|
- |
5.82K+ 106.75% |
$232K - $248K
|
11.3K
$493K
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
827New |
$33K - $35.2K
|
827
$36.2K
|
|
|
Nov 14, 2024
Q3 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
5.55K+ 27.52% |
$221K - $236K
|
25.7K
$1.13M
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
3.2KNew |
$128K - $136K
|
3.2K
$140K
|
|
|
Nov 14, 2024
Q3 2024
|
Sequent Planning LLC
Omaha, NE |
SELL
|
- |
-6.01K- 5.54% |
$239K - $256K
|
102K
$4.49M
|
|
|
Nov 14, 2024
Q3 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
5.68K+ 23.52% |
$226K - $242K
|
29.8K
$1.31M
|
|
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-5.49K- 52.99% |
$219K - $234K
|
4.87K
$213K
|
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-2.58K- 18.1% |
$103K - $110K
|
11.7K
$511K
|
|
|
Nov 13, 2024
Q3 2024
|
Truist Financial Corp
|
BUY
|
- |
1.19K+ 5.48% |
$47.3K - $50.6K
|
22.9K
$1M
|
|
|
Nov 13, 2024
Q3 2024
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
37.5KNew |
$1.49M - $1.6M
|
37.5K
$1.64M
|
|
|
Nov 13, 2024
Q3 2024
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
780+ 1.14% |
$31.1K - $33.2K
|
69.1K
$3.03M
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-414- 0.22% |
$16.5K - $17.6K
|
190K
$8.33M
|
|
|
Nov 13, 2024
Q3 2024
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
1.83K+ 8.86% |
$72.8K - $77.8K
|
22.5K
$984K
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-14.1K- 17.54% |
$564K - $602K
|
66.5K
$2.91M
|
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
4.05K+ 58.32% |
$161K - $172K
|
11K
$482K
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
7.5KNew |
$299K - $319K
|
7.5K
$329K
|
|
|
Nov 13, 2024
Q3 2024
|
Townsquare Capital LLC
|
BUY
|
- |
935+ 10.42% |
$37.3K - $39.8K
|
9.91K
$434K
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
9.71K+ 28.62% |
$387K - $413K
|
43.6K
$1.91M
|
|
|
Nov 13, 2024
Q3 2024
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-318- 4.02% |
$12.7K - $13.5K
|
7.59K
$333K
|
|
|
Nov 13, 2024
Q3 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-1.38K- 4.12% |
$54.9K - $58.6K
|
32K
$1.4M
|
|
|
Nov 12, 2024
Q3 2024
|
Founders Financial Securities LLC
|
BUY
|
- |
7.61KNew |
$303K - $324K
|
7.61K
$333K
|
|
|
Nov 12, 2024
Q3 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
5.99KNew |
$239K - $255K
|
5.99K
$262K
|
|
|
Nov 12, 2024
Q3 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
6.03KNew |
$240K - $257K
|
6.03K
$264K
|
|
|
Nov 12, 2024
Q3 2024
|
Stone X Group Inc.
|
BUY
|
- |
975+ 4.59% |
$38.9K - $41.5K
|
22.2K
$972K
|
|
|
Nov 12, 2024
Q3 2024
|
Jim Saulnier & Associates, LLC
Fort Collins, CO |
BUY
|
- |
9.97KNew |
$397K - $424K
|
9.97K
$437K
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
4.65K+ 19.37% |
$185K - $198K
|
28.7K
$1.26M
|
|
|
Nov 08, 2024
Q3 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
4.89K+ 14.89% |
$195K - $208K
|
37.8K
$1.65M
|
|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
133+ 14.83% |
$5.3K - $5.66K
|
1.03K
$45.1K
|
|
|
Nov 08, 2024
Q3 2024
|
Anfield Capital Management, LLC
Newport Beach, CA |
SELL
|
- |
-10- 1.23% |
$399 - $426
|
806
$35.3K
|
|
|
Nov 08, 2024
Q3 2024
|
Ogorek Anthony Joseph
|
BUY
|
- |
9.9K+ 5754.07% |
$394K - $421K
|
10.1K
$441K
|
|
|
Nov 07, 2024
Q3 2024
|
Schwallier Wealth Management LLC
Grand Rapids, MI |
BUY
|
- |
9.6K+ 167.6% |
$382K - $408K
|
15.3K
$671K
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
13.8K+ 65.54% |
$549K - $586K
|
34.8K
$1.52M
|
|
|
Nov 05, 2024
Q3 2024
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-1.74K- 12.72% |
$69.4K - $74.1K
|
12K
$523K
|
|
|
Nov 04, 2024
Q3 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-1.23K- 6.47% |
$49.1K - $52.4K
|
17.8K
$780K
|
|
|
Nov 04, 2024
Q3 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
50.7KNew |
$2.02M - $2.16M
|
50.7K
$2.22M
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-42.6K- 52.69% |
$1.7M - $1.81M
|
38.3K
$1.68M
|
|