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 |
|---|---|---|---|---|---|---|---|
|
Jul 09, 2025
Q2 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
SELL
|
- |
-42.5K- 78.73% |
$1.67M - $1.91M
|
11.5K
$517K
|
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
1.87K+ 579.57% |
$73.4K - $84.3K
|
2.2K
$98.9K
|
|
|
Jul 07, 2025
Q2 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
BUY
|
- |
7.44K+ 26.67% |
$292K - $335K
|
35.3K
$1.59M
|
|
|
Jul 03, 2025
Q2 2025
|
Sage Capital Advisors,Llc
|
SELL
|
- |
-1.2K- 16.27% |
$47.1K - $54K
|
6.18K
$278K
|
|
| Q1 2025 | |||||||
|
May 15, 2025
Q1 2025
|
Barclays PLC
London, X0 |
BUY
|
- |
2.51K+ 269.02% |
$104K - $112K
|
3.44K
$155K
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
13.2KNew |
$546K - $587K
|
13.2K
$593K
|
|
|
May 15, 2025
Q1 2025
|
Foguth Wealth Management, Llc.
Brighton, MI |
SELL
|
- |
-10.4K- 17.1% |
$432K - $464K
|
50.5K
$2.27M
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
3.01K+ 62.72% |
$125K - $134K
|
7.8K
$351K
|
|
|
May 15, 2025
Q1 2025
|
Old Mission Capital LLC
|
BUY
|
- |
27.2K+ 448.2% |
$1.13M - $1.21M
|
33.3K
$1.5M
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-2.2K- 68.78% |
$91.4K - $98.2K
|
1K
$45.1K
|
|
|
May 15, 2025
Q1 2025
|
Stone X Group Inc.
|
SELL
|
- |
-1.35K- 6.04% |
$56.1K - $60.2K
|
21K
$948K
|
|
|
May 15, 2025
Q1 2025
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-11K- 49.11% |
$458K - $491K
|
11.4K
$515K
|
|
|
May 15, 2025
Q1 2025
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
11.9KNew |
$496K - $532K
|
11.9K
$538K
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
5.41KNew |
$225K - $241K
|
5.41K
$244K
|
|
|
May 15, 2025
Q1 2025
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
BUY
|
- |
8.63KNew |
$358K - $385K
|
8.63K
$389K
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
3.47K+ 36.31% |
$144K - $154K
|
13K
$586K
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-13.2K- 6.59% |
$548K - $588K
|
187K
$8.43M
|
|
|
May 14, 2025
Q1 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
3.05K+ 11.85% |
$126K - $136K
|
28.8K
$1.3M
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
2.58K+ 16.54% |
$107K - $115K
|
18.1K
$818K
|
|
|
May 14, 2025
Q1 2025
|
Reap Financial Group, LLC
Austin, TX |
SELL
|
- |
-13.5K- 10.61% |
$562K - $603K
|
114K
$5.14M
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-545Closed |
$22.6K - $24.3K
|
0
$0
|
|
|
May 14, 2025
Q1 2025
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
129K+ 1713.08% |
$5.35M - $5.75M
|
137K
$6.15M
|
|
|
May 14, 2025
Q1 2025
|
Centaurus Financial, Inc.
|
BUY
|
- |
500+ 20.0% |
$20.8K - $22.3K
|
3K
$135K
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-18.9K- 29.1% |
$785K - $842K
|
46.1K
$2.08M
|
|
|
May 13, 2025
Q1 2025
|
Hanlon Investment Management, Inc.
|
BUY
|
- |
9.76KNew |
$405K - $435K
|
9.76K
$440K
|
|
|
May 13, 2025
Q1 2025
|
Sequent Planning LLC
Omaha, NE |
SELL
|
- |
-30- 0.38% |
$1.25K - $1.34K
|
7.8K
$351K
|
|
|
May 12, 2025
Q1 2025
|
Townsquare Capital LLC
|
SELL
|
- |
-2- 0.02% |
$83 - $89.1
|
9.9K
$446K
|
|
|
May 12, 2025
Q1 2025
|
Integrity Financial Corp
|
SELL
|
- |
-202- 0.96% |
$8.39K - $9K
|
20.9K
$942K
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
7.6K+ 9874.03% |
$316K - $339K
|
7.68K
$346K
|
|
|
May 12, 2025
Q1 2025
|
Founders Financial Securities LLC
|
BUY
|
- |
19.5K+ 135.15% |
$810K - $870K
|
34K
$1.53M
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-22.6K- 59.82% |
$939K - $1.01M
|
15.2K
$684K
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-4- 0.38% |
$166 - $178
|
1.05K
$47.5K
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-6.51K- 5.28% |
$270K - $290K
|
117K
$5.27M
|
|
|
May 08, 2025
Q1 2025
|
Arkadios Wealth Advisors
|
SELL
|
- |
-250- 0.66% |
$10.4K - $11.1K
|
37.8K
$1.7M
|
|
|
May 08, 2025
Q1 2025
|
Armis Advisers, LLC
Atlanta, GA |
SELL
|
- |
-30.3K- 22.09% |
$1.26M - $1.35M
|
107K
$4.81M
|
|
|
May 08, 2025
Q1 2025
|
Grantvest Financial Group LLC
Matawan, NJ |
SELL
|
- |
-1.41K- 10.74% |
$58.4K - $62.7K
|
11.7K
$527K
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-2.47K- 6.58% |
$103K - $110K
|
35.1K
$1.58M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-11- 0.04% |
$457 - $490
|
28.8K
$1.3M
|
|
|
May 07, 2025
Q1 2025
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-3.77K- 32.02% |
$156K - $168K
|
8K
$360K
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-11.8K- 58.32% |
$491K - $527K
|
8.46K
$381K
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
233K+ 572.15% |
$9.65M - $10.4M
|
273K
$12.3M
|
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
36.9KNew |
$1.53M - $1.65M
|
36.9K
$1.66M
|
|
|
May 05, 2025
Q1 2025
|
Ignite Planners, LLC
|
BUY
|
- |
9.58K+ 32.96% |
$398K - $427K
|
38.6K
$1.74M
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
SELL
|
- |
-7.02K- 11.74% |
$291K - $313K
|
52.8K
$2.38M
|
|
|
Apr 30, 2025
Q1 2025
|
Alpha Star Capital Management, LLC
|
SELL
|
- |
-22- 0.11% |
$913 - $980
|
20K
$902K
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
386K+ 1244.37% |
$16M - $17.2M
|
417K
$18.8M
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
BUY
|
- |
52+ 0.3% |
$2.16K - $2.32K
|
17.3K
$782K
|
|
|
Apr 29, 2025
Q1 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-2.51K- 9.25% |
$104K - $112K
|
24.6K
$1.11M
|
|
|
Apr 29, 2025
Q1 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
2.89K+ 2.94% |
$120K - $129K
|
101K
$4.56M
|
|
|
Apr 29, 2025
Q1 2025
|
Wood Tarver Financial Group, LLC
Boise, ID |
SELL
|
- |
-3.49K- 6.05% |
$145K - $156K
|
54.2K
$2.44M
|
|