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 |
|---|---|---|---|---|---|---|---|
|
Apr 29, 2025
Q1 2025
|
Brookstone Capital Management
|
SELL
|
- |
-174- 1.32% |
$7.22K - $7.75K
|
13.1K
$588K
|
|
|
Apr 28, 2025
Q1 2025
|
Arbor Capital Management Inc
Anchorage, AK |
BUY
|
- |
5.31KNew |
$221K - $237K
|
5.31K
$239K
|
|
|
Apr 28, 2025
Q1 2025
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-1.5K- 10.76% |
$62.3K - $66.9K
|
12.5K
$561K
|
|
|
Apr 28, 2025
Q1 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
7.33KNew |
$304K - $327K
|
7.33K
$330K
|
|
|
Apr 25, 2025
Q1 2025
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-25.6K- 77.04% |
$1.06M - $1.14M
|
7.63K
$344K
|
|
|
Apr 25, 2025
Q1 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
20+ 0.08% |
$830 - $891
|
24.3K
$1.1M
|
|
|
Apr 24, 2025
Q1 2025
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-4.52K- 29.34% |
$188K - $201K
|
10.9K
$490K
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
SELL
|
- |
-4.24K- 24.41% |
$176K - $189K
|
13.1K
$591K
|
|
|
Apr 22, 2025
Q1 2025
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
12.6KNew |
$523K - $561K
|
12.6K
$567K
|
|
|
Apr 22, 2025
Q1 2025
|
Buck Wealth Strategies, LLC
Denver, CO |
BUY
|
- |
8.75KNew |
$363K - $390K
|
8.75K
$394K
|
|
|
Apr 22, 2025
Q1 2025
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
SELL
|
- |
-7.95K- 16.19% |
$330K - $354K
|
41.2K
$1.86M
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
5.02K+ 19.78% |
$208K - $224K
|
30.4K
$1.37M
|
|
|
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
$309K
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-1.66K- 8.64% |
$68.9K - $73.9K
|
17.6K
$791K
|
|
|
Apr 21, 2025
Q1 2025
|
Life Wealth Investments, LLC
Winter Garden, FL |
SELL
|
- |
-2.96K- 33.96% |
$123K - $132K
|
5.76K
$260K
|
|
|
Apr 18, 2025
Q1 2025
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-300- 13.79% |
$12.5K - $13.4K
|
1.88K
$84.5K
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
1.05K+ 10.15% |
$43.7K - $46.9K
|
11.4K
$514K
|
|
|
Apr 16, 2025
Q1 2025
|
Seros Financial, LLC
Tempe, AZ |
BUY
|
- |
180KNew |
$7.47M - $8.01M
|
180K
$8.1M
|
|
|
Apr 16, 2025
Q1 2025
|
Hickory Asset Management, Inc.
Concord, OH |
SELL
|
- |
-500- 0.68% |
$20.8K - $22.3K
|
72.7K
$3.27M
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
10KNew |
$416K - $446K
|
10K
$452K
|
|
|
Apr 10, 2025
Q1 2025
|
Maltin Wealth Management, Inc.
|
SELL
|
- |
-292- 3.25% |
$12.1K - $13K
|
8.7K
$392K
|
|
| Q4 2024 | |||||||
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
1.12K+ 2.51% |
$47.5K - $49.4K
|
46K
$2.07M
|
|
|
Feb 14, 2025
Q4 2024
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-1.5K- 4.0% |
$63.4K - $65.9K
|
36K
$1.62M
|
|
|
Feb 14, 2025
Q4 2024
|
Topsail Wealth Management, LLC
Charlotte, NC |
BUY
|
- |
1KNew |
$42.3K - $43.9K
|
1K
$45.1K
|
|
|
Feb 14, 2025
Q4 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
4.72KNew |
$200K - $207K
|
4.72K
$213K
|
|
|
Feb 14, 2025
Q4 2024
|
Schwallier Wealth Management LLC
Grand Rapids, MI |
SELL
|
- |
-2.59K- 16.91% |
$109K - $114K
|
12.7K
$574K
|
|
|
Feb 13, 2025
Q4 2024
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
2.09K+ 3.02% |
$88.3K - $91.8K
|
71.2K
$3.21M
|
|
|
Feb 13, 2025
Q4 2024
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
300+ 5.94% |
$12.7K - $13.2K
|
5.35K
$241K
|
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
230+ 2.09% |
$9.72K - $10.1K
|
11.2K
$506K
|
|
|
Feb 13, 2025
Q4 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
2.1K+ 6.57% |
$88.9K - $92.4K
|
34.1K
$1.54M
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
1.33KNew |
$56.1K - $58.3K
|
1.33K
$59.8K
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
671New |
$28.4K - $29.5K
|
671
$30.2K
|
|
|
Feb 12, 2025
Q4 2024
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
5.25KNew |
$222K - $231K
|
5.25K
$236K
|
|
|
Feb 11, 2025
Q4 2024
|
Core First Bank & Trust
Topeka, KS |
SELL
|
- |
-2.78KClosed |
$117K - $122K
|
0
$0
|
|
|
Feb 10, 2025
Q4 2024
|
Chris Bulman Inc
Roseville, CA |
BUY
|
- |
4.64KNew |
$196K - $204K
|
4.64K
$209K
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-2.27K- 30.27% |
$95.9K - $99.7K
|
5.23K
$236K
|
|
|
Feb 05, 2025
Q4 2024
|
Anfield Capital Management, LLC
Newport Beach, CA |
SELL
|
- |
-47- 5.83% |
$1.99K - $2.06K
|
759
$34.2K
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-2.12K- 53.2% |
$89.5K - $93K
|
1.86K
$83.9K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-100- 0.64% |
$4.23K - $4.39K
|
15.5K
$698K
|
|
|
Jan 24, 2025
Q4 2024
|
Ogorek Anthony Joseph
|
BUY
|
- |
688+ 6.83% |
$29.1K - $30.2K
|
10.8K
$485K
|
|
|
Jan 21, 2025
Q4 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-3.23K- 50.0% |
$136K - $142K
|
3.23K
$145K
|
|
| Q3 2024 | |||||||
|
Nov 14, 2024
Q3 2024
|
Blue Chip Wealth Advisors LLC
Milton, GA |
BUY
|
- |
5.82K+ 106.75% |
$232K - $248K
|
11.3K
$508K
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
827New |
$33K - $35.2K
|
827
$37.3K
|
|
|
Nov 12, 2024
Q3 2024
|
Jim Saulnier & Associates, LLC
Fort Collins, CO |
BUY
|
- |
9.97KNew |
$397K - $424K
|
9.97K
$449K
|
|
|
Nov 12, 2024
Q3 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
6.03KNew |
$240K - $257K
|
6.03K
$272K
|
|
|
Nov 12, 2024
Q3 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
5.99KNew |
$239K - $255K
|
5.99K
$270K
|
|
|
Nov 04, 2024
Q3 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
50.7KNew |
$2.02M - $2.16M
|
50.7K
$2.28M
|
|
|
Nov 04, 2024
Q3 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-1.23K- 6.47% |
$49.1K - $52.4K
|
17.8K
$803K
|
|
|
Oct 31, 2024
Q3 2024
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
BUY
|
- |
991+ 9.53% |
$39.5K - $42.2K
|
11.4K
$513K
|
|
|
Oct 31, 2024
Q3 2024
|
Spinnaker Trust
|
SELL
|
- |
-30.7K- 59.85% |
$1.22M - $1.31M
|
20.6K
$928K
|
|