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, 2024
Q3 2024
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
BUY
|
- |
991+ 9.53% |
$39.5K - $42.2K
|
11.4K
$499K
|
|
|
Oct 31, 2024
Q3 2024
|
Spinnaker Trust
|
SELL
|
- |
-30.7K- 59.85% |
$1.22M - $1.31M
|
20.6K
$902K
|
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
4.58K+ 31.41% |
$183K - $195K
|
19.2K
$840K
|
|
|
Oct 30, 2024
Q3 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
450New |
$17.9K - $19.2K
|
450
$19.7K
|
|
|
Oct 30, 2024
Q3 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
91.9KNew |
$3.66M - $3.91M
|
91.9K
$4.03M
|
|
|
Oct 29, 2024
Q3 2024
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
26.2KNew |
$1.04M - $1.11M
|
26.2K
$1.15M
|
|
|
Oct 29, 2024
Q3 2024
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
2.91K+ 9.06% |
$116K - $124K
|
35K
$1.53M
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
20.5K+ 78.07% |
$815K - $871K
|
46.7K
$2.04M
|
|
|
Oct 25, 2024
Q3 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-319- 0.97% |
$12.7K - $13.6K
|
32.5K
$1.42M
|
|
|
Oct 23, 2024
Q3 2024
|
Santori & Peters, Inc.
|
BUY
|
- |
354+ 1.07% |
$14.1K - $15.1K
|
33.5K
$1.47M
|
|
|
Oct 23, 2024
Q3 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
7.33KNew |
$292K - $312K
|
7.33K
$321K
|
|
|
Oct 22, 2024
Q3 2024
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-635- 22.6% |
$25.3K - $27K
|
2.18K
$95.3K
|
|
|
Oct 21, 2024
Q3 2024
|
Integrity Financial Corp
|
BUY
|
- |
4.62K+ 27.49% |
$184K - $197K
|
21.4K
$939K
|
|
|
Oct 18, 2024
Q3 2024
|
Echo Wealth Management, LLC
|
BUY
|
- |
5.16KNew |
$206K - $220K
|
5.16K
$226K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-11- 0.04% |
$438 - $468
|
31K
$1.36M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
2.51K+ 7.45% |
$100K - $107K
|
36.2K
$1.59M
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
22.9K+ 21.83% |
$913K - $975K
|
128K
$5.6M
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-290- 1.83% |
$11.6K - $12.3K
|
15.6K
$683K
|
|
|
Oct 16, 2024
Q3 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-400- 5.84% |
$15.9K - $17K
|
6.45K
$283K
|
|
|
Oct 15, 2024
Q3 2024
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
SELL
|
- |
-1.77K- 3.34% |
$70.4K - $75.2K
|
51K
$2.24M
|
|
|
Oct 15, 2024
Q3 2024
|
Spire Wealth Management
|
BUY
|
- |
14.3K+ 476.8% |
$572K - $611K
|
17.4K
$760K
|
|
|
Oct 15, 2024
Q3 2024
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
450+ 53.19% |
$17.9K - $19.2K
|
1.3K
$56.8K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-746- 57.78% |
$29.7K - $31.7K
|
545
$23.9K
|
|
|
Oct 09, 2024
Q3 2024
|
Foguth Wealth Management, Llc.
Brighton, MI |
BUY
|
- |
63.7KNew |
$2.54M - $2.71M
|
63.7K
$2.79M
|
|
|
Oct 08, 2024
Q3 2024
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
4.97K+ 75.91% |
$198K - $212K
|
11.5K
$505K
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
BUY
|
- |
41.1K+ 194.44% |
$1.64M - $1.75M
|
62.3K
$2.73M
|
|
|
Oct 08, 2024
Q3 2024
|
Sage Capital Advisors,Llc
|
BUY
|
- |
14.9K+ 203.41% |
$595K - $635K
|
22.3K
$975K
|
|
| Q2 2024 | |||||||
|
Dec 12, 2024
Q2 2024
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
BUY
|
- |
7.62KNew |
$299K - $312K
|
7.62K
$334K
|
|
|
Aug 14, 2024
Q2 2024
|
Core First Bank & Trust
Topeka, KS |
BUY
|
- |
8.37KNew |
$328K - $342K
|
8.37K
$366K
|
|
|
Aug 14, 2024
Q2 2024
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
5.05KNew |
$198K - $207K
|
5.05K
$221K
|
|
|
Aug 14, 2024
Q2 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
15.5KNew |
$608K - $634K
|
15.5K
$678K
|
|
|
Aug 14, 2024
Q2 2024
|
Brown Advisory Inc
|
BUY
|
- |
12.3KNew |
$481K - $502K
|
12.3K
$537K
|
|
|
Aug 13, 2024
Q2 2024
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
382+ 3.54% |
$15K - $15.6K
|
11.2K
$489K
|
|
|
Aug 09, 2024
Q2 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
10.8KNew |
$424K - $442K
|
10.8K
$473K
|
|
|
Aug 09, 2024
Q2 2024
|
Hartford Financial Management Inc.
|
BUY
|
- |
26New |
$1.02K - $1.06K
|
26
$1.14K
|
|
|
Aug 06, 2024
Q2 2024
|
Arbor Capital Management Inc
Anchorage, AK |
BUY
|
- |
361+ 6.92% |
$14.2K - $14.8K
|
5.58K
$244K
|
|
|
Aug 06, 2024
Q2 2024
|
Chris Bulman Inc
Roseville, CA |
BUY
|
- |
4.64KNew |
$182K - $190K
|
4.64K
$203K
|
|
|
Aug 05, 2024
Q2 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
6.69KNew |
$262K - $274K
|
6.69K
$293K
|
|
|
Aug 02, 2024
Q2 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
17KNew |
$667K - $696K
|
17K
$745K
|
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-2.25K- 26.32% |
$88.4K - $92.2K
|
6.3K
$276K
|
|
|
Jul 24, 2024
Q2 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
10.8KNew |
$424K - $442K
|
10.8K
$473K
|
|
|
Jul 22, 2024
Q2 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
8.11KNew |
$318K - $332K
|
8.11K
$355K
|
|
|
Jul 19, 2024
Q2 2024
|
Ergawealth Advisors, Inc.
Oak Brook, IL |
BUY
|
- |
118+ 2.05% |
$4.63K - $4.83K
|
5.86K
$257K
|
|
|
Jul 19, 2024
Q2 2024
|
Lunt Capital Management, Inc.
Holladay, UT |
BUY
|
- |
7.33KNew |
$288K - $300K
|
7.33K
$321K
|
|
|
Jul 12, 2024
Q2 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
17KNew |
$667K - $696K
|
17K
$745K
|
|
| Q1 2024 | |||||||
|
Nov 05, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
10.2KNew |
$383K - $407K
|
10.2K
$445K
|
|
|
Jul 03, 2024
Q1 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
2KNew |
$75.3K - $80.1K
|
2K
$87.6K
|
|
|
May 15, 2024
Q1 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
21.2KNew |
$797K - $848K
|
21.2K
$928K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
11.5K+ 44.53% |
$431K - $459K
|
37.2K
$1.63M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
19.1KNew |
$718K - $763K
|
19.1K
$835K
|
|