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 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1.31K+ 3.72% |
$51.2K - $58.8K
|
36.4K
$1.68M
|
|
|
Jul 28, 2025
Q2 2025
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-2- 0.02% |
$78.5 - $90
|
12.4K
$576K
|
|
|
Jul 25, 2025
Q2 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-12.8K- 12.69% |
$504K - $578K
|
88.3K
$4.09M
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
SELL
|
- |
-21.2K- 40.23% |
$833K - $956K
|
31.5K
$1.46M
|
|
|
Jul 24, 2025
Q2 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-287- 1.61% |
$11.3K - $12.9K
|
17.5K
$811K
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
67+ 3.6% |
$2.63K - $3.02K
|
1.93K
$89.3K
|
|
|
Jul 23, 2025
Q2 2025
|
Reap Financial Group, LLC
Austin, TX |
SELL
|
- |
-18.6K- 16.35% |
$731K - $839K
|
95.4K
$4.42M
|
|
|
Jul 23, 2025
Q2 2025
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-2.6K- 34.02% |
$102K - $117K
|
5.03K
$233K
|
|
|
Jul 23, 2025
Q2 2025
|
Ignite Planners, LLC
|
BUY
|
- |
30+ 0.08% |
$1.18K - $1.35K
|
38.7K
$1.79M
|
|
|
Jul 22, 2025
Q2 2025
|
Hickory Asset Management, Inc.
Concord, OH |
BUY
|
- |
2.33K+ 3.21% |
$91.4K - $105K
|
75K
$3.47M
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-7.4K- 30.4% |
$290K - $333K
|
16.9K
$784K
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
BUY
|
- |
3.75K+ 21.61% |
$147K - $169K
|
21.1K
$977K
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-780- 6.83% |
$30.6K - $35.1K
|
10.6K
$492K
|
|
|
Jul 15, 2025
Q2 2025
|
Santori & Peters, Inc.
|
BUY
|
- |
2.24K+ 6.69% |
$87.9K - $101K
|
35.7K
$1.65M
|
|
|
Jul 15, 2025
Q2 2025
|
Lvz, Inc.
|
SELL
|
- |
-1.19K- 17.56% |
$46.7K - $53.6K
|
5.59K
$259K
|
|
|
Jul 15, 2025
Q2 2025
|
Armis Advisers, LLC
Atlanta, GA |
SELL
|
- |
-18.6K- 17.38% |
$729K - $836K
|
88.3K
$4.09M
|
|
|
Jul 14, 2025
Q2 2025
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
1.4KNew |
$54.9K - $63K
|
1.4K
$64.8K
|
|
|
Jul 14, 2025
Q2 2025
|
Chris Bulman Inc
Roseville, CA |
BUY
|
- |
4.64KNew |
$182K - $209K
|
4.64K
$215K
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-124- 1.24% |
$4.86K - $5.58K
|
9.9K
$458K
|
|
|
Jul 09, 2025
Q2 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
SELL
|
- |
-42.5K- 78.73% |
$1.67M - $1.91M
|
11.5K
$531K
|
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
1.87K+ 579.57% |
$73.4K - $84.3K
|
2.2K
$102K
|
|
|
Jul 07, 2025
Q2 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
BUY
|
- |
7.44K+ 26.67% |
$292K - $335K
|
35.3K
$1.64M
|
|
|
Jul 03, 2025
Q2 2025
|
Sage Capital Advisors,Llc
|
SELL
|
- |
-1.2K- 16.27% |
$47.1K - $54K
|
6.18K
$286K
|
|
| Q1 2025 | |||||||
|
Aug 26, 2025
Q1 2025
|
Winnow Wealth LLC
Waco, TX |
BUY
|
- |
1New |
$41.5 - $44.6
|
1
$46.3
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-2.2K- 68.78% |
$91.4K - $98.2K
|
1K
$46.3K
|
|
|
May 15, 2025
Q1 2025
|
Foguth Wealth Management, Llc.
Brighton, MI |
SELL
|
- |
-10.4K- 17.1% |
$432K - $464K
|
50.5K
$2.34M
|
|
|
May 15, 2025
Q1 2025
|
Old Mission Capital LLC
|
BUY
|
- |
27.2K+ 448.2% |
$1.13M - $1.21M
|
33.3K
$1.54M
|
|
|
May 15, 2025
Q1 2025
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-11K- 49.11% |
$458K - $491K
|
11.4K
$529K
|
|
|
May 15, 2025
Q1 2025
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
11.9KNew |
$496K - $532K
|
11.9K
$553K
|
|
|
May 15, 2025
Q1 2025
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
BUY
|
- |
8.63KNew |
$358K - $385K
|
8.63K
$400K
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
3.01K+ 62.72% |
$125K - $134K
|
7.8K
$361K
|
|
|
May 14, 2025
Q1 2025
|
Centaurus Financial, Inc.
|
BUY
|
- |
500+ 20.0% |
$20.8K - $22.3K
|
3K
$139K
|
|
|
May 13, 2025
Q1 2025
|
Hanlon Investment Management, Inc.
|
BUY
|
- |
9.76KNew |
$405K - $435K
|
9.76K
$452K
|
|
|
May 12, 2025
Q1 2025
|
Townsquare Capital LLC
|
SELL
|
- |
-2- 0.02% |
$83 - $89.1
|
9.9K
$458K
|
|
|
May 12, 2025
Q1 2025
|
Founders Financial Securities LLC
|
BUY
|
- |
19.5K+ 135.15% |
$810K - $870K
|
34K
$1.57M
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
7.6K+ 9874.03% |
$316K - $339K
|
7.68K
$356K
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-22.6K- 59.82% |
$939K - $1.01M
|
15.2K
$703K
|
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
36.9KNew |
$1.53M - $1.65M
|
36.9K
$1.71M
|
|
|
Apr 30, 2025
Q1 2025
|
Alpha Star Capital Management, LLC
|
SELL
|
- |
-22- 0.11% |
$913 - $980
|
20K
$927K
|
|
|
Apr 28, 2025
Q1 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
7.33KNew |
$304K - $327K
|
7.33K
$339K
|
|
|
Apr 22, 2025
Q1 2025
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
12.6KNew |
$523K - $561K
|
12.6K
$583K
|
|
|
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
$318K
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-1.66K- 8.64% |
$68.9K - $73.9K
|
17.6K
$813K
|
|
|
Apr 18, 2025
Q1 2025
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-300- 13.79% |
$12.5K - $13.4K
|
1.88K
$86.8K
|
|
|
Apr 16, 2025
Q1 2025
|
Seros Financial, LLC
Tempe, AZ |
BUY
|
- |
180KNew |
$7.47M - $8.01M
|
180K
$8.33M
|
|
|
Apr 10, 2025
Q1 2025
|
Maltin Wealth Management, Inc.
|
SELL
|
- |
-292- 3.25% |
$12.1K - $13K
|
8.7K
$403K
|
|
| Q4 2024 | |||||||
|
Feb 14, 2025
Q4 2024
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-1.5K- 4.0% |
$63.4K - $65.9K
|
36K
$1.67M
|
|
|
Feb 14, 2025
Q4 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
4.72KNew |
$200K - $207K
|
4.72K
$219K
|
|
|
Feb 14, 2025
Q4 2024
|
Topsail Wealth Management, LLC
Charlotte, NC |
BUY
|
- |
1KNew |
$42.3K - $43.9K
|
1K
$46.3K
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
1.33KNew |
$56.1K - $58.3K
|
1.33K
$61.4K
|
|