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 |
|---|---|---|---|---|---|---|---|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
19.1KNew |
$718K - $763K
|
19.1K
$842K
|
|
|
Apr 23, 2024
Q1 2024
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
SELL
|
- |
-13- 1.97% |
$489 - $520
|
647
$28.6K
|
|
|
Apr 15, 2024
Q1 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
5.1KNew |
$192K - $204K
|
5.1K
$225K
|
|
| Q4 2023 | |||||||
|
Dec 26, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
221New |
$7.63K - $8.41K
|
221
$9.76K
|
|
|
Feb 08, 2024
Q4 2023
|
Fsb Premier Wealth Management, Inc.
|
SELL
|
- |
-150- 2.35% |
$5.18K - $5.71K
|
6.24K
$276K
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
500New |
$17.3K - $19K
|
500
$22.1K
|
|
|
Jan 31, 2024
Q4 2023
|
Onyx Bridge Wealth Group LLC
|
SELL
|
- |
-3.05K- 33.81% |
$105K - $116K
|
5.98K
$264K
|
|
|
Jan 25, 2024
Q4 2023
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-2.42K- 81.78% |
$83.5K - $92.1K
|
539
$23.8K
|
|
| Q3 2023 | |||||||
|
Nov 14, 2023
Q3 2023
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
14.9KNew |
$527K - $547K
|
14.9K
$659K
|
|
|
Oct 11, 2023
Q3 2023
|
Legacy Private Trust Co.
|
BUY
|
- |
6.05KNew |
$214K - $222K
|
6.05K
$267K
|
|
| Q2 2023 | |||||||
|
Aug 14, 2023
Q2 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
5.7KNew |
$194K - $206K
|
5.7K
$252K
|
|
|
Jul 31, 2023
Q2 2023
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
285+ 3.04% |
$9.7K - $10.3K
|
9.67K
$427K
|
|
|
Jul 31, 2023
Q2 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-2.38K- 83.61% |
$81.1K - $85.9K
|
467
$20.6K
|
|
|
Jul 10, 2023
Q2 2023
|
City State Bank
Norwalk, IA |
SELL
|
- |
-4.4K- 71.54% |
$150K - $159K
|
1.75K
$77.3K
|
|
| Q1 2023 | |||||||
|
May 15, 2023
Q1 2023
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
1.54K+ 17.47% |
$49.5K - $52.4K
|
10.3K
$457K
|
|
|
May 15, 2023
Q1 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-11.9K- 41.16% |
$383K - $405K
|
17K
$751K
|
|
|
Apr 28, 2023
Q1 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
199New |
$6.41K - $6.78K
|
199
$8.79K
|
|
|
Apr 13, 2023
Q1 2023
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
BUY
|
- |
6.07K+ 35.67% |
$195K - $207K
|
23.1K
$1.02M
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
500New |
$15.4K - $16.5K
|
500
$22.1K
|
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
6.4KNew |
$197K - $212K
|
6.4K
$283K
|
|
|
Feb 07, 2023
Q4 2022
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
7.41KNew |
$228K - $245K
|
7.41K
$327K
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
5.71K+ 42.19% |
$177K - $190K
|
19.3K
$850K
|
|
|
Nov 01, 2022
Q3 2022
|
Strategic Asset Management, LLC
|
BUY
|
- |
330+ 13.58% |
$10.2K - $11K
|
2.76K
$122K
|
|
|
Nov 01, 2022
Q3 2022
|
Triumph Capital Management
|
SELL
|
- |
-4.08K- 38.19% |
$126K - $136K
|
6.61K
$292K
|
|
|
Oct 11, 2022
Q3 2022
|
Lvz, Inc.
|
BUY
|
- |
6.78KNew |
$210K - $225K
|
6.78K
$299K
|
|
| Q2 2022 | |||||||
|
Jul 29, 2022
Q2 2022
|
Tria Gen Wealth Management LLC
|
SELL
|
- |
-485- 2.08% |
$15.1K - $16.7K
|
22.8K
$1.01M
|
|
|
Jul 26, 2022
Q2 2022
|
Trustcore Financial Services, LLC
|
BUY
|
- |
9.54KNew |
$298K - $329K
|
9.54K
$421K
|
|
|
Jul 13, 2022
Q2 2022
|
Acg Wealth
|
BUY
|
- |
700New |
$21.8K - $24.2K
|
700
$30.9K
|
|
| Q1 2022 | |||||||
|
May 16, 2022
Q1 2022
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-100Closed |
$3.33K - $3.45K
|
0
$0
|
|
|
Apr 20, 2022
Q1 2022
|
Selective Wealth Management, Inc.
|
BUY
|
- |
95New |
$3.16K - $3.28K
|
95
$4.19K
|
|
| Q4 2021 | |||||||
|
Feb 25, 2022
Q4 2021
|
Grant Street Asset Management, Inc.
Canonsburg, PA |
SELL
|
- |
-7.13KClosed |
$239K - $246K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Tradition Wealth Management, LLC
|
BUY
|
- |
866New |
$29K - $29.9K
|
866
$38.2K
|
|
| Q3 2021 | |||||||
|
Nov 09, 2021
Q3 2021
|
Truadvice, LLC
Sarasota, FL |
SELL
|
- |
-36.3KClosed |
$1.21M - $1.23M
|
0
$0
|
|
|
Nov 05, 2021
Q3 2021
|
1 St Source Bank
|
SELL
|
- |
-75- 0.7% |
$2.5K - $2.55K
|
10.7K
$471K
|
|
|
Oct 19, 2021
Q3 2021
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-12.4KClosed |
$411K - $420K
|
0
$0
|
|
| Q2 2021 | |||||||
|
Mar 22, 2023
Q2 2021
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-25.6K- 98.93% |
$845K - $859K
|
277
$12.2K
|
|
|
Aug 16, 2021
Q2 2021
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
293KNew |
$9.66M - $9.82M
|
293K
$12.9M
|
|
|
Aug 06, 2021
Q2 2021
|
Texas Capital Bank Wealth Management Services Inc
|
SELL
|
- |
-6.54KClosed |
$216K - $220K
|
0
$0
|
|
|
Jul 30, 2021
Q2 2021
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-1.86KClosed |
$61.3K - $62.4K
|
0
$0
|
|
| Q4 2020 | |||||||
|
Feb 12, 2021
Q4 2020
|
Prospera Financial Services Inc
|
SELL
|
- |
-500Closed |
$15.5K - $16.2K
|
0
$0
|
|
| Q3 2020 | |||||||
|
Nov 13, 2020
Q3 2020
|
Archer Investment Corp
|
BUY
|
- |
1.05KNew |
$31.9K - $33.2K
|
1.05K
$46.2K
|
|