Latest Institutional Sells of First Tr Ex Trd Viii Cboe Vest (DJUN)
This list provides information on the latest institutional transactions involving First Tr Ex Trd Viii Cboe Vest (DJUN) stock that were sells. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the sale has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 01, 2024
Q1 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-96.1K- 92.39% |
$3.61M - $3.85M
|
7.91K
$323K
|
|
May 07, 2024
Q1 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-34.6K- 86.97% |
$1.3M - $1.38M
|
5.18K
$212K
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-29.7K- 29.02% |
$1.12M - $1.19M
|
72.5K
$2.97M
|
|
Apr 26, 2024
Q1 2024
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-24.8K- 42.05% |
$933K - $992K
|
34.2K
$1.4M
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-24.4K- 22.95% |
$916K - $975K
|
81.7K
$3.34M
|
|
May 15, 2024
Q1 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-22.9K- 46.03% |
$862K - $917K
|
26.9K
$1.1M
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-21.6K- 17.74% |
$813K - $865K
|
100K
$4.1M
|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
SELL
|
- |
-9.76K- 92.56% |
$367K - $390K
|
784
$32.1K
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-6.02K- 37.19% |
$227K - $241K
|
10.2K
$416K
|
|
Apr 23, 2024
Q1 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-6K- 21.79% |
$226K - $240K
|
21.5K
$880K
|
|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-5.33K- 45.29% |
$201K - $213K
|
6.44K
$263K
|
|
Apr 15, 2024
Q1 2024
|
Maltin Wealth Management, Inc.
|
SELL
|
- |
-4.79K- 18.79% |
$180K - $192K
|
20.7K
$847K
|
|
Apr 15, 2024
Q1 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-3.92K- 18.0% |
$148K - $157K
|
17.9K
$730K
|
|
May 02, 2024
Q1 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-3.64K- 20.3% |
$137K - $146K
|
14.3K
$584K
|
|
May 13, 2024
Q1 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-3.56K- 19.4% |
$134K - $143K
|
14.8K
$605K
|
|
May 15, 2024
Q1 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-2.95K- 30.17% |
$111K - $118K
|
6.82K
$279K
|
|
Apr 22, 2024
Q1 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-2.1K- 12.21% |
$78.9K - $83.9K
|
15.1K
$617K
|
|
Apr 24, 2024
Q1 2024
|
Spire Wealth Management
|
SELL
|
- |
-1.91K- 38.77% |
$71.7K - $76.3K
|
3.01K
$123K
|
|
May 08, 2024
Q1 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-1.63K- 23.56% |
$61.2K - $65.1K
|
5.28K
$216K
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-1.35K- 5.47% |
$50.8K - $54K
|
23.3K
$954K
|
|
May 03, 2024
Q1 2024
|
Ogorek Anthony Joseph
|
SELL
|
- |
-1.29K- 88.21% |
$48.4K - $51.5K
|
172
$7.03K
|
|
May 02, 2024
Q1 2024
|
Integrity Financial Corp
|
SELL
|
- |
-962- 9.96% |
$36.2K - $38.5K
|
8.7K
$356K
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-880- 5.25% |
$33.1K - $35.2K
|
15.9K
$649K
|
|
May 06, 2024
Q1 2024
|
Spinnaker Trust
|
SELL
|
- |
-684- 1.17% |
$25.7K - $27.4K
|
57.6K
$2.35M
|
|
May 10, 2024
Q1 2024
|
Truist Financial Corp
|
SELL
|
- |
-385- 2.13% |
$14.5K - $15.4K
|
17.7K
$722K
|
|
Apr 29, 2024
Q1 2024
|
Ergawealth Advisors, Inc.
Oak Brook, IL |
SELL
|
- |
-257- 4.28% |
$9.67K - $10.3K
|
5.75K
$235K
|
|
Apr 11, 2024
Q1 2024
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-150- 4.82% |
$5.64K - $6K
|
2.96K
$121K
|
|
Apr 23, 2024
Q1 2024
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
SELL
|
- |
-13- 1.97% |
$489 - $520
|
647
$26.5K
|
|
Q4 2023 | |||||||
Feb 14, 2024
Q4 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-4.96K- 43.22% |
$171K - $189K
|
6.52K
$266K
|
|
Jan 19, 2024
Q4 2023
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-4.25K- 70.83% |
$147K - $162K
|
1.75K
$71.6K
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-4.22K- 5.38% |
$146K - $161K
|
74.3K
$3.04M
|
|
Feb 06, 2024
Q4 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-3.54K- 13.73% |
$122K - $135K
|
22.2K
$910K
|
|
Feb 12, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-3.14K- 93.42% |
$108K - $119K
|
221
$9.04K
|
|
Jan 31, 2024
Q4 2023
|
Onyx Bridge Wealth Group LLC
|
SELL
|
- |
-3.05K- 33.81% |
$105K - $116K
|
5.98K
$244K
|
|
Jan 25, 2024
Q4 2023
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-2.42K- 81.78% |
$83.5K - $92.1K
|
539
$22K
|
|
Jan 29, 2024
Q4 2023
|
Hartford Financial Management Inc.
|
SELL
|
- |
-1.39K- 16.68% |
$48.1K - $53K
|
6.96K
$284K
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-774- 8.3% |
$26.7K - $29.5K
|
8.55K
$350K
|
|
Jan 24, 2024
Q4 2023
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
SELL
|
- |
-532- 1.24% |
$18.4K - $20.2K
|
42.3K
$1.73M
|
|
Feb 07, 2024
Q4 2023
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-303- 33.19% |
$10.5K - $11.5K
|
610
$24.9K
|
|
Feb 08, 2024
Q4 2023
|
Fsb Premier Wealth Management, Inc.
|
SELL
|
- |
-150- 2.35% |
$5.18K - $5.71K
|
6.24K
$255K
|
|
Q3 2023 | |||||||
Nov 13, 2023
Q3 2023
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-800- 3.21% |
$28.2K - $29.3K
|
24.1K
$985K
|
|
Oct 20, 2023
Q3 2023
|
Echo Wealth Management, LLC
|
SELL
|
- |
-588- 8.92% |
$20.7K - $21.6K
|
6K
$246K
|
|
Q2 2023 | |||||||
Jul 10, 2023
Q2 2023
|
City State Bank
Norwalk, IA |
SELL
|
- |
-4.4K- 71.54% |
$150K - $159K
|
1.75K
$71.6K
|
|
Jul 31, 2023
Q2 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-2.38K- 83.61% |
$81.1K - $85.9K
|
467
$19.1K
|
|
Q1 2023 | |||||||
May 15, 2023
Q1 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-11.9K- 41.16% |
$383K - $405K
|
17K
$695K
|
|
Q3 2022 | |||||||
Nov 01, 2022
Q3 2022
|
Triumph Capital Management
|
SELL
|
- |
-4.08K- 38.19% |
$128K - $136K
|
6.61K
$270K
|
|
Q2 2022 | |||||||
Jul 29, 2022
Q2 2022
|
Tria Gen Wealth Management LLC
|
SELL
|
- |
-485- 2.08% |
$15.1K - $16.7K
|
22.8K
$933K
|
|
Q1 2022 | |||||||
May 16, 2022
Q1 2022
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-100Closed |
$3.33K - $3.45K
|
0
$0
|
|
Q4 2021 | |||||||
Feb 25, 2022
Q4 2021
|
Grant Street Asset Management, Inc.
Canonsburg, PA |
SELL
|
- |
-7.13KClosed |
$239K - $246K
|
0
$0
|
|
Q3 2021 | |||||||
Nov 09, 2021
Q3 2021
|
Truadvice, LLC
Sarasota, FL |
SELL
|
- |
-36.3KClosed |
$1.21M - $1.23M
|
0
$0
|