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 |
|---|---|---|---|---|---|---|---|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-365K- 87.59% |
$14.3M - $16.4M
|
51.7K
$2.37M
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-216K- 79.07% |
$8.47M - $9.72M
|
57.2K
$2.62M
|
|
|
Aug 12, 2025
Q2 2025
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-128K- 93.51% |
$5.01M - $5.75M
|
8.86K
$406K
|
|
|
Jul 09, 2025
Q2 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
SELL
|
- |
-42.5K- 78.73% |
$1.67M - $1.91M
|
11.5K
$526K
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
SELL
|
- |
-21.2K- 40.23% |
$833K - $956K
|
31.5K
$1.45M
|
|
|
Jul 23, 2025
Q2 2025
|
Reap Financial Group, LLC
Austin, TX |
SELL
|
- |
-18.6K- 16.35% |
$731K - $839K
|
95.4K
$4.37M
|
|
|
Jul 15, 2025
Q2 2025
|
Armis Advisers, LLC
Atlanta, GA |
SELL
|
- |
-18.6K- 17.38% |
$729K - $836K
|
88.3K
$4.05M
|
|
|
Aug 14, 2025
Q2 2025
|
Schwallier Wealth Management LLC
Grand Rapids, MI |
SELL
|
- |
-14.6KClosed |
$575K - $659K
|
0
$0
|
|
|
Jul 25, 2025
Q2 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-12.8K- 12.69% |
$504K - $578K
|
88.3K
$4.05M
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-9.95K- 75.58% |
$390K - $448K
|
3.21K
$147K
|
|
|
Aug 14, 2025
Q2 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-8.87K- 48.87% |
$348K - $399K
|
9.28K
$425K
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-8.34K- 7.14% |
$327K - $375K
|
109K
$4.98M
|
|
|
Aug 06, 2025
Q2 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-7.57K- 89.5% |
$297K - $341K
|
888
$40.7K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-7.4K- 30.4% |
$290K - $333K
|
16.9K
$777K
|
|
|
Aug 04, 2025
Q2 2025
|
Spire Wealth Management
|
SELL
|
- |
-6.23K- 47.45% |
$244K - $280K
|
6.9K
$316K
|
|
|
Aug 08, 2025
Q2 2025
|
Ogorek Anthony Joseph
|
SELL
|
- |
-4.58K- 42.61% |
$180K - $206K
|
6.17K
$283K
|
|
|
Jul 30, 2025
Q2 2025
|
Blue Chip Wealth Advisors LLC
Milton, GA |
SELL
|
- |
-3.42K- 30.38% |
$134K - $154K
|
7.84K
$360K
|
|
|
Aug 08, 2025
Q2 2025
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-3.2K- 11.14% |
$126K - $144K
|
25.5K
$1.17M
|
|
|
Aug 14, 2025
Q2 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-2.6K- 19.96% |
$102K - $117K
|
10.4K
$477K
|
|
|
Jul 23, 2025
Q2 2025
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-2.6K- 34.02% |
$102K - $117K
|
5.03K
$231K
|
|
|
Aug 14, 2025
Q2 2025
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-2.02K- 25.95% |
$79.4K - $91.1K
|
5.78K
$265K
|
|
|
Aug 08, 2025
Q2 2025
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
SELL
|
- |
-1.72K- 4.18% |
$67.5K - $77.5K
|
39.5K
$1.81M
|
|
|
Jul 03, 2025
Q2 2025
|
Sage Capital Advisors,Llc
|
SELL
|
- |
-1.2K- 16.27% |
$47.1K - $54K
|
6.18K
$283K
|
|
|
Jul 15, 2025
Q2 2025
|
Lvz, Inc.
|
SELL
|
- |
-1.19K- 17.56% |
$46.7K - $53.6K
|
5.59K
$256K
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-780- 6.83% |
$30.6K - $35.1K
|
10.6K
$488K
|
|
|
Aug 12, 2025
Q2 2025
|
Wood Tarver Financial Group, LLC
Boise, ID |
SELL
|
- |
-743- 1.37% |
$29.1K - $33.4K
|
53.5K
$2.45M
|
|
|
Jul 30, 2025
Q2 2025
|
Brookstone Capital Management
|
SELL
|
- |
-432- 3.31% |
$16.9K - $19.4K
|
12.6K
$579K
|
|
|
Jul 24, 2025
Q2 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-287- 1.61% |
$11.3K - $12.9K
|
17.5K
$803K
|
|
|
Aug 04, 2025
Q2 2025
|
Arbor Capital Management Inc
Anchorage, AK |
SELL
|
- |
-150- 2.82% |
$5.88K - $6.75K
|
5.16K
$237K
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-124- 1.24% |
$4.86K - $5.58K
|
9.9K
$454K
|
|
|
Aug 11, 2025
Q2 2025
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
SELL
|
- |
-80- 1.05% |
$3.14K - $3.6K
|
7.54K
$346K
|
|
|
Jul 30, 2025
Q2 2025
|
Life Wealth Investments, LLC
Winter Garden, FL |
SELL
|
- |
-68- 1.18% |
$2.67K - $3.06K
|
5.69K
$261K
|
|
|
Jul 28, 2025
Q2 2025
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-2- 0.02% |
$78.5 - $90
|
12.4K
$571K
|
|
| Q1 2025 | |||||||
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-22.6K- 59.82% |
$939K - $1.01M
|
15.2K
$696K
|
|
|
May 15, 2025
Q1 2025
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-11K- 49.11% |
$458K - $491K
|
11.4K
$524K
|
|
|
May 15, 2025
Q1 2025
|
Foguth Wealth Management, Llc.
Brighton, MI |
SELL
|
- |
-10.4K- 17.1% |
$432K - $464K
|
50.5K
$2.31M
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-2.2K- 68.78% |
$91.4K - $98.2K
|
1K
$45.9K
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-1.66K- 8.64% |
$68.9K - $73.9K
|
17.6K
$805K
|
|
|
Apr 18, 2025
Q1 2025
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-300- 13.79% |
$12.5K - $13.4K
|
1.88K
$86K
|
|
|
Apr 10, 2025
Q1 2025
|
Maltin Wealth Management, Inc.
|
SELL
|
- |
-292- 3.25% |
$12.1K - $13K
|
8.7K
$399K
|
|
|
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
$315K
|
|
|
Apr 30, 2025
Q1 2025
|
Alpha Star Capital Management, LLC
|
SELL
|
- |
-22- 0.11% |
$913 - $980
|
20K
$918K
|
|
|
May 12, 2025
Q1 2025
|
Townsquare Capital LLC
|
SELL
|
- |
-2- 0.02% |
$83 - $89.1
|
9.9K
$454K
|
|
| Q4 2024 | |||||||
|
Jan 21, 2025
Q4 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-3.23K- 50.0% |
$136K - $142K
|
3.23K
$148K
|
|
|
Feb 11, 2025
Q4 2024
|
Core First Bank & Trust
Topeka, KS |
SELL
|
- |
-2.78KClosed |
$117K - $122K
|
0
$0
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-2.27K- 30.27% |
$95.9K - $99.7K
|
5.23K
$240K
|
|
|
Feb 14, 2025
Q4 2024
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-1.5K- 4.0% |
$63.4K - $65.9K
|
36K
$1.65M
|
|
|
Feb 05, 2025
Q4 2024
|
Anfield Capital Management, LLC
Newport Beach, CA |
SELL
|
- |
-47- 5.83% |
$1.99K - $2.06K
|
759
$34.8K
|
|
| Q3 2024 | |||||||
|
Oct 31, 2024
Q3 2024
|
Spinnaker Trust
|
SELL
|
- |
-30.7K- 59.85% |
$1.22M - $1.31M
|
20.6K
$944K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-11- 0.04% |
$438 - $468
|
31K
$1.42M
|
|