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 |
|---|---|---|---|---|---|---|---|
|
Jan 23, 2025
Q4 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-5.38K- 16.57% |
$227K - $236K
|
27.1K
$1.2M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-4.26K- 29.11% |
$180K - $187K
|
10.4K
$458K
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-3.42K- 12.31% |
$144K - $150K
|
24.3K
$1.07M
|
|
|
Jan 21, 2025
Q4 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-3.23K- 50.0% |
$136K - $142K
|
3.23K
$142K
|
|
|
Jan 27, 2025
Q4 2024
|
Foguth Wealth Management, Llc.
Brighton, MI |
SELL
|
- |
-2.86K- 4.48% |
$121K - $125K
|
60.9K
$2.69M
|
|
|
Jan 13, 2025
Q4 2024
|
Ignite Planners, LLC
|
SELL
|
- |
-2.47K- 7.83% |
$104K - $108K
|
29.1K
$1.28M
|
|
|
Jan 13, 2025
Q4 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
SELL
|
- |
-1.89K- 2.6% |
$79.8K - $83K
|
70.7K
$3.12M
|
|
|
Jan 23, 2025
Q4 2024
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-1.79K- 5.11% |
$75.6K - $78.6K
|
33.2K
$1.47M
|
|
|
Jan 16, 2025
Q4 2024
|
Maltin Wealth Management, Inc.
|
SELL
|
- |
-456- 4.83% |
$19.3K - $20K
|
8.99K
$397K
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-390- 2.72% |
$16.5K - $17.1K
|
14K
$616K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-100- 0.64% |
$4.23K - $4.39K
|
15.5K
$684K
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
SELL
|
- |
-24- 0.18% |
$1.01K - $1.05K
|
13.2K
$584K
|
|
|
Jan 28, 2025
Q4 2024
|
Alpha Star Capital Management, LLC
|
SELL
|
- |
-19- 0.09% |
$803 - $835
|
20K
$885K
|
|
| Q3 2024 | |||||||
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-42.6K- 52.69% |
$1.7M - $1.81M
|
38.3K
$1.69M
|
|
|
Oct 31, 2024
Q3 2024
|
Spinnaker Trust
|
SELL
|
- |
-30.7K- 59.85% |
$1.22M - $1.31M
|
20.6K
$909K
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-14.1K- 17.54% |
$564K - $602K
|
66.5K
$2.94M
|
|
|
Nov 14, 2024
Q3 2024
|
Sequent Planning LLC
Omaha, NE |
SELL
|
- |
-6.01K- 5.54% |
$239K - $256K
|
102K
$4.52M
|
|
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-5.49K- 52.99% |
$219K - $234K
|
4.87K
$215K
|
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-2.58K- 18.1% |
$103K - $110K
|
11.7K
$515K
|
|
|
Oct 15, 2024
Q3 2024
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
SELL
|
- |
-1.77K- 3.34% |
$70.4K - $75.2K
|
51K
$2.25M
|
|
|
Nov 05, 2024
Q3 2024
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-1.74K- 12.72% |
$69.4K - $74.1K
|
12K
$528K
|
|
|
Nov 13, 2024
Q3 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-1.38K- 4.12% |
$54.9K - $58.6K
|
32K
$1.41M
|
|
|
Nov 04, 2024
Q3 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-1.23K- 6.47% |
$49.1K - $52.4K
|
17.8K
$786K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-746- 57.78% |
$29.7K - $31.7K
|
545
$24.1K
|
|
|
Oct 22, 2024
Q3 2024
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-635- 22.6% |
$25.3K - $27K
|
2.18K
$96K
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-592- 5.94% |
$23.6K - $25.2K
|
9.38K
$414K
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-414- 0.22% |
$16.5K - $17.6K
|
190K
$8.4M
|
|
|
Nov 13, 2024
Q3 2024
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-318- 4.02% |
$12.7K - $13.5K
|
7.59K
$335K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-11- 0.04% |
$438 - $468
|
31K
$1.37M
|
|
|
Nov 08, 2024
Q3 2024
|
Anfield Capital Management, LLC
Newport Beach, CA |
SELL
|
- |
-10- 1.23% |
$399 - $426
|
806
$35.6K
|
|
| Q2 2024 | |||||||
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-2.25K- 26.32% |
$88.4K - $92.2K
|
6.3K
$278K
|
|
| Q1 2024 | |||||||
|
Apr 23, 2024
Q1 2024
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
SELL
|
- |
-13- 1.97% |
$489 - $520
|
647
$28.6K
|
|
| Q4 2023 | |||||||
|
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
|
|
|
Feb 08, 2024
Q4 2023
|
Fsb Premier Wealth Management, Inc.
|
SELL
|
- |
-150- 2.35% |
$5.18K - $5.71K
|
6.24K
$276K
|
|
| Q2 2023 | |||||||
|
Jul 10, 2023
Q2 2023
|
City State Bank
Norwalk, IA |
SELL
|
- |
-4.4K- 71.54% |
$150K - $159K
|
1.75K
$77.3K
|
|
|
Jul 31, 2023
Q2 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-2.38K- 83.61% |
$81.1K - $85.9K
|
467
$20.6K
|
|
| Q1 2023 | |||||||
|
May 15, 2023
Q1 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-11.9K- 41.16% |
$383K - $405K
|
17K
$751K
|
|
| Q3 2022 | |||||||
|
Nov 01, 2022
Q3 2022
|
Triumph Capital Management
|
SELL
|
- |
-4.08K- 38.19% |
$126K - $136K
|
6.61K
$292K
|
|
| Q2 2022 | |||||||
|
Jul 29, 2022
Q2 2022
|
Tria Gen Wealth Management LLC
|
SELL
|
- |
-485- 2.08% |
$15.1K - $16.7K
|
22.8K
$1.01M
|
|
| 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
|
|
|
Oct 19, 2021
Q3 2021
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-12.4KClosed |
$411K - $420K
|
0
$0
|
|
|
Nov 05, 2021
Q3 2021
|
1 St Source Bank
|
SELL
|
- |
-75- 0.7% |
$2.5K - $2.55K
|
10.7K
$471K
|
|
| Q2 2021 | |||||||
|
Mar 22, 2023
Q2 2021
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-25.6K- 98.93% |
$845K - $859K
|
277
$12.2K
|
|
|
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
|
|