Purchases and Sales Made in Q1 2025 in First Tr Ex Trd Viii Cboe Vest (DJUN)
This table provides information about the institutional ownership of First Tr Ex Trd Viii Cboe Vest (DJUN) during Q1 2025. The information is specifically focused on institutions that hold shares of FIRST TR EX-TRD VIII CBOE VEST.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
386K+ 1244.37% |
$16M - $17.2M
|
417K
$17.4M
|
|
|
Apr 16, 2025
Q1 2025
|
Seros Financial, LLC
Tempe, AZ |
BUY
|
- |
180KNew |
$7.47M - $8.01M
|
180K
$7.5M
|
|
|
Apr 22, 2025
Q1 2025
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
12.6KNew |
$523K - $561K
|
12.6K
$525K
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
10KNew |
$416K - $446K
|
10K
$418K
|
|
|
Apr 22, 2025
Q1 2025
|
Buck Wealth Strategies, LLC
Denver, CO |
BUY
|
- |
8.75KNew |
$363K - $390K
|
8.75K
$365K
|
|
|
Apr 28, 2025
Q1 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
7.33KNew |
$304K - $327K
|
7.33K
$306K
|
|
|
Apr 28, 2025
Q1 2025
|
Arbor Capital Management Inc
Anchorage, AK |
BUY
|
- |
5.31KNew |
$221K - $237K
|
5.31K
$222K
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
5.02K+ 19.78% |
$208K - $224K
|
30.4K
$1.27M
|
|
|
Apr 29, 2025
Q1 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
2.89K+ 2.94% |
$120K - $129K
|
101K
$4.22M
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
1.05K+ 10.15% |
$43.7K - $46.9K
|
11.4K
$476K
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
323New |
$13.4K - $14.4K
|
323
$13.5K
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
BUY
|
- |
52+ 0.3% |
$2.16K - $2.32K
|
17.3K
$724K
|
|
|
Apr 25, 2025
Q1 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
20+ 0.08% |
$830 - $891
|
24.3K
$1.02M
|
|
|
Apr 30, 2025
Q1 2025
|
Alpha Star Capital Management, LLC
|
SELL
|
- |
-22- 0.11% |
$913 - $980
|
20K
$835K
|
|
|
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
$286K
|
|
|
Apr 29, 2025
Q1 2025
|
Brookstone Capital Management
|
SELL
|
- |
-174- 1.32% |
$7.22K - $7.75K
|
13.1K
$544K
|
|
|
Apr 10, 2025
Q1 2025
|
Maltin Wealth Management, Inc.
|
SELL
|
- |
-292- 3.25% |
$12.1K - $13K
|
8.7K
$363K
|
|
|
Apr 18, 2025
Q1 2025
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-300- 13.79% |
$12.5K - $13.4K
|
1.88K
$78.2K
|
|
|
Apr 16, 2025
Q1 2025
|
Hickory Asset Management, Inc.
Concord, OH |
SELL
|
- |
-500- 0.68% |
$20.8K - $22.3K
|
72.7K
$3.03M
|
|
|
Apr 28, 2025
Q1 2025
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-1.5K- 10.76% |
$62.3K - $66.9K
|
12.5K
$519K
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-1.66K- 8.64% |
$68.9K - $73.9K
|
17.6K
$732K
|
|
|
Apr 29, 2025
Q1 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-2.51K- 9.25% |
$104K - $112K
|
24.6K
$1.03M
|
|
|
Apr 21, 2025
Q1 2025
|
Life Wealth Investments, LLC
Winter Garden, FL |
SELL
|
- |
-2.96K- 33.96% |
$123K - $132K
|
5.76K
$240K
|
|
|
Apr 29, 2025
Q1 2025
|
Wood Tarver Financial Group, LLC
Boise, ID |
SELL
|
- |
-3.49K- 6.05% |
$145K - $156K
|
54.2K
$2.26M
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
SELL
|
- |
-4.24K- 24.41% |
$176K - $189K
|
13.1K
$547K
|
|
|
Apr 24, 2025
Q1 2025
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-4.52K- 29.34% |
$188K - $201K
|
10.9K
$454K
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
SELL
|
- |
-7.02K- 11.74% |
$291K - $313K
|
52.8K
$2.2M
|
|
|
Apr 22, 2025
Q1 2025
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
SELL
|
- |
-7.95K- 16.19% |
$330K - $354K
|
41.2K
$1.72M
|
|
|
Apr 04, 2025
Q1 2025
|
Sage Capital Advisors,Llc
|
SELL
|
- |
-14.9K- 66.86% |
$618K - $663K
|
7.38K
$308K
|
|
|
Apr 10, 2025
Q1 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
SELL
|
- |
-16.7K- 23.61% |
$693K - $743K
|
54K
$2.25M
|
|
|
Apr 25, 2025
Q1 2025
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-25.6K- 77.04% |
$1.06M - $1.14M
|
7.63K
$318K
|