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 |
|---|---|---|---|---|---|---|---|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-2.47K- 6.58% |
$103K - $110K
|
35.1K
$1.58M
|
|
|
Apr 29, 2025
Q1 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-2.51K- 9.25% |
$104K - $112K
|
24.6K
$1.11M
|
|
|
Apr 21, 2025
Q1 2025
|
Life Wealth Investments, LLC
Winter Garden, FL |
SELL
|
- |
-2.96K- 33.96% |
$123K - $132K
|
5.76K
$260K
|
|
|
May 29, 2025
Q1 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
SELL
|
- |
-3.28K- 10.53% |
$136K - $146K
|
27.9K
$1.26M
|
|
|
Apr 29, 2025
Q1 2025
|
Wood Tarver Financial Group, LLC
Boise, ID |
SELL
|
- |
-3.49K- 6.05% |
$145K - $156K
|
54.2K
$2.44M
|
|
|
May 07, 2025
Q1 2025
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-3.77K- 32.02% |
$156K - $168K
|
8K
$360K
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
SELL
|
- |
-4.24K- 24.41% |
$176K - $189K
|
13.1K
$591K
|
|
|
Apr 24, 2025
Q1 2025
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-4.52K- 29.34% |
$188K - $201K
|
10.9K
$490K
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-6.51K- 5.28% |
$270K - $290K
|
117K
$5.27M
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
SELL
|
- |
-7.02K- 11.74% |
$291K - $313K
|
52.8K
$2.38M
|
|
|
Apr 22, 2025
Q1 2025
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
SELL
|
- |
-7.95K- 16.19% |
$330K - $354K
|
41.2K
$1.86M
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-8.6K- 16.09% |
$357K - $383K
|
44.8K
$2.02M
|
|
|
May 15, 2025
Q1 2025
|
Foguth Wealth Management, Llc.
Brighton, MI |
SELL
|
- |
-10.4K- 17.1% |
$432K - $464K
|
50.5K
$2.27M
|
|
|
May 15, 2025
Q1 2025
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-11K- 49.11% |
$458K - $491K
|
11.4K
$515K
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-11.8K- 58.32% |
$491K - $527K
|
8.46K
$381K
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-13.2K- 6.59% |
$548K - $588K
|
187K
$8.43M
|
|
|
May 14, 2025
Q1 2025
|
Reap Financial Group, LLC
Austin, TX |
SELL
|
- |
-13.5K- 10.61% |
$562K - $603K
|
114K
$5.14M
|
|
|
Apr 04, 2025
Q1 2025
|
Sage Capital Advisors,Llc
|
SELL
|
- |
-14.9K- 66.86% |
$618K - $663K
|
7.38K
$332K
|
|
|
Apr 10, 2025
Q1 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
SELL
|
- |
-16.7K- 23.61% |
$693K - $743K
|
54K
$2.43M
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-18.9K- 29.1% |
$785K - $842K
|
46.1K
$2.08M
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-22.6K- 59.82% |
$939K - $1.01M
|
15.2K
$684K
|
|
|
Apr 25, 2025
Q1 2025
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-25.6K- 77.04% |
$1.06M - $1.14M
|
7.63K
$344K
|
|
|
May 08, 2025
Q1 2025
|
Armis Advisers, LLC
Atlanta, GA |
SELL
|
- |
-30.3K- 22.09% |
$1.26M - $1.35M
|
107K
$4.81M
|