Purchases and Sales Made in Q2 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 Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-780- 6.83% |
$30.6K - $35.1K
|
10.6K
$492K
|
|
|
Jul 15, 2025
Q2 2025
|
Lvz, Inc.
|
SELL
|
- |
-1.19K- 17.56% |
$46.7K - $53.6K
|
5.59K
$259K
|
|
|
Jul 03, 2025
Q2 2025
|
Sage Capital Advisors,Llc
|
SELL
|
- |
-1.2K- 16.27% |
$47.1K - $54K
|
6.18K
$286K
|
|
|
Aug 08, 2025
Q2 2025
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
SELL
|
- |
-1.72K- 4.18% |
$67.5K - $77.5K
|
39.5K
$1.83M
|
|
|
Aug 14, 2025
Q2 2025
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-2.02K- 25.95% |
$79.4K - $91.1K
|
5.78K
$267K
|
|
|
Jul 23, 2025
Q2 2025
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-2.6K- 34.02% |
$102K - $117K
|
5.03K
$233K
|
|
|
Aug 14, 2025
Q2 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-2.6K- 19.96% |
$102K - $117K
|
10.4K
$482K
|
|
|
Aug 08, 2025
Q2 2025
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-3.2K- 11.14% |
$126K - $144K
|
25.5K
$1.18M
|
|
|
Jul 30, 2025
Q2 2025
|
Blue Chip Wealth Advisors LLC
Milton, GA |
SELL
|
- |
-3.42K- 30.38% |
$134K - $154K
|
7.84K
$363K
|
|
|
Aug 08, 2025
Q2 2025
|
Ogorek Anthony Joseph
|
SELL
|
- |
-4.58K- 42.61% |
$180K - $206K
|
6.17K
$286K
|
|
|
Aug 04, 2025
Q2 2025
|
Spire Wealth Management
|
SELL
|
- |
-6.23K- 47.45% |
$244K - $280K
|
6.9K
$319K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-7.4K- 30.4% |
$290K - $333K
|
16.9K
$784K
|
|
|
Aug 06, 2025
Q2 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-7.57K- 89.5% |
$297K - $341K
|
888
$41.1K
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-8.34K- 7.14% |
$327K - $375K
|
109K
$5.02M
|
|
|
Aug 14, 2025
Q2 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-8.87K- 48.87% |
$348K - $399K
|
9.28K
$430K
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-9.95K- 75.58% |
$390K - $448K
|
3.21K
$149K
|
|
|
Jul 25, 2025
Q2 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-12.8K- 12.69% |
$504K - $578K
|
88.3K
$4.09M
|
|
|
Aug 14, 2025
Q2 2025
|
Schwallier Wealth Management LLC
Grand Rapids, MI |
SELL
|
- |
-14.6KClosed |
$575K - $659K
|
0
$0
|
|
|
Jul 15, 2025
Q2 2025
|
Armis Advisers, LLC
Atlanta, GA |
SELL
|
- |
-18.6K- 17.38% |
$729K - $836K
|
88.3K
$4.09M
|
|
|
Jul 23, 2025
Q2 2025
|
Reap Financial Group, LLC
Austin, TX |
SELL
|
- |
-18.6K- 16.35% |
$731K - $839K
|
95.4K
$4.42M
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
SELL
|
- |
-21.2K- 40.23% |
$833K - $956K
|
31.5K
$1.46M
|
|
|
Jul 09, 2025
Q2 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
SELL
|
- |
-42.5K- 78.73% |
$1.67M - $1.91M
|
11.5K
$531K
|
|
|
Aug 12, 2025
Q2 2025
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-128K- 93.51% |
$5.01M - $5.75M
|
8.86K
$410K
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-216K- 79.07% |
$8.47M - $9.72M
|
57.2K
$2.65M
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-365K- 87.59% |
$14.3M - $16.4M
|
51.7K
$2.39M
|