Purchases and Sales Made in Q3 2023 in First Tr Ex Trd Viii Cboe Vest (DJUN)

DJUN Quotes by TradingView

This table provides information about the institutional ownership of First Tr Ex Trd Viii Cboe Vest (DJUN) during Q3 2023. 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
Nov 08, 2023 Q3 2023
Janney Montgomery Scott LLC

BUY
 -
53.4K
+ 111.72%
$1.88M - $1.96M
101K $4.29M
Nov 08, 2023 Q3 2023
Spinnaker Trust

BUY
 -
36.2K
New
$1.28M - $1.33M
36.2K $1.53M
Oct 23, 2023 Q3 2023
Commonwealth Equity Services, LLC

BUY
 -
30.8K
+ 35.56%
$1.09M - $1.13M
118K $4.99M
Oct 23, 2023 Q3 2023
Clear Creek Financial Management, LLC

BUY
 -
20.4K
+ 73.25%
$720K - $748K
48.2K $2.05M
Nov 14, 2023 Q3 2023
Vivaldi Capital Management LP

Chicago, IL
BUY
 -
14.9K
New
$527K - $547K
14.9K $634K
Oct 11, 2023 Q3 2023
Ae Wealth Management LLC

BUY
 -
14.7K
+ 44.28%
$519K - $540K
48K $2.04M
Nov 13, 2023 Q3 2023
Envestnet Asset Management Inc

BUY
 -
14K
+ 14.99%
$494K - $513K
107K $4.56M
Nov 13, 2023 Q3 2023
Envestnet Portfolio Solutions, Inc.

Berwyn, PA
BUY
 -
13.6K
New
$481K - $500K
13.6K $579K
Nov 14, 2023 Q3 2023
Mml Investors Services, LLC

Springfield, MA
BUY
 -
11.5K
New
$405K - $421K
11.5K $487K
Oct 24, 2023 Q3 2023
Raymond James & Associates

St Petersburg, FL
BUY
 -
11.3K
+ 177.72%
$400K - $416K
17.7K $752K
Nov 13, 2023 Q3 2023
Mariner, LLC

Overland Park, KS
BUY
 -
9.76K
New
$344K - $358K
9.76K $414K
Nov 15, 2023 Q3 2023
Harbour Investments, Inc.

Madison, WI
BUY
 -
8.86K
+ 12.71%
$312K - $325K
78.5K $3.33M
Nov 13, 2023 Q3 2023
Advisor Group Holdings, Inc.

Phoenix, AZ
BUY
 -
8.74K
+ 6.45%
$308K - $320K
144K $6.13M
Nov 08, 2023 Q3 2023
Atria Wealth Solutions, Inc.

New York, NY
BUY
 -
8.49K
+ 85.94%
$299K - $311K
18.4K $780K
Nov 14, 2023 Q3 2023
Old Mission Capital LLC

BUY
 -
8.43K
New
$297K - $309K
8.43K $358K
Nov 14, 2023 Q3 2023
Susquehanna International Group, LLP

Bala Cynwyd, PA
BUY
 -
8.33K
New
$294K - $305K
8.33K $354K
Nov 07, 2023 Q3 2023
Avantax Advisory Services, Inc.

BUY
 -
7.79K
New
$275K - $286K
7.79K $331K
Oct 11, 2023 Q3 2023
Cwm, LLC

BUY
 -
6.37K
+ 68.73%
$225K - $234K
15.6K $664K
Oct 11, 2023 Q3 2023
Legacy Private Trust Co.

BUY
 -
6.05K
New
$214K - $222K
6.05K $257K
Oct 31, 2023 Q3 2023
Alpha Mark Advisors, LLC

Ft. Wright, KY
BUY
 -
6K
New
$212K - $220K
6K $255K
Oct 24, 2023 Q3 2023
Raymond James Financial Services Advisors, Inc.

St. Petersburg, FL
BUY
 -
5.58K
+ 83.95%
$197K - $205K
12.2K $519K
Oct 24, 2023 Q3 2023
Stratos Wealth Partners, Ltd.

BUY
 -
5.38K
+ 47.36%
$190K - $197K
16.8K $711K
Nov 14, 2023 Q3 2023
Royal Bank Of Canada

Toronto, A6
BUY
 -
4.83K
New
$170K - $177K
4.83K $205K
Nov 14, 2023 Q3 2023
Cetera Advisors LLC

Denver, CO
BUY
 -
4.07K
+ 18.75%
$143K - $149K
25.7K $1.09M
Oct 10, 2023 Q3 2023
Dhjj Financial Advisors, Ltd.

BUY
 -
3.31K
New
$117K - $121K
3.31K $141K
Nov 14, 2023 Q3 2023
Truist Financial Corp

BUY
 -
3.15K
+ 21.0%
$111K - $115K
18.1K $769K
Oct 30, 2023 Q3 2023
Blue Bell Private Wealth Management, LLC

BUY
 -
2.96K
New
$104K - $109K
2.96K $126K
Nov 13, 2023 Q3 2023
Ameritas Advisory Services, LLC

Lincoln, NE
BUY
 -
2.88K
+ 16.42%
$102K - $106K
20.4K $867K
Nov 13, 2023 Q3 2023
Integrity Financial Corp

BUY
 -
2.53K
+ 21.94%
$89.2K - $92.7K
14K $596K
Oct 18, 2023 Q3 2023
Strategic Blueprint, LLC

Atlanta, GA
BUY
 -
1.97K
+ 7.6%
$69.6K - $72.4K
28K $1.19M
Nov 09, 2023 Q3 2023
First Heartland Consultants, Inc.

BUY
 -
1.71K
+ 11.21%
$60.2K - $62.6K
16.9K $719K
Oct 19, 2023 Q3 2023
Ogorek Anthony Joseph

BUY
 -
1.46K
New
$51.5K - $53.5K
1.46K $61.9K
Nov 08, 2023 Q3 2023
Spire Wealth Management

BUY
 -
1.33K
+ 36.99%
$46.8K - $48.7K
4.91K $209K
Nov 03, 2023 Q3 2023
Nbc Securities, Inc.

Birmingham, AL
BUY
 -
913
New
$32.2K - $33.5K
913 $38.8K
Nov 09, 2023 Q3 2023
Kestra Advisory Services, LLC

BUY
 -
382
+ 1.11%
$13.5K - $14K
34.7K $1.47M
Oct 12, 2023 Q3 2023
Ifp Advisors, Inc

BUY
 -
227
+ 2.49%
$8.01K - $8.32K
9.33K $396K
Oct 10, 2023 Q3 2023
Ignite Planners, LLC

BUY
 -
15
+ 0.05%
$529 - $550
27.9K $1.18M
Nov 14, 2023 Q3 2023
Fsb Premier Wealth Management, Inc.

SELL
 -
-139
- 2.13%
$4.9K - $5.1K
6.39K $271K
Oct 20, 2023 Q3 2023
Echo Wealth Management, LLC

SELL
 -
-588
- 8.92%
$20.7K - $21.6K
6K $255K
Oct 24, 2023 Q3 2023
Cambridge Investment Research Advisors, Inc.

SELL
 -
-798
- 2.19%
$28.2K - $29.3K
35.6K $1.51M
Nov 13, 2023 Q3 2023
Epg Wealth Management LLC

Atlanta, GA
SELL
 -
-800
- 3.21%
$28.2K - $29.3K
24.1K $1.02M
Oct 10, 2023 Q3 2023
Maltin Wealth Management, Inc.

SELL
 -
-857
- 2.78%
$30.2K - $31.4K
30K $1.27M
Nov 13, 2023 Q3 2023
Mutual Advisors, LLC

Casper, WY
SELL
 -
-2.52K
- 12.04%
$88.9K - $92.4K
18.4K $782K
Oct 24, 2023 Q3 2023
Hartford Financial Management Inc.

SELL
 -
-2.59K
- 23.7%
$91.5K - $95.1K
8.35K $354K
Nov 14, 2023 Q3 2023
Cetera Investment Advisers

Schaumburg, IL
SELL
 -
-3.7K
- 22.07%
$130K - $135K
13K $554K
Nov 14, 2023 Q3 2023
Apollon Wealth Management, LLC

Mount Pleasant, SC
SELL
 -
-3.7K
- 12.56%
$131K - $136K
25.8K $1.09M
Nov 08, 2023 Q3 2023
Alpha Star Capital Management, LLC

SELL
 -
-4.48K
- 22.33%
$158K - $164K
15.6K $661K
Nov 15, 2023 Q3 2023
Townsquare Capital LLC

SELL
 -
-7K
- 47.75%
$247K - $257K
7.66K $325K
Nov 14, 2023 Q3 2023
Per Stirling Capital Management, Llc.

Austin, TX
SELL
 -
-17.6K
- 22.58%
$622K - $647K
60.5K $2.57M

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