Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 03, 2025
Q3 2025
|
Winnow Wealth LLC
Waco, TX |
BUY
|
- |
124KNew |
$5.59M - $5.77M
|
124K
$5.79M
|
|
|
Nov 03, 2025
Q3 2025
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
BUY
|
- |
74.6KNew |
$3.36M - $3.47M
|
74.6K
$3.48M
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
BUY
|
- |
40.9K+ 129.73% |
$1.84M - $1.9M
|
72.5K
$3.38M
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
8.85K+ 17.12% |
$399K - $412K
|
60.6K
$2.83M
|
|
|
Oct 31, 2025
Q3 2025
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
5.06KNew |
$228K - $235K
|
5.06K
$236K
|
|
|
Nov 03, 2025
Q3 2025
|
Core Wealth Partners LLC
Santa Rosa, CA |
BUY
|
- |
4.58KNew |
$206K - $213K
|
4.58K
$214K
|
|
|
Oct 15, 2025
Q3 2025
|
Santori & Peters, Inc.
|
BUY
|
- |
812+ 2.27% |
$36.6K - $37.8K
|
36.6K
$1.7M
|
|
|
Nov 03, 2025
Q3 2025
|
Arbor Capital Management Inc
Anchorage, AK |
BUY
|
- |
775+ 15.01% |
$34.9K - $36K
|
5.94K
$277K
|
|
|
Nov 04, 2025
Q3 2025
|
Ogorek Anthony Joseph
|
BUY
|
- |
640+ 10.37% |
$28.8K - $29.8K
|
6.81K
$318K
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
230+ 2.16% |
$10.4K - $10.7K
|
10.9K
$507K
|
|
|
Oct 22, 2025
Q3 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-6- 0.51% |
$270 - $279
|
1.17K
$54.6K
|
|
|
Nov 04, 2025
Q3 2025
|
Buck Wealth Strategies, LLC
Denver, CO |
SELL
|
- |
-63- 0.41% |
$2.84K - $2.93K
|
15.5K
$721K
|
|
|
Oct 07, 2025
Q3 2025
|
Ignite Planners, LLC
|
SELL
|
- |
-225- 0.58% |
$10.1K - $10.5K
|
38.5K
$1.79M
|
|
|
Oct 15, 2025
Q3 2025
|
Brookstone Capital Management
|
SELL
|
- |
-527- 4.18% |
$23.7K - $24.5K
|
12.1K
$564K
|
|
|
Nov 03, 2025
Q3 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-575- 64.75% |
$25.9K - $26.7K
|
313
$14.6K
|
|
|
Oct 20, 2025
Q3 2025
|
Life Wealth Investments, LLC
Winter Garden, FL |
SELL
|
- |
-689- 12.11% |
$31K - $32K
|
5K
$233K
|
|
|
Oct 07, 2025
Q3 2025
|
Sage Capital Advisors,Llc
|
SELL
|
- |
-1.2K- 19.43% |
$54.1K - $55.8K
|
4.98K
$232K
|
|
|
Nov 03, 2025
Q3 2025
|
Truist Financial Corp
|
SELL
|
- |
-1.34K- 6.35% |
$60.3K - $62.3K
|
19.8K
$921K
|
|
|
Nov 04, 2025
Q3 2025
|
Grantvest Financial Group LLC
Matawan, NJ |
SELL
|
- |
-1.67K- 9.79% |
$75.4K - $77.8K
|
15.4K
$719K
|
|
|
Oct 09, 2025
Q3 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-1.98K- 24.36% |
$89K - $91.8K
|
6.13K
$286K
|
|
|
Oct 23, 2025
Q3 2025
|
Evolution Wealth Management Inc.
Fort Myers, FL |
SELL
|
- |
-2.16K- 13.5% |
$97.3K - $100K
|
13.8K
$645K
|
|
|
Oct 23, 2025
Q3 2025
|
Spire Wealth Management
|
SELL
|
- |
-3.89K- 56.36% |
$175K - $181K
|
3.01K
$140K
|
|
|
Oct 06, 2025
Q3 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
SELL
|
- |
-4.26K- 12.07% |
$192K - $198K
|
31.1K
$1.45M
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-4.32K- 43.61% |
$194K - $201K
|
5.58K
$260K
|
|
|
Oct 09, 2025
Q3 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
SELL
|
- |
-4.85K- 42.22% |
$218K - $225K
|
6.63K
$309K
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-8.98K- 8.28% |
$405K - $418K
|
99.5K
$4.64M
|
|
|
Oct 23, 2025
Q3 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-23.7K- 58.76% |
$1.07M - $1.1M
|
16.6K
$775K
|
|
|
Oct 27, 2025
Q3 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-27.3K- 30.91% |
$1.23M - $1.27M
|
61K
$2.85M
|