Who owns FIRST TR EXCHNG TRADED FD VI CBOE VEST US EQT?
- Ticker: DJUN
- CUSIP Number: 33740f714
Tip: Access positions for across all investors
Analyze quarterly positions in First Tr Exchng Traded Fd Vi Cboe Vest Us Eqt with up to 7 years of data, all consolidated into one spreadsheet
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Who bought or sold FIRST TR EXCHNG TRADED FD VI CBOE VEST US EQT this quarter?
Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
---|---|---|---|---|---|
Kestra Advisory Services | 190k | $8.1M | 0% | Sep 2024 |
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Commonwealth Equity Services | 128k | $5.4M | 22% | Sep 2024 |
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Sequent Planning | 109k | $4.4M | 100% | Jun 2024 |
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Concurrent Investment Advisors | 92k | $3.9M | 100% | Sep 2024 |
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Signal Advisors Wealth | 73k | $3.1M | 100% | Sep 2024 |
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Per Stirling Capital Management | 69k | $2.9M | 4% | Sep 2024 |
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Advisor Group Holdings | 67k | $2.8M | -34% | Sep 2024 |
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Foguth Wealth Management | 64k | $2.7M | 100% | Sep 2024 |
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CWM | 62k | $2.6M | 194% | Sep 2024 |
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Tanglewood Legacy Advisors | 51k | $2.2M | -3% | Sep 2024 |
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Nations Financial Group | 51k | $2.2M | 100% | Sep 2024 |
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Cambridge Investment Research Advisors | 47k | $2.0M | 78% | Sep 2024 |
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Harbour Investments | 38k | $1.6M | -53% | Sep 2024 |
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Atria Wealth Solutions | 38k | $1.6M | 15% | Sep 2024 |
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Raymond James & Associates | 36k | $1.5M | 7% | Sep 2024 |
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Clear Creek Financial Management | 35k | $1.5M | 9% | Sep 2024 |
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Envestnet Asset Management | 35k | $1.5M | 66% | Sep 2024 |
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Cetera Investment Advisers | 34k | $1.4M | -60% | Jun 2024 |
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Santori & Peters | 34k | $1.4M | 1% | Sep 2024 |
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Strategic Blueprint | 33k | $1.4M | -1% | Sep 2024 |
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Eqis Capital Management | 32k | $1.4M | -4% | Sep 2024 |
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Ignite Planners | 32k | $1.3M | 13% | Sep 2024 |
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Raymond James Financial Services Advisors | 31k | $1.3M | 0% | Sep 2024 |
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AE Wealth Management | 30k | $1.3M | 24% | Sep 2024 |
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LPL Financial | 29k | $1.2M | 19% | Sep 2024 |
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Ameritas Advisory Services | 28k | $1.2M | -2% | Sep 2024 |
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World Equity Group | 26k | $1.1M | 100% | Sep 2024 |
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Pinnacle Wealth Planning Services | 23k | $956k | 9% | Sep 2024 |
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Sage Capital Advisors | 22k | $947k | 203% | Sep 2024 |
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Intl Fcstone | 22k | $945k | 5% | Sep 2024 |
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Branch Banking & Trust Company | 22k | $887k | 23% | Jun 2024 |
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Integrity Financial Corp | 21k | $912k | 27% | Sep 2024 |
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Spinnaker Trust | 21k | $877k | -60% | Sep 2024 |
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Rockefeller Capital Management | 20k | $824k | 0% | Jun 2024 |
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AlphaStar Capital Management | 20k | $853k | 0% | Sep 2024 |
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Envestnet Portfolio Solutions | 19k | $816k | 31% | Sep 2024 |
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Apollon Wealth Management | 18k | $758k | -6% | Sep 2024 |
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Spire Wealth Management | 17k | $739k | 477% | Sep 2024 |
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Diversify Advisory Services | 17k | $730k | 0% | Sep 2024 |
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Resources Investment Advisors | 17k | $724k | 0% | Sep 2024 |
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Sunbelt Securities | 16k | $675k | 8% | Sep 2024 |
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Stratos Wealth Partners | 16k | $663k | -2% | Sep 2024 |
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Schwallier Wealth Management | 15k | $652k | 168% | Sep 2024 |
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Janney Montgomery Scott | 15k | $622k | 85% | Sep 2024 |
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Mutual Advisors | 14k | $614k | 7% | Sep 2024 |
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Brookstone Capital Management | 13k | $564k | 1% | Sep 2024 |
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Brown Advisory Holdings Incorporated | 12k | $501k | 100% | Jun 2024 |
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First Heartland Consultants | 12k | $509k | -13% | Sep 2024 |
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Susquehanna International | 12k | $497k | -18% | Sep 2024 |
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SOA Wealth Advisors | 12k | $490k | 76% | Sep 2024 |
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Comprehensive Financial Consultants Institutional | 11k | $485k | 10% | Sep 2024 |
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Mariner Wealth Advisors | 11k | $468k | 58% | Sep 2024 |
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Capital Asset Advisory Services | 11k | $459k | 0% | Sep 2024 |
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Axxcess Wealth Management | 11k | $460k | 0% | Sep 2024 |
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Ogorek Anthony Joseph | 10k | $428k | 5754% | Sep 2024 |
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Jim Saulnier & Associates | 10k | $424k | 100% | Sep 2024 |
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Townsquare Capital | 9.9k | $422k | 29% | Sep 2024 |
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Maltin Wealth Management | 9.4k | $402k | 0% | Sep 2024 |
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Mml Investors Services | 9.4k | $399k | -6% | Sep 2024 |
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CoreFirst Bank & Trust | 8.4k | $342k | 100% | Jun 2024 |
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Focus Financial Network | 8.1k | $345k | 0% | Sep 2024 |
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Brass Tax Wealth Management | 7.6k | $324k | 0% | Sep 2024 |
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Founders Financial Securities | 7.6k | $324k | 100% | Sep 2024 |
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Change Path | 7.6k | $323k | -4% | Sep 2024 |
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Silver Oak Securities | 7.3k | $311k | 100% | Sep 2024 |
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Lunt Capital Management | 7.3k | $312k | 0% | Sep 2024 |
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Nelson, Van Denburg & Campbell Wealth Management | 6.8k | $291k | -3% | Sep 2024 |
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LVZ Advisors | 6.8k | $289k | 0% | Sep 2024 |
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Private Advisor | 6.7k | $285k | 0% | Sep 2024 |
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AlphaMark Advisors | 6.5k | $274k | -6% | Sep 2024 |
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IFP Advisors | 6.3k | $258k | -26% | Jun 2024 |
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United Capital Financial Advisers | 6.0k | $257k | 100% | Sep 2024 |
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NewEdge Wealth | 6.0k | $255k | 100% | Sep 2024 |
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Rehmann Capital Advisory | 5.6k | $239k | 0% | Sep 2024 |
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Arbor Capital Management | 5.6k | $236k | 0% | Sep 2024 |
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BlueChip Wealth Advisors | 5.4k | $223k | 100% | Jun 2024 |
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Echo Wealth Management | 5.2k | $220k | 100% | Sep 2024 |
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Insigneo Advisory Services | 5.1k | $215k | 0% | Sep 2024 |
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Citadel Advisors | 4.9k | $207k | -53% | Sep 2024 |
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Orion Portfolio Solutions | 4.8k | $204k | 100% | Sep 2024 |
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Barclays | 4.7k | $198k | 100% | Sep 2024 |
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DHJJ Financial Advisors | 2.2k | $93k | -23% | Sep 2024 |
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Glen Eagle Advisors | 2.0k | $85k | 0% | Sep 2024 |
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Nbc Securities | 1.3k | $55k | 53% | Sep 2024 |
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Archer Investment Corp | 1.0k | $45k | 0% | Sep 2024 |
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CoreCap Advisors | 1.0k | $44k | 15% | Sep 2024 |
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Anfield Capital Management | 806.00 | $34k | -1% | Sep 2024 |
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Proequities | 545.00 | $23M | -58% | Sep 2024 |
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Principal Securities | 500.00 | $21k | 0% | Sep 2024 |
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Capital Investment Advisory Services | 450.00 | $19k | 100% | Sep 2024 |
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Hartford Financial Management | 26.00 | $1.1k | 0% | Sep 2024 |
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Who sold out of First Tr Exchng Traded Fd Vi Cboe Vest Us Eqt?
Fund or Company Name | Date Sold | Shares Held | Valued At |
---|---|---|---|
Old Mission Capital | Mar 2024 | 24k | $959k |
Virtue Capital Management | Mar 2024 | 11k | $431k |
Ergawealth Advisors | Jun 2024 | 5.9k | $240k |
H D Vest Advisory Services | Mar 2024 | 5.3k | $211k |
Wealth Enhancement Advisory Services | Mar 2024 | 5.1k | $204k |
Chris Bulman | Jun 2024 | 4.6k | $190k |
Wetzel Investment Advisors | Jun 2024 | 647.00 | $26k |
Blue Bell Private Wealth Management | Jun 2024 | 539.00 | $22k |