Purchases and Sales Made in Q3 2021 in First Tr Exch Trd Fd Viii Ft C (DJUL)
This table provides information about the institutional ownership of First Tr Exch Trd Fd Viii Ft C (DJUL) during Q3 2021. The information is specifically focused on institutions that hold shares of FIRST TR EXCH-TRD FD VIII FT C.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Oct 29, 2021
Q3 2021
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
107K+ 1014.76% |
$3.47M - $3.54M
|
117K
$4.99M
|
|
Nov 01, 2021
Q3 2021
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
53.9KNew |
$1.75M - $1.79M
|
53.9K
$2.29M
|
|
Dec 09, 2021
Q3 2021
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
50.3KNew |
$1.63M - $1.67M
|
50.3K
$2.14M
|
|
Nov 15, 2021
Q3 2021
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
31.6KNew |
$1.02M - $1.05M
|
31.6K
$1.34M
|
|
Oct 13, 2021
Q3 2021
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
19.6KNew |
$634K - $648K
|
19.6K
$832K
|
|
Nov 15, 2021
Q3 2021
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
19.1KNew |
$620K - $633K
|
19.1K
$813K
|
|
Nov 16, 2021
Q3 2021
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
17.8K+ 227.62% |
$578K - $590K
|
25.6K
$1.09M
|
|
Nov 12, 2021
Q3 2021
|
Old Mission Capital LLC
|
BUY
|
- |
16.5K+ 53.69% |
$534K - $546K
|
47.2K
$2.01M
|
|
Oct 13, 2021
Q3 2021
|
Cypress Wealth Services, LLC
|
BUY
|
- |
15.2KNew |
$492K - $502K
|
15.2K
$645K
|
|
Nov 05, 2021
Q3 2021
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
15K+ 122.03% |
$485K - $496K
|
27.2K
$1.16M
|
|
Nov 12, 2021
Q3 2021
|
3 D/L Capital Management, LLC
|
BUY
|
- |
14.1KNew |
$459K - $469K
|
14.1K
$602K
|
|
Nov 02, 2021
Q3 2021
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
13.2K+ 171.81% |
$427K - $436K
|
20.8K
$885K
|
|
Nov 01, 2021
Q3 2021
|
Ae Wealth Management LLC
|
BUY
|
- |
11.3KNew |
$366K - $374K
|
11.3K
$480K
|
|
Nov 05, 2021
Q3 2021
|
1 St Source Bank
|
BUY
|
- |
8.34KNew |
$270K - $276K
|
8.34K
$355K
|
|
Nov 15, 2021
Q3 2021
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
7.7KNew |
$250K - $255K
|
7.7K
$327K
|
|
Nov 15, 2021
Q3 2021
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
7.56KNew |
$245K - $250K
|
7.56K
$321K
|
|
Oct 19, 2021
Q3 2021
|
Kestra Advisory Services, LLC
|
BUY
|
- |
6.7KNew |
$217K - $222K
|
6.7K
$285K
|
|
Nov 16, 2021
Q3 2021
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
5.14K+ 30.07% |
$167K - $170K
|
22.2K
$945K
|
|
Mar 22, 2023
Q3 2021
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
4.65K+ 69.98% |
$151K - $154K
|
11.3K
$480K
|
|
Oct 06, 2021
Q3 2021
|
Ifp Advisors, Inc
|
BUY
|
- |
2.19KNew |
$71K - $72.6K
|
2.19K
$93.1K
|
|
Nov 12, 2021
Q3 2021
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
750New |
$24.3K - $24.8K
|
750
$31.9K
|
|
Nov 02, 2021
Q3 2021
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
605New |
$19.6K - $20K
|
605
$25.7K
|
|
Nov 15, 2021
Q3 2021
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
477+ 6.29% |
$15.5K - $15.8K
|
8.06K
$343K
|
|
Oct 14, 2021
Q3 2021
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
300New |
$9.73K - $9.94K
|
300
$12.8K
|
|
Nov 09, 2021
Q3 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Nov 15, 2021
Q3 2021
|
Triumph Capital Management
|
SELL
|
- |
-3.93K- 27.73% |
$128K - $130K
|
10.3K
$436K
|
|
Nov 15, 2021
Q3 2021
|
Ubs Group Ag
|
SELL
|
- |
-4.64K- 79.4% |
$150K - $154K
|
1.2K
$51.2K
|
|
Nov 12, 2021
Q3 2021
|
Wolverine Trading, LLC
Chicago, IL |
SELL
|
- |
-8.51KClosed |
$276K - $282K
|
0
$0
|
|
Nov 09, 2021
Q3 2021
|
Truadvice, LLC
Sarasota, FL |
SELL
|
- |
-33.9K- 81.31% |
$1.1M - $1.12M
|
7.8K
$332K
|