Latest Institutional Transactions on First Tr Exch Trd Fd Viii Ft C (DJUL)
This table provides information on the latest institutional transactions involving First Tr Exch Trd Fd Viii Ft C (DJUL) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Nov 15, 2024
Q3 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
534+ 8.5% |
$20.7K - $22.1K
|
6.82K
$285K
|
|
Nov 15, 2024
Q3 2024
|
Barclays PLC
London, X0 |
BUY
|
- |
954New |
$37K - $39.5K
|
954
$39.9K
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
63.3K+ 312.36% |
$2.46M - $2.62M
|
83.5K
$3.49M
|
|
Nov 14, 2024
Q3 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
17K+ 148.28% |
$659K - $703K
|
28.4K
$1.19M
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
1.26K+ 315.04% |
$48.8K - $52.1K
|
1.66K
$69.2K
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-345- 57.69% |
$13.4K - $14.3K
|
253
$10.6K
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-3.71K- 15.95% |
$144K - $154K
|
19.6K
$818K
|
|
Nov 14, 2024
Q3 2024
|
Sequent Planning LLC
Omaha, NE |
BUY
|
- |
12.4K+ 172.09% |
$480K - $512K
|
19.6K
$818K
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
205New |
$7.96K - $8.49K
|
205
$8.57K
|
|
Nov 14, 2024
Q3 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-7.54K- 6.31% |
$293K - $312K
|
112K
$4.68M
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
37.4K+ 411.47% |
$1.45M - $1.55M
|
46.4K
$1.94M
|
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
17.9KNew |
$694K - $741K
|
17.9K
$748K
|
|
Nov 13, 2024
Q3 2024
|
Truist Financial Corp
|
BUY
|
- |
129K+ 315.95% |
$4.99M - $5.32M
|
169K
$7.07M
|
|
Nov 13, 2024
Q3 2024
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
13KNew |
$505K - $538K
|
13K
$544K
|
|
Nov 13, 2024
Q3 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
2.4KNew |
$93.1K - $99.3K
|
2.4K
$100K
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
52.3K+ 103.13% |
$2.03M - $2.17M
|
103K
$4.31M
|
|
Nov 13, 2024
Q3 2024
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-1.84K- 8.3% |
$71.2K - $76K
|
20.3K
$847K
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
277K+ 100.06% |
$10.7M - $11.5M
|
554K
$23.2M
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
8+ 0.07% |
$310 - $331
|
11.2K
$469K
|
|
Nov 13, 2024
Q3 2024
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
5.04KNew |
$196K - $209K
|
5.04K
$211K
|
|
Nov 13, 2024
Q3 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
6.58KNew |
$255K - $273K
|
6.58K
$275K
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
7.67K+ 10.71% |
$298K - $317K
|
79.3K
$3.31M
|
|
Nov 13, 2024
Q3 2024
|
Townsquare Capital LLC
|
BUY
|
- |
10.3KNew |
$400K - $427K
|
10.3K
$431K
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-6.1K- 25.88% |
$237K - $252K
|
17.5K
$730K
|
|
Nov 12, 2024
Q3 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
630New |
$24.5K - $26.1K
|
630
$26.3K
|
|
Nov 12, 2024
Q3 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
10KNew |
$388K - $414K
|
10K
$418K
|
|
Nov 12, 2024
Q3 2024
|
Founders Financial Securities LLC
|
BUY
|
- |
7.81KNew |
$303K - $324K
|
7.81K
$327K
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
182New |
$7.06K - $7.54K
|
182
$7.61K
|
|
Nov 12, 2024
Q3 2024
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-1.66K- 24.16% |
$64.4K - $68.7K
|
5.21K
$218K
|
|
Nov 12, 2024
Q3 2024
|
Stone X Group Inc.
|
BUY
|
- |
27.9KNew |
$1.08M - $1.16M
|
27.9K
$1.17M
|
|
Nov 12, 2024
Q3 2024
|
Jim Saulnier & Associates, LLC
Fort Collins, CO |
BUY
|
- |
6.13KNew |
$238K - $254K
|
6.13K
$256K
|
|
Nov 12, 2024
Q3 2024
|
Beacon Financial Group
|
BUY
|
- |
21.8KNew |
$847K - $904K
|
21.8K
$913K
|
|
Nov 12, 2024
Q3 2024
|
Larson Financial Group LLC
|
BUY
|
- |
3.12K+ 875.28% |
$121K - $129K
|
3.47K
$145K
|
|
Nov 12, 2024
Q3 2024
|
Centaurus Financial, Inc.
|
SELL
|
- |
-50- 0.62% |
$1.94K - $2.07K
|
7.97K
$333K
|
|
Nov 08, 2024
Q3 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
1KNew |
$38.8K - $41.4K
|
1K
$41.8K
|
|
Nov 08, 2024
Q3 2024
|
Ogorek Anthony Joseph
|
BUY
|
- |
43.9K+ 6.01% |
$1.7M - $1.82M
|
774K
$32.3M
|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
141+ 15.0% |
$5.47K - $5.84K
|
1.08K
$45.2K
|
|
Nov 08, 2024
Q3 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
7.55KNew |
$293K - $312K
|
7.55K
$315K
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-2.24K- 6.83% |
$86.8K - $92.6K
|
30.5K
$1.28M
|
|
Nov 08, 2024
Q3 2024
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
5K+ 500.0% |
$194K - $207K
|
6K
$251K
|
|
Nov 07, 2024
Q3 2024
|
Schwallier Wealth Management LLC
Grand Rapids, MI |
BUY
|
- |
9.53KNew |
$370K - $395K
|
9.53K
$398K
|
|
Nov 07, 2024
Q3 2024
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-5.08K- 18.27% |
$197K - $211K
|
22.7K
$951K
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
190K+ 454.42% |
$7.36M - $7.86M
|
231K
$9.68M
|
|
Nov 05, 2024
Q3 2024
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-157K- 90.81% |
$6.09M - $6.5M
|
15.9K
$665K
|
|
Nov 05, 2024
Q3 2024
|
Smart Money Group LLC
|
SELL
|
- |
-14K- 7.55% |
$545K - $581K
|
172K
$7.19M
|
|
Nov 04, 2024
Q3 2024
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
5.14KNew |
$199K - $213K
|
5.14K
$215K
|
|
Nov 04, 2024
Q3 2024
|
Arbor Capital Management Inc
Anchorage, AK |
BUY
|
- |
1.86K+ 28.78% |
$72K - $76.9K
|
8.3K
$347K
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-10.2K- 33.26% |
$397K - $423K
|
20.5K
$858K
|
|
Nov 04, 2024
Q3 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-1.83K- 22.64% |
$70.8K - $75.6K
|
6.24K
$261K
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
1.01KNew |
$39.2K - $41.8K
|
1.01K
$42.2K
|