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 |
|---|---|---|---|---|---|---|---|
|
Apr 29, 2025
Q1 2025
|
Wood Tarver Financial Group, LLC
Boise, ID |
SELL
|
- |
-20.3K- 31.13% |
$822K - $878K
|
45K
$2M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
4.96K+ 3.14% |
$201K - $214K
|
163K
$7.24M
|
|
|
Apr 29, 2025
Q1 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-3.93K- 42.74% |
$159K - $169K
|
5.26K
$233K
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
SELL
|
- |
-4.09K- 2.65% |
$165K - $177K
|
150K
$6.67M
|
|
|
Apr 28, 2025
Q1 2025
|
Arbor Capital Management Inc
Anchorage, AK |
BUY
|
- |
364+ 4.83% |
$14.7K - $15.7K
|
7.9K
$351K
|
|
|
Apr 28, 2025
Q1 2025
|
Smart Money Group LLC
|
SELL
|
- |
-149K- 88.98% |
$6.01M - $6.42M
|
18.4K
$818K
|
|
|
Apr 28, 2025
Q1 2025
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-200- 1.59% |
$8.09K - $8.63K
|
12.4K
$549K
|
|
|
Apr 28, 2025
Q1 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
22.6KNew |
$913K - $975K
|
22.6K
$1M
|
|
|
Apr 25, 2025
Q1 2025
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-2.45K- 16.9% |
$99.2K - $106K
|
12.1K
$535K
|
|
|
Apr 25, 2025
Q1 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
129+ 0.26% |
$5.22K - $5.57K
|
49K
$2.18M
|
|
|
Apr 24, 2025
Q1 2025
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-14.8K- 33.67% |
$597K - $637K
|
29.1K
$1.29M
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
SELL
|
- |
-7.42K- 13.22% |
$300K - $320K
|
48.7K
$2.16M
|
|
|
Apr 23, 2025
Q1 2025
|
Ferguson Shapiro LLC
|
SELL
|
- |
-186- 0.73% |
$7.52K - $8.03K
|
25.2K
$1.12M
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
SELL
|
- |
-281- 33.37% |
$11.4K - $12.1K
|
561
$24.9K
|
|
|
Apr 23, 2025
Q1 2025
|
Holistic Planning, LLC
Nacogdoches, TX |
BUY
|
- |
110+ 1.95% |
$4.45K - $4.75K
|
5.75K
$255K
|
|
|
Apr 22, 2025
Q1 2025
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
SELL
|
- |
-20- 0.19% |
$809 - $863
|
10.3K
$459K
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-2.58K- 4.81% |
$104K - $111K
|
51.1K
$2.27M
|
|
|
Apr 22, 2025
Q1 2025
|
Buck Wealth Strategies, LLC
Denver, CO |
BUY
|
- |
7.81KNew |
$316K - $337K
|
7.81K
$347K
|
|
|
Apr 21, 2025
Q1 2025
|
Life Wealth Investments, LLC
Winter Garden, FL |
BUY
|
- |
22K+ 34.49% |
$890K - $950K
|
85.8K
$3.81M
|
|
|
Apr 18, 2025
Q1 2025
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-107- 64.07% |
$4.33K - $4.62K
|
60
$2.66K
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-3.22K- 2.11% |
$130K - $139K
|
150K
$6.65M
|
|
|
Apr 16, 2025
Q1 2025
|
Hickory Asset Management, Inc.
Concord, OH |
SELL
|
- |
-1.35K- 1.01% |
$54.7K - $58.4K
|
133K
$5.89M
|
|
|
Apr 15, 2025
Q1 2025
|
Spectrum Asset Management, Inc.
|
SELL
|
- |
-5K- 45.58% |
$202K - $216K
|
5.97K
$265K
|
|
|
Apr 10, 2025
Q1 2025
|
Beacon Financial Group
|
SELL
|
- |
-4.03K- 25.77% |
$163K - $174K
|
11.6K
$515K
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
5.89K+ 117800.0% |
$238K - $254K
|
5.9K
$262K
|
|
| Q4 2024 | |||||||
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
2.7K+ 1.48% |
$111K - $115K
|
185K
$8.23M
|
|
|
Feb 14, 2025
Q4 2024
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
9.52KNew |
$391K - $406K
|
9.52K
$423K
|
|
|
Feb 14, 2025
Q4 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
4.98KNew |
$205K - $212K
|
4.98K
$221K
|
|
|
Feb 14, 2025
Q4 2024
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
10.8KNew |
$444K - $460K
|
10.8K
$479K
|
|
|
Feb 14, 2025
Q4 2024
|
Topsail Wealth Management, LLC
Charlotte, NC |
BUY
|
- |
500New |
$20.5K - $21.3K
|
500
$22.2K
|
|
|
Feb 14, 2025
Q4 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
25KNew |
$1.03M - $1.06M
|
25K
$1.11M
|
|
|
Feb 14, 2025
Q4 2024
|
Schwallier Wealth Management LLC
Grand Rapids, MI |
SELL
|
- |
-2.5K- 26.23% |
$103K - $107K
|
7.03K
$312K
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
13.1KNew |
$537K - $556K
|
13.1K
$580K
|
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
410+ 5.43% |
$16.8K - $17.5K
|
7.96K
$353K
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-2.85K- 16.33% |
$117K - $121K
|
14.6K
$649K
|
|
|
Feb 06, 2025
Q4 2024
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-1.65K- 18.3% |
$67.7K - $70.2K
|
7.36K
$327K
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
410+ 5.43% |
$16.8K - $17.5K
|
7.96K
$353K
|
|
|
Jan 24, 2025
Q4 2024
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
SELL
|
- |
-708- 7.05% |
$29.1K - $30.2K
|
9.34K
$415K
|
|
|
Jan 23, 2025
Q4 2024
|
Five Pine Wealth Management
Coeur D Alene, ID |
BUY
|
- |
5.06KNew |
$208K - $216K
|
5.06K
$225K
|
|
|
Jan 16, 2025
Q4 2024
|
Cambridge Advisors Inc.
|
SELL
|
- |
-500- 8.27% |
$20.5K - $21.3K
|
5.55K
$246K
|
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
13KNew |
$534K - $554K
|
13K
$577K
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
SELL
|
- |
-35- 0.72% |
$1.44K - $1.49K
|
4.84K
$215K
|
|
| Q3 2024 | |||||||
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
205New |
$7.96K - $8.49K
|
205
$9.1K
|
|
|
Nov 14, 2024
Q3 2024
|
Sequent Planning LLC
Omaha, NE |
BUY
|
- |
12.4K+ 172.09% |
$480K - $512K
|
19.6K
$869K
|
|
|
Nov 13, 2024
Q3 2024
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
13KNew |
$505K - $538K
|
13K
$577K
|
|
|
Nov 13, 2024
Q3 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
2.4KNew |
$93.1K - $99.3K
|
2.4K
$106K
|
|
|
Nov 13, 2024
Q3 2024
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-1.84K- 8.3% |
$71.2K - $76K
|
20.3K
$900K
|
|
|
Nov 13, 2024
Q3 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
6.58KNew |
$255K - $273K
|
6.58K
$292K
|
|
|
Nov 12, 2024
Q3 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
630New |
$24.5K - $26.1K
|
630
$28K
|
|
|
Nov 12, 2024
Q3 2024
|
Jim Saulnier & Associates, LLC
Fort Collins, CO |
BUY
|
- |
6.13KNew |
$238K - $254K
|
6.13K
$272K
|
|