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 |
|---|---|---|---|---|---|---|---|
|
Aug 09, 2024
Q2 2024
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
116New |
$4.37K - $4.62K
|
116
$5.43K
|
|
|
Jul 24, 2024
Q2 2024
|
Lvz, Inc.
|
BUY
|
- |
150+ 1.77% |
$5.65K - $5.97K
|
8.64K
$404K
|
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
2.42KNew |
$91K - $96.2K
|
2.42K
$113K
|
|
| Q1 2024 | |||||||
|
Feb 28, 2025
Q1 2024
|
Dogwood Wealth Management LLC
Lenexa, KS |
SELL
|
- |
-4.92KClosed |
$178K - $190K
|
0
$0
|
|
|
Dec 26, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
50New |
$1.81K - $1.93K
|
50
$2.34K
|
|
|
Jul 03, 2024
Q1 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
700New |
$25.3K - $27.1K
|
700
$32.8K
|
|
|
May 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
100New |
$3.61K - $3.87K
|
100
$4.68K
|
|
|
May 15, 2024
Q1 2024
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
11.3KNew |
$407K - $435K
|
11.3K
$527K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-22.5K- 74.06% |
$814K - $871K
|
7.89K
$369K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
6.99K+ 11.93% |
$252K - $270K
|
65.5K
$3.07M
|
|
|
Apr 19, 2024
Q1 2024
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
SELL
|
- |
-823K- 99.23% |
$29.7M - $31.8M
|
6.36K
$297K
|
|
| Q4 2023 | |||||||
|
Jul 22, 2024
Q4 2023
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
42.2KNew |
$1.4M - $1.54M
|
42.2K
$1.98M
|
|
|
Feb 15, 2024
Q4 2023
|
Encompass More Asset Management
Danville, CA |
BUY
|
- |
21.1KNew |
$700K - $770K
|
21.1K
$986K
|
|
|
Feb 14, 2024
Q4 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
35New |
$1.16K - $1.28K
|
35
$1.64K
|
|
|
Feb 12, 2024
Q4 2023
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
5.7KNew |
$190K - $208K
|
5.7K
$267K
|
|
|
Feb 08, 2024
Q4 2023
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-190- 1.9% |
$6.32K - $6.95K
|
9.81K
$459K
|
|
|
Feb 07, 2024
Q4 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
22.7KNew |
$756K - $831K
|
22.7K
$1.06M
|
|
|
Feb 05, 2024
Q4 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
7.05KNew |
$235K - $258K
|
7.05K
$330K
|
|
|
Jan 31, 2024
Q4 2023
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
512New |
$17K - $18.7K
|
512
$24K
|
|
|
Jan 30, 2024
Q4 2023
|
Scissortail Wealth Management, LLC
Tulsa, OK |
BUY
|
- |
1.77K+ 1.54% |
$58.8K - $64.6K
|
116K
$5.45M
|
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-2.23K- 8.57% |
$74.1K - $81.4K
|
23.8K
$1.11M
|
|
|
Jan 19, 2024
Q4 2023
|
Donald L. Hagan, LLC
|
SELL
|
- |
-147- 0.19% |
$4.89K - $5.37K
|
78.8K
$3.69M
|
|
|
Jan 16, 2024
Q4 2023
|
Hbw Advisory Services LLC
|
BUY
|
- |
13.8KNew |
$461K - $506K
|
13.8K
$648K
|
|
|
Jan 10, 2024
Q4 2023
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
8.98K+ 79.8% |
$299K - $328K
|
20.2K
$947K
|
|
|
Jan 08, 2024
Q4 2023
|
Capital Cs Group, LLC
|
BUY
|
- |
40.7KNew |
$1.36M - $1.49M
|
40.7K
$1.91M
|
|
| Q3 2023 | |||||||
|
Nov 14, 2023
Q3 2023
|
Stephens Inc
|
BUY
|
- |
8.59KNew |
$291K - $303K
|
8.59K
$402K
|
|
|
Nov 13, 2023
Q3 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
425+ 49.71% |
$14.4K - $15K
|
1.28K
$59.9K
|
|
|
Nov 13, 2023
Q3 2023
|
Truadvice, LLC
Sarasota, FL |
BUY
|
- |
2.33K+ 29.81% |
$78.9K - $82.1K
|
10.1K
$474K
|
|
|
Nov 13, 2023
Q3 2023
|
Milestone Asset Management, LLC
Pittsburgh, PA |
BUY
|
- |
689KNew |
$23.4M - $24.3M
|
689K
$32.2M
|
|
|
Oct 05, 2023
Q3 2023
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
676KNew |
$22.9M - $23.9M
|
676K
$31.7M
|
|
| Q2 2023 | |||||||
|
Aug 01, 2023
Q2 2023
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
298New |
$9.58K - $10.3K
|
298
$13.9K
|
|
|
Jul 19, 2023
Q2 2023
|
Eudaimonia Partners, LLC
Winchester, TN |
BUY
|
- |
5.9KNew |
$190K - $205K
|
5.9K
$276K
|
|
|
Jul 18, 2023
Q2 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
138+ 1.56% |
$4.44K - $4.79K
|
8.99K
$421K
|
|
| Q1 2023 | |||||||
|
Apr 18, 2023
Q1 2023
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-1.43K- 4.06% |
$43.9K - $46.5K
|
33.9K
$1.58M
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
1.02K+ 607.78% |
$30K - $32.2K
|
1.18K
$55.3K
|
|
|
Feb 07, 2023
Q4 2022
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
6.92KNew |
$204K - $219K
|
6.92K
$324K
|
|
|
Jan 30, 2023
Q4 2022
|
Echo Wealth Management, LLC
|
BUY
|
- |
4.04K+ 54.2% |
$119K - $128K
|
11.5K
$537K
|
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
100New |
$2.95K - $3.17K
|
100
$4.68K
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
18.4KNew |
$547K - $591K
|
18.4K
$863K
|
|
|
Nov 01, 2022
Q3 2022
|
Strategic Asset Management, LLC
|
BUY
|
- |
1.54K+ 89.25% |
$45.8K - $49.5K
|
3.27K
$153K
|
|
|
Oct 17, 2022
Q3 2022
|
Sage Capital Advisors,Llc
|
BUY
|
- |
20KNew |
$592K - $640K
|
20K
$935K
|
|
| Q2 2022 | |||||||
|
Aug 15, 2022
Q2 2022
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
39.1KNew |
$1.2M - $1.31M
|
39.1K
$1.83M
|
|
|
Aug 12, 2022
Q2 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-50KClosed |
$1.53M - $1.68M
|
0
$0
|
|
| Q1 2022 | |||||||
|
May 16, 2022
Q1 2022
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-12.6KClosed |
$404K - $424K
|
0
$0
|
|
|
May 03, 2022
Q1 2022
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-48.4KClosed |
$1.56M - $1.64M
|
0
$0
|
|
| Q4 2021 | |||||||
|
Feb 10, 2022
Q4 2021
|
3 D/L Capital Management, LLC
|
SELL
|
- |
-14.1KClosed |
$461K - $477K
|
0
$0
|
|
| Q3 2021 | |||||||
|
Mar 22, 2023
Q3 2021
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
4.65K+ 69.98% |
$151K - $154K
|
11.3K
$528K
|
|
|
Nov 02, 2021
Q3 2021
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
605New |
$19.6K - $20K
|
605
$28.3K
|
|
|
Oct 14, 2021
Q3 2021
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
300New |
$9.73K - $9.94K
|
300
$14K
|
|
|
Oct 13, 2021
Q3 2021
|
Cypress Wealth Services, LLC
|
BUY
|
- |
15.2KNew |
$492K - $502K
|
15.2K
$710K
|
|