Latest Institutional Purchases of First Tr Exch Trd Fd Viii Ft C (DJUL)
This list provides information on the latest institutional transactions involving First Tr Exch Trd Fd Viii Ft C (DJUL) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Oct 07, 2024
Q3 2024
|
Ignite Planners, LLC
|
BUY
|
- |
3.29K+ 1.65% |
$128K - $136K
|
203K
$8.62M
|
|
|
Nov 12, 2024
Q3 2024
|
Larson Financial Group LLC
|
BUY
|
- |
3.12K+ 875.28% |
$121K - $129K
|
3.47K
$148K
|
|
|
Nov 13, 2024
Q3 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
2.4KNew |
$93.1K - $99.3K
|
2.4K
$102K
|
|
|
Oct 25, 2024
Q3 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
1.99K+ 16.49% |
$77.2K - $82.4K
|
14.1K
$598K
|
|
|
Nov 04, 2024
Q3 2024
|
Arbor Capital Management Inc
Anchorage, AK |
BUY
|
- |
1.86K+ 28.78% |
$72K - $76.9K
|
8.3K
$353K
|
|
|
Oct 25, 2024
Q3 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
1.85K+ 17.16% |
$71.6K - $76.4K
|
12.6K
$536K
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
1.26K+ 315.04% |
$48.8K - $52.1K
|
1.66K
$70.4K
|
|
|
Oct 08, 2024
Q3 2024
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
1.11K+ 351.75% |
$43K - $45.9K
|
1.42K
$60.5K
|
|
|
Oct 24, 2024
Q3 2024
|
Bouchey Financial Group LTD
|
BUY
|
- |
1.09K+ 12.24% |
$42.3K - $45.1K
|
10K
$425K
|
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
1.01KNew |
$39.2K - $41.8K
|
1.01K
$42.9K
|
|
|
Nov 08, 2024
Q3 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
1KNew |
$38.8K - $41.4K
|
1K
$42.5K
|
|
|
Oct 15, 2024
Q3 2024
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
956+ 7.56% |
$37.1K - $39.6K
|
13.6K
$578K
|
|
|
Nov 15, 2024
Q3 2024
|
Barclays PLC
London, X0 |
BUY
|
- |
954New |
$37K - $39.5K
|
954
$40.6K
|
|
|
Nov 12, 2024
Q3 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
630New |
$24.5K - $26.1K
|
630
$26.8K
|
|
|
Nov 15, 2024
Q3 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
534+ 8.5% |
$20.7K - $22.1K
|
6.82K
$290K
|
|
|
Oct 24, 2024
Q3 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
400+ 7.74% |
$15.5K - $16.6K
|
5.57K
$237K
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
205New |
$7.96K - $8.49K
|
205
$8.72K
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
182New |
$7.06K - $7.54K
|
182
$7.74K
|
|
|
Oct 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
161+ 23.64% |
$6.25K - $6.67K
|
842
$35.8K
|
|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
141+ 15.0% |
$5.47K - $5.84K
|
1.08K
$46K
|
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
8+ 0.07% |
$310 - $331
|
11.2K
$477K
|
|
| Q2 2024 | |||||||
|
Aug 13, 2024
Q2 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
7.41KNew |
$279K - $295K
|
7.41K
$315K
|
|
|
Dec 12, 2024
Q2 2024
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
BUY
|
- |
6.67KNew |
$251K - $266K
|
6.67K
$284K
|
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
2.42KNew |
$91K - $96.2K
|
2.42K
$103K
|
|
|
Jul 24, 2024
Q2 2024
|
Lvz, Inc.
|
BUY
|
- |
150+ 1.77% |
$5.65K - $5.97K
|
8.64K
$367K
|
|
|
Aug 09, 2024
Q2 2024
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
116New |
$4.37K - $4.62K
|
116
$4.93K
|
|
|
Aug 19, 2024
Q2 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
107+ 1.75% |
$4.03K - $4.26K
|
6.21K
$264K
|
|
| Q1 2024 | |||||||
|
May 15, 2024
Q1 2024
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
11.3KNew |
$407K - $435K
|
11.3K
$479K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
6.99K+ 11.93% |
$252K - $270K
|
65.5K
$2.79M
|
|
|
May 14, 2024
Q1 2024
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
6.51KNew |
$235K - $252K
|
6.51K
$277K
|
|
|
Jul 03, 2024
Q1 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
700New |
$25.3K - $27.1K
|
700
$29.8K
|
|
|
May 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
100New |
$3.61K - $3.87K
|
100
$4.25K
|
|
|
May 10, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
50New |
$1.81K - $1.93K
|
50
$2.13K
|
|
| Q4 2023 | |||||||
|
Jul 22, 2024
Q4 2023
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
42.2KNew |
$1.4M - $1.54M
|
42.2K
$1.8M
|
|
|
Jan 08, 2024
Q4 2023
|
Capital Cs Group, LLC
|
BUY
|
- |
40.7KNew |
$1.36M - $1.49M
|
40.7K
$1.73M
|
|
|
Feb 07, 2024
Q4 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
22.7KNew |
$756K - $831K
|
22.7K
$966K
|
|
|
Feb 15, 2024
Q4 2023
|
Encompass More Asset Management
Danville, CA |
BUY
|
- |
21.1KNew |
$700K - $770K
|
21.1K
$895K
|
|
|
Jan 16, 2024
Q4 2023
|
Hbw Advisory Services LLC
|
BUY
|
- |
13.8KNew |
$461K - $506K
|
13.8K
$589K
|
|
|
Jan 10, 2024
Q4 2023
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
8.98K+ 79.8% |
$299K - $328K
|
20.2K
$860K
|
|
|
Feb 05, 2024
Q4 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
7.05KNew |
$235K - $258K
|
7.05K
$300K
|
|
|
Feb 12, 2024
Q4 2023
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
5.7KNew |
$190K - $208K
|
5.7K
$242K
|
|
|
Feb 13, 2024
Q4 2023
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
2.41K+ 12.85% |
$80.2K - $88.1K
|
21.2K
$900K
|
|
|
Jan 30, 2024
Q4 2023
|
Scissortail Wealth Management, LLC
Tulsa, OK |
BUY
|
- |
1.77K+ 1.54% |
$58.8K - $64.6K
|
116K
$4.95M
|
|
|
Jan 31, 2024
Q4 2023
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
512New |
$17K - $18.7K
|
512
$21.8K
|
|
|
Feb 14, 2024
Q4 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
35New |
$1.16K - $1.28K
|
35
$1.49K
|
|
| Q3 2023 | |||||||
|
Nov 13, 2023
Q3 2023
|
Milestone Asset Management, LLC
Pittsburgh, PA |
BUY
|
- |
689KNew |
$23.4M - $24.3M
|
689K
$29.3M
|
|
|
Oct 05, 2023
Q3 2023
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
676KNew |
$22.9M - $23.9M
|
676K
$28.8M
|
|
|
Nov 14, 2023
Q3 2023
|
Stephens Inc
|
BUY
|
- |
8.59KNew |
$291K - $303K
|
8.59K
$365K
|
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
6.28KNew |
$213K - $222K
|
6.28K
$267K
|
|
|
Nov 13, 2023
Q3 2023
|
Truadvice, LLC
Sarasota, FL |
BUY
|
- |
2.33K+ 29.81% |
$78.9K - $82.1K
|
10.1K
$431K
|
|