Latest Institutional Sells 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 sells. 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 sale has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-2.85K- 16.33% |
$117K - $121K
|
14.6K
$649K
|
|
|
Feb 14, 2025
Q4 2024
|
Schwallier Wealth Management LLC
Grand Rapids, MI |
SELL
|
- |
-2.5K- 26.23% |
$103K - $107K
|
7.03K
$312K
|
|
|
Feb 06, 2025
Q4 2024
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-1.65K- 18.3% |
$67.7K - $70.2K
|
7.36K
$327K
|
|
|
Jan 24, 2025
Q4 2024
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
SELL
|
- |
-708- 7.05% |
$29.1K - $30.2K
|
9.34K
$415K
|
|
|
Jan 16, 2025
Q4 2024
|
Cambridge Advisors Inc.
|
SELL
|
- |
-500- 8.27% |
$20.5K - $21.3K
|
5.55K
$246K
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
SELL
|
- |
-35- 0.72% |
$1.44K - $1.49K
|
4.84K
$215K
|
|
| Q3 2024 | |||||||
|
Nov 07, 2024
Q3 2024
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-5.08K- 18.27% |
$197K - $211K
|
22.7K
$1.01M
|
|
|
Nov 13, 2024
Q3 2024
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-1.84K- 8.3% |
$71.2K - $76K
|
20.3K
$900K
|
|
|
Nov 04, 2024
Q3 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-1.83K- 22.64% |
$70.8K - $75.6K
|
6.24K
$277K
|
|
| Q1 2024 | |||||||
|
Apr 19, 2024
Q1 2024
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
SELL
|
- |
-823K- 99.23% |
$29.7M - $31.8M
|
6.36K
$282K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-22.5K- 74.06% |
$814K - $871K
|
7.89K
$350K
|
|
|
Feb 28, 2025
Q1 2024
|
Dogwood Wealth Management LLC
Lenexa, KS |
SELL
|
- |
-4.92KClosed |
$178K - $190K
|
0
$0
|
|
|
Nov 05, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-3.92K- 34.27% |
$142K - $152K
|
7.52K
$334K
|
|
|
May 10, 2024
Q1 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-450- 67.16% |
$16.3K - $17.4K
|
220
$9.77K
|
|
| Q4 2023 | |||||||
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-2.23K- 8.57% |
$74.1K - $81.4K
|
23.8K
$1.06M
|
|
|
Jan 25, 2024
Q4 2023
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-404- 0.59% |
$13.4K - $14.8K
|
67.8K
$3.01M
|
|
|
Feb 08, 2024
Q4 2023
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-190- 1.9% |
$6.32K - $6.95K
|
9.81K
$436K
|
|
|
Jan 19, 2024
Q4 2023
|
Donald L. Hagan, LLC
|
SELL
|
- |
-147- 0.19% |
$4.89K - $5.37K
|
78.8K
$3.5M
|
|
| Q1 2023 | |||||||
|
Apr 18, 2023
Q1 2023
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-1.43K- 4.06% |
$43.9K - $46.5K
|
33.9K
$1.5M
|
|
| Q2 2022 | |||||||
|
Aug 12, 2022
Q2 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-50KClosed |
$1.53M - $1.68M
|
0
$0
|
|
| Q1 2022 | |||||||
|
May 03, 2022
Q1 2022
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-48.4KClosed |
$1.56M - $1.64M
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-30.7KClosed |
$988K - $1.04M
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-12.6KClosed |
$404K - $424K
|
0
$0
|
|
| Q4 2021 | |||||||
|
Feb 10, 2022
Q4 2021
|
3 D/L Capital Management, LLC
|
SELL
|
- |
-14.1KClosed |
$461K - $477K
|
0
$0
|
|
| Q3 2021 | |||||||
|
Nov 15, 2021
Q3 2021
|
Triumph Capital Management
|
SELL
|
- |
-3.93K- 27.73% |
$128K - $130K
|
10.3K
$455K
|
|
| Q2 2021 | |||||||
|
Jul 14, 2021
Q2 2021
|
Vista Private Wealth Partners. LLC
|
SELL
|
- |
-9.06KClosed |
$293K - $295K
|
0
$0
|
|
| Q1 2021 | |||||||
|
Apr 09, 2021
Q1 2021
|
Legacy Private Trust Co.
|
SELL
|
- |
-19.2KClosed |
$605K - $620K
|
0
$0
|
|
|
May 04, 2021
Q1 2021
|
Grant Street Asset Management, Inc.
Canonsburg, PA |
SELL
|
- |
-1.49KClosed |
$47K - $48.1K
|
0
$0
|
|