Purchases and Sales Made in Q1 2023 in First Tr Exch Trd Fd Viii Ft C (DJUL)
This table provides information about the institutional ownership of First Tr Exch Trd Fd Viii Ft C (DJUL) during Q1 2023. The information is specifically focused on institutions that hold shares of FIRST TR EXCH-TRD FD VIII FT C.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 18, 2023
Q1 2023
|
Brookstone Capital Management
|
BUY
|
- |
143KNew |
$4.4M - $4.66M
|
143K
$6.1M
|
|
|
Apr 14, 2023
Q1 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
136K+ 23.67% |
$4.18M - $4.43M
|
713K
$30.3M
|
|
|
May 11, 2023
Q1 2023
|
Townsquare Capital LLC
|
BUY
|
- |
45.6KNew |
$1.4M - $1.48M
|
45.6K
$1.94M
|
|
|
May 12, 2023
Q1 2023
|
Old Mission Capital LLC
|
BUY
|
- |
32.1KNew |
$986K - $1.04M
|
32.1K
$1.37M
|
|
|
Apr 27, 2023
Q1 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
8.85KNew |
$272K - $287K
|
8.85K
$376K
|
|
|
Apr 20, 2023
Q1 2023
|
Lvz, Inc.
|
BUY
|
- |
6.37KNew |
$195K - $207K
|
6.37K
$271K
|
|
|
Apr 11, 2023
Q1 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
6.28KNew |
$193K - $204K
|
6.28K
$267K
|
|
|
May 11, 2023
Q1 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
5.5K+ 34.01% |
$169K - $179K
|
21.7K
$922K
|
|
|
May 12, 2023
Q1 2023
|
Ubs Group Ag
|
BUY
|
- |
4.94K+ 257.22% |
$151K - $160K
|
6.86K
$291K
|
|
|
May 15, 2023
Q1 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
4.49K+ 17.91% |
$138K - $146K
|
29.5K
$1.26M
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
3.99K+ 16.56% |
$123K - $130K
|
28.1K
$1.2M
|
|
|
May 17, 2023
Q1 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
3.87KNew |
$119K - $126K
|
3.87K
$164K
|
|
|
May 15, 2023
Q1 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
2.03K+ 13.51% |
$62.2K - $65.8K
|
17K
$724K
|
|
|
May 12, 2023
Q1 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
1.81K+ 34.74% |
$55.5K - $58.8K
|
7.02K
$298K
|
|
|
May 15, 2023
Q1 2023
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
1.15K+ 13.91% |
$35.3K - $37.4K
|
9.43K
$401K
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
566+ 7.05% |
$17.4K - $18.4K
|
8.59K
$365K
|
|
|
May 04, 2023
Q1 2023
|
Larson Financial Group LLC
|
BUY
|
- |
356New |
$10.9K - $11.6K
|
356
$15.1K
|
|
|
May 15, 2023
Q1 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
149+ 0.7% |
$4.57K - $4.84K
|
21.3K
$906K
|
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 05, 2023
Q1 2023
|
Truist Financial Corp
|
SELL
|
- |
-45- 0.58% |
$1.38K - $1.46K
|
7.78K
$331K
|
|
|
Apr 17, 2023
Q1 2023
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
SELL
|
- |
-220- 3.57% |
$6.75K - $7.14K
|
5.94K
$253K
|
|
|
Apr 18, 2023
Q1 2023
|
Wmg Financial Advisors, LLC
|
SELL
|
- |
-850- 10.21% |
$26.1K - $27.6K
|
7.47K
$318K
|
|
|
May 16, 2023
Q1 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-999- 9.64% |
$30.6K - $32.4K
|
9.37K
$398K
|
|
|
May 12, 2023
Q1 2023
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-1.4K- 12.25% |
$43K - $45.5K
|
10K
$426K
|
|
|
Apr 18, 2023
Q1 2023
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-1.43K- 4.06% |
$43.9K - $46.5K
|
33.9K
$1.44M
|
|
|
May 11, 2023
Q1 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-1.44K- 5.0% |
$44.1K - $46.6K
|
27.3K
$1.16M
|
|
|
Apr 28, 2023
Q1 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-2.96K- 17.45% |
$90.9K - $96.2K
|
14K
$596K
|
|
|
Apr 20, 2023
Q1 2023
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-7.63K- 32.38% |
$234K - $248K
|
15.9K
$678K
|
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-7.72K- 7.08% |
$237K - $251K
|
101K
$4.31M
|
|
|
Apr 18, 2023
Q1 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-7.93K- 30.53% |
$243K - $257K
|
18K
$767K
|
|
|
May 15, 2023
Q1 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-8.34K- 12.39% |
$256K - $271K
|
59K
$2.51M
|
|
|
May 11, 2023
Q1 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-10.2K- 3.34% |
$312K - $330K
|
294K
$12.5M
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-13.7K- 33.81% |
$421K - $446K
|
26.9K
$1.14M
|
|
|
Dec 13, 2024
Q1 2023
|
Smart Wealth LLC
Omaha, NE |
SELL
|
- |
-16.1K- 13.6% |
$493K - $522K
|
102K
$4.34M
|