Purchases and Sales Made in Q1 2024 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 2024. 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 |
|---|---|---|---|---|---|---|---|
|
May 15, 2024
Q1 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-10.7K- 14.84% |
$386K - $413K
|
61.3K
$2.61M
|
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-11K- 20.25% |
$396K - $424K
|
43.2K
$1.84M
|
|
|
May 08, 2024
Q1 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-11.5K- 25.63% |
$416K - $446K
|
33.5K
$1.42M
|
|
|
Apr 23, 2024
Q1 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-15.6K- 59.12% |
$562K - $602K
|
10.8K
$457K
|
|
|
May 15, 2024
Q1 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-17.1K- 59.49% |
$617K - $661K
|
11.6K
$495K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-22.5K- 74.06% |
$814K - $871K
|
7.89K
$335K
|
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-31.9K- 22.22% |
$1.15M - $1.23M
|
112K
$4.75M
|
|
|
May 15, 2024
Q1 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-38K- 18.43% |
$1.37M - $1.47M
|
168K
$7.15M
|
|
|
Apr 23, 2024
Q1 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-64K- 88.82% |
$2.31M - $2.48M
|
8.06K
$343K
|
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-71.2K- 26.65% |
$2.57M - $2.76M
|
196K
$8.34M
|
|
|
May 03, 2024
Q1 2024
|
Ogorek Anthony Joseph
|
SELL
|
- |
-147K- 10.16% |
$5.33M - $5.7M
|
1.3M
$55.4M
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-158K- 56.81% |
$5.72M - $6.13M
|
120K
$5.12M
|
|
|
May 02, 2024
Q1 2024
|
Smart Money Group LLC
|
SELL
|
- |
-348K- 64.26% |
$12.6M - $13.5M
|
194K
$8.24M
|
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-582K- 61.74% |
$21M - $22.5M
|
361K
$15.3M
|
|
|
Apr 19, 2024
Q1 2024
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
SELL
|
- |
-823K- 99.23% |
$29.7M - $31.8M
|
6.36K
$270K
|