Purchases and Sales Made in Q2 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 Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 31, 2023
Q2 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
15.8KNew |
$508K - $549K
|
15.8K
$672K
|
|
|
Jul 19, 2023
Q2 2023
|
Eudaimonia Partners, LLC
Winchester, TN |
BUY
|
- |
5.9KNew |
$190K - $205K
|
5.9K
$251K
|
|
|
Jul 14, 2023
Q2 2023
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
3.05K+ 19.14% |
$98.1K - $106K
|
19K
$807K
|
|
|
Aug 04, 2023
Q2 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
1.33K+ 6.15% |
$42.9K - $46.3K
|
23K
$979K
|
|
|
Aug 01, 2023
Q2 2023
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
298New |
$9.58K - $10.3K
|
298
$12.7K
|
|
|
Jul 18, 2023
Q2 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
138+ 1.56% |
$4.44K - $4.79K
|
8.99K
$382K
|
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 01, 2023
Q2 2023
|
Truist Financial Corp
|
SELL
|
- |
-95- 1.22% |
$3.05K - $3.3K
|
7.68K
$327K
|
|
|
Aug 08, 2023
Q2 2023
|
Arbor Capital Management Inc
Anchorage, AK |
SELL
|
- |
-201- 2.82% |
$6.46K - $6.97K
|
6.92K
$294K
|
|
|
Aug 04, 2023
Q2 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-220- 1.22% |
$7.07K - $7.63K
|
17.8K
$758K
|
|
|
Aug 14, 2023
Q2 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-303- 1.03% |
$9.74K - $10.5K
|
29.2K
$1.24M
|
|
|
Aug 08, 2023
Q2 2023
|
Integrity Financial Corp
|
SELL
|
- |
-678- 18.96% |
$21.8K - $23.5K
|
2.9K
$123K
|
|
|
Aug 14, 2023
Q2 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-688- 9.8% |
$22.1K - $23.9K
|
6.33K
$269K
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-860- 3.06% |
$27.6K - $29.8K
|
27.3K
$1.16M
|
|
|
Aug 02, 2023
Q2 2023
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-1.18K- 11.76% |
$37.9K - $40.9K
|
8.85K
$376K
|
|
|
Jul 13, 2023
Q2 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-2.03K- 7.46% |
$65.4K - $70.5K
|
25.2K
$1.07M
|
|
|
Aug 10, 2023
Q2 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-2.27K- 3.5% |
$73.1K - $78.9K
|
62.7K
$2.67M
|
|
|
Aug 11, 2023
Q2 2023
|
Ubs Group Ag
|
SELL
|
- |
-2.72K- 39.62% |
$87.3K - $94.2K
|
4.14K
$176K
|
|
|
Jul 25, 2023
Q2 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-4.31K- 16.03% |
$139K - $150K
|
22.6K
$960K
|
|
|
Oct 18, 2023
Q2 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-4.35K- 30.99% |
$140K - $151K
|
9.68K
$411K
|
|
|
Aug 08, 2023
Q2 2023
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-4.74K- 35.53% |
$152K - $164K
|
8.6K
$366K
|
|
|
Aug 10, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-5.94K- 5.86% |
$191K - $206K
|
95.3K
$4.05M
|
|
|
Aug 09, 2023
Q2 2023
|
Old Mission Capital LLC
|
SELL
|
- |
-11.6K- 35.94% |
$371K - $401K
|
20.6K
$876K
|
|
|
Jul 11, 2023
Q2 2023
|
Brookstone Capital Management
|
SELL
|
- |
-12.6K- 8.76% |
$404K - $436K
|
131K
$5.57M
|
|
|
Aug 14, 2023
Q2 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-16.3K- 95.76% |
$524K - $566K
|
722
$30.7K
|
|
|
Nov 13, 2023
Q2 2023
|
Townsquare Capital LLC
|
SELL
|
- |
-35.4K- 77.61% |
$1.14M - $1.23M
|
10.2K
$434K
|
|
|
Dec 13, 2024
Q2 2023
|
Smart Wealth LLC
Omaha, NE |
SELL
|
- |
-38K- 37.22% |
$1.22M - $1.32M
|
64.1K
$2.73M
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-45.9K- 77.78% |
$1.47M - $1.59M
|
13.1K
$557K
|
|
|
Aug 14, 2023
Q2 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-237K- 80.77% |
$7.63M - $8.23M
|
56.5K
$2.4M
|
|
|
Jul 10, 2023
Q2 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-617K- 86.51% |
$19.8M - $21.4M
|
96.1K
$4.09M
|