Purchases and Sales Made in Q2 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 Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 13, 2024
Q2 2024
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
BUY
|
- |
24.9K+ 18.73% |
$939K - $992K
|
158K
$6.72M
|
|
|
Aug 15, 2024
Q2 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
9.08KNew |
$342K - $361K
|
9.08K
$386K
|
|
|
Aug 13, 2024
Q2 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
7.41KNew |
$279K - $295K
|
7.41K
$315K
|
|
|
Aug 08, 2024
Q2 2024
|
Meridian Wealth Management, LLC
|
BUY
|
- |
6.87KNew |
$259K - $273K
|
6.87K
$292K
|
|
|
Dec 13, 2024
Q2 2024
|
Smart Wealth LLC
Omaha, NE |
BUY
|
- |
6.74K+ 112.95% |
$254K - $268K
|
12.7K
$541K
|
|
|
Dec 12, 2024
Q2 2024
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
BUY
|
- |
6.67KNew |
$251K - $266K
|
6.67K
$284K
|
|
|
Aug 14, 2024
Q2 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
3.92K+ 52.14% |
$148K - $156K
|
11.4K
$487K
|
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
2.42KNew |
$91K - $96.2K
|
2.42K
$103K
|
|
|
Aug 15, 2024
Q2 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
1.5K+ 4.05% |
$56.4K - $59.5K
|
38.5K
$1.64M
|
|
|
Aug 08, 2024
Q2 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
940New |
$35.4K - $37.4K
|
940
$40K
|
|
|
Jul 29, 2024
Q2 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
878+ 1.63% |
$33.1K - $34.9K
|
54.9K
$2.33M
|
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
779+ 2.43% |
$29.3K - $31K
|
32.8K
$1.39M
|
|
|
Jul 30, 2024
Q2 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
250+ 2.12% |
$9.42K - $9.95K
|
12.1K
$513K
|
|
|
Sep 20, 2024
Q2 2024
|
Centaurus Financial, Inc.
|
BUY
|
- |
176+ 2.24% |
$6.63K - $7K
|
8.02K
$341K
|
|
|
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
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
22+ 0.02% |
$829 - $876
|
120K
$5.12M
|
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-1- -0.0% |
$37.7 - $39.8
|
22.3K
$949K
|
|
|
Jul 30, 2024
Q2 2024
|
Integrity Financial Corp
|
SELL
|
- |
-104- 1.21% |
$3.92K - $4.14K
|
8.46K
$360K
|
|
|
Jul 26, 2024
Q2 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-129- 0.42% |
$4.86K - $5.13K
|
30.7K
$1.31M
|
|
|
Aug 13, 2024
Q2 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-312- 1.32% |
$11.8K - $12.4K
|
23.3K
$990K
|
|
|
Aug 13, 2024
Q2 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-425- 3.65% |
$16K - $16.9K
|
11.2K
$476K
|
|
|
Jul 11, 2024
Q2 2024
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-710- 80.96% |
$26.7K - $28.3K
|
167
$7.1K
|
|
|
Jul 25, 2024
Q2 2024
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-888- 0.51% |
$33.5K - $35.3K
|
173K
$7.35M
|
|
|
Aug 15, 2024
Q2 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-1K- 5.65% |
$37.7K - $39.8K
|
16.7K
$710K
|
|
|
Jul 31, 2024
Q2 2024
|
Spire Wealth Management
|
SELL
|
- |
-1.18K- 2.33% |
$44.4K - $46.9K
|
49.3K
$2.1M
|
|
|
Aug 08, 2024
Q2 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-1.45K- 3.36% |
$54.7K - $57.8K
|
41.7K
$1.78M
|
|
|
Jul 09, 2024
Q2 2024
|
Cwm, LLC
|
SELL
|
- |
-1.48K- 3.67% |
$55.7K - $58.9K
|
38.8K
$1.65M
|
|
|
Jul 31, 2024
Q2 2024
|
Essex Financial Services, Inc.
|
SELL
|
- |
-1.53K- 22.8% |
$57.4K - $60.7K
|
5.17K
$220K
|
|
|
Aug 08, 2024
Q2 2024
|
Prosperity Consulting Group, LLC
|
SELL
|
- |
-2.02K- 13.77% |
$76.1K - $80.4K
|
12.6K
$538K
|
|
|
Jul 25, 2024
Q2 2024
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-2.14K- 9.69% |
$80.6K - $85.1K
|
19.9K
$848K
|
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
SELL
|
- |
-2.64K- 86.88% |
$99.5K - $105K
|
399
$17K
|
|
|
Aug 13, 2024
Q2 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-2.95K- 31.93% |
$111K - $117K
|
6.29K
$267K
|
|
|
Aug 14, 2024
Q2 2024
|
Old Mission Capital LLC
|
SELL
|
- |
-3.43K- 23.02% |
$129K - $136K
|
11.5K
$487K
|
|
|
Jul 31, 2024
Q2 2024
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-3.74K- 14.18% |
$141K - $149K
|
22.6K
$963K
|
|
|
Aug 14, 2024
Q2 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-3.94K- 16.27% |
$148K - $157K
|
20.3K
$861K
|
|
|
Jul 17, 2024
Q2 2024
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
SELL
|
- |
-4.53K- 29.12% |
$170K - $180K
|
11K
$468K
|
|
|
Aug 20, 2024
Q2 2024
|
Truist Financial Corp
|
SELL
|
- |
-4.67K- 10.3% |
$176K - $186K
|
40.7K
$1.73M
|
|
|
Jul 11, 2024
Q2 2024
|
Cambridge Advisors Inc.
|
SELL
|
- |
-4.85K- 44.5% |
$183K - $193K
|
6.05K
$257K
|
|
|
Aug 12, 2024
Q2 2024
|
Smart Money Group LLC
|
SELL
|
- |
-7.75K- 4.0% |
$292K - $308K
|
186K
$7.91M
|
|
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-8.58K- 10.7% |
$323K - $341K
|
71.6K
$3.04M
|
|
|
Aug 12, 2024
Q2 2024
|
Hrt Financial LP
New York, NY |
SELL
|
- |
-8.77K- 24.84% |
$330K - $349K
|
26.5K
$1.13M
|
|
|
Aug 09, 2024
Q2 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-9.89K- 29.57% |
$373K - $394K
|
23.6K
$1M
|
|
|
Aug 14, 2024
Q2 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-10.6K- 17.26% |
$399K - $421K
|
50.7K
$2.16M
|
|
|
Aug 09, 2024
Q2 2024
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-15.8K- 41.69% |
$595K - $629K
|
22.1K
$940K
|
|
|
Aug 13, 2024
Q2 2024
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-24KClosed |
$904K - $955K
|
0
$0
|
|
|
Aug 12, 2024
Q2 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-48.6K- 28.9% |
$1.83M - $1.93M
|
119K
$5.08M
|
|
|
Jul 26, 2024
Q2 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-65.7K- 58.77% |
$2.47M - $2.61M
|
46.1K
$1.96M
|
|
|
Aug 14, 2024
Q2 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-67.4K- 63.23% |
$2.54M - $2.68M
|
39.2K
$1.67M
|