Purchases and Sales Made in Q3 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 Q3 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 |
---|---|---|---|---|---|---|---|
Nov 13, 2023
Q3 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
877K+ 920.25% |
$29.8M - $31M
|
973K
$41.4M
|
|
Oct 05, 2023
Q3 2023
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
BUY
|
- |
784KNew |
$26.6M - $27.7M
|
784K
$33.3M
|
|
Nov 13, 2023
Q3 2023
|
Milestone Asset Management, LLC
Pittsburgh, PA |
BUY
|
- |
689KNew |
$23.4M - $24.3M
|
689K
$29.3M
|
|
Oct 05, 2023
Q3 2023
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
676KNew |
$22.9M - $23.9M
|
676K
$28.8M
|
|
Oct 19, 2023
Q3 2023
|
Ogorek Anthony Joseph
|
BUY
|
- |
320KNew |
$10.8M - $11.3M
|
320K
$13.6M
|
|
Oct 24, 2023
Q3 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
259KNew |
$8.77M - $9.14M
|
259K
$11M
|
|
Oct 10, 2023
Q3 2023
|
Ignite Planners, LLC
|
BUY
|
- |
238K+ 656.8% |
$8.08M - $8.41M
|
274K
$11.7M
|
|
Oct 24, 2023
Q3 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
183KNew |
$6.22M - $6.48M
|
183K
$7.79M
|
|
Nov 13, 2023
Q3 2023
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
BUY
|
- |
134KNew |
$4.53M - $4.72M
|
134K
$5.68M
|
|
Oct 23, 2023
Q3 2023
|
Scissortail Wealth Management, LLC
Tulsa, OK |
BUY
|
- |
115KNew |
$3.89M - $4.05M
|
115K
$4.87M
|
|
Oct 11, 2023
Q3 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
85.3K+ 88.67% |
$2.89M - $3.01M
|
181K
$7.71M
|
|
Nov 13, 2023
Q3 2023
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
BUY
|
- |
80.8KNew |
$2.74M - $2.86M
|
80.8K
$3.44M
|
|
Oct 24, 2023
Q3 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
79.5K+ 314.91% |
$2.7M - $2.81M
|
105K
$4.45M
|
|
Oct 11, 2023
Q3 2023
|
Donald L. Hagan, LLC
|
BUY
|
- |
78.9KNew |
$2.68M - $2.79M
|
78.9K
$3.36M
|
|
Oct 12, 2023
Q3 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
78K+ 437.82% |
$2.65M - $2.76M
|
95.8K
$4.07M
|
|
Nov 09, 2023
Q3 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
72.5KNew |
$2.46M - $2.56M
|
72.5K
$3.08M
|
|
Nov 14, 2023
Q3 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
70.3KNew |
$2.38M - $2.48M
|
70.3K
$2.99M
|
|
Oct 16, 2023
Q3 2023
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
68.2KNew |
$2.31M - $2.41M
|
68.2K
$2.9M
|
|
Nov 14, 2023
Q3 2023
|
Truist Financial Corp
|
BUY
|
- |
43.8K+ 570.52% |
$1.49M - $1.55M
|
51.5K
$2.19M
|
|
Oct 23, 2023
Q3 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
39.6K+ 63.17% |
$1.34M - $1.4M
|
102K
$4.35M
|
|
Nov 07, 2023
Q3 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
39.4KNew |
$1.34M - $1.39M
|
39.4K
$1.67M
|
|
Nov 08, 2023
Q3 2023
|
Spire Wealth Management
|
BUY
|
- |
32.5KNew |
$1.1M - $1.15M
|
32.5K
$1.38M
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
31.3K+ 135.8% |
$1.06M - $1.1M
|
54.3K
$2.31M
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
29.9K+ 109.75% |
$1.01M - $1.06M
|
57.2K
$2.43M
|
|
Nov 13, 2023
Q3 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
27.7KNew |
$938K - $977K
|
27.7K
$1.18M
|
|
Oct 24, 2023
Q3 2023
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
26KNew |
$882K - $919K
|
26K
$1.11M
|
|
Nov 13, 2023
Q3 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
25.3K+ 111.93% |
$857K - $893K
|
47.8K
$2.03M
|
|
Oct 18, 2023
Q3 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
24.5K+ 253.27% |
$831K - $866K
|
34.2K
$1.45M
|
|
Nov 14, 2023
Q3 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
24.3KNew |
$824K - $858K
|
24.3K
$1.03M
|
|
Dec 11, 2023
Q3 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
19.7K+ 509.54% |
$668K - $696K
|
23.6K
$1M
|
|
Nov 07, 2023
Q3 2023
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
18.8KNew |
$636K - $663K
|
18.8K
$798K
|
|
Oct 10, 2023
Q3 2023
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
16.5K+ 191.29% |
$558K - $581K
|
25.1K
$1.07M
|
|
Nov 13, 2023
Q3 2023
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
16.3K+ 211.69% |
$553K - $576K
|
24K
$1.02M
|
|
Nov 14, 2023
Q3 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
16K+ 253.02% |
$543K - $566K
|
22.4K
$950K
|
|
Nov 13, 2023
Q3 2023
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
15.9KNew |
$538K - $561K
|
15.9K
$675K
|
|
Nov 07, 2023
Q3 2023
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
15KNew |
$510K - $531K
|
15K
$639K
|
|
Nov 13, 2023
Q3 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
14.9K+ 14863.0% |
$504K - $525K
|
15K
$636K
|
|
Oct 11, 2023
Q3 2023
|
Cwm, LLC
|
BUY
|
- |
11.6KNew |
$393K - $409K
|
11.6K
$493K
|
|
Oct 10, 2023
Q3 2023
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
11.2KNew |
$382K - $397K
|
11.2K
$478K
|
|
Nov 14, 2023
Q3 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
11.1KNew |
$375K - $390K
|
11.1K
$470K
|
|
Nov 13, 2023
Q3 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
10.4K+ 65.46% |
$351K - $366K
|
26.2K
$1.11M
|
|
Nov 13, 2023
Q3 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
10.2KNew |
$346K - $360K
|
10.2K
$433K
|
|
Oct 18, 2023
Q3 2023
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
BUY
|
- |
9.6K+ 161.51% |
$326K - $339K
|
15.5K
$661K
|
|
Oct 25, 2023
Q3 2023
|
Ferguson Shapiro LLC
|
BUY
|
- |
9.52KNew |
$323K - $336K
|
9.52K
$405K
|
|
Oct 18, 2023
Q3 2023
|
Cambridge Advisors Inc.
|
BUY
|
- |
9.5KNew |
$322K - $336K
|
9.5K
$404K
|
|
Oct 05, 2023
Q3 2023
|
Keystone Wealth Services, LLC
|
BUY
|
- |
8.84KNew |
$300K - $312K
|
8.84K
$376K
|
|
Nov 14, 2023
Q3 2023
|
Stephens Inc
|
BUY
|
- |
8.59KNew |
$291K - $303K
|
8.59K
$365K
|
|
Nov 08, 2023
Q3 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
8.55KNew |
$290K - $302K
|
8.55K
$364K
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
7.77K+ 90.48% |
$264K - $275K
|
16.4K
$696K
|
|
Nov 13, 2023
Q3 2023
|
Centaurus Financial, Inc.
|
BUY
|
- |
7.71KNew |
$262K - $272K
|
7.71K
$328K
|