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
|
Integrity Financial Corp
|
BUY
|
- |
6.59K+ 227.43% |
$224K - $233K
|
9.49K
$403K
|
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
6.28KNew |
$213K - $222K
|
6.28K
$267K
|
|
|
Dec 01, 2023
Q3 2023
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
6.1KNew |
$207K - $216K
|
6.1K
$259K
|
|
|
Dec 13, 2024
Q3 2023
|
Smart Wealth LLC
Omaha, NE |
BUY
|
- |
5.27K+ 8.22% |
$179K - $186K
|
69.4K
$2.95M
|
|
|
Oct 10, 2023
Q3 2023
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
3.15KNew |
$107K - $111K
|
3.15K
$134K
|
|
|
Oct 24, 2023
Q3 2023
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
2.85KNew |
$96.7K - $101K
|
2.85K
$121K
|
|
|
Nov 13, 2023
Q3 2023
|
Truadvice, LLC
Sarasota, FL |
BUY
|
- |
2.33K+ 29.81% |
$78.9K - $82.1K
|
10.1K
$431K
|
|
|
Oct 23, 2023
Q3 2023
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
1.85K+ 9.72% |
$62.6K - $65.2K
|
20.8K
$886K
|
|
|
Nov 15, 2023
Q3 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1.7K+ 5.82% |
$57.7K - $60.1K
|
30.9K
$1.32M
|
|
|
Nov 03, 2023
Q3 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
1.52KNew |
$51.7K - $53.8K
|
1.52K
$64.8K
|
|
|
Nov 02, 2023
Q3 2023
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
1.12KNew |
$38K - $39.6K
|
1.12K
$47.6K
|
|
|
Oct 31, 2023
Q3 2023
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
750New |
$25.4K - $26.5K
|
750
$31.9K
|
|
|
Nov 09, 2023
Q3 2023
|
1 St Source Bank
|
BUY
|
- |
713+ 8.67% |
$24.2K - $25.2K
|
8.94K
$380K
|
|
|
Nov 13, 2023
Q3 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
425+ 49.71% |
$14.4K - $15K
|
1.28K
$54.4K
|
|
|
Nov 13, 2023
Q3 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-124- 17.17% |
$4.21K - $4.38K
|
598
$25.4K
|
|
|
Oct 27, 2023
Q3 2023
|
Arbor Capital Management Inc
Anchorage, AK |
SELL
|
- |
-468- 6.76% |
$15.9K - $16.5K
|
6.45K
$274K
|
|
|
Oct 17, 2023
Q3 2023
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-840- 9.49% |
$28.5K - $29.7K
|
8.01K
$341K
|
|
|
Nov 15, 2023
Q3 2023
|
Townsquare Capital LLC
|
SELL
|
- |
-864- 8.46% |
$29.3K - $30.5K
|
9.34K
$397K
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-2.5K- 19.08% |
$84.8K - $88.3K
|
10.6K
$451K
|
|
|
Nov 08, 2023
Q3 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-6.44K- 11.4% |
$219K - $228K
|
50.1K
$2.13M
|
|
|
Oct 20, 2023
Q3 2023
|
Brookstone Capital Management
|
SELL
|
- |
-10.1K- 7.73% |
$343K - $357K
|
121K
$5.14M
|