Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
277K+ 100.06% |
$10.7M - $11.5M
|
554K
$23.5M
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
190K+ 454.42% |
$7.36M - $7.86M
|
231K
$9.84M
|
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
159KNew |
$6.17M - $6.59M
|
159K
$6.76M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
153K+ 142.7% |
$5.92M - $6.32M
|
259K
$11M
|
|
|
Nov 13, 2024
Q3 2024
|
Truist Financial Corp
|
BUY
|
- |
129K+ 315.95% |
$4.99M - $5.32M
|
169K
$7.19M
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
BUY
|
- |
90.2K+ 232.62% |
$3.5M - $3.74M
|
129K
$5.49M
|
|
|
Oct 09, 2024
Q3 2024
|
Foguth Wealth Management, Llc.
Brighton, MI |
BUY
|
- |
67.4KNew |
$2.62M - $2.79M
|
67.4K
$2.87M
|
|
|
Oct 15, 2024
Q3 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
67.4KNew |
$2.62M - $2.79M
|
67.4K
$2.87M
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
63.3K+ 312.36% |
$2.46M - $2.62M
|
83.5K
$3.55M
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
52.3K+ 103.13% |
$2.03M - $2.17M
|
103K
$4.38M
|
|
|
Nov 08, 2024
Q3 2024
|
Ogorek Anthony Joseph
|
BUY
|
- |
43.9K+ 6.01% |
$1.7M - $1.82M
|
774K
$32.9M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
39.1K+ 32.43% |
$1.52M - $1.62M
|
159K
$6.78M
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
37.9K+ 87.25% |
$1.47M - $1.57M
|
81.3K
$3.46M
|
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
37.4K+ 411.47% |
$1.45M - $1.55M
|
46.4K
$1.97M
|
|
|
Nov 12, 2024
Q3 2024
|
Stone X Group Inc.
|
BUY
|
- |
27.9KNew |
$1.08M - $1.16M
|
27.9K
$1.19M
|
|
|
Oct 09, 2024
Q3 2024
|
Ferguson Shapiro LLC
|
BUY
|
- |
25.4KNew |
$986K - $1.05M
|
25.4K
$1.08M
|
|
|
Oct 23, 2024
Q3 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
22.6KNew |
$876K - $935K
|
22.6K
$960K
|
|
|
Oct 24, 2024
Q3 2024
|
Lunt Capital Management, Inc.
Holladay, UT |
BUY
|
- |
22.6KNew |
$876K - $935K
|
22.6K
$960K
|
|
|
Nov 12, 2024
Q3 2024
|
Beacon Financial Group
|
BUY
|
- |
21.8KNew |
$847K - $904K
|
21.8K
$928K
|
|
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
17.9KNew |
$694K - $741K
|
17.9K
$761K
|
|
|
Nov 14, 2024
Q3 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
17K+ 148.28% |
$659K - $703K
|
28.4K
$1.21M
|
|
|
Oct 21, 2024
Q3 2024
|
Integrity Financial Corp
|
BUY
|
- |
13.2K+ 156.26% |
$513K - $547K
|
21.7K
$922K
|
|
|
Nov 13, 2024
Q3 2024
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
13KNew |
$505K - $538K
|
13K
$553K
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
12.5K+ 27.09% |
$485K - $517K
|
58.6K
$2.49M
|
|
|
Nov 14, 2024
Q3 2024
|
Sequent Planning LLC
Omaha, NE |
BUY
|
- |
12.4K+ 172.09% |
$480K - $512K
|
19.6K
$832K
|
|
|
Oct 22, 2024
Q3 2024
|
Spectrum Asset Management, Inc.
|
BUY
|
- |
11KNew |
$426K - $454K
|
11K
$466K
|
|
|
Oct 15, 2024
Q3 2024
|
Spire Wealth Management
|
BUY
|
- |
10.6K+ 21.52% |
$412K - $440K
|
60K
$2.55M
|
|
|
Nov 13, 2024
Q3 2024
|
Townsquare Capital LLC
|
BUY
|
- |
10.3KNew |
$400K - $427K
|
10.3K
$438K
|
|
|
Oct 11, 2024
Q3 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
10.3K+ 160.16% |
$398K - $424K
|
16.7K
$708K
|
|
|
Oct 31, 2024
Q3 2024
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
BUY
|
- |
10KNew |
$390K - $416K
|
10K
$427K
|
|
|
Nov 12, 2024
Q3 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
10KNew |
$388K - $414K
|
10K
$425K
|
|
|
Oct 22, 2024
Q3 2024
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
BUY
|
- |
9.93K+ 6.29% |
$385K - $411K
|
168K
$7.14M
|
|
|
Nov 07, 2024
Q3 2024
|
Schwallier Wealth Management LLC
Grand Rapids, MI |
BUY
|
- |
9.53KNew |
$370K - $395K
|
9.53K
$405K
|
|
|
Oct 15, 2024
Q3 2024
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
8.58K+ 962.22% |
$333K - $355K
|
9.48K
$403K
|
|
|
Nov 12, 2024
Q3 2024
|
Founders Financial Securities LLC
|
BUY
|
- |
7.81KNew |
$303K - $324K
|
7.81K
$332K
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
7.67K+ 10.71% |
$298K - $317K
|
79.3K
$3.37M
|
|
|
Nov 08, 2024
Q3 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
7.55KNew |
$293K - $312K
|
7.55K
$321K
|
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
7.55KNew |
$293K - $312K
|
7.55K
$321K
|
|
|
Nov 13, 2024
Q3 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
6.58KNew |
$255K - $273K
|
6.58K
$280K
|
|
|
Oct 23, 2024
Q3 2024
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
6.4KNew |
$248K - $265K
|
6.4K
$272K
|
|
|
Nov 12, 2024
Q3 2024
|
Jim Saulnier & Associates, LLC
Fort Collins, CO |
BUY
|
- |
6.13KNew |
$238K - $254K
|
6.13K
$261K
|
|
|
Oct 31, 2024
Q3 2024
|
Wmg Financial Advisors, LLC
|
BUY
|
- |
5.64KNew |
$219K - $234K
|
5.64K
$240K
|
|
|
Nov 18, 2024
Q3 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
5.38K+ 14.0% |
$209K - $223K
|
43.9K
$1.86M
|
|
|
Oct 17, 2024
Q3 2024
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
5.18K+ 22.89% |
$201K - $215K
|
27.8K
$1.18M
|
|
|
Nov 04, 2024
Q3 2024
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
5.14KNew |
$199K - $213K
|
5.14K
$218K
|
|
|
Nov 13, 2024
Q3 2024
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
5.04KNew |
$196K - $209K
|
5.04K
$214K
|
|
|
Nov 08, 2024
Q3 2024
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
5K+ 500.0% |
$194K - $207K
|
6K
$255K
|
|
|
Oct 08, 2024
Q3 2024
|
Brookstone Capital Management
|
BUY
|
- |
4.88KNew |
$189K - $202K
|
4.88K
$207K
|
|
|
Oct 29, 2024
Q3 2024
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
4.8K+ 24.04% |
$186K - $199K
|
24.7K
$1.05M
|
|
|
Dec 13, 2024
Q3 2024
|
Smart Wealth LLC
Omaha, NE |
BUY
|
- |
4.2K+ 33.04% |
$163K - $174K
|
16.9K
$719K
|