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 |
|---|---|---|---|---|---|---|---|
|
Oct 16, 2024
Q3 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
4.09KNew |
$159K - $169K
|
4.09K
$174K
|
|
|
Oct 07, 2024
Q3 2024
|
Ignite Planners, LLC
|
BUY
|
- |
3.29K+ 1.65% |
$128K - $136K
|
203K
$8.62M
|
|
|
Nov 12, 2024
Q3 2024
|
Larson Financial Group LLC
|
BUY
|
- |
3.12K+ 875.28% |
$121K - $129K
|
3.47K
$148K
|
|
|
Nov 13, 2024
Q3 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
2.4KNew |
$93.1K - $99.3K
|
2.4K
$102K
|
|
|
Oct 25, 2024
Q3 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
1.99K+ 16.49% |
$77.2K - $82.4K
|
14.1K
$598K
|
|
|
Nov 04, 2024
Q3 2024
|
Arbor Capital Management Inc
Anchorage, AK |
BUY
|
- |
1.86K+ 28.78% |
$72K - $76.9K
|
8.3K
$353K
|
|
|
Oct 25, 2024
Q3 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
1.85K+ 17.16% |
$71.6K - $76.4K
|
12.6K
$536K
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
1.26K+ 315.04% |
$48.8K - $52.1K
|
1.66K
$70.4K
|
|
|
Oct 08, 2024
Q3 2024
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
1.11K+ 351.75% |
$43K - $45.9K
|
1.42K
$60.5K
|
|
|
Oct 24, 2024
Q3 2024
|
Bouchey Financial Group LTD
|
BUY
|
- |
1.09K+ 12.24% |
$42.3K - $45.1K
|
10K
$425K
|
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
1.01KNew |
$39.2K - $41.8K
|
1.01K
$42.9K
|
|
|
Nov 08, 2024
Q3 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
1KNew |
$38.8K - $41.4K
|
1K
$42.5K
|
|
|
Oct 15, 2024
Q3 2024
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
956+ 7.56% |
$37.1K - $39.6K
|
13.6K
$578K
|
|
|
Nov 15, 2024
Q3 2024
|
Barclays PLC
London, X0 |
BUY
|
- |
954New |
$37K - $39.5K
|
954
$40.6K
|
|
|
Nov 12, 2024
Q3 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
630New |
$24.5K - $26.1K
|
630
$26.8K
|
|
|
Nov 15, 2024
Q3 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
534+ 8.5% |
$20.7K - $22.1K
|
6.82K
$290K
|
|
|
Oct 24, 2024
Q3 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
400+ 7.74% |
$15.5K - $16.6K
|
5.57K
$237K
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
205New |
$7.96K - $8.49K
|
205
$8.72K
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
182New |
$7.06K - $7.54K
|
182
$7.74K
|
|
|
Oct 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
161+ 23.64% |
$6.25K - $6.67K
|
842
$35.8K
|
|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
141+ 15.0% |
$5.47K - $5.84K
|
1.08K
$46K
|
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
8+ 0.07% |
$310 - $331
|
11.2K
$477K
|
|
|
Oct 15, 2024
Q3 2024
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-34- 0.38% |
$1.32K - $1.41K
|
9.01K
$383K
|
|
|
Nov 12, 2024
Q3 2024
|
Centaurus Financial, Inc.
|
SELL
|
- |
-50- 0.62% |
$1.94K - $2.07K
|
7.97K
$339K
|
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-345- 57.69% |
$13.4K - $14.3K
|
253
$10.8K
|
|
|
Oct 15, 2024
Q3 2024
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
SELL
|
- |
-650- 5.9% |
$25.2K - $26.9K
|
10.4K
$441K
|
|
|
Nov 12, 2024
Q3 2024
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-1.66K- 24.16% |
$64.4K - $68.7K
|
5.21K
$222K
|
|
|
Nov 04, 2024
Q3 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-1.83K- 22.64% |
$70.8K - $75.6K
|
6.24K
$265K
|
|
|
Nov 13, 2024
Q3 2024
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-1.84K- 8.3% |
$71.2K - $76K
|
20.3K
$862K
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-2.24K- 6.83% |
$86.8K - $92.6K
|
30.5K
$1.3M
|
|
|
Oct 30, 2024
Q3 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-3.13K- 5.7% |
$122K - $130K
|
51.8K
$2.2M
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-3.71K- 15.95% |
$144K - $154K
|
19.6K
$832K
|
|
|
Nov 07, 2024
Q3 2024
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-5.08K- 18.27% |
$197K - $211K
|
22.7K
$967K
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-6.1K- 25.88% |
$237K - $252K
|
17.5K
$742K
|
|
|
Nov 14, 2024
Q3 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-7.54K- 6.31% |
$293K - $312K
|
112K
$4.76M
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-10.2K- 33.26% |
$397K - $423K
|
20.5K
$872K
|
|
|
Nov 05, 2024
Q3 2024
|
Smart Money Group LLC
|
SELL
|
- |
-14K- 7.55% |
$545K - $581K
|
172K
$7.31M
|
|
|
Nov 05, 2024
Q3 2024
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-157K- 90.81% |
$6.09M - $6.5M
|
15.9K
$676K
|