Purchases and Sales Made in Q4 2022 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 Q4 2022. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 08, 2023
Q4 2022
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
304KNew |
$8.97M - $9.64M
|
304K
$12.9M
|
|
|
Jan 31, 2023
Q4 2022
|
Ae Wealth Management LLC
|
BUY
|
- |
282K+ 96.11% |
$8.34M - $8.96M
|
576K
$24.5M
|
|
|
Dec 13, 2024
Q4 2022
|
Smart Wealth LLC
Omaha, NE |
BUY
|
- |
118KNew |
$3.49M - $3.75M
|
118K
$5.02M
|
|
|
Feb 02, 2023
Q4 2022
|
Ignite Planners, LLC
|
BUY
|
- |
36.3KNew |
$1.07M - $1.15M
|
36.3K
$1.54M
|
|
|
Feb 14, 2023
Q4 2022
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
35.3KNew |
$1.04M - $1.12M
|
35.3K
$1.5M
|
|
|
Feb 14, 2023
Q4 2022
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
21.2KNew |
$625K - $671K
|
21.2K
$900K
|
|
|
Feb 14, 2023
Q4 2022
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
13.3KNew |
$394K - $423K
|
13.3K
$567K
|
|
|
Feb 10, 2023
Q4 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
10.8K+ 36.07% |
$318K - $342K
|
40.6K
$1.73M
|
|
|
Feb 14, 2023
Q4 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
10.4KNew |
$306K - $329K
|
10.4K
$441K
|
|
|
Feb 07, 2023
Q4 2022
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
10KNew |
$295K - $317K
|
10K
$425K
|
|
|
Feb 15, 2023
Q4 2022
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
9.99K+ 66.36% |
$295K - $317K
|
25.1K
$1.07M
|
|
|
Feb 14, 2023
Q4 2022
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
8.28KNew |
$244K - $263K
|
8.28K
$352K
|
|
|
Feb 17, 2023
Q4 2022
|
Truist Financial Corp
|
BUY
|
- |
7.82KNew |
$231K - $248K
|
7.82K
$333K
|
|
|
Feb 15, 2023
Q4 2022
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
7.78K+ 107.76% |
$230K - $247K
|
15K
$638K
|
|
|
Feb 07, 2023
Q4 2022
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
6.92KNew |
$204K - $219K
|
6.92K
$294K
|
|
|
Feb 13, 2023
Q4 2022
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
BUY
|
- |
6.16KNew |
$182K - $196K
|
6.16K
$262K
|
|
|
Feb 07, 2023
Q4 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
6K+ 10.18% |
$177K - $190K
|
65K
$2.76M
|
|
|
Feb 14, 2023
Q4 2022
|
Old Mission Capital LLC
|
BUY
|
- |
5.72KNew |
$169K - $182K
|
5.72K
$243K
|
|
|
Feb 14, 2023
Q4 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
5.21KNew |
$154K - $165K
|
5.21K
$222K
|
|
|
Jan 30, 2023
Q4 2022
|
Echo Wealth Management, LLC
|
BUY
|
- |
4.04K+ 54.2% |
$119K - $128K
|
11.5K
$488K
|
|
|
Feb 13, 2023
Q4 2022
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
2.3KNew |
$67.9K - $73K
|
2.3K
$97.8K
|
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
1.02K+ 607.78% |
$30K - $32.2K
|
1.18K
$50.3K
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
884+ 12.38% |
$26.1K - $28K
|
8.03K
$341K
|
|
|
Feb 14, 2023
Q4 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
100New |
$2.95K - $3.17K
|
100
$4.25K
|
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
100New |
$2.95K - $3.17K
|
100
$4.25K
|
|
|
Jan 23, 2023
Q4 2022
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
5+ 0.02% |
$148 - $159
|
23.6K
$1M
|
|
|
Jan 30, 2023
Q4 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 07, 2023
Q4 2022
|
Ifp Advisors, Inc
|
SELL
|
- |
-34- 0.13% |
$1K - $1.08K
|
26K
$1.1M
|
|
|
Feb 21, 2023
Q4 2022
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-231- 2.57% |
$6.82K - $7.33K
|
8.75K
$372K
|
|
|
Jan 26, 2023
Q4 2022
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-300- 1.74% |
$8.86K - $9.52K
|
17K
$722K
|
|
|
Feb 13, 2023
Q4 2022
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-824- 6.72% |
$24.3K - $26.1K
|
11.4K
$486K
|
|
|
Feb 08, 2023
Q4 2022
|
Ubs Group Ag
|
SELL
|
- |
-1.08K- 36.01% |
$31.9K - $34.3K
|
1.92K
$81.6K
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-3.32K- 4.7% |
$98K - $105K
|
67.3K
$2.86M
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-5.93K- 19.73% |
$175K - $188K
|
24.1K
$1.03M
|
|
|
Feb 07, 2023
Q4 2022
|
Envestnet Asset Management Inc
|
SELL
|
- |
-41.9K- 72.13% |
$1.24M - $1.33M
|
16.2K
$688K
|
|
|
Feb 10, 2023
Q4 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-44.2K- 28.85% |
$1.3M - $1.4M
|
109K
$4.63M
|
|
|
Feb 08, 2023
Q4 2022
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-278K- 90.64% |
$8.21M - $8.82M
|
28.7K
$1.22M
|