Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 09, 2024
Q4 2023
|
Ogorek Anthony Joseph
|
BUY
|
- |
1.13M+ 354.17% |
$37.7M - $41.4M
|
1.45M
$61.7M
|
|
|
Feb 06, 2024
Q4 2023
|
Smart Money Group LLC
|
BUY
|
- |
542KNew |
$18M - $19.8M
|
542K
$23.1M
|
|
|
Jan 18, 2024
Q4 2023
|
Bouchey Financial Group LTD
|
BUY
|
- |
437KNew |
$14.5M - $16M
|
437K
$18.6M
|
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
165K+ 161.25% |
$5.49M - $6.03M
|
267K
$11.4M
|
|
|
Feb 08, 2024
Q4 2023
|
First Heartland Consultants, Inc.
|
BUY
|
- |
165KNew |
$5.48M - $6.02M
|
165K
$7M
|
|
|
Feb 12, 2024
Q4 2023
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
BUY
|
- |
45.3K+ 5.78% |
$1.51M - $1.66M
|
830K
$35.3M
|
|
|
Jul 22, 2024
Q4 2023
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
42.2KNew |
$1.4M - $1.54M
|
42.2K
$1.8M
|
|
|
Jan 08, 2024
Q4 2023
|
Capital Cs Group, LLC
|
BUY
|
- |
40.7KNew |
$1.36M - $1.49M
|
40.7K
$1.73M
|
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
39K+ 37.22% |
$1.3M - $1.42M
|
144K
$6.11M
|
|
|
Feb 02, 2024
Q4 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
37K+ 433.02% |
$1.23M - $1.35M
|
45.6K
$1.94M
|
|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
BUY
|
- |
35.5K+ 306.35% |
$1.18M - $1.3M
|
47.1K
$2M
|
|
|
Feb 14, 2024
Q4 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
29.3KNew |
$974K - $1.07M
|
29.3K
$1.24M
|
|
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
24.6K+ 13.59% |
$820K - $901K
|
206K
$8.76M
|
|
|
Feb 06, 2024
Q4 2023
|
Spire Wealth Management
|
BUY
|
- |
23.6K+ 72.48% |
$784K - $861K
|
56.1K
$2.38M
|
|
|
Feb 07, 2024
Q4 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
22.7KNew |
$756K - $831K
|
22.7K
$966K
|
|
|
Feb 15, 2024
Q4 2023
|
Encompass More Asset Management
Danville, CA |
BUY
|
- |
21.1KNew |
$700K - $770K
|
21.1K
$895K
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
20.1K+ 7.78% |
$669K - $735K
|
279K
$11.9M
|
|
|
Feb 07, 2024
Q4 2023
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
19.9K+ 132.26% |
$661K - $727K
|
34.9K
$1.48M
|
|
|
Feb 14, 2024
Q4 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
18.5KNew |
$614K - $675K
|
18.5K
$785K
|
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
15.1KNew |
$503K - $553K
|
15.1K
$643K
|
|
|
Jan 24, 2024
Q4 2023
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
BUY
|
- |
14.7K+ 18.19% |
$489K - $537K
|
95.5K
$4.06M
|
|
|
Feb 14, 2024
Q4 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
14.2K+ 60.09% |
$471K - $518K
|
37.7K
$1.6M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
14K+ 85.84% |
$467K - $514K
|
30.4K
$1.29M
|
|
|
Jan 16, 2024
Q4 2023
|
Hbw Advisory Services LLC
|
BUY
|
- |
13.8KNew |
$461K - $506K
|
13.8K
$589K
|
|
|
Jan 08, 2024
Q4 2023
|
Ignite Planners, LLC
|
BUY
|
- |
13.7K+ 4.98% |
$454K - $499K
|
288K
$12.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Old Mission Capital LLC
|
BUY
|
- |
11.3KNew |
$375K - $412K
|
11.3K
$480K
|
|
|
Feb 09, 2024
Q4 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
11.3KNew |
$375K - $412K
|
11.3K
$479K
|
|
|
Feb 09, 2024
Q4 2023
|
Hrt Financial LP
New York, NY |
BUY
|
- |
11.1KNew |
$369K - $406K
|
11.1K
$472K
|
|
|
Jan 10, 2024
Q4 2023
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
8.98K+ 79.8% |
$299K - $328K
|
20.2K
$860K
|
|
|
Feb 05, 2024
Q4 2023
|
Essex Financial Services, Inc.
|
BUY
|
- |
7.44KNew |
$248K - $272K
|
7.44K
$316K
|
|
|
Jan 12, 2024
Q4 2023
|
Ferguson Shapiro LLC
|
BUY
|
- |
7.25K+ 76.2% |
$241K - $265K
|
16.8K
$713K
|
|
|
Feb 05, 2024
Q4 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
7.05KNew |
$235K - $258K
|
7.05K
$300K
|
|
|
Feb 14, 2024
Q4 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
6.94K+ 28.56% |
$231K - $254K
|
31.2K
$1.33M
|
|
|
Feb 07, 2024
Q4 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
6.45KNew |
$215K - $236K
|
6.45K
$274K
|
|
|
Feb 12, 2024
Q4 2023
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
5.7KNew |
$190K - $208K
|
5.7K
$242K
|
|
|
Feb 07, 2024
Q4 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
5.61K+ 14.25% |
$187K - $205K
|
45K
$1.91M
|
|
|
Jan 23, 2024
Q4 2023
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
3.75K+ 18.0% |
$125K - $137K
|
24.6K
$1.05M
|
|
|
Feb 13, 2024
Q4 2023
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
3.55K+ 124.56% |
$118K - $130K
|
6.4K
$272K
|
|
|
Jan 22, 2024
Q4 2023
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
2.93K+ 11.7% |
$97.5K - $107K
|
28K
$1.19M
|
|
|
Feb 13, 2024
Q4 2023
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
2.41K+ 12.85% |
$80.2K - $88.1K
|
21.2K
$900K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
2.23KNew |
$74.2K - $81.6K
|
2.23K
$94.9K
|
|
|
Jan 23, 2024
Q4 2023
|
Lvz, Inc.
|
BUY
|
- |
2.12K+ 33.23% |
$70.4K - $77.4K
|
8.49K
$361K
|
|
|
Feb 09, 2024
Q4 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
1.82K+ 2.58% |
$60.4K - $66.4K
|
72.1K
$3.06M
|
|
|
Jan 30, 2024
Q4 2023
|
Scissortail Wealth Management, LLC
Tulsa, OK |
BUY
|
- |
1.77K+ 1.54% |
$58.8K - $64.6K
|
116K
$4.95M
|
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
1.73K+ 6.61% |
$57.6K - $63.2K
|
27.9K
$1.19M
|
|
|
Jan 12, 2024
Q4 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
1.63K+ 15.95% |
$54.1K - $59.4K
|
11.8K
$502K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
1.38K+ 2.41% |
$45.9K - $50.5K
|
58.5K
$2.49M
|
|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
BUY
|
- |
1.17KNew |
$38.9K - $42.7K
|
1.17K
$49.7K
|
|
|
Feb 14, 2024
Q4 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
1.06K+ 3.83% |
$35.3K - $38.8K
|
28.7K
$1.22M
|
|
|
Jan 16, 2024
Q4 2023
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
1KNew |
$33.3K - $36.6K
|
1K
$42.5K
|