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 07, 2024
Q4 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
892+ 58.53% |
$29.7K - $32.6K
|
2.42K
$101K
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
670New |
$22.3K - $24.5K
|
670
$28K
|
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
525+ 1.7% |
$17.5K - $19.2K
|
31.5K
$1.32M
|
|
|
Jan 31, 2024
Q4 2023
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
512New |
$17K - $18.7K
|
512
$21.4K
|
|
|
Feb 14, 2024
Q4 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
400+ 3.62% |
$13.3K - $14.6K
|
11.5K
$479K
|
|
|
Feb 07, 2024
Q4 2023
|
Integrity Financial Corp
|
BUY
|
- |
217+ 2.29% |
$7.22K - $7.93K
|
9.71K
$406K
|
|
|
Feb 08, 2024
Q4 2023
|
Meridian Wealth Management, LLC
|
BUY
|
- |
175+ 2.18% |
$5.82K - $6.4K
|
8.19K
$342K
|
|
|
Feb 26, 2024
Q4 2023
|
Centaurus Financial, Inc.
|
BUY
|
- |
156+ 2.02% |
$5.19K - $5.7K
|
7.87K
$329K
|
|
|
Mar 15, 2024
Q4 2023
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
145+ 2.38% |
$4.82K - $5.3K
|
6.25K
$261K
|
|
|
Feb 14, 2024
Q4 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
35New |
$1.16K - $1.28K
|
35
$1.46K
|
|
|
Jan 17, 2024
Q4 2023
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-20- 0.23% |
$665 - $731
|
8.82K
$369K
|
|
|
Feb 13, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-105- 0.19% |
$3.49K - $3.84K
|
54.2K
$2.26M
|
|
|
Jan 19, 2024
Q4 2023
|
Donald L. Hagan, LLC
|
SELL
|
- |
-147- 0.19% |
$4.89K - $5.37K
|
78.8K
$3.29M
|
|
|
Feb 08, 2024
Q4 2023
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-190- 1.9% |
$6.32K - $6.95K
|
9.81K
$410K
|
|
|
Jan 25, 2024
Q4 2023
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-404- 0.59% |
$13.4K - $14.8K
|
67.8K
$2.83M
|
|
|
Feb 14, 2024
Q4 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-508- 0.7% |
$16.9K - $18.6K
|
72K
$3.01M
|
|
|
Feb 14, 2024
Q4 2023
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
SELL
|
- |
-549- 0.41% |
$18.3K - $20.1K
|
133K
$5.56M
|
|
|
Feb 13, 2024
Q4 2023
|
Prosperity Consulting Group, LLC
|
SELL
|
- |
-1.1K- 6.91% |
$36.5K - $40.1K
|
14.8K
$617K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-1.12K- 10.56% |
$37.3K - $40.9K
|
9.48K
$396K
|
|
|
Jan 29, 2024
Q4 2023
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-1.62K- 51.43% |
$53.9K - $59.2K
|
1.53K
$64K
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-1.69K- 0.92% |
$56.1K - $61.6K
|
182K
$7.59M
|
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-2.23K- 8.57% |
$74.1K - $81.4K
|
23.8K
$994K
|
|
|
Feb 02, 2024
Q4 2023
|
Truist Financial Corp
|
SELL
|
- |
-5.24K- 10.17% |
$174K - $192K
|
46.3K
$1.93M
|
|
|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-5.72K- 25.6% |
$190K - $209K
|
16.6K
$695K
|
|
|
Jan 25, 2024
Q4 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-7.87K- 23.04% |
$262K - $288K
|
26.3K
$1.1M
|
|
|
Feb 12, 2024
Q4 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-24.1K- 48.15% |
$802K - $881K
|
26K
$1.09M
|
|
|
Feb 14, 2024
Q4 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-26.6K- 55.57% |
$885K - $972K
|
21.3K
$889K
|
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-29.8K- 3.06% |
$990K - $1.09M
|
943K
$39.4M
|
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-73.1K- 76.25% |
$2.43M - $2.67M
|
22.8K
$951K
|