Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 27, 2025
Q4 2024
|
Foguth Wealth Management, Llc.
Brighton, MI |
BUY
|
- |
92K+ 136.44% |
$3.78M - $3.92M
|
159K
$6.83M
|
|
|
Jan 13, 2025
Q4 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
52.3K+ 77.52% |
$2.15M - $2.23M
|
120K
$5.13M
|
|
|
Jan 28, 2025
Q4 2024
|
Smart Wealth LLC
Omaha, NE |
BUY
|
- |
24.5K+ 144.95% |
$1.01M - $1.04M
|
41.4K
$1.78M
|
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
13KNew |
$534K - $554K
|
13K
$557K
|
|
|
Jan 24, 2025
Q4 2024
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
BUY
|
- |
5.83K+ 3.47% |
$240K - $248K
|
174K
$7.45M
|
|
|
Jan 24, 2025
Q4 2024
|
Holistic Planning, LLC
Nacogdoches, TX |
BUY
|
- |
5.64KNew |
$232K - $240K
|
5.64K
$242K
|
|
|
Jan 23, 2025
Q4 2024
|
Five Pine Wealth Management
Coeur D Alene, ID |
BUY
|
- |
5.06KNew |
$208K - $216K
|
5.06K
$217K
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
SELL
|
- |
-35- 0.72% |
$1.44K - $1.49K
|
4.84K
$207K
|
|
|
Jan 16, 2025
Q4 2024
|
Cambridge Advisors Inc.
|
SELL
|
- |
-500- 8.27% |
$20.5K - $21.3K
|
5.55K
$238K
|
|
|
Jan 24, 2025
Q4 2024
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
SELL
|
- |
-708- 7.05% |
$29.1K - $30.2K
|
9.34K
$400K
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-1.5K- 10.66% |
$61.5K - $63.8K
|
12.6K
$538K
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-2.89K- 5.58% |
$119K - $123K
|
48.9K
$2.09M
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-3.42K- 27.11% |
$140K - $146K
|
9.19K
$394K
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
SELL
|
- |
-3.85K- 6.41% |
$158K - $164K
|
56.1K
$2.4M
|
|
|
Jan 24, 2025
Q4 2024
|
Ogorek Anthony Joseph
|
SELL
|
- |
-4.14K- 0.54% |
$170K - $176K
|
769K
$33M
|
|
|
Jan 16, 2025
Q4 2024
|
Smart Money Group LLC
|
SELL
|
- |
-4.9K- 2.85% |
$201K - $209K
|
167K
$7.16M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-6.01K- 3.78% |
$247K - $256K
|
153K
$6.56M
|
|
|
Jan 29, 2025
Q4 2024
|
Beacon Financial Group
|
SELL
|
- |
-6.21K- 28.45% |
$255K - $265K
|
15.6K
$669K
|
|
|
Jan 22, 2025
Q4 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-9.47K- 99.95% |
$389K - $403K
|
5
$214
|
|
|
Jan 23, 2025
Q4 2024
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-10.2K- 41.34% |
$420K - $436K
|
14.5K
$622K
|
|
|
Jan 13, 2025
Q4 2024
|
Ignite Planners, LLC
|
SELL
|
- |
-12.2K- 6.04% |
$503K - $521K
|
190K
$8.16M
|