Latest Institutional Transactions on First Tr Exch Trd Fd Viii Ft C (DJUL)
This table provides information on the latest institutional transactions involving First Tr Exch Trd Fd Viii Ft C (DJUL) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Nov 12, 2024
Q3 2024
|
Stone X Group Inc.
|
BUY
|
- |
27.9KNew |
$1.08M - $1.16M
|
27.9K
$1.2M
|
|
Nov 12, 2024
Q3 2024
|
Jim Saulnier & Associates, LLC
Fort Collins, CO |
BUY
|
- |
6.13KNew |
$238K - $254K
|
6.13K
$263K
|
|
Nov 12, 2024
Q3 2024
|
Larson Financial Group LLC
|
BUY
|
- |
3.12K+ 875.28% |
$121K - $129K
|
3.47K
$149K
|
|
Nov 12, 2024
Q3 2024
|
Centaurus Financial, Inc.
|
SELL
|
- |
-50- 0.62% |
$1.94K - $2.07K
|
7.97K
$341K
|
|
Nov 12, 2024
Q3 2024
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-1.66K- 24.16% |
$64.4K - $68.7K
|
5.21K
$223K
|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
141+ 15.0% |
$5.47K - $5.84K
|
1.08K
$46.3K
|
|
Nov 08, 2024
Q3 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
7.55KNew |
$293K - $312K
|
7.55K
$323K
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-2.24K- 6.83% |
$86.8K - $92.6K
|
30.5K
$1.31M
|
|
Nov 08, 2024
Q3 2024
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
5K+ 500.0% |
$194K - $207K
|
6K
$257K
|
|
Nov 08, 2024
Q3 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
1KNew |
$38.8K - $41.4K
|
1K
$42.9K
|
|
Nov 07, 2024
Q3 2024
|
Schwallier Wealth Management LLC
Grand Rapids, MI |
BUY
|
- |
9.53KNew |
$370K - $395K
|
9.53K
$408K
|
|
Nov 07, 2024
Q3 2024
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-5.08K- 18.27% |
$197K - $211K
|
22.7K
$975K
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
190K+ 454.42% |
$7.36M - $7.86M
|
231K
$9.92M
|
|
Nov 05, 2024
Q3 2024
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-157K- 90.81% |
$6.09M - $6.5M
|
15.9K
$681K
|
|
Nov 04, 2024
Q3 2024
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
5.14KNew |
$199K - $213K
|
5.14K
$220K
|
|
Nov 04, 2024
Q3 2024
|
Arbor Capital Management Inc
Anchorage, AK |
BUY
|
- |
1.86K+ 28.78% |
$72K - $76.9K
|
8.3K
$356K
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-10.2K- 33.26% |
$397K - $423K
|
20.5K
$879K
|
|
Nov 04, 2024
Q3 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-1.83K- 22.64% |
$70.8K - $75.6K
|
6.24K
$267K
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
1.01KNew |
$39.2K - $41.8K
|
1.01K
$43.3K
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
7.55KNew |
$293K - $312K
|
7.55K
$323K
|
|
Oct 31, 2024
Q3 2024
|
Wmg Financial Advisors, LLC
|
BUY
|
- |
5.64KNew |
$219K - $234K
|
5.64K
$242K
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
12.5K+ 27.09% |
$485K - $517K
|
58.6K
$2.51M
|
|
Oct 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
161+ 23.64% |
$6.25K - $6.67K
|
842
$36.1K
|
|
Oct 24, 2024
Q3 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
400+ 7.74% |
$15.5K - $16.6K
|
5.57K
$238K
|
|
Oct 24, 2024
Q3 2024
|
Lunt Capital Management, Inc.
Holladay, UT |
BUY
|
- |
22.6KNew |
$876K - $935K
|
22.6K
$967K
|
|
Oct 24, 2024
Q3 2024
|
Bouchey Financial Group LTD
|
BUY
|
- |
1.09K+ 12.24% |
$42.3K - $45.1K
|
10K
$428K
|
|
Oct 23, 2024
Q3 2024
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
6.4KNew |
$248K - $265K
|
6.4K
$274K
|
|
Oct 23, 2024
Q3 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
22.6KNew |
$876K - $935K
|
22.6K
$967K
|
|
Oct 22, 2024
Q3 2024
|
Spectrum Asset Management, Inc.
|
BUY
|
- |
11KNew |
$426K - $454K
|
11K
$470K
|
|
Oct 21, 2024
Q3 2024
|
Integrity Financial Corp
|
BUY
|
- |
13.2K+ 156.26% |
$513K - $547K
|
21.7K
$929K
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
39.1K+ 32.43% |
$1.52M - $1.62M
|
159K
$6.83M
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
153K+ 142.7% |
$5.92M - $6.32M
|
259K
$11.1M
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
37.9K+ 87.25% |
$1.47M - $1.57M
|
81.3K
$3.48M
|
|
Oct 16, 2024
Q3 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
4.09KNew |
$159K - $169K
|
4.09K
$175K
|
|
Oct 15, 2024
Q3 2024
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-34- 0.38% |
$1.32K - $1.41K
|
9.01K
$386K
|
|
Oct 15, 2024
Q3 2024
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
SELL
|
- |
-650- 5.9% |
$25.2K - $26.9K
|
10.4K
$444K
|
|
Oct 15, 2024
Q3 2024
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
956+ 7.56% |
$37.1K - $39.6K
|
13.6K
$583K
|
|
Oct 11, 2024
Q3 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
10.3K+ 160.16% |
$398K - $424K
|
16.7K
$713K
|
|
Oct 09, 2024
Q3 2024
|
Ferguson Shapiro LLC
|
BUY
|
- |
25.4KNew |
$986K - $1.05M
|
25.4K
$1.09M
|
|
Oct 08, 2024
Q3 2024
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
1.11K+ 351.75% |
$43K - $45.9K
|
1.42K
$61K
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
BUY
|
- |
90.2K+ 232.62% |
$3.5M - $3.74M
|
129K
$5.53M
|
|
Q2 2024 | |||||||
Dec 12, 2024
Q2 2024
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
BUY
|
- |
6.67KNew |
$251K - $266K
|
6.67K
$286K
|
|
Aug 19, 2024
Q2 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
107+ 1.75% |
$4.03K - $4.26K
|
6.21K
$266K
|
|
Aug 15, 2024
Q2 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-1K- 5.65% |
$37.7K - $39.8K
|
16.7K
$716K
|
|
Aug 14, 2024
Q2 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-67.4K- 63.23% |
$2.54M - $2.68M
|
39.2K
$1.68M
|
|
Aug 14, 2024
Q2 2024
|
Old Mission Capital LLC
|
SELL
|
- |
-3.43K- 23.02% |
$129K - $136K
|
11.5K
$491K
|
|
Aug 13, 2024
Q2 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
7.41KNew |
$279K - $295K
|
7.41K
$317K
|
|
Aug 12, 2024
Q2 2024
|
Hrt Financial LP
New York, NY |
SELL
|
- |
-8.77K- 24.84% |
$330K - $349K
|
26.5K
$1.14M
|
|
Aug 09, 2024
Q2 2024
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
116New |
$4.37K - $4.62K
|
116
$4.97K
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-1- -0.0% |
$37.7 - $39.8
|
22.3K
$957K
|