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 |
|---|---|---|---|---|---|---|---|
|
Oct 23, 2024
Q3 2024
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
6.4KNew |
$248K - $265K
|
6.4K
$261K
|
|
|
Oct 23, 2024
Q3 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
22.6KNew |
$876K - $935K
|
22.6K
$920K
|
|
|
Oct 22, 2024
Q3 2024
|
Spectrum Asset Management, Inc.
|
BUY
|
- |
11KNew |
$426K - $454K
|
11K
$447K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
153K+ 142.7% |
$5.92M - $6.32M
|
259K
$10.6M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
39.1K+ 32.43% |
$1.52M - $1.62M
|
159K
$6.5M
|
|
|
Oct 16, 2024
Q3 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
4.09KNew |
$159K - $169K
|
4.09K
$166K
|
|
|
Oct 15, 2024
Q3 2024
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
SELL
|
- |
-650- 5.9% |
$25.2K - $26.9K
|
10.4K
$422K
|
|
|
Oct 11, 2024
Q3 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
10.3K+ 160.16% |
$398K - $424K
|
16.7K
$678K
|
|
|
Oct 09, 2024
Q3 2024
|
Ferguson Shapiro LLC
|
BUY
|
- |
25.4KNew |
$986K - $1.05M
|
25.4K
$1.04M
|
|
|
Oct 08, 2024
Q3 2024
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
1.11K+ 351.75% |
$43K - $45.9K
|
1.42K
$58K
|
|
| Q2 2024 | |||||||
|
Dec 12, 2024
Q2 2024
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
BUY
|
- |
6.67KNew |
$251K - $266K
|
6.67K
$272K
|
|
|
Aug 19, 2024
Q2 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
107+ 1.75% |
$4.03K - $4.26K
|
6.21K
$253K
|
|
|
Aug 13, 2024
Q2 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
7.41KNew |
$279K - $295K
|
7.41K
$302K
|
|
|
Aug 09, 2024
Q2 2024
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
116New |
$4.37K - $4.62K
|
116
$4.73K
|
|
|
Jul 24, 2024
Q2 2024
|
Lvz, Inc.
|
BUY
|
- |
150+ 1.77% |
$5.65K - $5.97K
|
8.64K
$352K
|
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
2.42KNew |
$91K - $96.2K
|
2.42K
$98.5K
|
|
|
Jul 11, 2024
Q2 2024
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-710- 80.96% |
$26.7K - $28.3K
|
167
$6.8K
|
|
| Q1 2024 | |||||||
|
Feb 28, 2025
Q1 2024
|
Dogwood Wealth Management LLC
Lenexa, KS |
SELL
|
- |
-4.92KClosed |
$178K - $190K
|
0
$0
|
|
|
Dec 26, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
50New |
$1.81K - $1.93K
|
50
$2.04K
|
|
|
Nov 05, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-3.92K- 34.27% |
$142K - $152K
|
7.52K
$306K
|
|
|
Jul 03, 2024
Q1 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
700New |
$25.3K - $27.1K
|
700
$28.5K
|
|
|
May 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
100New |
$3.61K - $3.87K
|
100
$4.07K
|
|
|
May 15, 2024
Q1 2024
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
11.3KNew |
$407K - $435K
|
11.3K
$459K
|
|
|
May 14, 2024
Q1 2024
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
6.51KNew |
$235K - $252K
|
6.51K
$265K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-22.5K- 74.06% |
$814K - $871K
|
7.89K
$321K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
6.99K+ 11.93% |
$252K - $270K
|
65.5K
$2.67M
|
|
|
May 10, 2024
Q1 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-450- 67.16% |
$16.3K - $17.4K
|
220
$8.96K
|
|
|
Apr 19, 2024
Q1 2024
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
SELL
|
- |
-823K- 99.23% |
$29.7M - $31.8M
|
6.36K
$259K
|
|
| Q4 2023 | |||||||
|
Jul 22, 2024
Q4 2023
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
42.2KNew |
$1.4M - $1.54M
|
42.2K
$1.72M
|
|
|
Feb 15, 2024
Q4 2023
|
Encompass More Asset Management
Danville, CA |
BUY
|
- |
21.1KNew |
$700K - $770K
|
21.1K
$858K
|
|
|
Feb 14, 2024
Q4 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
35New |
$1.16K - $1.28K
|
35
$1.43K
|
|
|
Feb 13, 2024
Q4 2023
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
2.41K+ 12.85% |
$80.2K - $88.1K
|
21.2K
$863K
|
|
|
Feb 12, 2024
Q4 2023
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
5.7KNew |
$190K - $208K
|
5.7K
$232K
|
|
|
Feb 08, 2024
Q4 2023
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-190- 1.9% |
$6.32K - $6.95K
|
9.81K
$400K
|
|
|
Feb 07, 2024
Q4 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
22.7KNew |
$756K - $831K
|
22.7K
$926K
|
|
|
Feb 05, 2024
Q4 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
7.05KNew |
$235K - $258K
|
7.05K
$287K
|
|
|
Jan 31, 2024
Q4 2023
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
512New |
$17K - $18.7K
|
512
$20.9K
|
|
|
Jan 30, 2024
Q4 2023
|
Scissortail Wealth Management, LLC
Tulsa, OK |
BUY
|
- |
1.77K+ 1.54% |
$58.8K - $64.6K
|
116K
$4.74M
|
|
|
Jan 25, 2024
Q4 2023
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-404- 0.59% |
$13.4K - $14.8K
|
67.8K
$2.76M
|
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-2.23K- 8.57% |
$74.1K - $81.4K
|
23.8K
$969K
|
|
|
Jan 19, 2024
Q4 2023
|
Donald L. Hagan, LLC
|
SELL
|
- |
-147- 0.19% |
$4.89K - $5.37K
|
78.8K
$3.21M
|
|
|
Jan 16, 2024
Q4 2023
|
Hbw Advisory Services LLC
|
BUY
|
- |
13.8KNew |
$461K - $506K
|
13.8K
$564K
|
|
|
Jan 10, 2024
Q4 2023
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
8.98K+ 79.8% |
$299K - $328K
|
20.2K
$824K
|
|
|
Jan 08, 2024
Q4 2023
|
Capital Cs Group, LLC
|
BUY
|
- |
40.7KNew |
$1.36M - $1.49M
|
40.7K
$1.66M
|
|
| Q3 2023 | |||||||
|
Nov 14, 2023
Q3 2023
|
Stephens Inc
|
BUY
|
- |
8.59KNew |
$291K - $303K
|
8.59K
$350K
|
|
|
Nov 13, 2023
Q3 2023
|
Truadvice, LLC
Sarasota, FL |
BUY
|
- |
2.33K+ 29.81% |
$78.9K - $82.1K
|
10.1K
$412K
|
|
|
Nov 13, 2023
Q3 2023
|
Milestone Asset Management, LLC
Pittsburgh, PA |
BUY
|
- |
689KNew |
$23.4M - $24.3M
|
689K
$28.1M
|
|
|
Nov 13, 2023
Q3 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
425+ 49.71% |
$14.4K - $15K
|
1.28K
$52.1K
|
|
|
Nov 09, 2023
Q3 2023
|
1 St Source Bank
|
BUY
|
- |
713+ 8.67% |
$24.2K - $25.2K
|
8.94K
$364K
|
|
|
Nov 02, 2023
Q3 2023
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
1.12KNew |
$38K - $39.6K
|
1.12K
$45.6K
|
|