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 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
6.28KNew |
$213K - $222K
|
6.28K
$256K
|
|
|
Oct 05, 2023
Q3 2023
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
676KNew |
$22.9M - $23.9M
|
676K
$27.5M
|
|
| Q2 2023 | |||||||
|
Aug 01, 2023
Q2 2023
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
298New |
$9.58K - $10.3K
|
298
$12.1K
|
|
|
Jul 19, 2023
Q2 2023
|
Eudaimonia Partners, LLC
Winchester, TN |
BUY
|
- |
5.9KNew |
$190K - $205K
|
5.9K
$240K
|
|
|
Jul 18, 2023
Q2 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
138+ 1.56% |
$4.44K - $4.79K
|
8.99K
$366K
|
|
| Q1 2023 | |||||||
|
Apr 18, 2023
Q1 2023
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-1.43K- 4.06% |
$43.9K - $46.5K
|
33.9K
$1.38M
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
1.02K+ 607.78% |
$30K - $32.2K
|
1.18K
$48.2K
|
|
|
Feb 07, 2023
Q4 2022
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
6.92KNew |
$204K - $219K
|
6.92K
$282K
|
|
|
Jan 30, 2023
Q4 2022
|
Echo Wealth Management, LLC
|
BUY
|
- |
4.04K+ 54.2% |
$119K - $128K
|
11.5K
$468K
|
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
100New |
$2.95K - $3.17K
|
100
$4.07K
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
18.4KNew |
$547K - $591K
|
18.4K
$751K
|
|
|
Nov 14, 2022
Q3 2022
|
Kovack Advisors, Inc.
|
BUY
|
- |
12KNew |
$356K - $385K
|
12K
$489K
|
|
|
Nov 01, 2022
Q3 2022
|
Strategic Asset Management, LLC
|
BUY
|
- |
1.54K+ 89.25% |
$45.8K - $49.5K
|
3.27K
$133K
|
|
|
Oct 17, 2022
Q3 2022
|
Sage Capital Advisors,Llc
|
BUY
|
- |
20KNew |
$592K - $640K
|
20K
$813K
|
|
| Q2 2022 | |||||||
|
Aug 15, 2022
Q2 2022
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
39.1KNew |
$1.2M - $1.31M
|
39.1K
$1.59M
|
|
|
Aug 12, 2022
Q2 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-50KClosed |
$1.53M - $1.68M
|
0
$0
|
|
|
Jul 29, 2022
Q2 2022
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
86New |
$2.63K - $2.89K
|
86
$3.5K
|
|
| Q1 2022 | |||||||
|
May 16, 2022
Q1 2022
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-12.6KClosed |
$404K - $424K
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-30.7KClosed |
$988K - $1.04M
|
0
$0
|
|
|
May 03, 2022
Q1 2022
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-48.4KClosed |
$1.56M - $1.64M
|
0
$0
|
|
| Q4 2021 | |||||||
|
Feb 10, 2022
Q4 2021
|
3 D/L Capital Management, LLC
|
SELL
|
- |
-14.1KClosed |
$461K - $477K
|
0
$0
|
|
| Q3 2021 | |||||||
|
Mar 22, 2023
Q3 2021
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
4.65K+ 69.98% |
$151K - $154K
|
11.3K
$460K
|
|
|
Nov 15, 2021
Q3 2021
|
Triumph Capital Management
|
SELL
|
- |
-3.93K- 27.73% |
$128K - $130K
|
10.3K
$418K
|
|
|
Nov 02, 2021
Q3 2021
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
605New |
$19.6K - $20K
|
605
$24.6K
|
|
|
Oct 14, 2021
Q3 2021
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
300New |
$9.73K - $9.94K
|
300
$12.2K
|
|
|
Oct 13, 2021
Q3 2021
|
Cypress Wealth Services, LLC
|
BUY
|
- |
15.2KNew |
$492K - $502K
|
15.2K
$618K
|
|
| Q2 2021 | |||||||
|
Aug 16, 2021
Q2 2021
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
297KNew |
$9.59M - $9.69M
|
297K
$12.1M
|
|
|
Jul 14, 2021
Q2 2021
|
Vista Private Wealth Partners. LLC
|
SELL
|
- |
-9.06KClosed |
$293K - $295K
|
0
$0
|
|
| Q1 2021 | |||||||
|
May 04, 2021
Q1 2021
|
Grant Street Asset Management, Inc.
Canonsburg, PA |
SELL
|
- |
-1.49KClosed |
$47K - $48.1K
|
0
$0
|
|
|
Apr 09, 2021
Q1 2021
|
Legacy Private Trust Co.
|
SELL
|
- |
-19.2KClosed |
$605K - $620K
|
0
$0
|
|