Latest Institutional Purchases of First Tr Exch Trd Fd Viii Ft C (DJUL)
This list provides information on the latest institutional transactions involving First Tr Exch Trd Fd Viii Ft C (DJUL) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 03, 2024
Q1 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
700New |
$25.3K - $27.1K
|
700
$32.8K
|
|
|
May 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
100New |
$3.61K - $3.87K
|
100
$4.68K
|
|
|
Dec 26, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
50New |
$1.81K - $1.93K
|
50
$2.34K
|
|
| Q4 2023 | |||||||
|
Jul 22, 2024
Q4 2023
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
42.2KNew |
$1.4M - $1.54M
|
42.2K
$1.98M
|
|
|
Jan 08, 2024
Q4 2023
|
Capital Cs Group, LLC
|
BUY
|
- |
40.7KNew |
$1.36M - $1.49M
|
40.7K
$1.91M
|
|
|
Feb 07, 2024
Q4 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
22.7KNew |
$756K - $831K
|
22.7K
$1.06M
|
|
|
Feb 15, 2024
Q4 2023
|
Encompass More Asset Management
Danville, CA |
BUY
|
- |
21.1KNew |
$700K - $770K
|
21.1K
$986K
|
|
|
Jan 16, 2024
Q4 2023
|
Hbw Advisory Services LLC
|
BUY
|
- |
13.8KNew |
$461K - $506K
|
13.8K
$648K
|
|
|
Jan 10, 2024
Q4 2023
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
8.98K+ 79.8% |
$299K - $328K
|
20.2K
$947K
|
|
|
Feb 05, 2024
Q4 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
7.05KNew |
$235K - $258K
|
7.05K
$330K
|
|
|
Feb 12, 2024
Q4 2023
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
5.7KNew |
$190K - $208K
|
5.7K
$267K
|
|
|
Jan 30, 2024
Q4 2023
|
Scissortail Wealth Management, LLC
Tulsa, OK |
BUY
|
- |
1.77K+ 1.54% |
$58.8K - $64.6K
|
116K
$5.45M
|
|
|
Jan 31, 2024
Q4 2023
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
512New |
$17K - $18.7K
|
512
$24K
|
|
|
Feb 14, 2024
Q4 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
35New |
$1.16K - $1.28K
|
35
$1.64K
|
|
| Q3 2023 | |||||||
|
Nov 13, 2023
Q3 2023
|
Milestone Asset Management, LLC
Pittsburgh, PA |
BUY
|
- |
689KNew |
$23.4M - $24.3M
|
689K
$32.2M
|
|
|
Oct 05, 2023
Q3 2023
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
676KNew |
$22.9M - $23.9M
|
676K
$31.7M
|
|
|
Nov 14, 2023
Q3 2023
|
Stephens Inc
|
BUY
|
- |
8.59KNew |
$291K - $303K
|
8.59K
$402K
|
|
|
Nov 13, 2023
Q3 2023
|
Truadvice, LLC
Sarasota, FL |
BUY
|
- |
2.33K+ 29.81% |
$78.9K - $82.1K
|
10.1K
$474K
|
|
|
Nov 13, 2023
Q3 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
425+ 49.71% |
$14.4K - $15K
|
1.28K
$59.9K
|
|
| Q2 2023 | |||||||
|
Jul 19, 2023
Q2 2023
|
Eudaimonia Partners, LLC
Winchester, TN |
BUY
|
- |
5.9KNew |
$190K - $205K
|
5.9K
$276K
|
|
|
Aug 01, 2023
Q2 2023
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
298New |
$9.58K - $10.3K
|
298
$13.9K
|
|
|
Jul 18, 2023
Q2 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
138+ 1.56% |
$4.44K - $4.79K
|
8.99K
$421K
|
|
| Q4 2022 | |||||||
|
Feb 07, 2023
Q4 2022
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
6.92KNew |
$204K - $219K
|
6.92K
$324K
|
|
|
Jan 30, 2023
Q4 2022
|
Echo Wealth Management, LLC
|
BUY
|
- |
4.04K+ 54.2% |
$119K - $128K
|
11.5K
$537K
|
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
1.02K+ 607.78% |
$30K - $32.2K
|
1.18K
$55.3K
|
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
100New |
$2.95K - $3.17K
|
100
$4.68K
|
|
| Q3 2022 | |||||||
|
Oct 17, 2022
Q3 2022
|
Sage Capital Advisors,Llc
|
BUY
|
- |
20KNew |
$592K - $640K
|
20K
$935K
|
|
|
Nov 14, 2022
Q3 2022
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
18.4KNew |
$547K - $591K
|
18.4K
$863K
|
|
|
Nov 01, 2022
Q3 2022
|
Strategic Asset Management, LLC
|
BUY
|
- |
1.54K+ 89.25% |
$45.8K - $49.5K
|
3.27K
$153K
|
|
| Q2 2022 | |||||||
|
Aug 15, 2022
Q2 2022
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
39.1KNew |
$1.2M - $1.31M
|
39.1K
$1.83M
|
|
| Q3 2021 | |||||||
|
Oct 13, 2021
Q3 2021
|
Cypress Wealth Services, LLC
|
BUY
|
- |
15.2KNew |
$492K - $502K
|
15.2K
$710K
|
|
|
Mar 22, 2023
Q3 2021
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
4.65K+ 69.98% |
$151K - $154K
|
11.3K
$528K
|
|
|
Nov 02, 2021
Q3 2021
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
605New |
$19.6K - $20K
|
605
$28.3K
|
|
|
Oct 14, 2021
Q3 2021
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
300New |
$9.73K - $9.94K
|
300
$14K
|
|
| Q2 2021 | |||||||
|
Aug 16, 2021
Q2 2021
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
297KNew |
$9.59M - $9.69M
|
297K
$13.9M
|
|