Purchases and Sales Made in Q4 2024 in First Tr Exch Trd Fd Viii Ft C (FJUL)
This table provides information about the institutional ownership of First Tr Exch Trd Fd Viii Ft C (FJUL) 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 |
|---|---|---|---|---|---|---|---|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
704KNew |
$33.6M - $35M
|
704K
$35.3M
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
BUY
|
- |
34.7K+ 53.74% |
$1.65M - $1.73M
|
99.2K
$4.97M
|
|
|
Jan 24, 2025
Q4 2024
|
Gds Wealth Management
|
BUY
|
- |
19.6K+ 9.81% |
$936K - $976K
|
220K
$11M
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
19K+ 4.05% |
$907K - $946K
|
488K
$24.4M
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
10.3K+ 11.62% |
$492K - $513K
|
99K
$4.96M
|
|
|
Jan 22, 2025
Q4 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
10.3K+ 98.66% |
$489K - $510K
|
20.6K
$1.03M
|
|
|
Feb 11, 2025
Q4 2024
|
Grantvest Financial Group LLC
Matawan, NJ |
BUY
|
- |
9.04KNew |
$431K - $450K
|
9.04K
$452K
|
|
|
Feb 04, 2025
Q4 2024
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
8.43KNew |
$402K - $419K
|
8.43K
$422K
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
5.53K+ 49.33% |
$264K - $275K
|
16.7K
$837K
|
|
|
Feb 14, 2025
Q4 2024
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
5.29KNew |
$253K - $263K
|
5.29K
$265K
|
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
5.18KNew |
$247K - $258K
|
5.18K
$259K
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
5K+ 29.81% |
$239K - $249K
|
21.8K
$1.09M
|
|
|
Feb 10, 2025
Q4 2024
|
Founders Financial Securities LLC
|
BUY
|
- |
4.31K+ 63.28% |
$206K - $214K
|
11.1K
$556K
|
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
4.17K+ 611.29% |
$199K - $207K
|
4.85K
$243K
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
BUY
|
- |
4.07K+ 38.17% |
$194K - $202K
|
14.7K
$737K
|
|
|
Jan 29, 2025
Q4 2024
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
3.82K+ 52.16% |
$182K - $190K
|
11.1K
$558K
|
|
|
Jan 24, 2025
Q4 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
2.73K+ 14.58% |
$130K - $136K
|
21.5K
$1.07M
|
|
|
Feb 13, 2025
Q4 2024
|
Hanlon Investment Management, Inc.
|
BUY
|
- |
2.3K+ 42.65% |
$110K - $114K
|
7.68K
$385K
|
|
|
Feb 12, 2025
Q4 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
2.22K+ 51.45% |
$106K - $111K
|
6.55K
$328K
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
1.8K+ 18.08% |
$85.6K - $89.3K
|
11.7K
$587K
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
1.57K+ 1.89% |
$74.8K - $78K
|
84.5K
$4.23M
|
|
|
Feb 13, 2025
Q4 2024
|
Integrity Financial Corp
|
BUY
|
- |
1.53K+ 7.04% |
$72.9K - $76K
|
23.2K
$1.16M
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
1.46K+ 8.42% |
$69.4K - $72.4K
|
18.7K
$938K
|
|
|
Feb 12, 2025
Q4 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
1.41KNew |
$67.1K - $70K
|
1.41K
$70.4K
|
|
|
Feb 14, 2025
Q4 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
1.25K+ 12.81% |
$59.4K - $62K
|
11K
$549K
|
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
1.23K+ 11.05% |
$58.7K - $61.2K
|
12.4K
$619K
|
|
|
Jan 13, 2025
Q4 2024
|
Ignite Planners, LLC
|
BUY
|
- |
850+ 16.37% |
$40.6K - $42.3K
|
6.04K
$302K
|
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
500+ 8.9% |
$23.9K - $24.9K
|
6.12K
$306K
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
482+ 8.03% |
$23K - $24K
|
6.49K
$325K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
435New |
$20.8K - $21.6K
|
435
$21.8K
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
340New |
$16.2K - $16.9K
|
340
$17K
|
|
|
Feb 14, 2025
Q4 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
331+ 0.52% |
$15.8K - $16.5K
|
64K
$3.2M
|
|
|
Jan 31, 2025
Q4 2024
|
Signature Securities Group Corporation
|
BUY
|
- |
290+ 1.73% |
$13.8K - $14.4K
|
17K
$853K
|
|
|
Jan 22, 2025
Q4 2024
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
275+ 0.82% |
$13.1K - $13.7K
|
33.9K
$1.7M
|
|
|
Jan 24, 2025
Q4 2024
|
Wespac Advisors So Cal, LLC
|
BUY
|
- |
260+ 4.43% |
$12.4K - $12.9K
|
6.13K
$307K
|
|
|
Feb 05, 2025
Q4 2024
|
Noble Wealth Management Pbc
Greenwood Village, CO |
BUY
|
- |
200New |
$9.54K - $9.95K
|
200
$10K
|
|
|
Jan 30, 2025
Q4 2024
|
Csenge Advisory Group
|
BUY
|
- |
186+ 2.52% |
$8.87K - $9.26K
|
7.57K
$379K
|
|
|
Feb 14, 2025
Q4 2024
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
39+ 0.13% |
$1.86K - $1.94K
|
29.6K
$1.48M
|
|
|
Feb 10, 2025
Q4 2024
|
Valtinson Bruner Financial Planning LLC
|
SELL
|
- |
-6- 0.11% |
$286 - $299
|
5.3K
$266K
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-9- 0.09% |
$429 - $448
|
9.81K
$491K
|
|
|
Feb 12, 2025
Q4 2024
|
Fsb Premier Wealth Management, Inc.
|
SELL
|
- |
-22- 0.22% |
$1.05K - $1.09K
|
10K
$500K
|
|
|
Feb 10, 2025
Q4 2024
|
1776 Wealth LLC
|
SELL
|
- |
-32- 0.1% |
$1.53K - $1.59K
|
33.2K
$1.66M
|
|
|
Feb 12, 2025
Q4 2024
|
Hazlett, Burt & Watson, Inc.
|
SELL
|
- |
-60- 56.07% |
$2.86K - $2.99K
|
47
$2.35K
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-96- 0.75% |
$4.58K - $4.78K
|
12.7K
$636K
|
|
|
Jan 24, 2025
Q4 2024
|
Ogorek Anthony Joseph
|
SELL
|
- |
-110- 2.7% |
$5.25K - $5.47K
|
3.96K
$198K
|
|
|
Feb 13, 2025
Q4 2024
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-125- 0.17% |
$5.96K - $6.22K
|
74.4K
$3.72M
|
|
|
Feb 13, 2025
Q4 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-150- 27.27% |
$7.16K - $7.46K
|
400
$20K
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-180- 1.25% |
$8.59K - $8.96K
|
14.2K
$711K
|
|
|
Feb 13, 2025
Q4 2024
|
Savvy Advisors, Inc.
New York, NY |
SELL
|
- |
-184- 4.06% |
$8.78K - $9.16K
|
4.35K
$218K
|
|
|
Feb 06, 2025
Q4 2024
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-226- 0.9% |
$10.8K - $11.2K
|
24.8K
$1.24M
|