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 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-142- 2.5% |
$6.77K - $7.07K
|
5.53K
$278K
|
|
|
Feb 13, 2025
Q4 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-150- 27.27% |
$7.16K - $7.46K
|
400
$20.1K
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-180- 1.25% |
$8.59K - $8.96K
|
14.2K
$714K
|
|
|
Feb 13, 2025
Q4 2024
|
Savvy Advisors, Inc.
New York, NY |
SELL
|
- |
-184- 4.06% |
$8.78K - $9.16K
|
4.35K
$219K
|
|
|
Feb 06, 2025
Q4 2024
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-226- 0.9% |
$10.8K - $11.2K
|
24.8K
$1.25M
|
|
|
Jan 10, 2025
Q4 2024
|
Sage Capital Advisors,Llc
|
SELL
|
- |
-229- 1.38% |
$10.9K - $11.4K
|
16.3K
$821K
|
|
|
Feb 13, 2025
Q4 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-261- 1.03% |
$12.5K - $13K
|
25.2K
$1.27M
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-271- 3.48% |
$12.9K - $13.5K
|
7.52K
$378K
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-355- 1.79% |
$16.9K - $17.7K
|
19.5K
$980K
|
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-628- 1.56% |
$30K - $31.2K
|
39.6K
$1.99M
|
|
|
Feb 10, 2025
Q4 2024
|
Arbor Capital Management Inc
Anchorage, AK |
SELL
|
- |
-668- 9.47% |
$31.9K - $33.2K
|
6.38K
$321K
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-679- 3.21% |
$32.4K - $33.8K
|
20.5K
$1.03M
|
|
|
Feb 05, 2025
Q4 2024
|
Schulz Wealth, Ltd.
Mansfield, TX |
SELL
|
- |
-695- 1.69% |
$33.2K - $34.6K
|
40.5K
$2.04M
|
|
|
Jan 29, 2025
Q4 2024
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-743- 6.0% |
$35.4K - $37K
|
11.6K
$585K
|
|
|
Jan 30, 2025
Q4 2024
|
Opes Wealth Management LLC
Menlo Park, CA |
SELL
|
- |
-805- 1.68% |
$38.4K - $40.1K
|
47.1K
$2.37M
|
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-835- 2.82% |
$39.8K - $41.5K
|
28.8K
$1.45M
|
|
|
Feb 13, 2025
Q4 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
SELL
|
- |
-919- 31.45% |
$43.8K - $45.7K
|
2K
$101K
|
|
|
Jan 23, 2025
Q4 2024
|
New Wave Wealth Advisors LLC
Springdale, AR |
SELL
|
- |
-1K- 10.0% |
$47.7K - $49.8K
|
9K
$453K
|
|
|
Jan 21, 2025
Q4 2024
|
Accel Wealth Management
|
SELL
|
- |
-1K- 4.67% |
$47.7K - $49.8K
|
20.4K
$1.03M
|
|
|
Feb 06, 2025
Q4 2024
|
Financial Services Advisory Inc
|
SELL
|
- |
-1.25K- 0.37% |
$59.7K - $62.3K
|
335K
$16.9M
|
|
|
Feb 06, 2025
Q4 2024
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-1.55K- 1.81% |
$73.7K - $76.9K
|
83.9K
$4.22M
|
|
|
Feb 13, 2025
Q4 2024
|
Prospera Financial Services Inc
|
SELL
|
- |
-1.75K- 19.39% |
$83.3K - $86.9K
|
7.26K
$365K
|
|
|
Feb 14, 2025
Q4 2024
|
Beck Capital Management, LLC
Austin, TX |
SELL
|
- |
-1.97K- 2.88% |
$93.8K - $97.8K
|
66.4K
$3.34M
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-2.04K- 11.93% |
$97.1K - $101K
|
15K
$755K
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-2.35K- 4.23% |
$112K - $117K
|
53.2K
$2.68M
|
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-2.43K- 10.5% |
$116K - $121K
|
20.7K
$1.04M
|
|
|
Feb 13, 2025
Q4 2024
|
Barclays PLC
London, X0 |
SELL
|
- |
-2.63K- 98.5% |
$125K - $131K
|
40
$2.01K
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-3.01K- 0.95% |
$144K - $150K
|
313K
$15.8M
|
|
|
Jan 22, 2025
Q4 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-3.02K- 20.87% |
$144K - $150K
|
11.4K
$575K
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
SELL
|
- |
-3.03K- 8.0% |
$145K - $151K
|
34.8K
$1.75M
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-3.44K- 11.43% |
$164K - $171K
|
26.6K
$1.34M
|
|
|
Feb 13, 2025
Q4 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-4.24K- 77.96% |
$202K - $211K
|
1.2K
$60.3K
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-4.79K- 5.53% |
$229K - $239K
|
81.8K
$4.12M
|
|
|
Jan 28, 2025
Q4 2024
|
Stephens Inc
|
SELL
|
- |
-5.1K- 3.82% |
$244K - $254K
|
128K
$6.46M
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-5.58K- 35.24% |
$266K - $278K
|
10.3K
$516K
|
|
|
Jan 13, 2025
Q4 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
SELL
|
- |
-7.07K- 51.37% |
$337K - $352K
|
6.7K
$337K
|
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-7.6K- 9.1% |
$363K - $378K
|
76K
$3.82M
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-8.79K- 4.85% |
$419K - $437K
|
172K
$8.67M
|
|
|
Feb 14, 2025
Q4 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-8.97K- 7.38% |
$428K - $446K
|
113K
$5.66M
|
|
|
Jan 16, 2025
Q4 2024
|
Mc Carthy & Cox
Marysville, OH |
SELL
|
- |
-10.9K- 2.73% |
$522K - $544K
|
389K
$19.6M
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-11.6K- 52.08% |
$555K - $579K
|
10.7K
$539K
|
|
|
Jan 22, 2025
Q4 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-14.1K- 99.96% |
$672K - $701K
|
6
$302
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-16.8K- 7.68% |
$803K - $838K
|
202K
$10.2M
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-18.3K- 6.95% |
$871K - $908K
|
245K
$12.3M
|
|
|
Jan 28, 2025
Q4 2024
|
Smart Wealth LLC
Omaha, NE |
SELL
|
- |
-18.4K- 12.4% |
$877K - $915K
|
130K
$6.53M
|
|
|
Feb 13, 2025
Q4 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-20.8K- 32.71% |
$991K - $1.03M
|
42.7K
$2.15M
|
|
|
Feb 14, 2025
Q4 2024
|
Harvest Investment Services, LLC
|
SELL
|
- |
-22.3K- 71.11% |
$1.06M - $1.11M
|
9.05K
$455K
|
|
|
Jan 29, 2025
Q4 2024
|
Aifg Consultants Ltd.
Halfmoon, NY |
SELL
|
- |
-40.8K- 76.22% |
$1.95M - $2.03M
|
12.7K
$640K
|
|
|
Feb 13, 2025
Q4 2024
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-44.3K- 22.41% |
$2.11M - $2.21M
|
153K
$7.72M
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
SELL
|
- |
-106K- 21.82% |
$5.07M - $5.29M
|
381K
$19.1M
|