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
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-8.97K- 7.38% |
$428K - $446K
|
113K
$5.34M
|
|
|
Jan 16, 2025
Q4 2024
|
Mc Carthy & Cox
Marysville, OH |
SELL
|
- |
-10.9K- 2.73% |
$522K - $544K
|
389K
$18.5M
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-11.6K- 52.08% |
$555K - $579K
|
10.7K
$508K
|
|
|
Jan 22, 2025
Q4 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-14.1K- 99.96% |
$672K - $701K
|
6
$285
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-16.8K- 7.68% |
$803K - $838K
|
202K
$9.61M
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-18.3K- 6.95% |
$871K - $908K
|
245K
$11.6M
|
|
|
Jan 28, 2025
Q4 2024
|
Smart Wealth LLC
Omaha, NE |
SELL
|
- |
-18.4K- 12.4% |
$877K - $915K
|
130K
$6.17M
|
|
|
Feb 13, 2025
Q4 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-20.8K- 32.71% |
$991K - $1.03M
|
42.7K
$2.03M
|
|
|
Feb 14, 2025
Q4 2024
|
Harvest Investment Services, LLC
|
SELL
|
- |
-22.3K- 71.11% |
$1.06M - $1.11M
|
9.05K
$429K
|
|
|
Jan 29, 2025
Q4 2024
|
Aifg Consultants Ltd.
Halfmoon, NY |
SELL
|
- |
-40.8K- 76.22% |
$1.95M - $2.03M
|
12.7K
$604K
|
|
|
Feb 13, 2025
Q4 2024
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-44.3K- 22.41% |
$2.11M - $2.21M
|
153K
$7.28M
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
SELL
|
- |
-106K- 21.82% |
$5.07M - $5.29M
|
381K
$18.1M
|