Latest Institutional Transactions on First Tr Exch Trd Fd Viii Ft C (FJUL)
This table provides information on the latest institutional transactions involving First Tr Exch Trd Fd Viii Ft C (FJUL) 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 |
|---|---|---|---|---|---|---|---|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
10.3K+ 11.62% |
$492K - $513K
|
99K
$4.93M
|
|
|
Feb 11, 2025
Q4 2024
|
Grantvest Financial Group LLC
Matawan, NJ |
BUY
|
- |
9.04KNew |
$431K - $450K
|
9.04K
$450K
|
|
|
Feb 10, 2025
Q4 2024
|
Founders Financial Securities LLC
|
BUY
|
- |
4.31K+ 63.28% |
$206K - $214K
|
11.1K
$554K
|
|
|
Feb 10, 2025
Q4 2024
|
1776 Wealth LLC
|
SELL
|
- |
-32- 0.1% |
$1.53K - $1.59K
|
33.2K
$1.65M
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-16.8K- 7.68% |
$803K - $838K
|
202K
$10.1M
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
1.57K+ 1.89% |
$74.8K - $78K
|
84.5K
$4.21M
|
|
|
Feb 10, 2025
Q4 2024
|
Valtinson Bruner Financial Planning LLC
|
SELL
|
- |
-6- 0.11% |
$286 - $299
|
5.3K
$264K
|
|
|
Feb 10, 2025
Q4 2024
|
Arbor Capital Management Inc
Anchorage, AK |
SELL
|
- |
-668- 9.47% |
$31.9K - $33.2K
|
6.38K
$318K
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-180- 1.25% |
$8.59K - $8.96K
|
14.2K
$708K
|
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
1.23K+ 11.05% |
$58.7K - $61.2K
|
12.4K
$616K
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
1.8K+ 18.08% |
$85.6K - $89.3K
|
11.7K
$584K
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-18.3K- 6.95% |
$871K - $908K
|
245K
$12.2M
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-11.6K- 52.08% |
$555K - $579K
|
10.7K
$534K
|
|
|
Feb 06, 2025
Q4 2024
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-1.55K- 1.81% |
$73.7K - $76.9K
|
83.9K
$4.18M
|
|
|
Feb 06, 2025
Q4 2024
|
Financial Services Advisory Inc
|
SELL
|
- |
-1.25K- 0.37% |
$59.7K - $62.3K
|
335K
$16.7M
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-8.79K- 4.85% |
$419K - $437K
|
172K
$8.59M
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
BUY
|
- |
34.7K+ 53.74% |
$1.65M - $1.73M
|
99.2K
$4.95M
|
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-2.43K- 10.5% |
$116K - $121K
|
20.7K
$1.03M
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
704KNew |
$33.6M - $35M
|
704K
$35.1M
|
|
|
Feb 06, 2025
Q4 2024
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-226- 0.9% |
$10.8K - $11.2K
|
24.8K
$1.24M
|
|
|
Feb 05, 2025
Q4 2024
|
Noble Wealth Management Pbc
Greenwood Village, CO |
BUY
|
- |
200New |
$9.54K - $9.95K
|
200
$9.97K
|
|
|
Feb 05, 2025
Q4 2024
|
Schulz Wealth, Ltd.
Mansfield, TX |
SELL
|
- |
-695- 1.69% |
$33.2K - $34.6K
|
40.5K
$2.02M
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
SELL
|
- |
-106K- 21.82% |
$5.07M - $5.29M
|
381K
$19M
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-9- 0.09% |
$429 - $448
|
9.81K
$489K
|
|
|
Feb 04, 2025
Q4 2024
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
8.43KNew |
$402K - $419K
|
8.43K
$420K
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-355- 1.79% |
$16.9K - $17.7K
|
19.5K
$971K
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
SELL
|
- |
-3.03K- 8.0% |
$145K - $151K
|
34.8K
$1.74M
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
435New |
$20.8K - $21.6K
|
435
$21.7K
|
|
|
Jan 31, 2025
Q4 2024
|
Signature Securities Group Corporation
|
BUY
|
- |
290+ 1.73% |
$13.8K - $14.4K
|
17K
$849K
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
1.46K+ 8.42% |
$69.4K - $72.4K
|
18.7K
$934K
|
|
|
Jan 30, 2025
Q4 2024
|
Opes Wealth Management LLC
Menlo Park, CA |
SELL
|
- |
-805- 1.68% |
$38.4K - $40.1K
|
47.1K
$2.35M
|
|
|
Jan 30, 2025
Q4 2024
|
Csenge Advisory Group
|
BUY
|
- |
186+ 2.52% |
$8.87K - $9.26K
|
7.57K
$377K
|
|
|
Jan 29, 2025
Q4 2024
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-743- 6.0% |
$35.4K - $37K
|
11.6K
$580K
|
|
|
Jan 29, 2025
Q4 2024
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
3.82K+ 52.16% |
$182K - $190K
|
11.1K
$556K
|
|
|
Jan 29, 2025
Q4 2024
|
Aifg Consultants Ltd.
Halfmoon, NY |
SELL
|
- |
-40.8K- 76.22% |
$1.95M - $2.03M
|
12.7K
$634K
|
|
|
Jan 28, 2025
Q4 2024
|
Smart Wealth LLC
Omaha, NE |
SELL
|
- |
-18.4K- 12.4% |
$877K - $915K
|
130K
$6.48M
|
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-835- 2.82% |
$39.8K - $41.5K
|
28.8K
$1.44M
|
|
|
Jan 28, 2025
Q4 2024
|
Stephens Inc
|
SELL
|
- |
-5.1K- 3.82% |
$244K - $254K
|
128K
$6.4M
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-5.58K- 35.24% |
$266K - $278K
|
10.3K
$511K
|
|
|
Jan 24, 2025
Q4 2024
|
Wespac Advisors So Cal, LLC
|
BUY
|
- |
260+ 4.43% |
$12.4K - $12.9K
|
6.13K
$305K
|
|
|
Jan 24, 2025
Q4 2024
|
Gds Wealth Management
|
BUY
|
- |
19.6K+ 9.81% |
$936K - $976K
|
220K
$10.9M
|
|
|
Jan 24, 2025
Q4 2024
|
Ogorek Anthony Joseph
|
SELL
|
- |
-110- 2.7% |
$5.25K - $5.47K
|
3.96K
$197K
|
|
|
Jan 24, 2025
Q4 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
2.73K+ 14.58% |
$130K - $136K
|
21.5K
$1.07M
|
|
|
Jan 23, 2025
Q4 2024
|
New Wave Wealth Advisors LLC
Springdale, AR |
SELL
|
- |
-1K- 10.0% |
$47.7K - $49.8K
|
9K
$449K
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-2.04K- 11.93% |
$97.1K - $101K
|
15K
$749K
|
|
|
Jan 22, 2025
Q4 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
10.3K+ 98.66% |
$489K - $510K
|
20.6K
$1.03M
|
|
|
Jan 22, 2025
Q4 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-14.1K- 99.96% |
$672K - $701K
|
6
$299
|
|
|
Jan 22, 2025
Q4 2024
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
275+ 0.82% |
$13.1K - $13.7K
|
33.9K
$1.69M
|
|
|
Jan 22, 2025
Q4 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-3.02K- 20.87% |
$144K - $150K
|
11.4K
$570K
|
|
|
Jan 21, 2025
Q4 2024
|
Accel Wealth Management
|
SELL
|
- |
-1K- 4.67% |
$47.7K - $49.8K
|
20.4K
$1.02M
|