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 13, 2025
Q4 2024
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-44.3K- 22.41% |
$2.11M - $2.21M
|
153K
$7.28M
|
|
|
Feb 13, 2025
Q4 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-4.24K- 77.96% |
$202K - $211K
|
1.2K
$56.9K
|
|
|
Feb 13, 2025
Q4 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-261- 1.03% |
$12.5K - $13K
|
25.2K
$1.2M
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-679- 3.21% |
$32.4K - $33.8K
|
20.5K
$971K
|
|
|
Feb 13, 2025
Q4 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
SELL
|
- |
-919- 31.45% |
$43.8K - $45.7K
|
2K
$95.1K
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-3.01K- 0.95% |
$144K - $150K
|
313K
$14.9M
|
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-7.6K- 9.1% |
$363K - $378K
|
76K
$3.61M
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-96- 0.75% |
$4.58K - $4.78K
|
12.7K
$603K
|
|
|
Feb 13, 2025
Q4 2024
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-125- 0.17% |
$5.96K - $6.22K
|
74.4K
$3.53M
|
|
|
Feb 13, 2025
Q4 2024
|
Savvy Advisors, Inc.
New York, NY |
SELL
|
- |
-184- 4.06% |
$8.78K - $9.16K
|
4.35K
$207K
|
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
4.17K+ 611.29% |
$199K - $207K
|
4.85K
$230K
|
|
|
Feb 12, 2025
Q4 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
1.41KNew |
$67.1K - $70K
|
1.41K
$66.7K
|
|
|
Feb 12, 2025
Q4 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
2.22K+ 51.45% |
$106K - $111K
|
6.55K
$311K
|
|
|
Feb 12, 2025
Q4 2024
|
Fsb Premier Wealth Management, Inc.
|
SELL
|
- |
-22- 0.22% |
$1.05K - $1.09K
|
10K
$474K
|
|
|
Feb 12, 2025
Q4 2024
|
Hazlett, Burt & Watson, Inc.
|
SELL
|
- |
-60- 56.07% |
$2.86K - $2.99K
|
47
$2.23K
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
19K+ 4.05% |
$907K - $946K
|
488K
$23.2M
|
|
|
Feb 11, 2025
Q4 2024
|
Grantvest Financial Group LLC
Matawan, NJ |
BUY
|
- |
9.04KNew |
$431K - $450K
|
9.04K
$429K
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
10.3K+ 11.62% |
$492K - $513K
|
99K
$4.7M
|
|
|
Feb 10, 2025
Q4 2024
|
1776 Wealth LLC
|
SELL
|
- |
-32- 0.1% |
$1.53K - $1.59K
|
33.2K
$1.58M
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-16.8K- 7.68% |
$803K - $838K
|
202K
$9.61M
|
|
|
Feb 10, 2025
Q4 2024
|
Founders Financial Securities LLC
|
BUY
|
- |
4.31K+ 63.28% |
$206K - $214K
|
11.1K
$528K
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
1.57K+ 1.89% |
$74.8K - $78K
|
84.5K
$4.01M
|
|
|
Feb 10, 2025
Q4 2024
|
Valtinson Bruner Financial Planning LLC
|
SELL
|
- |
-6- 0.11% |
$286 - $299
|
5.3K
$252K
|
|
|
Feb 10, 2025
Q4 2024
|
Arbor Capital Management Inc
Anchorage, AK |
SELL
|
- |
-668- 9.47% |
$31.9K - $33.2K
|
6.38K
$303K
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-180- 1.25% |
$8.59K - $8.96K
|
14.2K
$674K
|
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
1.23K+ 11.05% |
$58.7K - $61.2K
|
12.4K
$587K
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
1.8K+ 18.08% |
$85.6K - $89.3K
|
11.7K
$556K
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-18.3K- 6.95% |
$871K - $908K
|
245K
$11.6M
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-11.6K- 52.08% |
$555K - $579K
|
10.7K
$508K
|
|
|
Feb 06, 2025
Q4 2024
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-226- 0.9% |
$10.8K - $11.2K
|
24.8K
$1.18M
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
704KNew |
$33.6M - $35M
|
704K
$33.4M
|
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-2.43K- 10.5% |
$116K - $121K
|
20.7K
$984K
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
BUY
|
- |
34.7K+ 53.74% |
$1.65M - $1.73M
|
99.2K
$4.71M
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-8.79K- 4.85% |
$419K - $437K
|
172K
$8.18M
|
|
|
Feb 06, 2025
Q4 2024
|
Financial Services Advisory Inc
|
SELL
|
- |
-1.25K- 0.37% |
$59.7K - $62.3K
|
335K
$15.9M
|
|
|
Feb 05, 2025
Q4 2024
|
Schulz Wealth, Ltd.
Mansfield, TX |
SELL
|
- |
-695- 1.69% |
$33.2K - $34.6K
|
40.5K
$1.92M
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-355- 1.79% |
$16.9K - $17.7K
|
19.5K
$925K
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
SELL
|
- |
-106K- 21.82% |
$5.07M - $5.29M
|
381K
$18.1M
|
|
|
Feb 04, 2025
Q4 2024
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
8.43KNew |
$402K - $419K
|
8.43K
$400K
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-9- 0.09% |
$429 - $448
|
9.81K
$465K
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
SELL
|
- |
-3.03K- 8.0% |
$145K - $151K
|
34.8K
$1.65M
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
435New |
$20.8K - $21.6K
|
435
$20.6K
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
1.46K+ 8.42% |
$69.4K - $72.4K
|
18.7K
$889K
|
|
|
Jan 30, 2025
Q4 2024
|
Opes Wealth Management LLC
Menlo Park, CA |
SELL
|
- |
-805- 1.68% |
$38.4K - $40.1K
|
47.1K
$2.23M
|
|
|
Jan 30, 2025
Q4 2024
|
Csenge Advisory Group
|
BUY
|
- |
186+ 2.52% |
$8.87K - $9.26K
|
7.57K
$359K
|
|
|
Jan 29, 2025
Q4 2024
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-743- 6.0% |
$35.4K - $37K
|
11.6K
$552K
|
|
|
Jan 29, 2025
Q4 2024
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
3.82K+ 52.16% |
$182K - $190K
|
11.1K
$529K
|
|
|
Jan 29, 2025
Q4 2024
|
Aifg Consultants Ltd.
Halfmoon, NY |
SELL
|
- |
-40.8K- 76.22% |
$1.95M - $2.03M
|
12.7K
$604K
|
|
|
Jan 28, 2025
Q4 2024
|
Smart Wealth LLC
Omaha, NE |
SELL
|
- |
-18.4K- 12.4% |
$877K - $915K
|
130K
$6.17M
|
|
|
Jan 28, 2025
Q4 2024
|
Stephens Inc
|
SELL
|
- |
-5.1K- 3.82% |
$244K - $254K
|
128K
$6.09M
|