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 |
|---|---|---|---|---|---|---|---|
|
Oct 28, 2024
Q3 2024
|
Stephens Inc
|
BUY
|
- |
51.1K+ 61.93% |
$2.27M - $2.46M
|
133K
$6.69M
|
|
|
Oct 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
2.51K+ 924.26% |
$112K - $121K
|
2.79K
$140K
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
16.5K+ 23.53% |
$734K - $794K
|
86.6K
$4.34M
|
|
|
Oct 25, 2024
Q3 2024
|
Schulz Wealth, Ltd.
Mansfield, TX |
BUY
|
- |
80+ 0.19% |
$3.56K - $3.85K
|
41.2K
$2.06M
|
|
|
Oct 24, 2024
Q3 2024
|
Zimmermann Investment Management & Planning LLC
|
BUY
|
- |
4.8KNew |
$213K - $231K
|
4.8K
$240K
|
|
|
Oct 24, 2024
Q3 2024
|
Bouchey Financial Group LTD
|
BUY
|
- |
20.1KNew |
$896K - $969K
|
20.1K
$1.01M
|
|
|
Oct 23, 2024
Q3 2024
|
Heritage Oak Wealth Advisors LLC
Santa Rosa Beach, FL |
BUY
|
- |
10KNew |
$445K - $481K
|
10K
$501K
|
|
|
Oct 22, 2024
Q3 2024
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
663+ 5.66% |
$29.5K - $31.9K
|
12.4K
$620K
|
|
|
Oct 21, 2024
Q3 2024
|
Integrity Financial Corp
|
BUY
|
- |
9.6K+ 79.38% |
$427K - $462K
|
21.7K
$1.09M
|
|
|
Oct 21, 2024
Q3 2024
|
Aifg Consultants Ltd.
Halfmoon, NY |
SELL
|
- |
-90.3K- 62.79% |
$4.01M - $4.34M
|
53.5K
$2.68M
|
|
|
Oct 18, 2024
Q3 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
2.17KNew |
$96.4K - $104K
|
2.17K
$109K
|
|
|
Oct 18, 2024
Q3 2024
|
Black Point Wealth Management
Naples, FL |
BUY
|
- |
4.23KNew |
$188K - $203K
|
4.23K
$212K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
107K+ 35.69% |
$4.74M - $5.12M
|
405K
$20.3M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
190K+ 68.76% |
$8.43M - $9.12M
|
465K
$23.3M
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-310K- 58.54% |
$13.8M - $14.9M
|
219K
$11M
|
|
|
Oct 16, 2024
Q3 2024
|
Wolff Wiese Magana LLC
|
BUY
|
- |
19.9K+ 797.59% |
$884K - $956K
|
22.4K
$1.12M
|
|
|
Oct 16, 2024
Q3 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
232+ 4.82% |
$10.3K - $11.2K
|
5.05K
$253K
|
|
|
Oct 15, 2024
Q3 2024
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
29.5KNew |
$1.31M - $1.42M
|
29.5K
$1.48M
|
|
|
Oct 15, 2024
Q3 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
8.85KNew |
$394K - $426K
|
8.85K
$443K
|
|
|
Oct 15, 2024
Q3 2024
|
Keystone Wealth Services, LLC
|
BUY
|
- |
10.1K+ 13.38% |
$448K - $485K
|
85.5K
$4.28M
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
3.37K+ 127.76% |
$150K - $162K
|
6.01K
$301K
|
|
|
Oct 10, 2024
Q3 2024
|
Lion Street Advisors, LLC
|
SELL
|
- |
-945- 2.42% |
$42K - $45.5K
|
38.1K
$1.91M
|
|
|
Oct 08, 2024
Q3 2024
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
3.17K+ 31.53% |
$141K - $152K
|
13.2K
$662K
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
BUY
|
- |
265K+ 119.08% |
$11.8M - $12.7M
|
487K
$24.4M
|
|
| Q2 2024 | |||||||
|
Aug 14, 2024
Q2 2024
|
Old Mission Capital LLC
|
BUY
|
- |
13.9KNew |
$601K - $642K
|
13.9K
$698K
|
|
|
Aug 14, 2024
Q2 2024
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
6.37KNew |
$274K - $293K
|
6.37K
$319K
|
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
BUY
|
- |
13.6K+ 883.95% |
$584K - $624K
|
15.1K
$756K
|
|
|
Aug 13, 2024
Q2 2024
|
Penserra Capital Management LLC
Orinda, CA |
SELL
|
- |
-1- 0.57% |
$43.1 - $46.1
|
173
$8.67K
|
|
|
Aug 12, 2024
Q2 2024
|
Hrt Financial LP
New York, NY |
SELL
|
- |
-11.2K- 56.21% |
$481K - $514K
|
8.7K
$436K
|
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
1.25K+ 15.23% |
$53.8K - $57.5K
|
9.44K
$473K
|
|
|
Jul 18, 2024
Q2 2024
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-10.7K- 53.86% |
$462K - $493K
|
9.18K
$460K
|
|
|
Jul 18, 2024
Q2 2024
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-400- 5.83% |
$17.2K - $18.4K
|
6.46K
$324K
|
|
|
Jul 17, 2024
Q2 2024
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
SELL
|
- |
-3.85K- 26.31% |
$166K - $177K
|
10.8K
$540K
|
|
|
Jul 08, 2024
Q2 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
1.75KNew |
$75.5K - $80.7K
|
1.75K
$87.8K
|
|
| Q1 2024 | |||||||
|
Jul 03, 2024
Q1 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
2KNew |
$82.1K - $88.9K
|
2K
$100K
|
|
|
May 15, 2024
Q1 2024
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
14.5KNew |
$594K - $643K
|
14.5K
$725K
|
|
|
May 14, 2024
Q1 2024
|
Wedbush Securities Inc
|
SELL
|
- |
-8.35K- 58.04% |
$343K - $371K
|
6.04K
$302K
|
|
|
May 14, 2024
Q1 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
13.7KNew |
$563K - $609K
|
13.7K
$687K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-1.85K- 1.72% |
$75.8K - $82.1K
|
105K
$5.28M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-91K- 49.48% |
$3.74M - $4.04M
|
92.9K
$4.65M
|
|
|
May 13, 2024
Q1 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
8.85KNew |
$363K - $393K
|
8.85K
$443K
|
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
970KNew |
$39.8M - $43.1M
|
970K
$48.6M
|
|
|
May 09, 2024
Q1 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
218New |
$8.95K - $9.69K
|
218
$10.9K
|
|
|
May 07, 2024
Q1 2024
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
BUY
|
- |
95.5KNew |
$3.92M - $4.24M
|
95.5K
$4.78M
|
|
|
May 06, 2024
Q1 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
14.3K+ 1761.33% |
$587K - $636K
|
15.1K
$757K
|
|
|
May 06, 2024
Q1 2024
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
11.8KNew |
$486K - $526K
|
11.8K
$593K
|
|
|
May 03, 2024
Q1 2024
|
Diligent Investors, LLC
|
BUY
|
- |
4.58KNew |
$188K - $203K
|
4.58K
$229K
|
|
|
May 03, 2024
Q1 2024
|
Davenport & CO LLC
|
BUY
|
- |
13.7KNew |
$561K - $608K
|
13.7K
$685K
|
|
|
May 03, 2024
Q1 2024
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-1.05K- 18.26% |
$43.1K - $46.7K
|
4.7K
$235K
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
SELL
|
- |
-500- 6.17% |
$20.5K - $22.2K
|
7.6K
$381K
|
|