Purchases and Sales Made in Q1 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 Q1 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 |
|---|---|---|---|---|---|---|---|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
970KNew |
$39.8M - $43.1M
|
970K
$47.7M
|
|
|
Apr 30, 2024
Q1 2024
|
Astor Investment Management LLC
|
BUY
|
- |
507KNew |
$20.8M - $22.5M
|
507K
$24.9M
|
|
|
Apr 30, 2024
Q1 2024
|
Mc Carthy & Cox
Marysville, OH |
BUY
|
- |
401KNew |
$16.5M - $17.8M
|
401K
$19.7M
|
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
401K+ 160.79% |
$16.4M - $17.8M
|
650K
$32M
|
|
|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
198K+ 303.35% |
$8.14M - $8.82M
|
264K
$13M
|
|
|
May 21, 2024
Q1 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
160KNew |
$6.58M - $7.13M
|
160K
$7.89M
|
|
|
May 07, 2024
Q1 2024
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
BUY
|
- |
95.5KNew |
$3.92M - $4.24M
|
95.5K
$4.7M
|
|
|
Apr 12, 2024
Q1 2024
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
61KNew |
$2.51M - $2.71M
|
61K
$3M
|
|
|
May 15, 2024
Q1 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
58.9KNew |
$2.42M - $2.62M
|
58.9K
$2.9M
|
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
53.8K+ 17.5% |
$2.21M - $2.39M
|
361K
$17.8M
|
|
|
May 15, 2024
Q1 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
30.7K+ 612.45% |
$1.26M - $1.36M
|
35.7K
$1.76M
|
|
|
Apr 22, 2024
Q1 2024
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
30.2K+ 42.81% |
$1.24M - $1.34M
|
101K
$4.96M
|
|
|
Apr 15, 2024
Q1 2024
|
Elevated Capital Advisors, LLC
Sandy, UT |
BUY
|
- |
27.8KNew |
$1.14M - $1.23M
|
27.8K
$1.37M
|
|
|
May 15, 2024
Q1 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
24.4K+ 49.9% |
$1M - $1.09M
|
73.4K
$3.61M
|
|
|
May 13, 2024
Q1 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
19.9KNew |
$815K - $883K
|
19.9K
$977K
|
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
15.2K+ 17.7% |
$626K - $677K
|
101K
$4.99M
|
|
|
May 10, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
15.2K+ 2607.03% |
$624K - $676K
|
15.8K
$776K
|
|
|
May 15, 2024
Q1 2024
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
14.5KNew |
$594K - $643K
|
14.5K
$712K
|
|
|
May 06, 2024
Q1 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
14.3K+ 1761.33% |
$587K - $636K
|
15.1K
$743K
|
|
|
May 14, 2024
Q1 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
13.7KNew |
$563K - $609K
|
13.7K
$674K
|
|
|
May 03, 2024
Q1 2024
|
Davenport & CO LLC
|
BUY
|
- |
13.7KNew |
$561K - $608K
|
13.7K
$672K
|
|
|
May 06, 2024
Q1 2024
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
11.8KNew |
$486K - $526K
|
11.8K
$582K
|
|
|
Apr 22, 2024
Q1 2024
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
10.7K+ 116.74% |
$440K - $476K
|
19.9K
$978K
|
|
|
Nov 05, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
10.5K+ 60.72% |
$431K - $466K
|
27.8K
$1.37M
|
|
|
May 14, 2024
Q1 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
9.2KNew |
$378K - $409K
|
9.2K
$452K
|
|
|
May 13, 2024
Q1 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
8.85KNew |
$363K - $393K
|
8.85K
$435K
|
|
|
May 10, 2024
Q1 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
7.93K+ 12.33% |
$326K - $353K
|
72.3K
$3.56M
|
|
|
May 15, 2024
Q1 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
6.9K+ 74.9% |
$283K - $307K
|
16.1K
$792K
|
|
|
Apr 24, 2024
Q1 2024
|
Gds Wealth Management
|
BUY
|
- |
6.64K+ 3.97% |
$273K - $295K
|
174K
$8.55M
|
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
6.34K+ 29.61% |
$260K - $282K
|
27.8K
$1.37M
|
|
|
May 06, 2024
Q1 2024
|
Financial Services Advisory Inc
|
BUY
|
- |
5.55K+ 6.97% |
$228K - $247K
|
85.3K
$4.19M
|
|
|
Apr 18, 2024
Q1 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
4.81KNew |
$198K - $214K
|
4.81K
$237K
|
|
|
Apr 15, 2024
Q1 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
4.64KNew |
$191K - $206K
|
4.64K
$228K
|
|
|
May 03, 2024
Q1 2024
|
Diligent Investors, LLC
|
BUY
|
- |
4.58KNew |
$188K - $203K
|
4.58K
$225K
|
|
|
May 15, 2024
Q1 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
3.22K+ 10.78% |
$132K - $143K
|
33.1K
$1.63M
|
|
|
May 15, 2024
Q1 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
2.71K+ 93.52% |
$111K - $121K
|
5.61K
$276K
|
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
2.05K+ 1.65% |
$84.1K - $91K
|
126K
$6.19M
|
|
|
Jul 03, 2024
Q1 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
2KNew |
$82.1K - $88.9K
|
2K
$98.4K
|
|
|
May 14, 2024
Q1 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
1.89K+ 16.62% |
$77.5K - $83.9K
|
13.2K
$651K
|
|
|
Apr 23, 2024
Q1 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
1.43K+ 22.01% |
$58.7K - $63.5K
|
7.92K
$390K
|
|
|
May 07, 2024
Q1 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
1.29K+ 5.95% |
$53.1K - $57.5K
|
23K
$1.13M
|
|
|
May 06, 2024
Q1 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
1.28K+ 13.48% |
$52.6K - $57K
|
10.8K
$531K
|
|
|
May 16, 2024
Q1 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
850+ 2.46% |
$34.9K - $37.8K
|
35.3K
$1.74M
|
|
|
May 13, 2024
Q1 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
839+ 4.05% |
$34.4K - $37.3K
|
21.6K
$1.06M
|
|
|
May 10, 2024
Q1 2024
|
Truist Financial Corp
|
BUY
|
- |
770+ 2.39% |
$31.6K - $34.2K
|
33K
$1.62M
|
|
|
May 10, 2024
Q1 2024
|
1776 Wealth LLC
|
BUY
|
- |
638+ 2.04% |
$26.2K - $28.4K
|
31.9K
$1.57M
|
|
|
Apr 25, 2024
Q1 2024
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
600New |
$24.6K - $26.7K
|
600
$29.5K
|
|
|
Apr 12, 2024
Q1 2024
|
Keystone Wealth Services, LLC
|
BUY
|
- |
335+ 0.43% |
$13.8K - $14.9K
|
77.9K
$3.83M
|
|
|
May 10, 2024
Q1 2024
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
261+ 2.05% |
$10.7K - $11.6K
|
13K
$641K
|
|
|
May 09, 2024
Q1 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
218New |
$8.95K - $9.69K
|
218
$10.7K
|