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 |
|---|---|---|---|---|---|---|---|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
SELL
|
- |
-33.3K- 9.98% |
$1.37M - $1.48M
|
301K
$13.7M
|
|
|
May 15, 2024
Q1 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-35.7KClosed |
$1.47M - $1.59M
|
0
$0
|
|
|
May 14, 2024
Q1 2024
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-36.6K- 17.64% |
$1.5M - $1.63M
|
171K
$7.81M
|
|
|
Apr 19, 2024
Q1 2024
|
Advisor Resource Council
|
SELL
|
- |
-44.9K- 81.22% |
$1.84M - $2M
|
10.4K
$475K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-44.9K- 40.73% |
$1.84M - $2M
|
65.4K
$2.99M
|
|
|
May 15, 2024
Q1 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-83.9K- 59.6% |
$3.44M - $3.73M
|
56.9K
$2.6M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-91K- 49.48% |
$3.74M - $4.04M
|
92.9K
$4.25M
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-639K- 64.49% |
$26.2M - $28.4M
|
352K
$16.1M
|