Purchases and Sales Made in Q1 2025 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 2025. 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 06, 2025
Q1 2025
|
Assetmark, Inc
|
BUY
|
- |
37.8K+ 38.08% |
$1.78M - $1.91M
|
137K
$6.79M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
28.9K+ 9.22% |
$1.36M - $1.46M
|
342K
$17M
|
|
|
Apr 21, 2025
Q1 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
26.7K+ 129.22% |
$1.26M - $1.35M
|
47.3K
$2.35M
|
|
|
Apr 22, 2025
Q1 2025
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
26.4KNew |
$1.24M - $1.33M
|
26.4K
$1.31M
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
16.2K+ 4778.82% |
$765K - $820K
|
16.6K
$823K
|
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
13K+ 62.91% |
$614K - $658K
|
33.8K
$1.68M
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
11.9K+ 71.17% |
$560K - $601K
|
28.6K
$1.42M
|
|
|
May 15, 2025
Q1 2025
|
Gts Securities LLC
New York, NY |
BUY
|
- |
11KNew |
$517K - $554K
|
11K
$545K
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
8.83KNew |
$416K - $445K
|
8.83K
$438K
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
8.65K+ 1.77% |
$407K - $436K
|
497K
$24.6M
|
|
|
Apr 17, 2025
Q1 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
8.37KNew |
$394K - $422K
|
8.37K
$415K
|
|
|
May 15, 2025
Q1 2025
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
BUY
|
- |
7.47KNew |
$352K - $377K
|
7.47K
$370K
|
|
|
Apr 24, 2025
Q1 2025
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
6.43KNew |
$303K - $324K
|
6.43K
$319K
|
|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
6KNew |
$283K - $303K
|
6K
$298K
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
5.54K+ 92283.33% |
$261K - $279K
|
5.54K
$275K
|
|
|
May 12, 2025
Q1 2025
|
Founders Financial Securities LLC
|
BUY
|
- |
4.92K+ 44.27% |
$232K - $248K
|
16K
$795K
|
|
|
Apr 29, 2025
Q1 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
4.57K+ 30.45% |
$215K - $231K
|
19.6K
$972K
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
4.42KNew |
$208K - $223K
|
4.42K
$219K
|
|
|
May 15, 2025
Q1 2025
|
Barclays PLC
London, X0 |
BUY
|
- |
4.09K+ 10230.0% |
$193K - $206K
|
4.13K
$205K
|
|
|
May 14, 2025
Q1 2025
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
3.5K+ 31.38% |
$165K - $177K
|
14.6K
$726K
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
2.18K+ 0.31% |
$103K - $110K
|
706K
$35M
|
|
|
Apr 22, 2025
Q1 2025
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
2.17K+ 25.74% |
$102K - $109K
|
10.6K
$526K
|
|
|
Apr 25, 2025
Q1 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
1.64K+ 7.54% |
$77.4K - $82.9K
|
23.4K
$1.16M
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
1.12K+ 2.1% |
$52.6K - $56.4K
|
54.3K
$2.69M
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
908+ 8.28% |
$42.8K - $45.8K
|
11.9K
$589K
|
|
|
May 07, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
850+ 100.0% |
$40K - $42.9K
|
1.7K
$84.3K
|
|
|
May 13, 2025
Q1 2025
|
Hanlon Investment Management, Inc.
|
BUY
|
- |
779+ 10.14% |
$36.7K - $39.3K
|
8.46K
$420K
|
|
|
May 06, 2025
Q1 2025
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
700+ 1.49% |
$33K - $35.3K
|
47.8K
$2.37M
|
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
662+ 10.82% |
$31.2K - $33.4K
|
6.78K
$336K
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
331+ 2.82% |
$15.6K - $16.7K
|
12.1K
$598K
|
|
|
Apr 28, 2025
Q1 2025
|
Arbor Capital Management Inc
Anchorage, AK |
BUY
|
- |
313+ 4.9% |
$14.7K - $15.8K
|
6.7K
$332K
|
|
|
May 14, 2025
Q1 2025
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
255New |
$12K - $12.9K
|
255
$12.6K
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
252+ 0.25% |
$11.9K - $12.7K
|
99.3K
$4.92M
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
243+ 3.71% |
$11.4K - $12.3K
|
6.79K
$337K
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
185+ 0.7% |
$8.71K - $9.34K
|
26.8K
$1.33M
|
|
|
May 15, 2025
Q1 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
77+ 1.06% |
$3.63K - $3.89K
|
7.34K
$364K
|
|
|
May 09, 2025
Q1 2025
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
50+ 0.15% |
$2.35K - $2.52K
|
32.5K
$1.61M
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
44+ 2.43% |
$2.07K - $2.22K
|
1.86K
$92.1K
|
|
|
May 05, 2025
Q1 2025
|
Ignite Planners, LLC
|
BUY
|
- |
10+ 0.17% |
$471 - $505
|
6.05K
$300K
|
|
|
May 14, 2025
Q1 2025
|
Reap Financial Group, LLC
Austin, TX |
BUY
|
- |
8+ 0.01% |
$377 - $404
|
123K
$6.1M
|
|
|
Apr 15, 2025
Q1 2025
|
Noble Wealth Management Pbc
Greenwood Village, CO |
SELL
|
- |
-50- 25.0% |
$2.35K - $2.52K
|
150
$7.44K
|
|
|
May 05, 2025
Q1 2025
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-52- 0.21% |
$2.45K - $2.62K
|
24.7K
$1.23M
|
|
|
May 14, 2025
Q1 2025
|
Centaurus Financial, Inc.
|
SELL
|
- |
-100- 1.25% |
$4.71K - $5.05K
|
7.93K
$393K
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-150- 1.68% |
$7.06K - $7.57K
|
8.79K
$436K
|
|
|
May 15, 2025
Q1 2025
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-210- 10.5% |
$9.89K - $10.6K
|
1.79K
$88.8K
|
|
|
May 13, 2025
Q1 2025
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-225- 4.31% |
$10.6K - $11.4K
|
5K
$248K
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-230- 1.62% |
$10.8K - $11.6K
|
14K
$693K
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
SELL
|
- |
-272- 9.76% |
$12.8K - $13.7K
|
2.51K
$125K
|
|
|
May 15, 2025
Q1 2025
|
Harvest Investment Services, LLC
|
SELL
|
- |
-284- 3.14% |
$13.4K - $14.3K
|
8.76K
$435K
|
|
|
May 08, 2025
Q1 2025
|
Fsb Premier Wealth Management, Inc.
|
SELL
|
- |
-300- 3.0% |
$14.1K - $15.1K
|
9.7K
$481K
|