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
|
Journey Strategic Wealth LLC
Summit, NJ |
SELL
|
- |
-306- 1.43% |
$14.4K - $15.4K
|
21.2K
$1.05M
|
|
|
May 12, 2025
Q1 2025
|
Integrity Financial Corp
|
SELL
|
- |
-530- 2.28% |
$25K - $26.7K
|
22.7K
$1.13M
|
|
|
May 06, 2025
Q1 2025
|
Wespac Advisors So Cal, LLC
|
SELL
|
- |
-534- 8.72% |
$25.1K - $26.9K
|
5.59K
$277K
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-559- 4.4% |
$26.3K - $28.2K
|
12.1K
$602K
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-578- 4.18% |
$27.2K - $29.2K
|
13.3K
$657K
|
|
|
May 08, 2025
Q1 2025
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-604- 0.81% |
$28.4K - $30.5K
|
73.8K
$3.66M
|
|
|
Apr 23, 2025
Q1 2025
|
Aifg Consultants Ltd.
Halfmoon, NY |
SELL
|
- |
-705- 5.54% |
$33.2K - $35.6K
|
12K
$596K
|
|
|
Apr 09, 2025
Q1 2025
|
Signature Securities Group Corporation
|
SELL
|
- |
-725- 4.25% |
$34.1K - $36.6K
|
16.3K
$809K
|
|
|
Apr 23, 2025
Q1 2025
|
Aurora Private Wealth, Inc.
|
SELL
|
- |
-810- 2.39% |
$38.1K - $40.9K
|
33.1K
$1.64M
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-825- 4.23% |
$38.8K - $41.6K
|
18.7K
$926K
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-846- 2.14% |
$39.8K - $42.7K
|
38.7K
$1.92M
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-850- 50.0% |
$40K - $42.9K
|
850
$42.2K
|
|
|
Apr 18, 2025
Q1 2025
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-920- 7.91% |
$43.3K - $46.4K
|
10.7K
$531K
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-937- 4.58% |
$44.1K - $47.3K
|
19.5K
$968K
|
|
|
May 14, 2025
Q1 2025
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-956- 0.62% |
$45K - $48.2K
|
153K
$7.56M
|
|
|
Apr 29, 2025
Q1 2025
|
Smart Wealth LLC
Omaha, NE |
SELL
|
- |
-1.03K- 0.79% |
$48.4K - $51.8K
|
129K
$6.39M
|
|
|
May 02, 2025
Q1 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-1.05K- 3.65% |
$49.5K - $53K
|
27.8K
$1.38M
|
|
|
Apr 10, 2025
Q1 2025
|
Accel Wealth Management
|
SELL
|
- |
-1.06K- 5.19% |
$49.8K - $53.4K
|
19.3K
$959K
|
|
|
May 14, 2025
Q1 2025
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-1.08K- 4.27% |
$50.7K - $54.3K
|
24.1K
$1.2M
|
|
|
Apr 10, 2025
Q1 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
SELL
|
- |
-1.16K- 17.34% |
$54.7K - $58.6K
|
5.53K
$274K
|
|
|
May 13, 2025
Q1 2025
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-1.19K- 21.61% |
$56.2K - $60.2K
|
4.33K
$215K
|
|
|
May 01, 2025
Q1 2025
|
Stephens Inc
|
SELL
|
- |
-1.2K- 0.94% |
$56.6K - $60.6K
|
127K
$6.31M
|
|
|
May 14, 2025
Q1 2025
|
Family Wealth Group, LLC
Lexington, KY |
SELL
|
- |
-1.87K- 8.51% |
$87.8K - $94.1K
|
20K
$994K
|
|
|
Apr 29, 2025
Q1 2025
|
Brookstone Capital Management
|
SELL
|
- |
-1.94K- 13.16% |
$91.2K - $97.7K
|
12.8K
$634K
|
|
|
Apr 25, 2025
Q1 2025
|
New Wave Wealth Advisors LLC
Springdale, AR |
SELL
|
- |
-2K- 22.22% |
$94.2K - $101K
|
7K
$347K
|
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-2.09K- 4.89% |
$98.4K - $105K
|
40.6K
$2.01M
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-2.09K- 21.35% |
$98.6K - $106K
|
7.71K
$382K
|
|
|
May 08, 2025
Q1 2025
|
Armis Advisers, LLC
Atlanta, GA |
SELL
|
- |
-2.29K- 1.7% |
$108K - $116K
|
132K
$6.57M
|
|
|
May 07, 2025
Q1 2025
|
Prosperity Consulting Group, LLC
|
SELL
|
- |
-2.48K- 8.39% |
$117K - $125K
|
27.1K
$1.34M
|
|
|
May 05, 2025
Q1 2025
|
1776 Wealth LLC
|
SELL
|
- |
-2.56K- 7.72% |
$121K - $129K
|
30.6K
$1.52M
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-3.12K- 3.81% |
$147K - $157K
|
78.7K
$3.9M
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
SELL
|
- |
-3.53K- 10.14% |
$166K - $178K
|
31.3K
$1.55M
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-3.55K- 73.14% |
$167K - $179K
|
1.3K
$64.6K
|
|
|
May 15, 2025
Q1 2025
|
Beck Capital Management, LLC
Austin, TX |
SELL
|
- |
-3.74K- 5.63% |
$176K - $189K
|
62.6K
$3.11M
|
|
|
Apr 22, 2025
Q1 2025
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
SELL
|
- |
-4.01K- 37.21% |
$189K - $202K
|
6.77K
$336K
|
|
|
Apr 17, 2025
Q1 2025
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-4.02K- 4.79% |
$189K - $203K
|
79.9K
$3.96M
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-4.1K- 5.39% |
$193K - $207K
|
71.9K
$3.57M
|
|
|
May 21, 2025
Q1 2025
|
Mbl Wealth, LLC
Charlotte, NC |
SELL
|
- |
-4.23K- 3.89% |
$199K - $214K
|
105K
$5.19M
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-4.36K- 26.28% |
$205K - $220K
|
12.2K
$606K
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-5.76K- 53.72% |
$271K - $290K
|
4.96K
$246K
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-5.99K- 7.09% |
$282K - $302K
|
78.5K
$3.89M
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-6.49KClosed |
$306K - $327K
|
0
$0
|
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-6.68K- 33.54% |
$315K - $337K
|
13.2K
$657K
|
|
|
Apr 24, 2025
Q1 2025
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-6.95K- 50.55% |
$327K - $351K
|
6.8K
$337K
|
|
|
May 12, 2025
Q1 2025
|
Financial Services Advisory Inc
|
SELL
|
- |
-7.3K- 2.18% |
$344K - $369K
|
328K
$16.3M
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-7.34K- 59.37% |
$346K - $370K
|
5.02K
$249K
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-7.34K- 3.63% |
$346K - $370K
|
195K
$9.67M
|
|
|
Apr 28, 2025
Q1 2025
|
Novem Group
Rochester, NY |
SELL
|
- |
-8.75K- 8.89% |
$412K - $441K
|
89.6K
$4.44M
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
SELL
|
- |
-9.21K- 2.42% |
$434K - $465K
|
371K
$18.4M
|
|
|
Apr 04, 2025
Q1 2025
|
Sage Capital Advisors,Llc
|
SELL
|
- |
-9.73K- 59.64% |
$458K - $491K
|
6.59K
$327K
|