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 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-10.4K- 55.72% |
$492K - $527K
|
8.3K
$411K
|
|
|
May 14, 2025
Q1 2025
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-55.2K- 86.24% |
$2.6M - $2.78M
|
8.8K
$437K
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-70.2K- 28.71% |
$3.31M - $3.54M
|
174K
$8.64M
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-149K- 86.46% |
$7.02M - $7.52M
|
23.3K
$1.16M
|
|
|
Apr 14, 2025
Q1 2025
|
Mc Carthy & Cox
Marysville, OH |
SELL
|
- |
-367K- 94.3% |
$17.3M - $18.5M
|
22.2K
$1.1M
|