Purchases and Sales Made in Q3 2023 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 Q3 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Oct 18, 2023
Q3 2023
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
BUY
|
- |
8.32K+ 131.96% |
$318K - $334K
|
14.6K
$724K
|
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
8.09KNew |
$309K - $324K
|
8.09K
$400K
|
|
|
Nov 08, 2023
Q3 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
8.09KNew |
$309K - $324K
|
8.09K
$400K
|
|
|
Oct 30, 2023
Q3 2023
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
7.68K+ 38.76% |
$293K - $308K
|
27.5K
$1.36M
|
|
|
Oct 10, 2023
Q3 2023
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
7.65K+ 245.14% |
$292K - $306K
|
10.8K
$533K
|
|
|
Nov 03, 2023
Q3 2023
|
Lincoln National Corp
|
BUY
|
- |
7KNew |
$268K - $281K
|
7K
$347K
|
|
|
Nov 14, 2023
Q3 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
6.58KNew |
$251K - $264K
|
6.58K
$326K
|
|
|
Nov 01, 2023
Q3 2023
|
Pitti Group Wealth Management, LLC
|
BUY
|
- |
6.35KNew |
$243K - $255K
|
6.35K
$315K
|
|
|
Nov 06, 2023
Q3 2023
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
5.76KNew |
$220K - $231K
|
5.76K
$285K
|
|
|
Dec 06, 2023
Q3 2023
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
5.67KNew |
$217K - $227K
|
5.67K
$280K
|
|
|
Oct 12, 2023
Q3 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
4.21K+ 77.73% |
$161K - $169K
|
9.62K
$476K
|
|
|
Nov 13, 2023
Q3 2023
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
3.96K+ 456.34% |
$151K - $159K
|
4.83K
$239K
|
|
|
Oct 25, 2023
Q3 2023
|
Beacon Financial Advisory LLC
|
BUY
|
- |
3.38K+ 58.58% |
$129K - $135K
|
9.15K
$453K
|
|
|
Dec 11, 2023
Q3 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
2.67K+ 18.56% |
$102K - $107K
|
17K
$843K
|
|
|
Nov 14, 2023
Q3 2023
|
Wedbush Securities Inc
|
BUY
|
- |
1.93K+ 13.74% |
$73.8K - $77.4K
|
16K
$792K
|
|
|
Nov 13, 2023
Q3 2023
|
Truadvice, LLC
Sarasota, FL |
BUY
|
- |
1.83K+ 8.94% |
$69.9K - $73.3K
|
22.3K
$1.1M
|
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
1.81K+ 156.93% |
$69.2K - $72.6K
|
2.97K
$147K
|
|
|
Oct 12, 2023
Q3 2023
|
Sage Capital Advisors,Llc
|
BUY
|
- |
1.41K+ 9.2% |
$53.7K - $56.3K
|
16.7K
$826K
|
|
|
Nov 02, 2023
Q3 2023
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
1.24K+ 2.59% |
$47.2K - $49.5K
|
48.9K
$2.42M
|
|
|
Nov 13, 2023
Q3 2023
|
Integrity Financial Corp
|
BUY
|
- |
1.23K+ 11.11% |
$47K - $49.3K
|
12.3K
$610K
|
|
|
Nov 13, 2023
Q3 2023
|
Centaurus Financial, Inc.
|
BUY
|
- |
992+ 14.14% |
$37.9K - $39.8K
|
8.01K
$396K
|
|
|
Nov 13, 2023
Q3 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
891+ 8.32% |
$34.1K - $35.7K
|
11.6K
$574K
|
|
|
Oct 10, 2023
Q3 2023
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
699+ 4.62% |
$26.7K - $28K
|
15.8K
$784K
|
|
|
Oct 18, 2023
Q3 2023
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
429+ 2.06% |
$16.4K - $17.2K
|
21.2K
$1.05M
|
|
|
Oct 13, 2023
Q3 2023
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
405+ 3.86% |
$15.5K - $16.2K
|
10.9K
$539K
|
|
|
Nov 21, 2023
Q3 2023
|
Comerica Bank
|
BUY
|
- |
185New |
$7.07K - $7.41K
|
185
$9.16K
|
|
|
Nov 09, 2023
Q3 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
56New |
$2.14K - $2.24K
|
56
$2.77K
|
|
|
Oct 12, 2023
Q3 2023
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
13New |
$497 - $521
|
13
$644
|
|
|
Nov 13, 2023
Q3 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
11New |
$420 - $441
|
11
$545
|
|
|
Nov 14, 2023
Q3 2023
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-56- 0.49% |
$2.14K - $2.24K
|
11.4K
$564K
|
|
|
Oct 27, 2023
Q3 2023
|
Arbor Capital Management Inc
Anchorage, AK |
SELL
|
- |
-220- 3.7% |
$8.41K - $8.82K
|
5.72K
$283K
|
|
|
Oct 18, 2023
Q3 2023
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-461- 5.32% |
$17.6K - $18.5K
|
8.2K
$406K
|
|
|
Oct 11, 2023
Q3 2023
|
Legacy Private Trust Co.
|
SELL
|
- |
-813- 12.82% |
$31.1K - $32.6K
|
5.53K
$274K
|
|
|
Nov 13, 2023
Q3 2023
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-917- 12.48% |
$35K - $36.8K
|
6.43K
$318K
|
|
|
Nov 14, 2023
Q3 2023
|
Beck Capital Management, LLC
Austin, TX |
SELL
|
- |
-1.21K- 1.75% |
$46.2K - $48.5K
|
68K
$3.37M
|
|
|
Nov 14, 2023
Q3 2023
|
Fsb Premier Wealth Management, Inc.
|
SELL
|
- |
-2.44K- 15.84% |
$93.1K - $97.6K
|
12.9K
$640K
|
|
|
Nov 09, 2023
Q3 2023
|
Ubs Group Ag
|
SELL
|
- |
-3.67K- 94.3% |
$140K - $147K
|
222
$11K
|
|
|
Oct 10, 2023
Q3 2023
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-6K- 46.66% |
$229K - $240K
|
6.86K
$340K
|
|
|
Nov 14, 2023
Q3 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-7.63K- 31.28% |
$292K - $306K
|
16.8K
$830K
|
|
|
Nov 14, 2023
Q3 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-7.95K- 11.55% |
$304K - $319K
|
60.9K
$3.01M
|
|
|
Oct 20, 2023
Q3 2023
|
Brookstone Capital Management
|
SELL
|
- |
-19.2K- 15.13% |
$732K - $768K
|
107K
$5.32M
|