Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
367K+ 358.1% |
$16.3M - $17.6M
|
469K
$23.2M
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
BUY
|
- |
265K+ 119.08% |
$11.8M - $12.7M
|
487K
$24.1M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
190K+ 68.76% |
$8.43M - $9.12M
|
465K
$23M
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
184K+ 138.96% |
$8.18M - $8.85M
|
316K
$15.7M
|
|
|
Nov 13, 2024
Q3 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
180K+ 1024.24% |
$8.01M - $8.67M
|
198K
$9.79M
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
110K+ 72.25% |
$4.9M - $5.3M
|
263K
$13M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
107K+ 35.69% |
$4.74M - $5.12M
|
405K
$20M
|
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
65.7K+ 56.95% |
$2.92M - $3.16M
|
181K
$8.97M
|
|
|
Nov 13, 2024
Q3 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
63.6KNew |
$2.83M - $3.06M
|
63.6K
$3.15M
|
|
|
Oct 28, 2024
Q3 2024
|
Stephens Inc
|
BUY
|
- |
51.1K+ 61.93% |
$2.27M - $2.46M
|
133K
$6.61M
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
50.5K+ 152.93% |
$2.25M - $2.43M
|
83.6K
$4.14M
|
|
|
Nov 01, 2024
Q3 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
45KNew |
$2M - $2.17M
|
45K
$2.23M
|
|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
BUY
|
- |
42.2K+ 188.64% |
$1.88M - $2.03M
|
64.5K
$3.19M
|
|
|
Nov 12, 2024
Q3 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
32.5KNew |
$1.44M - $1.56M
|
32.5K
$1.61M
|
|
|
Nov 14, 2024
Q3 2024
|
Harvest Investment Services, LLC
|
BUY
|
- |
31.3KNew |
$1.39M - $1.51M
|
31.3K
$1.55M
|
|
|
Nov 12, 2024
Q3 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
29.7KNew |
$1.32M - $1.43M
|
29.7K
$1.47M
|
|
|
Oct 15, 2024
Q3 2024
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
29.5KNew |
$1.31M - $1.42M
|
29.5K
$1.46M
|
|
|
Nov 01, 2024
Q3 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
23.2KNew |
$1.03M - $1.11M
|
23.2K
$1.15M
|
|
|
Oct 15, 2024
Q3 2024
|
Accel Wealth Management
|
BUY
|
- |
21.4KNew |
$951K - $1.03M
|
21.4K
$1.06M
|
|
|
Oct 24, 2024
Q3 2024
|
Bouchey Financial Group LTD
|
BUY
|
- |
20.1KNew |
$896K - $969K
|
20.1K
$997K
|
|
|
Oct 16, 2024
Q3 2024
|
Wolff Wiese Magana LLC
|
BUY
|
- |
19.9K+ 797.59% |
$884K - $956K
|
22.4K
$1.11M
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
19.9K+ 31.53% |
$884K - $956K
|
82.9K
$4.1M
|
|
|
Nov 05, 2024
Q3 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
19.8KNew |
$882K - $955K
|
19.8K
$982K
|
|
|
Nov 04, 2024
Q3 2024
|
Gds Wealth Management
|
BUY
|
- |
19.5K+ 10.8% |
$867K - $938K
|
200K
$9.9M
|
|
|
Nov 12, 2024
Q3 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
18.7KNew |
$833K - $901K
|
18.7K
$927K
|
|
|
Oct 18, 2024
Q3 2024
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
16.9K+ 100.49% |
$750K - $812K
|
33.7K
$1.67M
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
16.5K+ 23.53% |
$734K - $794K
|
86.6K
$4.29M
|
|
|
Oct 15, 2024
Q3 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
13.8KNew |
$612K - $662K
|
13.8K
$681K
|
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
13.2K+ 48.66% |
$585K - $633K
|
40.2K
$1.99M
|
|
|
Nov 14, 2024
Q3 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
13.1K+ 106.67% |
$584K - $632K
|
25.5K
$1.26M
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
12.8K+ 73.98% |
$568K - $615K
|
30.1K
$1.49M
|
|
|
Nov 13, 2024
Q3 2024
|
Truist Financial Corp
|
BUY
|
- |
12.4K+ 48.49% |
$550K - $595K
|
37.9K
$1.87M
|
|
|
Nov 13, 2024
Q3 2024
|
Crown Wealth Group, LLC
|
BUY
|
- |
11.7KNew |
$520K - $563K
|
11.7K
$579K
|
|
|
Oct 08, 2024
Q3 2024
|
Brookstone Capital Management
|
BUY
|
- |
10.7KNew |
$474K - $512K
|
10.7K
$527K
|
|
|
Oct 25, 2024
Q3 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
10.6K+ 164.79% |
$472K - $511K
|
17.1K
$844K
|
|
|
Oct 21, 2024
Q3 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
10.4KNew |
$462K - $500K
|
10.4K
$514K
|
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
10.3K+ 22.7% |
$457K - $495K
|
55.6K
$2.75M
|
|
|
Oct 15, 2024
Q3 2024
|
Keystone Wealth Services, LLC
|
BUY
|
- |
10.1K+ 13.38% |
$448K - $485K
|
85.5K
$4.23M
|
|
|
Oct 23, 2024
Q3 2024
|
New Wave Wealth Advisors LLC
Springdale, AR |
BUY
|
- |
10KNew |
$445K - $481K
|
10K
$495K
|
|
|
Oct 23, 2024
Q3 2024
|
Heritage Oak Wealth Advisors LLC
Santa Rosa Beach, FL |
BUY
|
- |
10KNew |
$445K - $481K
|
10K
$495K
|
|
|
Oct 21, 2024
Q3 2024
|
Integrity Financial Corp
|
BUY
|
- |
9.6K+ 79.38% |
$427K - $462K
|
21.7K
$1.07M
|
|
|
Nov 25, 2024
Q3 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
9.32KNew |
$414K - $448K
|
9.32K
$461K
|
|
|
Nov 14, 2024
Q3 2024
|
Beck Capital Management, LLC
Austin, TX |
BUY
|
- |
9.23K+ 15.62% |
$410K - $444K
|
68.3K
$3.38M
|
|
|
Nov 08, 2024
Q3 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
9.07K+ 1062.53% |
$403K - $437K
|
9.93K
$491K
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
8.94KNew |
$397K - $430K
|
8.94K
$442K
|
|
|
Oct 15, 2024
Q3 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
8.85KNew |
$394K - $426K
|
8.85K
$438K
|
|
|
Nov 13, 2024
Q3 2024
|
Csenge Advisory Group
|
BUY
|
- |
7.39KNew |
$328K - $355K
|
7.39K
$366K
|
|
|
Oct 28, 2024
Q3 2024
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
7.26KNew |
$323K - $349K
|
7.26K
$359K
|
|
|
Oct 30, 2024
Q3 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
7.08K+ 72.99% |
$315K - $341K
|
16.8K
$831K
|
|
|
Nov 12, 2024
Q3 2024
|
Founders Financial Securities LLC
|
BUY
|
- |
6.81KNew |
$303K - $328K
|
6.81K
$337K
|