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 14, 2024
Q3 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
6.5KNew |
$289K - $312K
|
6.5K
$322K
|
|
|
Nov 06, 2024
Q3 2024
|
Wespac Advisors So Cal, LLC
|
BUY
|
- |
5.87KNew |
$261K - $282K
|
5.87K
$290K
|
|
|
Nov 07, 2024
Q3 2024
|
Semus Wealth Partners LLC
Boca Raton, FL |
BUY
|
- |
5.73KNew |
$255K - $276K
|
5.73K
$284K
|
|
|
Nov 12, 2024
Q3 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
5.44KNew |
$242K - $262K
|
5.44K
$269K
|
|
|
Oct 30, 2024
Q3 2024
|
Hanlon Investment Management, Inc.
|
BUY
|
- |
5.39KNew |
$239K - $259K
|
5.39K
$267K
|
|
|
Nov 14, 2024
Q3 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
5.27K+ 33.19% |
$234K - $253K
|
21.1K
$1.05M
|
|
|
Nov 13, 2024
Q3 2024
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
5.23KNew |
$232K - $251K
|
5.23K
$259K
|
|
|
Oct 07, 2024
Q3 2024
|
Ignite Planners, LLC
|
BUY
|
- |
5.19KNew |
$231K - $250K
|
5.19K
$257K
|
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
4.98K+ 81.11% |
$222K - $240K
|
11.1K
$551K
|
|
|
Oct 24, 2024
Q3 2024
|
Zimmermann Investment Management & Planning LLC
|
BUY
|
- |
4.8KNew |
$213K - $231K
|
4.8K
$238K
|
|
|
Nov 05, 2024
Q3 2024
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
4.54KNew |
$202K - $218K
|
4.54K
$225K
|
|
|
Nov 14, 2024
Q3 2024
|
Family Wealth Group, LLC
Lexington, KY |
BUY
|
- |
4.41K+ 47.67% |
$196K - $212K
|
13.7K
$676K
|
|
|
Oct 30, 2024
Q3 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
4.33KNew |
$192K - $208K
|
4.33K
$214K
|
|
|
Nov 15, 2024
Q3 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
4.32KNew |
$192K - $208K
|
4.32K
$214K
|
|
|
Oct 18, 2024
Q3 2024
|
Black Point Wealth Management
Naples, FL |
BUY
|
- |
4.23KNew |
$188K - $203K
|
4.23K
$209K
|
|
|
Nov 07, 2024
Q3 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
4.06K+ 81.94% |
$180K - $195K
|
9.01K
$446K
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
3.87K+ 214.94% |
$172K - $186K
|
5.67K
$281K
|
|
|
Oct 15, 2024
Q3 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
3.57K+ 32.75% |
$159K - $172K
|
14.5K
$715K
|
|
|
Oct 08, 2024
Q3 2024
|
Sage Capital Advisors,Llc
|
BUY
|
- |
3.37K+ 25.6% |
$150K - $162K
|
16.6K
$819K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
3.37K+ 127.76% |
$150K - $162K
|
6.01K
$297K
|
|
|
Oct 15, 2024
Q3 2024
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
3.35K+ 31.22% |
$149K - $161K
|
14.1K
$697K
|
|
|
Oct 08, 2024
Q3 2024
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
3.17K+ 31.53% |
$141K - $152K
|
13.2K
$654K
|
|
|
Nov 15, 2024
Q3 2024
|
Barclays PLC
London, X0 |
BUY
|
- |
2.67KNew |
$119K - $128K
|
2.67K
$132K
|
|
|
Oct 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
2.51K+ 924.26% |
$112K - $121K
|
2.79K
$138K
|
|
|
Nov 14, 2024
Q3 2024
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
2.45K+ 32.32% |
$109K - $118K
|
10K
$496K
|
|
|
Oct 10, 2024
Q3 2024
|
Mc Carthy & Cox
Marysville, OH |
BUY
|
- |
2.29K+ 0.58% |
$102K - $110K
|
400K
$19.8M
|
|
|
Oct 18, 2024
Q3 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
2.17KNew |
$96.4K - $104K
|
2.17K
$107K
|
|
|
Nov 15, 2024
Q3 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
1.86KNew |
$82.6K - $89.3K
|
1.86K
$91.9K
|
|
|
Oct 31, 2024
Q3 2024
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
1.72K+ 30.72% |
$76.6K - $82.8K
|
7.33K
$363K
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
1.4K+ 105.51% |
$62.1K - $67.2K
|
2.72K
$135K
|
|
|
Nov 06, 2024
Q3 2024
|
1776 Wealth LLC
|
BUY
|
- |
1.37K+ 4.3% |
$60.9K - $65.9K
|
33.2K
$1.64M
|
|
|
Nov 04, 2024
Q3 2024
|
Arbor Capital Management Inc
Anchorage, AK |
BUY
|
- |
1.34K+ 23.52% |
$59.7K - $64.6K
|
7.05K
$349K
|
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
1.05KNew |
$46.5K - $50.3K
|
1.05K
$51.8K
|
|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
903+ 10.24% |
$40.1K - $43.4K
|
9.72K
$481K
|
|
|
Oct 22, 2024
Q3 2024
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
663+ 5.66% |
$29.5K - $31.9K
|
12.4K
$613K
|
|
|
Nov 13, 2024
Q3 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
550New |
$24.5K - $26.5K
|
550
$27.2K
|
|
|
Nov 12, 2024
Q3 2024
|
Centaurus Financial, Inc.
|
BUY
|
- |
517+ 6.72% |
$23K - $24.9K
|
8.22K
$407K
|
|
|
Nov 04, 2024
Q3 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
498+ 7.6% |
$22.1K - $24K
|
7.05K
$349K
|
|
|
Nov 14, 2024
Q3 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
255+ 9.56% |
$11.3K - $12.3K
|
2.92K
$145K
|
|
|
Oct 16, 2024
Q3 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
232+ 4.82% |
$10.3K - $11.2K
|
5.05K
$250K
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
228New |
$10.1K - $11K
|
228
$11.3K
|
|
|
Nov 18, 2024
Q3 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
190+ 1.27% |
$8.45K - $9.14K
|
15.2K
$752K
|
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
BUY
|
- |
102+ 65.81% |
$4.53K - $4.91K
|
257
$12.7K
|
|
|
Nov 08, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
99+ 16.98% |
$4.4K - $4.76K
|
682
$33.8K
|
|
|
Oct 25, 2024
Q3 2024
|
Schulz Wealth, Ltd.
Mansfield, TX |
BUY
|
- |
80+ 0.19% |
$3.56K - $3.85K
|
41.2K
$2.04M
|
|
|
Nov 05, 2024
Q3 2024
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
30+ 0.04% |
$1.33K - $1.44K
|
74.5K
$3.69M
|
|
|
Oct 25, 2024
Q3 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-20- 0.26% |
$889 - $962
|
7.79K
$386K
|
|
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-32- 0.53% |
$1.42K - $1.54K
|
5.96K
$295K
|
|
|
Nov 05, 2024
Q3 2024
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-75- 1.34% |
$3.33K - $3.61K
|
5.53K
$273K
|
|
|
Nov 05, 2024
Q3 2024
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-214- 4.43% |
$9.51K - $10.3K
|
4.62K
$228K
|