Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 16, 2024
Q4 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
634K+ 178.15% |
$23.7M - $26.5M
|
991K
$48.7M
|
|
|
Feb 14, 2024
Q4 2023
|
Old Mission Capital LLC
|
BUY
|
- |
210KNew |
$7.86M - $8.77M
|
210K
$10.4M
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
115K+ 54.32% |
$4.28M - $4.78M
|
326K
$16M
|
|
|
Feb 09, 2024
Q4 2023
|
Financial Services Advisory Inc
|
BUY
|
- |
79.7KNew |
$2.98M - $3.32M
|
79.7K
$3.92M
|
|
|
Feb 13, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
77.8K+ 45.44% |
$2.91M - $3.25M
|
249K
$12.3M
|
|
|
Jan 18, 2024
Q4 2023
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
70.5KNew |
$2.63M - $2.94M
|
70.5K
$3.47M
|
|
|
Feb 09, 2024
Q4 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
56K+ 36.97% |
$2.09M - $2.33M
|
207K
$10.2M
|
|
|
Feb 12, 2024
Q4 2023
|
Schulz Wealth, Ltd.
Mansfield, TX |
BUY
|
- |
44.2KNew |
$1.65M - $1.84M
|
44.2K
$2.18M
|
|
|
Jan 12, 2024
Q4 2023
|
Advisor Resource Council
|
BUY
|
- |
35.9K+ 185.08% |
$1.34M - $1.5M
|
55.3K
$2.72M
|
|
|
Feb 14, 2024
Q4 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
34.9K+ 38.32% |
$1.3M - $1.46M
|
126K
$6.2M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
31K+ 40.61% |
$1.16M - $1.29M
|
107K
$5.28M
|
|
|
Feb 14, 2024
Q4 2023
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
28.5KNew |
$1.07M - $1.19M
|
28.5K
$1.4M
|
|
|
Feb 14, 2024
Q4 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
21.9K+ 80.55% |
$816K - $911K
|
49K
$2.41M
|
|
|
Feb 14, 2024
Q4 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
21.7KNew |
$812K - $906K
|
21.7K
$1.07M
|
|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
BUY
|
- |
18.8K+ 5.96% |
$702K - $784K
|
334K
$16.4M
|
|
|
Feb 14, 2024
Q4 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
15.1K+ 54.21% |
$563K - $628K
|
42.9K
$2.11M
|
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
12.7K+ 17.3% |
$474K - $530K
|
86.1K
$4.24M
|
|
|
Feb 02, 2024
Q4 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
12.6K+ 156.21% |
$472K - $527K
|
20.7K
$1.02M
|
|
|
Feb 14, 2024
Q4 2023
|
Lm Advisors LLC
San Diego, CA |
BUY
|
- |
12KNew |
$448K - $500K
|
12K
$590K
|
|
|
Feb 14, 2024
Q4 2023
|
Family Wealth Group, LLC
Lexington, KY |
BUY
|
- |
10.9KNew |
$407K - $455K
|
10.9K
$537K
|
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
9.85K+ 9.31% |
$368K - $411K
|
116K
$5.69M
|
|
|
Feb 06, 2024
Q4 2023
|
Gds Wealth Management
|
BUY
|
- |
9.82K+ 6.24% |
$367K - $409K
|
167K
$8.23M
|
|
|
Feb 14, 2024
Q4 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
9.21KNew |
$344K - $384K
|
9.21K
$453K
|
|
|
Jan 30, 2024
Q4 2023
|
Act Advisors, Llc.
|
BUY
|
- |
5.86KNew |
$219K - $244K
|
5.86K
$288K
|
|
|
Feb 08, 2024
Q4 2023
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
5.72KNew |
$213K - $238K
|
5.72K
$281K
|
|
|
Feb 14, 2024
Q4 2023
|
Prospera Financial Services Inc
|
BUY
|
- |
4.96KNew |
$185K - $207K
|
4.96K
$244K
|
|
|
Jan 12, 2024
Q4 2023
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
4.93KNew |
$184K - $205K
|
4.93K
$242K
|
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
4.66K+ 27.79% |
$174K - $194K
|
21.4K
$1.05M
|
|
|
Feb 07, 2024
Q4 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
3.55K+ 8.03% |
$133K - $148K
|
47.8K
$2.35M
|
|
|
Feb 13, 2024
Q4 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
3.47K+ 5.7% |
$130K - $145K
|
64.4K
$3.17M
|
|
|
Feb 07, 2024
Q4 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
3.46K+ 5.54% |
$129K - $144K
|
65.9K
$3.24M
|
|
|
Feb 06, 2024
Q4 2023
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
3.05KNew |
$114K - $127K
|
3.05K
$150K
|
|
|
Feb 06, 2024
Q4 2023
|
Valtinson Bruner Financial Planning LLC
|
BUY
|
- |
3.03K+ 34.84% |
$113K - $126K
|
11.7K
$576K
|
|
|
Jan 09, 2024
Q4 2023
|
Sage Capital Advisors,Llc
|
BUY
|
- |
2.74K+ 16.44% |
$102K - $114K
|
19.4K
$955K
|
|
|
Jan 16, 2024
Q4 2023
|
Wolff Wiese Magana LLC
|
BUY
|
- |
2.49KNew |
$93.1K - $104K
|
2.49K
$123K
|
|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
BUY
|
- |
1.92K+ 863.06% |
$71.6K - $79.9K
|
2.14K
$105K
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
1.67KNew |
$62.5K - $69.8K
|
1.67K
$82.3K
|
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1.58K+ 2.41% |
$58.9K - $65.7K
|
67K
$3.29M
|
|
|
Feb 07, 2024
Q4 2023
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
1.43K+ 17.62% |
$53.2K - $59.4K
|
9.51K
$468K
|
|
|
Feb 07, 2024
Q4 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
1.31K+ 11.74% |
$48.9K - $54.6K
|
12.5K
$613K
|
|
|
Jan 26, 2024
Q4 2023
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
1.23KNew |
$45.9K - $51.2K
|
1.23K
$60.4K
|
|
|
Feb 06, 2024
Q4 2023
|
Lincoln National Corp
|
BUY
|
- |
1.1K+ 15.71% |
$41.1K - $45.9K
|
8.1K
$398K
|
|
|
Jan 17, 2024
Q4 2023
|
Keystone Wealth Services, LLC
|
BUY
|
- |
1K+ 1.31% |
$37.4K - $41.7K
|
77.6K
$3.82M
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
812New |
$30.3K - $33.9K
|
812
$39.9K
|
|
|
Jan 30, 2024
Q4 2023
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
805+ 3.79% |
$30.1K - $33.6K
|
22K
$1.08M
|
|
|
Feb 12, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
583New |
$21.8K - $24.3K
|
583
$28.7K
|
|
|
Jan 31, 2024
Q4 2023
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
405+ 0.83% |
$15.1K - $16.9K
|
49.3K
$2.43M
|
|
|
Jan 31, 2024
Q4 2023
|
Aifg Consultants Ltd.
Halfmoon, NY |
BUY
|
- |
231+ 0.14% |
$8.63K - $9.63K
|
165K
$8.13M
|
|
|
Feb 13, 2024
Q4 2023
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
183+ 3.79% |
$6.84K - $7.63K
|
5.01K
$247K
|
|
|
Feb 14, 2024
Q4 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
24New |
$896 - $1K
|
24
$1.18K
|