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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2024
Q4 2023
|
Comerica Bank
|
SELL
|
- |
-4- 2.16% |
$149 - $167
|
181
$8.93K
|
|
|
Feb 07, 2024
Q4 2023
|
Integrity Financial Corp
|
SELL
|
- |
-18- 0.15% |
$672 - $750
|
12.3K
$607K
|
|
|
Feb 09, 2024
Q4 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-20- 0.3% |
$747 - $834
|
6.56K
$323K
|
|
|
Feb 14, 2024
Q4 2023
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-36- 0.32% |
$1.34K - $1.5K
|
11.4K
$560K
|
|
|
Feb 14, 2024
Q4 2023
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-45- 0.15% |
$1.68K - $1.88K
|
29.9K
$1.47M
|
|
|
Jan 19, 2024
Q4 2023
|
Signature Securities Group Corporation
|
SELL
|
- |
-47- 0.24% |
$1.76K - $1.96K
|
19.8K
$978K
|
|
|
Feb 08, 2024
Q4 2023
|
Fsb Premier Wealth Management, Inc.
|
SELL
|
- |
-176- 1.36% |
$6.57K - $7.34K
|
12.8K
$629K
|
|
|
Feb 26, 2024
Q4 2023
|
Centaurus Financial, Inc.
|
SELL
|
- |
-187- 2.33% |
$6.98K - $7.8K
|
7.82K
$386K
|
|
|
Jan 25, 2024
Q4 2023
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-206- 1.54% |
$7.69K - $8.59K
|
13.2K
$649K
|
|
|
Jan 12, 2024
Q4 2023
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-230- 3.58% |
$8.59K - $9.59K
|
6.2K
$306K
|
|
|
Jan 25, 2024
Q4 2023
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-237- 0.86% |
$8.85K - $9.88K
|
27.2K
$1.34M
|
|
|
Feb 08, 2024
Q4 2023
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-410- 0.53% |
$15.3K - $17.1K
|
77.7K
$3.83M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-440- 0.24% |
$16.4K - $18.3K
|
184K
$9.07M
|
|
|
Feb 01, 2024
Q4 2023
|
Larson Financial Group LLC
|
SELL
|
- |
-568- 49.22% |
$21.2K - $23.7K
|
586
$28.9K
|
|
|
Mar 15, 2024
Q4 2023
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-850- 2.41% |
$31.7K - $35.4K
|
34.5K
$1.7M
|
|
|
Feb 14, 2024
Q4 2023
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-867- 5.09% |
$32.4K - $36.1K
|
16.2K
$797K
|
|
|
Jan 08, 2024
Q4 2023
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
SELL
|
- |
-895- 5.24% |
$33.4K - $37.3K
|
16.2K
$799K
|
|
|
Feb 02, 2024
Q4 2023
|
Truist Financial Corp
|
SELL
|
- |
-984- 2.96% |
$36.8K - $41K
|
32.2K
$1.59M
|
|
|
Jan 29, 2024
Q4 2023
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-1.01K- 6.38% |
$37.7K - $42.1K
|
14.8K
$731K
|
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-1.33K- 13.82% |
$49.6K - $55.4K
|
8.29K
$409K
|
|
|
Feb 12, 2024
Q4 2023
|
Wedbush Securities Inc
|
SELL
|
- |
-1.61K- 10.08% |
$60.2K - $67.2K
|
14.4K
$710K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-1.65K- 1.47% |
$61.6K - $68.7K
|
110K
$5.44M
|
|
|
Feb 12, 2024
Q4 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-2.33K- 1.85% |
$87K - $97.1K
|
124K
$6.1M
|
|
|
Feb 09, 2024
Q4 2023
|
Tbh Global Asset Management, LLC
Brentwood, TN |
SELL
|
- |
-2.48K- 6.91% |
$92.4K - $103K
|
33.3K
$1.64M
|
|
|
Feb 14, 2024
Q4 2023
|
Beck Capital Management, LLC
Austin, TX |
SELL
|
- |
-4.63K- 6.81% |
$173K - $193K
|
63.4K
$3.13M
|
|
|
Feb 08, 2024
Q4 2023
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-5.57K- 24.75% |
$208K - $232K
|
16.9K
$836K
|
|
|
Feb 06, 2024
Q4 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-7.13K- 3.5% |
$266K - $297K
|
197K
$9.7M
|
|
|
Feb 13, 2024
Q4 2023
|
Stephens Inc
|
SELL
|
- |
-9.39K- 9.94% |
$351K - $391K
|
85.1K
$4.2M
|
|
|
Jan 25, 2024
Q4 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-13.4K- 67.3% |
$499K - $557K
|
6.49K
$320K
|
|
|
Feb 01, 2024
Q4 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-20.8K- 58.81% |
$777K - $868K
|
14.6K
$719K
|
|
|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-24.2K- 15.84% |
$902K - $1.01M
|
128K
$6.33M
|
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-40.8K- 6.97% |
$1.52M - $1.7M
|
545K
$26.9M
|
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-77.2K- 20.06% |
$2.88M - $3.22M
|
308K
$15.2M
|
|
|
Feb 08, 2024
Q4 2023
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-154K- 84.29% |
$5.76M - $6.43M
|
28.7K
$1.42M
|
|
|
Feb 09, 2024
Q4 2023
|
Ogorek Anthony Joseph
|
SELL
|
- |
-261K- 97.49% |
$9.74M - $10.9M
|
6.71K
$331K
|
|
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-309K- 68.72% |
$11.5M - $12.9M
|
141K
$6.94M
|