Kingswood Wealth Advisors, LLC First Tr Exch Trd Fd Viii Ft C Transaction History

Kingswood Wealth Advisors, LLC

$1.27 Trillion
Q2 2025

A detailed history of Kingswood Wealth Advisors, LLC transactions in First Tr Exch Trd Fd Viii Ft C stock. As of the latest transaction made, Kingswood Wealth Advisors, LLC holds 9,977 shares of FJUL stock, worth $530,576. This represents 0.04% of its overall portfolio holdings.

Number of Shares

9,977

Previous 47,313 78.91%

Holding current value

$530,576

Previous $2.26 Billion 77.14%

% of portfolio

0.04%

Previous 0.09%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 23, 2025	SELL	$43.86 - $51.74 $1.64 Million - $1.93 Million	-37,336 Reduced 78.91%	9,977 $516 Million
Q1 2025 Jul 25, 2025	BUY	$47.09 - $50.46 $74,025 - $79,323	1,572 Added 15.76%	11,549 $551 Million
Q1 2025 Apr 21, 2025	BUY	$47.09 - $50.46 $1.26 Million - $1.35 Million	26,672 Added 129.22%	47,313 $2.26 Billion
Q4 2024 Jan 22, 2025	BUY	$47.71 - $49.76 $489,075 - $510,089	10,251 Added 98.66%	20,641 $1.01 Billion
Q3 2024 Oct 21, 2024	BUY	$44.46 - $48.11 $461,939 - $499,862	10,390 New	10,390 $499 Million
Q1 2024 Apr 15, 2024	BUY	$41.06 - $44.45 $190,518 - $206,248	4,640 New	4,640 $206 Million

Others Institutions Holding FJUL

# of Institutions

145

Shares Held

7.22M

Call Options Held

Put Options Held

View Full List

About FIRST TR EXCH TRD FD VIII FT C

Ticker FJUL
Sector Technology

More about FJUL

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Kingswood Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Kingswood Wealth Advisors, LLC with notifications on news.

Account

Kingswood Wealth Advisors, LLC First Tr Exch Trd Fd Viii Ft C Transaction History