Patriot Financial Group Insurance Agency, LLC First Tr Exch Trd Fd Viii Ft C Transaction History

Patriot Financial Group Insurance Agency, LLC

$720 Million
Q3 2024

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2022 Jul 29, 2022	BUY	$32.15 - $36.32 $2,411 - $2,724	75 Added 2.5%	3,075 $102,000
Q4 2021 Jan 10, 2022	SELL	$34.61 - $36.64 $51,915 - $54,960	-1,500 Reduced 33.33%	3,000 $110,000
Q3 2021 Nov 24, 2021	BUY	$34.24 - $35.61 $154,080 - $160,245	4,500 New	4,500 $156,000
Q2 2021 Jul 30, 2021	SELL	$34.07 - $34.55 $10,323 - $10,468	-303 Closed	0 $0
Q1 2021 Apr 29, 2021	SELL	$32.73 - $33.99 $8.45 Million - $8.78 Million	-258,308 Reduced 99.88%	303 $10,000
Q4 2020 Jan 15, 2021	SELL	$30.53 - $33.02 $148,955 - $161,104	-4,879 Reduced 1.85%	258,611 $8.54 Million
Q3 2020 Oct 21, 2020	BUY	$30.23 - $31.75 $7.97 Million - $8.37 Million	263,490 New	263,490 $8.18 Million

Others Institutions Holding FJUL

# of Institutions

144

Shares Held

6.67M

Call Options Held

Put Options Held

Cwm, LLC

487K
Shares

$23.8 Million
0.1% of portfolio
Envestnet Asset Management Inc

469K
Shares

$23 Million
0.01% of portfolio
Raymond James & Associates St Petersburg, FL

465K
Shares

$22.8 Million
0.01% of portfolio
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

405K
Shares

$19.8 Million
0.03% of portfolio
Mc Carthy & Cox Marysville, OH

400K
Shares

$19.6 Million
7.38% of portfolio

View Full List

About FIRST TR EXCH TRD FD VIII FT C

Ticker FJUL
Sector Technology

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