Steward Partners Investment Advisory, LLC First Tr Exch Trd Fd Viii Ft C Transaction History

Steward Partners Investment Advisory, LLC

$10.6 Billion
Q3 2024

A detailed history of Steward Partners Investment Advisory, LLC transactions in First Tr Exch Trd Fd Viii Ft C stock. As of the latest transaction made, Steward Partners Investment Advisory, LLC holds 181,118 shares of FJUL stock, worth $9.06 Million. This represents 0.08% of its overall portfolio holdings.

Number of Shares

181,118

Previous 115,401 56.95%

Holding current value

$9.06 Million

Previous $5.32 Million 63.93%

% of portfolio

0.08%

Previous 0.06%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 14, 2024	BUY	$44.46 - $48.11 $2.92 Million - $3.16 Million	65,717 Added 56.95%	181,118 $8.71 Million
Q2 2024 Aug 08, 2024	SELL	$43.09 - $46.06 $448,739 - $479,668	-10,414 Reduced 8.28%	115,401 $5.32 Million
Q1 2024 May 15, 2024	BUY	$41.06 - $44.45 $84,090 - $91,033	2,048 Added 1.65%	125,815 $5.59 Million
Q4 2023 Feb 12, 2024	SELL	$37.35 - $41.69 $87,025 - $97,137	-2,330 Reduced 1.85%	123,767 $5.15 Million
Q3 2023 Nov 13, 2023	BUY	$38.22 - $40.08 $4.4 Million - $4.61 Million	115,122 Added 1048.95%	126,097 $4.84 Million
Q2 2023 Aug 14, 2023	SELL	$35.85 - $39.0 $756,004 - $822,432	-21,088 Reduced 65.77%	10,975 $428,000
Q1 2023 May 15, 2023	BUY	$34.1 - $36.59 $24,415 - $26,198	716 Added 2.28%	32,063 $1.16 Million
Q4 2022 Feb 15, 2023	BUY	$32.35 - $35.66 $61,723 - $68,039	1,908 Added 6.48%	31,347 $1.08 Million
Q3 2022 Nov 10, 2022	BUY	$32.44 - $36.32 $955,001 - $1.07 Million	29,439 New	29,439 $955,000

Others Institutions Holding FJUL

# of Institutions

145

Shares Held

6.76M

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 Steward Partners Investment Advisory, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Steward Partners Investment Advisory, LLC with notifications on news.

Account

Steward Partners Investment Advisory, LLC First Tr Exch Trd Fd Viii Ft C Transaction History