Latest Institutional Transactions on First Tr Exch Trd Fd Viii Ft C (FJUL)
This table provides information on the latest institutional transactions involving First Tr Exch Trd Fd Viii Ft C (FJUL) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 12, 2025
Q1 2025
|
Founders Financial Securities LLC
|
BUY
|
- |
4.92K+ 44.27% |
$232K - $248K
|
16K
$832K
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-150- 1.68% |
$7.06K - $7.57K
|
8.79K
$456K
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
331+ 2.82% |
$15.6K - $16.7K
|
12.1K
$625K
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-10.4K- 55.72% |
$492K - $527K
|
8.3K
$430K
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
908+ 8.28% |
$42.8K - $45.8K
|
11.9K
$616K
|
|
|
May 09, 2025
Q1 2025
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
50+ 0.15% |
$2.35K - $2.52K
|
32.5K
$1.69M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-7.34K- 3.63% |
$346K - $370K
|
195K
$10.1M
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-230- 1.62% |
$10.8K - $11.6K
|
14K
$725K
|
|
|
May 08, 2025
Q1 2025
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-604- 0.81% |
$28.4K - $30.5K
|
73.8K
$3.83M
|
|
|
May 08, 2025
Q1 2025
|
Fsb Premier Wealth Management, Inc.
|
SELL
|
- |
-300- 3.0% |
$14.1K - $15.1K
|
9.7K
$503K
|
|
|
May 07, 2025
Q1 2025
|
Prosperity Consulting Group, LLC
|
SELL
|
- |
-2.48K- 8.39% |
$117K - $125K
|
27.1K
$1.4M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
252+ 0.25% |
$11.9K - $12.7K
|
99.3K
$5.15M
|
|
|
May 06, 2025
Q1 2025
|
Journey Strategic Wealth LLC
Summit, NJ |
SELL
|
- |
-306- 1.43% |
$14.4K - $15.4K
|
21.2K
$1.1M
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-937- 4.58% |
$44.1K - $47.3K
|
19.5K
$1.01M
|
|
|
May 06, 2025
Q1 2025
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
700+ 1.49% |
$33K - $35.3K
|
47.8K
$2.48M
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-5.76K- 53.72% |
$271K - $290K
|
4.96K
$257K
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
28.9K+ 9.22% |
$1.36M - $1.46M
|
342K
$17.7M
|
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
13K+ 62.91% |
$614K - $658K
|
33.8K
$1.75M
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
BUY
|
- |
37.8K+ 38.08% |
$1.78M - $1.91M
|
137K
$7.11M
|
|
|
May 06, 2025
Q1 2025
|
Wespac Advisors So Cal, LLC
|
SELL
|
- |
-534- 8.72% |
$25.1K - $26.9K
|
5.59K
$290K
|
|
|
May 05, 2025
Q1 2025
|
1776 Wealth LLC
|
SELL
|
- |
-2.56K- 7.72% |
$121K - $129K
|
30.6K
$1.59M
|
|
|
May 05, 2025
Q1 2025
|
Ignite Planners, LLC
|
BUY
|
- |
10+ 0.17% |
$471 - $505
|
6.05K
$314K
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-2.09K- 21.35% |
$98.6K - $106K
|
7.71K
$400K
|
|
|
May 05, 2025
Q1 2025
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-52- 0.21% |
$2.45K - $2.62K
|
24.7K
$1.28M
|
|
|
May 02, 2025
Q1 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-1.05K- 3.65% |
$49.5K - $53K
|
27.8K
$1.44M
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
SELL
|
- |
-9.21K- 2.42% |
$434K - $465K
|
371K
$19.3M
|
|
|
May 01, 2025
Q1 2025
|
Stephens Inc
|
SELL
|
- |
-1.2K- 0.94% |
$56.6K - $60.6K
|
127K
$6.6M
|
|
|
Apr 29, 2025
Q1 2025
|
Brookstone Capital Management
|
SELL
|
- |
-1.94K- 13.16% |
$91.2K - $97.7K
|
12.8K
$663K
|
|
|
Apr 29, 2025
Q1 2025
|
Smart Wealth LLC
Omaha, NE |
SELL
|
- |
-1.03K- 0.79% |
$48.4K - $51.8K
|
129K
$6.69M
|
|
|
Apr 29, 2025
Q1 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
4.57K+ 30.45% |
$215K - $231K
|
19.6K
$1.02M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
8.65K+ 1.77% |
$407K - $436K
|
497K
$25.8M
|
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-2.09K- 4.89% |
$98.4K - $105K
|
40.6K
$2.11M
|
|
|
Apr 28, 2025
Q1 2025
|
Arbor Capital Management Inc
Anchorage, AK |
BUY
|
- |
313+ 4.9% |
$14.7K - $15.8K
|
6.7K
$347K
|
|
|
Apr 25, 2025
Q1 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
1.64K+ 7.54% |
$77.4K - $82.9K
|
23.4K
$1.21M
|
|
|
Apr 25, 2025
Q1 2025
|
New Wave Wealth Advisors LLC
Springdale, AR |
SELL
|
- |
-2K- 22.22% |
$94.2K - $101K
|
7K
$363K
|
|
|
Apr 24, 2025
Q1 2025
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-6.95K- 50.55% |
$327K - $351K
|
6.8K
$353K
|
|
|
Apr 24, 2025
Q1 2025
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
6.43KNew |
$303K - $324K
|
6.43K
$333K
|
|
|
Apr 23, 2025
Q1 2025
|
Aurora Private Wealth, Inc.
|
SELL
|
- |
-810- 2.39% |
$38.1K - $40.9K
|
33.1K
$1.72M
|
|
|
Apr 23, 2025
Q1 2025
|
Aifg Consultants Ltd.
Halfmoon, NY |
SELL
|
- |
-705- 5.54% |
$33.2K - $35.6K
|
12K
$623K
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
SELL
|
- |
-272- 9.76% |
$12.8K - $13.7K
|
2.51K
$130K
|
|
|
Apr 22, 2025
Q1 2025
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
2.17K+ 25.74% |
$102K - $109K
|
10.6K
$550K
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
44+ 2.43% |
$2.07K - $2.22K
|
1.86K
$96.3K
|
|
|
Apr 22, 2025
Q1 2025
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
SELL
|
- |
-4.01K- 37.21% |
$189K - $202K
|
6.77K
$351K
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-825- 4.23% |
$38.8K - $41.6K
|
18.7K
$968K
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-3.12K- 3.81% |
$147K - $157K
|
78.7K
$4.08M
|
|
|
Apr 22, 2025
Q1 2025
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
26.4KNew |
$1.24M - $1.33M
|
26.4K
$1.37M
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-7.34K- 59.37% |
$346K - $370K
|
5.02K
$260K
|
|
|
Apr 21, 2025
Q1 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
26.7K+ 129.22% |
$1.26M - $1.35M
|
47.3K
$2.45M
|
|
|
Apr 18, 2025
Q1 2025
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-920- 7.91% |
$43.3K - $46.4K
|
10.7K
$556K
|
|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
6KNew |
$283K - $303K
|
6K
$311K
|