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 |
---|---|---|---|---|---|---|---|
Aug 06, 2025
Q2 2025
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
253New |
$11.1K - $13.1K
|
253
$13.7K
|
|
Aug 06, 2025
Q2 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-7.95K- 40.72% |
$349K - $411K
|
11.6K
$628K
|
|
Aug 05, 2025
Q2 2025
|
Prosperity Consulting Group, LLC
|
SELL
|
- |
-1.6K- 5.91% |
$70.2K - $82.8K
|
25.5K
$1.38M
|
|
Aug 05, 2025
Q2 2025
|
Integrity Financial Corp
|
SELL
|
- |
-1.32K- 5.82% |
$58K - $68.4K
|
21.4K
$1.16M
|
|
Aug 04, 2025
Q2 2025
|
Family Wealth Group, LLC
Lexington, KY |
SELL
|
- |
-1.84K- 9.19% |
$80.7K - $95.3K
|
18.2K
$988K
|
|
Aug 04, 2025
Q2 2025
|
Buck Wealth Strategies, LLC
Denver, CO |
BUY
|
- |
6.73KNew |
$295K - $348K
|
6.73K
$365K
|
|
Aug 04, 2025
Q2 2025
|
Assetmark, Inc
|
BUY
|
- |
43.6K+ 31.8% |
$1.91M - $2.25M
|
181K
$9.81M
|
|
Aug 04, 2025
Q2 2025
|
Arbor Capital Management Inc
Anchorage, AK |
SELL
|
- |
-350- 5.23% |
$15.4K - $18.1K
|
6.35K
$345K
|
|
Aug 01, 2025
Q2 2025
|
Ferguson Shapiro LLC
|
BUY
|
- |
398KNew |
$17.5M - $20.6M
|
398K
$21.6M
|
|
Jul 31, 2025
Q2 2025
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-225- 1.21% |
$9.87K - $11.6K
|
18.4K
$1M
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-363K- 73.02% |
$15.9M - $18.8M
|
134K
$7.28M
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-9.85K- 12.52% |
$432K - $510K
|
68.9K
$3.74M
|
|
Jul 30, 2025
Q2 2025
|
Tfb Advisors LLC
Overland Park, KS |
SELL
|
- |
-922- 6.29% |
$40.4K - $47.7K
|
13.7K
$745K
|
|
Jul 30, 2025
Q2 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
1.84K+ 9.38% |
$80.6K - $95K
|
21.4K
$1.16M
|
|
Jul 30, 2025
Q2 2025
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
1.09K+ 2.29% |
$47.9K - $56.6K
|
48.9K
$2.65M
|
|
Jul 30, 2025
Q2 2025
|
Wespac Advisors So Cal, LLC
|
SELL
|
- |
-347- 6.21% |
$15.2K - $18K
|
5.24K
$285K
|
|
Jul 29, 2025
Q2 2025
|
Stephens Inc
|
SELL
|
- |
-697- 0.55% |
$30.6K - $36.1K
|
126K
$6.87M
|
|
Jul 28, 2025
Q2 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
4.53K+ 66.76% |
$199K - $234K
|
11.3K
$614K
|
|
Jul 28, 2025
Q2 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
1.5K+ 19.97% |
$65.9K - $77.7K
|
9.02K
$490K
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-46- 0.33% |
$2.02K - $2.38K
|
13.9K
$756K
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
SELL
|
- |
-21.1K- 5.67% |
$924K - $1.09M
|
350K
$19M
|
|
Jul 25, 2025
Q2 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
6.65KNew |
$292K - $344K
|
6.65K
$361K
|
|
Jul 25, 2025
Q2 2025
|
Lion Street Advisors, LLC
|
SELL
|
- |
-8.77K- 23.05% |
$385K - $454K
|
29.3K
$1.59M
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-3.72K- 48.17% |
$163K - $192K
|
4K
$217K
|
|
Jul 23, 2025
Q2 2025
|
Reap Financial Group, LLC
Austin, TX |
SELL
|
- |
-4.31K- 3.51% |
$189K - $223K
|
119K
$6.44M
|
|
Jul 22, 2025
Q2 2025
|
Mbl Wealth, LLC
Charlotte, NC |
SELL
|
- |
-1.09K- 1.04% |
$47.7K - $56.3K
|
103K
$5.62M
|
|
Jul 22, 2025
Q2 2025
|
Merit Financial Group, LLC
|
SELL
|
- |
-54- 1.22% |
$2.37K - $2.79K
|
4.37K
$237K
|
|
Jul 22, 2025
Q2 2025
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-4.25K- 48.74% |
$186K - $220K
|
4.47K
$243K
|
|
Jul 21, 2025
Q2 2025
|
Synergy Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-375- 1.42% |
$16.4K - $19.4K
|
26K
$1.41M
|
|
Jul 21, 2025
Q2 2025
|
Aifg Consultants Ltd.
Halfmoon, NY |
SELL
|
- |
-4.29K- 35.72% |
$188K - $222K
|
7.72K
$419K
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-127- 0.54% |
$5.57K - $6.57K
|
23.3K
$1.27M
|
|
Jul 21, 2025
Q2 2025
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-994- 9.28% |
$43.6K - $51.4K
|
9.72K
$528K
|
|
Jul 21, 2025
Q2 2025
|
Accel Wealth Management
|
SELL
|
- |
-9- 0.05% |
$395 - $466
|
19.3K
$1.05M
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
SELL
|
- |
-84- 0.27% |
$3.68K - $4.35K
|
31.2K
$1.7M
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
736+ 1.35% |
$32.3K - $38.1K
|
55.1K
$2.99M
|
|
Jul 16, 2025
Q2 2025
|
Novem Group
Rochester, NY |
SELL
|
- |
-400- 0.45% |
$17.5K - $20.7K
|
89.2K
$4.84M
|
|
Jul 15, 2025
Q2 2025
|
Armis Advisers, LLC
Atlanta, GA |
SELL
|
- |
-4.2K- 3.17% |
$184K - $217K
|
128K
$6.97M
|
|
Jul 14, 2025
Q2 2025
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
500New |
$21.9K - $25.9K
|
500
$27.2K
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-50- 0.57% |
$2.19K - $2.59K
|
8.78K
$477K
|
|
Jul 11, 2025
Q2 2025
|
Grant Private Wealth Management Inc
Pleasanton, CA |
BUY
|
- |
9.36KNew |
$411K - $484K
|
9.36K
$508K
|
|
Jul 11, 2025
Q2 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-836- 9.99% |
$36.7K - $43.3K
|
7.53K
$409K
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-1.09K- 8.2% |
$47.7K - $56.2K
|
12.2K
$661K
|
|
Jul 09, 2025
Q2 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
SELL
|
- |
-87- 1.57% |
$3.82K - $4.5K
|
5.45K
$296K
|
|
Jul 09, 2025
Q2 2025
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-1.07K- 18.87% |
$46.9K - $55.3K
|
4.6K
$250K
|
|
Jul 09, 2025
Q2 2025
|
Keystone Wealth Services, LLC
|
BUY
|
- |
2.2K+ 2.75% |
$96.5K - $114K
|
82.1K
$4.46M
|
|
Jul 07, 2025
Q2 2025
|
Schulz Wealth, Ltd.
Mansfield, TX |
SELL
|
- |
-1.58K- 3.89% |
$69.1K - $81.5K
|
38.9K
$2.11M
|
|
Jul 03, 2025
Q2 2025
|
Sage Capital Advisors,Llc
|
SELL
|
- |
-88- 1.34% |
$3.86K - $4.55K
|
6.5K
$353K
|
|
Q1 2025 | |||||||
Jul 25, 2025
Q1 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
1.57K+ 15.76% |
$74K - $79.3K
|
11.5K
$627K
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-850- 50.0% |
$40K - $42.9K
|
850
$46.2K
|
|
May 15, 2025
Q1 2025
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
BUY
|
- |
7.47KNew |
$352K - $377K
|
7.47K
$406K
|