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 |
|---|---|---|---|---|---|---|---|
|
Oct 16, 2024
Q3 2024
|
Wolff Wiese Magana LLC
|
BUY
|
- |
19.9K+ 797.59% |
$884K - $956K
|
22.4K
$1.1M
|
|
|
Oct 16, 2024
Q3 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
232+ 4.82% |
$10.3K - $11.2K
|
5.05K
$248K
|
|
|
Oct 15, 2024
Q3 2024
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
29.5KNew |
$1.31M - $1.42M
|
29.5K
$1.45M
|
|
|
Oct 15, 2024
Q3 2024
|
Accel Wealth Management
|
BUY
|
- |
21.4KNew |
$951K - $1.03M
|
21.4K
$1.05M
|
|
|
Oct 15, 2024
Q3 2024
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
3.35K+ 31.22% |
$149K - $161K
|
14.1K
$693K
|
|
|
Oct 15, 2024
Q3 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
8.85KNew |
$394K - $426K
|
8.85K
$435K
|
|
|
Oct 15, 2024
Q3 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
13.8KNew |
$612K - $662K
|
13.8K
$677K
|
|
|
Oct 15, 2024
Q3 2024
|
Keystone Wealth Services, LLC
|
BUY
|
- |
10.1K+ 13.38% |
$448K - $485K
|
85.5K
$4.2M
|
|
|
Oct 15, 2024
Q3 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
3.57K+ 32.75% |
$159K - $172K
|
14.5K
$711K
|
|
|
Oct 10, 2024
Q3 2024
|
Mc Carthy & Cox
Marysville, OH |
BUY
|
- |
2.29K+ 0.58% |
$102K - $110K
|
400K
$19.7M
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
3.37K+ 127.76% |
$150K - $162K
|
6.01K
$295K
|
|
|
Oct 10, 2024
Q3 2024
|
Lion Street Advisors, LLC
|
SELL
|
- |
-945- 2.42% |
$42K - $45.5K
|
38.1K
$1.87M
|
|
|
Oct 08, 2024
Q3 2024
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
3.17K+ 31.53% |
$141K - $152K
|
13.2K
$650K
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
BUY
|
- |
265K+ 119.08% |
$11.8M - $12.7M
|
487K
$23.9M
|
|
|
Oct 08, 2024
Q3 2024
|
Brookstone Capital Management
|
BUY
|
- |
10.7KNew |
$474K - $512K
|
10.7K
$524K
|
|
|
Oct 08, 2024
Q3 2024
|
Sage Capital Advisors,Llc
|
BUY
|
- |
3.37K+ 25.6% |
$150K - $162K
|
16.6K
$814K
|
|
|
Oct 07, 2024
Q3 2024
|
Ignite Planners, LLC
|
BUY
|
- |
5.19KNew |
$231K - $250K
|
5.19K
$255K
|
|
| Q2 2024 | |||||||
|
Aug 19, 2024
Q2 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-28K- 79.2% |
$1.21M - $1.29M
|
7.35K
$362K
|
|
|
Aug 14, 2024
Q2 2024
|
Old Mission Capital LLC
|
BUY
|
- |
13.9KNew |
$601K - $642K
|
13.9K
$686K
|
|
|
Aug 14, 2024
Q2 2024
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
6.37KNew |
$274K - $293K
|
6.37K
$313K
|
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
BUY
|
- |
13.6K+ 883.95% |
$584K - $624K
|
15.1K
$742K
|
|
|
Aug 13, 2024
Q2 2024
|
Penserra Capital Management LLC
Orinda, CA |
SELL
|
- |
-1- 0.57% |
$43.1 - $46.1
|
173
$8.51K
|
|
|
Aug 12, 2024
Q2 2024
|
Hrt Financial LP
New York, NY |
SELL
|
- |
-11.2K- 56.21% |
$481K - $514K
|
8.7K
$428K
|
|
|
Aug 08, 2024
Q2 2024
|
Ogorek Anthony Joseph
|
SELL
|
- |
-131- 3.12% |
$5.64K - $6.03K
|
4.07K
$200K
|
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
1.25K+ 15.23% |
$53.8K - $57.5K
|
9.44K
$465K
|
|
|
Jul 19, 2024
Q2 2024
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
2.88K+ 2.86% |
$124K - $133K
|
104K
$5.1M
|
|
|
Jul 18, 2024
Q2 2024
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-10.7K- 53.86% |
$462K - $493K
|
9.18K
$451K
|
|
|
Jul 18, 2024
Q2 2024
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-400- 5.83% |
$17.2K - $18.4K
|
6.46K
$318K
|
|
|
Jul 17, 2024
Q2 2024
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
SELL
|
- |
-3.85K- 26.31% |
$166K - $177K
|
10.8K
$530K
|
|
|
Jul 15, 2024
Q2 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-100- 1.75% |
$4.31K - $4.61K
|
5.62K
$276K
|
|
|
Jul 08, 2024
Q2 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
1.75KNew |
$75.5K - $80.7K
|
1.75K
$86.2K
|
|
| Q1 2024 | |||||||
|
Jul 03, 2024
Q1 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
2KNew |
$82.1K - $88.9K
|
2K
$98.4K
|
|
|
May 15, 2024
Q1 2024
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
14.5KNew |
$594K - $643K
|
14.5K
$712K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-1.85K- 1.72% |
$75.8K - $82.1K
|
105K
$5.19M
|
|
|
May 14, 2024
Q1 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
13.7KNew |
$563K - $609K
|
13.7K
$674K
|
|
|
May 14, 2024
Q1 2024
|
Wedbush Securities Inc
|
SELL
|
- |
-8.35K- 58.04% |
$343K - $371K
|
6.04K
$297K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-91K- 49.48% |
$3.74M - $4.04M
|
92.9K
$4.57M
|
|
|
May 13, 2024
Q1 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
8.85KNew |
$363K - $393K
|
8.85K
$435K
|
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
970KNew |
$39.8M - $43.1M
|
970K
$47.7M
|
|
|
May 09, 2024
Q1 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
218New |
$8.95K - $9.69K
|
218
$10.7K
|
|
|
May 07, 2024
Q1 2024
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
BUY
|
- |
95.5KNew |
$3.92M - $4.24M
|
95.5K
$4.7M
|
|
|
May 06, 2024
Q1 2024
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
11.8KNew |
$486K - $526K
|
11.8K
$582K
|
|
|
May 06, 2024
Q1 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
14.3K+ 1761.33% |
$587K - $636K
|
15.1K
$743K
|
|
|
May 03, 2024
Q1 2024
|
Diligent Investors, LLC
|
BUY
|
- |
4.58KNew |
$188K - $203K
|
4.58K
$225K
|
|
|
May 03, 2024
Q1 2024
|
Davenport & CO LLC
|
BUY
|
- |
13.7KNew |
$561K - $608K
|
13.7K
$672K
|
|
|
May 03, 2024
Q1 2024
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-1.05K- 18.26% |
$43.1K - $46.7K
|
4.7K
$231K
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
SELL
|
- |
-500- 6.17% |
$20.5K - $22.2K
|
7.6K
$374K
|
|
|
Apr 30, 2024
Q1 2024
|
Astor Investment Management LLC
|
BUY
|
- |
507KNew |
$20.8M - $22.5M
|
507K
$24.9M
|
|
|
Apr 29, 2024
Q1 2024
|
Valtinson Bruner Financial Planning LLC
|
SELL
|
- |
-6.4K- 54.66% |
$263K - $285K
|
5.31K
$261K
|
|
|
Apr 29, 2024
Q1 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
100New |
$4.11K - $4.45K
|
100
$4.92K
|
|