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 15, 2025
Q1 2025
|
Gts Securities LLC
New York, NY |
BUY
|
- |
11KNew |
$517K - $554K
|
11K
$596K
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
243+ 3.71% |
$11.4K - $12.3K
|
6.79K
$369K
|
|
|
May 15, 2025
Q1 2025
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-210- 10.5% |
$9.89K - $10.6K
|
1.79K
$97.2K
|
|
|
May 14, 2025
Q1 2025
|
Centaurus Financial, Inc.
|
SELL
|
- |
-100- 1.25% |
$4.71K - $5.05K
|
7.93K
$431K
|
|
|
May 14, 2025
Q1 2025
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
255New |
$12K - $12.9K
|
255
$13.8K
|
|
|
May 13, 2025
Q1 2025
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-1.19K- 21.61% |
$56.2K - $60.2K
|
4.33K
$235K
|
|
|
May 13, 2025
Q1 2025
|
Hanlon Investment Management, Inc.
|
BUY
|
- |
779+ 10.14% |
$36.7K - $39.3K
|
8.46K
$459K
|
|
|
May 13, 2025
Q1 2025
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-225- 4.31% |
$10.6K - $11.4K
|
5K
$272K
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-3.55K- 73.14% |
$167K - $179K
|
1.3K
$70.8K
|
|
|
May 12, 2025
Q1 2025
|
Financial Services Advisory Inc
|
SELL
|
- |
-7.3K- 2.18% |
$344K - $369K
|
328K
$17.8M
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-10.4K- 55.72% |
$492K - $527K
|
8.3K
$450K
|
|
|
May 08, 2025
Q1 2025
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-604- 0.81% |
$28.4K - $30.5K
|
73.8K
$4.01M
|
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
13K+ 62.91% |
$614K - $658K
|
33.8K
$1.83M
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-5.76K- 53.72% |
$271K - $290K
|
4.96K
$269K
|
|
|
May 05, 2025
Q1 2025
|
1776 Wealth LLC
|
SELL
|
- |
-2.56K- 7.72% |
$121K - $129K
|
30.6K
$1.66M
|
|
|
May 05, 2025
Q1 2025
|
Ignite Planners, LLC
|
BUY
|
- |
10+ 0.17% |
$471 - $505
|
6.05K
$329K
|
|
|
Apr 29, 2025
Q1 2025
|
Brookstone Capital Management
|
SELL
|
- |
-1.94K- 13.16% |
$91.2K - $97.7K
|
12.8K
$694K
|
|
|
Apr 25, 2025
Q1 2025
|
New Wave Wealth Advisors LLC
Springdale, AR |
SELL
|
- |
-2K- 22.22% |
$94.2K - $101K
|
7K
$380K
|
|
|
Apr 24, 2025
Q1 2025
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
6.43KNew |
$303K - $324K
|
6.43K
$349K
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
SELL
|
- |
-272- 9.76% |
$12.8K - $13.7K
|
2.51K
$137K
|
|
|
Apr 23, 2025
Q1 2025
|
Aurora Private Wealth, Inc.
|
SELL
|
- |
-810- 2.39% |
$38.1K - $40.9K
|
33.1K
$1.8M
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
44+ 2.43% |
$2.07K - $2.22K
|
1.86K
$101K
|
|
|
Apr 22, 2025
Q1 2025
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
2.17K+ 25.74% |
$102K - $109K
|
10.6K
$576K
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-7.34K- 59.37% |
$346K - $370K
|
5.02K
$273K
|
|
|
Apr 15, 2025
Q1 2025
|
Noble Wealth Management Pbc
Greenwood Village, CO |
SELL
|
- |
-50- 25.0% |
$2.35K - $2.52K
|
150
$8.15K
|
|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
6KNew |
$283K - $303K
|
6K
$326K
|
|
|
Apr 14, 2025
Q1 2025
|
Mc Carthy & Cox
Marysville, OH |
SELL
|
- |
-367K- 94.3% |
$17.3M - $18.5M
|
22.2K
$1.2M
|
|
|
Apr 09, 2025
Q1 2025
|
Signature Securities Group Corporation
|
SELL
|
- |
-725- 4.25% |
$34.1K - $36.6K
|
16.3K
$886K
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
5.54K+ 92283.33% |
$261K - $279K
|
5.54K
$301K
|
|
| Q4 2024 | |||||||
|
Feb 28, 2025
Q4 2024
|
Park Square Financial Group, LLC
Roswell, GA |
BUY
|
- |
517New |
$24.7K - $25.7K
|
517
$28.1K
|
|
|
Feb 25, 2025
Q4 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-1K- 13.45% |
$47.7K - $49.8K
|
6.44K
$349K
|
|
|
Feb 20, 2025
Q4 2024
|
Griffith & Werner, Inc.
Canton, GA |
BUY
|
- |
9.36KNew |
$447K - $466K
|
9.36K
$508K
|
|
|
Feb 14, 2025
Q4 2024
|
First Heartland Consultants, Inc.
|
BUY
|
- |
57+ 1.23% |
$2.72K - $2.84K
|
4.67K
$254K
|
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
SELL
|
- |
-38- 14.79% |
$1.81K - $1.89K
|
219
$11.9K
|
|
|
Feb 14, 2025
Q4 2024
|
Topsail Wealth Management, LLC
Charlotte, NC |
BUY
|
- |
200New |
$9.54K - $9.95K
|
200
$10.9K
|
|
|
Feb 14, 2025
Q4 2024
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
5.29KNew |
$253K - $263K
|
5.29K
$287K
|
|
|
Feb 13, 2025
Q4 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-150- 27.27% |
$7.16K - $7.46K
|
400
$21.7K
|
|
|
Feb 13, 2025
Q4 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-4.24K- 77.96% |
$202K - $211K
|
1.2K
$65.1K
|
|
|
Feb 13, 2025
Q4 2024
|
Savvy Advisors, Inc.
New York, NY |
SELL
|
- |
-184- 4.06% |
$8.78K - $9.16K
|
4.35K
$236K
|
|
|
Feb 13, 2025
Q4 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
SELL
|
- |
-919- 31.45% |
$43.8K - $45.7K
|
2K
$109K
|
|
|
Feb 12, 2025
Q4 2024
|
Hazlett, Burt & Watson, Inc.
|
SELL
|
- |
-60- 56.07% |
$2.86K - $2.99K
|
47
$2.55K
|
|
|
Feb 12, 2025
Q4 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
1.41KNew |
$67.1K - $70K
|
1.41K
$76.3K
|
|
|
Feb 10, 2025
Q4 2024
|
Valtinson Bruner Financial Planning LLC
|
SELL
|
- |
-6- 0.11% |
$286 - $299
|
5.3K
$288K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
435New |
$20.8K - $21.6K
|
435
$23.6K
|
|
|
Jan 30, 2025
Q4 2024
|
Csenge Advisory Group
|
BUY
|
- |
186+ 2.52% |
$8.87K - $9.26K
|
7.57K
$411K
|
|
|
Jan 24, 2025
Q4 2024
|
Gds Wealth Management
|
BUY
|
- |
19.6K+ 9.81% |
$936K - $976K
|
220K
$11.9M
|
|
|
Jan 22, 2025
Q4 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-3.02K- 20.87% |
$144K - $150K
|
11.4K
$621K
|
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
5.18KNew |
$247K - $258K
|
5.18K
$281K
|
|
| Q3 2024 | |||||||
|
Nov 25, 2024
Q3 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
9.32KNew |
$414K - $448K
|
9.32K
$506K
|
|
|
Nov 14, 2024
Q3 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
6.5KNew |
$289K - $312K
|
6.5K
$353K
|
|