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 |
|---|---|---|---|---|---|---|---|
|
Apr 25, 2024
Q1 2024
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
600New |
$24.6K - $26.7K
|
600
$29.5K
|
|
|
Apr 19, 2024
Q1 2024
|
Advisor Resource Council
|
SELL
|
- |
-44.9K- 81.22% |
$1.84M - $2M
|
10.4K
$511K
|
|
|
Apr 18, 2024
Q1 2024
|
Aspire Private Capital, LLC
|
BUY
|
- |
198New |
$8.13K - $8.8K
|
198
$9.74K
|
|
|
Apr 15, 2024
Q1 2024
|
Elevated Capital Advisors, LLC
Sandy, UT |
BUY
|
- |
27.8KNew |
$1.14M - $1.23M
|
27.8K
$1.37M
|
|
|
Apr 15, 2024
Q1 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
44New |
$1.81K - $1.96K
|
44
$2.16K
|
|
|
Apr 12, 2024
Q1 2024
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
61KNew |
$2.51M - $2.71M
|
61K
$3M
|
|
| Q4 2023 | |||||||
|
Feb 14, 2024
Q4 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
24New |
$896 - $1K
|
24
$1.18K
|
|
|
Feb 14, 2024
Q4 2023
|
Lm Advisors LLC
San Diego, CA |
BUY
|
- |
12KNew |
$448K - $500K
|
12K
$590K
|
|
|
Feb 09, 2024
Q4 2023
|
Tbh Global Asset Management, LLC
Brentwood, TN |
SELL
|
- |
-2.48K- 6.91% |
$92.4K - $103K
|
33.3K
$1.64M
|
|
|
Feb 08, 2024
Q4 2023
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-154K- 84.29% |
$5.76M - $6.43M
|
28.7K
$1.41M
|
|
|
Feb 06, 2024
Q4 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-7.13K- 3.5% |
$266K - $297K
|
197K
$9.67M
|
|
|
Feb 06, 2024
Q4 2023
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
3.05KNew |
$114K - $127K
|
3.05K
$150K
|
|
|
Jan 30, 2024
Q4 2023
|
Act Advisors, Llc.
|
BUY
|
- |
5.86KNew |
$219K - $244K
|
5.86K
$288K
|
|
|
Jan 26, 2024
Q4 2023
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
1.23KNew |
$45.9K - $51.2K
|
1.23K
$60.4K
|
|
|
Jan 08, 2024
Q4 2023
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
SELL
|
- |
-895- 5.24% |
$33.4K - $37.3K
|
16.2K
$797K
|
|
| Q3 2023 | |||||||
|
Dec 06, 2023
Q3 2023
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
5.67KNew |
$217K - $227K
|
5.67K
$279K
|
|
|
Nov 13, 2023
Q3 2023
|
Milestone Asset Management, LLC
Pittsburgh, PA |
BUY
|
- |
153KNew |
$5.84M - $6.12M
|
153K
$7.51M
|
|
|
Nov 13, 2023
Q3 2023
|
Truadvice, LLC
Sarasota, FL |
BUY
|
- |
1.83K+ 8.94% |
$69.9K - $73.3K
|
22.3K
$1.1M
|
|
|
Nov 09, 2023
Q3 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
56New |
$2.14K - $2.24K
|
56
$2.75K
|
|
|
Nov 07, 2023
Q3 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
9.44K+ 147.62% |
$361K - $378K
|
15.8K
$779K
|
|
|
Nov 06, 2023
Q3 2023
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
5.76KNew |
$220K - $231K
|
5.76K
$283K
|
|
|
Nov 01, 2023
Q3 2023
|
Pitti Group Wealth Management, LLC
|
BUY
|
- |
6.35KNew |
$243K - $255K
|
6.35K
$313K
|
|
|
Oct 19, 2023
Q3 2023
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
11.5KNew |
$439K - $460K
|
11.5K
$565K
|
|
|
Oct 18, 2023
Q3 2023
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-461- 5.32% |
$17.6K - $18.5K
|
8.2K
$404K
|
|
|
Oct 13, 2023
Q3 2023
|
River Tree Advisors, LLC
Winter Park, FL |
BUY
|
- |
179KNew |
$6.83M - $7.17M
|
179K
$8.79M
|
|
|
Oct 12, 2023
Q3 2023
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
13New |
$497 - $521
|
13
$639
|
|
|
Oct 11, 2023
Q3 2023
|
Legacy Private Trust Co.
|
SELL
|
- |
-813- 12.82% |
$31.1K - $32.6K
|
5.53K
$272K
|
|
| Q2 2023 | |||||||
|
Aug 11, 2023
Q2 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
8.51KNew |
$305K - $332K
|
8.51K
$419K
|
|
|
Aug 08, 2023
Q2 2023
|
Archer Investment Corp
|
SELL
|
- |
-1- 0.06% |
$35.9 - $39
|
1.66K
$81.5K
|
|
|
Aug 08, 2023
Q2 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
850New |
$30.5K - $33.2K
|
850
$41.8K
|
|
|
Aug 01, 2023
Q2 2023
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
267New |
$9.57K - $10.4K
|
267
$13.1K
|
|
|
Jul 31, 2023
Q2 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-812- 25.26% |
$29.1K - $31.7K
|
2.4K
$118K
|
|
|
Jul 26, 2023
Q2 2023
|
Santori & Peters, Inc.
|
BUY
|
- |
5.59KNew |
$200K - $218K
|
5.59K
$275K
|
|
|
Jul 24, 2023
Q2 2023
|
Allen Capital Group, LLC
|
SELL
|
- |
-250- 2.09% |
$8.96K - $9.75K
|
11.7K
$576K
|
|
| Q1 2023 | |||||||
|
May 12, 2023
Q1 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
1.54KNew |
$52.5K - $56.3K
|
1.54K
$75.8K
|
|
|
May 11, 2023
Q1 2023
|
Townsquare Capital LLC
|
BUY
|
- |
6.49KNew |
$221K - $238K
|
6.49K
$319K
|
|
|
May 03, 2023
Q1 2023
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-333- 4.61% |
$11.4K - $12.2K
|
6.88K
$339K
|
|
|
Apr 25, 2023
Q1 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
8.76KNew |
$299K - $321K
|
8.76K
$431K
|
|
| Q4 2022 | |||||||
|
Sep 06, 2024
Q4 2022
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
1.26K+ 10.64% |
$40.8K - $45K
|
13.1K
$645K
|
|
|
May 14, 2024
Q4 2022
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
17.2KNew |
$556K - $613K
|
17.2K
$845K
|
|
|
Feb 15, 2023
Q4 2022
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
8.11KNew |
$262K - $289K
|
8.11K
$399K
|
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
20.4KNew |
$658K - $726K
|
20.4K
$1M
|
|
|
Feb 13, 2023
Q4 2022
|
Trustcore Financial Services, LLC
|
SELL
|
- |
-7.05K- 47.16% |
$228K - $251K
|
7.9K
$389K
|
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
1.37K+ 100.0% |
$44.2K - $48.7K
|
2.73K
$134K
|
|
|
Jan 11, 2023
Q4 2022
|
City State Bank
Norwalk, IA |
BUY
|
- |
725New |
$23.5K - $25.9K
|
725
$35.7K
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Covington Capital Management
|
BUY
|
- |
8.11KNew |
$263K - $295K
|
8.11K
$399K
|
|
|
Nov 14, 2022
Q3 2022
|
Grant Street Asset Management, Inc.
Canonsburg, PA |
SELL
|
- |
-560- 7.1% |
$18.2K - $20.3K
|
7.32K
$360K
|
|
|
Nov 10, 2022
Q3 2022
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
2.95KNew |
$95.7K - $107K
|
2.95K
$145K
|
|
|
Nov 10, 2022
Q3 2022
|
Kingsbury Capital Investment Advisors LLC
Evanston, IL |
BUY
|
- |
59.1KNew |
$1.92M - $2.14M
|
59.1K
$2.9M
|
|
|
Nov 01, 2022
Q3 2022
|
Strategic Asset Management, LLC
|
BUY
|
- |
450+ 22.9% |
$14.6K - $16.3K
|
2.42K
$119K
|
|