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 |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2024
Q3 2024
|
Crown Wealth Group, LLC
|
BUY
|
- |
11.7KNew |
$520K - $563K
|
11.7K
$635K
|
|
|
Nov 12, 2024
Q3 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-386- 65.87% |
$17.2K - $18.6K
|
200
$10.9K
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
228New |
$10.1K - $11K
|
228
$12.4K
|
|
|
Nov 07, 2024
Q3 2024
|
Semus Wealth Partners LLC
Boca Raton, FL |
BUY
|
- |
5.73KNew |
$255K - $276K
|
5.73K
$311K
|
|
|
Nov 04, 2024
Q3 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
498+ 7.6% |
$22.1K - $24K
|
7.05K
$383K
|
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
1.05KNew |
$46.5K - $50.3K
|
1.05K
$56.8K
|
|
|
Nov 01, 2024
Q3 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
45KNew |
$2M - $2.17M
|
45K
$2.44M
|
|
|
Oct 30, 2024
Q3 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
4.33KNew |
$192K - $208K
|
4.33K
$235K
|
|
|
Oct 28, 2024
Q3 2024
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
7.26KNew |
$323K - $349K
|
7.26K
$394K
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
1.4K+ 105.51% |
$62.1K - $67.2K
|
2.72K
$148K
|
|
|
Oct 24, 2024
Q3 2024
|
Bouchey Financial Group LTD
|
BUY
|
- |
20.1KNew |
$896K - $969K
|
20.1K
$1.09M
|
|
|
Oct 24, 2024
Q3 2024
|
Zimmermann Investment Management & Planning LLC
|
BUY
|
- |
4.8KNew |
$213K - $231K
|
4.8K
$261K
|
|
|
Oct 23, 2024
Q3 2024
|
Heritage Oak Wealth Advisors LLC
Santa Rosa Beach, FL |
BUY
|
- |
10KNew |
$445K - $481K
|
10K
$543K
|
|
|
Oct 18, 2024
Q3 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
2.17KNew |
$96.4K - $104K
|
2.17K
$118K
|
|
|
Oct 18, 2024
Q3 2024
|
Black Point Wealth Management
Naples, FL |
BUY
|
- |
4.23KNew |
$188K - $203K
|
4.23K
$229K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
107K+ 35.69% |
$4.74M - $5.12M
|
405K
$22M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
190K+ 68.76% |
$8.43M - $9.12M
|
465K
$25.3M
|
|
|
Oct 16, 2024
Q3 2024
|
Wolff Wiese Magana LLC
|
BUY
|
- |
19.9K+ 797.59% |
$884K - $956K
|
22.4K
$1.21M
|
|
|
Oct 16, 2024
Q3 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
232+ 4.82% |
$10.3K - $11.2K
|
5.05K
$274K
|
|
|
Oct 08, 2024
Q3 2024
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
3.17K+ 31.53% |
$141K - $152K
|
13.2K
$718K
|
|
| Q2 2024 | |||||||
|
Aug 13, 2024
Q2 2024
|
Penserra Capital Management LLC
Orinda, CA |
SELL
|
- |
-1- 0.57% |
$43.1 - $46.1
|
173
$9.39K
|
|
|
Aug 12, 2024
Q2 2024
|
Hrt Financial LP
New York, NY |
SELL
|
- |
-11.2K- 56.21% |
$481K - $514K
|
8.7K
$472K
|
|
|
Jul 18, 2024
Q2 2024
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-400- 5.83% |
$17.2K - $18.4K
|
6.46K
$351K
|
|
|
Jul 18, 2024
Q2 2024
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-10.7K- 53.86% |
$462K - $493K
|
9.18K
$498K
|
|
|
Jul 08, 2024
Q2 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
1.75KNew |
$75.5K - $80.7K
|
1.75K
$95.2K
|
|
| Q1 2024 | |||||||
|
May 14, 2024
Q1 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
13.7KNew |
$563K - $609K
|
13.7K
$745K
|
|
|
May 14, 2024
Q1 2024
|
Wedbush Securities Inc
|
SELL
|
- |
-8.35K- 58.04% |
$343K - $371K
|
6.04K
$328K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-1.85K- 1.72% |
$75.8K - $82.1K
|
105K
$5.73M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-91K- 49.48% |
$3.74M - $4.04M
|
92.9K
$5.04M
|
|
|
May 13, 2024
Q1 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
8.85KNew |
$363K - $393K
|
8.85K
$480K
|
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
970KNew |
$39.8M - $43.1M
|
970K
$52.7M
|
|
|
May 09, 2024
Q1 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
218New |
$8.95K - $9.69K
|
218
$11.8K
|
|
|
May 07, 2024
Q1 2024
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
BUY
|
- |
95.5KNew |
$3.92M - $4.24M
|
95.5K
$5.19M
|
|
|
May 06, 2024
Q1 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
14.3K+ 1761.33% |
$587K - $636K
|
15.1K
$821K
|
|
|
May 06, 2024
Q1 2024
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
11.8KNew |
$486K - $526K
|
11.8K
$642K
|
|
|
May 03, 2024
Q1 2024
|
Diligent Investors, LLC
|
BUY
|
- |
4.58KNew |
$188K - $203K
|
4.58K
$248K
|
|
|
May 03, 2024
Q1 2024
|
Davenport & CO LLC
|
BUY
|
- |
13.7KNew |
$561K - $608K
|
13.7K
$742K
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
SELL
|
- |
-500- 6.17% |
$20.5K - $22.2K
|
7.6K
$413K
|
|
|
Apr 30, 2024
Q1 2024
|
Astor Investment Management LLC
|
BUY
|
- |
507KNew |
$20.8M - $22.5M
|
507K
$27.5M
|
|
|
Apr 29, 2024
Q1 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
100New |
$4.11K - $4.45K
|
100
$5.43K
|
|
|
Apr 25, 2024
Q1 2024
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
600New |
$24.6K - $26.7K
|
600
$32.6K
|
|
|
Apr 19, 2024
Q1 2024
|
Advisor Resource Council
|
SELL
|
- |
-44.9K- 81.22% |
$1.84M - $2M
|
10.4K
$564K
|
|
|
Apr 18, 2024
Q1 2024
|
Aspire Private Capital, LLC
|
BUY
|
- |
198New |
$8.13K - $8.8K
|
198
$10.8K
|
|
|
Apr 15, 2024
Q1 2024
|
Elevated Capital Advisors, LLC
Sandy, UT |
BUY
|
- |
27.8KNew |
$1.14M - $1.23M
|
27.8K
$1.51M
|
|
|
Apr 15, 2024
Q1 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
44New |
$1.81K - $1.96K
|
44
$2.39K
|
|
|
Apr 12, 2024
Q1 2024
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
61KNew |
$2.51M - $2.71M
|
61K
$3.31M
|
|
| Q4 2023 | |||||||
|
Feb 14, 2024
Q4 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
24New |
$896 - $1K
|
24
$1.3K
|
|
|
Feb 14, 2024
Q4 2023
|
Lm Advisors LLC
San Diego, CA |
BUY
|
- |
12KNew |
$448K - $500K
|
12K
$652K
|
|
|
Feb 09, 2024
Q4 2023
|
Tbh Global Asset Management, LLC
Brentwood, TN |
SELL
|
- |
-2.48K- 6.91% |
$92.4K - $103K
|
33.3K
$1.81M
|
|
|
Feb 06, 2024
Q4 2023
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
3.05KNew |
$114K - $127K
|
3.05K
$166K
|
|