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 06, 2023
Q3 2023
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
5.76KNew |
$220K - $231K
|
5.76K
$299K
|
|
|
Nov 01, 2023
Q3 2023
|
Pitti Group Wealth Management, LLC
|
BUY
|
- |
6.35KNew |
$243K - $255K
|
6.35K
$330K
|
|
|
Oct 19, 2023
Q3 2023
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
11.5KNew |
$439K - $460K
|
11.5K
$596K
|
|
|
Oct 18, 2023
Q3 2023
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-461- 5.32% |
$17.6K - $18.5K
|
8.2K
$425K
|
|
|
Oct 13, 2023
Q3 2023
|
River Tree Advisors, LLC
Winter Park, FL |
BUY
|
- |
179KNew |
$6.83M - $7.17M
|
179K
$9.27M
|
|
|
Oct 12, 2023
Q3 2023
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
13New |
$497 - $521
|
13
$674
|
|
|
Oct 11, 2023
Q3 2023
|
Legacy Private Trust Co.
|
SELL
|
- |
-813- 12.82% |
$31.1K - $32.6K
|
5.53K
$287K
|
|
| Q2 2023 | |||||||
|
Aug 11, 2023
Q2 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
8.51KNew |
$305K - $332K
|
8.51K
$441K
|
|
|
Aug 08, 2023
Q2 2023
|
Archer Investment Corp
|
SELL
|
- |
-1- 0.06% |
$35.9 - $39
|
1.66K
$85.9K
|
|
|
Aug 01, 2023
Q2 2023
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
267New |
$9.57K - $10.4K
|
267
$13.8K
|
|
|
Jul 31, 2023
Q2 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-812- 25.26% |
$29.1K - $31.7K
|
2.4K
$125K
|
|
|
Jul 26, 2023
Q2 2023
|
Santori & Peters, Inc.
|
BUY
|
- |
5.59KNew |
$200K - $218K
|
5.59K
$290K
|
|
|
Jul 24, 2023
Q2 2023
|
Allen Capital Group, LLC
|
SELL
|
- |
-250- 2.09% |
$8.96K - $9.75K
|
11.7K
$607K
|
|
| Q1 2023 | |||||||
|
May 12, 2023
Q1 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
1.54KNew |
$52.5K - $56.3K
|
1.54K
$79.9K
|
|
|
May 11, 2023
Q1 2023
|
Townsquare Capital LLC
|
BUY
|
- |
6.49KNew |
$221K - $238K
|
6.49K
$337K
|
|
|
May 03, 2023
Q1 2023
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-333- 4.61% |
$11.4K - $12.2K
|
6.88K
$357K
|
|
| Q4 2022 | |||||||
|
May 14, 2024
Q4 2022
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
17.2KNew |
$556K - $613K
|
17.2K
$891K
|
|
|
Feb 15, 2023
Q4 2022
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
8.11KNew |
$262K - $289K
|
8.11K
$421K
|
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
20.4KNew |
$658K - $726K
|
20.4K
$1.06M
|
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
1.37K+ 100.0% |
$44.2K - $48.7K
|
2.73K
$142K
|
|
|
Feb 13, 2023
Q4 2022
|
Trustcore Financial Services, LLC
|
SELL
|
- |
-7.05K- 47.16% |
$228K - $251K
|
7.9K
$410K
|
|
|
Jan 11, 2023
Q4 2022
|
City State Bank
Norwalk, IA |
BUY
|
- |
725New |
$23.5K - $25.9K
|
725
$37.6K
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Grant Street Asset Management, Inc.
Canonsburg, PA |
SELL
|
- |
-560- 7.1% |
$18.2K - $20.3K
|
7.32K
$380K
|
|
|
Nov 14, 2022
Q3 2022
|
Covington Capital Management
|
BUY
|
- |
8.11KNew |
$263K - $295K
|
8.11K
$421K
|
|
|
Nov 10, 2022
Q3 2022
|
Kingsbury Capital Investment Advisors LLC
Evanston, IL |
BUY
|
- |
59.1KNew |
$1.92M - $2.14M
|
59.1K
$3.06M
|
|
|
Nov 10, 2022
Q3 2022
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
2.95KNew |
$95.7K - $107K
|
2.95K
$153K
|
|
|
Nov 01, 2022
Q3 2022
|
Strategic Asset Management, LLC
|
BUY
|
- |
450+ 22.9% |
$14.6K - $16.3K
|
2.42K
$125K
|
|
|
Oct 17, 2022
Q3 2022
|
Cambridge Advisors Inc.
|
BUY
|
- |
8.15KNew |
$264K - $296K
|
8.15K
$423K
|
|
| Q2 2022 | |||||||
|
Aug 15, 2022
Q2 2022
|
Frontier Wealth Management LLC
Kansas City, MO |
SELL
|
- |
-990- 3.28% |
$31.8K - $36K
|
29.2K
$1.51M
|
|
|
Aug 12, 2022
Q2 2022
|
Private Advisory Group LLC
Redmond, WA |
SELL
|
- |
-88KClosed |
$2.83M - $3.2M
|
0
$0
|
|
|
Aug 02, 2022
Q2 2022
|
Triumph Capital Management
|
BUY
|
- |
1.2K+ 13.19% |
$38.5K - $43.5K
|
10.3K
$533K
|
|
|
Jul 29, 2022
Q2 2022
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
75+ 2.5% |
$2.41K - $2.72K
|
3.08K
$159K
|
|
|
Jul 28, 2022
Q2 2022
|
Avestar Capital, LLC
|
SELL
|
- |
-117KClosed |
$3.75M - $4.24M
|
0
$0
|
|
|
Jul 26, 2022
Q2 2022
|
Prw Wealth Management LLC
|
SELL
|
- |
-29.1KClosed |
$935K - $1.06M
|
0
$0
|
|
| Q1 2022 | |||||||
|
May 27, 2022
Q1 2022
|
Quantum Private Wealth, LLC
Lake Forest, IL |
BUY
|
- |
8KNew |
$273K - $294K
|
8K
$415K
|
|
|
May 16, 2022
Q1 2022
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-11.9KClosed |
$407K - $437K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Goodwin Investment Advisory
Woodstock, GA |
SELL
|
- |
-160Closed |
$5.46K - $5.87K
|
0
$0
|
|
|
Apr 26, 2022
Q1 2022
|
Masso Torrence Wealth Management Inc.
|
SELL
|
- |
-4.95KClosed |
$169K - $182K
|
0
$0
|
|
| Q4 2021 | |||||||
|
Feb 14, 2022
Q4 2021
|
Wmg Financial Advisors, LLC
|
BUY
|
- |
6.32KNew |
$219K - $231K
|
6.32K
$327K
|
|
|
Feb 10, 2022
Q4 2021
|
3 D/L Capital Management, LLC
|
SELL
|
- |
-31.4KClosed |
$1.09M - $1.15M
|
0
$0
|
|
|
Feb 03, 2022
Q4 2021
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
10.6KNew |
$368K - $390K
|
10.6K
$551K
|
|
|
Jan 25, 2022
Q4 2021
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-79.1KClosed |
$2.74M - $2.9M
|
0
$0
|
|
| Q3 2021 | |||||||
|
Oct 13, 2021
Q3 2021
|
Cypress Wealth Services, LLC
|
BUY
|
- |
14.2KNew |
$487K - $506K
|
14.2K
$737K
|
|
| Q2 2021 | |||||||
|
Aug 16, 2021
Q2 2021
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
525KNew |
$17.9M - $18.1M
|
525K
$27.2M
|
|
| Q1 2021 | |||||||
|
May 13, 2021
Q1 2021
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-7.06KClosed |
$231K - $240K
|
0
$0
|
|
| Q3 2020 | |||||||
|
Mar 22, 2023
Q3 2020
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-18K- 85.96% |
$544K - $571K
|
2.94K
$152K
|
|
|
Oct 23, 2020
Q3 2020
|
Cypress Wealth Services, LLC
|
BUY
|
PUT |
14KNew |
$423K - $445K
|
14K
$726K
|
|