Latest Institutional Purchases of First Tr Exch Trd Fd Viii Ft C (FJUL)
This list provides information on the latest institutional transactions involving First Tr Exch Trd Fd Viii Ft C (FJUL) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Aug 01, 2025
Q2 2025
|
Ferguson Shapiro LLC
|
BUY
|
- |
398KNew |
$17.5M - $20.6M
|
398K
$21.2M
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
52.4K+ 52.77% |
$2.3M - $2.71M
|
152K
$8.06M
|
|
Aug 04, 2025
Q2 2025
|
Assetmark, Inc
|
BUY
|
- |
43.6K+ 31.8% |
$1.91M - $2.25M
|
181K
$9.6M
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
41.9K+ 24.01% |
$1.84M - $2.17M
|
216K
$11.5M
|
|
Aug 12, 2025
Q2 2025
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
32.1KNew |
$1.41M - $1.66M
|
32.1K
$1.71M
|
|
Jul 11, 2025
Q2 2025
|
Grant Private Wealth Management Inc
Pleasanton, CA |
BUY
|
- |
9.36KNew |
$411K - $484K
|
9.36K
$498K
|
|
Aug 04, 2025
Q2 2025
|
Buck Wealth Strategies, LLC
Denver, CO |
BUY
|
- |
6.73KNew |
$295K - $348K
|
6.73K
$358K
|
|
Jul 25, 2025
Q2 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
6.65KNew |
$292K - $344K
|
6.65K
$354K
|
|
Aug 08, 2025
Q2 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
4.72KNew |
$207K - $244K
|
4.72K
$251K
|
|
Jul 28, 2025
Q2 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
4.53K+ 66.76% |
$199K - $234K
|
11.3K
$601K
|
|
Aug 13, 2025
Q2 2025
|
Smart Wealth LLC
Omaha, NE |
BUY
|
- |
4.07K+ 3.16% |
$178K - $210K
|
133K
$7.07M
|
|
Jul 09, 2025
Q2 2025
|
Keystone Wealth Services, LLC
|
BUY
|
- |
2.2K+ 2.75% |
$96.5K - $114K
|
82.1K
$4.37M
|
|
Jul 30, 2025
Q2 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
1.84K+ 9.38% |
$80.6K - $95K
|
21.4K
$1.14M
|
|
Jul 28, 2025
Q2 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
1.5K+ 19.97% |
$65.9K - $77.7K
|
9.02K
$480K
|
|
Aug 06, 2025
Q2 2025
|
Founders Financial Securities LLC
|
BUY
|
- |
1.38K+ 8.61% |
$60.5K - $71.4K
|
17.4K
$926K
|
|
Jul 30, 2025
Q2 2025
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
1.09K+ 2.29% |
$47.9K - $56.6K
|
48.9K
$2.6M
|
|
Aug 12, 2025
Q2 2025
|
Wood Tarver Financial Group, LLC
Boise, ID |
BUY
|
- |
1.03K+ 856.67% |
$45.1K - $53.2K
|
1.15K
$61.1K
|
|
Aug 07, 2025
Q2 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
1K+ 9.75% |
$43.9K - $51.7K
|
11.3K
$599K
|
|
Aug 11, 2025
Q2 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
928+ 10.56% |
$40.7K - $48K
|
9.71K
$517K
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
736+ 1.35% |
$32.3K - $38.1K
|
55.1K
$2.93M
|
|
Jul 14, 2025
Q2 2025
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
500New |
$21.9K - $25.9K
|
500
$26.6K
|
|
Aug 06, 2025
Q2 2025
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
253New |
$11.1K - $13.1K
|
253
$13.5K
|
|
Aug 08, 2025
Q2 2025
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
BUY
|
- |
181+ 2.67% |
$7.94K - $9.36K
|
6.95K
$370K
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Q1 2025 | |||||||
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
16.2K+ 4778.82% |
$765K - $820K
|
16.6K
$882K
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
13K+ 62.91% |
$614K - $658K
|
33.8K
$1.8M
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
11.9K+ 71.17% |
$560K - $601K
|
28.6K
$1.52M
|
|
May 15, 2025
Q1 2025
|
Gts Securities LLC
New York, NY |
BUY
|
- |
11KNew |
$517K - $554K
|
11K
$584K
|
|
May 15, 2025
Q1 2025
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
BUY
|
- |
7.47KNew |
$352K - $377K
|
7.47K
$397K
|
|
Apr 24, 2025
Q1 2025
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
6.43KNew |
$303K - $324K
|
6.43K
$342K
|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
6KNew |
$283K - $303K
|
6K
$319K
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
5.54K+ 92283.33% |
$261K - $279K
|
5.54K
$295K
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
2.18K+ 0.31% |
$103K - $110K
|
706K
$37.6M
|
|
Apr 22, 2025
Q1 2025
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
2.17K+ 25.74% |
$102K - $109K
|
10.6K
$564K
|
|
Aug 12, 2025
Q1 2025
|
Nwf Advisory Services Inc.
Los Angeles, CA |
BUY
|
- |
1.58K+ 35.39% |
$74.2K - $79.5K
|
6.03K
$320K
|
|
Jul 25, 2025
Q1 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
1.57K+ 15.76% |
$74K - $79.3K
|
11.5K
$614K
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
908+ 8.28% |
$42.8K - $45.8K
|
11.9K
$632K
|
|
May 13, 2025
Q1 2025
|
Hanlon Investment Management, Inc.
|
BUY
|
- |
779+ 10.14% |
$36.7K - $39.3K
|
8.46K
$450K
|
|
May 14, 2025
Q1 2025
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
255New |
$12K - $12.9K
|
255
$13.6K
|
|
Jul 31, 2025
Q1 2025
|
Brinker Capital Investments, LLC
|
BUY
|
- |
243+ 3.71% |
$11.4K - $12.3K
|
6.79K
$361K
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
243+ 3.71% |
$11.4K - $12.3K
|
6.79K
$361K
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
185+ 0.7% |
$8.71K - $9.34K
|
26.8K
$1.43M
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
44+ 2.43% |
$2.07K - $2.22K
|
1.86K
$98.8K
|
|
May 05, 2025
Q1 2025
|
Ignite Planners, LLC
|
BUY
|
- |
10+ 0.17% |
$471 - $505
|
6.05K
$322K
|
|
Q4 2024 | |||||||
Jan 24, 2025
Q4 2024
|
Gds Wealth Management
|
BUY
|
- |
19.6K+ 9.81% |
$936K - $976K
|
220K
$11.7M
|
|
Feb 20, 2025
Q4 2024
|
Griffith & Werner, Inc.
Canton, GA |
BUY
|
- |
9.36KNew |
$447K - $466K
|
9.36K
$498K
|
|
Feb 14, 2025
Q4 2024
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
5.29KNew |
$253K - $263K
|
5.29K
$281K
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
5.18KNew |
$247K - $258K
|
5.18K
$275K
|
|
Feb 12, 2025
Q4 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
1.41KNew |
$67.1K - $70K
|
1.41K
$74.8K
|
|
Feb 28, 2025
Q4 2024
|
Park Square Financial Group, LLC
Roswell, GA |
BUY
|
- |
517New |
$24.7K - $25.7K
|
517
$27.5K
|