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 |
---|---|---|---|---|---|---|---|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
970KNew |
$39.8M - $43.1M
|
970K
$44.8M
|
|
Apr 30, 2024
Q1 2024
|
Astor Investment Management LLC
|
BUY
|
- |
507KNew |
$20.8M - $22.5M
|
507K
$23.4M
|
|
Apr 30, 2024
Q1 2024
|
Mc Carthy & Cox
Marysville, OH |
BUY
|
- |
401KNew |
$16.5M - $17.8M
|
401K
$18.5M
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
401K+ 160.79% |
$16.4M - $17.8M
|
650K
$30M
|
|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
198K+ 303.35% |
$8.14M - $8.82M
|
264K
$12.2M
|
|
May 21, 2024
Q1 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
160KNew |
$6.58M - $7.13M
|
160K
$7.4M
|
|
May 07, 2024
Q1 2024
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
BUY
|
- |
95.5KNew |
$3.92M - $4.24M
|
95.5K
$4.41M
|
|
Apr 12, 2024
Q1 2024
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
61KNew |
$2.51M - $2.71M
|
61K
$2.82M
|
|
May 15, 2024
Q1 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
58.9KNew |
$2.42M - $2.62M
|
58.9K
$2.72M
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
53.8K+ 17.5% |
$2.21M - $2.39M
|
361K
$16.7M
|
|
Apr 22, 2024
Q1 2024
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
30.2K+ 42.81% |
$1.24M - $1.34M
|
101K
$4.65M
|
|
Apr 15, 2024
Q1 2024
|
Elevated Capital Advisors, LLC
Sandy, UT |
BUY
|
- |
27.8KNew |
$1.14M - $1.23M
|
27.8K
$1.28M
|
|
May 15, 2024
Q1 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
24.4K+ 49.9% |
$1M - $1.09M
|
73.4K
$3.39M
|
|
May 13, 2024
Q1 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
19.9KNew |
$815K - $883K
|
19.9K
$916K
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
15.2K+ 17.7% |
$626K - $677K
|
101K
$4.68M
|
|
May 10, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
15.2K+ 2607.03% |
$624K - $676K
|
15.8K
$728K
|
|
May 15, 2024
Q1 2024
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
14.5KNew |
$594K - $643K
|
14.5K
$668K
|
|
May 06, 2024
Q1 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
14.3K+ 1761.33% |
$587K - $636K
|
15.1K
$698K
|
|
May 14, 2024
Q1 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
13.7KNew |
$563K - $609K
|
13.7K
$633K
|
|
May 03, 2024
Q1 2024
|
Davenport & CO LLC
|
BUY
|
- |
13.7KNew |
$561K - $608K
|
13.7K
$631K
|
|
May 06, 2024
Q1 2024
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
11.8KNew |
$486K - $526K
|
11.8K
$546K
|
|
Apr 22, 2024
Q1 2024
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
10.7K+ 116.74% |
$440K - $476K
|
19.9K
$918K
|
|
May 14, 2024
Q1 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
9.2KNew |
$378K - $409K
|
9.2K
$425K
|
|
May 13, 2024
Q1 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
8.85KNew |
$363K - $393K
|
8.85K
$408K
|
|
May 10, 2024
Q1 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
7.93K+ 12.33% |
$326K - $353K
|
72.3K
$3.34M
|
|
May 15, 2024
Q1 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
6.9K+ 74.9% |
$283K - $307K
|
16.1K
$743K
|
|
Apr 24, 2024
Q1 2024
|
Gds Wealth Management
|
BUY
|
- |
6.64K+ 3.97% |
$273K - $295K
|
174K
$8.03M
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
6.34K+ 29.61% |
$260K - $282K
|
27.8K
$1.28M
|
|
May 06, 2024
Q1 2024
|
Financial Services Advisory Inc
|
BUY
|
- |
5.55K+ 6.97% |
$228K - $247K
|
85.3K
$3.94M
|
|
Apr 18, 2024
Q1 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
4.81KNew |
$198K - $214K
|
4.81K
$222K
|
|
Apr 15, 2024
Q1 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
4.64KNew |
$191K - $206K
|
4.64K
$214K
|
|
May 03, 2024
Q1 2024
|
Diligent Investors, LLC
|
BUY
|
- |
4.58KNew |
$188K - $203K
|
4.58K
$211K
|
|
May 15, 2024
Q1 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
3.22K+ 10.78% |
$132K - $143K
|
33.1K
$1.53M
|
|
May 15, 2024
Q1 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
2.71K+ 93.52% |
$111K - $121K
|
5.61K
$259K
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
2.05K+ 1.65% |
$84.1K - $91K
|
126K
$5.81M
|
|
Jul 03, 2024
Q1 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
2KNew |
$82.1K - $88.9K
|
2K
$92.3K
|
|
May 14, 2024
Q1 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
1.89K+ 16.62% |
$77.5K - $83.9K
|
13.2K
$611K
|
|
Apr 23, 2024
Q1 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
1.43K+ 22.01% |
$58.7K - $63.5K
|
7.92K
$366K
|
|
May 07, 2024
Q1 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
1.29K+ 5.95% |
$53.1K - $57.5K
|
23K
$1.06M
|
|
May 06, 2024
Q1 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
1.28K+ 13.48% |
$52.6K - $57K
|
10.8K
$498K
|
|
May 16, 2024
Q1 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
850+ 2.46% |
$34.9K - $37.8K
|
35.3K
$1.63M
|
|
May 13, 2024
Q1 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
839+ 4.05% |
$34.4K - $37.3K
|
21.6K
$995K
|
|
May 10, 2024
Q1 2024
|
Truist Financial Corp
|
BUY
|
- |
770+ 2.39% |
$31.6K - $34.2K
|
33K
$1.52M
|
|
May 10, 2024
Q1 2024
|
1776 Wealth LLC
|
BUY
|
- |
638+ 2.04% |
$26.2K - $28.4K
|
31.9K
$1.47M
|
|
Apr 25, 2024
Q1 2024
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
600New |
$24.6K - $26.7K
|
600
$27.7K
|
|
Apr 12, 2024
Q1 2024
|
Keystone Wealth Services, LLC
|
BUY
|
- |
335+ 0.43% |
$13.8K - $14.9K
|
77.9K
$3.6M
|
|
May 10, 2024
Q1 2024
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
261+ 2.05% |
$10.7K - $11.6K
|
13K
$601K
|
|
May 09, 2024
Q1 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
218New |
$8.95K - $9.69K
|
218
$10.1K
|
|
Apr 18, 2024
Q1 2024
|
Aspire Private Capital, LLC
|
BUY
|
- |
198New |
$8.13K - $8.8K
|
198
$9.14K
|
|
May 15, 2024
Q1 2024
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
174New |
$7.14K - $7.73K
|
174
$8.03K
|