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 |
---|---|---|---|---|---|---|---|
Jul 11, 2025
Q2 2025
|
Grant Private Wealth Management Inc
Pleasanton, CA |
BUY
|
- |
9.36KNew |
$411K - $484K
|
9.36K
$486K
|
|
Jul 09, 2025
Q2 2025
|
Keystone Wealth Services, LLC
|
BUY
|
- |
2.2K+ 2.75% |
$96.5K - $114K
|
82.1K
$4.26M
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
736+ 1.35% |
$32.3K - $38.1K
|
55.1K
$2.86M
|
|
Jul 14, 2025
Q2 2025
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
500New |
$21.9K - $25.9K
|
500
$25.9K
|
|
Q1 2025 | |||||||
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
BUY
|
- |
37.8K+ 38.08% |
$1.78M - $1.91M
|
137K
$7.11M
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
28.9K+ 9.22% |
$1.36M - $1.46M
|
342K
$17.7M
|
|
Apr 21, 2025
Q1 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
26.7K+ 129.22% |
$1.26M - $1.35M
|
47.3K
$2.45M
|
|
Apr 22, 2025
Q1 2025
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
26.4KNew |
$1.24M - $1.33M
|
26.4K
$1.37M
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
16.2K+ 4778.82% |
$765K - $820K
|
16.6K
$860K
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
13K+ 62.91% |
$614K - $658K
|
33.8K
$1.75M
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
11.9K+ 71.17% |
$560K - $601K
|
28.6K
$1.48M
|
|
May 15, 2025
Q1 2025
|
Gts Securities LLC
New York, NY |
BUY
|
- |
11KNew |
$517K - $554K
|
11K
$569K
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
8.65K+ 1.77% |
$407K - $436K
|
497K
$25.8M
|
|
May 15, 2025
Q1 2025
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
BUY
|
- |
7.47KNew |
$352K - $377K
|
7.47K
$387K
|
|
Apr 24, 2025
Q1 2025
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
6.43KNew |
$303K - $324K
|
6.43K
$333K
|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
6KNew |
$283K - $303K
|
6K
$311K
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
5.54K+ 92283.33% |
$261K - $279K
|
5.54K
$287K
|
|
May 12, 2025
Q1 2025
|
Founders Financial Securities LLC
|
BUY
|
- |
4.92K+ 44.27% |
$232K - $248K
|
16K
$832K
|
|
Apr 29, 2025
Q1 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
4.57K+ 30.45% |
$215K - $231K
|
19.6K
$1.02M
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
4.42KNew |
$208K - $223K
|
4.42K
$229K
|
|
May 15, 2025
Q1 2025
|
Barclays PLC
London, X0 |
BUY
|
- |
4.09K+ 10230.0% |
$193K - $206K
|
4.13K
$214K
|
|
May 14, 2025
Q1 2025
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
3.5K+ 31.38% |
$165K - $177K
|
14.6K
$760K
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
2.18K+ 0.31% |
$103K - $110K
|
706K
$36.6M
|
|
Apr 22, 2025
Q1 2025
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
2.17K+ 25.74% |
$102K - $109K
|
10.6K
$550K
|
|
Apr 25, 2025
Q1 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
1.64K+ 7.54% |
$77.4K - $82.9K
|
23.4K
$1.21M
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
908+ 8.28% |
$42.8K - $45.8K
|
11.9K
$616K
|
|
May 13, 2025
Q1 2025
|
Hanlon Investment Management, Inc.
|
BUY
|
- |
779+ 10.14% |
$36.7K - $39.3K
|
8.46K
$439K
|
|
May 06, 2025
Q1 2025
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
700+ 1.49% |
$33K - $35.3K
|
47.8K
$2.48M
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
662+ 10.82% |
$31.2K - $33.4K
|
6.78K
$352K
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
331+ 2.82% |
$15.6K - $16.7K
|
12.1K
$625K
|
|
Apr 28, 2025
Q1 2025
|
Arbor Capital Management Inc
Anchorage, AK |
BUY
|
- |
313+ 4.9% |
$14.7K - $15.8K
|
6.7K
$347K
|
|
May 14, 2025
Q1 2025
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
255New |
$12K - $12.9K
|
255
$13.2K
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
252+ 0.25% |
$11.9K - $12.7K
|
99.3K
$5.15M
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
243+ 3.71% |
$11.4K - $12.3K
|
6.79K
$352K
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
185+ 0.7% |
$8.71K - $9.34K
|
26.8K
$1.39M
|
|
May 15, 2025
Q1 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
77+ 1.06% |
$3.63K - $3.89K
|
7.34K
$380K
|
|
May 09, 2025
Q1 2025
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
50+ 0.15% |
$2.35K - $2.52K
|
32.5K
$1.69M
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
44+ 2.43% |
$2.07K - $2.22K
|
1.86K
$96.3K
|
|
May 05, 2025
Q1 2025
|
Ignite Planners, LLC
|
BUY
|
- |
10+ 0.17% |
$471 - $505
|
6.05K
$314K
|
|
May 14, 2025
Q1 2025
|
Reap Financial Group, LLC
Austin, TX |
BUY
|
- |
8+ 0.01% |
$377 - $404
|
123K
$6.37M
|
|
Q4 2024 | |||||||
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
64.2K+ 36.86% |
$3.07M - $3.2M
|
239K
$12.4M
|
|
Jan 24, 2025
Q4 2024
|
Gds Wealth Management
|
BUY
|
- |
19.6K+ 9.81% |
$936K - $976K
|
220K
$11.4M
|
|
Feb 20, 2025
Q4 2024
|
Griffith & Werner, Inc.
Canton, GA |
BUY
|
- |
9.36KNew |
$447K - $466K
|
9.36K
$486K
|
|
Feb 11, 2025
Q4 2024
|
Grantvest Financial Group LLC
Matawan, NJ |
BUY
|
- |
9.04KNew |
$431K - $450K
|
9.04K
$469K
|
|
Feb 14, 2025
Q4 2024
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
5.29KNew |
$253K - $263K
|
5.29K
$274K
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
5.18KNew |
$247K - $258K
|
5.18K
$269K
|
|
May 14, 2025
Q4 2024
|
Nwf Advisory Services Inc.
Los Angeles, CA |
BUY
|
- |
4.45KNew |
$212K - $221K
|
4.45K
$231K
|
|
Feb 12, 2025
Q4 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
1.41KNew |
$67.1K - $70K
|
1.41K
$72.9K
|
|
Feb 28, 2025
Q4 2024
|
Park Square Financial Group, LLC
Roswell, GA |
BUY
|
- |
517New |
$24.7K - $25.7K
|
517
$26.8K
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
435New |
$20.8K - $21.6K
|
435
$22.6K
|