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 02, 2024
Q1 2024
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
105+ 0.21% |
$4.31K - $4.67K
|
49.4K
$2.29M
|
|
Apr 29, 2024
Q1 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
100New |
$4.11K - $4.45K
|
100
$4.62K
|
|
Apr 15, 2024
Q1 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
44New |
$1.81K - $1.96K
|
44
$2.03K
|
|
May 15, 2024
Q1 2024
|
Comerica Bank
|
BUY
|
- |
1+ 0.55% |
$41.1 - $44.5
|
182
$8.42K
|
|
Q4 2023 | |||||||
Feb 14, 2024
Q4 2023
|
Old Mission Capital LLC
|
BUY
|
- |
210KNew |
$7.86M - $8.77M
|
210K
$9.73M
|
|
Feb 14, 2024
Q4 2023
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
28.5KNew |
$1.07M - $1.19M
|
28.5K
$1.32M
|
|
Feb 14, 2024
Q4 2023
|
Lm Advisors LLC
San Diego, CA |
BUY
|
- |
12KNew |
$448K - $500K
|
12K
$555K
|
|
Feb 14, 2024
Q4 2023
|
Family Wealth Group, LLC
Lexington, KY |
BUY
|
- |
10.9KNew |
$407K - $455K
|
10.9K
$504K
|
|
Jan 30, 2024
Q4 2023
|
Act Advisors, Llc.
|
BUY
|
- |
5.86KNew |
$219K - $244K
|
5.86K
$271K
|
|
Feb 08, 2024
Q4 2023
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
5.72KNew |
$213K - $238K
|
5.72K
$264K
|
|
Feb 14, 2024
Q4 2023
|
Prospera Financial Services Inc
|
BUY
|
- |
4.96KNew |
$185K - $207K
|
4.96K
$229K
|
|
Jan 12, 2024
Q4 2023
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
4.93KNew |
$184K - $205K
|
4.93K
$228K
|
|
Feb 06, 2024
Q4 2023
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
3.05KNew |
$114K - $127K
|
3.05K
$141K
|
|
Jan 16, 2024
Q4 2023
|
Wolff Wiese Magana LLC
|
BUY
|
- |
2.49KNew |
$93.1K - $104K
|
2.49K
$115K
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
1.67KNew |
$62.5K - $69.8K
|
1.67K
$77.4K
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1.58K+ 2.41% |
$58.9K - $65.7K
|
67K
$3.1M
|
|
Jan 26, 2024
Q4 2023
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
1.23KNew |
$45.9K - $51.2K
|
1.23K
$56.8K
|
|
Feb 14, 2024
Q4 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
24New |
$896 - $1K
|
24
$1.11K
|
|
Q3 2023 | |||||||
Oct 13, 2023
Q3 2023
|
River Tree Advisors, LLC
Winter Park, FL |
BUY
|
- |
179KNew |
$6.83M - $7.17M
|
179K
$8.27M
|
|
Nov 13, 2023
Q3 2023
|
Milestone Asset Management, LLC
Pittsburgh, PA |
BUY
|
- |
153KNew |
$5.84M - $6.12M
|
153K
$7.06M
|
|
Oct 19, 2023
Q3 2023
|
Lion Street Advisors, LLC
|
BUY
|
- |
37.4K+ 543.19% |
$1.43M - $1.5M
|
44.3K
$2.05M
|
|
Oct 19, 2023
Q3 2023
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
11.5KNew |
$439K - $460K
|
11.5K
$531K
|
|
Nov 13, 2023
Q3 2023
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
10.5K+ 4666.67% |
$401K - $421K
|
10.7K
$496K
|
|
Nov 07, 2023
Q3 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
9.44K+ 147.62% |
$361K - $378K
|
15.8K
$732K
|
|
Oct 31, 2023
Q3 2023
|
Semus Wealth Partners LLC
Boca Raton, FL |
BUY
|
- |
9.02KNew |
$345K - $361K
|
9.02K
$417K
|
|
Oct 18, 2023
Q3 2023
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
BUY
|
- |
8.32K+ 131.96% |
$318K - $334K
|
14.6K
$677K
|
|
Nov 01, 2023
Q3 2023
|
Pitti Group Wealth Management, LLC
|
BUY
|
- |
6.35KNew |
$243K - $255K
|
6.35K
$294K
|
|
Nov 06, 2023
Q3 2023
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
5.76KNew |
$220K - $231K
|
5.76K
$266K
|
|
Dec 06, 2023
Q3 2023
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
5.67KNew |
$217K - $227K
|
5.67K
$262K
|
|
Oct 25, 2023
Q3 2023
|
Beacon Financial Advisory LLC
|
BUY
|
- |
3.38K+ 58.58% |
$129K - $135K
|
9.15K
$423K
|
|
Nov 13, 2023
Q3 2023
|
Truadvice, LLC
Sarasota, FL |
BUY
|
- |
1.83K+ 8.94% |
$69.9K - $73.3K
|
22.3K
$1.03M
|
|
Oct 13, 2023
Q3 2023
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
405+ 3.86% |
$15.5K - $16.2K
|
10.9K
$503K
|
|
Nov 09, 2023
Q3 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
56New |
$2.14K - $2.24K
|
56
$2.59K
|
|
Oct 12, 2023
Q3 2023
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
13New |
$497 - $521
|
13
$601
|
|
Q2 2023 | |||||||
Aug 11, 2023
Q2 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
8.51KNew |
$305K - $332K
|
8.51K
$394K
|
|
Jul 26, 2023
Q2 2023
|
Santori & Peters, Inc.
|
BUY
|
- |
5.59KNew |
$200K - $218K
|
5.59K
$258K
|
|
Aug 23, 2023
Q2 2023
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
2.97K+ 29.57% |
$106K - $116K
|
13K
$601K
|
|
Aug 08, 2023
Q2 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
850New |
$30.5K - $33.2K
|
850
$39.3K
|
|
Aug 01, 2023
Q2 2023
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
267New |
$9.57K - $10.4K
|
267
$12.3K
|
|
Aug 11, 2023
Q2 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
26New |
$932 - $1.01K
|
26
$1.2K
|
|
Q1 2023 | |||||||
Apr 25, 2023
Q1 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
8.76KNew |
$299K - $321K
|
8.76K
$405K
|
|
May 11, 2023
Q1 2023
|
Townsquare Capital LLC
|
BUY
|
- |
6.49KNew |
$221K - $238K
|
6.49K
$300K
|
|
May 12, 2023
Q1 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
1.54KNew |
$52.5K - $56.3K
|
1.54K
$71.2K
|
|
May 15, 2023
Q1 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
150New |
$5.12K - $5.49K
|
150
$6.94K
|
|
Q4 2022 | |||||||
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
20.4KNew |
$682K - $726K
|
20.4K
$941K
|
|
May 14, 2024
Q4 2022
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
17.2KNew |
$576K - $613K
|
17.2K
$795K
|
|
Feb 15, 2023
Q4 2022
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
8.11KNew |
$272K - $289K
|
8.11K
$375K
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
1.37K+ 100.0% |
$45.8K - $48.7K
|
2.73K
$126K
|
|
Jan 11, 2023
Q4 2022
|
City State Bank
Norwalk, IA |
BUY
|
- |
725New |
$24.3K - $25.9K
|
725
$33.5K
|
|
Q3 2022 | |||||||
Nov 10, 2022
Q3 2022
|
Kingsbury Capital Investment Advisors LLC
Evanston, IL |
BUY
|
- |
59.1KNew |
N/A
|
59.1K
$2.73M
|