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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2024
Q4 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
24New |
$896 - $1K
|
24
$1.24K
|
|
| Q3 2023 | |||||||
|
Oct 13, 2023
Q3 2023
|
River Tree Advisors, LLC
Winter Park, FL |
BUY
|
- |
179KNew |
$6.83M - $7.17M
|
179K
$9.27M
|
|
|
Nov 13, 2023
Q3 2023
|
Milestone Asset Management, LLC
Pittsburgh, PA |
BUY
|
- |
153KNew |
$5.84M - $6.12M
|
153K
$7.92M
|
|
|
Oct 19, 2023
Q3 2023
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
11.5KNew |
$439K - $460K
|
11.5K
$596K
|
|
|
Nov 01, 2023
Q3 2023
|
Pitti Group Wealth Management, LLC
|
BUY
|
- |
6.35KNew |
$243K - $255K
|
6.35K
$330K
|
|
|
Nov 06, 2023
Q3 2023
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
5.76KNew |
$220K - $231K
|
5.76K
$299K
|
|
|
Nov 13, 2023
Q3 2023
|
Truadvice, LLC
Sarasota, FL |
BUY
|
- |
1.83K+ 8.94% |
$69.9K - $73.3K
|
22.3K
$1.16M
|
|
|
Nov 09, 2023
Q3 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
56New |
$2.14K - $2.24K
|
56
$2.9K
|
|
|
Oct 12, 2023
Q3 2023
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
13New |
$497 - $521
|
13
$674
|
|
| Q2 2023 | |||||||
|
Aug 11, 2023
Q2 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
8.51KNew |
$305K - $332K
|
8.51K
$441K
|
|
|
Jul 26, 2023
Q2 2023
|
Santori & Peters, Inc.
|
BUY
|
- |
5.59KNew |
$200K - $218K
|
5.59K
$290K
|
|
|
Aug 01, 2023
Q2 2023
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
267New |
$9.57K - $10.4K
|
267
$13.8K
|
|
| Q1 2023 | |||||||
|
May 11, 2023
Q1 2023
|
Townsquare Capital LLC
|
BUY
|
- |
6.49KNew |
$221K - $238K
|
6.49K
$337K
|
|
|
May 12, 2023
Q1 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
1.54KNew |
$52.5K - $56.3K
|
1.54K
$79.9K
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
20.4KNew |
$658K - $726K
|
20.4K
$1.06M
|
|
|
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 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
1.37K+ 100.0% |
$44.2K - $48.7K
|
2.73K
$142K
|
|
|
Jan 11, 2023
Q4 2022
|
City State Bank
Norwalk, IA |
BUY
|
- |
725New |
$23.5K - $25.9K
|
725
$37.6K
|
|
| Q3 2022 | |||||||
|
Nov 10, 2022
Q3 2022
|
Kingsbury Capital Investment Advisors LLC
Evanston, IL |
BUY
|
- |
59.1KNew |
$1.92M - $2.14M
|
59.1K
$3.06M
|
|
|
Oct 17, 2022
Q3 2022
|
Cambridge Advisors Inc.
|
BUY
|
- |
8.15KNew |
$264K - $296K
|
8.15K
$423K
|
|
|
Nov 14, 2022
Q3 2022
|
Covington Capital Management
|
BUY
|
- |
8.11KNew |
$263K - $295K
|
8.11K
$421K
|
|
|
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
|
|
| Q2 2022 | |||||||
|
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
|
|
| Q1 2022 | |||||||
|
May 27, 2022
Q1 2022
|
Quantum Private Wealth, LLC
Lake Forest, IL |
BUY
|
- |
8KNew |
$273K - $294K
|
8K
$415K
|
|
| Q4 2021 | |||||||
|
Feb 03, 2022
Q4 2021
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
10.6KNew |
$368K - $390K
|
10.6K
$551K
|
|
|
Feb 14, 2022
Q4 2021
|
Wmg Financial Advisors, LLC
|
BUY
|
- |
6.32KNew |
$219K - $231K
|
6.32K
$327K
|
|
| 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
|
|
| Q3 2020 | |||||||
|
Oct 23, 2020
Q3 2020
|
Cypress Wealth Services, LLC
|
BUY
|
PUT |
14KNew |
$423K - $445K
|
14K
$726K
|
|