Latest Institutional Sells 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 sells. 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 sale has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Oct 20, 2023
Q3 2023
|
Brookstone Capital Management
|
SELL
|
- |
-19.2K- 15.13% |
$732K - $768K
|
107K
$4.97M
|
|
|
Oct 10, 2023
Q3 2023
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-6K- 46.66% |
$229K - $240K
|
6.86K
$317K
|
|
|
Oct 11, 2023
Q3 2023
|
Legacy Private Trust Co.
|
SELL
|
- |
-813- 12.82% |
$31.1K - $32.6K
|
5.53K
$256K
|
|
|
Oct 18, 2023
Q3 2023
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-461- 5.32% |
$17.6K - $18.5K
|
8.2K
$379K
|
|
| Q2 2023 | |||||||
|
Jul 31, 2023
Q2 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-812- 25.26% |
$29.1K - $31.7K
|
2.4K
$111K
|
|
|
Jul 24, 2023
Q2 2023
|
Allen Capital Group, LLC
|
SELL
|
- |
-250- 2.09% |
$8.96K - $9.75K
|
11.7K
$541K
|
|
|
Aug 08, 2023
Q2 2023
|
Archer Investment Corp
|
SELL
|
- |
-1- 0.06% |
$35.9 - $39
|
1.66K
$76.6K
|
|
| Q1 2023 | |||||||
|
May 05, 2023
Q1 2023
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-2.38K- 70.43% |
$81.2K - $87.2K
|
1K
$46.2K
|
|
|
May 03, 2023
Q1 2023
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-333- 4.61% |
$11.4K - $12.2K
|
6.88K
$318K
|
|
|
May 11, 2023
Q1 2023
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-98- 1.22% |
$3.34K - $3.59K
|
7.92K
$366K
|
|
| Q4 2022 | |||||||
|
Feb 13, 2023
Q4 2022
|
Trustcore Financial Services, LLC
|
SELL
|
- |
-7.05K- 47.16% |
$236K - $251K
|
7.9K
$365K
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Grant Street Asset Management, Inc.
Canonsburg, PA |
SELL
|
- |
-560- 7.1% |
N/A
|
7.32K
$339K
|
|
| Q2 2022 | |||||||
|
Jul 28, 2022
Q2 2022
|
Avestar Capital, LLC
|
SELL
|
- |
-117KClosed |
N/A
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Private Advisory Group LLC
Redmond, WA |
SELL
|
- |
-88KClosed |
N/A
|
0
$0
|
|
|
Jul 26, 2022
Q2 2022
|
Prw Wealth Management LLC
|
SELL
|
- |
-29.1KClosed |
N/A
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Frontier Wealth Management LLC
Kansas City, MO |
SELL
|
- |
-990- 3.28% |
N/A
|
29.2K
$1.35M
|
|
| Q1 2022 | |||||||
|
May 16, 2022
Q1 2022
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-11.9KClosed |
N/A
|
0
$0
|
|
|
Apr 26, 2022
Q1 2022
|
Masso Torrence Wealth Management Inc.
|
SELL
|
- |
-4.95KClosed |
N/A
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Goodwin Investment Advisory
Woodstock, GA |
SELL
|
- |
-160Closed |
N/A
|
0
$0
|
|
| Q4 2021 | |||||||
|
Jan 25, 2022
Q4 2021
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-79.1KClosed |
N/A
|
0
$0
|
|
|
Feb 10, 2022
Q4 2021
|
3 D/L Capital Management, LLC
|
SELL
|
- |
-31.4KClosed |
N/A
|
0
$0
|
|
| Q1 2021 | |||||||
|
May 13, 2021
Q1 2021
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-7.06KClosed |
N/A
|
0
$0
|
|
| Q3 2020 | |||||||
|
Mar 22, 2023
Q3 2020
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-18K- 85.96% |
N/A
|
2.94K
$136K
|
|