Purchases and Sales Made in Q1 2023 in First Tr Exch Trd Fd Viii Ft C (FJUL)
This table provides information about the institutional ownership of First Tr Exch Trd Fd Viii Ft C (FJUL) during Q1 2023. The information is specifically focused on institutions that hold shares of FIRST TR EXCH TRD FD VIII FT C.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 18, 2023
Q1 2023
|
Brookstone Capital Management
|
BUY
|
- |
134KNew |
$4.57M - $4.91M
|
134K
$6.42M
|
|
|
Apr 11, 2023
Q1 2023
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
131KNew |
$4.45M - $4.78M
|
131K
$6.25M
|
|
|
Apr 14, 2023
Q1 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
70.3K+ 15.82% |
$2.4M - $2.57M
|
515K
$24.6M
|
|
|
May 01, 2023
Q1 2023
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
44.4KNew |
$1.52M - $1.63M
|
44.4K
$2.13M
|
|
|
May 16, 2023
Q1 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
29.2K+ 354.64% |
$994K - $1.07M
|
37.4K
$1.79M
|
|
|
May 12, 2023
Q1 2023
|
Old Mission Capital LLC
|
BUY
|
- |
26.1K+ 181.33% |
$891K - $956K
|
40.5K
$1.94M
|
|
|
May 15, 2023
Q1 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
22.4K+ 213.11% |
$762K - $818K
|
32.8K
$1.57M
|
|
|
May 12, 2023
Q1 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
18.3K+ 597.38% |
$622K - $668K
|
21.3K
$1.02M
|
|
|
Apr 12, 2023
Q1 2023
|
Lion Street Advisors, LLC
|
BUY
|
- |
13.1KNew |
$447K - $480K
|
13.1K
$628K
|
|
|
Apr 28, 2023
Q1 2023
|
Allen Capital Group, LLC
|
BUY
|
- |
12KNew |
$408K - $438K
|
12K
$572K
|
|
|
May 15, 2023
Q1 2023
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
10KNew |
$342K - $367K
|
10K
$480K
|
|
|
Apr 25, 2023
Q1 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
8.76KNew |
$299K - $321K
|
8.76K
$419K
|
|
|
May 11, 2023
Q1 2023
|
Townsquare Capital LLC
|
BUY
|
- |
6.49KNew |
$221K - $238K
|
6.49K
$311K
|
|
|
Apr 18, 2023
Q1 2023
|
Beacon Financial Advisory LLC
|
BUY
|
- |
5.77KNew |
$197K - $211K
|
5.77K
$276K
|
|
|
Apr 12, 2023
Q1 2023
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
5.75KNew |
$196K - $210K
|
5.75K
$275K
|
|
|
May 12, 2023
Q1 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
4.03K+ 62.94% |
$137K - $147K
|
10.4K
$499K
|
|
|
May 10, 2023
Q1 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
3.22KNew |
$110K - $118K
|
3.22K
$154K
|
|
|
May 15, 2023
Q1 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
2.99K+ 5.58% |
$102K - $109K
|
56.5K
$2.7M
|
|
|
May 09, 2023
Q1 2023
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
2.9KNew |
$98.9K - $106K
|
2.9K
$139K
|
|
|
Apr 28, 2023
Q1 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
1.88K+ 18.94% |
$64.1K - $68.8K
|
11.8K
$565K
|
|
|
May 12, 2023
Q1 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
1.54KNew |
$52.5K - $56.3K
|
1.54K
$73.7K
|
|
|
May 04, 2023
Q1 2023
|
Larson Financial Group LLC
|
BUY
|
- |
954+ 477.0% |
$32.5K - $34.9K
|
1.15K
$55.2K
|
|
|
May 15, 2023
Q1 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
716+ 2.28% |
$24.4K - $26.2K
|
32.1K
$1.53M
|
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
671+ 125.89% |
$22.9K - $24.6K
|
1.2K
$57.6K
|
|
|
May 02, 2023
Q1 2023
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
280+ 1.86% |
$9.55K - $10.2K
|
15.3K
$732K
|
|
|
May 15, 2023
Q1 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
150New |
$5.12K - $5.49K
|
150
$7.18K
|
|
|
May 12, 2023
Q1 2023
|
Ubs Group Ag
|
BUY
|
- |
39+ 0.97% |
$1.33K - $1.43K
|
4.05K
$194K
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-9- 0.04% |
$307 - $329
|
23.5K
$1.12M
|
|
|
May 01, 2023
Q1 2023
|
Truadvice, LLC
Sarasota, FL |
SELL
|
- |
-13- 0.07% |
$443 - $476
|
19K
$909K
|
|
|
Apr 17, 2023
Q1 2023
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
SELL
|
- |
-15- 0.24% |
$512 - $549
|
6.31K
$302K
|
|
|
May 12, 2023
Q1 2023
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-56- 0.51% |
$1.91K - $2.05K
|
11K
$524K
|
|
|
May 17, 2023
Q1 2023
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-78- 0.46% |
$2.66K - $2.85K
|
16.7K
$800K
|
|
|
May 08, 2023
Q1 2023
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-85- 0.42% |
$2.9K - $3.11K
|
20K
$959K
|
|
|
May 11, 2023
Q1 2023
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-98- 1.22% |
$3.34K - $3.59K
|
7.92K
$379K
|
|
|
Apr 12, 2023
Q1 2023
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-235- 1.79% |
$8.01K - $8.6K
|
12.9K
$615K
|
|
|
May 10, 2023
Q1 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-311- 4.88% |
$10.6K - $11.4K
|
6.06K
$290K
|
|
|
May 03, 2023
Q1 2023
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-333- 4.61% |
$11.4K - $12.2K
|
6.88K
$329K
|
|
|
May 12, 2023
Q1 2023
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-464- 5.08% |
$15.8K - $17K
|
8.67K
$415K
|
|
|
May 17, 2023
Q1 2023
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-578- 3.47% |
$19.7K - $21.1K
|
16.1K
$770K
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-829- 1.66% |
$28.3K - $30.3K
|
49K
$2.35M
|
|
|
Apr 28, 2023
Q1 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-881- 8.85% |
$30K - $32.2K
|
9.08K
$434K
|
|
|
May 15, 2023
Q1 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-1.1K- 6.16% |
$37.3K - $40.1K
|
16.7K
$798K
|
|
|
May 09, 2023
Q1 2023
|
Wedbush Securities Inc
|
SELL
|
- |
-1.18K- 3.36% |
$40.2K - $43.1K
|
33.9K
$1.62M
|
|
|
May 04, 2023
Q1 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-1.76K- 2.28% |
$60K - $64.4K
|
75.6K
$3.62M
|
|
|
Apr 12, 2023
Q1 2023
|
Legacy Private Trust Co.
|
SELL
|
- |
-1.8K- 15.85% |
$61.3K - $65.8K
|
9.55K
$457K
|
|
|
May 11, 2023
Q1 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-2.11K- 0.34% |
$72.1K - $77.3K
|
622K
$29.8M
|
|
|
May 05, 2023
Q1 2023
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-2.38K- 70.43% |
$81.2K - $87.2K
|
1K
$47.9K
|
|
|
May 10, 2023
Q1 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-2.45K- 3.14% |
$83.4K - $89.5K
|
75.4K
$3.61M
|
|
|
May 04, 2023
Q1 2023
|
Fsb Premier Wealth Management, Inc.
|
SELL
|
- |
-3.13K- 16.85% |
$107K - $114K
|
15.4K
$738K
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-3.7K- 20.61% |
$126K - $135K
|
14.3K
$682K
|