Purchases and Sales Made in Q1 2024 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 2024. 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, 2024
Q1 2024
|
Aspire Private Capital, LLC
|
BUY
|
- |
198New |
$8.13K - $8.8K
|
198
$9.8K
|
|
|
May 15, 2024
Q1 2024
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
174New |
$7.14K - $7.73K
|
174
$8.61K
|
|
|
May 02, 2024
Q1 2024
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
105+ 0.21% |
$4.31K - $4.67K
|
49.4K
$2.45M
|
|
|
Apr 29, 2024
Q1 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
100New |
$4.11K - $4.45K
|
100
$4.95K
|
|
|
Apr 15, 2024
Q1 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
44New |
$1.81K - $1.96K
|
44
$2.18K
|
|
|
Aug 13, 2024
Q1 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
20+ 0.4% |
$821 - $889
|
4.97K
$246K
|
|
|
May 15, 2024
Q1 2024
|
Comerica Bank
|
BUY
|
- |
1+ 0.55% |
$41.1 - $44.5
|
182
$9.01K
|
|
|
Apr 23, 2024
Q1 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-5- 0.08% |
$205 - $222
|
6.55K
$324K
|
|
|
May 13, 2024
Q1 2024
|
Arbor Capital Management Inc
Anchorage, AK |
SELL
|
- |
-14- 0.24% |
$575 - $622
|
5.71K
$283K
|
|
|
Apr 22, 2024
Q1 2024
|
Aurora Private Wealth, Inc.
|
SELL
|
- |
-45- 0.2% |
$1.85K - $2K
|
22K
$1.09M
|
|
|
Jul 30, 2024
Q1 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-92- 1.11% |
$3.78K - $4.09K
|
8.2K
$406K
|
|
|
Aug 14, 2024
Q1 2024
|
Family Wealth Group, LLC
Lexington, KY |
SELL
|
- |
-102- 0.94% |
$4.19K - $4.53K
|
10.8K
$535K
|
|
|
May 14, 2024
Q1 2024
|
Centaurus Financial, Inc.
|
SELL
|
- |
-123- 1.57% |
$5.05K - $5.47K
|
7.7K
$381K
|
|
|
Apr 24, 2024
Q1 2024
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-168- 0.62% |
$6.9K - $7.47K
|
27.1K
$1.34M
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-201- 6.78% |
$8.25K - $8.93K
|
2.76K
$137K
|
|
|
May 02, 2024
Q1 2024
|
Integrity Financial Corp
|
SELL
|
- |
-418- 3.4% |
$17.2K - $18.6K
|
11.9K
$588K
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
SELL
|
- |
-500- 6.17% |
$20.5K - $22.2K
|
7.6K
$376K
|
|
|
Apr 15, 2024
Q1 2024
|
Sage Capital Advisors,Llc
|
SELL
|
- |
-551- 2.84% |
$22.6K - $24.5K
|
18.9K
$934K
|
|
|
Apr 11, 2024
Q1 2024
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-590- 3.98% |
$24.2K - $26.2K
|
14.2K
$705K
|
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
SELL
|
- |
-605- 28.3% |
$24.8K - $26.9K
|
1.53K
$75.9K
|
|
|
Apr 10, 2024
Q1 2024
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-715- 6.64% |
$29.4K - $31.8K
|
10.1K
$497K
|
|
|
Aug 08, 2024
Q1 2024
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-1.02K- 11.55% |
$41.8K - $45.3K
|
7.8K
$386K
|
|
|
May 03, 2024
Q1 2024
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-1.05K- 18.26% |
$43.1K - $46.7K
|
4.7K
$233K
|
|
|
Apr 15, 2024
Q1 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-1.15K- 7.1% |
$47.1K - $51K
|
15K
$743K
|
|
|
Apr 22, 2024
Q1 2024
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-1.31K- 1.69% |
$53.8K - $58.2K
|
76.4K
$3.78M
|
|
|
May 01, 2024
Q1 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-1.41K- 2.95% |
$57.8K - $62.6K
|
46.4K
$2.3M
|
|
|
Apr 05, 2024
Q1 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-1.73K- 13.9% |
$71.2K - $77K
|
10.7K
$531K
|
|
|
May 01, 2024
Q1 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-1.82K- 12.48% |
$74.7K - $80.9K
|
12.8K
$631K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-1.85K- 1.72% |
$75.8K - $82.1K
|
105K
$5.22M
|
|
|
May 15, 2024
Q1 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-1.86K- 1.48% |
$76.4K - $82.7K
|
124K
$6.14M
|
|
|
Apr 10, 2024
Q1 2024
|
Schulz Wealth, Ltd.
Mansfield, TX |
SELL
|
- |
-1.9K- 4.28% |
$77.8K - $84.2K
|
42.3K
$2.1M
|
|
|
May 14, 2024
Q1 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-1.96K- 1.53% |
$80.4K - $87K
|
126K
$6.25M
|
|
|
May 15, 2024
Q1 2024
|
Beck Capital Management, LLC
Austin, TX |
SELL
|
- |
-2.32K- 3.66% |
$95.1K - $103K
|
61.1K
$3.02M
|
|
|
May 15, 2024
Q1 2024
|
Stephens Inc
|
SELL
|
- |
-2.4K- 2.82% |
$98.4K - $107K
|
82.7K
$4.09M
|
|
|
May 03, 2024
Q1 2024
|
Ogorek Anthony Joseph
|
SELL
|
- |
-2.51K- 37.36% |
$103K - $111K
|
4.2K
$208K
|
|
|
May 14, 2024
Q1 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-3.32K- 7.75% |
$136K - $148K
|
39.5K
$1.96M
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-3.93K- 1.21% |
$161K - $175K
|
322K
$15.9M
|
|
|
May 08, 2024
Q1 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-5.77K- 8.76% |
$237K - $256K
|
60.1K
$2.98M
|
|
|
Apr 29, 2024
Q1 2024
|
Valtinson Bruner Financial Planning LLC
|
SELL
|
- |
-6.4K- 54.66% |
$263K - $285K
|
5.31K
$263K
|
|
|
Apr 11, 2024
Q1 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-7.43K- 56.5% |
$305K - $330K
|
5.72K
$283K
|
|
|
May 14, 2024
Q1 2024
|
Wedbush Securities Inc
|
SELL
|
- |
-8.35K- 58.04% |
$343K - $371K
|
6.04K
$299K
|
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-8.95K- 1.64% |
$368K - $398K
|
536K
$26.5M
|
|
|
May 07, 2024
Q1 2024
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-11.6K- 68.59% |
$477K - $517K
|
5.32K
$263K
|
|
|
May 10, 2024
Q1 2024
|
Aifg Consultants Ltd.
Halfmoon, NY |
SELL
|
- |
-12.9K- 7.78% |
$528K - $572K
|
152K
$7.54M
|
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-25.5K- 22.06% |
$1.05M - $1.13M
|
90.1K
$4.46M
|
|
|
Jul 22, 2024
Q1 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-29.6K- 44.15% |
$1.21M - $1.31M
|
37.4K
$1.85M
|
|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
SELL
|
- |
-33.3K- 9.98% |
$1.37M - $1.48M
|
301K
$14.9M
|
|
|
May 15, 2024
Q1 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-35.7KClosed |
$1.47M - $1.59M
|
0
$0
|
|
|
May 14, 2024
Q1 2024
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-36.6K- 17.64% |
$1.5M - $1.63M
|
171K
$8.45M
|
|
|
Apr 19, 2024
Q1 2024
|
Advisor Resource Council
|
SELL
|
- |
-44.9K- 81.22% |
$1.84M - $2M
|
10.4K
$514K
|