Purchases and Sales Made in Q2 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 Q2 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 |
---|---|---|---|---|---|---|---|
Jul 27, 2023
Q2 2023
|
Gds Wealth Management
|
BUY
|
- |
72.2KNew |
$2.59M - $2.81M
|
72.2K
$3.56M
|
|
Aug 16, 2023
Q2 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
34.4K+ 162.11% |
$1.23M - $1.34M
|
55.5K
$2.74M
|
|
Jul 31, 2023
Q2 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
28K+ 462.31% |
$1M - $1.09M
|
34.1K
$1.68M
|
|
Aug 14, 2023
Q2 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
21.2KNew |
$760K - $826K
|
21.2K
$1.05M
|
|
Aug 04, 2023
Q2 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
15.5K+ 59.79% |
$554K - $603K
|
41.3K
$2.04M
|
|
Jul 13, 2023
Q2 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
12.2K+ 17.59% |
$439K - $477K
|
81.8K
$4.04M
|
|
Aug 14, 2023
Q2 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
11.7KNew |
$420K - $457K
|
11.7K
$578K
|
|
Aug 11, 2023
Q2 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
8.51KNew |
$305K - $332K
|
8.51K
$420K
|
|
Aug 14, 2023
Q2 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
8.36K+ 25.45% |
$300K - $326K
|
41.2K
$2.03M
|
|
Oct 18, 2023
Q2 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
5.96KNew |
$214K - $232K
|
5.96K
$294K
|
|
Jul 26, 2023
Q2 2023
|
Santori & Peters, Inc.
|
BUY
|
- |
5.59KNew |
$200K - $218K
|
5.59K
$275K
|
|
Jul 12, 2023
Q2 2023
|
Sage Capital Advisors,Llc
|
BUY
|
- |
5.58K+ 57.53% |
$200K - $218K
|
15.3K
$753K
|
|
Aug 02, 2023
Q2 2023
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
3.27K+ 7.35% |
$117K - $127K
|
47.7K
$2.35M
|
|
Aug 23, 2023
Q2 2023
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
2.97K+ 29.57% |
$106K - $116K
|
13K
$641K
|
|
Aug 11, 2023
Q2 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
2.01KNew |
$72K - $78.3K
|
2.01K
$99K
|
|
Aug 11, 2023
Q2 2023
|
Truadvice, LLC
Sarasota, FL |
BUY
|
- |
1.48K+ 7.78% |
$53K - $57.6K
|
20.5K
$1.01M
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
1.48K+ 3.01% |
$53K - $57.6K
|
50.5K
$2.49M
|
|
Aug 10, 2023
Q2 2023
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
868New |
$31.1K - $33.9K
|
868
$42.8K
|
|
Aug 08, 2023
Q2 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
850New |
$30.5K - $33.2K
|
850
$41.9K
|
|
Aug 01, 2023
Q2 2023
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
267New |
$9.57K - $10.4K
|
267
$13.2K
|
|
Aug 11, 2023
Q2 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
60+ 0.55% |
$2.15K - $2.34K
|
11K
$543K
|
|
Aug 11, 2023
Q2 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
26New |
$932 - $1.01K
|
26
$1.28K
|
|
Aug 08, 2023
Q2 2023
|
Archer Investment Corp
|
SELL
|
- |
-1- 0.06% |
$35.9 - $39
|
1.66K
$81.7K
|
|
Aug 04, 2023
Q2 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-13- 0.24% |
$466 - $507
|
5.41K
$267K
|
|
Jul 07, 2023
Q2 2023
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-15- 0.48% |
$538 - $585
|
3.12K
$154K
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-50- 4.15% |
$1.79K - $1.95K
|
1.15K
$56.9K
|
|
Aug 11, 2023
Q2 2023
|
Fsb Premier Wealth Management, Inc.
|
SELL
|
- |
-57- 0.37% |
$2.04K - $2.22K
|
15.4K
$758K
|
|
Aug 11, 2023
Q2 2023
|
Ubs Group Ag
|
SELL
|
- |
-154- 3.8% |
$5.52K - $6.01K
|
3.9K
$192K
|
|
Jul 28, 2023
Q2 2023
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-162- 1.06% |
$5.81K - $6.32K
|
15.1K
$747K
|
|
Jul 31, 2023
Q2 2023
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-181- 2.4% |
$6.49K - $7.06K
|
7.35K
$362K
|
|
Jul 20, 2023
Q2 2023
|
Aurora Private Wealth, Inc.
|
SELL
|
- |
-185- 0.88% |
$6.63K - $7.22K
|
20.8K
$1.03M
|
|
Aug 08, 2023
Q2 2023
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-230- 1.15% |
$8.25K - $8.97K
|
19.8K
$977K
|
|
Jul 24, 2023
Q2 2023
|
Allen Capital Group, LLC
|
SELL
|
- |
-250- 2.09% |
$8.96K - $9.75K
|
11.7K
$577K
|
|
Aug 14, 2023
Q2 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-550- 2.58% |
$19.7K - $21.5K
|
20.8K
$1.02M
|
|
Aug 08, 2023
Q2 2023
|
Arbor Capital Management Inc
Anchorage, AK |
SELL
|
- |
-599- 9.16% |
$21.5K - $23.4K
|
5.94K
$293K
|
|
Aug 15, 2023
Q2 2023
|
Centaurus Financial, Inc.
|
SELL
|
- |
-707- 9.15% |
$25.3K - $27.6K
|
7.02K
$346K
|
|
Jul 31, 2023
Q2 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-812- 25.26% |
$29.1K - $31.7K
|
2.4K
$119K
|
|
Jul 25, 2023
Q2 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-818- 0.89% |
$29.3K - $31.9K
|
91K
$4.49M
|
|
Aug 04, 2023
Q2 2023
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-820- 4.48% |
$29.4K - $32K
|
17.5K
$862K
|
|
Jul 26, 2023
Q2 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-894- 9.85% |
$32K - $34.9K
|
8.18K
$404K
|
|
Aug 08, 2023
Q2 2023
|
Integrity Financial Corp
|
SELL
|
- |
-1.44K- 11.53% |
$51.8K - $56.3K
|
11.1K
$547K
|
|
Aug 15, 2023
Q2 2023
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-1.74K- 10.78% |
$62.2K - $67.7K
|
14.4K
$708K
|
|
Aug 14, 2023
Q2 2023
|
Beck Capital Management, LLC
Austin, TX |
SELL
|
- |
-1.96K- 2.75% |
$70.1K - $76.2K
|
69.2K
$3.41M
|
|
Aug 11, 2023
Q2 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-2.27K- 19.27% |
$81.5K - $88.7K
|
9.52K
$470K
|
|
Jul 25, 2023
Q2 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-2.75K- 20.45% |
$98.7K - $107K
|
10.7K
$528K
|
|
Jul 07, 2023
Q2 2023
|
Legacy Private Trust Co.
|
SELL
|
- |
-3.21K- 33.59% |
$115K - $125K
|
6.34K
$313K
|
|
Aug 08, 2023
Q2 2023
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-4.03K- 38.63% |
$144K - $157K
|
6.4K
$315K
|
|
Aug 14, 2023
Q2 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-4.57K- 27.42% |
$164K - $178K
|
12.1K
$597K
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-4.59K- 19.56% |
$165K - $179K
|
18.9K
$932K
|
|
Aug 09, 2023
Q2 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-4.92K- 8.71% |
$176K - $192K
|
51.6K
$2.54M
|