Purchases and Sales Made in Q2 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 Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 30, 2024
Q2 2024
|
Financial Services Advisory Inc
|
BUY
|
- |
256K+ 300.34% |
$11M - $11.8M
|
341K
$16.6M
|
|
|
Aug 13, 2024
Q2 2024
|
Assetmark, Inc
|
BUY
|
- |
22.4KNew |
$964K - $1.03M
|
22.4K
$1.09M
|
|
|
Aug 07, 2024
Q2 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
17.4KNew |
$748K - $800K
|
17.4K
$844K
|
|
|
Aug 14, 2024
Q2 2024
|
Old Mission Capital LLC
|
BUY
|
- |
13.9KNew |
$601K - $642K
|
13.9K
$678K
|
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
BUY
|
- |
13.6K+ 883.95% |
$584K - $624K
|
15.1K
$734K
|
|
|
Aug 15, 2024
Q2 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
11.4K+ 49.45% |
$491K - $525K
|
34.4K
$1.67M
|
|
|
Aug 09, 2024
Q2 2024
|
Gds Wealth Management
|
BUY
|
- |
6.6K+ 3.79% |
$284K - $304K
|
180K
$8.78M
|
|
|
Aug 14, 2024
Q2 2024
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
6.37KNew |
$274K - $293K
|
6.37K
$310K
|
|
|
Jul 30, 2024
Q2 2024
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
5.61KNew |
$242K - $258K
|
5.61K
$273K
|
|
|
Aug 08, 2024
Q2 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
3.89K+ 78.96% |
$168K - $179K
|
8.82K
$429K
|
|
|
Jul 19, 2024
Q2 2024
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
2.88K+ 2.86% |
$124K - $133K
|
104K
$5.04M
|
|
|
Aug 14, 2024
Q2 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
2.67KNew |
$115K - $123K
|
2.67K
$130K
|
|
|
Jul 08, 2024
Q2 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
1.75KNew |
$75.5K - $80.7K
|
1.75K
$85.3K
|
|
|
Jul 30, 2024
Q2 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
1.61K+ 26.02% |
$69.5K - $74.3K
|
7.81K
$380K
|
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
1.25K+ 15.23% |
$53.8K - $57.5K
|
9.44K
$459K
|
|
|
Aug 09, 2024
Q2 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
854New |
$36.8K - $39.3K
|
854
$41.5K
|
|
|
Jul 29, 2024
Q2 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
502+ 5.46% |
$21.6K - $23.1K
|
9.7K
$472K
|
|
|
Jul 30, 2024
Q2 2024
|
Integrity Financial Corp
|
BUY
|
- |
216+ 1.82% |
$9.31K - $9.95K
|
12.1K
$588K
|
|
|
Jul 29, 2024
Q2 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-1- 0.02% |
$43.1 - $46.1
|
6.55K
$319K
|
|
|
Aug 13, 2024
Q2 2024
|
Penserra Capital Management LLC
Orinda, CA |
SELL
|
- |
-1- 0.57% |
$43.1 - $46.1
|
173
$8.41K
|
|
|
Aug 13, 2024
Q2 2024
|
Prospera Financial Services Inc
|
SELL
|
- |
-10- 0.2% |
$431 - $461
|
4.95K
$241K
|
|
|
Jul 31, 2024
Q2 2024
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-12- 0.21% |
$517 - $553
|
5.6K
$272K
|
|
|
Aug 15, 2024
Q2 2024
|
Comerica Bank
|
SELL
|
- |
-27- 14.84% |
$1.16K - $1.24K
|
155
$7.54K
|
|
|
Jul 15, 2024
Q2 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-100- 1.75% |
$4.31K - $4.61K
|
5.62K
$273K
|
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-127- 4.59% |
$5.47K - $5.85K
|
2.64K
$128K
|
|
|
Aug 08, 2024
Q2 2024
|
Ogorek Anthony Joseph
|
SELL
|
- |
-131- 3.12% |
$5.64K - $6.03K
|
4.07K
$198K
|
|
|
Aug 05, 2024
Q2 2024
|
Opes Wealth Management LLC
Menlo Park, CA |
SELL
|
- |
-165- 0.33% |
$7.11K - $7.6K
|
49.3K
$2.4M
|
|
|
Aug 06, 2024
Q2 2024
|
Stephens Inc
|
SELL
|
- |
-287- 0.35% |
$12.4K - $13.2K
|
82.4K
$4.01M
|
|
|
Jul 31, 2024
Q2 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-350- 20.91% |
$15.1K - $16.1K
|
1.32K
$64.4K
|
|
|
Jul 18, 2024
Q2 2024
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-400- 5.83% |
$17.2K - $18.4K
|
6.46K
$314K
|
|
|
Jul 25, 2024
Q2 2024
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-491- 9.23% |
$21.2K - $22.6K
|
4.83K
$235K
|
|
|
Aug 05, 2024
Q2 2024
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-738- 2.73% |
$31.8K - $34K
|
26.3K
$1.28M
|
|
|
Aug 12, 2024
Q2 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-920- 6.95% |
$39.6K - $42.4K
|
12.3K
$599K
|
|
|
Jul 25, 2024
Q2 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-1.1K- 2.36% |
$47.2K - $50.4K
|
45.3K
$2.2M
|
|
|
Jul 25, 2024
Q2 2024
|
Schulz Wealth, Ltd.
Mansfield, TX |
SELL
|
- |
-1.25K- 2.95% |
$53.9K - $57.6K
|
41.1K
$2M
|
|
|
Jul 26, 2024
Q2 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-1.48K- 18.69% |
$63.8K - $68.2K
|
6.44K
$313K
|
|
|
Aug 14, 2024
Q2 2024
|
Family Wealth Group, LLC
Lexington, KY |
SELL
|
- |
-1.56K- 14.45% |
$67.3K - $71.9K
|
9.24K
$450K
|
|
|
Aug 07, 2024
Q2 2024
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-1.9K- 2.49% |
$81.9K - $87.5K
|
74.5K
$3.62M
|
|
|
Aug 14, 2024
Q2 2024
|
Beck Capital Management, LLC
Austin, TX |
SELL
|
- |
-1.94K- 3.18% |
$83.8K - $89.5K
|
59.1K
$2.88M
|
|
|
Aug 12, 2024
Q2 2024
|
Signature Securities Group Corporation
|
SELL
|
- |
-2.13K- 10.74% |
$91.7K - $98.1K
|
17.7K
$861K
|
|
|
Jul 12, 2024
Q2 2024
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-2.5K- 3.21% |
$108K - $115K
|
75.4K
$3.67M
|
|
|
Jul 11, 2024
Q2 2024
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-2.52K- 17.7% |
$109K - $116K
|
11.7K
$570K
|
|
|
Jul 22, 2024
Q2 2024
|
Mc Carthy & Cox
Marysville, OH |
SELL
|
- |
-3.07K- 0.76% |
$132K - $141K
|
398K
$19.4M
|
|
|
Jul 22, 2024
Q2 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-3.38K- 15.68% |
$146K - $156K
|
18.2K
$884K
|
|
|
Jul 17, 2024
Q2 2024
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
SELL
|
- |
-3.85K- 26.31% |
$166K - $177K
|
10.8K
$524K
|
|
|
Jul 16, 2024
Q2 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-4.65K- 43.08% |
$200K - $214K
|
6.15K
$299K
|
|
|
Aug 02, 2024
Q2 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-4.7K- 6.51% |
$203K - $217K
|
67.6K
$3.29M
|
|
|
Jul 17, 2024
Q2 2024
|
Aurora Private Wealth, Inc.
|
SELL
|
- |
-5.21K- 23.67% |
$224K - $240K
|
16.8K
$816K
|
|
|
Jul 12, 2024
Q2 2024
|
Lion Street Advisors, LLC
|
SELL
|
- |
-5.32K- 12.01% |
$229K - $245K
|
39K
$1.9M
|
|
|
Aug 02, 2024
Q2 2024
|
Fsb Premier Wealth Management, Inc.
|
SELL
|
- |
-5.45K- 41.87% |
$235K - $251K
|
7.57K
$368K
|