Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 11, 2023
Q3 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
348K+ 340.25% |
$13.3M - $13.9M
|
450K
$22.2M
|
|
|
Oct 11, 2023
Q3 2023
|
Cwm, LLC
|
BUY
|
- |
315KNew |
$12M - $12.6M
|
315K
$15.5M
|
|
|
Nov 13, 2023
Q3 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
278K+ 260.21% |
$10.6M - $11.1M
|
385K
$19M
|
|
|
Oct 19, 2023
Q3 2023
|
Ogorek Anthony Joseph
|
BUY
|
- |
268KNew |
$10.2M - $10.7M
|
268K
$13.2M
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
265K+ 291.55% |
$10.1M - $10.6M
|
356K
$17.6M
|
|
|
Oct 12, 2023
Q3 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
204KNew |
$7.79M - $8.17M
|
204K
$10M
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
197K+ 1380.44% |
$7.52M - $7.88M
|
211K
$10.4M
|
|
|
Oct 05, 2023
Q3 2023
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
183KNew |
$6.99M - $7.33M
|
183K
$9.02M
|
|
|
Oct 13, 2023
Q3 2023
|
River Tree Advisors, LLC
Winter Park, FL |
BUY
|
- |
179KNew |
$6.83M - $7.17M
|
179K
$8.82M
|
|
|
Nov 08, 2023
Q3 2023
|
Aifg Consultants Ltd.
Halfmoon, NY |
BUY
|
- |
165KNew |
$6.31M - $6.61M
|
165K
$8.14M
|
|
|
Nov 13, 2023
Q3 2023
|
Milestone Asset Management, LLC
Pittsburgh, PA |
BUY
|
- |
153KNew |
$5.84M - $6.12M
|
153K
$7.53M
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
134K+ 264.93% |
$5.11M - $5.36M
|
184K
$9.09M
|
|
|
Nov 14, 2023
Q3 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
132K+ 634.51% |
$5.03M - $5.28M
|
152K
$7.52M
|
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
130K+ 314.82% |
$4.97M - $5.21M
|
171K
$8.45M
|
|
|
Nov 13, 2023
Q3 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
115K+ 1048.95% |
$4.4M - $4.61M
|
126K
$6.22M
|
|
|
Oct 17, 2023
Q3 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
95.8K+ 172.52% |
$3.66M - $3.84M
|
151K
$7.47M
|
|
|
Nov 14, 2023
Q3 2023
|
Stephens Inc
|
BUY
|
- |
94.5KNew |
$3.61M - $3.79M
|
94.5K
$4.66M
|
|
|
Oct 19, 2023
Q3 2023
|
Gds Wealth Management
|
BUY
|
- |
85.3K+ 118.15% |
$3.26M - $3.42M
|
157K
$7.76M
|
|
|
Nov 02, 2023
Q3 2023
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
60.6K+ 346.72% |
$2.32M - $2.43M
|
78.1K
$3.85M
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
60.4K+ 117.16% |
$2.31M - $2.42M
|
112K
$5.52M
|
|
|
Oct 05, 2023
Q3 2023
|
Keystone Wealth Services, LLC
|
BUY
|
- |
58.4K+ 321.36% |
$2.23M - $2.34M
|
76.6K
$3.78M
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
57.4K+ 304.0% |
$2.19M - $2.3M
|
76.3K
$3.76M
|
|
|
Nov 15, 2023
Q3 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
53.3K+ 440.14% |
$2.04M - $2.14M
|
65.4K
$3.23M
|
|
|
Nov 07, 2023
Q3 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
52.9K+ 555.35% |
$2.02M - $2.12M
|
62.4K
$3.08M
|
|
|
Nov 14, 2023
Q3 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
49.9K+ 121.04% |
$1.91M - $2M
|
91.1K
$4.49M
|
|
|
Oct 23, 2023
Q3 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
43.7K+ 8.07% |
$1.67M - $1.75M
|
585K
$28.9M
|
|
|
Nov 13, 2023
Q3 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
39.4K+ 115.55% |
$1.5M - $1.58M
|
73.4K
$3.62M
|
|
|
Oct 19, 2023
Q3 2023
|
Lion Street Advisors, LLC
|
BUY
|
- |
37.4K+ 543.19% |
$1.43M - $1.5M
|
44.3K
$2.19M
|
|
|
Nov 08, 2023
Q3 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
36K+ 440.48% |
$1.38M - $1.44M
|
44.2K
$2.18M
|
|
|
Nov 06, 2023
Q3 2023
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
35.4KNew |
$1.35M - $1.42M
|
35.4K
$1.75M
|
|
|
Dec 01, 2023
Q3 2023
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
35.3KNew |
$1.35M - $1.42M
|
35.3K
$1.74M
|
|
|
Nov 02, 2023
Q3 2023
|
1776 Wealth LLC
|
BUY
|
- |
31.2KNew |
$1.19M - $1.25M
|
31.2K
$1.54M
|
|
|
Nov 14, 2023
Q3 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
30.6KNew |
$1.17M - $1.23M
|
30.6K
$1.51M
|
|
|
Nov 14, 2023
Q3 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
27.8KNew |
$1.06M - $1.11M
|
27.8K
$1.37M
|
|
|
Nov 14, 2023
Q3 2023
|
Truist Financial Corp
|
BUY
|
- |
27.2K+ 450.55% |
$1.04M - $1.09M
|
33.2K
$1.64M
|
|
|
Oct 24, 2023
Q3 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
23.9K+ 29.2% |
$913K - $958K
|
106K
$5.21M
|
|
|
Nov 09, 2023
Q3 2023
|
First Heartland Consultants, Inc.
|
BUY
|
- |
22.5KNew |
$861K - $902K
|
22.5K
$1.11M
|
|
|
Oct 18, 2023
Q3 2023
|
Signature Securities Group Corporation
|
BUY
|
- |
19.9KNew |
$760K - $797K
|
19.9K
$980K
|
|
|
Oct 24, 2023
Q3 2023
|
Advisor Resource Council
|
BUY
|
- |
19.4KNew |
$741K - $777K
|
19.4K
$957K
|
|
|
Nov 13, 2023
Q3 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
18.9K+ 171.72% |
$723K - $758K
|
29.9K
$1.48M
|
|
|
Oct 17, 2023
Q3 2023
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
17.1KNew |
$653K - $685K
|
17.1K
$843K
|
|
|
Nov 09, 2023
Q3 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
15.6K+ 135.62% |
$597K - $626K
|
27.1K
$1.34M
|
|
|
Oct 18, 2023
Q3 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
13.9K+ 233.37% |
$531K - $557K
|
19.9K
$979K
|
|
|
Oct 16, 2023
Q3 2023
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
13.4KNew |
$510K - $535K
|
13.4K
$659K
|
|
|
Oct 19, 2023
Q3 2023
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
11.5KNew |
$439K - $460K
|
11.5K
$566K
|
|
|
Nov 03, 2023
Q3 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
11.2KNew |
$426K - $447K
|
11.2K
$550K
|
|
|
Nov 13, 2023
Q3 2023
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
10.5K+ 4666.67% |
$401K - $421K
|
10.7K
$529K
|
|
|
Nov 07, 2023
Q3 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
9.44K+ 147.62% |
$361K - $378K
|
15.8K
$781K
|
|
|
Oct 31, 2023
Q3 2023
|
Semus Wealth Partners LLC
Boca Raton, FL |
BUY
|
- |
9.02KNew |
$345K - $361K
|
9.02K
$445K
|
|
|
Nov 14, 2023
Q3 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
8.37KNew |
$320K - $336K
|
8.37K
$413K
|