Purchases and Sales Made in Q4 2022 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 Q4 2022. 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 |
|---|---|---|---|---|---|---|---|
|
Jan 31, 2023
Q4 2022
|
Ae Wealth Management LLC
|
BUY
|
- |
197K+ 79.82% |
$6.38M - $7.04M
|
444K
$22M
|
|
|
Feb 07, 2023
Q4 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
46K+ 7.95% |
$1.49M - $1.64M
|
625K
$30.9M
|
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
20.4KNew |
$658K - $726K
|
20.4K
$1.01M
|
|
|
Feb 07, 2023
Q4 2022
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
18.3KNew |
$592K - $653K
|
18.3K
$906K
|
|
|
Feb 13, 2023
Q4 2022
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
17.2KNew |
$556K - $613K
|
17.2K
$851K
|
|
|
May 14, 2024
Q4 2022
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
17.2KNew |
$556K - $613K
|
17.2K
$851K
|
|
|
Feb 13, 2023
Q4 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
14KNew |
$453K - $499K
|
14K
$693K
|
|
|
Mar 08, 2023
Q4 2022
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
9.13KNew |
$295K - $326K
|
9.13K
$452K
|
|
|
Jan 19, 2023
Q4 2022
|
Valtinson Bruner Financial Planning LLC
|
BUY
|
- |
8.69KNew |
$281K - $310K
|
8.69K
$430K
|
|
|
Feb 14, 2023
Q4 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
8.22KNew |
$266K - $293K
|
8.22K
$407K
|
|
|
Feb 15, 2023
Q4 2022
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
8.11KNew |
$262K - $289K
|
8.11K
$401K
|
|
|
Jan 31, 2023
Q4 2022
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
6.4KNew |
$207K - $228K
|
6.4K
$317K
|
|
|
Feb 07, 2023
Q4 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
6.37KNew |
$206K - $227K
|
6.37K
$315K
|
|
|
Feb 13, 2023
Q4 2022
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
BUY
|
- |
6.32KNew |
$205K - $225K
|
6.32K
$313K
|
|
|
Feb 10, 2023
Q4 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
4.73K+ 3.78% |
$153K - $169K
|
130K
$6.43M
|
|
|
Feb 08, 2023
Q4 2022
|
Ubs Group Ag
|
BUY
|
- |
4.01KNew |
$130K - $143K
|
4.01K
$198K
|
|
|
Feb 15, 2023
Q4 2022
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
3.38K+ 23.48% |
$109K - $121K
|
17.8K
$880K
|
|
|
Feb 14, 2023
Q4 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
3.06KNew |
$98.8K - $109K
|
3.06K
$151K
|
|
|
Feb 09, 2023
Q4 2022
|
Keystone Wealth Services, LLC
|
BUY
|
- |
3K+ 19.78% |
$97.1K - $107K
|
18.2K
$899K
|
|
|
Feb 13, 2023
Q4 2022
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
2.99K+ 4.02% |
$96.7K - $107K
|
77.3K
$3.83M
|
|
|
Feb 10, 2023
Q4 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
2.96K+ 19.24% |
$95.7K - $105K
|
18.3K
$907K
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
1.94K+ 3.76% |
$62.8K - $69.2K
|
53.5K
$2.65M
|
|
|
Feb 15, 2023
Q4 2022
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1.91K+ 6.48% |
$61.7K - $68K
|
31.3K
$1.55M
|
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
1.37K+ 100.0% |
$44.2K - $48.7K
|
2.73K
$135K
|
|
|
Sep 06, 2024
Q4 2022
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
1.26K+ 10.64% |
$40.8K - $45K
|
13.1K
$649K
|
|
|
Feb 02, 2023
Q4 2022
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
1.1K+ 1.43% |
$35.6K - $39.2K
|
77.9K
$3.86M
|
|
|
Jan 11, 2023
Q4 2022
|
City State Bank
Norwalk, IA |
BUY
|
- |
725New |
$23.5K - $25.9K
|
725
$35.9K
|
|
|
Feb 14, 2023
Q4 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
572+ 1.39% |
$18.5K - $20.4K
|
41.8K
$2.07M
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
425+ 1.84% |
$13.7K - $15.2K
|
23.5K
$1.16M
|
|
|
Feb 03, 2023
Q4 2022
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
310+ 1.56% |
$10K - $11.1K
|
20.1K
$996K
|
|
|
Feb 06, 2023
Q4 2022
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
121+ 0.66% |
$3.91K - $4.31K
|
18.6K
$919K
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
14+ 0.01% |
$453 - $499
|
164K
$8.09M
|
|
|
Jan 20, 2023
Q4 2022
|
Truadvice, LLC
Sarasota, FL |
SELL
|
- |
-11- 0.06% |
$356 - $392
|
19K
$941K
|
|
|
Jan 31, 2023
Q4 2022
|
Wedbush Securities Inc
|
SELL
|
- |
-177- 0.5% |
$5.73K - $6.31K
|
35.1K
$1.74M
|
|
|
Feb 07, 2023
Q4 2022
|
Ifp Advisors, Inc
|
SELL
|
- |
-334- 2.97% |
$10.8K - $11.9K
|
10.9K
$540K
|
|
|
Feb 14, 2023
Q4 2022
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-558- 4.82% |
$18.1K - $19.9K
|
11K
$545K
|
|
|
Feb 10, 2023
Q4 2022
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-661- 7.62% |
$21.4K - $23.6K
|
8.02K
$397K
|
|
|
Feb 03, 2023
Q4 2022
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-665- 4.24% |
$21.5K - $23.7K
|
15K
$743K
|
|
|
Feb 03, 2023
Q4 2022
|
Archer Investment Corp
|
SELL
|
- |
-772- 3.53% |
$25K - $27.5K
|
21.1K
$1.05M
|
|
|
Jan 30, 2023
Q4 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-800- 60.02% |
$25.9K - $28.5K
|
533
$26.4K
|
|
|
Jan 12, 2023
Q4 2022
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-1.02K- 11.9% |
$32.9K - $36.3K
|
7.53K
$373K
|
|
|
Feb 15, 2023
Q4 2022
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-1.09K- 9.41% |
$35.3K - $38.9K
|
10.5K
$519K
|
|
|
Feb 13, 2023
Q4 2022
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-1.18K- 14.06% |
$38.2K - $42.1K
|
7.22K
$357K
|
|
|
Jan 24, 2023
Q4 2022
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-1.28K- 2.74% |
$41.3K - $45.6K
|
45.3K
$2.24M
|
|
|
Feb 13, 2023
Q4 2022
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-2.19K- 18.09% |
$70.8K - $78.1K
|
9.92K
$491K
|
|
|
Jan 19, 2023
Q4 2022
|
Sage Capital Advisors,Llc
|
SELL
|
- |
-2.27K- 18.98% |
$73.5K - $81K
|
9.7K
$480K
|
|
|
Feb 14, 2023
Q4 2022
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-2.57K- 21.84% |
$83K - $91.5K
|
9.18K
$454K
|
|
|
Feb 10, 2023
Q4 2022
|
Centaurus Financial, Inc.
|
SELL
|
- |
-2.85K- 26.95% |
$92.2K - $102K
|
7.72K
$382K
|
|
|
Jan 13, 2023
Q4 2022
|
Aurora Private Wealth, Inc.
|
SELL
|
- |
-4.23K- 16.79% |
$137K - $151K
|
21K
$1.04M
|
|
|
Feb 08, 2023
Q4 2022
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-4.47K- 5.21% |
$145K - $159K
|
81.2K
$4.02M
|