Purchases and Sales Made in Q1 2025 in First Tr Exch Trd Fd Viii Ft C (DJUL)
This table provides information about the institutional ownership of First Tr Exch Trd Fd Viii Ft C (DJUL) during Q1 2025. 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 |
|---|---|---|---|---|---|---|---|
|
May 15, 2025
Q1 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
BUY
|
- |
129KNew |
$5.24M - $5.59M
|
129K
$5.57M
|
|
|
Apr 10, 2025
Q1 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
59K+ 49.29% |
$2.39M - $2.55M
|
179K
$7.68M
|
|
|
May 09, 2025
Q1 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
40.8KNew |
$1.65M - $1.76M
|
40.8K
$1.76M
|
|
|
May 15, 2025
Q1 2025
|
Foguth Wealth Management, Llc.
Brighton, MI |
BUY
|
- |
30.7K+ 19.25% |
$1.24M - $1.33M
|
190K
$8.18M
|
|
|
Apr 28, 2025
Q1 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
22.6KNew |
$913K - $975K
|
22.6K
$971K
|
|
|
Apr 21, 2025
Q1 2025
|
Life Wealth Investments, LLC
Winter Garden, FL |
BUY
|
- |
22K+ 34.49% |
$890K - $950K
|
85.8K
$3.69M
|
|
|
May 12, 2025
Q1 2025
|
Founders Financial Securities LLC
|
BUY
|
- |
20K+ 134.63% |
$809K - $863K
|
34.9K
$1.5M
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
16.7KNew |
$673K - $719K
|
16.7K
$716K
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
10.1K+ 13.3% |
$407K - $435K
|
85.8K
$3.69M
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
9.91KNew |
$401K - $428K
|
9.91K
$426K
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
8.3K+ 24.45% |
$336K - $358K
|
42.2K
$1.82M
|
|
|
Apr 22, 2025
Q1 2025
|
Buck Wealth Strategies, LLC
Denver, CO |
BUY
|
- |
7.81KNew |
$316K - $337K
|
7.81K
$336K
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
6.37K+ 16325.64% |
$257K - $275K
|
6.41K
$275K
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
5.89K+ 117800.0% |
$238K - $254K
|
5.9K
$253K
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
4.96K+ 3.14% |
$201K - $214K
|
163K
$7.01M
|
|
|
May 14, 2025
Q1 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
4K+ 14.07% |
$162K - $173K
|
32.4K
$1.39M
|
|
|
May 15, 2025
Q1 2025
|
Barclays PLC
London, X0 |
BUY
|
- |
1.79K+ 260.03% |
$72.3K - $77.2K
|
2.48K
$107K
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
BUY
|
- |
1.66KNew |
$67K - $71.6K
|
1.66K
$71.3K
|
|
|
Apr 28, 2025
Q1 2025
|
Arbor Capital Management Inc
Anchorage, AK |
BUY
|
- |
364+ 4.83% |
$14.7K - $15.7K
|
7.9K
$340K
|
|
|
Apr 25, 2025
Q1 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
129+ 0.26% |
$5.22K - $5.57K
|
49K
$2.11M
|
|
|
Apr 23, 2025
Q1 2025
|
Holistic Planning, LLC
Nacogdoches, TX |
BUY
|
- |
110+ 1.95% |
$4.45K - $4.75K
|
5.75K
$247K
|
|
|
May 09, 2025
Q1 2025
|
Advyzon Investment Management, LLC
Lisle, IL |
BUY
|
- |
110+ 2.19% |
$4.45K - $4.75K
|
5.13K
$220K
|
|
|
May 12, 2025
Q1 2025
|
Townsquare Capital LLC
|
BUY
|
- |
72+ 0.69% |
$2.91K - $3.11K
|
10.5K
$449K
|
|
|
May 12, 2025
Q1 2025
|
Meridian Wealth Management, LLC
|
BUY
|
- |
55+ 1.06% |
$2.22K - $2.37K
|
5.27K
$226K
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
20+ 0.17% |
$809 - $863
|
11.8K
$509K
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-6- 0.54% |
$243 - $259
|
1.11K
$47.6K
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-12- 0.18% |
$485 - $518
|
6.8K
$292K
|
|
|
Apr 22, 2025
Q1 2025
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
SELL
|
- |
-20- 0.19% |
$809 - $863
|
10.3K
$445K
|
|
|
May 14, 2025
Q1 2025
|
Centaurus Financial, Inc.
|
SELL
|
- |
-29- 0.34% |
$1.17K - $1.25K
|
8.53K
$367K
|
|
|
May 14, 2025
Q1 2025
|
Per Stirling Capital Management, Llc.
Austin, TX |
SELL
|
- |
-49- 0.99% |
$1.98K - $2.12K
|
4.92K
$212K
|
|
|
Apr 18, 2025
Q1 2025
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-107- 64.07% |
$4.33K - $4.62K
|
60
$2.58K
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-128- 50.59% |
$5.18K - $5.53K
|
125
$5.38K
|
|
|
May 08, 2025
Q1 2025
|
Grantvest Financial Group LLC
Matawan, NJ |
SELL
|
- |
-150- 2.24% |
$6.07K - $6.48K
|
6.55K
$282K
|
|
|
Apr 23, 2025
Q1 2025
|
Ferguson Shapiro LLC
|
SELL
|
- |
-186- 0.73% |
$7.52K - $8.03K
|
25.2K
$1.08M
|
|
|
Apr 28, 2025
Q1 2025
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-200- 1.59% |
$8.09K - $8.63K
|
12.4K
$531K
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-241- 1.29% |
$9.75K - $10.4K
|
18.4K
$791K
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
SELL
|
- |
-281- 33.37% |
$11.4K - $12.1K
|
561
$24.1K
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-321- 0.43% |
$13K - $13.9K
|
74.6K
$3.21M
|
|
|
May 12, 2025
Q1 2025
|
Integrity Financial Corp
|
SELL
|
- |
-438- 1.91% |
$17.7K - $18.9K
|
22.4K
$965K
|
|
|
May 09, 2025
Q1 2025
|
Bouchey Financial Group LTD
|
SELL
|
- |
-476- 5.56% |
$19.2K - $20.5K
|
8.08K
$347K
|
|
|
May 07, 2025
Q1 2025
|
Prosperity Consulting Group, LLC
|
SELL
|
- |
-505- 3.81% |
$20.4K - $21.8K
|
12.8K
$549K
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-921- 4.73% |
$37.2K - $39.8K
|
18.5K
$797K
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-1.17K- 7.05% |
$47.4K - $50.6K
|
15.5K
$665K
|
|
|
May 15, 2025
Q1 2025
|
Old Mission Capital LLC
|
SELL
|
- |
-1.22K- 9.29% |
$49.1K - $52.5K
|
11.9K
$510K
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-1.28K- 4.79% |
$51.7K - $55.2K
|
25.4K
$1.09M
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-1.28K- 6.8% |
$51.8K - $55.3K
|
17.6K
$755K
|
|
|
Apr 16, 2025
Q1 2025
|
Hickory Asset Management, Inc.
Concord, OH |
SELL
|
- |
-1.35K- 1.01% |
$54.7K - $58.4K
|
133K
$5.71M
|
|
|
Apr 25, 2025
Q1 2025
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-2.45K- 16.9% |
$99.2K - $106K
|
12.1K
$519K
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
SELL
|
- |
-2.51K- 72.24% |
$101K - $108K
|
964
$41.5K
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-2.58K- 4.81% |
$104K - $111K
|
51.1K
$2.2M
|