Purchases and Sales Made in Q2 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 Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 31, 2025
Q2 2025
|
Hartford Financial Management Inc.
|
BUY
|
- |
147KNew |
$5.64M - $6.54M
|
147K
$6.87M
|
|
|
Jul 09, 2025
Q2 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
90.2K+ 50.49% |
$3.45M - $4.01M
|
269K
$12.5M
|
|
|
Jul 22, 2025
Q2 2025
|
Foguth Wealth Management, Llc.
Brighton, MI |
BUY
|
- |
83.1K+ 43.67% |
$3.18M - $3.69M
|
273K
$12.8M
|
|
|
Sep 04, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
42.3K+ 20.98% |
$1.62M - $1.88M
|
244K
$11.4M
|
|
|
Aug 06, 2025
Q2 2025
|
Founders Financial Securities LLC
|
BUY
|
- |
39.6K+ 113.52% |
$1.52M - $1.76M
|
74.4K
$3.47M
|
|
|
Aug 12, 2025
Q2 2025
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
37.3KNew |
$1.43M - $1.66M
|
37.3K
$1.74M
|
|
|
Aug 14, 2025
Q2 2025
|
Old Mission Capital LLC
|
BUY
|
- |
32.6K+ 274.99% |
$1.25M - $1.45M
|
44.5K
$2.08M
|
|
|
Aug 13, 2025
Q2 2025
|
Stone X Group Inc.
|
BUY
|
- |
19.4KNew |
$744K - $863K
|
19.4K
$906K
|
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
19K+ 10.39% |
$727K - $843K
|
202K
$9.41M
|
|
|
Aug 14, 2025
Q2 2025
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
14.8K+ 50.75% |
$565K - $656K
|
43.9K
$2.05M
|
|
|
Jul 28, 2025
Q2 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
11.4KNew |
$435K - $505K
|
11.4K
$530K
|
|
|
Aug 29, 2025
Q2 2025
|
Evolution Wealth Management Inc.
Fort Myers, FL |
BUY
|
- |
11.4KNew |
$435K - $504K
|
11.4K
$530K
|
|
|
Aug 08, 2025
Q2 2025
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
BUY
|
- |
7.8K+ 75.38% |
$299K - $346K
|
18.1K
$847K
|
|
|
Aug 14, 2025
Q2 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
7.6KNew |
$291K - $338K
|
7.6K
$355K
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
6.5K+ 15.38% |
$249K - $289K
|
48.7K
$2.27M
|
|
|
Aug 04, 2025
Q2 2025
|
Buck Wealth Strategies, LLC
Denver, CO |
BUY
|
- |
5.01K+ 64.12% |
$192K - $222K
|
12.8K
$598K
|
|
|
Aug 14, 2025
Q2 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
4.53K+ 27.17% |
$173K - $201K
|
21.2K
$989K
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
4.45K+ 2.73% |
$170K - $198K
|
168K
$7.82M
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
4.11K+ 22.33% |
$157K - $182K
|
22.5K
$1.05M
|
|
|
Aug 14, 2025
Q2 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
4.09KNew |
$156K - $181K
|
4.09K
$191K
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
BUY
|
- |
3.56K+ 55.56% |
$136K - $158K
|
9.97K
$465K
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
3.37K+ 33.99% |
$129K - $150K
|
13.3K
$620K
|
|
|
Aug 13, 2025
Q2 2025
|
Barclays PLC
London, X0 |
BUY
|
- |
2.11K+ 85.26% |
$80.9K - $93.8K
|
4.59K
$214K
|
|
|
Jul 16, 2025
Q2 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
1.15KNew |
$43.9K - $50.9K
|
1.15K
$53.4K
|
|
|
Jul 14, 2025
Q2 2025
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
1.1KNew |
$42.1K - $48.9K
|
1.1K
$51.3K
|
|
|
Aug 14, 2025
Q2 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
377+ 3.19% |
$14.4K - $16.7K
|
12.2K
$570K
|
|
|
Aug 14, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
265New |
$10.1K - $11.8K
|
265
$12.4K
|
|
|
Aug 14, 2025
Q2 2025
|
Brinker Capital Investments, LLC
|
BUY
|
- |
203+ 2.99% |
$7.77K - $9.02K
|
7K
$327K
|
|
|
Aug 14, 2025
Q2 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
141+ 12.74% |
$5.4K - $6.26K
|
1.25K
$58.2K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 13, 2025
Q2 2025
|
Per Stirling Capital Management, Llc.
Austin, TX |
SELL
|
- |
-1- 0.02% |
$38.3 - $44.4
|
4.92K
$230K
|
|
|
Jul 28, 2025
Q2 2025
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-192- 1.55% |
$7.35K - $8.53K
|
12.2K
$568K
|
|
|
Aug 01, 2025
Q2 2025
|
Ferguson Shapiro LLC
|
SELL
|
- |
-236- 0.94% |
$9.04K - $10.5K
|
25K
$1.17M
|
|
|
Aug 12, 2025
Q2 2025
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-282- 4.28% |
$10.8K - $12.5K
|
6.3K
$294K
|
|
|
Aug 14, 2025
Q2 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-283- 1.83% |
$10.8K - $12.6K
|
15.2K
$708K
|
|
|
Aug 11, 2025
Q2 2025
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
SELL
|
- |
-310- 4.64% |
$11.9K - $13.8K
|
6.36K
$297K
|
|
|
Jul 15, 2025
Q2 2025
|
Five Pine Wealth Management
Coeur D Alene, ID |
SELL
|
- |
-337- 6.66% |
$12.9K - $15K
|
4.72K
$220K
|
|
|
Aug 14, 2025
Q2 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-415- 2.49% |
$15.9K - $18.4K
|
16.2K
$758K
|
|
|
Aug 04, 2025
Q2 2025
|
Arbor Capital Management Inc
Anchorage, AK |
SELL
|
- |
-500- 6.33% |
$19.2K - $22.2K
|
7.4K
$345K
|
|
|
Aug 07, 2025
Q2 2025
|
Advyzon Investment Management, LLC
Lisle, IL |
SELL
|
- |
-504- 9.83% |
$19.3K - $22.4K
|
4.62K
$216K
|
|
|
Aug 05, 2025
Q2 2025
|
Prosperity Consulting Group, LLC
|
SELL
|
- |
-586- 4.59% |
$22.4K - $26K
|
12.2K
$568K
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
SELL
|
- |
-628- 0.42% |
$24.1K - $27.9K
|
150K
$6.98M
|
|
|
Aug 15, 2025
Q2 2025
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-655- 7.68% |
$25.1K - $29.1K
|
7.87K
$367K
|
|
|
Jul 23, 2025
Q2 2025
|
Ignite Planners, LLC
|
SELL
|
- |
-718- 0.43% |
$27.5K - $31.9K
|
164K
$7.67M
|
|
|
Aug 29, 2025
Q2 2025
|
Centaurus Financial, Inc.
|
SELL
|
- |
-799- 9.37% |
$30.6K - $35.5K
|
7.73K
$361K
|
|
|
Aug 04, 2025
Q2 2025
|
Arkadios Wealth Advisors
|
SELL
|
- |
-800- 6.15% |
$30.6K - $35.5K
|
12.2K
$569K
|
|
|
Aug 13, 2025
Q2 2025
|
Smart Wealth LLC
Omaha, NE |
SELL
|
- |
-1.1K- 3.33% |
$42.1K - $48.9K
|
32K
$1.49M
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-1.18K- 2.31% |
$45.2K - $52.5K
|
49.9K
$2.33M
|
|
|
Aug 14, 2025
Q2 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-1.26K- 1.36% |
$48.3K - $56K
|
91.8K
$4.28M
|
|
|
Aug 12, 2025
Q2 2025
|
Wood Tarver Financial Group, LLC
Boise, ID |
SELL
|
- |
-1.56K- 3.47% |
$59.7K - $69.2K
|
43.4K
$2.03M
|