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 25, 2025
Q2 2025
|
Cwm, LLC
|
SELL
|
- |
-2.02K- 2.05% |
$77.5K - $89.9K
|
96.6K
$4.51M
|
|
|
Jul 23, 2025
Q2 2025
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-2.06K- 17.08% |
$78.9K - $91.5K
|
10K
$467K
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-2.24K- 12.08% |
$85.8K - $99.5K
|
16.3K
$761K
|
|
|
Jul 22, 2025
Q2 2025
|
Hickory Asset Management, Inc.
Concord, OH |
SELL
|
- |
-2.32K- 1.75% |
$88.9K - $103K
|
130K
$6.09M
|
|
|
Jul 25, 2025
Q2 2025
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
SELL
|
- |
-3.14K- 2.07% |
$120K - $140K
|
149K
$6.95M
|
|
|
Jul 30, 2025
Q2 2025
|
Life Wealth Investments, LLC
Winter Garden, FL |
SELL
|
- |
-3.47K- 4.04% |
$133K - $154K
|
82.3K
$3.84M
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-3.62K- 4.22% |
$139K - $161K
|
82.2K
$3.83M
|
|
|
Aug 05, 2025
Q2 2025
|
Integrity Financial Corp
|
SELL
|
- |
-3.64K- 16.2% |
$139K - $162K
|
18.8K
$878K
|
|
|
Aug 06, 2025
Q2 2025
|
Smart Money Group LLC
|
SELL
|
- |
-3.98K- 21.59% |
$152K - $177K
|
14.4K
$674K
|
|
|
Aug 05, 2025
Q2 2025
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-4.7K- 20.68% |
$180K - $209K
|
18K
$842K
|
|
|
Aug 04, 2025
Q2 2025
|
Spire Wealth Management
|
SELL
|
- |
-5.11K- 10.49% |
$196K - $227K
|
43.6K
$2.03M
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-5.35K- 27.75% |
$205K - $238K
|
13.9K
$651K
|
|
|
Aug 08, 2025
Q2 2025
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-5.47K- 16.87% |
$209K - $243K
|
27K
$1.26M
|
|
|
Jul 15, 2025
Q2 2025
|
Armis Advisers, LLC
Atlanta, GA |
SELL
|
- |
-10.3K- 5.83% |
$396K - $459K
|
167K
$7.79M
|
|
|
Jul 23, 2025
Q2 2025
|
Reap Financial Group, LLC
Austin, TX |
SELL
|
- |
-10.3K- 6.1% |
$396K - $459K
|
159K
$7.43M
|
|
|
Aug 14, 2025
Q2 2025
|
Schwallier Wealth Management LLC
Grand Rapids, MI |
SELL
|
- |
-11.6KClosed |
$445K - $516K
|
0
$0
|
|
|
Aug 06, 2025
Q2 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-11.7K- 95.62% |
$449K - $520K
|
537
$25.1K
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-11.8K- 15.84% |
$453K - $525K
|
62.8K
$2.93M
|
|
|
Jul 07, 2025
Q2 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
SELL
|
- |
-12.4K- 12.31% |
$474K - $549K
|
88.1K
$4.11M
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-15.9K- 6.03% |
$609K - $706K
|
248K
$11.6M
|
|
|
Aug 14, 2025
Q2 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-18.4K- 72.51% |
$705K - $818K
|
6.98K
$326K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-23.6K- 48.23% |
$905K - $1.05M
|
25.4K
$1.18M
|
|
|
Aug 08, 2025
Q2 2025
|
Ogorek Anthony Joseph
|
SELL
|
- |
-68.7K- 9.01% |
$2.63M - $3.05M
|
694K
$32.4M
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-139K- 92.71% |
$5.32M - $6.17M
|
10.9K
$510K
|
|
|
Aug 12, 2025
Q2 2025
|
Winnow Wealth LLC
Waco, TX |
SELL
|
- |
-144KClosed |
$5.51M - $6.39M
|
0
$0
|