Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 16, 2025
Q3 2025
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
BUY
|
- |
62.7KNew |
$2.78M - $2.93M
|
62.7K
$2.93M
|
|
|
Oct 15, 2025
Q3 2025
|
Founders Financial Securities LLC
|
BUY
|
- |
30.8K+ 41.39% |
$1.37M - $1.44M
|
105K
$4.91M
|
|
|
Oct 10, 2025
Q3 2025
|
Falcon Wealth Planning
|
BUY
|
- |
20.4KNew |
$905K - $952K
|
20.4K
$951K
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
BUY
|
- |
12.1K+ 12.52% |
$537K - $565K
|
109K
$5.07M
|
|
|
Oct 08, 2025
Q3 2025
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
9.18KNew |
$408K - $429K
|
9.18K
$428K
|
|
|
Oct 23, 2025
Q3 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
6.43KNew |
$286K - $301K
|
6.43K
$300K
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
3.86KNew |
$171K - $180K
|
3.86K
$180K
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
2.8K+ 25.6% |
$124K - $131K
|
13.7K
$641K
|
|
|
Oct 09, 2025
Q3 2025
|
Five Pine Wealth Management
Coeur D Alene, ID |
BUY
|
- |
1.15K+ 24.33% |
$51K - $53.7K
|
5.87K
$274K
|
|
|
Oct 22, 2025
Q3 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
1.1KNew |
$48.8K - $51.4K
|
1.1K
$51.3K
|
|
|
Oct 22, 2025
Q3 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-288- 23.08% |
$12.8K - $13.5K
|
960
$44.8K
|
|
|
Oct 21, 2025
Q3 2025
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
SELL
|
- |
-1K- 0.67% |
$44.6K - $46.9K
|
148K
$6.91M
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-4.08K- 30.69% |
$181K - $190K
|
9.2K
$430K
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-4.08K- 6.5% |
$181K - $191K
|
58.7K
$2.74M
|
|
|
Oct 07, 2025
Q3 2025
|
Ignite Planners, LLC
|
SELL
|
- |
-4.42K- 2.69% |
$196K - $206K
|
160K
$7.47M
|
|
|
Oct 20, 2025
Q3 2025
|
Life Wealth Investments, LLC
Winter Garden, FL |
SELL
|
- |
-5.41K- 6.57% |
$240K - $253K
|
76.9K
$3.59M
|
|
|
Oct 23, 2025
Q3 2025
|
Spire Wealth Management
|
SELL
|
- |
-5.62K- 12.89% |
$249K - $262K
|
38K
$1.77M
|
|
|
Oct 06, 2025
Q3 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
SELL
|
- |
-20.4K- 23.13% |
$905K - $952K
|
67.7K
$3.16M
|