Purchases and Sales Made in Q2 2025 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 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 11, 2025
Q2 2025
|
Grant Private Wealth Management Inc
Pleasanton, CA |
BUY
|
- |
9.36KNew |
$411K - $484K
|
9.36K
$486K
|
|
|
Jul 09, 2025
Q2 2025
|
Keystone Wealth Services, LLC
|
BUY
|
- |
2.2K+ 2.75% |
$96.5K - $114K
|
82.1K
$4.26M
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
736+ 1.35% |
$32.3K - $38.1K
|
55.1K
$2.86M
|
|
|
Jul 14, 2025
Q2 2025
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
500New |
$21.9K - $25.9K
|
500
$25.9K
|
|
|
Jul 21, 2025
Q2 2025
|
Accel Wealth Management
|
SELL
|
- |
-9- 0.05% |
$395 - $466
|
19.3K
$1M
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-50- 0.57% |
$2.19K - $2.59K
|
8.78K
$455K
|
|
|
Jul 22, 2025
Q2 2025
|
Merit Financial Group, LLC
|
SELL
|
- |
-54- 1.22% |
$2.37K - $2.79K
|
4.37K
$227K
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
SELL
|
- |
-84- 0.27% |
$3.68K - $4.35K
|
31.2K
$1.62M
|
|
|
Jul 09, 2025
Q2 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
SELL
|
- |
-87- 1.57% |
$3.82K - $4.5K
|
5.45K
$282K
|
|
|
Jul 03, 2025
Q2 2025
|
Sage Capital Advisors,Llc
|
SELL
|
- |
-88- 1.34% |
$3.86K - $4.55K
|
6.5K
$337K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-127- 0.54% |
$5.57K - $6.57K
|
23.3K
$1.21M
|
|
|
Jul 21, 2025
Q2 2025
|
Synergy Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-375- 1.42% |
$16.4K - $19.4K
|
26K
$1.35M
|
|
|
Jul 16, 2025
Q2 2025
|
Novem Group
Rochester, NY |
SELL
|
- |
-400- 0.45% |
$17.5K - $20.7K
|
89.2K
$4.63M
|
|
|
Jul 11, 2025
Q2 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-836- 9.99% |
$36.7K - $43.3K
|
7.53K
$391K
|
|
|
Jul 21, 2025
Q2 2025
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-994- 9.28% |
$43.6K - $51.4K
|
9.72K
$504K
|
|
|
Jul 09, 2025
Q2 2025
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-1.07K- 18.87% |
$46.9K - $55.3K
|
4.6K
$238K
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-1.09K- 8.2% |
$47.7K - $56.2K
|
12.2K
$631K
|
|
|
Jul 22, 2025
Q2 2025
|
Mbl Wealth, LLC
Charlotte, NC |
SELL
|
- |
-1.09K- 1.04% |
$47.7K - $56.3K
|
103K
$5.37M
|
|
|
Jul 07, 2025
Q2 2025
|
Schulz Wealth, Ltd.
Mansfield, TX |
SELL
|
- |
-1.58K- 3.89% |
$69.1K - $81.5K
|
38.9K
$2.02M
|
|
|
Jul 15, 2025
Q2 2025
|
Armis Advisers, LLC
Atlanta, GA |
SELL
|
- |
-4.2K- 3.17% |
$184K - $217K
|
128K
$6.65M
|
|
|
Jul 22, 2025
Q2 2025
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-4.25K- 48.74% |
$186K - $220K
|
4.47K
$232K
|
|
|
Jul 21, 2025
Q2 2025
|
Aifg Consultants Ltd.
Halfmoon, NY |
SELL
|
- |
-4.29K- 35.72% |
$188K - $222K
|
7.72K
$401K
|