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 21, 2025
Q2 2025
|
Synergy Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-375- 1.42% |
$16.4K - $19.4K
|
26K
$1.41M
|
|
|
Aug 11, 2025
Q2 2025
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-394- 1.59% |
$17.3K - $20.4K
|
24.3K
$1.32M
|
|
|
Jul 16, 2025
Q2 2025
|
Novem Group
Rochester, NY |
SELL
|
- |
-400- 0.45% |
$17.5K - $20.7K
|
89.2K
$4.84M
|
|
|
Aug 06, 2025
Q2 2025
|
Prospera Financial Services Inc
|
SELL
|
- |
-557- 7.59% |
$24.4K - $28.8K
|
6.78K
$368K
|
|
|
Aug 14, 2025
Q2 2025
|
Beck Capital Management, LLC
Austin, TX |
SELL
|
- |
-601- 0.96% |
$26.4K - $31.1K
|
62K
$3.37M
|
|
|
Aug 12, 2025
Q2 2025
|
Winnow Wealth LLC
Waco, TX |
SELL
|
- |
-626Closed |
$27.5K - $32.4K
|
0
$0
|
|
|
Sep 09, 2025
Q2 2025
|
Nwf Advisory Services Inc.
Los Angeles, CA |
SELL
|
- |
-650- 10.79% |
$28.5K - $33.6K
|
5.38K
$292K
|
|
|
Jul 29, 2025
Q2 2025
|
Stephens Inc
|
SELL
|
- |
-697- 0.55% |
$30.6K - $36.1K
|
126K
$6.87M
|
|
|
Aug 15, 2025
Q2 2025
|
Fsb Premier Wealth Management, Inc.
|
SELL
|
- |
-782- 8.07% |
$34.3K - $40.5K
|
8.91K
$484K
|
|
|
Aug 11, 2025
Q2 2025
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-826- 2.54% |
$36.2K - $42.7K
|
31.7K
$1.72M
|
|
|
Jul 11, 2025
Q2 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-836- 9.99% |
$36.7K - $43.3K
|
7.53K
$409K
|
|
|
Jul 30, 2025
Q2 2025
|
Tfb Advisors LLC
Overland Park, KS |
SELL
|
- |
-922- 6.29% |
$40.4K - $47.7K
|
13.7K
$745K
|
|
|
Jul 21, 2025
Q2 2025
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-994- 9.28% |
$43.6K - $51.4K
|
9.72K
$528K
|
|
|
Jul 09, 2025
Q2 2025
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-1.07K- 18.87% |
$46.9K - $55.3K
|
4.6K
$250K
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-1.09K- 8.2% |
$47.7K - $56.2K
|
12.2K
$661K
|
|
|
Jul 22, 2025
Q2 2025
|
Mbl Wealth, LLC
Charlotte, NC |
SELL
|
- |
-1.09K- 1.04% |
$47.7K - $56.3K
|
103K
$5.62M
|
|
|
Aug 08, 2025
Q2 2025
|
Ogorek Anthony Joseph
|
SELL
|
- |
-1.16K- 29.17% |
$50.7K - $59.8K
|
2.81K
$152K
|
|
|
Aug 12, 2025
Q2 2025
|
Journey Strategic Wealth LLC
Summit, NJ |
SELL
|
- |
-1.31K- 6.17% |
$57.2K - $67.5K
|
19.9K
$1.08M
|
|
|
Aug 05, 2025
Q2 2025
|
Integrity Financial Corp
|
SELL
|
- |
-1.32K- 5.82% |
$58K - $68.4K
|
21.4K
$1.16M
|
|
|
Jul 07, 2025
Q2 2025
|
Schulz Wealth, Ltd.
Mansfield, TX |
SELL
|
- |
-1.58K- 3.89% |
$69.1K - $81.5K
|
38.9K
$2.11M
|
|
|
Aug 05, 2025
Q2 2025
|
Prosperity Consulting Group, LLC
|
SELL
|
- |
-1.6K- 5.91% |
$70.2K - $82.8K
|
25.5K
$1.38M
|
|
|
Aug 12, 2025
Q2 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-1.75K- 7.51% |
$76.8K - $90.6K
|
21.6K
$1.17M
|
|
|
Aug 04, 2025
Q2 2025
|
Family Wealth Group, LLC
Lexington, KY |
SELL
|
- |
-1.84K- 9.19% |
$80.7K - $95.3K
|
18.2K
$988K
|
|
|
Aug 07, 2025
Q2 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-2.4K- 5.91% |
$105K - $124K
|
38.2K
$2.08M
|
|
|
Aug 14, 2025
Q2 2025
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-2.5K- 36.83% |
$110K - $129K
|
4.29K
$233K
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
SELL
|
- |
-2.74K- 16.54% |
$120K - $142K
|
13.8K
$752K
|
|
|
Aug 14, 2025
Q2 2025
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-3.35K- 25.27% |
$147K - $173K
|
9.9K
$538K
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-3.72K- 48.17% |
$163K - $192K
|
4K
$217K
|
|
|
Aug 14, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-3.75K- 13.99% |
$164K - $194K
|
23.1K
$1.25M
|
|
|
Aug 13, 2025
Q2 2025
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-4K- 45.38% |
$175K - $207K
|
4.81K
$261K
|
|
|
Aug 14, 2025
Q2 2025
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-4.11K- 3.65% |
$180K - $213K
|
108K
$5.89M
|
|
|
Jul 15, 2025
Q2 2025
|
Armis Advisers, LLC
Atlanta, GA |
SELL
|
- |
-4.2K- 3.17% |
$184K - $217K
|
128K
$6.97M
|
|
|
Jul 22, 2025
Q2 2025
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-4.25K- 48.74% |
$186K - $220K
|
4.47K
$243K
|
|
|
Aug 08, 2025
Q2 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-4.29K- 35.59% |
$188K - $222K
|
7.76K
$422K
|
|
|
Jul 21, 2025
Q2 2025
|
Aifg Consultants Ltd.
Halfmoon, NY |
SELL
|
- |
-4.29K- 35.72% |
$188K - $222K
|
7.72K
$419K
|
|
|
Jul 23, 2025
Q2 2025
|
Reap Financial Group, LLC
Austin, TX |
SELL
|
- |
-4.31K- 3.51% |
$189K - $223K
|
119K
$6.44M
|
|
|
Aug 08, 2025
Q2 2025
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-4.64K- 19.23% |
$203K - $240K
|
19.5K
$1.06M
|
|
|
Aug 14, 2025
Q2 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-7.86K- 64.29% |
$345K - $406K
|
4.36K
$237K
|
|
|
Aug 06, 2025
Q2 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-7.95K- 40.72% |
$349K - $411K
|
11.6K
$628K
|
|
|
Jul 25, 2025
Q2 2025
|
Lion Street Advisors, LLC
|
SELL
|
- |
-8.77K- 23.05% |
$385K - $454K
|
29.3K
$1.59M
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-9.85K- 12.52% |
$432K - $510K
|
68.9K
$3.74M
|
|
|
Aug 14, 2025
Q2 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-11.5K- 40.23% |
$505K - $596K
|
17.1K
$929K
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-20.6K- 10.55% |
$902K - $1.06M
|
174K
$9.47M
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
SELL
|
- |
-21.1K- 5.67% |
$924K - $1.09M
|
350K
$19M
|
|
|
Jul 23, 2025
Q2 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-37.3K- 78.91% |
$1.64M - $1.93M
|
9.98K
$542K
|
|
|
Sep 04, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-65.9K- 30.48% |
$2.89M - $3.41M
|
150K
$8.16M
|
|
|
Aug 12, 2025
Q2 2025
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-108K- 70.62% |
$4.72M - $5.57M
|
44.8K
$2.43M
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-189K- 55.27% |
$8.29M - $9.78M
|
153K
$8.31M
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-363K- 73.02% |
$15.9M - $18.8M
|
134K
$7.28M
|