Purchases and Sales Made in Q3 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 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 |
|---|---|---|---|---|---|---|---|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
586K+ 437.44% |
$30.3M - $32.1M
|
720K
$39.5M
|
|
|
Nov 14, 2025
Q3 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
235K+ 153.84% |
$12.2M - $12.9M
|
389K
$21.3M
|
|
|
Nov 06, 2025
Q3 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
123KNew |
$6.38M - $6.75M
|
123K
$6.77M
|
|
|
Nov 14, 2025
Q3 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
123K+ 166.11% |
$6.37M - $6.75M
|
197K
$10.8M
|
|
|
Oct 23, 2025
Q3 2025
|
Motiv8 Investments LLC
Port St. Lucie, FL |
BUY
|
- |
119KNew |
$6.15M - $6.51M
|
119K
$6.52M
|
|
|
Nov 06, 2025
Q3 2025
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
115KNew |
$5.94M - $6.29M
|
115K
$6.31M
|
|
|
Oct 31, 2025
Q3 2025
|
Bam Wealth Management, LLC
Lakewood, CO |
BUY
|
- |
90.4KNew |
$4.67M - $4.95M
|
90.4K
$4.96M
|
|
|
Oct 24, 2025
Q3 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
76.5K+ 1151.08% |
$3.96M - $4.19M
|
83.2K
$4.56M
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
61.6K+ 35.32% |
$3.19M - $3.37M
|
236K
$13M
|
|
|
Oct 21, 2025
Q3 2025
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
52.8K+ 203.2% |
$2.73M - $2.89M
|
78.9K
$4.33M
|
|
|
Nov 14, 2025
Q3 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
42.3K+ 28.16% |
$2.19M - $2.32M
|
193K
$10.6M
|
|
|
Oct 16, 2025
Q3 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
34.6KNew |
$1.79M - $1.89M
|
34.6K
$1.9M
|
|
|
Nov 05, 2025
Q3 2025
|
Reap Financial Group, LLC
Austin, TX |
BUY
|
- |
28.3K+ 23.88% |
$1.46M - $1.55M
|
147K
$8.06M
|
|
|
Oct 22, 2025
Q3 2025
|
Semus Wealth Partners LLC
Boca Raton, FL |
BUY
|
- |
23.2KNew |
$1.2M - $1.27M
|
23.2K
$1.27M
|
|
|
Nov 12, 2025
Q3 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
22.3K+ 32.44% |
$1.15M - $1.22M
|
91.2K
$5M
|
|
|
Nov 10, 2025
Q3 2025
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
21.7KNew |
$1.12M - $1.19M
|
21.7K
$1.19M
|
|
|
Nov 06, 2025
Q3 2025
|
Assetmark, Inc
|
BUY
|
- |
20.3K+ 11.27% |
$1.05M - $1.11M
|
201K
$11M
|
|
|
Oct 27, 2025
Q3 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
19K+ 439.29% |
$983K - $1.04M
|
23.3K
$1.28M
|
|
|
Nov 06, 2025
Q3 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
18.8K+ 193.13% |
$970K - $1.03M
|
28.5K
$1.56M
|
|
|
Nov 12, 2025
Q3 2025
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
17KNew |
$879K - $930K
|
17K
$932K
|
|
|
Oct 30, 2025
Q3 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
16.9KNew |
$874K - $925K
|
16.9K
$927K
|
|
|
Nov 13, 2025
Q3 2025
|
Hanlon Investment Management, Inc.
|
BUY
|
- |
14.1KNew |
$731K - $774K
|
14.1K
$776K
|
|
|
Oct 29, 2025
Q3 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
14K+ 114.82% |
$722K - $764K
|
26.1K
$1.43M
|
|
|
Nov 14, 2025
Q3 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
13KNew |
$674K - $714K
|
13K
$715K
|
|
|
Nov 14, 2025
Q3 2025
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
BUY
|
- |
12.2KNew |
$629K - $666K
|
12.2K
$668K
|
|
|
Nov 12, 2025
Q3 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
12.1K+ 479.32% |
$623K - $659K
|
14.6K
$799K
|
|
|
Oct 15, 2025
Q3 2025
|
Brookstone Capital Management
|
BUY
|
- |
11.8KNew |
$610K - $645K
|
11.8K
$647K
|
|
|
Oct 24, 2025
Q3 2025
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
11.2KNew |
$581K - $615K
|
11.2K
$617K
|
|
|
Nov 12, 2025
Q3 2025
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
11.2K+ 24.9% |
$577K - $611K
|
56K
$3.07M
|
|
|
Oct 29, 2025
Q3 2025
|
Family Wealth Group, LLC
Lexington, KY |
BUY
|
- |
10.3K+ 56.62% |
$533K - $564K
|
28.5K
$1.56M
|
|
|
Nov 19, 2025
Q3 2025
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
10.2KNew |
$525K - $556K
|
10.2K
$557K
|
|
|
Oct 20, 2025
Q3 2025
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
9.17KNew |
$474K - $502K
|
9.17K
$503K
|
|
|
Oct 23, 2025
Q3 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
7.85KNew |
$406K - $430K
|
7.85K
$430K
|
|
|
Nov 10, 2025
Q3 2025
|
Novem Group
Rochester, NY |
BUY
|
- |
7.63K+ 8.55% |
$394K - $417K
|
96.8K
$5.31M
|
|
|
Nov 06, 2025
Q3 2025
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
BUY
|
- |
6.88K+ 99.01% |
$356K - $377K
|
13.8K
$759K
|
|
|
Nov 06, 2025
Q3 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
6.23KNew |
$322K - $341K
|
6.23K
$342K
|
|
|
Nov 06, 2025
Q3 2025
|
Integrity Financial Corp
|
BUY
|
- |
6.21K+ 29.04% |
$321K - $340K
|
27.6K
$1.51M
|
|
|
Oct 21, 2025
Q3 2025
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
5.92K+ 44.8% |
$306K - $324K
|
19.1K
$1.05M
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
5.91K+ 10.72% |
$305K - $323K
|
61K
$3.34M
|
|
|
Nov 03, 2025
Q3 2025
|
Archer Investment Corp
|
BUY
|
- |
5.89K+ 355.92% |
$305K - $323K
|
7.55K
$414K
|
|
|
Oct 16, 2025
Q3 2025
|
Hbw Advisory Services LLC
|
BUY
|
- |
5.7KNew |
$295K - $312K
|
5.7K
$313K
|
|
|
Nov 12, 2025
Q3 2025
|
Black Swift Group, LLC
Boulder, CO |
BUY
|
- |
5.63KNew |
$291K - $308K
|
5.63K
$309K
|
|
|
Nov 12, 2025
Q3 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
5.61K+ 40.25% |
$290K - $307K
|
19.5K
$1.07M
|
|
|
Nov 12, 2025
Q3 2025
|
Seeds Investor LLC
New York, NY |
BUY
|
- |
5.4KNew |
$279K - $295K
|
5.4K
$296K
|
|
|
Oct 07, 2025
Q3 2025
|
Ignite Planners, LLC
|
BUY
|
- |
5.14KNew |
$266K - $281K
|
5.14K
$282K
|
|
|
Oct 23, 2025
Q3 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
4.63K+ 46.37% |
$239K - $253K
|
14.6K
$801K
|
|
|
Nov 10, 2025
Q3 2025
|
Quantum Private Wealth, LLC
Lake Forest, IL |
BUY
|
- |
4.4KNew |
$227K - $241K
|
4.4K
$241K
|
|
|
Oct 09, 2025
Q3 2025
|
Legacy Solutions, LLC
Kennett Square, PA |
BUY
|
- |
4.36KNew |
$226K - $239K
|
4.36K
$239K
|
|
|
Nov 04, 2025
Q3 2025
|
Holistic Planning, LLC
Nacogdoches, TX |
BUY
|
- |
4.3KNew |
$222K - $235K
|
4.3K
$236K
|
|
|
Oct 15, 2025
Q3 2025
|
Founders Financial Securities LLC
|
BUY
|
- |
4.25K+ 24.41% |
$220K - $233K
|
21.7K
$1.19M
|