Ep Wealth Advisors, LLC First Tr Exch Trd Fd Viii Ft C Transaction History

Ep Wealth Advisors, LLC

$14.6 Billion
Q2 2025

A detailed history of Ep Wealth Advisors, LLC transactions in First Tr Exch Trd Fd Viii Ft C stock. As of the latest transaction made, Ep Wealth Advisors, LLC holds 4,085 shares of DJUL stock, worth $190,646. This represents 0.0% of its overall portfolio holdings.

Number of Shares

4,085

Holding current value

$190,646

% of portfolio

0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2025 Aug 14, 2025	BUY	$38.3 - $44.42 $156,455 - $181,455	4,085 New	4,085 $181,000

Others Institutions Holding DJUL

# of Institutions

114

Shares Held

4.87M

Call Options Held

Put Options Held

Ogorek Anthony Joseph

694K
Shares

$32.4 Million
9.52% of portfolio
Foguth Wealth Management, Llc. Brighton, MI

273K
Shares

$12.8 Million
2.6% of portfolio
Raymond James & Associates St Petersburg, FL

259K
Shares

$12.1 Million
0.01% of portfolio
Raymond James Financial Inc St. Petersburg, FL

248K
Shares

$11.6 Million
0.0% of portfolio
Advisor Group Holdings, Inc. Phoenix, AZ

244K
Shares

$11.4 Million
0.02% of portfolio

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About FIRST TR EXCH-TRD FD VIII FT C

Ticker DJUL
Sector Technology

More about DJUL

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Ep Wealth Advisors, LLC First Tr Exch Trd Fd Viii Ft C Transaction History