Purchases and Sales Made in Q1 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 Q1 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 |
|---|---|---|---|---|---|---|---|
|
May 15, 2025
Q1 2025
|
Stone X Group Inc.
|
SELL
|
- |
-3K- 10.82% |
$121K - $130K
|
24.7K
$1.1M
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-3.22K- 2.11% |
$130K - $139K
|
150K
$6.65M
|
|
|
May 14, 2025
Q1 2025
|
Reap Financial Group, LLC
Austin, TX |
SELL
|
- |
-3.66K- 2.12% |
$148K - $158K
|
169K
$7.52M
|
|
|
Apr 29, 2025
Q1 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-3.93K- 42.74% |
$159K - $169K
|
5.26K
$233K
|
|
|
Apr 10, 2025
Q1 2025
|
Beacon Financial Group
|
SELL
|
- |
-4.03K- 25.77% |
$163K - $174K
|
11.6K
$515K
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
SELL
|
- |
-4.09K- 2.65% |
$165K - $177K
|
150K
$6.67M
|
|
|
May 07, 2025
Q1 2025
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-4.23K- 33.16% |
$171K - $183K
|
8.53K
$379K
|
|
|
Apr 15, 2025
Q1 2025
|
Spectrum Asset Management, Inc.
|
SELL
|
- |
-5K- 45.58% |
$202K - $216K
|
5.97K
$265K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-6.28KClosed |
$254K - $271K
|
0
$0
|
|
|
May 09, 2025
Q1 2025
|
Ogorek Anthony Joseph
|
SELL
|
- |
-6.87K- 0.89% |
$278K - $297K
|
763K
$33.9M
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
SELL
|
- |
-7.42K- 13.22% |
$300K - $320K
|
48.7K
$2.16M
|
|
|
Apr 29, 2025
Q1 2025
|
Smart Wealth LLC
Omaha, NE |
SELL
|
- |
-8.35K- 20.15% |
$338K - $360K
|
33.1K
$1.47M
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-11K- 39.87% |
$447K - $477K
|
16.7K
$740K
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
SELL
|
- |
-11.8K- 10.67% |
$477K - $509K
|
98.7K
$4.38M
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-12.2K- 11.62% |
$495K - $528K
|
93K
$4.13M
|
|
|
Apr 24, 2025
Q1 2025
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-14.8K- 33.67% |
$597K - $637K
|
29.1K
$1.29M
|
|
|
Apr 29, 2025
Q1 2025
|
Wood Tarver Financial Group, LLC
Boise, ID |
SELL
|
- |
-20.3K- 31.13% |
$822K - $878K
|
45K
$2M
|
|
|
May 08, 2025
Q1 2025
|
Armis Advisers, LLC
Atlanta, GA |
SELL
|
- |
-21.2K- 10.68% |
$857K - $915K
|
177K
$7.87M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
SELL
|
- |
-21.7K- 12.47% |
$876K - $935K
|
152K
$6.75M
|
|
|
May 05, 2025
Q1 2025
|
Ignite Planners, LLC
|
SELL
|
- |
-25.3K- 13.27% |
$1.02M - $1.09M
|
165K
$7.33M
|
|
|
May 29, 2025
Q1 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
SELL
|
- |
-29K- 22.4% |
$1.17M - $1.25M
|
100K
$4.46M
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-49.5K- 80.17% |
$2M - $2.14M
|
12.3K
$544K
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-147K- 35.81% |
$5.95M - $6.35M
|
264K
$11.7M
|
|
|
Apr 28, 2025
Q1 2025
|
Smart Money Group LLC
|
SELL
|
- |
-149K- 88.98% |
$6.01M - $6.42M
|
18.4K
$818K
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-343K- 65.28% |
$13.9M - $14.8M
|
183K
$8.11M
|