Purchases and Sales Made in Q3 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 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 03, 2025
Q3 2025
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
BUY
|
- |
127KNew |
$5.65M - $5.95M
|
127K
$5.96M
|
|
|
Nov 03, 2025
Q3 2025
|
Winnow Wealth LLC
Waco, TX |
BUY
|
- |
124KNew |
$5.51M - $5.8M
|
124K
$5.81M
|
|
|
Oct 16, 2025
Q3 2025
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
BUY
|
- |
62.7KNew |
$2.78M - $2.93M
|
62.7K
$2.93M
|
|
|
Nov 07, 2025
Q3 2025
|
Uniting Wealth Partners, LLC
Mission, KS |
BUY
|
- |
42.7KNew |
$1.9M - $1.99M
|
42.7K
$2M
|
|
|
Nov 12, 2025
Q3 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
31.3K+ 62.74% |
$1.39M - $1.46M
|
81.2K
$3.8M
|
|
|
Oct 15, 2025
Q3 2025
|
Founders Financial Securities LLC
|
BUY
|
- |
30.8K+ 41.39% |
$1.37M - $1.44M
|
105K
$4.93M
|
|
|
Nov 07, 2025
Q3 2025
|
Kovack Advisors, Inc.
|
BUY
|
- |
23.9KNew |
$1.06M - $1.12M
|
23.9K
$1.12M
|
|
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
23.8K+ 48.74% |
$1.05M - $1.11M
|
72.5K
$3.39M
|
|
|
Nov 14, 2025
Q3 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
23.4K+ 9.6% |
$1.04M - $1.09M
|
267K
$12.5M
|
|
|
Nov 13, 2025
Q3 2025
|
Wood Tarver Financial Group, LLC
Boise, ID |
BUY
|
- |
22.9K+ 52.66% |
$1.01M - $1.07M
|
66.3K
$3.1M
|
|
|
Nov 12, 2025
Q3 2025
|
1 St Source Bank
|
BUY
|
- |
20.5KNew |
$908K - $956K
|
20.5K
$958K
|
|
|
Oct 10, 2025
Q3 2025
|
Falcon Wealth Planning
|
BUY
|
- |
20.4KNew |
$905K - $952K
|
20.4K
$954K
|
|
|
Oct 31, 2025
Q3 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
19.6KNew |
$869K - $914K
|
19.6K
$916K
|
|
|
Nov 05, 2025
Q3 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
16.6KNew |
$738K - $776K
|
16.6K
$778K
|
|
|
Nov 06, 2025
Q3 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
13.6K+ 53.47% |
$602K - $634K
|
38.9K
$1.82M
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
BUY
|
- |
12.1K+ 12.52% |
$537K - $565K
|
109K
$5.09M
|
|
|
Nov 12, 2025
Q3 2025
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
11K+ 174.6% |
$488K - $514K
|
17.3K
$810K
|
|
|
Nov 12, 2025
Q3 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
9.97K+ 61.17% |
$443K - $466K
|
26.3K
$1.23M
|
|
|
Oct 08, 2025
Q3 2025
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
9.18KNew |
$408K - $429K
|
9.18K
$430K
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
8.47K+ 5.06% |
$376K - $396K
|
176K
$8.24M
|
|
|
Nov 05, 2025
Q3 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
7.08KNew |
$314K - $331K
|
7.08K
$331K
|
|
|
Nov 12, 2025
Q3 2025
|
Cottage Street Advisors LLC
|
BUY
|
- |
6.82KNew |
$303K - $318K
|
6.82K
$319K
|
|
|
Nov 07, 2025
Q3 2025
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
6.55KNew |
$291K - $306K
|
6.55K
$307K
|
|
|
Oct 23, 2025
Q3 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
6.43KNew |
$286K - $301K
|
6.43K
$301K
|
|
|
Nov 05, 2025
Q3 2025
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
6.02KNew |
$267K - $281K
|
6.02K
$282K
|
|
|
Nov 12, 2025
Q3 2025
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
5.89KNew |
$262K - $275K
|
5.89K
$276K
|
|
|
Nov 12, 2025
Q3 2025
|
Sequent Planning LLC
Omaha, NE |
BUY
|
- |
5.49KNew |
$244K - $256K
|
5.49K
$257K
|
|
|
Nov 14, 2025
Q3 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
5.11K+ 73.25% |
$227K - $239K
|
12.1K
$566K
|
|
|
Nov 13, 2025
Q3 2025
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
5.09KNew |
$226K - $238K
|
5.09K
$238K
|
|
|
Nov 14, 2025
Q3 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
5.08K+ 41.63% |
$226K - $237K
|
17.3K
$809K
|
|
|
Nov 04, 2025
Q3 2025
|
Holistic Planning, LLC
Nacogdoches, TX |
BUY
|
- |
4.97K+ 86.43% |
$220K - $232K
|
10.7K
$501K
|
|
|
Nov 14, 2025
Q3 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
4.39K+ 5.34% |
$195K - $205K
|
86.5K
$4.05M
|
|
|
Nov 03, 2025
Q3 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
4.12K+ 767.6% |
$183K - $193K
|
4.66K
$218K
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
3.86KNew |
$171K - $180K
|
3.86K
$181K
|
|
|
Nov 18, 2025
Q3 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
3.32KNew |
$147K - $155K
|
3.32K
$155K
|
|
|
Nov 13, 2025
Q3 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
3.06K+ 3.33% |
$136K - $143K
|
94.8K
$4.44M
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
2.8K+ 25.6% |
$124K - $131K
|
13.7K
$643K
|
|
|
Nov 14, 2025
Q3 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
2.65K+ 12.49% |
$118K - $124K
|
23.8K
$1.12M
|
|
|
Nov 14, 2025
Q3 2025
|
Triumph Capital Management
|
BUY
|
- |
2.6KNew |
$115K - $121K
|
2.6K
$122K
|
|
|
Nov 06, 2025
Q3 2025
|
Integrity Financial Corp
|
BUY
|
- |
2.45K+ 13.05% |
$109K - $115K
|
21.3K
$995K
|
|
|
Nov 10, 2025
Q3 2025
|
First Heartland Consultants, Inc.
|
BUY
|
- |
2.24K+ 28.39% |
$99.2K - $104K
|
10.1K
$473K
|
|
|
Nov 14, 2025
Q3 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
1.87K+ 24.64% |
$83.2K - $87.5K
|
9.47K
$443K
|
|
|
Nov 12, 2025
Q3 2025
|
Brinker Capital Investments, LLC
|
BUY
|
- |
1.67K+ 23.82% |
$74K - $77.9K
|
8.67K
$406K
|
|
|
Nov 10, 2025
Q3 2025
|
Advyzon Investment Management, LLC
Lisle, IL |
BUY
|
- |
1.66K+ 35.94% |
$73.7K - $77.6K
|
6.28K
$294K
|
|
|
Oct 09, 2025
Q3 2025
|
Five Pine Wealth Management
Coeur D Alene, ID |
BUY
|
- |
1.15K+ 24.33% |
$51K - $53.7K
|
5.87K
$275K
|
|
|
Oct 22, 2025
Q3 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
1.1KNew |
$48.8K - $51.4K
|
1.1K
$51.5K
|
|
|
Nov 12, 2025
Q3 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
752+ 341.82% |
$33.4K - $35.1K
|
972
$45.5K
|
|
|
Nov 13, 2025
Q3 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
750New |
$33.3K - $35K
|
750
$35.1K
|
|
|
Nov 14, 2025
Q3 2025
|
Stone X Group Inc.
|
BUY
|
- |
731+ 3.76% |
$32.5K - $34.2K
|
20.2K
$943K
|
|
|
Nov 12, 2025
Q3 2025
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
650+ 3.6% |
$28.9K - $30.4K
|
18.7K
$875K
|
|