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 04, 2025
Q3 2025
|
Buck Wealth Strategies, LLC
Denver, CO |
BUY
|
- |
600+ 4.68% |
$26.6K - $28K
|
13.4K
$628K
|
|
|
Nov 12, 2025
Q3 2025
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
581+ 11.81% |
$25.8K - $27.1K
|
5.5K
$258K
|
|
|
Nov 07, 2025
Q3 2025
|
Essex Financial Services, Inc.
|
BUY
|
- |
320+ 5.75% |
$14.2K - $15K
|
5.89K
$275K
|
|
|
Nov 14, 2025
Q3 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
269+ 101.51% |
$11.9K - $12.6K
|
534
$25K
|
|
|
Nov 14, 2025
Q3 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
209+ 3.55% |
$9.28K - $9.76K
|
6.1K
$286K
|
|
|
Nov 12, 2025
Q3 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
146+ 26.02% |
$6.48K - $6.82K
|
707
$33.1K
|
|
|
Nov 20, 2025
Q3 2025
|
Centaurus Financial, Inc.
|
SELL
|
- |
-31- 0.4% |
$1.38K - $1.45K
|
7.7K
$360K
|
|
|
Nov 03, 2025
Q3 2025
|
Arbor Capital Management Inc
Anchorage, AK |
SELL
|
- |
-198- 2.68% |
$8.79K - $9.25K
|
7.2K
$337K
|
|
|
Nov 14, 2025
Q3 2025
|
Larson Financial Group LLC
|
SELL
|
- |
-212- 21.99% |
$9.41K - $9.9K
|
752
$35.2K
|
|
|
Oct 22, 2025
Q3 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-288- 23.08% |
$12.8K - $13.5K
|
960
$44.9K
|
|
|
Nov 14, 2025
Q3 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-337- 2.22% |
$15K - $15.7K
|
14.8K
$695K
|
|
|
Nov 12, 2025
Q3 2025
|
Barclays PLC
London, X0 |
SELL
|
- |
-440- 9.59% |
$19.5K - $20.6K
|
4.15K
$194K
|
|
|
Nov 05, 2025
Q3 2025
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-445- 3.92% |
$19.8K - $20.8K
|
10.9K
$511K
|
|
|
Nov 12, 2025
Q3 2025
|
Smart Money Group LLC
|
SELL
|
- |
-557- 3.86% |
$24.7K - $26K
|
13.9K
$650K
|
|
|
Nov 04, 2025
Q3 2025
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-715- 13.58% |
$31.7K - $33.4K
|
4.55K
$213K
|
|
|
Oct 21, 2025
Q3 2025
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
SELL
|
- |
-1K- 0.67% |
$44.6K - $46.9K
|
148K
$6.93M
|
|
|
Nov 10, 2025
Q3 2025
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-1.2K- 50.04% |
$53.3K - $56.1K
|
1.2K
$56.1K
|
|
|
Nov 04, 2025
Q3 2025
|
Grantvest Financial Group LLC
Matawan, NJ |
SELL
|
- |
-1.42K- 21.74% |
$63.2K - $66.5K
|
5.13K
$240K
|
|
|
Nov 14, 2025
Q3 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-2.09K- 0.85% |
$93K - $97.8K
|
246K
$11.5M
|
|
|
Oct 29, 2025
Q3 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-2.15K- 15.42% |
$95.5K - $100K
|
11.8K
$552K
|
|
|
Nov 07, 2025
Q3 2025
|
Smart Wealth LLC
Omaha, NE |
SELL
|
- |
-2.15K- 6.73% |
$95.6K - $101K
|
29.8K
$1.4M
|
|
|
Nov 07, 2025
Q3 2025
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-2.19K- 21.9% |
$97.2K - $102K
|
7.81K
$366K
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-4.08K- 30.69% |
$181K - $190K
|
9.2K
$431K
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-4.08K- 6.5% |
$181K - $191K
|
58.7K
$2.75M
|
|
|
Oct 07, 2025
Q3 2025
|
Ignite Planners, LLC
|
SELL
|
- |
-4.42K- 2.69% |
$196K - $206K
|
160K
$7.49M
|
|
|
Nov 14, 2025
Q3 2025
|
Prosperity Consulting Group, LLC
|
SELL
|
- |
-4.45K- 36.59% |
$198K - $208K
|
7.72K
$361K
|
|
|
Dec 02, 2025
Q3 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-4.67K- 20.76% |
$207K - $218K
|
17.8K
$834K
|
|
|
Oct 20, 2025
Q3 2025
|
Life Wealth Investments, LLC
Winter Garden, FL |
SELL
|
- |
-5.41K- 6.57% |
$240K - $253K
|
76.9K
$3.6M
|
|
|
Oct 23, 2025
Q3 2025
|
Spire Wealth Management
|
SELL
|
- |
-5.62K- 12.89% |
$249K - $262K
|
38K
$1.78M
|
|
|
Nov 03, 2025
Q3 2025
|
Truist Financial Corp
|
SELL
|
- |
-6.75K- 4.51% |
$300K - $315K
|
143K
$6.69M
|
|
|
Nov 04, 2025
Q3 2025
|
Ogorek Anthony Joseph
|
SELL
|
- |
-8.09K- 1.17% |
$359K - $378K
|
686K
$32.1M
|
|
|
Nov 19, 2025
Q3 2025
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-18.5K- 42.26% |
$823K - $866K
|
25.3K
$1.19M
|
|
|
Nov 05, 2025
Q3 2025
|
Reap Financial Group, LLC
Austin, TX |
SELL
|
- |
-18.8K- 11.8% |
$834K - $877K
|
140K
$6.57M
|
|
|
Oct 06, 2025
Q3 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
SELL
|
- |
-20.4K- 23.13% |
$905K - $952K
|
67.7K
$3.17M
|
|
|
Nov 14, 2025
Q3 2025
|
Old Mission Capital LLC
|
SELL
|
- |
-36.4K- 81.88% |
$1.62M - $1.7M
|
8.07K
$378K
|
|
|
Oct 27, 2025
Q3 2025
|
Hartford Financial Management Inc.
|
SELL
|
- |
-97.5K- 66.21% |
$4.33M - $4.56M
|
49.8K
$2.33M
|
|