Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 23, 2026
Q4 2025
|
Assetmark, Inc
|
BUY
|
- |
30.7K+ 15.26% |
$1.66M - $1.7M
|
232K
$12.7M
|
|
|
Jan 15, 2026
Q4 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
6.34KNew |
$343K - $352K
|
6.34K
$348K
|
|
|
Jan 12, 2026
Q4 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
5.75K+ 67.15% |
$311K - $319K
|
14.3K
$786K
|
|
|
Jan 23, 2026
Q4 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
590+ 11.87% |
$31.9K - $32.7K
|
5.56K
$305K
|
|
|
Jan 13, 2026
Q4 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
320+ 2.45% |
$17.3K - $17.7K
|
13.4K
$735K
|
|
|
Jan 05, 2026
Q4 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
294+ 3.75% |
$15.9K - $16.3K
|
8.14K
$447K
|
|
|
Jan 07, 2026
Q4 2025
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
97+ 1.87% |
$5.24K - $5.38K
|
5.29K
$290K
|
|
|
Jan 20, 2026
Q4 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
94+ 1.51% |
$5.08K - $5.21K
|
6.33K
$347K
|
|
|
Jan 22, 2026
Q4 2025
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-114- 1.04% |
$6.16K - $6.32K
|
10.9K
$596K
|
|
|
Jan 23, 2026
Q4 2025
|
Ogorek Anthony Joseph
|
SELL
|
- |
-167- 5.95% |
$9.03K - $9.26K
|
2.64K
$145K
|
|
|
Jan 07, 2026
Q4 2025
|
Wespac Advisors So Cal, LLC
|
SELL
|
- |
-585- 11.35% |
$31.6K - $32.4K
|
4.57K
$251K
|
|
|
Jan 23, 2026
Q4 2025
|
Hbw Advisory Services LLC
|
SELL
|
- |
-605- 10.61% |
$32.7K - $33.6K
|
5.1K
$280K
|
|
|
Jan 20, 2026
Q4 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-1.01K- 10.32% |
$54.5K - $56K
|
8.77K
$481K
|
|
|
Jan 12, 2026
Q4 2025
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-1.01K- 8.98% |
$54.6K - $56K
|
10.2K
$561K
|
|
|
Jan 21, 2026
Q4 2025
|
Mbl Wealth, LLC
Charlotte, NC |
SELL
|
- |
-1.56K- 1.63% |
$84.3K - $86.5K
|
94.1K
$5.16M
|
|
|
Jan 15, 2026
Q4 2025
|
Brookstone Capital Management
|
SELL
|
- |
-1.76K- 14.89% |
$94.9K - $97.4K
|
10K
$550K
|
|
|
Jan 20, 2026
Q4 2025
|
Bam Wealth Management, LLC
Lakewood, CO |
SELL
|
- |
-10.3K- 11.35% |
$554K - $569K
|
80.1K
$4.39M
|
|
|
Jan 08, 2026
Q4 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-11.8K- 45.28% |
$640K - $656K
|
14.3K
$784K
|
|
|
Jan 13, 2026
Q4 2025
|
Synergy Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-47K- 59.57% |
$2.54M - $2.61M
|
31.9K
$1.75M
|
|