Latest Institutional Transactions on First Tr Exch Trd Fd Viii Ft C (DJUL)
This table provides information on the latest institutional transactions involving First Tr Exch Trd Fd Viii Ft C (DJUL) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 06, 2025
Q3 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
13.6K+ 53.47% |
$602K - $634K
|
38.9K
$1.82M
|
|
|
Nov 05, 2025
Q3 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
7.08KNew |
$314K - $331K
|
7.08K
$331K
|
|
|
Nov 05, 2025
Q3 2025
|
Reap Financial Group, LLC
Austin, TX |
SELL
|
- |
-18.8K- 11.8% |
$834K - $877K
|
140K
$6.57M
|
|
|
Nov 05, 2025
Q3 2025
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
6.02KNew |
$267K - $281K
|
6.02K
$282K
|
|
|
Nov 05, 2025
Q3 2025
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-445- 3.92% |
$19.8K - $20.8K
|
10.9K
$511K
|
|
|
Nov 05, 2025
Q3 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
16.6KNew |
$738K - $776K
|
16.6K
$778K
|
|
|
Nov 04, 2025
Q3 2025
|
Holistic Planning, LLC
Nacogdoches, TX |
BUY
|
- |
4.97K+ 86.43% |
$220K - $232K
|
10.7K
$501K
|
|
|
Nov 04, 2025
Q3 2025
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-715- 13.58% |
$31.7K - $33.4K
|
4.55K
$213K
|
|
|
Nov 04, 2025
Q3 2025
|
Grantvest Financial Group LLC
Matawan, NJ |
SELL
|
- |
-1.42K- 21.74% |
$63.2K - $66.5K
|
5.13K
$240K
|
|
|
Nov 04, 2025
Q3 2025
|
Ogorek Anthony Joseph
|
SELL
|
- |
-8.09K- 1.17% |
$359K - $378K
|
686K
$32.1M
|
|
|
Nov 04, 2025
Q3 2025
|
Buck Wealth Strategies, LLC
Denver, CO |
BUY
|
- |
600+ 4.68% |
$26.6K - $28K
|
13.4K
$628K
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
8.47K+ 5.06% |
$376K - $396K
|
176K
$8.24M
|
|
|
Nov 03, 2025
Q3 2025
|
Truist Financial Corp
|
SELL
|
- |
-6.75K- 4.51% |
$300K - $315K
|
143K
$6.69M
|
|
|
Nov 03, 2025
Q3 2025
|
Arbor Capital Management Inc
Anchorage, AK |
SELL
|
- |
-198- 2.68% |
$8.79K - $9.25K
|
7.2K
$337K
|
|
|
Nov 03, 2025
Q3 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
4.12K+ 767.6% |
$183K - $193K
|
4.66K
$218K
|
|
|
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 31, 2025
Q3 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
19.6KNew |
$869K - $914K
|
19.6K
$916K
|
|
|
Oct 29, 2025
Q3 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-2.15K- 15.42% |
$95.5K - $100K
|
11.8K
$552K
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
2.8K+ 25.6% |
$124K - $131K
|
13.7K
$643K
|
|
|
Oct 27, 2025
Q3 2025
|
Hartford Financial Management Inc.
|
SELL
|
- |
-97.5K- 66.21% |
$4.33M - $4.56M
|
49.8K
$2.33M
|
|
|
Oct 23, 2025
Q3 2025
|
Spire Wealth Management
|
SELL
|
- |
-5.62K- 12.89% |
$249K - $262K
|
38K
$1.78M
|
|
|
Oct 23, 2025
Q3 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
6.43KNew |
$286K - $301K
|
6.43K
$301K
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-4.08K- 6.5% |
$181K - $191K
|
58.7K
$2.75M
|
|
|
Oct 22, 2025
Q3 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
1.1KNew |
$48.8K - $51.4K
|
1.1K
$51.5K
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
3.86KNew |
$171K - $180K
|
3.86K
$181K
|
|
|
Oct 21, 2025
Q3 2025
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
SELL
|
- |
-1K- 0.67% |
$44.6K - $46.9K
|
148K
$6.93M
|
|
|
Oct 20, 2025
Q3 2025
|
Life Wealth Investments, LLC
Winter Garden, FL |
SELL
|
- |
-5.41K- 6.57% |
$240K - $253K
|
76.9K
$3.6M
|
|
|
Oct 16, 2025
Q3 2025
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
BUY
|
- |
62.7KNew |
$2.78M - $2.93M
|
62.7K
$2.93M
|
|
|
Oct 15, 2025
Q3 2025
|
Founders Financial Securities LLC
|
BUY
|
- |
30.8K+ 41.39% |
$1.37M - $1.44M
|
105K
$4.93M
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
BUY
|
- |
12.1K+ 12.52% |
$537K - $565K
|
109K
$5.09M
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-4.08K- 30.69% |
$181K - $190K
|
9.2K
$431K
|
|
|
Oct 10, 2025
Q3 2025
|
Falcon Wealth Planning
|
BUY
|
- |
20.4KNew |
$905K - $952K
|
20.4K
$954K
|
|
|
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 08, 2025
Q3 2025
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
9.18KNew |
$408K - $429K
|
9.18K
$430K
|
|
|
Oct 07, 2025
Q3 2025
|
Ignite Planners, LLC
|
SELL
|
- |
-4.42K- 2.69% |
$196K - $206K
|
160K
$7.49M
|
|
| Q2 2025 | |||||||
|
Nov 21, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-269- 50.37% |
$10.3K - $11.9K
|
265
$12.4K
|
|
|
Aug 29, 2025
Q2 2025
|
Evolution Wealth Management Inc.
Fort Myers, FL |
BUY
|
- |
11.4KNew |
$435K - $504K
|
11.4K
$531K
|
|
|
Aug 14, 2025
Q2 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-415- 2.49% |
$15.9K - $18.4K
|
16.2K
$760K
|
|
|
Aug 14, 2025
Q2 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
4.09KNew |
$156K - $181K
|
4.09K
$191K
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
BUY
|
- |
3.56K+ 55.56% |
$136K - $158K
|
9.97K
$466K
|
|
|
Aug 14, 2025
Q2 2025
|
Schwallier Wealth Management LLC
Grand Rapids, MI |
SELL
|
- |
-11.6KClosed |
$445K - $516K
|
0
$0
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 12, 2025
Q2 2025
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
37.3KNew |
$1.43M - $1.66M
|
37.3K
$1.75M
|
|
|
Aug 11, 2025
Q2 2025
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
SELL
|
- |
-310- 4.64% |
$11.9K - $13.8K
|
6.36K
$298K
|
|
|
Aug 08, 2025
Q2 2025
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-5.47K- 16.87% |
$209K - $243K
|
27K
$1.26M
|
|
|
Aug 08, 2025
Q2 2025
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
BUY
|
- |
7.8K+ 75.38% |
$299K - $346K
|
18.1K
$850K
|
|
|
Aug 04, 2025
Q2 2025
|
Arkadios Wealth Advisors
|
SELL
|
- |
-800- 6.15% |
$30.6K - $35.5K
|
12.2K
$571K
|
|
|
Aug 01, 2025
Q2 2025
|
Ferguson Shapiro LLC
|
SELL
|
- |
-236- 0.94% |
$9.04K - $10.5K
|
25K
$1.17M
|
|
|
Jul 28, 2025
Q2 2025
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-192- 1.55% |
$7.35K - $8.53K
|
12.2K
$569K
|
|