Purchases and Sales Made in Q4 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 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 20, 2026
Q4 2025
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
15.1KNew |
$699K - $713K
|
15.1K
$707K
|
|
|
Jan 21, 2026
Q4 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
5.64KNew |
$261K - $266K
|
5.64K
$264K
|
|
|
Jan 21, 2026
Q4 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
1.46K+ 20.68% |
$67.8K - $69.1K
|
8.54K
$400K
|
|
|
Jan 21, 2026
Q4 2025
|
Five Pine Wealth Management
Coeur D Alene, ID |
SELL
|
- |
-20- 0.34% |
$926 - $945
|
5.85K
$274K
|
|
|
Jan 13, 2026
Q4 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-43- 4.48% |
$1.99K - $2.03K
|
917
$42.9K
|
|
|
Jan 23, 2026
Q4 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-1.67K- 18.18% |
$77.5K - $79K
|
7.53K
$352K
|
|
|
Jan 09, 2026
Q4 2025
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-3.1K- 30.67% |
$144K - $146K
|
7.01K
$328K
|
|
|
Jan 14, 2026
Q4 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
SELL
|
- |
-5.45K- 8.05% |
$253K - $258K
|
62.3K
$2.92M
|
|
|
Jan 23, 2026
Q4 2025
|
Lunt Capital Management, Inc.
Holladay, UT |
SELL
|
- |
-15.1K- 66.86% |
$699K - $713K
|
7.48K
$350K
|
|
|
Jan 21, 2026
Q4 2025
|
Hartford Financial Management Inc.
|
SELL
|
- |
-22.5K- 45.28% |
$1.04M - $1.06M
|
27.2K
$1.27M
|
|
|
Jan 23, 2026
Q4 2025
|
Ogorek Anthony Joseph
|
SELL
|
- |
-50K- 7.29% |
$2.32M - $2.36M
|
636K
$29.8M
|
|
|
Jan 05, 2026
Q4 2025
|
Foguth Wealth Management, Llc.
Brighton, MI |
SELL
|
- |
-159K- 58.33% |
$7.38M - $7.53M
|
114K
$5.33M
|
|