Institutional Ownership 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). We have compiled data on the 127 institutions that hold shares in the stock, with a total of 5.01 Million shares, which have been reported (via 13F filing form) to have a value of $234 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ogorek Anthony Joseph
|
Nov 04, 2025 Q3 2025 |
685,737
shares
|
$32.1 Million
9.16% of portfolio
|
Q3 2025
Reduced 1.17%
|
|
|
Foguth Wealth Management, Llc.
Brighton, MI |
Jul 22, 2025 Q2 2025 |
273,215
shares
|
$12.8 Million
2.6% of portfolio
|
Q2 2025
Added 43.67%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
267,255
shares
|
$12.5 Million
0.02% of portfolio
|
Q3 2025
Added 9.6%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
259,493
shares
|
$12.1 Million
0.01% of portfolio
|
Q3 2024
Added 142.7%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Nov 14, 2025 Q3 2025 |
245,579
shares
|
$11.5 Million
0.0% of portfolio
|
Q3 2025
Reduced 0.85%
|
|
|
Envestnet Asset Management Inc
|
Nov 04, 2025 Q3 2025 |
175,983
shares
|
$8.24 Million
0.0% of portfolio
|
Q3 2025
Added 5.06%
|
|
|
Ignite Planners, LLC
|
Oct 07, 2025 Q3 2025 |
159,987
shares
|
$7.49 Million
1.33% of portfolio
|
Q3 2025
Reduced 2.69%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
159,463
shares
|
$7.46 Million
0.01% of portfolio
|
Q3 2024
Added 32.43%
|
|
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
Oct 21, 2025 Q3 2025 |
147,972
shares
|
$6.93 Million
1.18% of portfolio
|
Q3 2025
Reduced 0.67%
|
|
|
Truist Financial Corp
|
Nov 03, 2025 Q3 2025 |
142,879
shares
|
$6.69 Million
0.01% of portfolio
|
Q3 2025
Reduced 4.51%
|
|
|
Reap Financial Group, LLC
Austin, TX |
Nov 05, 2025 Q3 2025 |
140,358
shares
|
$6.57 Million
1.42% of portfolio
|
Q3 2025
Reduced 11.8%
|
|
|
Hickory Asset Management, Inc.
Concord, OH |
Jul 22, 2025 Q2 2025 |
130,397
shares
|
$6.1 Million
4.79% of portfolio
|
Q2 2025
Reduced 1.75%
|
|
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
Nov 03, 2025 Q3 2025 |
127,316
shares
|
$5.96 Million
1.16% of portfolio
|
Q3 2025
New holding
|
|
|
Winnow Wealth LLC
Waco, TX |
Nov 03, 2025 Q3 2025 |
124,116
shares
|
$5.81 Million
4.57% of portfolio
|
Q3 2025
New holding
|
|
|
Cwm, LLC
|
Oct 15, 2025 Q3 2025 |
108,732
shares
|
$5.09 Million
0.02% of portfolio
|
Q3 2025
Added 12.52%
|
|
|
Founders Financial Securities LLC
|
Oct 15, 2025 Q3 2025 |
105,227
shares
|
$4.93 Million
0.36% of portfolio
|
Q3 2025
Added 41.39%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2025 Q3 2025 |
94,815
shares
|
$4.44 Million
0.02% of portfolio
|
Q3 2025
Added 3.33%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 14, 2025 Q3 2025 |
86,546
shares
|
$4.05 Million
0.01% of portfolio
|
Q3 2025
Added 5.34%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Nov 12, 2025 Q3 2025 |
81,218
shares
|
$3.8 Million
0.01% of portfolio
|
Q3 2025
Added 62.74%
|
|
|
Life Wealth Investments, LLC
Winter Garden, FL |
Oct 20, 2025 Q3 2025 |
76,907
shares
|
$3.6 Million
1.02% of portfolio
|
Q3 2025
Reduced 6.57%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 12, 2025 Q3 2025 |
72,485
shares
|
$3.39 Million
0.0% of portfolio
|
Q3 2025
Added 48.74%
|
|
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
Oct 06, 2025 Q3 2025 |
67,735
shares
|
$3.17 Million
2.23% of portfolio
|
Q3 2025
Reduced 23.13%
|
|
|
Wood Tarver Financial Group, LLC
Boise, ID |
Nov 13, 2025 Q3 2025 |
66,259
shares
|
$3.1 Million
0.91% of portfolio
|
Q3 2025
Added 52.66%
|
|
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
Oct 16, 2025 Q3 2025 |
62,684
shares
|
$2.93 Million
1.01% of portfolio
|
Q3 2025
New holding
|
|
|
Commonwealth Equity Services, LLC
|
Oct 22, 2025 Q3 2025 |
58,700
shares
|
$2.75 Million
0.0% of portfolio
|
Q3 2025
Reduced 6.5%
|
|