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 105 institutions that hold shares in the stock, with a total of 4.65 Million shares, which have been reported (via 13F filing form) to have a value of $198 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Stone X Group Inc.
|
Nov 12, 2024 Q3 2024 |
27,944
shares
|
$1.19 Million
0.1% of portfolio
|
Q3 2024
New holding
|
|
|
Ferguson Shapiro LLC
|
Oct 09, 2024 Q3 2024 |
25,413
shares
|
$1.08 Million
0.64% of portfolio
|
Q3 2024
New holding
|
|
|
Clear Creek Financial Management, LLC
|
Oct 29, 2024 Q3 2024 |
24,740
shares
|
$1.05 Million
0.12% of portfolio
|
Q3 2024
Added 24.04%
|
|
|
Claro Advisors LLC
Boston, MA |
Nov 07, 2024 Q3 2024 |
22,746
shares
|
$968,524
0.13% of portfolio
|
Q3 2024
Reduced 18.27%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Oct 23, 2024 Q3 2024 |
22,576
shares
|
$961,286
0.1% of portfolio
|
Q3 2024
New holding
|
|
|
Lunt Capital Management, Inc.
Holladay, UT |
Oct 24, 2024 Q3 2024 |
22,576
shares
|
$961,286
0.44% of portfolio
|
Q3 2024
New holding
|
|
|
Ifp Advisors, Inc
|
Jul 30, 2024 Q2 2024 |
22,326
shares
|
$950,641
0.04% of portfolio
|
Q2 2024
Reduced -0.0%
|
|
|
Beacon Financial Group
|
Nov 12, 2024 Q3 2024 |
21,836
shares
|
$929,776
0.1% of portfolio
|
Q3 2024
New holding
|
|
|
Integrity Financial Corp
|
Oct 21, 2024 Q3 2024 |
21,682
shares
|
$923,219
0.56% of portfolio
|
Q3 2024
Added 156.26%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 04, 2024 Q3 2024 |
20,513
shares
|
$873,443
0.03% of portfolio
|
Q3 2024
Reduced 33.26%
|
|
|
Pinnacle Wealth Planning Services, Inc.
|
Nov 13, 2024 Q3 2024 |
20,262
shares
|
$862,755
0.11% of portfolio
|
Q3 2024
Reduced 8.3%
|
|
|
Sequent Planning LLC
Omaha, NE |
Nov 14, 2024 Q3 2024 |
19,563
shares
|
$832,992
0.28% of portfolio
|
Q3 2024
Added 172.09%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
19,560
shares
|
$832,864
0.0% of portfolio
|
Q3 2024
Reduced 15.95%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Nov 14, 2024 Q3 2024 |
17,892
shares
|
$761,841
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Avantax Advisory Services, Inc.
|
Nov 13, 2024 Q3 2024 |
17,462
shares
|
$743,531
0.0% of portfolio
|
Q3 2024
Reduced 25.88%
|
|
|
Smart Wealth LLC
Omaha, NE |
Dec 13, 2024 Q3 2024 |
16,913
shares
|
$720,155
0.27% of portfolio
|
Q3 2024
Added 33.04%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2024 Q3 2024 |
16,708
shares
|
$711,426
0.0% of portfolio
|
Q2 2024
Reduced 5.65%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
16,650
shares
|
$708,957
0.12% of portfolio
|
Q3 2024
Added 160.16%
|
|
|
First Heartland Consultants, Inc.
|
Nov 05, 2024 Q3 2024 |
15,894
shares
|
$676,766
0.07% of portfolio
|
Q3 2024
Reduced 90.81%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Oct 25, 2024 Q3 2024 |
14,053
shares
|
$598,376
0.02% of portfolio
|
Q3 2024
Added 16.49%
|
|
|
Prosperity Consulting Group, LLC
|
Oct 15, 2024 Q3 2024 |
13,600
shares
|
$579,088
0.04% of portfolio
|
Q3 2024
Added 7.56%
|
|
|
Epg Wealth Management LLC
Atlanta, GA |
Nov 13, 2024 Q3 2024 |
13,000
shares
|
$553,540
0.14% of portfolio
|
Q3 2024
New holding
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Oct 25, 2024 Q3 2024 |
12,602
shares
|
$536,593
0.03% of portfolio
|
Q3 2024
Added 17.16%
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
11,213
shares
|
$477,449
0.0% of portfolio
|
Q3 2024
Added 0.07%
|
|
|
Spectrum Asset Management, Inc.
|
Oct 22, 2024 Q3 2024 |
10,970
shares
|
$467,102
0.19% of portfolio
|
Q3 2024
New holding
|