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 116 institutions that hold shares in the stock, with a total of 5.59 Million shares, which have been reported (via 13F filing form) to have a value of $228 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Schwallier Wealth Management LLC
Grand Rapids, MI |
Feb 14, 2025 Q4 2024 |
7,030
shares
|
$286,402
0.22% of portfolio
|
Q4 2024
Reduced 26.23%
|
|
|
Orion Portfolio Solutions, LLC
|
Feb 12, 2025 Q4 2024 |
6,808
shares
|
$277,357
0.0% of portfolio
|
Q4 2024
Reduced 0.18%
|
|
|
Grantvest Financial Group LLC
Matawan, NJ |
Feb 11, 2025 Q4 2024 |
6,700
shares
|
$272,958
0.31% of portfolio
|
Q4 2024
New holding
|
|
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
Dec 12, 2024 Q3 2024 |
6,674
shares
|
$271,898
0.11% of portfolio
|
Q2 2024
New holding
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
6,638
shares
|
$270,432
0.01% of portfolio
|
Q3 2021
Added 69.98%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
6,582
shares
|
$268,150
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Feb 13, 2025 Q4 2024 |
6,275
shares
|
$255,643
0.02% of portfolio
|
Q3 2023
New holding
|
|
|
Jim Saulnier & Associates, LLC
Fort Collins, CO |
Jan 22, 2025 Q4 2024 |
6,131
shares
|
$249,776
0.22% of portfolio
|
Q3 2024
New holding
|
|
|
Mtm Investment Management, LLC
Spartanburg, SC |
Jan 29, 2025 Q4 2024 |
6,000
shares
|
$244,440
0.1% of portfolio
|
Q3 2024
Added 500.0%
|
|
|
Eudaimonia Partners, LLC
Winchester, TN |
Apr 25, 2024 Q1 2024 |
5,901
shares
|
$240,406
0.05% of portfolio
|
Q2 2023
New holding
|
|
|
Inspire Advisors, LLC
Meridian, ID |
Feb 07, 2025 Q4 2024 |
5,700
shares
|
$232,218
0.03% of portfolio
|
Q4 2023
New holding
|
|
|
Wmg Financial Advisors, LLC
|
Feb 06, 2025 Q4 2024 |
5,641
shares
|
$229,814
0.11% of portfolio
|
Q3 2024
New holding
|
|
|
Holistic Planning, LLC
Nacogdoches, TX |
Jan 24, 2025 Q4 2024 |
5,636
shares
|
$229,610
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
Essex Financial Services, Inc.
|
Jan 29, 2025 Q4 2024 |
5,565
shares
|
$226,718
0.02% of portfolio
|
Q3 2024
Added 7.74%
|
|
|
Cambridge Advisors Inc.
|
Jan 16, 2025 Q4 2024 |
5,548
shares
|
$226,025
0.05% of portfolio
|
Q4 2024
Reduced 8.27%
|
|
|
Meridian Wealth Management, LLC
|
Feb 06, 2025 Q4 2024 |
5,210
shares
|
$212,255
0.01% of portfolio
|
Q3 2024
Reduced 24.16%
|
|
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
Jan 30, 2025 Q4 2024 |
5,137
shares
|
$209,281
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Five Pine Wealth Management
Coeur D Alene, ID |
Jan 23, 2025 Q4 2024 |
5,059
shares
|
$206,103
0.18% of portfolio
|
Q4 2024
New holding
|
|
|
Advyzon Investment Management, LLC
Lisle, IL |
Feb 03, 2025 Q4 2024 |
5,015
shares
|
$204,311
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Hrt Financial LP
New York, NY |
Feb 14, 2025 Q4 2024 |
4,983
shares
|
$203,007
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Per Stirling Capital Management, Llc.
Austin, TX |
Feb 13, 2025 Q4 2024 |
4,971
shares
|
$202,518
0.03% of portfolio
|
Q4 2024
Reduced 1.35%
|
|
|
Brookstone Capital Management
|
Jan 13, 2025 Q4 2024 |
4,842
shares
|
$197,263
0.0% of portfolio
|
Q4 2024
Reduced 0.72%
|
|
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
Jan 21, 2025 Q4 2024 |
4,085
shares
|
$166,422
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Larson Financial Group LLC
|
Feb 07, 2025 Q4 2024 |
3,472
shares
|
$141,449
0.01% of portfolio
|
Q3 2024
Added 875.28%
|
|
|
Strategic Asset Management, LLC
|
Nov 01, 2022 Q3 2022 |
3,274
shares
|
$133,382
0.17% of portfolio
|
Q3 2022
Added 89.25%
|