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 |
|---|---|---|---|---|---|
|
Ae Wealth Management LLC
|
Nov 03, 2025 Q3 2025 |
4,659
shares
|
$218,087
0.0% of portfolio
|
Q3 2025
Added 767.6%
|
|
|
Meridian Wealth Management, LLC
|
Nov 04, 2025 Q3 2025 |
4,550
shares
|
$212,985
0.01% of portfolio
|
Q3 2025
Reduced 13.58%
|
|
|
Barclays PLC
London, X0 |
Nov 12, 2025 Q3 2025 |
4,149
shares
|
$194,214
0.0% of portfolio
|
Q3 2025
Reduced 9.59%
|
|
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
Jan 21, 2025 Q4 2024 |
4,085
shares
|
$191,218
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Aug 14, 2025 Q2 2025 |
4,085
shares
|
$191,218
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Global Retirement Partners, LLC
|
Oct 21, 2025 Q3 2025 |
3,858
shares
|
$180,592
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Advisory Services Network, LLC
|
Nov 18, 2025 Q3 2025 |
3,316
shares
|
$155,221
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Strategic Asset Management, LLC
|
Nov 01, 2022 Q3 2022 |
3,274
shares
|
$153,255
0.17% of portfolio
|
Q3 2022
Added 89.25%
|
|
|
Triumph Capital Management
|
Nov 14, 2025 Q3 2025 |
2,600
shares
|
$121,706
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Allworth Financial LP
|
Dec 02, 2025 Q3 2025 |
1,658
shares
|
$77,610
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Soa Wealth Advisors, Llc.
|
Oct 21, 2025 Q3 2025 |
1,423
shares
|
$66,610
0.01% of portfolio
|
Q3 2024
Added 351.75%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
1,280
shares
|
$59,916
0.0% of portfolio
|
Q3 2023
Added 49.71%
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Nov 10, 2025 Q3 2025 |
1,198
shares
|
$56,078
0.0% of portfolio
|
Q3 2025
Reduced 50.04%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Oct 21, 2025 Q3 2025 |
1,145
shares
|
$53,597
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Geneos Wealth Management Inc.
|
Oct 22, 2025 Q3 2025 |
1,100
shares
|
$51,491
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Nov 12, 2025 Q3 2025 |
972
shares
|
$45,499
0.0% of portfolio
|
Q3 2025
Added 341.82%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Oct 22, 2025 Q3 2025 |
960
shares
|
$44,937
0.0% of portfolio
|
Q3 2025
Reduced 23.08%
|
|
|
Larson Financial Group LLC
|
Nov 14, 2025 Q3 2025 |
752
shares
|
$35,201
0.0% of portfolio
|
Q3 2025
Reduced 21.99%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Nov 13, 2025 Q3 2025 |
750
shares
|
$35,107
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Creative Financial Designs Inc
|
Nov 12, 2025 Q3 2025 |
707
shares
|
$33,094
0.0% of portfolio
|
Q3 2025
Added 26.02%
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Nov 14, 2025 Q3 2025 |
700
shares
|
$32,767
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Newbridge Financial Services Group, Inc.
|
Nov 13, 2025 Q3 2025 |
630
shares
|
$29,490
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2025 Q3 2025 |
534
shares
|
$24,996
0.0% of portfolio
|
Q2 2025
Reduced 50.37%
|
|
|
Topsail Wealth Management, LLC
Charlotte, NC |
Nov 04, 2025 Q3 2025 |
500
shares
|
$23,405
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2025 Q3 2025 |
205
shares
|
$9,596
0.0% of portfolio
|
Q3 2024
New holding
|
|