Institutional Ownership First Tr Exch Trd Fd Viii Ft C (FJUL)
This table provides information about the institutional ownership of First Tr Exch Trd Fd Viii Ft C (FJUL). We have compiled data on the 153 institutions that hold shares in the stock, with a total of 7.57 Million shares, which have been reported (via 13F filing form) to have a value of $359 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
704,248
shares
|
$33.5 Million
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Envestnet Asset Management Inc
|
Feb 12, 2025 Q4 2024 |
488,186
shares
|
$23.2 Million
0.01% of portfolio
|
Q4 2024
Added 4.05%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
465,101
shares
|
$22.1 Million
0.01% of portfolio
|
Q3 2024
Added 68.76%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
404,869
shares
|
$19.3 Million
0.03% of portfolio
|
Q3 2024
Added 35.69%
|
|
|
Mc Carthy & Cox
Marysville, OH |
Jan 16, 2025 Q4 2024 |
389,416
shares
|
$18.5 Million
6.62% of portfolio
|
Q4 2024
Reduced 2.73%
|
|
|
Cwm, LLC
|
Feb 04, 2025 Q4 2024 |
380,619
shares
|
$18.1 Million
0.08% of portfolio
|
Q4 2024
Reduced 21.82%
|
|
|
Financial Services Advisory Inc
|
Feb 06, 2025 Q4 2024 |
335,235
shares
|
$16 Million
3.89% of portfolio
|
Q4 2024
Reduced 0.37%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Feb 13, 2025 Q4 2024 |
313,280
shares
|
$14.9 Million
0.03% of portfolio
|
Q4 2024
Reduced 0.95%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
244,502
shares
|
$11.6 Million
0.03% of portfolio
|
Q4 2024
Reduced 6.95%
|
|
|
Gds Wealth Management
|
Jan 24, 2025 Q4 2024 |
219,589
shares
|
$10.4 Million
0.99% of portfolio
|
Q4 2024
Added 9.81%
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
202,391
shares
|
$9.63 Million
0.01% of portfolio
|
Q4 2024
Reduced 7.68%
|
|
|
Steward Partners Investment Advisory, LLC
|
Feb 06, 2025 Q4 2024 |
172,326
shares
|
$8.2 Million
0.08% of portfolio
|
Q4 2024
Reduced 4.85%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
153,482
shares
|
$7.3 Million
0.25% of portfolio
|
Q4 2024
Reduced 22.41%
|
|
|
Armis Advisers, LLC
Atlanta, GA |
Feb 25, 2025 Q4 2024 |
134,773
shares
|
$6.41 Million
0.81% of portfolio
|
Q4 2024
New holding
|
|
|
Smart Wealth LLC
Omaha, NE |
Jan 28, 2025 Q4 2024 |
129,946
shares
|
$6.18 Million
2.26% of portfolio
|
Q4 2024
Reduced 12.4%
|
|
|
Stephens Inc
|
Jan 28, 2025 Q4 2024 |
128,380
shares
|
$6.11 Million
0.09% of portfolio
|
Q4 2024
Reduced 3.82%
|
|
|
Reap Financial Group, LLC
Austin, TX |
Feb 27, 2025 Q4 2024 |
122,907
shares
|
$5.85 Million
1.49% of portfolio
|
Q4 2024
Added 8.41%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Feb 14, 2025 Q4 2024 |
112,517
shares
|
$5.35 Million
0.02% of portfolio
|
Q4 2024
Reduced 7.38%
|
|
|
Mbl Wealth, LLC
Charlotte, NC |
Jan 08, 2025 Q3 2024 |
111,416
shares
|
$5.3 Million
0.62% of portfolio
|
Q3 2024
Added 7.52%
|
|
|
Assetmark, Inc
|
Feb 06, 2025 Q4 2024 |
99,229
shares
|
$4.72 Million
0.01% of portfolio
|
Q4 2024
Added 53.74%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
99,002
shares
|
$4.71 Million
0.0% of portfolio
|
Q4 2024
Added 11.62%
|
|
|
Novem Group
Rochester, NY |
Feb 14, 2025 Q4 2024 |
98,348
shares
|
$4.68 Million
0.7% of portfolio
|
Q4 2024
New holding
|
|
|
Kestra Advisory Services, LLC
|
Feb 10, 2025 Q4 2024 |
84,475
shares
|
$4.02 Million
0.02% of portfolio
|
Q4 2024
Added 1.89%
|
|
|
Keystone Wealth Services, LLC
|
Feb 06, 2025 Q4 2024 |
83,931
shares
|
$3.99 Million
1.17% of portfolio
|
Q4 2024
Reduced 1.81%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Feb 14, 2025 Q4 2024 |
81,836
shares
|
$3.89 Million
0.01% of portfolio
|
Q4 2024
Reduced 5.53%
|