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 146 institutions that hold shares in the stock, with a total of 6.83 Million shares, which have been reported (via 13F filing form) to have a value of $342 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Integrity Financial Corp
|
Oct 21, 2024 Q3 2024 |
21,698
shares
|
$1.09 Million
0.65% of portfolio
|
Q3 2024
Added 79.38%
|
|
|
Journey Strategic Wealth LLC
Summit, NJ |
Jan 24, 2025 Q4 2024 |
21,461
shares
|
$1.08 Million
0.04% of portfolio
|
Q4 2024
Added 14.58%
|
|
|
Ae Wealth Management LLC
|
Nov 14, 2024 Q3 2024 |
21,131
shares
|
$1.06 Million
0.01% of portfolio
|
Q3 2024
Added 33.19%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
20,918
shares
|
$1.05 Million
0.03% of portfolio
|
Q3 2020
Reduced 85.96%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Jan 22, 2025 Q4 2024 |
20,641
shares
|
$1.03 Million
0.08% of portfolio
|
Q4 2024
Added 98.66%
|
|
|
Accel Wealth Management
|
Jan 21, 2025 Q4 2024 |
20,400
shares
|
$1.02 Million
0.39% of portfolio
|
Q4 2024
Reduced 4.67%
|
|
|
Bouchey Financial Group LTD
|
Oct 24, 2024 Q3 2024 |
20,143
shares
|
$1.01 Million
0.09% of portfolio
|
Q3 2024
New holding
|
|
|
Oppenheimer & CO Inc
New York, NY |
Nov 05, 2024 Q3 2024 |
19,846
shares
|
$994,284
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Nov 08, 2024 Q3 2024 |
17,278
shares
|
$865,627
0.01% of portfolio
|
Q3 2024
Reduced 4.97%
|
|
|
Signature Securities Group Corporation
|
Nov 12, 2024 Q3 2024 |
16,754
shares
|
$839,375
0.21% of portfolio
|
Q3 2024
Reduced 5.36%
|
|
|
Sage Capital Advisors,Llc
|
Jan 10, 2025 Q4 2024 |
16,322
shares
|
$817,732
0.21% of portfolio
|
Q4 2024
Reduced 1.38%
|
|
|
Kestra Private Wealth Services, LLC
|
Nov 13, 2024 Q3 2024 |
15,835
shares
|
$793,333
0.01% of portfolio
|
Q3 2023
Added 147.62%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Nov 18, 2024 Q3 2024 |
15,202
shares
|
$761,620
0.08% of portfolio
|
Q3 2024
Added 1.27%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Jan 23, 2025 Q4 2024 |
15,020
shares
|
$752,502
0.05% of portfolio
|
Q4 2024
Reduced 11.93%
|
|
|
Brookstone Capital Management
|
Jan 13, 2025 Q4 2024 |
14,718
shares
|
$737,371
0.01% of portfolio
|
Q4 2024
Added 38.17%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 04, 2024 Q3 2024 |
14,384
shares
|
$720,638
0.02% of portfolio
|
Q3 2024
Reduced 14.35%
|
|
|
Family Wealth Group, LLC
Lexington, KY |
Nov 14, 2024 Q3 2024 |
13,651
shares
|
$683,915
0.71% of portfolio
|
Q3 2024
Added 47.67%
|
|
|
Soa Wealth Advisors, Llc.
|
Nov 20, 2024 Q3 2024 |
13,219
shares
|
$662,271
0.12% of portfolio
|
Q3 2024
Added 31.53%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2024 Q3 2024 |
12,799
shares
|
$641,229
0.0% of portfolio
|
Q3 2024
Reduced 8.12%
|
|
|
Dhjj Financial Advisors, Ltd.
|
Oct 22, 2024 Q3 2024 |
12,378
shares
|
$620,137
0.26% of portfolio
|
Q3 2024
Added 5.66%
|
|
|
Lm Advisors LLC
San Diego, CA |
Nov 07, 2024 Q3 2024 |
12,000
shares
|
$601,200
0.12% of portfolio
|
Q4 2023
New holding
|
|
|
Crown Wealth Group, LLC
|
Nov 13, 2024 Q3 2024 |
11,699
shares
|
$586,119
0.27% of portfolio
|
Q3 2024
New holding
|
|
|
Mc Kinley Carter Wealth Services, Inc.
|
Jan 22, 2025 Q4 2024 |
11,438
shares
|
$573,043
0.04% of portfolio
|
Q4 2024
Reduced 20.87%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2024 Q3 2024 |
11,199
shares
|
$561,069
0.0% of portfolio
|
Q3 2024
Reduced 67.46%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Oct 31, 2024 Q3 2024 |
11,129
shares
|
$557,562
0.0% of portfolio
|
Q3 2024
Added 81.11%
|