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 154 institutions that hold shares in the stock, with a total of 7.59 Million shares, which have been reported (via 13F filing form) to have a value of $364 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Csenge Advisory Group
|
Jan 30, 2025 Q4 2024 |
7,571
shares
|
$363,029
0.02% of portfolio
|
Q4 2024
Added 2.52%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Jan 17, 2025 Q4 2024 |
7,520
shares
|
$360,584
0.01% of portfolio
|
Q4 2024
Reduced 3.48%
|
|
|
Prospera Financial Services Inc
|
Feb 13, 2025 Q4 2024 |
7,260
shares
|
$348,117
0.01% of portfolio
|
Q4 2024
Reduced 19.39%
|
|
|
Summit Wealth Partners, LLC
Orlando, FL |
Jan 27, 2025 Q4 2024 |
7,255
shares
|
$347,877
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Signal Advisors Wealth, LLC
Detroit, MI |
Jan 13, 2025 Q4 2024 |
6,695
shares
|
$321,025
0.04% of portfolio
|
Q4 2024
Reduced 51.37%
|
|
|
Orion Portfolio Solutions, LLC
|
Feb 12, 2025 Q4 2024 |
6,547
shares
|
$313,928
0.0% of portfolio
|
Q4 2024
Added 51.45%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Feb 13, 2025 Q4 2024 |
6,488
shares
|
$311,099
0.02% of portfolio
|
Q4 2024
Added 8.03%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Feb 25, 2025 Q4 2024 |
6,436
shares
|
$308,606
0.01% of portfolio
|
Q4 2024
Reduced 13.45%
|
|
|
Arbor Capital Management Inc
Anchorage, AK |
Feb 10, 2025 Q4 2024 |
6,384
shares
|
$306,112
0.33% of portfolio
|
Q4 2024
Reduced 9.47%
|
|
|
Wespac Advisors So Cal, LLC
|
Jan 24, 2025 Q4 2024 |
6,125
shares
|
$293,693
0.07% of portfolio
|
Q4 2024
Added 4.43%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Jan 21, 2025 Q4 2024 |
6,120
shares
|
$293,454
0.01% of portfolio
|
Q4 2024
Added 8.9%
|
|
|
Ignite Planners, LLC
|
Jan 13, 2025 Q4 2024 |
6,042
shares
|
$289,713
0.07% of portfolio
|
Q4 2024
Added 16.37%
|
|
|
Semus Wealth Partners LLC
Boca Raton, FL |
Jan 31, 2025 Q4 2024 |
5,734
shares
|
$274,945
0.19% of portfolio
|
Q3 2024
New holding
|
|
|
Fragasso Group Inc.
Pittsburgh, PA |
Jan 13, 2025 Q4 2024 |
5,666
shares
|
$271,684
0.02% of portfolio
|
Q3 2023
New holding
|
|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
5,527
shares
|
$265,019
0.0% of portfolio
|
Q4 2024
Reduced 2.5%
|
|
|
Aptus Capital Advisors, LLC
|
Feb 14, 2025 Q4 2024 |
5,525
shares
|
$264,923
0.0% of portfolio
|
Q3 2024
Reduced 1.34%
|
|
|
Valtinson Bruner Financial Planning LLC
|
Feb 10, 2025 Q4 2024 |
5,304
shares
|
$254,326
0.11% of portfolio
|
Q4 2024
Reduced 0.11%
|
|
|
Two Sigma Securities, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
5,293
shares
|
$253,799
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Epg Wealth Management LLC
Atlanta, GA |
Feb 14, 2025 Q4 2024 |
5,225
shares
|
$250,538
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Arkadios Wealth Advisors
|
Jan 15, 2025 Q4 2024 |
5,180
shares
|
$248,381
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Jan 14, 2025 Q4 2024 |
5,046
shares
|
$241,955
0.03% of portfolio
|
Q3 2024
Added 4.82%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Feb 12, 2025 Q4 2024 |
4,851
shares
|
$232,605
0.0% of portfolio
|
Q4 2024
Added 611.29%
|
|
|
First Heartland Consultants, Inc.
|
Feb 14, 2025 Q4 2024 |
4,673
shares
|
$224,070
0.02% of portfolio
|
Q4 2024
Added 1.23%
|
|
|
Diligent Investors, LLC
|
Feb 14, 2025 Q4 2024 |
4,575
shares
|
$219,371
0.06% of portfolio
|
Q1 2024
New holding
|
|
|
Savvy Advisors, Inc.
New York, NY |
Feb 13, 2025 Q4 2024 |
4,352
shares
|
$208,678
0.03% of portfolio
|
Q4 2024
Reduced 4.06%
|