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 |
|---|---|---|---|---|---|
|
Hartford Financial Management Inc.
|
Oct 27, 2025 Q3 2025 |
49,766
shares
|
$2.33 Million
0.67% of portfolio
|
Q3 2025
Reduced 66.21%
|
|
|
Uniting Wealth Partners, LLC
Mission, KS |
Nov 07, 2025 Q3 2025 |
42,684
shares
|
$2 Million
0.47% of portfolio
|
Q3 2025
New holding
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Nov 06, 2025 Q3 2025 |
38,941
shares
|
$1.82 Million
0.13% of portfolio
|
Q3 2025
Added 53.47%
|
|
|
Spire Wealth Management
|
Oct 23, 2025 Q3 2025 |
37,966
shares
|
$1.78 Million
0.06% of portfolio
|
Q3 2025
Reduced 12.89%
|
|
|
Smart Wealth LLC
Omaha, NE |
Nov 07, 2025 Q3 2025 |
29,826
shares
|
$1.4 Million
0.53% of portfolio
|
Q3 2025
Reduced 6.73%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2025 Q3 2025 |
26,959
shares
|
$1.26 Million
0.0% of portfolio
|
Q2 2025
Reduced 16.87%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 12, 2025 Q3 2025 |
26,277
shares
|
$1.23 Million
0.03% of portfolio
|
Q3 2025
Added 61.17%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Nov 19, 2025 Q3 2025 |
25,323
shares
|
$1.19 Million
0.09% of portfolio
|
Q3 2025
Reduced 42.26%
|
|
|
Ferguson Shapiro LLC
|
Nov 10, 2025 Q3 2025 |
24,991
shares
|
$1.17 Million
0.59% of portfolio
|
Q2 2025
Reduced 0.94%
|
|
|
Kovack Advisors, Inc.
|
Nov 07, 2025 Q3 2025 |
23,940
shares
|
$1.12 Million
0.11% of portfolio
|
Q3 2025
New holding
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2025 Q3 2025 |
23,841
shares
|
$1.12 Million
0.0% of portfolio
|
Q3 2025
Added 12.49%
|
|
|
Lunt Capital Management, Inc.
Holladay, UT |
Nov 12, 2025 Q3 2025 |
22,576
shares
|
$1.06 Million
0.4% of portfolio
|
Q3 2024
New holding
|
|
|
Integrity Financial Corp
|
Nov 06, 2025 Q3 2025 |
21,259
shares
|
$995,133
0.53% of portfolio
|
Q3 2025
Added 13.05%
|
|
|
1 St Source Bank
|
Nov 12, 2025 Q3 2025 |
20,460
shares
|
$957,732
0.05% of portfolio
|
Q3 2025
New holding
|
|
|
Falcon Wealth Planning
|
Oct 10, 2025 Q3 2025 |
20,379
shares
|
$953,940
0.1% of portfolio
|
Q3 2025
New holding
|
|
|
Pinnacle Wealth Planning Services, Inc.
|
Nov 12, 2025 Q3 2025 |
20,262
shares
|
$948,464
0.11% of portfolio
|
Q3 2024
Reduced 8.3%
|
|
|
Stone X Group Inc.
|
Nov 14, 2025 Q3 2025 |
20,151
shares
|
$943,268
0.04% of portfolio
|
Q3 2025
Added 3.76%
|
|
|
Sagespring Wealth Partners, LLC
Franklin, TN |
Oct 31, 2025 Q3 2025 |
19,568
shares
|
$915,978
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Claro Advisors LLC
Boston, MA |
Nov 12, 2025 Q3 2025 |
18,693
shares
|
$875,019
0.14% of portfolio
|
Q3 2025
Added 3.6%
|
|
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
Nov 06, 2025 Q3 2025 |
18,148
shares
|
$849,507
0.33% of portfolio
|
Q2 2025
Added 75.38%
|
|
|
Ifp Advisors, Inc
|
Dec 02, 2025 Q3 2025 |
17,825
shares
|
$834,388
0.02% of portfolio
|
Q3 2025
Reduced 20.76%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 06, 2025 Q3 2025 |
17,552
shares
|
$821,609
0.0% of portfolio
|
Q1 2025
Reduced 6.8%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Nov 12, 2025 Q3 2025 |
17,300
shares
|
$809,813
0.02% of portfolio
|
Q3 2025
Added 174.6%
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
17,286
shares
|
$809,157
0.0% of portfolio
|
Q3 2025
Added 41.63%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
16,650
shares
|
$779,386
0.12% of portfolio
|
Q3 2024
Added 160.16%
|
|