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 |
|---|---|---|---|---|---|
|
Oppenheimer & CO Inc
New York, NY |
Nov 05, 2025 Q3 2025 |
16,617
shares
|
$777,841
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2025 Q3 2025 |
14,838
shares
|
$694,566
0.0% of portfolio
|
Q3 2025
Reduced 2.22%
|
|
|
Smart Money Group LLC
|
Nov 12, 2025 Q3 2025 |
13,886
shares
|
$650,003
0.53% of portfolio
|
Q3 2025
Reduced 3.86%
|
|
|
Janney Montgomery Scott LLC
|
Oct 27, 2025 Q3 2025 |
13,727
shares
|
$642,560
0.0% of portfolio
|
Q3 2025
Added 25.6%
|
|
|
Buck Wealth Strategies, LLC
Denver, CO |
Nov 04, 2025 Q3 2025 |
13,418
shares
|
$628,096
0.09% of portfolio
|
Q3 2025
Added 4.68%
|
|
|
Arkadios Wealth Advisors
|
Oct 29, 2025 Q3 2025 |
12,200
shares
|
$571,082
0.01% of portfolio
|
Q2 2025
Reduced 6.15%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Nov 04, 2025 Q3 2025 |
12,163
shares
|
$569,350
0.01% of portfolio
|
Q2 2025
Reduced 1.55%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 14, 2025 Q3 2025 |
12,093
shares
|
$566,073
0.0% of portfolio
|
Q3 2025
Added 73.25%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 29, 2025 Q3 2025 |
11,789
shares
|
$551,843
0.0% of portfolio
|
Q3 2025
Reduced 15.42%
|
|
|
Evolution Wealth Management Inc.
Fort Myers, FL |
Oct 23, 2025 Q3 2025 |
11,353
shares
|
$531,433
0.54% of portfolio
|
Q2 2025
New holding
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Nov 05, 2025 Q3 2025 |
10,915
shares
|
$510,931
0.02% of portfolio
|
Q3 2025
Reduced 3.92%
|
|
|
Holistic Planning, LLC
Nacogdoches, TX |
Nov 04, 2025 Q3 2025 |
10,712
shares
|
$501,428
0.13% of portfolio
|
Q3 2025
Added 86.43%
|
|
|
Truadvice, LLC
Sarasota, FL |
Nov 13, 2023 Q3 2023 |
10,125
shares
|
$473,951
0.15% of portfolio
|
Q3 2023
Added 29.81%
|
|
|
First Heartland Consultants, Inc.
|
Nov 10, 2025 Q3 2025 |
10,107
shares
|
$473,108
0.04% of portfolio
|
Q3 2025
Added 28.39%
|
|
|
Certified Advisory Corp
Altamonte Springs, FL |
Nov 12, 2025 Q3 2025 |
10,000
shares
|
$468,100
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2025 Q3 2025 |
9,473
shares
|
$443,431
0.0% of portfolio
|
Q3 2025
Added 24.64%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 14, 2025 Q3 2025 |
9,203
shares
|
$430,792
0.01% of portfolio
|
Q3 2025
Reduced 30.69%
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
Oct 08, 2025 Q3 2025 |
9,181
shares
|
$429,762
0.06% of portfolio
|
Q3 2025
New holding
|
|
|
Brinker Capital Investments, LLC
|
Nov 12, 2025 Q3 2025 |
8,666
shares
|
$405,655
0.0% of portfolio
|
Q3 2025
Added 23.82%
|
|
|
Lvz, Inc.
|
Oct 27, 2025 Q3 2025 |
8,638
shares
|
$404,344
0.05% of portfolio
|
Q2 2024
Added 1.77%
|
|
|
Stephens Inc
|
Oct 27, 2025 Q3 2025 |
8,585
shares
|
$401,863
0.01% of portfolio
|
Q3 2023
New holding
|
|
|
Old Mission Capital LLC
|
Nov 14, 2025 Q3 2025 |
8,066
shares
|
$377,569
0.0% of portfolio
|
Q3 2025
Reduced 81.88%
|
|
|
Clear Creek Financial Management, LLC
|
Nov 07, 2025 Q3 2025 |
7,810
shares
|
$365,586
0.03% of portfolio
|
Q3 2025
Reduced 21.9%
|
|
|
Prosperity Consulting Group, LLC
|
Nov 14, 2025 Q3 2025 |
7,717
shares
|
$361,232
0.02% of portfolio
|
Q3 2025
Reduced 36.59%
|
|
|
Centaurus Financial, Inc.
|
Nov 20, 2025 Q3 2025 |
7,698
shares
|
$360,343
0.02% of portfolio
|
Q3 2025
Reduced 0.4%
|
|