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 165 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 $415 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Keystone Wealth Services, LLC
|
Oct 22, 2025 Q3 2025 |
77,420
shares
|
$4.25 Million
1.01% of portfolio
|
Q3 2025
Reduced 5.72%
|
|
|
Janney Montgomery Scott LLC
|
Oct 27, 2025 Q3 2025 |
60,973
shares
|
$3.34 Million
0.01% of portfolio
|
Q3 2025
Added 10.72%
|
|
|
Beck Capital Management, LLC
Austin, TX |
Nov 14, 2025 Q3 2025 |
60,847
shares
|
$3.34 Million
0.95% of portfolio
|
Q3 2025
Reduced 1.91%
|
|
|
Kingsbury Capital Investment Advisors LLC
Evanston, IL |
Nov 10, 2022 Q3 2022 |
59,056
shares
|
$3.24 Million
2.92% of portfolio
|
Q3 2022
New holding
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Nov 12, 2025 Q3 2025 |
55,973
shares
|
$3.07 Million
0.09% of portfolio
|
Q3 2025
Added 24.9%
|
|
|
Main Street Financial Solutions, LLC
|
Nov 14, 2025 Q3 2025 |
52,487
shares
|
$2.88 Million
0.19% of portfolio
|
Q3 2025
Reduced 28.85%
|
|
|
Opes Wealth Management LLC
Menlo Park, CA |
Nov 24, 2025 Q3 2025 |
48,903
shares
|
$2.68 Million
0.47% of portfolio
|
Q3 2025
Added 0.1%
|
|
|
Schulz Wealth, Ltd.
Mansfield, TX |
Oct 17, 2025 Q3 2025 |
38,170
shares
|
$2.09 Million
1.38% of portfolio
|
Q3 2025
Reduced 1.86%
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
36,521
shares
|
$2 Million
0.0% of portfolio
|
Q3 2025
Reduced 5.1%
|
|
|
Truist Financial Corp
|
Nov 03, 2025 Q3 2025 |
35,142
shares
|
$1.93 Million
0.0% of portfolio
|
Q3 2025
Added 12.54%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Oct 16, 2025 Q3 2025 |
34,598
shares
|
$1.9 Million
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Aurora Private Wealth, Inc.
|
Jul 24, 2025 Q2 2025 |
33,120
shares
|
$1.82 Million
1.27% of portfolio
|
Q1 2025
Reduced 2.39%
|
|
|
Synergy Asset Management, LLC
Bellevue, WA |
Jan 13, 2026 Q4 2025 |
31,878
shares
|
$1.75 Million
0.19% of portfolio
|
Q4 2025
Reduced 59.57%
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
Nov 07, 2025 Q3 2025 |
31,632
shares
|
$1.74 Million
0.03% of portfolio
|
Q3 2025
Reduced 0.28%
|
|
|
Frontier Wealth Management LLC
Kansas City, MO |
Aug 12, 2022 Q2 2022 |
30,160
shares
|
$1.65 Million
0.01% of portfolio
|
Q2 2022
Reduced 3.28%
|
|
|
Family Wealth Group, LLC
Lexington, KY |
Oct 29, 2025 Q3 2025 |
28,503
shares
|
$1.56 Million
1.48% of portfolio
|
Q3 2025
Added 56.62%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 06, 2025 Q3 2025 |
28,475
shares
|
$1.56 Million
0.0% of portfolio
|
Q3 2025
Added 193.13%
|
|
|
Integrity Financial Corp
|
Nov 06, 2025 Q3 2025 |
27,581
shares
|
$1.51 Million
0.8% of portfolio
|
Q3 2025
Added 29.04%
|
|
|
1776 Wealth LLC
|
Nov 06, 2025 Q3 2025 |
26,815
shares
|
$1.47 Million
0.59% of portfolio
|
Q3 2025
Reduced 12.44%
|
|
|
Blue Bell Private Wealth Management, LLC
|
Oct 22, 2025 Q3 2025 |
24,007
shares
|
$1.32 Million
0.21% of portfolio
|
Q3 2025
Reduced 1.4%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Oct 27, 2025 Q3 2025 |
23,335
shares
|
$1.28 Million
0.02% of portfolio
|
Q3 2025
Added 439.29%
|
|
|
Mc Carthy & Cox
Marysville, OH |
Oct 14, 2025 Q3 2025 |
23,308
shares
|
$1.28 Million
0.29% of portfolio
|
Q3 2025
Added 5.04%
|
|
|
Semus Wealth Partners LLC
Boca Raton, FL |
Oct 22, 2025 Q3 2025 |
23,186
shares
|
$1.27 Million
0.72% of portfolio
|
Q3 2025
New holding
|
|
|
Truadvice, LLC
Sarasota, FL |
Nov 13, 2023 Q3 2023 |
22,293
shares
|
$1.22 Million
0.37% of portfolio
|
Q3 2023
Added 8.94%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 12, 2025 Q3 2025 |
21,811
shares
|
$1.2 Million
0.01% of portfolio
|
Q3 2025
Added 1.07%
|
|