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 $362 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Journey Strategic Wealth LLC
Summit, NJ |
Jan 24, 2025 Q4 2024 |
21,461
shares
|
$1.03 Million
0.04% of portfolio
|
Q4 2024
Added 14.58%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
20,918
shares
|
$1 Million
0.03% of portfolio
|
Q3 2020
Reduced 85.96%
|
|
|
Atria Investments LLC
Charlotte, NC |
Feb 06, 2025 Q4 2024 |
20,736
shares
|
$995,742
0.01% of portfolio
|
Q4 2024
Reduced 10.5%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Jan 22, 2025 Q4 2024 |
20,641
shares
|
$991,180
0.08% of portfolio
|
Q4 2024
Added 98.66%
|
|
|
Ae Wealth Management LLC
|
Feb 13, 2025 Q4 2024 |
20,452
shares
|
$982,105
0.01% of portfolio
|
Q4 2024
Reduced 3.21%
|
|
|
Accel Wealth Management
|
Jan 21, 2025 Q4 2024 |
20,400
shares
|
$979,608
0.39% of portfolio
|
Q4 2024
Reduced 4.67%
|
|
|
Jane Street Group, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
19,930
shares
|
$957,038
0.0% of portfolio
|
Q4 2024
Added 99.08%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Feb 04, 2025 Q4 2024 |
19,491
shares
|
$935,957
0.01% of portfolio
|
Q4 2024
Reduced 1.79%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jan 31, 2025 Q4 2024 |
18,733
shares
|
$899,558
0.01% of portfolio
|
Q4 2024
Added 8.42%
|
|
|
Signature Securities Group Corporation
|
Jan 31, 2025 Q4 2024 |
17,044
shares
|
$818,452
0.21% of portfolio
|
Q4 2024
Added 1.73%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Feb 14, 2025 Q4 2024 |
16,724
shares
|
$803,086
0.0% of portfolio
|
Q4 2024
Added 49.33%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Feb 14, 2025 Q4 2024 |
16,575
shares
|
$795,931
0.0% of portfolio
|
Q4 2024
Added 178.29%
|
|
|
Sage Capital Advisors,Llc
|
Jan 10, 2025 Q4 2024 |
16,322
shares
|
$783,782
0.21% of portfolio
|
Q4 2024
Reduced 1.38%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Jan 23, 2025 Q4 2024 |
15,020
shares
|
$721,260
0.05% of portfolio
|
Q4 2024
Reduced 11.93%
|
|
|
Brookstone Capital Management
|
Jan 13, 2025 Q4 2024 |
14,718
shares
|
$706,758
0.01% of portfolio
|
Q4 2024
Added 38.17%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Feb 10, 2025 Q4 2024 |
14,204
shares
|
$682,076
0.02% of portfolio
|
Q4 2024
Reduced 1.25%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Mar 17, 2025 Q4 2024 |
13,830
shares
|
$664,116
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Feb 18, 2025 Q4 2024 |
13,756
shares
|
$660,563
0.07% of portfolio
|
Q4 2024
Reduced 9.51%
|
|
|
Family Wealth Group, LLC
Lexington, KY |
Nov 14, 2024 Q3 2024 |
13,651
shares
|
$655,521
0.71% of portfolio
|
Q3 2024
Added 47.67%
|
|
|
Soa Wealth Advisors, Llc.
|
Feb 06, 2025 Q4 2024 |
13,219
shares
|
$634,776
0.12% of portfolio
|
Q3 2024
Added 31.53%
|
|
|
Aifg Consultants Ltd.
Halfmoon, NY |
Jan 29, 2025 Q4 2024 |
12,721
shares
|
$610,862
1.02% of portfolio
|
Q4 2024
Reduced 76.22%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Feb 13, 2025 Q4 2024 |
12,703
shares
|
$609,998
0.0% of portfolio
|
Q4 2024
Reduced 0.75%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Feb 10, 2025 Q4 2024 |
12,359
shares
|
$593,479
0.0% of portfolio
|
Q4 2024
Added 11.05%
|
|
|
Lm Advisors LLC
San Diego, CA |
Feb 12, 2025 Q4 2024 |
12,000
shares
|
$576,240
0.1% of portfolio
|
Q4 2023
New holding
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Feb 07, 2025 Q4 2024 |
11,723
shares
|
$562,938
0.0% of portfolio
|
Q4 2024
Added 18.08%
|