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 |
|---|---|---|---|---|---|
|
Crown Wealth Group, LLC
|
Feb 05, 2025 Q4 2024 |
11,699
shares
|
$561,785
0.26% of portfolio
|
Q3 2024
New holding
|
|
|
Dhjj Financial Advisors, Ltd.
|
Jan 29, 2025 Q4 2024 |
11,635
shares
|
$558,712
0.25% of portfolio
|
Q4 2024
Reduced 6.0%
|
|
|
Mc Kinley Carter Wealth Services, Inc.
|
Jan 22, 2025 Q4 2024 |
11,438
shares
|
$549,252
0.04% of portfolio
|
Q4 2024
Reduced 20.87%
|
|
|
Tfb Advisors LLC
Overland Park, KS |
Jan 29, 2025 Q4 2024 |
11,149
shares
|
$535,374
0.16% of portfolio
|
Q4 2024
Added 52.16%
|
|
|
Founders Financial Securities LLC
|
Feb 10, 2025 Q4 2024 |
11,116
shares
|
$533,790
0.05% of portfolio
|
Q4 2024
Added 63.28%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Feb 14, 2025 Q4 2024 |
10,970
shares
|
$526,779
0.03% of portfolio
|
Q4 2024
Added 12.81%
|
|
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
Jan 30, 2025 Q4 2024 |
10,782
shares
|
$517,751
0.23% of portfolio
|
Q2 2024
Reduced 26.31%
|
|
|
Avantax Advisory Services, Inc.
|
Feb 07, 2025 Q4 2024 |
10,714
shares
|
$514,486
0.0% of portfolio
|
Q4 2024
Reduced 52.08%
|
|
|
Kestra Private Wealth Services, LLC
|
Jan 28, 2025 Q4 2024 |
10,255
shares
|
$492,445
0.01% of portfolio
|
Q4 2024
Reduced 35.24%
|
|
|
Fsb Premier Wealth Management, Inc.
|
Feb 12, 2025 Q4 2024 |
9,995
shares
|
$479,959
0.21% of portfolio
|
Q4 2024
Reduced 0.22%
|
|
|
Ifp Advisors, Inc
|
Feb 04, 2025 Q4 2024 |
9,805
shares
|
$470,836
0.02% of portfolio
|
Q4 2024
Reduced 0.09%
|
|
|
Griffith & Werner, Inc.
Canton, GA |
Feb 20, 2025 Q4 2024 |
9,363
shares
|
$449,611
0.3% of portfolio
|
Q4 2024
New holding
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
9,316
shares
|
$447,354
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Outlook Wealth Advisors, LLC
|
Jan 14, 2025 Q4 2024 |
9,177
shares
|
$440,679
0.16% of portfolio
|
Q2 2024
Reduced 53.86%
|
|
|
Harvest Investment Services, LLC
|
Feb 14, 2025 Q4 2024 |
9,047
shares
|
$434,436
0.12% of portfolio
|
Q4 2024
Reduced 71.11%
|
|
|
Grantvest Financial Group LLC
Matawan, NJ |
Feb 11, 2025 Q4 2024 |
9,037
shares
|
$433,956
0.49% of portfolio
|
Q4 2024
New holding
|
|
|
New Wave Wealth Advisors LLC
Springdale, AR |
Jan 23, 2025 Q4 2024 |
9,000
shares
|
$432,180
0.18% of portfolio
|
Q4 2024
Reduced 10.0%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Feb 07, 2025 Q4 2024 |
8,936
shares
|
$429,106
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Beacon Financial Advisory LLC
|
Jan 27, 2025 Q4 2024 |
8,720
shares
|
$418,734
0.15% of portfolio
|
Q3 2024
Reduced 4.7%
|
|
|
World Equity Group, Inc.
Schaumburg, IL |
Feb 04, 2025 Q4 2024 |
8,429
shares
|
$404,760
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
8,110
shares
|
$389,442
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Cerity Partners LLC
New York, NY |
Feb 13, 2025 Q4 2024 |
8,110
shares
|
$389,442
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Centaurus Financial, Inc.
|
Mar 12, 2025 Q4 2024 |
8,032
shares
|
$385,696
0.03% of portfolio
|
Q4 2024
Reduced 2.24%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
7,900
shares
|
$379,358
0.02% of portfolio
|
Q4 2022
Reduced 47.16%
|
|
|
Hanlon Investment Management, Inc.
|
Feb 13, 2025 Q4 2024 |
7,683
shares
|
$368,937
0.1% of portfolio
|
Q4 2024
Added 42.65%
|