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 146 institutions that hold shares in the stock, with a total of 6.83 Million shares, which have been reported (via 13F filing form) to have a value of $342 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Founders Financial Securities LLC
|
Nov 12, 2024 Q3 2024 |
6,808
shares
|
$341,080
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Signal Advisors Wealth, LLC
Detroit, MI |
Jan 13, 2025 Q4 2024 |
6,695
shares
|
$335,419
0.04% of portfolio
|
Q4 2024
Reduced 51.37%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Jan 21, 2025 Q4 2024 |
6,120
shares
|
$306,612
0.01% of portfolio
|
Q4 2024
Added 8.9%
|
|
|
Ignite Planners, LLC
|
Jan 13, 2025 Q4 2024 |
6,042
shares
|
$302,704
0.07% of portfolio
|
Q4 2024
Added 16.37%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
6,006
shares
|
$300,900
0.02% of portfolio
|
Q3 2024
Added 127.76%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Nov 14, 2024 Q3 2024 |
5,956
shares
|
$298,395
0.0% of portfolio
|
Q3 2024
Reduced 0.53%
|
|
|
Wespac Advisors So Cal, LLC
|
Nov 06, 2024 Q3 2024 |
5,865
shares
|
$293,836
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Semus Wealth Partners LLC
Boca Raton, FL |
Nov 07, 2024 Q3 2024 |
5,734
shares
|
$287,273
0.19% of portfolio
|
Q3 2024
New holding
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
5,669
shares
|
$284,016
0.0% of portfolio
|
Q3 2024
Added 214.94%
|
|
|
Fragasso Group Inc.
Pittsburgh, PA |
Jan 13, 2025 Q4 2024 |
5,666
shares
|
$283,866
0.02% of portfolio
|
Q3 2023
New holding
|
|
|
Aptus Capital Advisors, LLC
|
Nov 05, 2024 Q3 2024 |
5,525
shares
|
$276,802
0.0% of portfolio
|
Q3 2024
Reduced 1.34%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
5,439
shares
|
$272,493
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Hanlon Investment Management, Inc.
|
Oct 30, 2024 Q3 2024 |
5,386
shares
|
$269,838
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Valtinson Bruner Financial Planning LLC
|
Nov 05, 2024 Q3 2024 |
5,310
shares
|
$266,031
0.11% of portfolio
|
Q1 2024
Reduced 54.66%
|
|
|
Epg Wealth Management LLC
Atlanta, GA |
Nov 13, 2024 Q3 2024 |
5,225
shares
|
$261,772
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Arkadios Wealth Advisors
|
Jan 15, 2025 Q4 2024 |
5,180
shares
|
$259,518
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Jan 14, 2025 Q4 2024 |
5,046
shares
|
$252,804
0.03% of portfolio
|
Q3 2024
Added 4.82%
|
|
|
Transcend Capital Advisors, LLC
|
Oct 15, 2024 Q3 2024 |
4,700
shares
|
$235,470
0.02% of portfolio
|
Q1 2024
Reduced 18.26%
|
|
|
First Heartland Consultants, Inc.
|
Nov 05, 2024 Q3 2024 |
4,616
shares
|
$231,261
0.02% of portfolio
|
Q3 2024
Reduced 4.43%
|
|
|
Diligent Investors, LLC
|
Oct 31, 2024 Q3 2024 |
4,575
shares
|
$229,207
0.06% of portfolio
|
Q1 2024
New holding
|
|
|
Savvy Advisors, Inc.
New York, NY |
Nov 05, 2024 Q3 2024 |
4,536
shares
|
$227,253
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Oct 30, 2024 Q3 2024 |
4,327
shares
|
$216,782
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Orion Portfolio Solutions, LLC
|
Nov 15, 2024 Q3 2024 |
4,323
shares
|
$216,582
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Black Point Wealth Management
Naples, FL |
Jan 17, 2025 Q4 2024 |
4,225
shares
|
$211,672
0.24% of portfolio
|
Q3 2024
New holding
|
|
|
Ogorek Anthony Joseph
|
Jan 24, 2025 Q4 2024 |
3,960
shares
|
$198,396
0.06% of portfolio
|
Q4 2024
Reduced 2.7%
|