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 |
|---|---|---|---|---|---|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Nov 12, 2025 Q3 2025 |
8,632
shares
|
$473,465
0.01% of portfolio
|
Q3 2025
Reduced 68.54%
|
|
|
Prospera Financial Services Inc
|
Nov 06, 2025 Q3 2025 |
8,628
shares
|
$473,245
0.01% of portfolio
|
Q3 2025
Added 27.26%
|
|
|
Journey Strategic Wealth LLC
Summit, NJ |
Nov 12, 2025 Q3 2025 |
8,226
shares
|
$451,196
0.01% of portfolio
|
Q3 2025
Reduced 58.56%
|
|
|
Park Avenue Securities LLC
|
Jan 05, 2026 Q4 2025 |
8,142
shares
|
$446,588
0.0% of portfolio
|
Q4 2025
Added 3.75%
|
|
|
Cerity Partners LLC
New York, NY |
Oct 22, 2025 Q3 2025 |
8,110
shares
|
$444,833
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
8,110
shares
|
$444,833
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
7,900
shares
|
$433,315
0.02% of portfolio
|
Q4 2022
Reduced 47.16%
|
|
|
Aifg Consultants Ltd.
Halfmoon, NY |
Oct 14, 2025 Q3 2025 |
7,724
shares
|
$423,661
0.75% of portfolio
|
Q2 2025
Reduced 35.72%
|
|
|
Archer Investment Corp
|
Nov 03, 2025 Q3 2025 |
7,550
shares
|
$414,117
0.09% of portfolio
|
Q3 2025
Added 355.92%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
6,790
shares
|
$372,431
0.0% of portfolio
|
Q1 2025
Added 3.71%
|
|
|
Buck Wealth Strategies, LLC
Denver, CO |
Nov 04, 2025 Q3 2025 |
6,731
shares
|
$369,195
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Stone X Group Inc.
|
Nov 14, 2025 Q3 2025 |
6,620
shares
|
$363,107
0.02% of portfolio
|
Q3 2025
Added 1.85%
|
|
|
Sage Capital Advisors,Llc
|
Jan 06, 2026 Q4 2025 |
6,500
shares
|
$356,525
0.08% of portfolio
|
Q2 2025
Reduced 1.34%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Jan 15, 2026 Q4 2025 |
6,341
shares
|
$347,803
0.03% of portfolio
|
Q4 2025
New holding
|
|
|
Savvy Advisors, Inc.
New York, NY |
Nov 06, 2025 Q3 2025 |
6,233
shares
|
$341,880
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Nov 14, 2025 Q3 2025 |
6,194
shares
|
$339,740
0.01% of portfolio
|
Q3 2025
Added 28.83%
|
|
|
Arbor Capital Management Inc
Anchorage, AK |
Nov 03, 2025 Q3 2025 |
6,154
shares
|
$337,546
0.3% of portfolio
|
Q3 2025
Reduced 3.04%
|
|
|
Foundations Investment Advisors, LLC
|
Nov 03, 2025 Q3 2025 |
6,152
shares
|
$337,437
0.01% of portfolio
|
Q3 2025
Added 30.34%
|
|
|
Brinker Capital Investments, LLC
|
Nov 12, 2025 Q3 2025 |
6,117
shares
|
$335,517
0.0% of portfolio
|
Q3 2025
Added 42.62%
|
|
|
Gps Wealth Strategies Group, LLC
|
Nov 03, 2025 Q3 2025 |
6,002
shares
|
$329,209
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Merit Financial Group, LLC
|
Nov 07, 2025 Q3 2025 |
5,934
shares
|
$325,479
0.0% of portfolio
|
Q3 2025
Added 35.82%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Nov 14, 2025 Q3 2025 |
5,756
shares
|
$315,716
0.03% of portfolio
|
Q3 2025
Added 3.84%
|
|
|
Hbw Advisory Services LLC
|
Oct 16, 2025 Q3 2025 |
5,701
shares
|
$312,699
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Black Swift Group, LLC
Boulder, CO |
Nov 12, 2025 Q3 2025 |
5,626
shares
|
$308,586
0.06% of portfolio
|
Q3 2025
New holding
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2025 Q3 2025 |
5,479
shares
|
$300,523
0.0% of portfolio
|
Q2 2025
Reduced 0.87%
|
|