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 |
|---|---|---|---|---|---|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Feb 03, 2025 Q4 2024 |
4,327
shares
|
$207,782
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Black Point Wealth Management
Naples, FL |
Jan 17, 2025 Q4 2024 |
4,225
shares
|
$202,884
0.24% of portfolio
|
Q3 2024
New holding
|
|
|
Ogorek Anthony Joseph
|
Jan 24, 2025 Q4 2024 |
3,960
shares
|
$190,159
0.06% of portfolio
|
Q4 2024
Reduced 2.7%
|
|
|
Castleview Partners, LLC
Dallas, TX |
Jan 21, 2025 Q4 2024 |
2,950
shares
|
$141,659
0.1% of portfolio
|
Q3 2022
New holding
|
|
|
Creative Financial Designs Inc
|
Feb 10, 2025 Q4 2024 |
2,786
shares
|
$133,783
0.01% of portfolio
|
Q3 2024
Added 924.26%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Jan 30, 2025 Q4 2024 |
2,721
shares
|
$130,662
0.0% of portfolio
|
Q3 2024
Added 105.51%
|
|
|
Strategic Asset Management, LLC
|
Nov 01, 2022 Q3 2022 |
2,415
shares
|
$115,968
0.14% of portfolio
|
Q3 2022
Added 22.9%
|
|
|
Financial Network Wealth Advisors LLC
Murray, UT |
Feb 13, 2025 Q4 2024 |
2,003
shares
|
$96,184
0.18% of portfolio
|
Q4 2024
Reduced 31.45%
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Feb 14, 2025 Q4 2024 |
2,000
shares
|
$96,040
0.02% of portfolio
|
Q1 2024
New holding
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Feb 14, 2025 Q4 2024 |
1,813
shares
|
$87,060
0.01% of portfolio
|
Q4 2024
Reduced 2.37%
|
|
|
Archer Investment Corp
|
Jan 28, 2025 Q4 2024 |
1,656
shares
|
$79,521
0.02% of portfolio
|
Q2 2023
Reduced 0.06%
|
|
|
Bank Of America Corp
Charlotte, NC |
Feb 14, 2025 Q4 2024 |
1,540
shares
|
$73,950
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Frazier Financial Advisors, LLC
Columbus, OH |
Feb 12, 2025 Q4 2024 |
1,406
shares
|
$67,516
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Feb 13, 2025 Q4 2024 |
1,199
shares
|
$57,575
0.0% of portfolio
|
Q4 2024
Reduced 77.96%
|
|
|
Geneos Wealth Management Inc.
|
Jan 21, 2025 Q4 2024 |
850
shares
|
$40,817
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Center For Financial Planning, Inc.
Southfied, MI |
Jan 30, 2025 Q4 2024 |
600
shares
|
$28,812
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Park Square Financial Group, LLC
Roswell, GA |
Feb 28, 2025 Q4 2024 |
517
shares
|
$24,826
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
435
shares
|
$20,888
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Feb 13, 2025 Q4 2024 |
400
shares
|
$19,208
0.0% of portfolio
|
Q4 2024
Reduced 27.27%
|
|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
340
shares
|
$16,326
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Comerica Bank
|
Feb 14, 2025 Q4 2024 |
219
shares
|
$10,516
0.0% of portfolio
|
Q4 2024
Reduced 14.79%
|
|
|
Larson Financial Group LLC
|
Feb 07, 2025 Q4 2024 |
200
shares
|
$9,604
0.0% of portfolio
|
Q3 2024
Reduced 65.87%
|
|
|
Topsail Wealth Management, LLC
Charlotte, NC |
Feb 14, 2025 Q4 2024 |
200
shares
|
$9,604
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Noble Wealth Management Pbc
Greenwood Village, CO |
Feb 05, 2025 Q4 2024 |
200
shares
|
$9,604
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Wood Tarver Financial Group, LLC
Boise, ID |
Mar 06, 2025 Q4 2024 |
120
shares
|
$5,762
0.0% of portfolio
|
Q4 2024
New holding
|