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 |
|---|---|---|---|---|---|
|
Seeds Investor LLC
New York, NY |
Nov 12, 2025 Q3 2025 |
5,395
shares
|
$295,915
0.06% of portfolio
|
Q3 2025
New holding
|
|
|
Beacon Financial Advisory LLC
|
Oct 29, 2025 Q3 2025 |
5,320
shares
|
$291,802
0.08% of portfolio
|
Q3 2025
Added 19.02%
|
|
|
Fragasso Group Inc.
Pittsburgh, PA |
Jan 07, 2026 Q4 2025 |
5,290
shares
|
$290,156
0.02% of portfolio
|
Q4 2025
Added 1.87%
|
|
|
Arkadios Wealth Advisors
|
Oct 29, 2025 Q3 2025 |
5,180
shares
|
$284,123
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Old Mission Capital LLC
|
Nov 14, 2025 Q3 2025 |
5,165
shares
|
$283,300
0.0% of portfolio
|
Q3 2025
Reduced 59.91%
|
|
|
Ignite Planners, LLC
|
Oct 07, 2025 Q3 2025 |
5,143
shares
|
$282,093
0.05% of portfolio
|
Q3 2025
New holding
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 14, 2025 Q3 2025 |
4,969
shares
|
$272,549
0.0% of portfolio
|
Q3 2025
Reduced 43.39%
|
|
|
Nwf Advisory Services Inc.
Los Angeles, CA |
Oct 31, 2025 Q3 2025 |
4,775
shares
|
$261,908
0.03% of portfolio
|
Q3 2025
Reduced 11.16%
|
|
|
Diligent Investors, LLC
|
Nov 13, 2025 Q3 2025 |
4,575
shares
|
$250,938
0.07% of portfolio
|
Q1 2024
New holding
|
|
|
Wespac Advisors So Cal, LLC
|
Jan 07, 2026 Q4 2025 |
4,569
shares
|
$250,609
0.05% of portfolio
|
Q4 2025
Reduced 11.35%
|
|
|
Quantum Private Wealth, LLC
Lake Forest, IL |
Nov 10, 2025 Q3 2025 |
4,400
shares
|
$241,340
0.07% of portfolio
|
Q3 2025
New holding
|
|
|
Legacy Solutions, LLC
Kennett Square, PA |
Jan 13, 2026 Q4 2025 |
4,363
shares
|
$239,310
0.21% of portfolio
|
Q3 2025
New holding
|
|
|
Aptus Capital Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
4,331
shares
|
$237,555
0.0% of portfolio
|
Q1 2025
Reduced 21.61%
|
|
|
Holistic Planning, LLC
Nacogdoches, TX |
Nov 04, 2025 Q3 2025 |
4,298
shares
|
$235,745
0.06% of portfolio
|
Q3 2025
New holding
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Nov 14, 2025 Q3 2025 |
4,209
shares
|
$230,863
0.0% of portfolio
|
Q3 2025
Reduced 3.55%
|
|
|
Clear Creek Financial Management, LLC
|
Nov 07, 2025 Q3 2025 |
4,000
shares
|
$219,400
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2025 Q3 2025 |
3,963
shares
|
$217,370
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Wedbush Securities Inc
|
Nov 06, 2025 Q3 2025 |
3,837
shares
|
$210,459
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Private Advisor Group, LLC
|
Nov 12, 2025 Q3 2025 |
3,751
shares
|
$205,742
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Transcend Capital Advisors, LLC
|
Nov 04, 2025 Q3 2025 |
3,725
shares
|
$204,316
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Nov 12, 2025 Q3 2025 |
3,128
shares
|
$171,570
0.0% of portfolio
|
Q3 2025
Added 14.96%
|
|
|
Financial Network Wealth Advisors LLC
Murray, UT |
Oct 27, 2025 Q3 2025 |
2,982
shares
|
$163,562
0.18% of portfolio
|
Q3 2025
Added 48.88%
|
|
|
Ogorek Anthony Joseph
|
Nov 04, 2025 Q3 2025 |
2,805
shares
|
$153,854
0.04% of portfolio
|
Q2 2025
Reduced 29.17%
|
|
|
Strategic Asset Management, LLC
|
Nov 01, 2022 Q3 2022 |
2,415
shares
|
$132,462
0.14% of portfolio
|
Q3 2022
Added 22.9%
|
|
|
Barclays PLC
London, X0 |
Nov 12, 2025 Q3 2025 |
2,400
shares
|
$131,640
0.0% of portfolio
|
Q3 2025
Reduced 39.89%
|
|