Institutional Ownership First Tr Exch Trd Fd Viii Ft C (DJUL)
This table provides information about the institutional ownership of First Tr Exch Trd Fd Viii Ft C (DJUL). We have compiled data on the 116 institutions that hold shares in the stock, with a total of 5.45 Million shares, which have been reported (via 13F filing form) to have a value of $222 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ogorek Anthony Joseph
|
Jan 24, 2025 Q4 2024 |
769,412
shares
|
$31.3 Million
10.27% of portfolio
|
Q4 2024
Reduced 0.54%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
525,917
shares
|
$21.4 Million
0.06% of portfolio
|
Q4 2024
Reduced 5.02%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
410,621
shares
|
$16.7 Million
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
259,493
shares
|
$10.6 Million
0.01% of portfolio
|
Q3 2024
Added 142.7%
|
|
|
Armis Advisers, LLC
Atlanta, GA |
Feb 25, 2025 Q4 2024 |
198,462
shares
|
$8.08 Million
1.02% of portfolio
|
Q4 2024
New holding
|
|
|
Ignite Planners, LLC
|
Jan 13, 2025 Q4 2024 |
190,379
shares
|
$7.75 Million
1.85% of portfolio
|
Q4 2024
Reduced 6.04%
|
|
|
Signal Advisors Wealth, LLC
Detroit, MI |
Apr 10, 2025 Q1 2025 |
178,663
shares
|
$7.28 Million
0.71% of portfolio
|
Q1 2025
Added 49.29%
|
|
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
Jan 24, 2025 Q4 2024 |
173,780
shares
|
$7.08 Million
1.43% of portfolio
|
Q4 2024
Added 3.47%
|
|
|
Reap Financial Group, LLC
Austin, TX |
Feb 27, 2025 Q4 2024 |
173,128
shares
|
$7.05 Million
1.8% of portfolio
|
Q4 2024
Added 4.32%
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
163,060
shares
|
$6.64 Million
0.0% of portfolio
|
Q1 2025
Added 3.14%
|
|
|
Foguth Wealth Management, Llc.
Brighton, MI |
Jan 27, 2025 Q4 2024 |
159,464
shares
|
$6.49 Million
1.79% of portfolio
|
Q4 2024
Added 136.44%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
159,463
shares
|
$6.49 Million
0.01% of portfolio
|
Q3 2024
Added 32.43%
|
|
|
Truist Financial Corp
|
Apr 29, 2025 Q1 2025 |
150,253
shares
|
$6.12 Million
0.01% of portfolio
|
Q1 2025
Reduced 2.65%
|
|
|
Janney Montgomery Scott LLC
|
Apr 17, 2025 Q1 2025 |
149,825
shares
|
$6.1 Million
0.02% of portfolio
|
Q1 2025
Reduced 2.11%
|
|
|
Hickory Asset Management, Inc.
Concord, OH |
Apr 16, 2025 Q1 2025 |
132,717
shares
|
$5.41 Million
4.82% of portfolio
|
Q1 2025
Reduced 1.01%
|
|
|
Kestra Advisory Services, LLC
|
Feb 10, 2025 Q4 2024 |
105,252
shares
|
$4.29 Million
0.03% of portfolio
|
Q4 2024
Added 2.15%
|
|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
98,655
shares
|
$4.02 Million
0.02% of portfolio
|
Q1 2025
Reduced 10.67%
|
|
|
Life Wealth Investments, LLC
Winter Garden, FL |
Apr 21, 2025 Q1 2025 |
85,780
shares
|
$3.49 Million
1.44% of portfolio
|
Q1 2025
Added 34.49%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Feb 13, 2025 Q4 2024 |
75,706
shares
|
$3.08 Million
0.01% of portfolio
|
Q4 2024
Reduced 4.5%
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
74,920
shares
|
$3.05 Million
0.0% of portfolio
|
Q4 2024
Reduced 7.83%
|
|
|
Ae Wealth Management LLC
|
Feb 13, 2025 Q4 2024 |
61,783
shares
|
$2.52 Million
0.02% of portfolio
|
Q4 2024
Reduced 44.82%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
51,088
shares
|
$2.08 Million
0.01% of portfolio
|
Q1 2025
Reduced 4.81%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Apr 25, 2025 Q1 2025 |
49,016
shares
|
$2 Million
0.08% of portfolio
|
Q1 2025
Added 0.26%
|
|
|
Spire Wealth Management
|
Apr 23, 2025 Q1 2025 |
48,691
shares
|
$1.98 Million
0.07% of portfolio
|
Q1 2025
Reduced 13.22%
|
|
|
Wood Tarver Financial Group, LLC
Boise, ID |
Apr 29, 2025 Q1 2025 |
44,962
shares
|
$1.83 Million
0.71% of portfolio
|
Q1 2025
Reduced 31.13%
|