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 114 institutions that hold shares in the stock, with a total of 4.87 Million shares, which have been reported (via 13F filing form) to have a value of $227 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ogorek Anthony Joseph
|
Aug 08, 2025 Q2 2025 |
693,828
shares
|
$32.4 Million
9.52% of portfolio
|
Q2 2025
Reduced 9.01%
|
|
|
Foguth Wealth Management, Llc.
Brighton, MI |
Jul 22, 2025 Q2 2025 |
273,215
shares
|
$12.8 Million
2.6% of portfolio
|
Q2 2025
Added 43.67%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
259,493
shares
|
$12.1 Million
0.01% of portfolio
|
Q3 2024
Added 142.7%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Aug 14, 2025 Q2 2025 |
247,673
shares
|
$11.6 Million
0.0% of portfolio
|
Q2 2025
Reduced 6.03%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Sep 04, 2025 Q2 2025 |
243,848
shares
|
$11.4 Million
0.02% of portfolio
|
Q2 2025
Added 20.98%
|
|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
167,509
shares
|
$7.82 Million
0.0% of portfolio
|
Q2 2025
Added 2.73%
|
|
|
Armis Advisers, LLC
Atlanta, GA |
Jul 15, 2025 Q2 2025 |
166,932
shares
|
$7.79 Million
0.59% of portfolio
|
Q2 2025
Reduced 5.83%
|
|
|
Ignite Planners, LLC
|
Oct 07, 2025 Q3 2025 |
159,987
shares
|
$7.47 Million
1.33% of portfolio
|
Q3 2025
Reduced 2.69%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
159,463
shares
|
$7.44 Million
0.01% of portfolio
|
Q3 2024
Added 32.43%
|
|
|
Reap Financial Group, LLC
Austin, TX |
Jul 23, 2025 Q2 2025 |
159,132
shares
|
$7.43 Million
1.66% of portfolio
|
Q2 2025
Reduced 6.1%
|
|
|
Truist Financial Corp
|
Jul 18, 2025 Q2 2025 |
149,625
shares
|
$6.98 Million
0.01% of portfolio
|
Q2 2025
Reduced 0.42%
|
|
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
Jul 25, 2025 Q2 2025 |
148,976
shares
|
$6.95 Million
1.27% of portfolio
|
Q2 2025
Reduced 2.07%
|
|
|
Hartford Financial Management Inc.
|
Jul 31, 2025 Q2 2025 |
147,299
shares
|
$6.87 Million
1.97% of portfolio
|
Q2 2025
New holding
|
|
|
Hickory Asset Management, Inc.
Concord, OH |
Jul 22, 2025 Q2 2025 |
130,397
shares
|
$6.09 Million
4.79% of portfolio
|
Q2 2025
Reduced 1.75%
|
|
|
Cwm, LLC
|
Oct 15, 2025 Q3 2025 |
108,732
shares
|
$5.07 Million
0.02% of portfolio
|
Q3 2025
Added 12.52%
|
|
|
Founders Financial Securities LLC
|
Oct 15, 2025 Q3 2025 |
105,227
shares
|
$4.91 Million
0.36% of portfolio
|
Q3 2025
Added 41.39%
|
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2025 Q2 2025 |
91,757
shares
|
$4.28 Million
0.02% of portfolio
|
Q2 2025
Reduced 1.36%
|
|
|
Life Wealth Investments, LLC
Winter Garden, FL |
Jul 30, 2025 Q2 2025 |
82,313
shares
|
$3.84 Million
1.19% of portfolio
|
Q2 2025
Reduced 4.04%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 08, 2025 Q2 2025 |
82,155
shares
|
$3.83 Million
0.01% of portfolio
|
Q2 2025
Reduced 4.22%
|
|
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
Oct 06, 2025 Q3 2025 |
67,735
shares
|
$3.16 Million
2.23% of portfolio
|
Q3 2025
Reduced 23.13%
|
|
|
Commonwealth Equity Services, LLC
|
Aug 06, 2025 Q2 2025 |
62,783
shares
|
$2.93 Million
0.0% of portfolio
|
Q2 2025
Reduced 15.84%
|
|
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
Oct 16, 2025 Q3 2025 |
62,684
shares
|
$2.93 Million
1.01% of portfolio
|
Q3 2025
New holding
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
49,907
shares
|
$2.33 Million
0.01% of portfolio
|
Q2 2025
Reduced 2.31%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
48,732
shares
|
$2.27 Million
0.0% of portfolio
|
Q2 2025
Added 15.38%
|
|
|
Old Mission Capital LLC
|
Aug 14, 2025 Q2 2025 |
44,507
shares
|
$2.08 Million
0.01% of portfolio
|
Q2 2025
Added 274.99%
|