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 81 institutions that hold shares in the stock, with a total of 4.84 Million shares, which have been reported (via 13F filing form) to have a value of $193 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ogorek Anthony Joseph
|
May 03, 2024 Q1 2024 |
1,303,889
shares
|
$51.9 Million
17.52% of portfolio
|
Q1 2024
Reduced 10.16%
|
|
|
Bouchey Financial Group LTD
|
Apr 23, 2024 Q1 2024 |
438,336
shares
|
$17.4 Million
1.76% of portfolio
|
Q1 2024
Added 0.26%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 10, 2024 Q1 2024 |
360,711
shares
|
$14.4 Million
0.03% of portfolio
|
Q1 2024
Reduced 61.74%
|
|
|
Ignite Planners, LLC
|
Apr 12, 2024 Q1 2024 |
283,909
shares
|
$11.3 Million
3.14% of portfolio
|
Q1 2024
Reduced 1.45%
|
|
|
Commonwealth Equity Services, LLC
|
Apr 29, 2024 Q1 2024 |
196,090
shares
|
$7.8 Million
0.01% of portfolio
|
Q1 2024
Reduced 26.65%
|
|
|
Smart Money Group LLC
|
May 02, 2024 Q1 2024 |
193,764
shares
|
$7.71 Million
3.16% of portfolio
|
Q1 2024
Reduced 64.26%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Apr 22, 2024 Q1 2024 |
178,977
shares
|
$7.12 Million
0.0% of portfolio
|
Q1 2024
Reduced 1.45%
|
|
|
First Heartland Consultants, Inc.
|
May 07, 2024 Q1 2024 |
173,774
shares
|
$6.92 Million
0.7% of portfolio
|
Q1 2024
Added 5.57%
|
|
|
Ae Wealth Management LLC
|
May 15, 2024 Q1 2024 |
168,073
shares
|
$6.69 Million
0.08% of portfolio
|
Q1 2024
Reduced 18.43%
|
|
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
May 14, 2024 Q1 2024 |
133,083
shares
|
$5.3 Million
1.14% of portfolio
|
Q4 2023
Reduced 0.41%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Apr 22, 2024 Q1 2024 |
120,389
shares
|
$4.79 Million
0.01% of portfolio
|
Q1 2024
Reduced 56.81%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 24, 2024 Q1 2024 |
111,761
shares
|
$4.45 Million
0.02% of portfolio
|
Q1 2024
Reduced 22.22%
|
|
|
Jane Street Group, LLC
New York, NY |
May 15, 2024 Q1 2024 |
106,594
shares
|
$4.24 Million
0.01% of portfolio
|
Q1 2024
Added 264.25%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 24, 2024 Q1 2024 |
80,188
shares
|
$3.19 Million
0.01% of portfolio
|
Q1 2024
Added 1085.16%
|
|
|
Kestra Advisory Services, LLC
|
May 15, 2024 Q1 2024 |
61,307
shares
|
$2.44 Million
0.02% of portfolio
|
Q1 2024
Reduced 14.84%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
May 14, 2024 Q1 2024 |
54,030
shares
|
$2.15 Million
0.09% of portfolio
|
Q1 2024
Added 154.19%
|
|
|
Spire Wealth Management
|
Apr 24, 2024 Q1 2024 |
50,512
shares
|
$2.01 Million
0.06% of portfolio
|
Q1 2024
Reduced 9.91%
|
|
|
Truist Financial Corp
|
May 10, 2024 Q1 2024 |
45,348
shares
|
$1.8 Million
0.0% of portfolio
|
Q1 2024
Reduced 1.97%
|
|
|
Envestnet Asset Management Inc
|
May 13, 2024 Q1 2024 |
43,199
shares
|
$1.72 Million
0.0% of portfolio
|
Q1 2024
Reduced 20.25%
|
|
|
Cwm, LLC
|
Apr 05, 2024 Q1 2024 |
40,274
shares
|
$1.6 Million
0.01% of portfolio
|
Q1 2024
Reduced 14.48%
|
|
|
Pinnacle Wealth Planning Services, Inc.
|
May 09, 2024 Q1 2024 |
37,897
shares
|
$1.51 Million
0.22% of portfolio
|
Q1 2024
Added 8.6%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Apr 15, 2024 Q1 2024 |
36,974
shares
|
$1.47 Million
0.17% of portfolio
|
Q1 2024
Reduced 2.02%
|
|
|
Hrt Financial LP
New York, NY |
May 13, 2024 Q1 2024 |
35,312
shares
|
$1.41 Million
0.01% of portfolio
|
Q1 2024
Added 218.24%
|
|
|
Avantax Advisory Services, Inc.
|
May 08, 2024 Q1 2024 |
33,450
shares
|
$1.33 Million
0.01% of portfolio
|
Q1 2024
Reduced 25.63%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 10, 2024 Q1 2024 |
31,997
shares
|
$1.27 Million
0.0% of portfolio
|
Q1 2024
Added 14.72%
|
|