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 105 institutions that hold shares in the stock, with a total of 4.65 Million shares, which have been reported (via 13F filing form) to have a value of $198 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ogorek Anthony Joseph
|
Nov 08, 2024 Q3 2024 |
773,553
shares
|
$32.9 Million
10.99% of portfolio
|
Q3 2024
Added 6.01%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
553,728
shares
|
$23.5 Million
0.05% of portfolio
|
Q3 2024
Added 100.06%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
259,493
shares
|
$11 Million
0.01% of portfolio
|
Q3 2024
Added 142.7%
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
231,448
shares
|
$9.84 Million
0.0% of portfolio
|
Q3 2024
Added 454.42%
|
|
|
Ignite Planners, LLC
|
Oct 07, 2024 Q3 2024 |
202,619
shares
|
$8.62 Million
2.0% of portfolio
|
Q3 2024
Added 1.65%
|
|
|
Smart Money Group LLC
|
Nov 05, 2024 Q3 2024 |
171,982
shares
|
$7.31 Million
2.75% of portfolio
|
Q3 2024
Reduced 7.55%
|
|
|
Truist Financial Corp
|
Nov 13, 2024 Q3 2024 |
169,187
shares
|
$7.19 Million
0.01% of portfolio
|
Q3 2024
Added 315.95%
|
|
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
Oct 22, 2024 Q3 2024 |
167,947
shares
|
$7.14 Million
1.36% of portfolio
|
Q3 2024
Added 6.29%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
159,463
shares
|
$6.78 Million
0.01% of portfolio
|
Q3 2024
Added 32.43%
|
|
|
Janney Montgomery Scott LLC
|
Oct 29, 2024 Q3 2024 |
159,063
shares
|
$6.76 Million
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Cwm, LLC
|
Oct 08, 2024 Q3 2024 |
129,038
shares
|
$5.49 Million
0.02% of portfolio
|
Q3 2024
Added 232.62%
|
|
|
Ae Wealth Management LLC
|
Nov 14, 2024 Q3 2024 |
111,959
shares
|
$4.76 Million
0.05% of portfolio
|
Q3 2024
Reduced 6.31%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2024 Q3 2024 |
103,036
shares
|
$4.38 Million
0.02% of portfolio
|
Q3 2024
Added 103.13%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 15, 2024 Q3 2024 |
83,532
shares
|
$3.55 Million
0.01% of portfolio
|
Q3 2024
Added 312.36%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
81,283
shares
|
$3.46 Million
0.01% of portfolio
|
Q3 2024
Added 87.25%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 13, 2024 Q3 2024 |
79,276
shares
|
$3.37 Million
0.01% of portfolio
|
Q3 2024
Added 10.71%
|
|
|
Foguth Wealth Management, Llc.
Brighton, MI |
Oct 09, 2024 Q3 2024 |
67,443
shares
|
$2.87 Million
1.01% of portfolio
|
Q3 2024
New holding
|
|
|
Signal Advisors Wealth, LLC
Detroit, MI |
Oct 15, 2024 Q3 2024 |
67,413
shares
|
$2.87 Million
0.4% of portfolio
|
Q3 2024
New holding
|
|
|
Spire Wealth Management
|
Oct 15, 2024 Q3 2024 |
59,951
shares
|
$2.55 Million
0.08% of portfolio
|
Q3 2024
Added 21.52%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
58,563
shares
|
$2.49 Million
0.01% of portfolio
|
Q3 2024
Added 27.09%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Oct 30, 2024 Q3 2024 |
51,777
shares
|
$2.2 Million
0.1% of portfolio
|
Q3 2024
Reduced 5.7%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2024 Q3 2024 |
46,431
shares
|
$1.97 Million
0.0% of portfolio
|
Q3 2024
Added 411.47%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Nov 18, 2024 Q3 2024 |
43,854
shares
|
$1.86 Million
0.2% of portfolio
|
Q3 2024
Added 14.0%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
30,539
shares
|
$1.3 Million
0.0% of portfolio
|
Q3 2024
Reduced 6.83%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2024 Q3 2024 |
28,428
shares
|
$1.21 Million
0.0% of portfolio
|
Q3 2024
Added 148.28%
|