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 79 institutions that hold shares in the stock, with a total of 3.13 Million shares, which have been reported (via 13F filing form) to have a value of $129 Million.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Ogorek Anthony Joseph
|
Aug 08, 2024 Q2 2024 |
729,703
shares
|
$30.1 Million
10.09% of portfolio
|
Q2 2024
Reduced 44.04%
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2024 Q2 2024 |
276,777
shares
|
$11.4 Million
0.03% of portfolio
|
Q2 2024
Reduced 23.27%
|
|
Ignite Planners, LLC
|
Jul 12, 2024 Q2 2024 |
199,333
shares
|
$8.23 Million
2.05% of portfolio
|
Q2 2024
Reduced 29.79%
|
|
Smart Money Group LLC
|
Aug 12, 2024 Q2 2024 |
186,017
shares
|
$7.68 Million
3.03% of portfolio
|
Q2 2024
Reduced 4.0%
|
|
First Heartland Consultants, Inc.
|
Jul 25, 2024 Q2 2024 |
172,886
shares
|
$7.14 Million
0.48% of portfolio
|
Q2 2024
Reduced 0.51%
|
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
Aug 13, 2024 Q2 2024 |
158,014
shares
|
$6.52 Million
1.29% of portfolio
|
Q2 2024
Added 18.73%
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Jul 19, 2024 Q2 2024 |
120,411
shares
|
$4.97 Million
0.01% of portfolio
|
Q2 2024
Added 0.02%
|
|
Ae Wealth Management LLC
|
Aug 12, 2024 Q2 2024 |
119,498
shares
|
$4.93 Million
0.05% of portfolio
|
Q2 2024
Reduced 28.9%
|
|
Raymond James & Associates
St Petersburg, FL |
Jul 19, 2024 Q2 2024 |
106,920
shares
|
$4.41 Million
0.0% of portfolio
|
Q2 2024
Reduced 40.26%
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 22, 2024 Q2 2024 |
71,609
shares
|
$2.96 Million
0.01% of portfolio
|
Q2 2024
Reduced 10.7%
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jul 29, 2024 Q2 2024 |
54,908
shares
|
$2.27 Million
0.08% of portfolio
|
Q2 2024
Added 1.63%
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2024 Q2 2024 |
50,724
shares
|
$2.09 Million
0.01% of portfolio
|
Q2 2024
Reduced 17.26%
|
|
Spire Wealth Management
|
Jul 31, 2024 Q2 2024 |
49,333
shares
|
$2.04 Million
0.07% of portfolio
|
Q2 2024
Reduced 2.33%
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 26, 2024 Q2 2024 |
46,079
shares
|
$1.9 Million
0.01% of portfolio
|
Q2 2024
Reduced 58.77%
|
|
Commonwealth Equity Services, LLC
|
Jul 31, 2024 Q2 2024 |
43,409
shares
|
$1.79 Million
0.0% of portfolio
|
Q2 2024
Reduced 77.86%
|
|
Envestnet Asset Management Inc
|
Aug 08, 2024 Q2 2024 |
41,746
shares
|
$1.72 Million
0.0% of portfolio
|
Q2 2024
Reduced 3.36%
|
|
Truist Financial Corp
|
Aug 20, 2024 Q2 2024 |
40,675
shares
|
$1.68 Million
0.0% of portfolio
|
Q2 2024
Reduced 10.3%
|
|
Jane Street Group, LLC
New York, NY |
Aug 14, 2024 Q2 2024 |
39,198
shares
|
$1.62 Million
0.0% of portfolio
|
Q2 2024
Reduced 63.23%
|
|
Cwm, LLC
|
Jul 09, 2024 Q2 2024 |
38,795
shares
|
$1.6 Million
0.01% of portfolio
|
Q2 2024
Reduced 3.67%
|
|
Sunbelt Securities, Inc.
Houston, TX |
Aug 15, 2024 Q2 2024 |
38,470
shares
|
$1.59 Million
0.17% of portfolio
|
Q2 2024
Added 4.05%
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 07, 2024 Q2 2024 |
32,776
shares
|
$1.35 Million
0.0% of portfolio
|
Q2 2024
Added 2.43%
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 26, 2024 Q2 2024 |
30,734
shares
|
$1.27 Million
0.04% of portfolio
|
Q2 2024
Reduced 0.42%
|
|
Hrt Financial LP
New York, NY |
Aug 12, 2024 Q2 2024 |
26,541
shares
|
$1.1 Million
0.01% of portfolio
|
Q2 2024
Reduced 24.84%
|
|
Avantax Advisory Services, Inc.
|
Aug 09, 2024 Q2 2024 |
23,558
shares
|
$972,709
0.01% of portfolio
|
Q2 2024
Reduced 29.57%
|
|
High Tower Advisors, LLC
Chicago, IL |
Aug 13, 2024 Q2 2024 |
23,272
shares
|
$960,900
0.0% of portfolio
|
Q2 2024
Reduced 1.32%
|