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 112 institutions that hold shares in the stock, with a total of 4.98 Million shares, which have been reported (via 13F filing form) to have a value of $229 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Sunbelt Securities, Inc.
Houston, TX |
Aug 14, 2025 Q2 2025 |
43,854
shares
|
$2.01 Million
0.18% of portfolio
|
Q2 2025
Added 50.75%
|
|
|
Spire Wealth Management
|
Aug 04, 2025 Q2 2025 |
43,583
shares
|
$2 Million
0.07% of portfolio
|
Q2 2025
Reduced 10.49%
|
|
|
Wood Tarver Financial Group, LLC
Boise, ID |
Aug 12, 2025 Q2 2025 |
43,404
shares
|
$1.99 Million
0.58% of portfolio
|
Q2 2025
Reduced 3.47%
|
|
|
One Ascent Financial Services LLC
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
37,304
shares
|
$1.71 Million
0.12% of portfolio
|
Q2 2025
New holding
|
|
|
Smart Wealth LLC
Omaha, NE |
Aug 13, 2025 Q2 2025 |
31,979
shares
|
$1.47 Million
0.45% of portfolio
|
Q2 2025
Reduced 3.33%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Aug 14, 2025 Q2 2025 |
26,959
shares
|
$1.24 Million
0.0% of portfolio
|
Q2 2025
Reduced 16.87%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jul 21, 2025 Q2 2025 |
25,374
shares
|
$1.17 Million
0.06% of portfolio
|
Q2 2025
Reduced 48.23%
|
|
|
Ferguson Shapiro LLC
|
Aug 01, 2025 Q2 2025 |
24,991
shares
|
$1.15 Million
0.57% of portfolio
|
Q2 2025
Reduced 0.94%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Jul 11, 2025 Q2 2025 |
22,576
shares
|
$1.04 Million
0.09% of portfolio
|
Q1 2025
New holding
|
|
|
Lunt Capital Management, Inc.
Holladay, UT |
Jul 28, 2025 Q2 2025 |
22,576
shares
|
$1.04 Million
0.38% of portfolio
|
Q3 2024
New holding
|
|
|
Ifp Advisors, Inc
|
Jul 24, 2025 Q2 2025 |
22,496
shares
|
$1.03 Million
0.03% of portfolio
|
Q2 2025
Added 22.33%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Aug 14, 2025 Q2 2025 |
21,193
shares
|
$973,182
0.0% of portfolio
|
Q2 2025
Added 27.17%
|
|
|
Pinnacle Wealth Planning Services, Inc.
|
Aug 11, 2025 Q2 2025 |
20,262
shares
|
$930,431
0.12% of portfolio
|
Q3 2024
Reduced 8.3%
|
|
|
Stone X Group Inc.
|
Aug 13, 2025 Q2 2025 |
19,420
shares
|
$891,766
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Integrity Financial Corp
|
Aug 05, 2025 Q2 2025 |
18,805
shares
|
$863,525
0.47% of portfolio
|
Q2 2025
Reduced 16.2%
|
|
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
Aug 08, 2025 Q2 2025 |
18,148
shares
|
$833,356
0.33% of portfolio
|
Q2 2025
Added 75.38%
|
|
|
Claro Advisors LLC
Boston, MA |
Aug 05, 2025 Q2 2025 |
18,043
shares
|
$828,534
0.14% of portfolio
|
Q2 2025
Reduced 20.68%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
17,552
shares
|
$805,987
0.0% of portfolio
|
Q1 2025
Reduced 6.8%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
16,650
shares
|
$764,568
0.12% of portfolio
|
Q3 2024
Added 160.16%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 28, 2025 Q2 2025 |
16,304
shares
|
$748,679
0.02% of portfolio
|
Q2 2025
Reduced 12.08%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Aug 14, 2025 Q2 2025 |
16,239
shares
|
$745,694
0.0% of portfolio
|
Q2 2025
Reduced 2.49%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 14, 2025 Q2 2025 |
15,175
shares
|
$696,836
0.0% of portfolio
|
Q2 2025
Reduced 1.83%
|
|
|
Smart Money Group LLC
|
Aug 06, 2025 Q2 2025 |
14,443
shares
|
$663,222
0.59% of portfolio
|
Q2 2025
Reduced 21.59%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
13,939
shares
|
$640,078
0.0% of portfolio
|
Q2 2025
Reduced 27.75%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
13,278
shares
|
$609,725
0.01% of portfolio
|
Q2 2025
Added 33.99%
|