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 4.97 Million shares, which have been reported (via 13F filing form) to have a value of $214 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
42,237
shares
|
$1.82 Million
0.0% of portfolio
|
Q1 2025
Added 24.45%
|
|
|
Goldman Sachs Group Inc
New York, NY |
May 16, 2025 Q1 2025 |
40,841
shares
|
$1.76 Million
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Founders Financial Securities LLC
|
May 12, 2025 Q1 2025 |
34,855
shares
|
$1.5 Million
0.13% of portfolio
|
Q1 2025
Added 134.63%
|
|
|
Smart Wealth LLC
Omaha, NE |
Apr 29, 2025 Q1 2025 |
33,079
shares
|
$1.42 Million
0.48% of portfolio
|
Q1 2025
Reduced 20.15%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
May 14, 2025 Q1 2025 |
32,428
shares
|
$1.39 Million
0.0% of portfolio
|
Q1 2025
Added 14.07%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Apr 24, 2025 Q1 2025 |
29,090
shares
|
$1.25 Million
0.12% of portfolio
|
Q1 2025
Reduced 33.67%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
May 14, 2025 Q1 2025 |
25,395
shares
|
$1.09 Million
0.0% of portfolio
|
Q1 2025
Reduced 4.79%
|
|
|
Ferguson Shapiro LLC
|
Apr 23, 2025 Q1 2025 |
25,227
shares
|
$1.08 Million
0.66% of portfolio
|
Q1 2025
Reduced 0.73%
|
|
|
Stone X Group Inc.
|
May 15, 2025 Q1 2025 |
24,720
shares
|
$1.06 Million
0.06% of portfolio
|
Q1 2025
Reduced 10.82%
|
|
|
Claro Advisors LLC
Boston, MA |
May 12, 2025 Q1 2025 |
22,746
shares
|
$978,078
0.14% of portfolio
|
Q3 2024
Reduced 18.27%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Apr 28, 2025 Q1 2025 |
22,576
shares
|
$970,768
0.09% of portfolio
|
Q1 2025
New holding
|
|
|
Lunt Capital Management, Inc.
Holladay, UT |
May 05, 2025 Q1 2025 |
22,576
shares
|
$970,768
0.34% of portfolio
|
Q3 2024
New holding
|
|
|
Integrity Financial Corp
|
May 12, 2025 Q1 2025 |
22,441
shares
|
$964,963
0.55% of portfolio
|
Q1 2025
Reduced 1.91%
|
|
|
Pinnacle Wealth Planning Services, Inc.
|
May 15, 2025 Q1 2025 |
20,262
shares
|
$871,266
0.13% of portfolio
|
Q3 2024
Reduced 8.3%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Apr 16, 2025 Q1 2025 |
19,292
shares
|
$829,556
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
May 08, 2025 Q1 2025 |
18,544
shares
|
$797,392
0.02% of portfolio
|
Q1 2025
Reduced 4.73%
|
|
|
Smart Money Group LLC
|
May 12, 2025 Q1 2025 |
18,420
shares
|
$792,060
0.71% of portfolio
|
Q1 2025
Reduced 88.98%
|
|
|
Ifp Advisors, Inc
|
May 05, 2025 Q1 2025 |
18,389
shares
|
$790,727
0.02% of portfolio
|
Q1 2025
Reduced 1.29%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
May 12, 2025 Q1 2025 |
17,552
shares
|
$754,736
0.0% of portfolio
|
Q1 2025
Reduced 6.8%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
May 14, 2025 Q1 2025 |
16,665
shares
|
$716,595
0.0% of portfolio
|
Q1 2025
Reduced 39.87%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
May 15, 2025 Q1 2025 |
16,654
shares
|
$716,122
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
16,650
shares
|
$715,950
0.12% of portfolio
|
Q3 2024
Added 160.16%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 15, 2025 Q1 2025 |
15,458
shares
|
$664,694
0.0% of portfolio
|
Q1 2025
Reduced 7.05%
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 13, 2025 Q1 2025 |
13,060
shares
|
$561,580
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Epg Wealth Management LLC
Atlanta, GA |
May 13, 2025 Q1 2025 |
13,000
shares
|
$559,000
0.15% of portfolio
|
Q3 2024
New holding
|