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 114 institutions that hold shares in the stock, with a total of 4.87 Million shares, which have been reported (via 13F filing form) to have a value of $227 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Grantvest Financial Group LLC
Matawan, NJ |
Aug 13, 2025 Q2 2025 |
6,550
shares
|
$305,688
0.22% of portfolio
|
Q1 2025
Reduced 2.24%
|
|
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
Aug 11, 2025 Q2 2025 |
6,364
shares
|
$297,007
0.05% of portfolio
|
Q2 2025
Reduced 4.64%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Aug 12, 2025 Q2 2025 |
6,300
shares
|
$294,021
0.01% of portfolio
|
Q2 2025
Reduced 4.28%
|
|
|
Jim Saulnier & Associates, LLC
Fort Collins, CO |
Aug 04, 2025 Q2 2025 |
6,131
shares
|
$286,133
0.19% of portfolio
|
Q3 2024
New holding
|
|
|
Mtm Investment Management, LLC
Spartanburg, SC |
Aug 08, 2025 Q2 2025 |
6,000
shares
|
$280,020
0.1% of portfolio
|
Q3 2024
Added 500.0%
|
|
|
Spectrum Asset Management, Inc.
|
Jul 23, 2025 Q2 2025 |
5,970
shares
|
$278,619
0.12% of portfolio
|
Q1 2025
Reduced 45.58%
|
|
|
Eudaimonia Partners, LLC
Winchester, TN |
Apr 25, 2024 Q1 2024 |
5,901
shares
|
$275,399
0.05% of portfolio
|
Q2 2023
New holding
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Jul 08, 2025 Q2 2025 |
5,895
shares
|
$275,119
0.02% of portfolio
|
Q1 2025
Added 117800.0%
|
|
|
Five Pine Wealth Management
Coeur D Alene, ID |
Oct 09, 2025 Q3 2025 |
5,871
shares
|
$273,999
0.19% of portfolio
|
Q3 2025
Added 24.33%
|
|
|
Holistic Planning, LLC
Nacogdoches, TX |
Jul 28, 2025 Q2 2025 |
5,746
shares
|
$268,165
0.07% of portfolio
|
Q1 2025
Added 1.95%
|
|
|
Inspire Advisors, LLC
Meridian, ID |
Aug 11, 2025 Q2 2025 |
5,700
shares
|
$266,019
0.03% of portfolio
|
Q4 2023
New holding
|
|
|
Wmg Financial Advisors, LLC
|
Jul 24, 2025 Q2 2025 |
5,641
shares
|
$263,265
0.1% of portfolio
|
Q3 2024
New holding
|
|
|
Essex Financial Services, Inc.
|
Jul 16, 2025 Q2 2025 |
5,565
shares
|
$259,718
0.02% of portfolio
|
Q3 2024
Added 7.74%
|
|
|
Meridian Wealth Management, LLC
|
Aug 08, 2025 Q2 2025 |
5,265
shares
|
$245,717
0.01% of portfolio
|
Q1 2025
Added 1.06%
|
|
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
Aug 13, 2025 Q2 2025 |
5,137
shares
|
$239,743
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Per Stirling Capital Management, Llc.
Austin, TX |
Aug 13, 2025 Q2 2025 |
4,921
shares
|
$229,663
0.03% of portfolio
|
Q2 2025
Reduced 0.02%
|
|
|
Advyzon Investment Management, LLC
Lisle, IL |
Aug 07, 2025 Q2 2025 |
4,621
shares
|
$215,662
0.05% of portfolio
|
Q2 2025
Reduced 9.83%
|
|
|
Barclays PLC
London, X0 |
Aug 14, 2025 Q2 2025 |
4,589
shares
|
$214,168
0.0% of portfolio
|
Q2 2025
Added 85.26%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Aug 14, 2025 Q2 2025 |
4,085
shares
|
$190,646
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
Jan 21, 2025 Q4 2024 |
4,085
shares
|
$190,646
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Strategic Asset Management, LLC
|
Nov 01, 2022 Q3 2022 |
3,274
shares
|
$152,797
0.17% of portfolio
|
Q3 2022
Added 89.25%
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Aug 12, 2025 Q2 2025 |
2,398
shares
|
$111,914
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Allworth Financial LP
|
Aug 07, 2025 Q2 2025 |
1,658
shares
|
$77,378
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Soa Wealth Advisors, Llc.
|
Jul 18, 2025 Q2 2025 |
1,423
shares
|
$66,411
0.01% of portfolio
|
Q3 2024
Added 351.75%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
1,280
shares
|
$59,737
0.0% of portfolio
|
Q3 2023
Added 49.71%
|