Institutional Ownership First Tr Exch Trd Fd Viii Ft C (FJUL)
This table provides information about the institutional ownership of First Tr Exch Trd Fd Viii Ft C (FJUL). We have compiled data on the 165 institutions that hold shares in the stock, with a total of 7.6 Million shares, which have been reported (via 13F filing form) to have a value of $417 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Envestnet Asset Management Inc
|
Nov 04, 2025 Q3 2025 |
720,413
shares
|
$39.5 Million
0.01% of portfolio
|
Q3 2025
Added 437.44%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Nov 14, 2025 Q3 2025 |
588,164
shares
|
$32.3 Million
0.01% of portfolio
|
Q3 2025
Reduced 67.48%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
465,101
shares
|
$25.5 Million
0.01% of portfolio
|
Q3 2024
Added 68.76%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
404,869
shares
|
$22.2 Million
0.03% of portfolio
|
Q3 2024
Added 35.69%
|
|
|
Ferguson Shapiro LLC
|
Nov 10, 2025 Q3 2025 |
400,944
shares
|
$22 Million
11.02% of portfolio
|
Q3 2025
Added 0.73%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 14, 2025 Q3 2025 |
388,538
shares
|
$21.3 Million
0.03% of portfolio
|
Q3 2025
Added 153.84%
|
|
|
Cwm, LLC
|
Oct 15, 2025 Q3 2025 |
351,054
shares
|
$19.3 Million
0.06% of portfolio
|
Q3 2025
Added 0.2%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 22, 2025 Q3 2025 |
236,107
shares
|
$13 Million
0.02% of portfolio
|
Q3 2025
Added 35.32%
|
|
|
Assetmark, Inc
|
Nov 06, 2025 Q3 2025 |
200,936
shares
|
$11 Million
0.02% of portfolio
|
Q3 2025
Added 11.27%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 14, 2025 Q3 2025 |
197,454
shares
|
$10.8 Million
0.03% of portfolio
|
Q3 2025
Added 166.11%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
192,572
shares
|
$10.6 Million
0.02% of portfolio
|
Q3 2025
Added 28.16%
|
|
|
Reap Financial Group, LLC
Austin, TX |
Nov 05, 2025 Q3 2025 |
146,925
shares
|
$8.06 Million
1.75% of portfolio
|
Q3 2025
Added 23.88%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 12, 2025 Q3 2025 |
141,451
shares
|
$7.76 Million
0.0% of portfolio
|
Q3 2025
Reduced 6.71%
|
|
|
Atria Investments LLC
Charlotte, NC |
Nov 06, 2025 Q3 2025 |
123,394
shares
|
$6.77 Million
0.08% of portfolio
|
Q3 2025
New holding
|
|
|
Stephens Inc
|
Oct 27, 2025 Q3 2025 |
122,115
shares
|
$6.7 Million
0.09% of portfolio
|
Q3 2025
Reduced 3.45%
|
|
|
Motiv8 Investments LLC
Port St. Lucie, FL |
Oct 23, 2025 Q3 2025 |
118,866
shares
|
$6.52 Million
3.46% of portfolio
|
Q3 2025
New holding
|
|
|
Smart Wealth LLC
Omaha, NE |
Nov 07, 2025 Q3 2025 |
115,153
shares
|
$6.32 Million
2.38% of portfolio
|
Q3 2025
Reduced 13.41%
|
|
|
Onyx Bridge Wealth Group LLC
|
Nov 06, 2025 Q3 2025 |
114,986
shares
|
$6.31 Million
0.77% of portfolio
|
Q3 2025
New holding
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 19, 2025 Q3 2025 |
108,409
shares
|
$5.95 Million
0.01% of portfolio
|
Q2 2025
Reduced 3.65%
|
|
|
Novem Group
Rochester, NY |
Nov 10, 2025 Q3 2025 |
96,828
shares
|
$5.31 Million
0.62% of portfolio
|
Q3 2025
Added 8.55%
|
|
|
Mbl Wealth, LLC
Charlotte, NC |
Oct 16, 2025 Q3 2025 |
95,688
shares
|
$5.25 Million
0.51% of portfolio
|
Q3 2025
Reduced 7.54%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Nov 12, 2025 Q3 2025 |
91,198
shares
|
$5 Million
0.01% of portfolio
|
Q3 2025
Added 32.44%
|
|
|
Bam Wealth Management, LLC
Lakewood, CO |
Oct 31, 2025 Q3 2025 |
90,365
shares
|
$4.96 Million
3.83% of portfolio
|
Q3 2025
New holding
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Oct 24, 2025 Q3 2025 |
83,197
shares
|
$4.56 Million
0.11% of portfolio
|
Q3 2025
Added 1151.08%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2025 Q3 2025 |
80,612
shares
|
$4.42 Million
0.02% of portfolio
|
Q3 2025
Added 0.59%
|