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 145 institutions that hold shares in the stock, with a total of 6.67 Million shares, which have been reported (via 13F filing form) to have a value of $329 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cwm, LLC
|
Oct 08, 2024 Q3 2024 |
486,850
shares
|
$24 Million
0.1% of portfolio
|
Q3 2024
Added 119.08%
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
469,183
shares
|
$23.1 Million
0.01% of portfolio
|
Q3 2024
Added 358.1%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
465,101
shares
|
$22.9 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
|
$20 Million
0.03% of portfolio
|
Q3 2024
Added 35.69%
|
|
|
Mc Carthy & Cox
Marysville, OH |
Oct 10, 2024 Q3 2024 |
400,355
shares
|
$19.7 Million
7.38% of portfolio
|
Q3 2024
Added 0.58%
|
|
|
Financial Services Advisory Inc
|
Oct 31, 2024 Q3 2024 |
336,487
shares
|
$16.6 Million
3.95% of portfolio
|
Q3 2024
Reduced 1.42%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 13, 2024 Q3 2024 |
316,291
shares
|
$15.6 Million
0.03% of portfolio
|
Q3 2024
Added 138.96%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
262,756
shares
|
$13 Million
0.03% of portfolio
|
Q3 2024
Added 72.25%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
219,223
shares
|
$10.8 Million
0.02% of portfolio
|
Q3 2024
Reduced 58.54%
|
|
|
Gds Wealth Management
|
Nov 04, 2024 Q3 2024 |
199,966
shares
|
$9.86 Million
0.94% of portfolio
|
Q3 2024
Added 10.8%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
197,799
shares
|
$9.76 Million
0.35% of portfolio
|
Q3 2024
Added 1024.24%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 14, 2024 Q3 2024 |
181,118
shares
|
$8.93 Million
0.08% of portfolio
|
Q3 2024
Added 56.95%
|
|
|
Stephens Inc
|
Oct 28, 2024 Q3 2024 |
133,484
shares
|
$6.58 Million
0.09% of portfolio
|
Q3 2024
Added 61.93%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 14, 2024 Q3 2024 |
121,488
shares
|
$5.99 Million
0.02% of portfolio
|
Q3 2024
Reduced 2.12%
|
|
|
Mbl Wealth, LLC
Charlotte, NC |
Jul 19, 2024 Q2 2024 |
103,624
shares
|
$5.11 Million
0.57% of portfolio
|
Q2 2024
Added 2.86%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
88,695
shares
|
$4.37 Million
0.0% of portfolio
|
Q3 2024
Reduced 7.44%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
86,630
shares
|
$4.27 Million
0.01% of portfolio
|
Q3 2024
Added 23.53%
|
|
|
Keystone Wealth Services, LLC
|
Oct 15, 2024 Q3 2024 |
85,476
shares
|
$4.22 Million
1.22% of portfolio
|
Q3 2024
Added 13.38%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 15, 2024 Q3 2024 |
83,592
shares
|
$4.12 Million
0.01% of portfolio
|
Q3 2024
Added 152.93%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2024 Q3 2024 |
82,908
shares
|
$4.09 Million
0.02% of portfolio
|
Q3 2024
Added 31.53%
|
|
|
Main Street Financial Solutions, LLC
|
Nov 05, 2024 Q3 2024 |
74,496
shares
|
$3.67 Million
0.32% of portfolio
|
Q3 2024
Added 0.04%
|
|
|
Beck Capital Management, LLC
Austin, TX |
Nov 14, 2024 Q3 2024 |
68,339
shares
|
$3.37 Million
1.0% of portfolio
|
Q3 2024
Added 15.62%
|
|
|
Assetmark, Inc
|
Nov 01, 2024 Q3 2024 |
64,545
shares
|
$3.18 Million
0.01% of portfolio
|
Q3 2024
Added 188.64%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Nov 13, 2024 Q3 2024 |
63,631
shares
|
$3.14 Million
0.12% of portfolio
|
Q3 2024
New holding
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Nov 06, 2024 Q3 2024 |
63,486
shares
|
$3.13 Million
0.04% of portfolio
|
Q3 2024
Reduced 6.06%
|