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 154 institutions that hold shares in the stock, with a total of 7.59 Million shares, which have been reported (via 13F filing form) to have a value of $366 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Mml Investors Services, LLC
Springfield, MA |
Feb 13, 2025 Q4 2024 |
75,989
shares
|
$3.66 Million
0.01% of portfolio
|
Q4 2024
Reduced 9.1%
|
|
|
Main Street Financial Solutions, LLC
|
Feb 13, 2025 Q4 2024 |
74,371
shares
|
$3.58 Million
0.35% of portfolio
|
Q4 2024
Reduced 0.17%
|
|
|
Beck Capital Management, LLC
Austin, TX |
Feb 14, 2025 Q4 2024 |
66,373
shares
|
$3.2 Million
1.0% of portfolio
|
Q4 2024
Reduced 2.88%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Feb 14, 2025 Q4 2024 |
63,962
shares
|
$3.08 Million
0.13% of portfolio
|
Q4 2024
Added 0.52%
|
|
|
Kingsbury Capital Investment Advisors LLC
Evanston, IL |
Nov 10, 2022 Q3 2022 |
59,056
shares
|
$2.84 Million
2.92% of portfolio
|
Q3 2022
New holding
|
|
|
Janney Montgomery Scott LLC
|
Jan 17, 2025 Q4 2024 |
53,214
shares
|
$2.56 Million
0.01% of portfolio
|
Q4 2024
Reduced 4.23%
|
|
|
Opes Wealth Management LLC
Menlo Park, CA |
Jan 30, 2025 Q4 2024 |
47,060
shares
|
$2.27 Million
0.47% of portfolio
|
Q4 2024
Reduced 1.68%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
42,722
shares
|
$2.06 Million
0.03% of portfolio
|
Q4 2024
Reduced 32.71%
|
|
|
Schulz Wealth, Ltd.
Mansfield, TX |
Feb 05, 2025 Q4 2024 |
40,468
shares
|
$1.95 Million
1.52% of portfolio
|
Q4 2024
Reduced 1.69%
|
|
|
Mariner, LLC
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
39,561
shares
|
$1.91 Million
0.0% of portfolio
|
Q4 2024
Reduced 1.56%
|
|
|
Lion Street Advisors, LLC
|
Jan 27, 2025 Q4 2024 |
38,054
shares
|
$1.83 Million
0.61% of portfolio
|
Q3 2024
Reduced 2.42%
|
|
|
Truist Financial Corp
|
Jan 31, 2025 Q4 2024 |
34,844
shares
|
$1.68 Million
0.0% of portfolio
|
Q4 2024
Reduced 8.0%
|
|
|
Aurora Private Wealth, Inc.
|
Jan 22, 2025 Q4 2024 |
33,930
shares
|
$1.63 Million
1.24% of portfolio
|
Q4 2024
Added 0.82%
|
|
|
1776 Wealth LLC
|
Feb 10, 2025 Q4 2024 |
33,188
shares
|
$1.6 Million
0.72% of portfolio
|
Q4 2024
Reduced 0.1%
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
Feb 04, 2025 Q4 2024 |
32,496
shares
|
$1.57 Million
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Frontier Wealth Management LLC
Kansas City, MO |
Aug 12, 2022 Q2 2022 |
30,160
shares
|
$1.45 Million
0.01% of portfolio
|
Q2 2022
Reduced 3.28%
|
|
|
Prosperity Consulting Group, LLC
|
Feb 14, 2025 Q4 2024 |
29,568
shares
|
$1.42 Million
0.11% of portfolio
|
Q4 2024
Added 0.13%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Jan 28, 2025 Q4 2024 |
28,827
shares
|
$1.39 Million
0.03% of portfolio
|
Q4 2024
Reduced 2.82%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
26,617
shares
|
$1.28 Million
0.0% of portfolio
|
Q4 2024
Reduced 11.43%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Feb 13, 2025 Q4 2024 |
25,197
shares
|
$1.21 Million
0.0% of portfolio
|
Q4 2024
Reduced 1.03%
|
|
|
Blue Bell Private Wealth Management, LLC
|
Feb 06, 2025 Q4 2024 |
24,794
shares
|
$1.19 Million
0.24% of portfolio
|
Q4 2024
Reduced 0.9%
|
|
|
Integrity Financial Corp
|
Feb 13, 2025 Q4 2024 |
23,226
shares
|
$1.12 Million
0.69% of portfolio
|
Q4 2024
Added 7.04%
|
|
|
Wolff Wiese Magana LLC
|
Jan 14, 2025 Q4 2024 |
22,368
shares
|
$1.08 Million
0.75% of portfolio
|
Q3 2024
Added 797.59%
|
|
|
Truadvice, LLC
Sarasota, FL |
Nov 13, 2023 Q3 2023 |
22,293
shares
|
$1.07 Million
0.37% of portfolio
|
Q3 2023
Added 8.94%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jan 15, 2025 Q4 2024 |
21,782
shares
|
$1.05 Million
0.04% of portfolio
|
Q4 2024
Added 29.81%
|