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 151 institutions that hold shares in the stock, with a total of 6.78 Million shares, which have been reported (via 13F filing form) to have a value of $336 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Kingsbury Capital Investment Advisors LLC
Evanston, IL |
Nov 10, 2022 Q3 2022 |
59,056
shares
|
$2.93 Million
2.92% of portfolio
|
Q3 2022
New holding
|
|
|
Janney Montgomery Scott LLC
|
Apr 17, 2025 Q1 2025 |
54,332
shares
|
$2.69 Million
0.01% of portfolio
|
Q1 2025
Added 2.1%
|
|
|
Opes Wealth Management LLC
Menlo Park, CA |
May 06, 2025 Q1 2025 |
47,760
shares
|
$2.37 Million
0.47% of portfolio
|
Q1 2025
Added 1.49%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Apr 21, 2025 Q1 2025 |
47,313
shares
|
$2.35 Million
0.09% of portfolio
|
Q1 2025
Added 129.22%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Apr 28, 2025 Q1 2025 |
40,632
shares
|
$2.01 Million
0.02% of portfolio
|
Q1 2025
Reduced 4.89%
|
|
|
Schulz Wealth, Ltd.
Mansfield, TX |
Apr 29, 2025 Q1 2025 |
40,468
shares
|
$2.01 Million
1.47% of portfolio
|
Q4 2024
Reduced 1.69%
|
|
|
Mariner, LLC
Overland Park, KS |
May 15, 2025 Q1 2025 |
38,715
shares
|
$1.92 Million
0.0% of portfolio
|
Q1 2025
Reduced 2.14%
|
|
|
Lion Street Advisors, LLC
|
Apr 18, 2025 Q1 2025 |
38,054
shares
|
$1.89 Million
0.59% of portfolio
|
Q3 2024
Reduced 2.42%
|
|
|
Atria Investments LLC
Charlotte, NC |
May 06, 2025 Q1 2025 |
33,781
shares
|
$1.68 Million
0.02% of portfolio
|
Q1 2025
Added 62.91%
|
|
|
Aurora Private Wealth, Inc.
|
Apr 28, 2025 Q1 2025 |
33,120
shares
|
$1.64 Million
1.26% of portfolio
|
Q1 2025
Reduced 2.39%
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
32,546
shares
|
$1.61 Million
0.03% of portfolio
|
Q1 2025
Added 0.15%
|
|
|
Truist Financial Corp
|
Apr 29, 2025 Q1 2025 |
31,311
shares
|
$1.55 Million
0.0% of portfolio
|
Q1 2025
Reduced 10.14%
|
|
|
1776 Wealth LLC
|
May 05, 2025 Q1 2025 |
30,626
shares
|
$1.52 Million
0.7% of portfolio
|
Q1 2025
Reduced 7.72%
|
|
|
Frontier Wealth Management LLC
Kansas City, MO |
Aug 12, 2022 Q2 2022 |
30,160
shares
|
$1.5 Million
0.01% of portfolio
|
Q2 2022
Reduced 3.28%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
May 14, 2025 Q1 2025 |
28,626
shares
|
$1.42 Million
0.0% of portfolio
|
Q1 2025
Added 71.17%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
May 02, 2025 Q1 2025 |
27,776
shares
|
$1.38 Million
0.03% of portfolio
|
Q1 2025
Reduced 3.65%
|
|
|
Prosperity Consulting Group, LLC
|
May 07, 2025 Q1 2025 |
27,088
shares
|
$1.34 Million
0.1% of portfolio
|
Q1 2025
Reduced 8.39%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2025 Q1 2025 |
26,802
shares
|
$1.33 Million
0.0% of portfolio
|
Q1 2025
Added 0.7%
|
|
|
Synergy Asset Management, LLC
Bellevue, WA |
Apr 22, 2025 Q1 2025 |
26,382
shares
|
$1.31 Million
0.16% of portfolio
|
Q1 2025
New holding
|
|
|
Blue Bell Private Wealth Management, LLC
|
May 05, 2025 Q1 2025 |
24,742
shares
|
$1.23 Million
0.23% of portfolio
|
Q1 2025
Reduced 0.21%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
May 14, 2025 Q1 2025 |
24,120
shares
|
$1.2 Million
0.0% of portfolio
|
Q1 2025
Reduced 4.27%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Apr 25, 2025 Q1 2025 |
23,425
shares
|
$1.16 Million
0.05% of portfolio
|
Q1 2025
Added 7.54%
|
|
|
Steward Partners Investment Advisory, LLC
|
May 13, 2025 Q1 2025 |
23,331
shares
|
$1.16 Million
0.01% of portfolio
|
Q1 2025
Reduced 86.46%
|
|
|
Integrity Financial Corp
|
May 12, 2025 Q1 2025 |
22,696
shares
|
$1.13 Million
0.65% of portfolio
|
Q1 2025
Reduced 2.28%
|
|
|
Wolff Wiese Magana LLC
|
Apr 22, 2025 Q1 2025 |
22,368
shares
|
$1.11 Million
0.75% of portfolio
|
Q3 2024
Added 797.59%
|