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 |
|---|---|---|---|---|---|
|
Mc Kinley Carter Wealth Services, Inc.
|
Apr 15, 2025 Q1 2025 |
11,438
shares
|
$567,210
0.03% of portfolio
|
Q4 2024
Reduced 20.87%
|
|
|
Gts Securities LLC
New York, NY |
May 15, 2025 Q1 2025 |
10,981
shares
|
$544,547
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Dhjj Financial Advisors, Ltd.
|
Apr 18, 2025 Q1 2025 |
10,715
shares
|
$531,356
0.23% of portfolio
|
Q1 2025
Reduced 7.91%
|
|
|
World Equity Group, Inc.
Schaumburg, IL |
Apr 22, 2025 Q1 2025 |
10,599
shares
|
$525,604
0.14% of portfolio
|
Q1 2025
Added 25.74%
|
|
|
Kestra Private Wealth Services, LLC
|
May 05, 2025 Q1 2025 |
10,255
shares
|
$508,545
0.01% of portfolio
|
Q4 2024
Reduced 35.24%
|
|
|
Fsb Premier Wealth Management, Inc.
|
May 08, 2025 Q1 2025 |
9,695
shares
|
$480,775
0.19% of portfolio
|
Q1 2025
Reduced 3.0%
|
|
|
Griffith & Werner, Inc.
Canton, GA |
Apr 14, 2025 Q1 2025 |
9,363
shares
|
$464,311
0.28% of portfolio
|
Q4 2024
New holding
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
9,316
shares
|
$461,980
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Outlook Wealth Advisors, LLC
|
Apr 14, 2025 Q1 2025 |
9,177
shares
|
$455,087
0.15% of portfolio
|
Q2 2024
Reduced 53.86%
|
|
|
Grantvest Financial Group LLC
Matawan, NJ |
May 08, 2025 Q1 2025 |
9,037
shares
|
$448,144
0.35% of portfolio
|
Q4 2024
New holding
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Apr 14, 2025 Q1 2025 |
8,828
shares
|
$437,780
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
May 14, 2025 Q1 2025 |
8,803
shares
|
$436,540
0.02% of portfolio
|
Q1 2025
Reduced 86.24%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
May 12, 2025 Q1 2025 |
8,786
shares
|
$435,697
0.0% of portfolio
|
Q1 2025
Reduced 1.68%
|
|
|
Harvest Investment Services, LLC
|
May 15, 2025 Q1 2025 |
8,763
shares
|
$434,557
0.13% of portfolio
|
Q1 2025
Reduced 3.14%
|
|
|
Beacon Financial Advisory LLC
|
Apr 24, 2025 Q1 2025 |
8,720
shares
|
$432,424
0.14% of portfolio
|
Q3 2024
Reduced 4.7%
|
|
|
Hanlon Investment Management, Inc.
|
May 13, 2025 Q1 2025 |
8,462
shares
|
$419,630
0.31% of portfolio
|
Q1 2025
Added 10.14%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Apr 17, 2025 Q1 2025 |
8,367
shares
|
$414,919
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
May 09, 2025 Q1 2025 |
8,295
shares
|
$411,349
0.01% of portfolio
|
Q1 2025
Reduced 55.72%
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
8,110
shares
|
$402,174
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Cerity Partners LLC
New York, NY |
Apr 30, 2025 Q1 2025 |
8,110
shares
|
$402,174
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Centaurus Financial, Inc.
|
May 14, 2025 Q1 2025 |
7,932
shares
|
$393,347
0.03% of portfolio
|
Q1 2025
Reduced 1.25%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
7,900
shares
|
$391,761
0.02% of portfolio
|
Q4 2022
Reduced 47.16%
|
|
|
Ifp Advisors, Inc
|
May 05, 2025 Q1 2025 |
7,712
shares
|
$382,438
0.01% of portfolio
|
Q1 2025
Reduced 21.35%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Apr 28, 2025 Q1 2025 |
7,520
shares
|
$372,916
0.01% of portfolio
|
Q4 2024
Reduced 3.48%
|
|
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
May 15, 2025 Q1 2025 |
7,470
shares
|
$370,437
0.01% of portfolio
|
Q1 2025
New holding
|