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 |
|---|---|---|---|---|---|
|
Savvy Advisors, Inc.
New York, NY |
May 12, 2025 Q1 2025 |
4,352
shares
|
$215,815
0.02% of portfolio
|
Q4 2024
Reduced 4.06%
|
|
|
Aptus Capital Advisors, LLC
|
May 13, 2025 Q1 2025 |
4,331
shares
|
$214,774
0.0% of portfolio
|
Q1 2025
Reduced 21.61%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Apr 29, 2025 Q1 2025 |
4,327
shares
|
$214,575
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Barclays PLC
London, X0 |
May 15, 2025 Q1 2025 |
4,132
shares
|
$204,905
0.0% of portfolio
|
Q1 2025
Added 10230.0%
|
|
|
Ogorek Anthony Joseph
|
May 09, 2025 Q1 2025 |
3,960
shares
|
$196,376
0.06% of portfolio
|
Q4 2024
Reduced 2.7%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Apr 30, 2025 Q1 2025 |
2,721
shares
|
$134,934
0.0% of portfolio
|
Q3 2024
Added 105.51%
|
|
|
Creative Financial Designs Inc
|
Apr 23, 2025 Q1 2025 |
2,514
shares
|
$124,669
0.01% of portfolio
|
Q1 2025
Reduced 9.76%
|
|
|
Strategic Asset Management, LLC
|
Nov 01, 2022 Q3 2022 |
2,415
shares
|
$119,759
0.14% of portfolio
|
Q3 2022
Added 22.9%
|
|
|
Financial Network Wealth Advisors LLC
Murray, UT |
May 12, 2025 Q1 2025 |
2,003
shares
|
$99,328
0.13% of portfolio
|
Q4 2024
Reduced 31.45%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Apr 22, 2025 Q1 2025 |
1,857
shares
|
$92,088
0.01% of portfolio
|
Q1 2025
Added 2.43%
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
May 15, 2025 Q1 2025 |
1,790
shares
|
$88,766
0.01% of portfolio
|
Q1 2025
Reduced 10.5%
|
|
|
Archer Investment Corp
|
May 05, 2025 Q1 2025 |
1,656
shares
|
$82,121
0.02% of portfolio
|
Q2 2023
Reduced 0.06%
|
|
|
Frazier Financial Advisors, LLC
Columbus, OH |
May 09, 2025 Q1 2025 |
1,406
shares
|
$69,723
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
1,303
shares
|
$64,615
0.0% of portfolio
|
Q1 2025
Reduced 73.14%
|
|
|
Geneos Wealth Management Inc.
|
May 21, 2025 Q1 2025 |
850
shares
|
$42,151
0.0% of portfolio
|
Q1 2025
Reduced 50.0%
|
|
|
Center For Financial Planning, Inc.
Southfied, MI |
Apr 22, 2025 Q1 2025 |
600
shares
|
$29,754
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Park Square Financial Group, LLC
Roswell, GA |
Apr 30, 2025 Q1 2025 |
517
shares
|
$25,638
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
435
shares
|
$21,571
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
May 12, 2025 Q1 2025 |
400
shares
|
$19,836
0.0% of portfolio
|
Q4 2024
Reduced 27.27%
|
|
|
Cibc Private Wealth Group, LLC
|
May 14, 2025 Q1 2025 |
255
shares
|
$12,645
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Larson Financial Group LLC
|
May 02, 2025 Q1 2025 |
200
shares
|
$9,918
0.0% of portfolio
|
Q3 2024
Reduced 65.87%
|
|
|
Topsail Wealth Management, LLC
Charlotte, NC |
Apr 30, 2025 Q1 2025 |
200
shares
|
$9,918
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Noble Wealth Management Pbc
Greenwood Village, CO |
Apr 15, 2025 Q1 2025 |
150
shares
|
$7,438
0.01% of portfolio
|
Q1 2025
Reduced 25.0%
|
|
|
Wood Tarver Financial Group, LLC
Boise, ID |
Apr 29, 2025 Q1 2025 |
120
shares
|
$5,950
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
100
shares
|
$4,959
0.0% of portfolio
|
Q1 2024
New holding
|