Institutional Ownership First Tr Exch Trd Fd Viii Ft C (DJUL)
This table provides information about the institutional ownership of First Tr Exch Trd Fd Viii Ft C (DJUL). We have compiled data on the 112 institutions that hold shares in the stock, with a total of 5.08 Million shares, which have been reported (via 13F filing form) to have a value of $218 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ogorek Anthony Joseph
|
Jan 24, 2025 Q4 2024 |
769,412
shares
|
$33.1 Million
10.27% of portfolio
|
Q4 2024
Reduced 0.54%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
525,917
shares
|
$22.6 Million
0.06% of portfolio
|
Q4 2024
Reduced 5.02%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
410,621
shares
|
$17.7 Million
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
259,493
shares
|
$11.2 Million
0.01% of portfolio
|
Q3 2024
Added 142.7%
|
|
|
Ignite Planners, LLC
|
Jan 13, 2025 Q4 2024 |
190,379
shares
|
$8.2 Million
1.85% of portfolio
|
Q4 2024
Reduced 6.04%
|
|
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
Jan 24, 2025 Q4 2024 |
173,780
shares
|
$7.48 Million
1.43% of portfolio
|
Q4 2024
Added 3.47%
|
|
|
Smart Money Group LLC
|
Jan 16, 2025 Q4 2024 |
167,085
shares
|
$7.19 Million
2.76% of portfolio
|
Q4 2024
Reduced 2.85%
|
|
|
Foguth Wealth Management, Llc.
Brighton, MI |
Jan 27, 2025 Q4 2024 |
159,464
shares
|
$6.86 Million
1.79% of portfolio
|
Q4 2024
Added 136.44%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
159,463
shares
|
$6.86 Million
0.01% of portfolio
|
Q3 2024
Added 32.43%
|
|
|
Envestnet Asset Management Inc
|
Feb 12, 2025 Q4 2024 |
158,101
shares
|
$6.81 Million
0.0% of portfolio
|
Q4 2024
Reduced 31.69%
|
|
|
Truist Financial Corp
|
Jan 31, 2025 Q4 2024 |
154,343
shares
|
$6.64 Million
0.01% of portfolio
|
Q4 2024
Reduced 8.77%
|
|
|
Janney Montgomery Scott LLC
|
Jan 17, 2025 Q4 2024 |
153,049
shares
|
$6.59 Million
0.02% of portfolio
|
Q4 2024
Reduced 3.78%
|
|
|
Hickory Asset Management, Inc.
Concord, OH |
Jan 30, 2025 Q4 2024 |
134,069
shares
|
$5.77 Million
4.78% of portfolio
|
Q4 2024
New holding
|
|
|
Signal Advisors Wealth, LLC
Detroit, MI |
Jan 13, 2025 Q4 2024 |
119,672
shares
|
$5.15 Million
0.57% of portfolio
|
Q4 2024
Added 77.52%
|
|
|
Cwm, LLC
|
Feb 04, 2025 Q4 2024 |
110,438
shares
|
$4.75 Million
0.02% of portfolio
|
Q4 2024
Reduced 14.41%
|
|
|
Kestra Advisory Services, LLC
|
Feb 10, 2025 Q4 2024 |
105,252
shares
|
$4.53 Million
0.03% of portfolio
|
Q4 2024
Added 2.15%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Feb 13, 2025 Q4 2024 |
75,706
shares
|
$3.26 Million
0.01% of portfolio
|
Q4 2024
Reduced 4.5%
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
74,920
shares
|
$3.23 Million
0.0% of portfolio
|
Q4 2024
Reduced 7.83%
|
|
|
Ae Wealth Management LLC
|
Feb 13, 2025 Q4 2024 |
61,783
shares
|
$2.66 Million
0.02% of portfolio
|
Q4 2024
Reduced 44.82%
|
|
|
Spire Wealth Management
|
Jan 24, 2025 Q4 2024 |
56,106
shares
|
$2.42 Million
0.08% of portfolio
|
Q4 2024
Reduced 6.41%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Feb 14, 2025 Q4 2024 |
53,670
shares
|
$2.31 Million
0.01% of portfolio
|
Q4 2024
Reduced 8.36%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jan 15, 2025 Q4 2024 |
48,887
shares
|
$2.1 Million
0.07% of portfolio
|
Q4 2024
Reduced 5.58%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Nov 18, 2024 Q3 2024 |
43,854
shares
|
$1.89 Million
0.2% of portfolio
|
Q3 2024
Added 14.0%
|
|
|
Smart Wealth LLC
Omaha, NE |
Jan 28, 2025 Q4 2024 |
41,429
shares
|
$1.78 Million
0.62% of portfolio
|
Q4 2024
Added 144.95%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
33,939
shares
|
$1.46 Million
0.0% of portfolio
|
Q4 2024
Added 11.13%
|