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 4.97 Million shares, which have been reported (via 13F filing form) to have a value of $210 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ogorek Anthony Joseph
|
May 09, 2025 Q1 2025 |
762,538
shares
|
$32.2 Million
10.26% of portfolio
|
Q1 2025
Reduced 0.89%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
263,567
shares
|
$11.1 Million
0.0% of portfolio
|
Q1 2025
Reduced 35.81%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
259,493
shares
|
$11 Million
0.01% of portfolio
|
Q3 2024
Added 142.7%
|
|
|
Foguth Wealth Management, Llc.
Brighton, MI |
May 15, 2025 Q1 2025 |
190,162
shares
|
$8.03 Million
1.89% of portfolio
|
Q1 2025
Added 19.25%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
182,581
shares
|
$7.71 Million
0.02% of portfolio
|
Q1 2025
Reduced 65.28%
|
|
|
Signal Advisors Wealth, LLC
Detroit, MI |
Apr 10, 2025 Q1 2025 |
178,663
shares
|
$7.54 Million
0.71% of portfolio
|
Q1 2025
Added 49.29%
|
|
|
Armis Advisers, LLC
Atlanta, GA |
May 08, 2025 Q1 2025 |
177,266
shares
|
$7.49 Million
0.68% of portfolio
|
Q1 2025
Reduced 10.68%
|
|
|
Reap Financial Group, LLC
Austin, TX |
May 14, 2025 Q1 2025 |
169,466
shares
|
$7.16 Million
1.72% of portfolio
|
Q1 2025
Reduced 2.12%
|
|
|
Ignite Planners, LLC
|
May 05, 2025 Q1 2025 |
165,123
shares
|
$6.97 Million
1.42% of portfolio
|
Q1 2025
Reduced 13.27%
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
163,060
shares
|
$6.89 Million
0.0% of portfolio
|
Q1 2025
Added 3.14%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
159,463
shares
|
$6.73 Million
0.01% of portfolio
|
Q3 2024
Added 32.43%
|
|
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
May 09, 2025 Q1 2025 |
152,118
shares
|
$6.42 Million
1.27% of portfolio
|
Q1 2025
Reduced 12.47%
|
|
|
Truist Financial Corp
|
Apr 29, 2025 Q1 2025 |
150,253
shares
|
$6.35 Million
0.01% of portfolio
|
Q1 2025
Reduced 2.65%
|
|
|
Janney Montgomery Scott LLC
|
Apr 17, 2025 Q1 2025 |
149,825
shares
|
$6.33 Million
0.02% of portfolio
|
Q1 2025
Reduced 2.11%
|
|
|
Hickory Asset Management, Inc.
Concord, OH |
Apr 16, 2025 Q1 2025 |
132,717
shares
|
$5.6 Million
4.82% of portfolio
|
Q1 2025
Reduced 1.01%
|
|
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
May 15, 2025 Q1 2025 |
129,479
shares
|
$5.47 Million
4.71% of portfolio
|
Q1 2025
New holding
|
|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
98,655
shares
|
$4.17 Million
0.02% of portfolio
|
Q1 2025
Reduced 10.67%
|
|
|
Kestra Advisory Services, LLC
|
May 14, 2025 Q1 2025 |
93,018
shares
|
$3.93 Million
0.02% of portfolio
|
Q1 2025
Reduced 11.62%
|
|
|
Life Wealth Investments, LLC
Winter Garden, FL |
Apr 21, 2025 Q1 2025 |
85,780
shares
|
$3.62 Million
1.44% of portfolio
|
Q1 2025
Added 34.49%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
85,775
shares
|
$3.62 Million
0.01% of portfolio
|
Q1 2025
Added 13.3%
|
|
|
Commonwealth Equity Services, LLC
|
May 09, 2025 Q1 2025 |
74,599
shares
|
$3.15 Million
0.0% of portfolio
|
Q1 2025
Reduced 0.43%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
51,088
shares
|
$2.16 Million
0.01% of portfolio
|
Q1 2025
Reduced 4.81%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Apr 25, 2025 Q1 2025 |
49,016
shares
|
$2.07 Million
0.08% of portfolio
|
Q1 2025
Added 0.26%
|
|
|
Spire Wealth Management
|
Apr 23, 2025 Q1 2025 |
48,691
shares
|
$2.06 Million
0.07% of portfolio
|
Q1 2025
Reduced 13.22%
|
|
|
Wood Tarver Financial Group, LLC
Boise, ID |
Apr 29, 2025 Q1 2025 |
44,962
shares
|
$1.9 Million
0.71% of portfolio
|
Q1 2025
Reduced 31.13%
|