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 105 institutions that hold shares in the stock, with a total of 4.65 Million shares, which have been reported (via 13F filing form) to have a value of $198 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
Oct 15, 2024 Q3 2024 |
10,368
shares
|
$441,469
0.19% of portfolio
|
Q3 2024
Reduced 5.9%
|
|
|
Townsquare Capital LLC
|
Nov 13, 2024 Q3 2024 |
10,308
shares
|
$438,914
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Truadvice, LLC
Sarasota, FL |
Nov 13, 2023 Q3 2023 |
10,125
shares
|
$431,122
0.15% of portfolio
|
Q3 2023
Added 29.81%
|
|
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
Oct 31, 2024 Q3 2024 |
10,048
shares
|
$427,843
0.16% of portfolio
|
Q3 2024
New holding
|
|
|
Certified Advisory Corp
Altamonte Springs, FL |
Nov 12, 2024 Q3 2024 |
10,000
shares
|
$425,800
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Bouchey Financial Group LTD
|
Oct 24, 2024 Q3 2024 |
9,998
shares
|
$425,714
0.04% of portfolio
|
Q3 2024
Added 12.24%
|
|
|
Schwallier Wealth Management LLC
Grand Rapids, MI |
Nov 07, 2024 Q3 2024 |
9,530
shares
|
$405,787
0.28% of portfolio
|
Q3 2024
New holding
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Oct 15, 2024 Q3 2024 |
9,475
shares
|
$403,445
0.03% of portfolio
|
Q3 2024
Added 962.22%
|
|
|
Keystone Wealth Services, LLC
|
Oct 15, 2024 Q3 2024 |
9,005
shares
|
$383,432
0.11% of portfolio
|
Q3 2024
Reduced 0.38%
|
|
|
Lvz, Inc.
|
Oct 24, 2024 Q3 2024 |
8,638
shares
|
$367,806
0.05% of portfolio
|
Q2 2024
Added 1.77%
|
|
|
Stephens Inc
|
Oct 28, 2024 Q3 2024 |
8,585
shares
|
$365,549
0.01% of portfolio
|
Q3 2023
New holding
|
|
|
Arbor Capital Management Inc
Anchorage, AK |
Nov 04, 2024 Q3 2024 |
8,304
shares
|
$353,584
0.33% of portfolio
|
Q3 2024
Added 28.78%
|
|
|
Centaurus Financial, Inc.
|
Nov 12, 2024 Q3 2024 |
7,968
shares
|
$339,277
0.02% of portfolio
|
Q3 2024
Reduced 0.62%
|
|
|
Founders Financial Securities LLC
|
Nov 12, 2024 Q3 2024 |
7,813
shares
|
$332,677
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Nov 08, 2024 Q3 2024 |
7,546
shares
|
$321,308
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Oct 31, 2024 Q3 2024 |
7,546
shares
|
$321,308
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Advisory Services Network, LLC
|
Nov 14, 2024 Q3 2024 |
7,405
shares
|
$315,304
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Orion Portfolio Solutions, LLC
|
Nov 15, 2024 Q3 2024 |
6,820
shares
|
$290,395
0.0% of portfolio
|
Q3 2024
Added 8.5%
|
|
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
Dec 12, 2024 Q3 2024 |
6,674
shares
|
$284,178
0.11% of portfolio
|
Q2 2024
New holding
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
6,638
shares
|
$282,646
0.01% of portfolio
|
Q3 2021
Added 69.98%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
6,582
shares
|
$280,261
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Mayfair Advisory Group, LLC
Birmingham, AL |
Oct 23, 2024 Q3 2024 |
6,401
shares
|
$272,554
0.17% of portfolio
|
Q3 2024
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
6,275
shares
|
$267,189
0.02% of portfolio
|
Q3 2023
New holding
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Nov 04, 2024 Q3 2024 |
6,237
shares
|
$265,571
0.02% of portfolio
|
Q3 2024
Reduced 22.64%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Dec 13, 2024 Q3 2024 |
6,210
shares
|
$264,421
0.01% of portfolio
|
Q2 2024
Added 1.75%
|