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 111 institutions that hold shares in the stock, with a total of 5.01 Million shares, which have been reported (via 13F filing form) to have a value of $222 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Epg Wealth Management LLC
Atlanta, GA |
May 13, 2025 Q1 2025 |
13,000
shares
|
$577,200
0.15% of portfolio
|
Q3 2024
New holding
|
|
|
Arkadios Wealth Advisors
|
May 08, 2025 Q1 2025 |
13,000
shares
|
$577,200
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Prosperity Consulting Group, LLC
|
May 07, 2025 Q1 2025 |
12,756
shares
|
$566,366
0.04% of portfolio
|
Q1 2025
Reduced 3.81%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Apr 28, 2025 Q1 2025 |
12,355
shares
|
$548,562
0.01% of portfolio
|
Q1 2025
Reduced 1.59%
|
|
|
Ae Wealth Management LLC
|
May 06, 2025 Q1 2025 |
12,252
shares
|
$543,988
0.0% of portfolio
|
Q1 2025
Reduced 80.17%
|
|
|
Clear Creek Financial Management, LLC
|
Apr 25, 2025 Q1 2025 |
12,060
shares
|
$535,464
0.05% of portfolio
|
Q1 2025
Reduced 16.9%
|
|
|
Old Mission Capital LLC
|
May 15, 2025 Q1 2025 |
11,869
shares
|
$526,983
0.0% of portfolio
|
Q1 2025
Reduced 9.29%
|
|
|
Mariner, LLC
Overland Park, KS |
May 15, 2025 Q1 2025 |
11,828
shares
|
$525,163
0.0% of portfolio
|
Q1 2025
Added 0.17%
|
|
|
Townsquare Capital LLC
|
May 12, 2025 Q1 2025 |
10,453
shares
|
$464,113
0.0% of portfolio
|
Q1 2025
Added 0.69%
|
|
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
Apr 22, 2025 Q1 2025 |
10,348
shares
|
$459,451
0.19% of portfolio
|
Q1 2025
Reduced 0.19%
|
|
|
Truadvice, LLC
Sarasota, FL |
Nov 13, 2023 Q3 2023 |
10,125
shares
|
$449,550
0.15% of portfolio
|
Q3 2023
Added 29.81%
|
|
|
Certified Advisory Corp
Altamonte Springs, FL |
May 08, 2025 Q1 2025 |
10,000
shares
|
$444,000
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Lvz, Inc.
|
Apr 22, 2025 Q1 2025 |
8,638
shares
|
$383,527
0.06% of portfolio
|
Q2 2024
Added 1.77%
|
|
|
Stephens Inc
|
May 01, 2025 Q1 2025 |
8,585
shares
|
$381,174
0.01% of portfolio
|
Q3 2023
New holding
|
|
|
Centaurus Financial, Inc.
|
May 14, 2025 Q1 2025 |
8,528
shares
|
$378,643
0.02% of portfolio
|
Q1 2025
Reduced 0.34%
|
|
|
First Heartland Consultants, Inc.
|
May 07, 2025 Q1 2025 |
8,527
shares
|
$378,598
0.04% of portfolio
|
Q1 2025
Reduced 33.16%
|
|
|
Bouchey Financial Group LTD
|
May 09, 2025 Q1 2025 |
8,080
shares
|
$358,752
0.03% of portfolio
|
Q1 2025
Reduced 5.56%
|
|
|
Arbor Capital Management Inc
Anchorage, AK |
Apr 28, 2025 Q1 2025 |
7,896
shares
|
$350,582
0.33% of portfolio
|
Q1 2025
Added 4.83%
|
|
|
Buck Wealth Strategies, LLC
Denver, CO |
Apr 22, 2025 Q1 2025 |
7,810
shares
|
$346,764
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Keystone Wealth Services, LLC
|
Jul 09, 2025 Q2 2025 |
7,357
shares
|
$326,650
0.09% of portfolio
|
Q4 2024
Reduced 18.3%
|
|
|
Schwallier Wealth Management LLC
Grand Rapids, MI |
Feb 14, 2025 Q4 2024 |
7,030
shares
|
$312,132
0.22% of portfolio
|
Q4 2024
Reduced 26.23%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
6,796
shares
|
$301,742
0.0% of portfolio
|
Q1 2025
Reduced 0.18%
|
|
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
Apr 29, 2025 Q1 2025 |
6,674
shares
|
$296,325
0.06% of portfolio
|
Q2 2024
New holding
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
6,638
shares
|
$294,727
0.01% of portfolio
|
Q3 2021
Added 69.98%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
May 14, 2025 Q1 2025 |
6,582
shares
|
$292,240
0.01% of portfolio
|
Q3 2024
New holding
|