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 |
|---|---|---|---|---|---|
|
Creative One Wealth, LLC
Overland Park, KS |
May 14, 2025 Q1 2025 |
6,582
shares
|
$277,957
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Grantvest Financial Group LLC
Matawan, NJ |
May 08, 2025 Q1 2025 |
6,550
shares
|
$276,606
0.22% of portfolio
|
Q1 2025
Reduced 2.24%
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
6,406
shares
|
$270,525
0.0% of portfolio
|
Q1 2025
Added 16325.64%
|
|
|
Jim Saulnier & Associates, LLC
Fort Collins, CO |
Apr 21, 2025 Q1 2025 |
6,131
shares
|
$258,912
0.2% of portfolio
|
Q3 2024
New holding
|
|
|
Mtm Investment Management, LLC
Spartanburg, SC |
May 01, 2025 Q1 2025 |
6,000
shares
|
$253,379
0.1% of portfolio
|
Q3 2024
Added 500.0%
|
|
|
Spectrum Asset Management, Inc.
|
Apr 15, 2025 Q1 2025 |
5,970
shares
|
$252,113
0.11% of portfolio
|
Q1 2025
Reduced 45.58%
|
|
|
Eudaimonia Partners, LLC
Winchester, TN |
Apr 25, 2024 Q1 2024 |
5,901
shares
|
$249,199
0.05% of portfolio
|
Q2 2023
New holding
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Apr 09, 2025 Q1 2025 |
5,895
shares
|
$248,945
0.02% of portfolio
|
Q1 2025
Added 117800.0%
|
|
|
Holistic Planning, LLC
Nacogdoches, TX |
Apr 23, 2025 Q1 2025 |
5,746
shares
|
$242,653
0.08% of portfolio
|
Q1 2025
Added 1.95%
|
|
|
Inspire Advisors, LLC
Meridian, ID |
May 07, 2025 Q1 2025 |
5,700
shares
|
$240,710
0.03% of portfolio
|
Q4 2023
New holding
|
|
|
Wmg Financial Advisors, LLC
|
May 06, 2025 Q1 2025 |
5,641
shares
|
$238,219
0.11% of portfolio
|
Q3 2024
New holding
|
|
|
Essex Financial Services, Inc.
|
Apr 25, 2025 Q1 2025 |
5,565
shares
|
$235,009
0.02% of portfolio
|
Q3 2024
Added 7.74%
|
|
|
Cambridge Advisors Inc.
|
Apr 24, 2025 Q1 2025 |
5,548
shares
|
$234,292
0.05% of portfolio
|
Q4 2024
Reduced 8.27%
|
|
|
Meridian Wealth Management, LLC
|
May 12, 2025 Q1 2025 |
5,265
shares
|
$222,340
0.01% of portfolio
|
Q1 2025
Added 1.06%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Apr 29, 2025 Q1 2025 |
5,259
shares
|
$222,087
0.01% of portfolio
|
Q1 2025
Reduced 42.74%
|
|
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
May 02, 2025 Q1 2025 |
5,137
shares
|
$216,935
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Advyzon Investment Management, LLC
Lisle, IL |
May 09, 2025 Q1 2025 |
5,125
shares
|
$216,428
0.07% of portfolio
|
Q1 2025
Added 2.19%
|
|
|
Five Pine Wealth Management
Coeur D Alene, ID |
Apr 21, 2025 Q1 2025 |
5,059
shares
|
$213,641
0.17% of portfolio
|
Q4 2024
New holding
|
|
|
Per Stirling Capital Management, Llc.
Austin, TX |
May 14, 2025 Q1 2025 |
4,922
shares
|
$207,856
0.03% of portfolio
|
Q1 2025
Reduced 0.99%
|
|
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
Jan 21, 2025 Q4 2024 |
4,085
shares
|
$172,509
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Strategic Asset Management, LLC
|
Nov 01, 2022 Q3 2022 |
3,274
shares
|
$138,261
0.17% of portfolio
|
Q3 2022
Added 89.25%
|
|
|
Barclays PLC
London, X0 |
May 15, 2025 Q1 2025 |
2,477
shares
|
$104,603
0.0% of portfolio
|
Q1 2025
Added 260.03%
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
May 12, 2025 Q1 2025 |
2,398
shares
|
$101,267
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Allworth Financial LP
|
Apr 30, 2025 Q1 2025 |
1,658
shares
|
$70,017
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Soa Wealth Advisors, Llc.
|
Apr 14, 2025 Q1 2025 |
1,423
shares
|
$60,093
0.01% of portfolio
|
Q3 2024
Added 351.75%
|