Institutional Ownership First Tr Exch Trd Fd Viii Ft C (FJUL)
This table provides information about the institutional ownership of First Tr Exch Trd Fd Viii Ft C (FJUL). We have compiled data on the 145 institutions that hold shares in the stock, with a total of 7.15 Million shares, which have been reported (via 13F filing form) to have a value of $388 Million.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Raymond James Financial Inc
St. Petersburg, FL |
Aug 14, 2025 Q2 2025 |
1,808,552
shares
|
$98.2 Million
0.03% of portfolio
|
Q2 2025
Added 156.01%
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
465,101
shares
|
$25.3 Million
0.01% of portfolio
|
Q3 2024
Added 68.76%
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
404,869
shares
|
$22 Million
0.03% of portfolio
|
Q3 2024
Added 35.69%
|
|
Ferguson Shapiro LLC
|
Aug 01, 2025 Q2 2025 |
398,043
shares
|
$21.6 Million
10.62% of portfolio
|
Q2 2025
New holding
|
|
Cwm, LLC
|
Jul 25, 2025 Q2 2025 |
350,344
shares
|
$19 Million
0.06% of portfolio
|
Q2 2025
Reduced 5.67%
|
|
Assetmark, Inc
|
Aug 04, 2025 Q2 2025 |
180,587
shares
|
$9.81 Million
0.02% of portfolio
|
Q2 2025
Added 31.8%
|
|
Commonwealth Equity Services, LLC
|
Aug 06, 2025 Q2 2025 |
174,478
shares
|
$9.47 Million
0.01% of portfolio
|
Q2 2025
Reduced 10.55%
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 08, 2025 Q2 2025 |
153,062
shares
|
$8.31 Million
0.01% of portfolio
|
Q2 2025
Reduced 55.27%
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
151,626
shares
|
$8.23 Million
0.0% of portfolio
|
Q2 2025
Added 52.77%
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Sep 04, 2025 Q2 2025 |
150,263
shares
|
$8.16 Million
0.01% of portfolio
|
Q2 2025
Reduced 30.48%
|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
134,045
shares
|
$7.28 Million
0.0% of portfolio
|
Q2 2025
Reduced 73.02%
|
|
Smart Wealth LLC
Omaha, NE |
Aug 13, 2025 Q2 2025 |
132,987
shares
|
$7.22 Million
2.16% of portfolio
|
Q2 2025
Added 3.16%
|
|
Armis Advisers, LLC
Atlanta, GA |
Jul 15, 2025 Q2 2025 |
128,289
shares
|
$6.97 Million
0.52% of portfolio
|
Q2 2025
Reduced 3.17%
|
|
Stephens Inc
|
Jul 29, 2025 Q2 2025 |
126,482
shares
|
$6.87 Million
0.09% of portfolio
|
Q2 2025
Reduced 0.55%
|
|
Reap Financial Group, LLC
Austin, TX |
Jul 23, 2025 Q2 2025 |
118,606
shares
|
$6.44 Million
1.44% of portfolio
|
Q2 2025
Reduced 3.51%
|
|
Captrust Financial Advisors
Raleigh, NC |
Aug 14, 2025 Q2 2025 |
108,409
shares
|
$5.89 Million
0.01% of portfolio
|
Q2 2025
Reduced 3.65%
|
|
Mbl Wealth, LLC
Charlotte, NC |
Jul 22, 2025 Q2 2025 |
103,488
shares
|
$5.62 Million
0.57% of portfolio
|
Q2 2025
Reduced 1.04%
|
|
Novem Group
Rochester, NY |
Jul 16, 2025 Q2 2025 |
89,203
shares
|
$4.84 Million
0.58% of portfolio
|
Q2 2025
Reduced 0.45%
|
|
Keystone Wealth Services, LLC
|
Jul 09, 2025 Q2 2025 |
82,113
shares
|
$4.46 Million
1.12% of portfolio
|
Q2 2025
Added 2.75%
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2025 Q2 2025 |
80,136
shares
|
$4.35 Million
0.02% of portfolio
|
Q2 2025
Added 2.1%
|
|
Mml Investors Services, LLC
Springfield, MA |
Aug 14, 2025 Q2 2025 |
74,199
shares
|
$4.03 Million
0.01% of portfolio
|
Q2 2025
Added 3.21%
|
|
Main Street Financial Solutions, LLC
|
Aug 14, 2025 Q2 2025 |
73,767
shares
|
$4.01 Million
0.28% of portfolio
|
Q1 2025
Reduced 0.81%
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
68,861
shares
|
$3.74 Million
0.01% of portfolio
|
Q2 2025
Reduced 12.52%
|
|
Beck Capital Management, LLC
Austin, TX |
Aug 14, 2025 Q2 2025 |
62,034
shares
|
$3.37 Million
0.94% of portfolio
|
Q2 2025
Reduced 0.96%
|
|
Kingsbury Capital Investment Advisors LLC
Evanston, IL |
Nov 10, 2022 Q3 2022 |
59,056
shares
|
$3.21 Million
2.92% of portfolio
|
Q3 2022
New holding
|