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 154 institutions that hold shares in the stock, with a total of 7.66 Million shares, which have been reported (via 13F filing form) to have a value of $418 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
|
$98.7 Million
0.03% of portfolio
|
Q2 2025
Added 156.01%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
465,101
shares
|
$25.4 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
|
$22.1 Million
0.03% of portfolio
|
Q3 2024
Added 35.69%
|
|
|
Ferguson Shapiro LLC
|
Aug 01, 2025 Q2 2025 |
398,043
shares
|
$21.7 Million
10.62% of portfolio
|
Q2 2025
New holding
|
|
|
Cwm, LLC
|
Oct 15, 2025 Q3 2025 |
351,054
shares
|
$19.2 Million
0.06% of portfolio
|
Q3 2025
Added 0.2%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 22, 2025 Q3 2025 |
236,107
shares
|
$12.9 Million
0.02% of portfolio
|
Q3 2025
Added 35.32%
|
|
|
Assetmark, Inc
|
Aug 04, 2025 Q2 2025 |
180,587
shares
|
$9.85 Million
0.02% of portfolio
|
Q2 2025
Added 31.8%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 08, 2025 Q2 2025 |
153,062
shares
|
$8.35 Million
0.01% of portfolio
|
Q2 2025
Reduced 55.27%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
151,626
shares
|
$8.27 Million
0.0% of portfolio
|
Q2 2025
Added 52.77%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Sep 04, 2025 Q2 2025 |
150,263
shares
|
$8.2 Million
0.01% of portfolio
|
Q2 2025
Reduced 30.48%
|
|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
134,045
shares
|
$7.31 Million
0.0% of portfolio
|
Q2 2025
Reduced 73.02%
|
|
|
Smart Wealth LLC
Omaha, NE |
Aug 13, 2025 Q2 2025 |
132,987
shares
|
$7.26 Million
2.16% of portfolio
|
Q2 2025
Added 3.16%
|
|
|
Armis Advisers, LLC
Atlanta, GA |
Jul 15, 2025 Q2 2025 |
128,289
shares
|
$7 Million
0.52% of portfolio
|
Q2 2025
Reduced 3.17%
|
|
|
Stephens Inc
|
Oct 27, 2025 Q3 2025 |
122,115
shares
|
$6.66 Million
0.09% of portfolio
|
Q3 2025
Reduced 3.45%
|
|
|
Motiv8 Investments LLC
Port St. Lucie, FL |
Oct 23, 2025 Q3 2025 |
118,866
shares
|
$6.49 Million
3.46% of portfolio
|
Q3 2025
New holding
|
|
|
Reap Financial Group, LLC
Austin, TX |
Jul 23, 2025 Q2 2025 |
118,606
shares
|
$6.47 Million
1.44% of portfolio
|
Q2 2025
Reduced 3.51%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Aug 14, 2025 Q2 2025 |
108,409
shares
|
$5.91 Million
0.01% of portfolio
|
Q2 2025
Reduced 3.65%
|
|
|
Mbl Wealth, LLC
Charlotte, NC |
Oct 16, 2025 Q3 2025 |
95,688
shares
|
$5.22 Million
0.51% of portfolio
|
Q3 2025
Reduced 7.54%
|
|
|
Bam Wealth Management, LLC
Lakewood, CO |
Oct 31, 2025 Q3 2025 |
90,365
shares
|
$4.93 Million
3.83% of portfolio
|
Q3 2025
New holding
|
|
|
Novem Group
Rochester, NY |
Jul 16, 2025 Q2 2025 |
89,203
shares
|
$4.87 Million
0.58% of portfolio
|
Q2 2025
Reduced 0.45%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Oct 24, 2025 Q3 2025 |
83,197
shares
|
$4.54 Million
0.11% of portfolio
|
Q3 2025
Added 1151.08%
|
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2025 Q2 2025 |
80,136
shares
|
$4.37 Million
0.02% of portfolio
|
Q2 2025
Added 2.1%
|
|
|
Synergy Asset Management, LLC
Bellevue, WA |
Oct 21, 2025 Q3 2025 |
78,853
shares
|
$4.3 Million
0.16% of portfolio
|
Q3 2025
Added 203.2%
|
|
|
Keystone Wealth Services, LLC
|
Oct 22, 2025 Q3 2025 |
77,420
shares
|
$4.22 Million
1.01% of portfolio
|
Q3 2025
Reduced 5.72%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Aug 14, 2025 Q2 2025 |
74,199
shares
|
$4.05 Million
0.01% of portfolio
|
Q2 2025
Added 3.21%
|