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 129 institutions that hold shares in the stock, with a total of 5.39 Million shares, which have been reported (via 13F filing form) to have a value of $258 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cwm, LLC
|
Oct 08, 2024 Q3 2024 |
486,850
shares
|
$23.3 Million
0.1% of portfolio
|
Q3 2024
Added 119.08%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
465,101
shares
|
$22.3 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
|
$19.4 Million
0.03% of portfolio
|
Q3 2024
Added 35.69%
|
|
|
Mc Carthy & Cox
Marysville, OH |
Oct 10, 2024 Q3 2024 |
400,355
shares
|
$19.2 Million
7.38% of portfolio
|
Q3 2024
Added 0.58%
|
|
|
Financial Services Advisory Inc
|
Oct 31, 2024 Q3 2024 |
336,487
shares
|
$16.1 Million
3.95% of portfolio
|
Q3 2024
Reduced 1.42%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
219,223
shares
|
$10.5 Million
0.02% of portfolio
|
Q3 2024
Reduced 58.54%
|
|
|
Gds Wealth Management
|
Nov 04, 2024 Q3 2024 |
199,966
shares
|
$9.57 Million
0.94% of portfolio
|
Q3 2024
Added 10.8%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2024 Q2 2024 |
152,541
shares
|
$7.3 Million
0.02% of portfolio
|
Q2 2024
Reduced 57.79%
|
|
|
Stephens Inc
|
Oct 28, 2024 Q3 2024 |
133,484
shares
|
$6.39 Million
0.09% of portfolio
|
Q3 2024
Added 61.93%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 22, 2024 Q2 2024 |
132,362
shares
|
$6.33 Million
0.01% of portfolio
|
Q2 2024
Reduced 49.81%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Aug 14, 2024 Q2 2024 |
124,122
shares
|
$5.94 Million
0.02% of portfolio
|
Q1 2024
Reduced 1.48%
|
|
|
Steward Partners Investment Advisory, LLC
|
Aug 08, 2024 Q2 2024 |
115,401
shares
|
$5.52 Million
0.06% of portfolio
|
Q2 2024
Reduced 8.28%
|
|
|
Mbl Wealth, LLC
Charlotte, NC |
Jul 19, 2024 Q2 2024 |
103,624
shares
|
$4.96 Million
0.57% of portfolio
|
Q2 2024
Added 2.86%
|
|
|
Envestnet Asset Management Inc
|
Aug 08, 2024 Q2 2024 |
102,420
shares
|
$4.9 Million
0.0% of portfolio
|
Q2 2024
Reduced 84.24%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 07, 2024 Q2 2024 |
95,825
shares
|
$4.59 Million
0.0% of portfolio
|
Q2 2024
Reduced 5.46%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
86,630
shares
|
$4.15 Million
0.01% of portfolio
|
Q3 2024
Added 23.53%
|
|
|
Keystone Wealth Services, LLC
|
Oct 15, 2024 Q3 2024 |
85,476
shares
|
$4.09 Million
1.22% of portfolio
|
Q3 2024
Added 13.38%
|
|
|
Main Street Financial Solutions, LLC
|
Aug 07, 2024 Q2 2024 |
74,466
shares
|
$3.56 Million
0.32% of portfolio
|
Q2 2024
Reduced 2.49%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Aug 02, 2024 Q2 2024 |
67,580
shares
|
$3.23 Million
0.04% of portfolio
|
Q2 2024
Reduced 6.51%
|
|
|
Assetmark, Inc
|
Nov 01, 2024 Q3 2024 |
64,545
shares
|
$3.09 Million
0.01% of portfolio
|
Q3 2024
Added 188.64%
|
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2024 Q2 2024 |
63,035
shares
|
$3.02 Million
0.02% of portfolio
|
Q2 2024
Reduced 14.16%
|
|
|
Beck Capital Management, LLC
Austin, TX |
Aug 14, 2024 Q2 2024 |
59,108
shares
|
$2.83 Million
0.84% of portfolio
|
Q2 2024
Reduced 3.18%
|
|
|
Kingsbury Capital Investment Advisors LLC
Evanston, IL |
Nov 10, 2022 Q3 2022 |
59,056
shares
|
$2.83 Million
2.92% of portfolio
|
Q3 2022
New holding
|
|
|
Janney Montgomery Scott LLC
|
Oct 29, 2024 Q3 2024 |
55,562
shares
|
$2.66 Million
0.01% of portfolio
|
Q3 2024
Added 22.7%
|
|
|
Aifg Consultants Ltd.
Halfmoon, NY |
Oct 21, 2024 Q3 2024 |
53,504
shares
|
$2.56 Million
1.95% of portfolio
|
Q3 2024
Reduced 62.79%
|