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 |
|---|---|---|---|---|---|
|
Opes Wealth Management LLC
Menlo Park, CA |
Oct 29, 2024 Q3 2024 |
47,865
shares
|
$2.29 Million
0.45% of portfolio
|
Q3 2024
Reduced 2.87%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 09, 2024 Q2 2024 |
47,165
shares
|
$2.26 Million
0.02% of portfolio
|
Q2 2024
Reduced 21.53%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Nov 01, 2024 Q3 2024 |
45,014
shares
|
$2.15 Million
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Schulz Wealth, Ltd.
Mansfield, TX |
Oct 25, 2024 Q3 2024 |
41,163
shares
|
$1.97 Million
1.53% of portfolio
|
Q3 2024
Added 0.19%
|
|
|
Lion Street Advisors, LLC
|
Oct 10, 2024 Q3 2024 |
38,054
shares
|
$1.82 Million
0.65% of portfolio
|
Q3 2024
Reduced 2.42%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Aug 15, 2024 Q2 2024 |
34,419
shares
|
$1.65 Million
0.0% of portfolio
|
Q2 2024
Added 49.45%
|
|
|
Aurora Private Wealth, Inc.
|
Oct 18, 2024 Q3 2024 |
33,655
shares
|
$1.61 Million
1.27% of portfolio
|
Q3 2024
Added 100.49%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Aug 14, 2024 Q2 2024 |
33,050
shares
|
$1.58 Million
0.01% of portfolio
|
Q2 2024
Reduced 16.43%
|
|
|
1776 Wealth LLC
|
Aug 13, 2024 Q2 2024 |
31,851
shares
|
$1.52 Million
0.69% of portfolio
|
Q1 2024
Added 2.04%
|
|
|
Frontier Wealth Management LLC
Kansas City, MO |
Aug 12, 2022 Q2 2022 |
30,160
shares
|
$1.44 Million
0.01% of portfolio
|
Q2 2022
Reduced 3.28%
|
|
|
Prosperity Consulting Group, LLC
|
Oct 15, 2024 Q3 2024 |
29,529
shares
|
$1.41 Million
0.11% of portfolio
|
Q3 2024
New holding
|
|
|
Mariner, LLC
Overland Park, KS |
Aug 13, 2024 Q2 2024 |
27,035
shares
|
$1.29 Million
0.0% of portfolio
|
Q2 2024
Reduced 18.32%
|
|
|
Truist Financial Corp
|
Aug 20, 2024 Q2 2024 |
25,506
shares
|
$1.22 Million
0.0% of portfolio
|
Q2 2024
Reduced 22.72%
|
|
|
Blue Bell Private Wealth Management, LLC
|
Oct 28, 2024 Q3 2024 |
25,020
shares
|
$1.2 Million
0.24% of portfolio
|
Q3 2024
Reduced 5.02%
|
|
|
Atria Investments LLC
Charlotte, NC |
Nov 01, 2024 Q3 2024 |
23,168
shares
|
$1.11 Million
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Wolff Wiese Magana LLC
|
Oct 16, 2024 Q3 2024 |
22,368
shares
|
$1.07 Million
0.76% of portfolio
|
Q3 2024
Added 797.59%
|
|
|
Truadvice, LLC
Sarasota, FL |
Nov 13, 2023 Q3 2023 |
22,293
shares
|
$1.07 Million
0.37% of portfolio
|
Q3 2023
Added 8.94%
|
|
|
Integrity Financial Corp
|
Oct 21, 2024 Q3 2024 |
21,698
shares
|
$1.04 Million
0.65% of portfolio
|
Q3 2024
Added 79.38%
|
|
|
Accel Wealth Management
|
Oct 15, 2024 Q3 2024 |
21,400
shares
|
$1.02 Million
0.39% of portfolio
|
Q3 2024
New holding
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
20,918
shares
|
$1 Million
0.03% of portfolio
|
Q3 2020
Reduced 85.96%
|
|
|
Bouchey Financial Group LTD
|
Oct 24, 2024 Q3 2024 |
20,143
shares
|
$964,043
0.09% of portfolio
|
Q3 2024
New holding
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 22, 2024 Q2 2024 |
18,181
shares
|
$870,142
0.01% of portfolio
|
Q2 2024
Reduced 15.68%
|
|
|
Signature Securities Group Corporation
|
Aug 12, 2024 Q2 2024 |
17,703
shares
|
$847,265
0.23% of portfolio
|
Q2 2024
Reduced 10.74%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Aug 14, 2024 Q2 2024 |
17,594
shares
|
$842,048
0.04% of portfolio
|
Q2 2024
Reduced 89.7%
|
|
|
Wealthgarden F.S. LLC
El Segundo, CA |
Aug 07, 2024 Q2 2024 |
17,362
shares
|
$830,945
0.84% of portfolio
|
Q2 2024
New holding
|