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 6.67 Million shares, which have been reported (via 13F filing form) to have a value of $329 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Kingsbury Capital Investment Advisors LLC
Evanston, IL |
Nov 10, 2022 Q3 2022 |
59,056
shares
|
$2.91 Million
2.92% of portfolio
|
Q3 2022
New holding
|
|
|
Janney Montgomery Scott LLC
|
Oct 29, 2024 Q3 2024 |
55,562
shares
|
$2.74 Million
0.01% of portfolio
|
Q3 2024
Added 22.7%
|
|
|
Aifg Consultants Ltd.
Halfmoon, NY |
Oct 21, 2024 Q3 2024 |
53,504
shares
|
$2.64 Million
1.95% of portfolio
|
Q3 2024
Reduced 62.79%
|
|
|
Opes Wealth Management LLC
Menlo Park, CA |
Oct 29, 2024 Q3 2024 |
47,865
shares
|
$2.36 Million
0.45% of portfolio
|
Q3 2024
Reduced 2.87%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Nov 01, 2024 Q3 2024 |
45,014
shares
|
$2.22 Million
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Schulz Wealth, Ltd.
Mansfield, TX |
Oct 25, 2024 Q3 2024 |
41,163
shares
|
$2.03 Million
1.53% of portfolio
|
Q3 2024
Added 0.19%
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
40,189
shares
|
$1.98 Million
0.0% of portfolio
|
Q3 2024
Added 48.66%
|
|
|
Lion Street Advisors, LLC
|
Oct 10, 2024 Q3 2024 |
38,054
shares
|
$1.88 Million
0.65% of portfolio
|
Q3 2024
Reduced 2.42%
|
|
|
Truist Financial Corp
|
Nov 13, 2024 Q3 2024 |
37,874
shares
|
$1.87 Million
0.0% of portfolio
|
Q3 2024
Added 48.49%
|
|
|
Aurora Private Wealth, Inc.
|
Oct 18, 2024 Q3 2024 |
33,655
shares
|
$1.66 Million
1.27% of portfolio
|
Q3 2024
Added 100.49%
|
|
|
1776 Wealth LLC
|
Nov 06, 2024 Q3 2024 |
33,220
shares
|
$1.64 Million
0.75% of portfolio
|
Q3 2024
Added 4.3%
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
Nov 12, 2024 Q3 2024 |
32,496
shares
|
$1.6 Million
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Harvest Investment Services, LLC
|
Nov 14, 2024 Q3 2024 |
31,320
shares
|
$1.54 Million
0.5% of portfolio
|
Q3 2024
New holding
|
|
|
Frontier Wealth Management LLC
Kansas City, MO |
Aug 12, 2022 Q2 2022 |
30,160
shares
|
$1.49 Million
0.01% of portfolio
|
Q2 2022
Reduced 3.28%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
30,053
shares
|
$1.48 Million
0.0% of portfolio
|
Q3 2024
Added 73.98%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Nov 12, 2024 Q3 2024 |
29,662
shares
|
$1.46 Million
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Prosperity Consulting Group, LLC
|
Oct 15, 2024 Q3 2024 |
29,529
shares
|
$1.46 Million
0.11% of portfolio
|
Q3 2024
New holding
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2024 Q3 2024 |
25,458
shares
|
$1.26 Million
0.0% of portfolio
|
Q3 2024
Added 106.67%
|
|
|
Blue Bell Private Wealth Management, LLC
|
Oct 28, 2024 Q3 2024 |
25,020
shares
|
$1.23 Million
0.24% of portfolio
|
Q3 2024
Reduced 5.02%
|
|
|
Atria Investments LLC
Charlotte, NC |
Nov 01, 2024 Q3 2024 |
23,168
shares
|
$1.14 Million
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Wolff Wiese Magana LLC
|
Oct 16, 2024 Q3 2024 |
22,368
shares
|
$1.1 Million
0.76% of portfolio
|
Q3 2024
Added 797.59%
|
|
|
Avantax Advisory Services, Inc.
|
Nov 13, 2024 Q3 2024 |
22,356
shares
|
$1.1 Million
0.01% of portfolio
|
Q3 2024
Reduced 52.6%
|
|
|
Truadvice, LLC
Sarasota, FL |
Nov 13, 2023 Q3 2023 |
22,293
shares
|
$1.1 Million
0.37% of portfolio
|
Q3 2023
Added 8.94%
|
|
|
Integrity Financial Corp
|
Oct 21, 2024 Q3 2024 |
21,698
shares
|
$1.07 Million
0.65% of portfolio
|
Q3 2024
Added 79.38%
|
|
|
Accel Wealth Management
|
Oct 15, 2024 Q3 2024 |
21,400
shares
|
$1.06 Million
0.39% of portfolio
|
Q3 2024
New holding
|