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 |
|---|---|---|---|---|---|
|
Janney Montgomery Scott LLC
|
Jul 17, 2025 Q2 2025 |
55,068
shares
|
$2.99 Million
0.01% of portfolio
|
Q2 2025
Added 1.35%
|
|
|
Opes Wealth Management LLC
Menlo Park, CA |
Jul 30, 2025 Q2 2025 |
48,853
shares
|
$2.65 Million
0.46% of portfolio
|
Q2 2025
Added 2.29%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Aug 12, 2025 Q2 2025 |
44,816
shares
|
$2.43 Million
0.07% of portfolio
|
Q2 2025
Reduced 70.62%
|
|
|
Schulz Wealth, Ltd.
Mansfield, TX |
Jul 07, 2025 Q2 2025 |
38,892
shares
|
$2.11 Million
1.5% of portfolio
|
Q2 2025
Reduced 3.89%
|
|
|
Mariner, LLC
Overland Park, KS |
Aug 14, 2025 Q2 2025 |
38,482
shares
|
$2.09 Million
0.0% of portfolio
|
Q2 2025
Reduced 0.6%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Aug 07, 2025 Q2 2025 |
38,232
shares
|
$2.08 Million
0.02% of portfolio
|
Q2 2025
Reduced 5.91%
|
|
|
Aurora Private Wealth, Inc.
|
Jul 24, 2025 Q2 2025 |
33,120
shares
|
$1.8 Million
1.27% of portfolio
|
Q1 2025
Reduced 2.39%
|
|
|
One Ascent Financial Services LLC
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
32,133
shares
|
$1.74 Million
0.12% of portfolio
|
Q2 2025
New holding
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
Aug 11, 2025 Q2 2025 |
31,720
shares
|
$1.72 Million
0.03% of portfolio
|
Q2 2025
Reduced 2.54%
|
|
|
Truist Financial Corp
|
Jul 18, 2025 Q2 2025 |
31,227
shares
|
$1.7 Million
0.0% of portfolio
|
Q2 2025
Reduced 0.27%
|
|
|
1776 Wealth LLC
|
Aug 08, 2025 Q2 2025 |
30,626
shares
|
$1.66 Million
0.68% of portfolio
|
Q1 2025
Reduced 7.72%
|
|
|
Frontier Wealth Management LLC
Kansas City, MO |
Aug 12, 2022 Q2 2022 |
30,160
shares
|
$1.64 Million
0.01% of portfolio
|
Q2 2022
Reduced 3.28%
|
|
|
Lion Street Advisors, LLC
|
Jul 25, 2025 Q2 2025 |
29,282
shares
|
$1.59 Million
0.48% of portfolio
|
Q2 2025
Reduced 23.05%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Aug 08, 2025 Q2 2025 |
27,442
shares
|
$1.49 Million
0.03% of portfolio
|
Q2 2025
Reduced 1.2%
|
|
|
Synergy Asset Management, LLC
Bellevue, WA |
Jul 21, 2025 Q2 2025 |
26,007
shares
|
$1.41 Million
0.16% of portfolio
|
Q2 2025
Reduced 1.42%
|
|
|
Prosperity Consulting Group, LLC
|
Aug 05, 2025 Q2 2025 |
25,488
shares
|
$1.38 Million
0.1% of portfolio
|
Q2 2025
Reduced 5.91%
|
|
|
Blue Bell Private Wealth Management, LLC
|
Aug 11, 2025 Q2 2025 |
24,348
shares
|
$1.32 Million
0.22% of portfolio
|
Q2 2025
Reduced 1.59%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jul 21, 2025 Q2 2025 |
23,298
shares
|
$1.27 Million
0.06% of portfolio
|
Q2 2025
Reduced 0.54%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
23,053
shares
|
$1.25 Million
0.0% of portfolio
|
Q2 2025
Reduced 13.99%
|
|
|
Wolff Wiese Magana LLC
|
Jul 17, 2025 Q2 2025 |
22,368
shares
|
$1.21 Million
0.74% of portfolio
|
Q3 2024
Added 797.59%
|
|
|
Truadvice, LLC
Sarasota, FL |
Nov 13, 2023 Q3 2023 |
22,293
shares
|
$1.21 Million
0.37% of portfolio
|
Q3 2023
Added 8.94%
|
|
|
Mc Carthy & Cox
Marysville, OH |
Jul 15, 2025 Q2 2025 |
22,190
shares
|
$1.2 Million
0.3% of portfolio
|
Q1 2025
Reduced 94.3%
|
|
|
Steward Partners Investment Advisory, LLC
|
Aug 12, 2025 Q2 2025 |
21,580
shares
|
$1.17 Million
0.01% of portfolio
|
Q2 2025
Reduced 7.51%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Jul 30, 2025 Q2 2025 |
21,430
shares
|
$1.16 Million
0.06% of portfolio
|
Q2 2025
Added 9.38%
|
|
|
Integrity Financial Corp
|
Aug 05, 2025 Q2 2025 |
21,374
shares
|
$1.16 Million
0.62% of portfolio
|
Q2 2025
Reduced 5.82%
|