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 |
|---|---|---|---|---|---|
|
Ae Wealth Management LLC
|
Nov 14, 2024 Q3 2024 |
21,131
shares
|
$1.04 Million
0.01% of portfolio
|
Q3 2024
Added 33.19%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
20,918
shares
|
$1.03 Million
0.03% of portfolio
|
Q3 2020
Reduced 85.96%
|
|
|
Bouchey Financial Group LTD
|
Oct 24, 2024 Q3 2024 |
20,143
shares
|
$993,452
0.09% of portfolio
|
Q3 2024
New holding
|
|
|
Oppenheimer & CO Inc
New York, NY |
Nov 05, 2024 Q3 2024 |
19,846
shares
|
$978,804
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Journey Strategic Wealth LLC
Summit, NJ |
Nov 12, 2024 Q3 2024 |
18,730
shares
|
$923,763
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Nov 08, 2024 Q3 2024 |
17,278
shares
|
$852,150
0.01% of portfolio
|
Q3 2024
Reduced 4.97%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Oct 25, 2024 Q3 2024 |
17,055
shares
|
$841,152
0.05% of portfolio
|
Q3 2024
Added 164.79%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Oct 30, 2024 Q3 2024 |
16,780
shares
|
$827,589
0.04% of portfolio
|
Q3 2024
Added 72.99%
|
|
|
Signature Securities Group Corporation
|
Nov 12, 2024 Q3 2024 |
16,754
shares
|
$826,307
0.21% of portfolio
|
Q3 2024
Reduced 5.36%
|
|
|
Sage Capital Advisors,Llc
|
Oct 08, 2024 Q3 2024 |
16,551
shares
|
$816,295
0.21% of portfolio
|
Q3 2024
Added 25.6%
|
|
|
Kestra Private Wealth Services, LLC
|
Nov 13, 2024 Q3 2024 |
15,835
shares
|
$780,982
0.01% of portfolio
|
Q3 2023
Added 147.62%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Nov 18, 2024 Q3 2024 |
15,202
shares
|
$749,762
0.08% of portfolio
|
Q3 2024
Added 1.27%
|
|
|
Mc Kinley Carter Wealth Services, Inc.
|
Oct 15, 2024 Q3 2024 |
14,454
shares
|
$712,871
0.04% of portfolio
|
Q3 2024
Added 32.75%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 04, 2024 Q3 2024 |
14,384
shares
|
$709,418
0.02% of portfolio
|
Q3 2024
Reduced 14.35%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Oct 15, 2024 Q3 2024 |
14,086
shares
|
$694,721
0.06% of portfolio
|
Q3 2024
Added 31.22%
|
|
|
Signal Advisors Wealth, LLC
Detroit, MI |
Oct 15, 2024 Q3 2024 |
13,766
shares
|
$678,939
0.09% of portfolio
|
Q3 2024
New holding
|
|
|
Family Wealth Group, LLC
Lexington, KY |
Nov 14, 2024 Q3 2024 |
13,651
shares
|
$673,267
0.71% of portfolio
|
Q3 2024
Added 47.67%
|
|
|
Soa Wealth Advisors, Llc.
|
Nov 20, 2024 Q3 2024 |
13,219
shares
|
$651,961
0.12% of portfolio
|
Q3 2024
Added 31.53%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2024 Q3 2024 |
12,799
shares
|
$631,246
0.0% of portfolio
|
Q3 2024
Reduced 8.12%
|
|
|
Dhjj Financial Advisors, Ltd.
|
Oct 22, 2024 Q3 2024 |
12,378
shares
|
$610,482
0.26% of portfolio
|
Q3 2024
Added 5.66%
|
|
|
Lm Advisors LLC
San Diego, CA |
Nov 07, 2024 Q3 2024 |
12,000
shares
|
$591,840
0.12% of portfolio
|
Q4 2023
New holding
|
|
|
Crown Wealth Group, LLC
|
Nov 13, 2024 Q3 2024 |
11,699
shares
|
$576,994
0.27% of portfolio
|
Q3 2024
New holding
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2024 Q3 2024 |
11,199
shares
|
$552,334
0.0% of portfolio
|
Q3 2024
Reduced 67.46%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Oct 31, 2024 Q3 2024 |
11,129
shares
|
$548,882
0.0% of portfolio
|
Q3 2024
Added 81.11%
|
|
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
Oct 15, 2024 Q3 2024 |
10,782
shares
|
$531,768
0.23% of portfolio
|
Q2 2024
Reduced 26.31%
|