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 |
|---|---|---|---|---|---|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
20,918
shares
|
$1.14 Million
0.03% of portfolio
|
Q3 2020
Reduced 85.96%
|
|
|
Journey Strategic Wealth LLC
Summit, NJ |
Aug 12, 2025 Q2 2025 |
19,850
shares
|
$1.08 Million
0.03% of portfolio
|
Q2 2025
Reduced 6.17%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Aug 14, 2025 Q2 2025 |
19,481
shares
|
$1.06 Million
0.0% of portfolio
|
Q2 2025
Reduced 19.23%
|
|
|
Accel Wealth Management
|
Jul 21, 2025 Q2 2025 |
19,333
shares
|
$1.05 Million
0.34% of portfolio
|
Q2 2025
Reduced 0.05%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Jul 31, 2025 Q2 2025 |
18,441
shares
|
$1 Million
0.01% of portfolio
|
Q2 2025
Reduced 1.21%
|
|
|
Family Wealth Group, LLC
Lexington, KY |
Aug 04, 2025 Q2 2025 |
18,199
shares
|
$988,205
0.97% of portfolio
|
Q2 2025
Reduced 9.19%
|
|
|
Founders Financial Securities LLC
|
Aug 06, 2025 Q2 2025 |
17,417
shares
|
$945,743
0.07% of portfolio
|
Q2 2025
Added 8.61%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Aug 14, 2025 Q2 2025 |
17,110
shares
|
$929,073
0.0% of portfolio
|
Q2 2025
Reduced 40.23%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 28, 2025 Q2 2025 |
13,928
shares
|
$756,290
0.02% of portfolio
|
Q2 2025
Reduced 0.33%
|
|
|
Ubs Group Ag
|
Aug 14, 2025 Q2 2025 |
13,845
shares
|
$751,783
0.0% of portfolio
|
Q2 2025
Reduced 16.54%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Aug 14, 2025 Q2 2025 |
13,756
shares
|
$746,950
0.07% of portfolio
|
Q2 2025
Added 102.23%
|
|
|
Tfb Advisors LLC
Overland Park, KS |
Jul 30, 2025 Q2 2025 |
13,725
shares
|
$745,267
0.19% of portfolio
|
Q2 2025
Reduced 6.29%
|
|
|
Soa Wealth Advisors, Llc.
|
Jul 18, 2025 Q2 2025 |
13,219
shares
|
$717,791
0.08% of portfolio
|
Q3 2024
Added 31.53%
|
|
|
Old Mission Capital LLC
|
Aug 14, 2025 Q2 2025 |
12,883
shares
|
$699,546
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Aug 14, 2025 Q2 2025 |
12,829
shares
|
$696,614
0.03% of portfolio
|
Q2 2025
Added 8.01%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
12,165
shares
|
$660,559
0.0% of portfolio
|
Q2 2025
Reduced 8.2%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 14, 2025 Q2 2025 |
12,124
shares
|
$658,333
0.0% of portfolio
|
Q2 2025
Reduced 0.16%
|
|
|
Lm Advisors LLC
San Diego, CA |
Aug 14, 2025 Q2 2025 |
12,000
shares
|
$651,600
0.08% of portfolio
|
Q4 2023
New holding
|
|
|
Harvest Investment Services, LLC
|
Aug 14, 2025 Q2 2025 |
11,755
shares
|
$638,296
0.15% of portfolio
|
Q2 2025
Added 34.14%
|
|
|
Crown Wealth Group, LLC
|
Jul 16, 2025 Q2 2025 |
11,699
shares
|
$635,255
0.24% of portfolio
|
Q3 2024
New holding
|
|
|
Ae Wealth Management LLC
|
Aug 06, 2025 Q2 2025 |
11,568
shares
|
$628,142
0.01% of portfolio
|
Q2 2025
Reduced 40.72%
|
|
|
Mc Kinley Carter Wealth Services, Inc.
|
Jul 24, 2025 Q2 2025 |
11,438
shares
|
$621,083
0.03% of portfolio
|
Q4 2024
Reduced 20.87%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Jul 28, 2025 Q2 2025 |
11,310
shares
|
$614,133
0.02% of portfolio
|
Q2 2025
Added 66.76%
|
|
|
Kestra Private Wealth Services, LLC
|
Aug 07, 2025 Q2 2025 |
11,255
shares
|
$611,146
0.01% of portfolio
|
Q2 2025
Added 9.75%
|
|
|
Gts Securities LLC
New York, NY |
Aug 08, 2025 Q2 2025 |
10,981
shares
|
$596,268
0.03% of portfolio
|
Q1 2025
New holding
|