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 144 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 $328 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Brookstone Capital Management
|
Oct 08, 2024 Q3 2024 |
10,652
shares
|
$523,971
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Oct 21, 2024 Q3 2024 |
10,390
shares
|
$511,084
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Fsb Premier Wealth Management, Inc.
|
Nov 14, 2024 Q3 2024 |
10,017
shares
|
$492,736
0.21% of portfolio
|
Q3 2024
Added 32.32%
|
|
|
Jane Street Group, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
10,011
shares
|
$492,441
0.0% of portfolio
|
Q3 2024
Reduced 26.82%
|
|
|
New Wave Wealth Advisors LLC
Springdale, AR |
Oct 23, 2024 Q3 2024 |
10,000
shares
|
$491,900
0.22% of portfolio
|
Q3 2024
New holding
|
|
|
Heritage Oak Wealth Advisors LLC
Santa Rosa Beach, FL |
Oct 23, 2024 Q3 2024 |
10,000
shares
|
$491,900
0.22% of portfolio
|
Q3 2024
New holding
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Nov 08, 2024 Q3 2024 |
9,928
shares
|
$488,358
0.0% of portfolio
|
Q3 2024
Added 1062.53%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Nov 08, 2024 Q3 2024 |
9,724
shares
|
$478,323
0.02% of portfolio
|
Q3 2024
Added 10.24%
|
|
|
Ifp Advisors, Inc
|
Jul 30, 2024 Q2 2024 |
9,444
shares
|
$464,550
0.02% of portfolio
|
Q2 2024
Added 15.23%
|
|
|
Outlook Wealth Advisors, LLC
|
Oct 23, 2024 Q3 2024 |
9,177
shares
|
$451,416
0.15% of portfolio
|
Q2 2024
Reduced 53.86%
|
|
|
Prospera Financial Services Inc
|
Nov 07, 2024 Q3 2024 |
9,006
shares
|
$443,005
0.01% of portfolio
|
Q3 2024
Added 81.94%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
8,936
shares
|
$439,561
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Oct 15, 2024 Q3 2024 |
8,851
shares
|
$435,380
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Beacon Financial Advisory LLC
|
Oct 30, 2024 Q3 2024 |
8,720
shares
|
$428,936
0.16% of portfolio
|
Q3 2024
Reduced 4.7%
|
|
|
Centaurus Financial, Inc.
|
Nov 12, 2024 Q3 2024 |
8,216
shares
|
$404,145
0.03% of portfolio
|
Q3 2024
Added 6.72%
|
|
|
Cerity Partners LLC
New York, NY |
Nov 12, 2024 Q3 2024 |
8,110
shares
|
$398,930
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
8,110
shares
|
$398,930
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
7,900
shares
|
$388,601
0.02% of portfolio
|
Q4 2022
Reduced 47.16%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Oct 25, 2024 Q3 2024 |
7,791
shares
|
$383,239
0.01% of portfolio
|
Q3 2024
Reduced 0.26%
|
|
|
Csenge Advisory Group
|
Nov 13, 2024 Q3 2024 |
7,385
shares
|
$363,268
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Aug 19, 2024 Q2 2024 |
7,350
shares
|
$361,546
0.01% of portfolio
|
Q2 2024
Reduced 79.2%
|
|
|
Tfb Advisors LLC
Overland Park, KS |
Oct 31, 2024 Q3 2024 |
7,327
shares
|
$360,415
0.11% of portfolio
|
Q3 2024
Added 30.72%
|
|
|
Summit Wealth Partners, LLC
Orlando, FL |
Oct 28, 2024 Q3 2024 |
7,255
shares
|
$356,873
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Arbor Capital Management Inc
Anchorage, AK |
Nov 04, 2024 Q3 2024 |
7,052
shares
|
$346,887
0.33% of portfolio
|
Q3 2024
Added 23.52%
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Nov 04, 2024 Q3 2024 |
7,051
shares
|
$346,838
0.03% of portfolio
|
Q3 2024
Added 7.6%
|