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 151 institutions that hold shares in the stock, with a total of 6.78 Million shares, which have been reported (via 13F filing form) to have a value of $352 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
May 15, 2025 Q1 2025 |
7,470
shares
|
$387,394
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Prospera Financial Services Inc
|
May 15, 2025 Q1 2025 |
7,337
shares
|
$380,496
0.01% of portfolio
|
Q1 2025
Added 1.06%
|
|
|
New Wave Wealth Advisors LLC
Springdale, AR |
Apr 25, 2025 Q1 2025 |
7,000
shares
|
$363,020
0.15% of portfolio
|
Q1 2025
Reduced 22.22%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Apr 24, 2025 Q1 2025 |
6,802
shares
|
$352,751
0.03% of portfolio
|
Q1 2025
Reduced 50.55%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
6,790
shares
|
$352,129
0.0% of portfolio
|
Q1 2025
Added 3.71%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Apr 09, 2025 Q1 2025 |
6,782
shares
|
$351,714
0.01% of portfolio
|
Q1 2025
Added 10.82%
|
|
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
Apr 22, 2025 Q1 2025 |
6,770
shares
|
$351,092
0.14% of portfolio
|
Q1 2025
Reduced 37.21%
|
|
|
Arbor Capital Management Inc
Anchorage, AK |
Apr 28, 2025 Q1 2025 |
6,697
shares
|
$347,306
0.32% of portfolio
|
Q1 2025
Added 4.9%
|
|
|
Sage Capital Advisors,Llc
|
Jul 03, 2025 Q2 2025 |
6,500
shares
|
$337,090
0.09% of portfolio
|
Q2 2025
Reduced 1.34%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Feb 25, 2025 Q4 2024 |
6,436
shares
|
$333,770
0.01% of portfolio
|
Q4 2024
Reduced 13.45%
|
|
|
Transcend Capital Advisors, LLC
|
Apr 24, 2025 Q1 2025 |
6,425
shares
|
$333,200
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Ignite Planners, LLC
|
May 05, 2025 Q1 2025 |
6,052
shares
|
$313,856
0.06% of portfolio
|
Q1 2025
Added 0.17%
|
|
|
Gps Wealth Strategies Group, LLC
|
Apr 15, 2025 Q1 2025 |
6,002
shares
|
$311,263
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Wespac Advisors So Cal, LLC
|
May 06, 2025 Q1 2025 |
5,591
shares
|
$289,949
0.07% of portfolio
|
Q1 2025
Reduced 8.72%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Jul 08, 2025 Q2 2025 |
5,543
shares
|
$287,459
0.02% of portfolio
|
Q1 2025
Added 92283.33%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
5,527
shares
|
$286,630
0.0% of portfolio
|
Q3 2024
Added 214.94%
|
|
|
Signal Advisors Wealth, LLC
Detroit, MI |
Jul 09, 2025 Q2 2025 |
5,447
shares
|
$282,481
0.02% of portfolio
|
Q2 2025
Reduced 1.57%
|
|
|
Arkadios Wealth Advisors
|
May 08, 2025 Q1 2025 |
5,180
shares
|
$268,634
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Apr 21, 2025 Q1 2025 |
5,021
shares
|
$260,389
0.0% of portfolio
|
Q1 2025
Reduced 59.37%
|
|
|
Epg Wealth Management LLC
Atlanta, GA |
May 13, 2025 Q1 2025 |
5,000
shares
|
$259,300
0.07% of portfolio
|
Q1 2025
Reduced 4.31%
|
|
|
Avantax Advisory Services, Inc.
|
May 06, 2025 Q1 2025 |
4,958
shares
|
$257,121
0.0% of portfolio
|
Q1 2025
Reduced 53.72%
|
|
|
Fragasso Group Inc.
Pittsburgh, PA |
Jul 09, 2025 Q2 2025 |
4,597
shares
|
$238,400
0.02% of portfolio
|
Q2 2025
Reduced 18.87%
|
|
|
Diligent Investors, LLC
|
Apr 10, 2025 Q1 2025 |
4,575
shares
|
$237,259
0.06% of portfolio
|
Q1 2024
New holding
|
|
|
Nwf Advisory Services Inc.
Los Angeles, CA |
May 14, 2025 Q4 2024 |
4,450
shares
|
$230,777
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Merit Financial Group, LLC
|
Apr 09, 2025 Q1 2025 |
4,423
shares
|
$229,376
0.0% of portfolio
|
Q1 2025
New holding
|