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 147 institutions that hold shares in the stock, with a total of 7.19 Million shares, which have been reported (via 13F filing form) to have a value of $360 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Signal Advisors Wealth, LLC
Detroit, MI |
Jan 13, 2025 Q4 2024 |
6,695
shares
|
$336,691
0.04% of portfolio
|
Q4 2024
Reduced 51.37%
|
|
|
Orion Portfolio Solutions, LLC
|
Feb 12, 2025 Q4 2024 |
6,547
shares
|
$329,248
0.0% of portfolio
|
Q4 2024
Added 51.45%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Feb 13, 2025 Q4 2024 |
6,488
shares
|
$326,281
0.02% of portfolio
|
Q4 2024
Added 8.03%
|
|
|
Arbor Capital Management Inc
Anchorage, AK |
Feb 10, 2025 Q4 2024 |
6,384
shares
|
$321,051
0.33% of portfolio
|
Q4 2024
Reduced 9.47%
|
|
|
Wespac Advisors So Cal, LLC
|
Jan 24, 2025 Q4 2024 |
6,125
shares
|
$308,026
0.07% of portfolio
|
Q4 2024
Added 4.43%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Jan 21, 2025 Q4 2024 |
6,120
shares
|
$307,774
0.01% of portfolio
|
Q4 2024
Added 8.9%
|
|
|
Ignite Planners, LLC
|
Jan 13, 2025 Q4 2024 |
6,042
shares
|
$303,852
0.07% of portfolio
|
Q4 2024
Added 16.37%
|
|
|
Semus Wealth Partners LLC
Boca Raton, FL |
Jan 31, 2025 Q4 2024 |
5,734
shares
|
$288,362
0.19% of portfolio
|
Q3 2024
New holding
|
|
|
Fragasso Group Inc.
Pittsburgh, PA |
Jan 13, 2025 Q4 2024 |
5,666
shares
|
$284,943
0.02% of portfolio
|
Q3 2023
New holding
|
|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
5,527
shares
|
$277,952
0.0% of portfolio
|
Q4 2024
Reduced 2.5%
|
|
|
Aptus Capital Advisors, LLC
|
Feb 14, 2025 Q4 2024 |
5,525
shares
|
$277,852
0.0% of portfolio
|
Q3 2024
Reduced 1.34%
|
|
|
Valtinson Bruner Financial Planning LLC
|
Feb 10, 2025 Q4 2024 |
5,304
shares
|
$266,738
0.11% of portfolio
|
Q4 2024
Reduced 0.11%
|
|
|
Two Sigma Securities, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
5,293
shares
|
$266,184
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Epg Wealth Management LLC
Atlanta, GA |
Feb 14, 2025 Q4 2024 |
5,225
shares
|
$262,765
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Arkadios Wealth Advisors
|
Jan 15, 2025 Q4 2024 |
5,180
shares
|
$260,502
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Jan 14, 2025 Q4 2024 |
5,046
shares
|
$253,763
0.03% of portfolio
|
Q3 2024
Added 4.82%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Feb 12, 2025 Q4 2024 |
4,851
shares
|
$243,956
0.0% of portfolio
|
Q4 2024
Added 611.29%
|
|
|
First Heartland Consultants, Inc.
|
Nov 05, 2024 Q3 2024 |
4,616
shares
|
$232,138
0.02% of portfolio
|
Q3 2024
Reduced 4.43%
|
|
|
Diligent Investors, LLC
|
Feb 14, 2025 Q4 2024 |
4,575
shares
|
$230,076
0.06% of portfolio
|
Q1 2024
New holding
|
|
|
Savvy Advisors, Inc.
New York, NY |
Feb 13, 2025 Q4 2024 |
4,352
shares
|
$218,862
0.03% of portfolio
|
Q4 2024
Reduced 4.06%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Feb 03, 2025 Q4 2024 |
4,327
shares
|
$217,604
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Black Point Wealth Management
Naples, FL |
Jan 17, 2025 Q4 2024 |
4,225
shares
|
$212,475
0.24% of portfolio
|
Q3 2024
New holding
|
|
|
Ogorek Anthony Joseph
|
Jan 24, 2025 Q4 2024 |
3,960
shares
|
$199,148
0.06% of portfolio
|
Q4 2024
Reduced 2.7%
|
|
|
Castleview Partners, LLC
Dallas, TX |
Jan 21, 2025 Q4 2024 |
2,950
shares
|
$148,355
0.1% of portfolio
|
Q3 2022
New holding
|
|
|
Creative Financial Designs Inc
|
Feb 10, 2025 Q4 2024 |
2,786
shares
|
$140,107
0.01% of portfolio
|
Q3 2024
Added 924.26%
|