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 |
|---|---|---|---|---|---|
|
Strategic Asset Management, LLC
|
Nov 01, 2022 Q3 2022 |
2,415
shares
|
$131,134
0.14% of portfolio
|
Q3 2022
Added 22.9%
|
|
|
Financial Network Wealth Advisors LLC
Murray, UT |
Aug 14, 2025 Q2 2025 |
2,003
shares
|
$108,762
0.13% of portfolio
|
Q4 2024
Reduced 31.45%
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Aug 14, 2025 Q2 2025 |
1,790
shares
|
$97,197
0.01% of portfolio
|
Q1 2025
Reduced 10.5%
|
|
|
Archer Investment Corp
|
Aug 12, 2025 Q2 2025 |
1,656
shares
|
$89,920
0.02% of portfolio
|
Q2 2023
Reduced 0.06%
|
|
|
Frazier Financial Advisors, LLC
Columbus, OH |
Jul 28, 2025 Q2 2025 |
1,406
shares
|
$76,345
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
1,303
shares
|
$70,752
0.0% of portfolio
|
Q1 2025
Reduced 73.14%
|
|
|
Wood Tarver Financial Group, LLC
Boise, ID |
Aug 12, 2025 Q2 2025 |
1,148
shares
|
$62,336
0.02% of portfolio
|
Q2 2025
Added 856.67%
|
|
|
Geneos Wealth Management Inc.
|
Aug 18, 2025 Q2 2025 |
850
shares
|
$46,155
0.0% of portfolio
|
Q1 2025
Reduced 50.0%
|
|
|
Center For Financial Planning, Inc.
Southfied, MI |
Aug 04, 2025 Q2 2025 |
600
shares
|
$32,580
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Park Square Financial Group, LLC
Roswell, GA |
Aug 12, 2025 Q2 2025 |
517
shares
|
$28,073
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Abound Wealth Management
Franklin, TN |
Jul 14, 2025 Q2 2025 |
500
shares
|
$27,150
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Global Retirement Partners, LLC
|
Aug 12, 2025 Q2 2025 |
435
shares
|
$23,620
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Aug 12, 2025 Q2 2025 |
400
shares
|
$21,720
0.0% of portfolio
|
Q4 2024
Reduced 27.27%
|
|
|
Cibc Private Wealth Group, LLC
|
May 14, 2025 Q1 2025 |
255
shares
|
$13,846
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Decker Retirement Planning Inc.
Levi, UT |
Aug 06, 2025 Q2 2025 |
253
shares
|
$13,737
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Larson Financial Group LLC
|
Aug 08, 2025 Q2 2025 |
200
shares
|
$10,860
0.0% of portfolio
|
Q3 2024
Reduced 65.87%
|
|
|
Topsail Wealth Management, LLC
Charlotte, NC |
Jul 31, 2025 Q2 2025 |
200
shares
|
$10,860
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Noble Wealth Management Pbc
Greenwood Village, CO |
Apr 15, 2025 Q1 2025 |
150
shares
|
$8,145
0.01% of portfolio
|
Q1 2025
Reduced 25.0%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
100
shares
|
$5,430
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|