Institutional Ownership First Tr Ex Trad Fd Viii Cboe (DOCT)
This table provides information about the institutional ownership of First Tr Ex Trad Fd Viii Cboe (DOCT). We have compiled data on the 65 institutions that hold shares in the stock, with a total of 1.67 Million shares, which have been reported (via 13F filing form) to have a value of $64 Million.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Per Stirling Capital Management, Llc.
Austin, TX |
May 14, 2024 Q1 2024 |
215,202
shares
|
$8.26 Million
1.35% of portfolio
|
Q1 2024
Added 0.57%
|
|
Mutual Advisors, LLC
Casper, WY |
May 02, 2024 Q1 2024 |
182,957
shares
|
$7.02 Million
0.22% of portfolio
|
Q1 2024
Reduced 0.78%
|
|
Envestnet Asset Management Inc
|
May 13, 2024 Q1 2024 |
111,647
shares
|
$4.29 Million
0.0% of portfolio
|
Q1 2024
Reduced 16.62%
|
|
Harbour Investments, Inc.
Madison, WI |
Feb 16, 2024 Q4 2023 |
105,616
shares
|
$4.05 Million
0.17% of portfolio
|
Q4 2023
Added 12.91%
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 24, 2024 Q1 2024 |
99,014
shares
|
$3.8 Million
0.01% of portfolio
|
Q1 2024
Added 186.23%
|
|
Commonwealth Equity Services, LLC
|
Apr 29, 2024 Q1 2024 |
74,163
shares
|
$2.85 Million
0.0% of portfolio
|
Q1 2024
Reduced 6.56%
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 10, 2024 Q1 2024 |
71,756
shares
|
$2.75 Million
0.01% of portfolio
|
Q1 2024
Reduced 22.82%
|
|
Kestra Advisory Services, LLC
|
May 15, 2024 Q1 2024 |
54,589
shares
|
$2.1 Million
0.01% of portfolio
|
Q1 2024
Added 34.15%
|
|
Truist Financial Corp
|
May 10, 2024 Q1 2024 |
51,557
shares
|
$1.98 Million
0.0% of portfolio
|
Q1 2024
Reduced 28.63%
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
May 06, 2024 Q1 2024 |
50,819
shares
|
$1.95 Million
0.04% of portfolio
|
Q1 2024
Reduced 2.05%
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
45,997
shares
|
$1.77 Million
0.06% of portfolio
|
Q4 2020
Added 9.91%
|
|
Beacon Financial Group
|
May 07, 2024 Q1 2024 |
38,087
shares
|
$1.46 Million
0.17% of portfolio
|
Q1 2024
Reduced 15.47%
|
|
Ae Wealth Management LLC
|
May 15, 2024 Q1 2024 |
34,470
shares
|
$1.32 Million
0.02% of portfolio
|
Q1 2024
Reduced 42.15%
|
|
Brookstone Capital Management
|
Apr 15, 2024 Q1 2024 |
29,547
shares
|
$1.13 Million
0.02% of portfolio
|
Q1 2024
Reduced 0.02%
|
|
Creative One Wealth, LLC
Overland Park, KS |
May 14, 2024 Q1 2024 |
25,230
shares
|
$968,579
0.04% of portfolio
|
Q1 2024
Reduced 8.83%
|
|
Mc Kinley Carter Wealth Services, Inc.
|
Apr 26, 2024 Q1 2024 |
23,866
shares
|
$916,215
0.06% of portfolio
|
Q1 2024
Added 9.15%
|
|
Icon Wealth Partners, LLC
|
Nov 14, 2023 Q3 2023 |
23,617
shares
|
$906,656
0.09% of portfolio
|
Q3 2023
Reduced 0.12%
|
|
Icon Wealth Advisors, LLC
Houston, TX |
May 15, 2024 Q1 2024 |
22,235
shares
|
$853,601
0.08% of portfolio
|
Q4 2023
Reduced 5.96%
|
|
Spire Wealth Management
|
Apr 24, 2024 Q1 2024 |
21,501
shares
|
$825,423
0.03% of portfolio
|
Q1 2024
Reduced 10.11%
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Apr 22, 2024 Q1 2024 |
20,141
shares
|
$773,212
0.0% of portfolio
|
Q1 2024
Added 35.76%
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 24, 2024 Q1 2024 |
18,904
shares
|
$725,724
0.0% of portfolio
|
Q1 2024
Reduced 43.98%
|
|
Clear Creek Financial Management, LLC
|
Apr 26, 2024 Q1 2024 |
17,947
shares
|
$688,985
0.09% of portfolio
|
Q1 2024
Reduced 34.4%
|
|
Cwm, LLC
|
Apr 05, 2024 Q1 2024 |
16,693
shares
|
$640,844
0.0% of portfolio
|
Q1 2024
Reduced 12.42%
|
|
Raymond James & Associates
St Petersburg, FL |
Apr 22, 2024 Q1 2024 |
16,654
shares
|
$639,347
0.0% of portfolio
|
Q1 2024
Reduced 76.79%
|
|
Signal Advisors Wealth, LLC
Detroit, MI |
Apr 09, 2024 Q1 2024 |
16,529
shares
|
$634,548
0.15% of portfolio
|
Q1 2024
New holding
|