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 99 institutions that hold shares in the stock, with a total of 4.88 Million shares, which have been reported (via 13F filing form) to have a value of $205 Million.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Advance Capital Management, Inc.
Southfield, MI |
Jul 08, 2025 Q2 2025 |
617,258
shares
|
$25.9 Million
1.55% of portfolio
|
Q2 2025
Reduced 9.87%
|
|
Armis Advisers, LLC
Atlanta, GA |
Jul 15, 2025 Q2 2025 |
337,727
shares
|
$14.2 Million
1.1% of portfolio
|
Q2 2025
Reduced 28.67%
|
|
Reap Financial Group, LLC
Austin, TX |
Jul 23, 2025 Q2 2025 |
320,476
shares
|
$13.4 Million
3.09% of portfolio
|
Q2 2025
Reduced 34.2%
|
|
Commonwealth Equity Services, LLC
|
Aug 06, 2025 Q2 2025 |
313,557
shares
|
$13.1 Million
0.02% of portfolio
|
Q2 2025
Added 157.79%
|
|
Ogorek Anthony Joseph
|
Aug 08, 2025 Q2 2025 |
307,088
shares
|
$12.9 Million
3.9% of portfolio
|
Q2 2025
Reduced 0.93%
|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
299,334
shares
|
$12.5 Million
0.0% of portfolio
|
Q1 2025
Reduced 6.88%
|
|
Signal Advisors Wealth, LLC
Detroit, MI |
Jul 09, 2025 Q2 2025 |
295,291
shares
|
$12.4 Million
0.95% of portfolio
|
Q2 2025
Added 46.99%
|
|
Foguth Wealth Management, Llc.
Brighton, MI |
Jul 22, 2025 Q2 2025 |
287,523
shares
|
$12.1 Million
2.53% of portfolio
|
Q2 2025
Added 50.8%
|
|
Mutual Advisors, LLC
Casper, WY |
Jul 28, 2025 Q2 2025 |
149,118
shares
|
$6.25 Million
0.16% of portfolio
|
Q2 2025
Reduced 5.92%
|
|
Per Stirling Capital Management, Llc.
Austin, TX |
May 14, 2025 Q1 2025 |
134,982
shares
|
$5.66 Million
0.74% of portfolio
|
Q1 2025
Reduced 33.84%
|
|
Sequent Planning LLC
Omaha, NE |
May 13, 2025 Q1 2025 |
126,020
shares
|
$5.28 Million
1.74% of portfolio
|
Q1 2025
Added 2.57%
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
118,698
shares
|
$4.97 Million
0.01% of portfolio
|
Q4 2024
Added 197.61%
|
|
Lcnb Corp
Lebanon, OH |
May 12, 2025 Q1 2025 |
114,284
shares
|
$4.79 Million
1.63% of portfolio
|
Q1 2025
Added 0.53%
|
|
Mml Investors Services, LLC
Springfield, MA |
May 14, 2025 Q1 2025 |
74,242
shares
|
$3.11 Million
0.01% of portfolio
|
Q1 2025
Reduced 28.65%
|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
71,490
shares
|
$3 Million
0.0% of portfolio
|
Q2 2025
Added 15.31%
|
|
Kestra Advisory Services, LLC
|
May 14, 2025 Q1 2025 |
67,055
shares
|
$2.81 Million
0.01% of portfolio
|
Q1 2025
Reduced 2.29%
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 08, 2025 Q2 2025 |
51,587
shares
|
$2.16 Million
0.0% of portfolio
|
Q2 2025
Added 16.0%
|
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
Jul 25, 2025 Q2 2025 |
49,751
shares
|
$2.09 Million
0.39% of portfolio
|
Q2 2025
Reduced 4.99%
|
|
Truist Financial Corp
|
Jul 18, 2025 Q2 2025 |
49,605
shares
|
$2.08 Million
0.0% of portfolio
|
Q2 2025
Added 16.28%
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
48,542
shares
|
$2.03 Million
0.03% of portfolio
|
Q3 2024
Reduced 2.27%
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
45,997
shares
|
$1.93 Million
0.06% of portfolio
|
Q4 2020
Added 9.91%
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 28, 2025 Q2 2025 |
42,056
shares
|
$1.76 Million
0.05% of portfolio
|
Q2 2025
Added 0.68%
|
|
Tounjian Advisory Partners, LLC
Fort Myers, FL |
Jul 09, 2025 Q2 2025 |
40,760
shares
|
$1.71 Million
0.3% of portfolio
|
Q1 2025
New holding
|
|
Founders Financial Securities LLC
|
Aug 06, 2025 Q2 2025 |
40,240
shares
|
$1.69 Million
0.13% of portfolio
|
Q2 2025
Added 8.43%
|
|
Wood Tarver Financial Group, LLC
Boise, ID |
Apr 29, 2025 Q1 2025 |
39,957
shares
|
$1.67 Million
0.59% of portfolio
|
Q1 2025
Added 20.05%
|