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 98 institutions that hold shares in the stock, with a total of 4.06 Million shares, which have been reported (via 13F filing form) to have a value of $176 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Advance Capital Management, Inc.
Southfield, MI |
Oct 10, 2025 Q3 2025 |
33,921
shares
|
$1.47 Million
0.1% of portfolio
|
Q3 2025
Reduced 94.5%
|
|
|
Harvest Investment Services, LLC
|
Aug 14, 2025 Q2 2025 |
32,306
shares
|
$1.4 Million
0.33% of portfolio
|
Q2 2025
Reduced 7.84%
|
|
|
Cwm, LLC
|
Oct 15, 2025 Q3 2025 |
30,174
shares
|
$1.31 Million
0.0% of portfolio
|
Q3 2025
Reduced 2.9%
|
|
|
Brookstone Capital Management
|
Oct 15, 2025 Q3 2025 |
30,010
shares
|
$1.3 Million
0.02% of portfolio
|
Q2 2025
Added 3.34%
|
|
|
Castleview Partners, LLC
Dallas, TX |
Oct 10, 2025 Q3 2025 |
29,819
shares
|
$1.3 Million
1.03% of portfolio
|
Q3 2025
Reduced 0.38%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
29,671
shares
|
$1.29 Million
0.0% of portfolio
|
Q2 2025
Added 92.98%
|
|
|
Stone X Group Inc.
|
Aug 13, 2025 Q2 2025 |
26,578
shares
|
$1.15 Million
0.05% of portfolio
|
Q2 2025
Added 336.42%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
25,143
shares
|
$1.09 Million
0.0% of portfolio
|
Q3 2024
Added 15.05%
|
|
|
Mc Kinley Carter Wealth Services, Inc.
|
Jul 24, 2025 Q2 2025 |
24,416
shares
|
$1.06 Million
0.06% of portfolio
|
Q4 2024
Added 2.3%
|
|
|
Icon Wealth Partners, LLC
|
Nov 14, 2023 Q3 2023 |
23,617
shares
|
$1.03 Million
0.09% of portfolio
|
Q3 2023
Reduced 0.12%
|
|
|
Ignite Planners, LLC
|
Oct 07, 2025 Q3 2025 |
22,466
shares
|
$975,698
0.17% of portfolio
|
Q3 2025
Reduced 0.99%
|
|
|
1 St Source Bank
|
Aug 07, 2025 Q2 2025 |
22,145
shares
|
$961,757
0.05% of portfolio
|
Q2 2025
Reduced 19.35%
|
|
|
Icon Wealth Advisors, LLC
Houston, TX |
Aug 14, 2025 Q2 2025 |
20,685
shares
|
$898,349
0.06% of portfolio
|
Q1 2025
Reduced 2.15%
|
|
|
Clear Creek Financial Management, LLC
|
Jul 23, 2025 Q2 2025 |
20,298
shares
|
$881,542
0.09% of portfolio
|
Q2 2025
Reduced 18.48%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Jul 31, 2025 Q2 2025 |
20,000
shares
|
$868,600
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Kestra Private Wealth Services, LLC
|
Aug 07, 2025 Q2 2025 |
18,497
shares
|
$803,324
0.01% of portfolio
|
Q2 2025
Reduced 53.89%
|
|
|
Beacon Financial Group
|
Oct 07, 2025 Q3 2025 |
17,584
shares
|
$763,673
0.08% of portfolio
|
Q3 2025
Reduced 15.47%
|
|
|
Life Wealth Investments, LLC
Winter Garden, FL |
Oct 20, 2025 Q3 2025 |
17,570
shares
|
$763,065
0.22% of portfolio
|
Q2 2025
New holding
|
|
|
Old Mission Capital LLC
|
Aug 14, 2025 Q2 2025 |
17,313
shares
|
$751,903
0.0% of portfolio
|
Q2 2025
Added 46.19%
|
|
|
Integrity Financial Corp
|
Aug 05, 2025 Q2 2025 |
16,027
shares
|
$696,052
0.37% of portfolio
|
Q2 2025
Reduced 7.83%
|
|
|
Evolution Wealth Management Inc.
Fort Myers, FL |
Oct 23, 2025 Q3 2025 |
15,972
shares
|
$693,663
0.71% of portfolio
|
Q3 2025
Added 0.01%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
15,232
shares
|
$661,525
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Spire Wealth Management
|
Oct 23, 2025 Q3 2025 |
14,826
shares
|
$643,893
0.02% of portfolio
|
Q3 2025
Reduced 14.21%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Oct 24, 2025 Q3 2025 |
13,499
shares
|
$586,261
0.01% of portfolio
|
Q3 2025
Reduced 16.06%
|
|
|
Wealth Trust Asset Management, LLC
Destin, FL |
Aug 08, 2025 Q2 2025 |
12,742
shares
|
$553,385
0.4% of portfolio
|
Q2 2025
Added 74.64%
|