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 104 institutions that hold shares in the stock, with a total of 3.42 Million shares, which have been reported (via 13F filing form) to have a value of $149 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Holistic Planning, LLC
Nacogdoches, TX |
Nov 04, 2025 Q3 2025 |
11,777
shares
|
$514,301
0.13% of portfolio
|
Q1 2025
Added 0.43%
|
|
|
Signal Advisors Wealth, LLC
Detroit, MI |
Jan 12, 2026 Q4 2025 |
11,318
shares
|
$494,257
0.04% of portfolio
|
Q4 2025
Reduced 3.79%
|
|
|
1776 Wealth LLC
|
Nov 06, 2025 Q3 2025 |
10,658
shares
|
$465,434
0.18% of portfolio
|
Q1 2024
New holding
|
|
|
Clear Creek Financial Management, LLC
|
Jan 22, 2026 Q4 2025 |
9,933
shares
|
$433,774
0.04% of portfolio
|
Q4 2025
Reduced 5.47%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2025 Q3 2025 |
9,135
shares
|
$398,925
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Arbor Capital Management Inc
Anchorage, AK |
Jan 28, 2026 Q4 2025 |
8,853
shares
|
$386,610
0.37% of portfolio
|
Q4 2025
Reduced 9.76%
|
|
|
Marshall Financial Group LLC
|
Jan 08, 2026 Q4 2025 |
8,824
shares
|
$385,344
0.08% of portfolio
|
Q2 2025
Reduced 0.15%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Jan 21, 2026 Q4 2025 |
8,486
shares
|
$370,583
0.0% of portfolio
|
Q4 2025
New holding
|
|
|
Santori & Peters, Inc.
|
Jan 15, 2026 Q4 2025 |
8,263
shares
|
$360,845
0.13% of portfolio
|
Q4 2025
New holding
|
|
|
Hickory Asset Management, Inc.
Concord, OH |
Jul 22, 2025 Q2 2025 |
7,790
shares
|
$340,189
0.26% of portfolio
|
Q2 2025
Reduced 6.03%
|
|
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
Nov 06, 2025 Q3 2025 |
7,530
shares
|
$328,835
0.13% of portfolio
|
Q2 2025
Reduced 8.93%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
6,589
shares
|
$287,741
0.0% of portfolio
|
Q1 2025
Reduced 2.49%
|
|
|
Kovack Advisors, Inc.
|
Nov 07, 2025 Q3 2025 |
6,539
shares
|
$285,558
0.03% of portfolio
|
Q1 2025
Reduced 7.58%
|
|
|
Brinker Capital Investments, LLC
|
Nov 12, 2025 Q3 2025 |
6,430
shares
|
$280,798
0.0% of portfolio
|
Q3 2025
Reduced 5.59%
|
|
|
Prosperity Consulting Group, LLC
|
Nov 14, 2025 Q3 2025 |
6,284
shares
|
$274,422
0.01% of portfolio
|
Q3 2025
Reduced 21.74%
|
|
|
Advyzon Investment Management, LLC
Lisle, IL |
Nov 10, 2025 Q3 2025 |
5,893
shares
|
$257,347
0.04% of portfolio
|
Q3 2025
Reduced 9.02%
|
|
|
Sage Capital Advisors,Llc
|
Jan 06, 2026 Q4 2025 |
5,454
shares
|
$238,176
0.06% of portfolio
|
Q4 2025
New holding
|
|
|
Arkadios Wealth Advisors
|
Oct 29, 2025 Q3 2025 |
5,426
shares
|
$236,953
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Oct 30, 2025 Q3 2025 |
5,370
shares
|
$234,507
0.0% of portfolio
|
Q3 2025
Reduced 11.17%
|
|
|
Soa Wealth Advisors, Llc.
|
Jan 20, 2026 Q4 2025 |
5,364
shares
|
$234,245
0.02% of portfolio
|
Q4 2024
Added 1.44%
|
|
|
Strategic Asset Management, LLC
|
Nov 01, 2022 Q3 2022 |
5,236
shares
|
$228,656
0.28% of portfolio
|
Q3 2022
Added 41.06%
|
|
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
Jan 16, 2026 Q4 2025 |
5,201
shares
|
$227,127
0.05% of portfolio
|
Q4 2025
New holding
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jan 23, 2026 Q4 2025 |
5,160
shares
|
$225,337
0.0% of portfolio
|
Q4 2025
Reduced 31.72%
|
|
|
Schulz Wealth, Ltd.
Mansfield, TX |
Oct 17, 2025 Q3 2025 |
4,991
shares
|
$217,956
0.14% of portfolio
|
Q2 2025
New holding
|
|
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
Jan 14, 2026 Q4 2025 |
4,871
shares
|
$212,716
0.15% of portfolio
|
Q4 2025
Reduced 1.75%
|
|