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 |
|---|---|---|---|---|---|
|
Buck Wealth Strategies, LLC
Denver, CO |
Aug 04, 2025 Q2 2025 |
12,238
shares
|
$531,496
0.08% of portfolio
|
Q2 2025
Added 71.21%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Jul 28, 2025 Q2 2025 |
12,131
shares
|
$526,849
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Holistic Planning, LLC
Nacogdoches, TX |
Jul 28, 2025 Q2 2025 |
11,777
shares
|
$511,475
0.14% of portfolio
|
Q1 2025
Added 0.43%
|
|
|
Signal Advisors Wealth, LLC
Detroit, MI |
Oct 09, 2025 Q3 2025 |
11,764
shares
|
$510,910
0.05% of portfolio
|
Q3 2025
Reduced 96.02%
|
|
|
Ifp Advisors, Inc
|
Jul 24, 2025 Q2 2025 |
11,688
shares
|
$507,609
0.01% of portfolio
|
Q2 2025
Reduced 11.14%
|
|
|
1776 Wealth LLC
|
Aug 08, 2025 Q2 2025 |
10,658
shares
|
$462,876
0.19% of portfolio
|
Q1 2024
New holding
|
|
|
Arbor Capital Management Inc
Anchorage, AK |
Aug 04, 2025 Q2 2025 |
9,818
shares
|
$426,395
0.38% of portfolio
|
Q2 2025
Reduced 5.85%
|
|
|
Simplicity Wealth,Llc
|
Jul 22, 2025 Q2 2025 |
9,780
shares
|
$424,745
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Marshall Financial Group LLC
|
Oct 08, 2025 Q3 2025 |
8,824
shares
|
$383,226
0.08% of portfolio
|
Q2 2025
Reduced 0.15%
|
|
|
Prosperity Consulting Group, LLC
|
Aug 05, 2025 Q2 2025 |
8,030
shares
|
$348,742
0.02% of portfolio
|
Q2 2025
Reduced 4.8%
|
|
|
Hickory Asset Management, Inc.
Concord, OH |
Jul 22, 2025 Q2 2025 |
7,790
shares
|
$338,319
0.26% of portfolio
|
Q2 2025
Reduced 6.03%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 14, 2025 Q3 2025 |
7,557
shares
|
$328,200
0.0% of portfolio
|
Q3 2025
Reduced 46.95%
|
|
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
Aug 08, 2025 Q2 2025 |
7,530
shares
|
$327,027
0.13% of portfolio
|
Q2 2025
Reduced 8.93%
|
|
|
Keystone Wealth Services, LLC
|
Oct 22, 2025 Q3 2025 |
7,331
shares
|
$318,385
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Jane Street Group, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
7,028
shares
|
$305,226
0.0% of portfolio
|
Q2 2025
Reduced 31.88%
|
|
|
Brinker Capital Investments, LLC
|
Aug 27, 2025 Q2 2025 |
6,811
shares
|
$295,801
0.0% of portfolio
|
Q2 2025
Added 3.37%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
6,589
shares
|
$286,160
0.0% of portfolio
|
Q1 2025
Reduced 2.49%
|
|
|
Kovack Advisors, Inc.
|
Aug 04, 2025 Q2 2025 |
6,539
shares
|
$283,988
0.03% of portfolio
|
Q1 2025
Reduced 7.58%
|
|
|
Advyzon Investment Management, LLC
Lisle, IL |
Aug 07, 2025 Q2 2025 |
6,477
shares
|
$281,296
0.06% of portfolio
|
Q2 2025
Reduced 3.82%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Jul 25, 2025 Q2 2025 |
6,045
shares
|
$262,534
0.0% of portfolio
|
Q2 2025
Reduced 6.12%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
5,669
shares
|
$246,204
0.0% of portfolio
|
Q2 2025
Reduced 19.8%
|
|
|
Arkadios Wealth Advisors
|
Aug 04, 2025 Q2 2025 |
5,426
shares
|
$235,651
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Soa Wealth Advisors, Llc.
|
Oct 21, 2025 Q3 2025 |
5,364
shares
|
$232,958
0.02% of portfolio
|
Q4 2024
Added 1.44%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Aug 14, 2025 Q2 2025 |
5,306
shares
|
$230,439
0.0% of portfolio
|
Q2 2025
Reduced 32.42%
|
|
|
Strategic Asset Management, LLC
|
Nov 01, 2022 Q3 2022 |
5,236
shares
|
$227,399
0.28% of portfolio
|
Q3 2022
Added 41.06%
|