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 89 institutions that hold shares in the stock, with a total of 4.74 Million shares, which have been reported (via 13F filing form) to have a value of $181 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
Jan 30, 2025 Q4 2024 |
10,638
shares
|
$407,116
0.18% of portfolio
|
Q4 2024
Reduced 17.58%
|
|
|
Arbor Capital Management Inc
Anchorage, AK |
Feb 10, 2025 Q4 2024 |
10,163
shares
|
$388,938
0.43% of portfolio
|
Q4 2024
Added 39.12%
|
|
|
Marshall Financial Group LLC
|
Jan 21, 2025 Q4 2024 |
8,837
shares
|
$338,191
0.09% of portfolio
|
Q3 2024
Reduced 1.26%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
8,752
shares
|
$334,939
0.0% of portfolio
|
Q4 2024
Reduced 2.29%
|
|
|
Prosperity Consulting Group, LLC
|
Feb 14, 2025 Q4 2024 |
8,435
shares
|
$322,807
0.03% of portfolio
|
Q4 2024
Reduced 1.04%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Feb 10, 2025 Q4 2024 |
8,141
shares
|
$311,556
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Feb 14, 2025 Q4 2024 |
8,054
shares
|
$308,226
0.0% of portfolio
|
Q4 2024
Reduced 14.62%
|
|
|
Townsquare Capital LLC
|
Feb 13, 2025 Q4 2024 |
7,639
shares
|
$292,344
0.0% of portfolio
|
Q4 2024
Reduced 30.07%
|
|
|
Keystone Wealth Services, LLC
|
Feb 06, 2025 Q4 2024 |
7,331
shares
|
$280,557
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Wealth Trust Asset Management, LLC
Destin, FL |
Feb 10, 2025 Q4 2024 |
7,296
shares
|
$279,217
0.21% of portfolio
|
Q4 2023
Reduced 9.98%
|
|
|
Kovack Advisors, Inc.
|
Feb 04, 2025 Q4 2024 |
7,075
shares
|
$270,760
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Orion Portfolio Solutions, LLC
|
Feb 12, 2025 Q4 2024 |
6,757
shares
|
$258,590
0.0% of portfolio
|
Q4 2024
Reduced 9.24%
|
|
|
Advyzon Investment Management, LLC
Lisle, IL |
Feb 03, 2025 Q4 2024 |
6,684
shares
|
$255,796
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
Spectrum Asset Management, Inc.
|
Jan 27, 2025 Q4 2024 |
5,975
shares
|
$228,663
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
Blue Bell Private Wealth Management, LLC
|
Feb 06, 2025 Q4 2024 |
5,925
shares
|
$226,749
0.05% of portfolio
|
Q1 2024
Reduced 4.93%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Jan 23, 2025 Q4 2024 |
5,738
shares
|
$219,593
0.01% of portfolio
|
Q4 2024
Reduced 1.02%
|
|
|
Arkadios Wealth Advisors
|
Jan 15, 2025 Q4 2024 |
5,426
shares
|
$207,653
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Soa Wealth Advisors, Llc.
|
Feb 06, 2025 Q4 2024 |
5,364
shares
|
$205,280
0.04% of portfolio
|
Q4 2024
Added 1.44%
|
|
|
Strategic Asset Management, LLC
|
Nov 01, 2022 Q3 2022 |
5,236
shares
|
$200,381
0.28% of portfolio
|
Q3 2022
Added 41.06%
|
|
|
First Heartland Consultants, Inc.
|
Feb 14, 2025 Q4 2024 |
5,176
shares
|
$198,085
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Apr 09, 2025 Q1 2025 |
4,737
shares
|
$181,284
0.02% of portfolio
|
Q1 2025
Added 94640.0%
|
|
|
Barclays PLC
London, X0 |
Feb 13, 2025 Q4 2024 |
3,739
shares
|
$143,091
0.0% of portfolio
|
Q4 2024
Reduced 27.14%
|
|
|
Ogorek Anthony Joseph
|
Jan 24, 2025 Q4 2024 |
3,553
shares
|
$135,973
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Copley Financial Group, Inc.
San Diego, CA |
Dec 09, 2024 Q3 2024 |
3,209
shares
|
$122,808
0.11% of portfolio
|
Q3 2024
New holding
|
|
|
Larson Financial Group LLC
|
Feb 07, 2025 Q4 2024 |
3,036
shares
|
$116,187
0.01% of portfolio
|
Q4 2024
New holding
|