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 65 institutions that hold shares in the stock, with a total of 1.62 Million shares, which have been reported (via 13F filing form) to have a value of $63 Million.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Strategic Asset Management, LLC
|
Nov 01, 2022 Q3 2022 |
5,236
shares
|
$204,308
0.28% of portfolio
|
Q3 2022
Added 41.06%
|
|
Cwm, LLC
|
Jul 09, 2024 Q2 2024 |
4,509
shares
|
$175,941
0.0% of portfolio
|
Q2 2024
Reduced 72.99%
|
|
Nbc Securities, Inc.
Birmingham, AL |
Jul 10, 2024 Q2 2024 |
3,704
shares
|
$144,530
0.01% of portfolio
|
Q2 2024
Reduced 12.1%
|
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
Aug 07, 2024 Q2 2024 |
3,254
shares
|
$126,971
0.07% of portfolio
|
Q4 2023
New holding
|
|
Dhjj Financial Advisors, Ltd.
|
Jul 11, 2024 Q2 2024 |
3,110
shares
|
$121,352
0.06% of portfolio
|
Q2 2024
Reduced 15.72%
|
|
Capital Investment Advisory Services, LLC
|
Aug 14, 2024 Q2 2024 |
2,450
shares
|
$95,599
0.01% of portfolio
|
Q4 2022
New holding
|
|
Ubs Group Ag
|
Aug 13, 2024 Q2 2024 |
1,785
shares
|
$69,650
0.0% of portfolio
|
Q2 2024
Added 59.52%
|
|
Sunbelt Securities, Inc.
Houston, TX |
Aug 15, 2024 Q2 2024 |
1,530
shares
|
$59,700
0.01% of portfolio
|
Q2 2024
Reduced 56.47%
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Jul 23, 2024 Q2 2024 |
1,141
shares
|
$44,521
0.0% of portfolio
|
Q2 2024
Reduced 32.92%
|
|
Mtm Investment Management, LLC
Spartanburg, SC |
Jul 25, 2024 Q2 2024 |
1,100
shares
|
$42,922
0.02% of portfolio
|
Q4 2023
Reduced 47.62%
|
|
Core Cap Advisors, LLC
Southfield, MI |
Aug 08, 2024 Q2 2024 |
943
shares
|
$36,795
0.0% of portfolio
|
Q2 2024
New holding
|
|
Creative Financial Designs Inc
|
Aug 06, 2024 Q2 2024 |
943
shares
|
$36,795
0.0% of portfolio
|
Q4 2023
New holding
|
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
Jul 17, 2024 Q2 2024 |
470
shares
|
$18,339
0.01% of portfolio
|
Q4 2023
Added 135.0%
|
|
Sound Income Strategies, LLC
|
Jul 12, 2024 Q2 2024 |
180
shares
|
$7,023
0.0% of portfolio
|
Q1 2021
New holding
|
|
Great Lakes Retirement, Inc.
Sandusky, OH |
Aug 09, 2024 Q2 2024 |
8
shares
|
$312
0.0% of portfolio
|
Q2 2024
New holding
|