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 |
|---|---|---|---|---|---|
|
Spectrum Asset Management, Inc.
|
Oct 23, 2025 Q3 2025 |
5,100
shares
|
$221,493
0.08% of portfolio
|
Q2 2025
Reduced 3.04%
|
|
|
Barclays PLC
London, X0 |
Aug 14, 2025 Q2 2025 |
5,003
shares
|
$217,280
0.0% of portfolio
|
Q2 2025
Added 190.7%
|
|
|
Schulz Wealth, Ltd.
Mansfield, TX |
Oct 17, 2025 Q3 2025 |
4,991
shares
|
$216,759
0.14% of portfolio
|
Q2 2025
New holding
|
|
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
Oct 06, 2025 Q3 2025 |
4,958
shares
|
$215,325
0.15% of portfolio
|
Q3 2025
Reduced 22.24%
|
|
|
Blue Bell Private Wealth Management, LLC
|
Oct 22, 2025 Q3 2025 |
4,617
shares
|
$200,516
0.03% of portfolio
|
Q3 2025
Reduced 3.79%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Jul 08, 2025 Q2 2025 |
4,000
shares
|
$173,720
0.01% of portfolio
|
Q2 2025
Reduced 15.56%
|
|
|
Geneos Wealth Management Inc.
|
Oct 22, 2025 Q3 2025 |
3,837
shares
|
$166,640
0.0% of portfolio
|
Q2 2025
Added 200.0%
|
|
|
Ae Wealth Management LLC
|
Aug 06, 2025 Q2 2025 |
3,170
shares
|
$137,673
0.0% of portfolio
|
Q2 2025
Reduced 86.21%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jul 21, 2025 Q2 2025 |
3,120
shares
|
$135,501
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Larson Financial Group LLC
|
Aug 08, 2025 Q2 2025 |
3,036
shares
|
$131,853
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Capital Investment Advisory Services, LLC
|
Aug 08, 2025 Q2 2025 |
2,910
shares
|
$126,381
0.01% of portfolio
|
Q4 2024
Added 18.78%
|
|
|
Mtm Investment Management, LLC
Spartanburg, SC |
Aug 08, 2025 Q2 2025 |
2,120
shares
|
$92,071
0.03% of portfolio
|
Q4 2024
Added 92.73%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Aug 13, 2025 Q2 2025 |
1,939
shares
|
$84,210
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
Aug 13, 2025 Q2 2025 |
1,627
shares
|
$70,660
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Dhjj Financial Advisors, Ltd.
|
Oct 20, 2025 Q3 2025 |
1,610
shares
|
$69,922
0.03% of portfolio
|
Q2 2025
Reduced 6.94%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Aug 14, 2025 Q2 2025 |
1,530
shares
|
$66,447
0.01% of portfolio
|
Q4 2024
Reduced 56.47%
|
|
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
Jan 21, 2025 Q4 2024 |
1,520
shares
|
$66,013
0.03% of portfolio
|
Q4 2024
Added 223.4%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
1,420
shares
|
$61,670
0.0% of portfolio
|
Q2 2025
Reduced 1.05%
|
|
|
Creative Financial Designs Inc
|
Aug 04, 2025 Q2 2025 |
1,293
shares
|
$56,154
0.0% of portfolio
|
Q1 2025
Reduced 2.49%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Oct 22, 2025 Q3 2025 |
1,279
shares
|
$55,546
0.0% of portfolio
|
Q3 2025
Reduced 0.31%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Aug 11, 2025 Q2 2025 |
700
shares
|
$30,401
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Global Retirement Partners, LLC
|
Oct 21, 2025 Q3 2025 |
225
shares
|
$9,771
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|