Institutional Ownership First Tr Ex Trad Fd Viii Cboe (FOCT)
This table provides information about the institutional ownership of First Tr Ex Trad Fd Viii Cboe (FOCT). We have compiled data on the 100 institutions that hold shares in the stock, with a total of 2.4 Million shares, which have been reported (via 13F filing form) to have a value of $104 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Mc Carthy & Cox
Marysville, OH |
Oct 10, 2024 Q3 2024 |
137,225
shares
|
$5.93 Million
2.22% of portfolio
|
Q1 2024
New holding
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
131,820
shares
|
$5.69 Million
0.01% of portfolio
|
Q3 2024
Added 0.19%
|
|
|
Prospera Financial Services Inc
|
Nov 07, 2024 Q3 2024 |
125,637
shares
|
$5.43 Million
0.14% of portfolio
|
Q3 2024
Added 1.27%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
102,425
shares
|
$4.42 Million
0.01% of portfolio
|
Q3 2024
Reduced 58.67%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
99,804
shares
|
$4.31 Million
0.01% of portfolio
|
Q3 2024
Reduced 7.56%
|
|
|
Soa Wealth Advisors, Llc.
|
Nov 20, 2024 Q3 2024 |
88,937
shares
|
$3.84 Million
0.73% of portfolio
|
Q3 2024
Reduced 0.08%
|
|
|
Cwm, LLC
|
Oct 08, 2024 Q3 2024 |
80,158
shares
|
$3.46 Million
0.01% of portfolio
|
Q3 2024
Reduced 65.91%
|
|
|
Valtinson Bruner Financial Planning LLC
|
Nov 05, 2024 Q3 2024 |
78,719
shares
|
$3.4 Million
1.44% of portfolio
|
Q3 2024
Reduced 0.22%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 13, 2024 Q3 2024 |
76,157
shares
|
$3.29 Million
0.01% of portfolio
|
Q3 2024
Reduced 49.85%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
72,296
shares
|
$3.12 Million
0.0% of portfolio
|
Q3 2024
Reduced 3.24%
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
71,784
shares
|
$3.1 Million
0.0% of portfolio
|
Q3 2024
Reduced 52.86%
|
|
|
Assetmark, Inc
|
Nov 01, 2024 Q3 2024 |
70,876
shares
|
$3.06 Million
0.01% of portfolio
|
Q3 2024
Added 199.54%
|
|
|
E Rn Financial, LLC
|
Oct 15, 2024 Q3 2024 |
66,372
shares
|
$2.87 Million
0.43% of portfolio
|
Q3 2024
Reduced 9.36%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2024 Q3 2024 |
62,094
shares
|
$2.68 Million
0.02% of portfolio
|
Q3 2024
Reduced 5.49%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
56,403
shares
|
$2.44 Million
0.0% of portfolio
|
Q3 2024
Reduced 7.87%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
53,215
shares
|
$2.3 Million
0.0% of portfolio
|
Q3 2024
Reduced 1.54%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Nov 06, 2024 Q3 2024 |
47,140
shares
|
$2.04 Million
0.02% of portfolio
|
Q3 2024
Reduced 1.68%
|
|
|
Stephens Inc
|
Oct 28, 2024 Q3 2024 |
46,880
shares
|
$2.02 Million
0.03% of portfolio
|
Q3 2024
Reduced 52.33%
|
|
|
Prw Wealth Management LLC
|
Nov 01, 2023 Q3 2023 |
39,816
shares
|
$1.72 Million
0.55% of portfolio
|
Q3 2023
Reduced 93.01%
|
|
|
Fragasso Group Inc.
Pittsburgh, PA |
Oct 07, 2024 Q3 2024 |
39,184
shares
|
$1.69 Million
0.13% of portfolio
|
Q3 2024
Reduced 0.01%
|
|
|
Ae Wealth Management LLC
|
Nov 14, 2024 Q3 2024 |
37,235
shares
|
$1.61 Million
0.02% of portfolio
|
Q3 2024
Reduced 7.92%
|
|
|
Truist Financial Corp
|
Nov 13, 2024 Q3 2024 |
37,047
shares
|
$1.6 Million
0.0% of portfolio
|
Q3 2024
Reduced 2.1%
|
|
|
Mc Kinley Carter Wealth Services, Inc.
|
Oct 15, 2024 Q3 2024 |
36,815
shares
|
$1.59 Million
0.1% of portfolio
|
Q3 2024
Reduced 0.86%
|
|
|
Jane Street Group, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
32,731
shares
|
$1.41 Million
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
30,654
shares
|
$1.32 Million
0.0% of portfolio
|
Q3 2024
Reduced 14.81%
|