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 98 institutions that hold shares in the stock, with a total of 3.51 Million shares, which have been reported (via 13F filing form) to have a value of $146 Million.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Financial Designs Corp
Claremont, CA |
Apr 12, 2024 Q1 2024 |
300,994
shares
|
$12.5 Million
8.05% of portfolio
|
Q1 2024
Reduced 0.44%
|
|
Commonwealth Equity Services, LLC
|
Apr 29, 2024 Q1 2024 |
293,232
shares
|
$12.2 Million
0.02% of portfolio
|
Q1 2024
Reduced 0.68%
|
|
Cwm, LLC
|
Apr 05, 2024 Q1 2024 |
250,996
shares
|
$10.4 Million
0.05% of portfolio
|
Q1 2024
Reduced 18.15%
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 10, 2024 Q1 2024 |
224,273
shares
|
$9.32 Million
0.02% of portfolio
|
Q1 2024
Reduced 6.9%
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 24, 2024 Q1 2024 |
152,355
shares
|
$6.33 Million
0.01% of portfolio
|
Q1 2024
Added 410.71%
|
|
Envestnet Asset Management Inc
|
May 13, 2024 Q1 2024 |
140,659
shares
|
$5.84 Million
0.0% of portfolio
|
Q1 2024
Added 34.36%
|
|
Mc Carthy & Cox
Marysville, OH |
Apr 30, 2024 Q1 2024 |
137,225
shares
|
$5.7 Million
2.1% of portfolio
|
Q1 2024
New holding
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Apr 22, 2024 Q1 2024 |
132,278
shares
|
$5.49 Million
0.01% of portfolio
|
Q1 2024
Added 8.11%
|
|
Prospera Financial Services Inc
|
Feb 14, 2024 Q4 2023 |
122,434
shares
|
$5.09 Million
0.16% of portfolio
|
Q4 2023
New holding
|
|
E Rn Financial, LLC
|
Apr 15, 2024 Q1 2024 |
102,469
shares
|
$4.26 Million
0.72% of portfolio
|
Q1 2024
Added 2.1%
|
|
Stephens Inc
|
May 15, 2024 Q1 2024 |
98,752
shares
|
$4.1 Million
0.06% of portfolio
|
Q1 2024
Reduced 0.17%
|
|
Soa Wealth Advisors, Llc.
|
Apr 10, 2024 Q1 2024 |
90,208
shares
|
$3.75 Million
0.77% of portfolio
|
Q1 2024
Reduced 1.46%
|
|
Raymond James & Associates
St Petersburg, FL |
Apr 22, 2024 Q1 2024 |
85,374
shares
|
$3.55 Million
0.0% of portfolio
|
Q1 2024
Reduced 13.45%
|
|
Valtinson Bruner Financial Planning LLC
|
Apr 29, 2024 Q1 2024 |
81,417
shares
|
$3.38 Million
1.78% of portfolio
|
Q1 2024
Reduced 0.05%
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2024 Q1 2024 |
77,461
shares
|
$3.22 Million
0.0% of portfolio
|
Q1 2024
Reduced 25.03%
|
|
Kestra Advisory Services, LLC
|
May 15, 2024 Q1 2024 |
72,077
shares
|
$2.99 Million
0.02% of portfolio
|
Q1 2024
Added 65.97%
|
|
Lpl Financial LLC
Fort Mill, SC |
May 10, 2024 Q1 2024 |
55,505
shares
|
$2.31 Million
0.0% of portfolio
|
Q1 2024
Added 24.02%
|
|
Ae Wealth Management LLC
|
May 15, 2024 Q1 2024 |
46,755
shares
|
$1.94 Million
0.02% of portfolio
|
Q1 2024
Reduced 27.78%
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
May 10, 2024 Q1 2024 |
45,548
shares
|
$1.89 Million
0.03% of portfolio
|
Q1 2024
Added 1.1%
|
|
Harbour Investments, Inc.
Madison, WI |
Feb 16, 2024 Q4 2023 |
40,749
shares
|
$1.69 Million
0.07% of portfolio
|
Q4 2023
Added 5.97%
|
|
Prw Wealth Management LLC
|
Nov 01, 2023 Q3 2023 |
39,816
shares
|
$1.65 Million
0.55% of portfolio
|
Q3 2023
Reduced 93.01%
|
|
Fragasso Group Inc.
Pittsburgh, PA |
Apr 10, 2024 Q1 2024 |
39,187
shares
|
$1.63 Million
0.14% of portfolio
|
Q4 2023
Added 225.72%
|
|
Mc Kinley Carter Wealth Services, Inc.
|
Apr 26, 2024 Q1 2024 |
37,135
shares
|
$1.54 Million
0.1% of portfolio
|
Q1 2024
Added 5.39%
|
|
Wolff Wiese Magana LLC
|
Apr 18, 2024 Q1 2024 |
36,862
shares
|
$1.53 Million
1.32% of portfolio
|
Q1 2024
Reduced 1.35%
|
|
Truist Financial Corp
|
May 10, 2024 Q1 2024 |
36,838
shares
|
$1.53 Million
0.0% of portfolio
|
Q1 2024
Reduced 27.29%
|