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 128 institutions that hold shares in the stock, with a total of 4.92 Million shares, which have been reported (via 13F filing form) to have a value of $214 Million.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Janney Montgomery Scott LLC
|
Apr 17, 2025 Q1 2025 |
41,554
shares
|
$1.81 Million
0.0% of portfolio
|
Q1 2025
Added 9.25%
|
|
Truist Financial Corp
|
Apr 29, 2025 Q1 2025 |
41,523
shares
|
$1.81 Million
0.0% of portfolio
|
Q1 2025
Added 2.43%
|
|
Smart Wealth LLC
Omaha, NE |
Apr 29, 2025 Q1 2025 |
41,397
shares
|
$1.8 Million
0.62% of portfolio
|
Q1 2025
Added 12.3%
|
|
Fragasso Group Inc.
Pittsburgh, PA |
Apr 09, 2025 Q1 2025 |
40,544
shares
|
$1.76 Million
0.15% of portfolio
|
Q1 2025
Reduced 1.55%
|
|
Insigneo Advisory Services, LLC
Miami, FL |
Apr 17, 2025 Q1 2025 |
40,275
shares
|
$1.75 Million
0.17% of portfolio
|
Q1 2025
Reduced 5.26%
|
|
Brookstone Capital Management
|
Apr 29, 2025 Q1 2025 |
39,829
shares
|
$1.73 Million
0.03% of portfolio
|
Q1 2025
Added 34.87%
|
|
Prw Wealth Management LLC
|
Nov 01, 2023 Q3 2023 |
39,816
shares
|
$1.73 Million
0.55% of portfolio
|
Q3 2023
Reduced 93.01%
|
|
Family Wealth Group, LLC
Lexington, KY |
May 14, 2025 Q1 2025 |
37,496
shares
|
$1.63 Million
2.45% of portfolio
|
Q1 2025
Reduced 1.47%
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
May 14, 2025 Q1 2025 |
37,364
shares
|
$1.63 Million
0.0% of portfolio
|
Q1 2025
New holding
|
|
Mc Kinley Carter Wealth Services, Inc.
|
Apr 15, 2025 Q1 2025 |
36,780
shares
|
$1.6 Million
0.1% of portfolio
|
Q4 2024
Reduced 0.1%
|
|
Ae Wealth Management LLC
|
May 06, 2025 Q1 2025 |
33,830
shares
|
$1.47 Million
0.01% of portfolio
|
Q1 2025
Reduced 8.79%
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Apr 28, 2025 Q1 2025 |
32,940
shares
|
$1.43 Million
0.02% of portfolio
|
Q1 2025
Reduced 9.75%
|
|
Rockefeller Capital Management L.P.
New York, NY |
May 14, 2025 Q1 2025 |
32,044
shares
|
$1.39 Million
0.0% of portfolio
|
Q1 2025
Reduced 4.63%
|
|
Captrust Financial Advisors
Raleigh, NC |
May 14, 2025 Q1 2025 |
28,137
shares
|
$1.22 Million
0.0% of portfolio
|
Q4 2024
Added 66.08%
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Apr 25, 2025 Q1 2025 |
25,776
shares
|
$1.12 Million
0.05% of portfolio
|
Q1 2025
Added 11.32%
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Apr 29, 2025 Q1 2025 |
23,680
shares
|
$1.03 Million
0.06% of portfolio
|
Q1 2025
Added 104.23%
|
|
Fsb Premier Wealth Management, Inc.
|
May 08, 2025 Q1 2025 |
23,352
shares
|
$1.02 Million
0.41% of portfolio
|
Q1 2025
Reduced 0.77%
|
|
Founders Financial Securities LLC
|
May 12, 2025 Q1 2025 |
18,793
shares
|
$817,495
0.07% of portfolio
|
Q1 2025
Added 43.29%
|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Apr 11, 2025 Q1 2025 |
17,383
shares
|
$756,160
0.08% of portfolio
|
Q4 2023
Added 8.51%
|
|
Integrity Financial Corp
|
May 12, 2025 Q1 2025 |
17,219
shares
|
$749,026
0.43% of portfolio
|
Q1 2025
Reduced 13.4%
|
|
Kestra Private Wealth Services, LLC
|
May 05, 2025 Q1 2025 |
16,913
shares
|
$735,715
0.01% of portfolio
|
Q1 2025
Reduced 6.24%
|
|
Tfb Advisors LLC
Overland Park, KS |
May 14, 2025 Q1 2025 |
16,594
shares
|
$721,839
0.2% of portfolio
|
Q1 2025
Added 32.03%
|
|
Steward Partners Investment Advisory, LLC
|
May 13, 2025 Q1 2025 |
16,525
shares
|
$718,837
0.01% of portfolio
|
Q1 2025
Reduced 1.6%
|
|
Jane Street Group, LLC
New York, NY |
May 19, 2025 Q1 2025 |
16,422
shares
|
$714,357
0.0% of portfolio
|
Q1 2025
New holding
|
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
Apr 22, 2025 Q1 2025 |
15,797
shares
|
$687,169
0.29% of portfolio
|
Q1 2025
Reduced 14.27%
|