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 |
|---|---|---|---|---|---|
|
Keystone Wealth Services, LLC
|
Oct 15, 2024 Q3 2024 |
10,127
shares
|
$437,283
0.13% of portfolio
|
Q4 2023
Added 12.19%
|
|
|
Archer Investment Corp
|
Nov 06, 2024 Q3 2024 |
9,785
shares
|
$422,516
0.11% of portfolio
|
Q2 2023
Reduced 21.15%
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
9,312
shares
|
$402,092
0.0% of portfolio
|
Q3 2024
Reduced 1.59%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
9,020
shares
|
$389,483
0.01% of portfolio
|
Q4 2020
Added 572.12%
|
|
|
F3 Logic, LLC
|
Feb 14, 2023 Q4 2022 |
8,717
shares
|
$376,400
0.06% of portfolio
|
Q4 2022
New holding
|
|
|
Gallagher Benefit Services, Inc.
Rolling Meadows, IL |
Feb 27, 2023 Q4 2022 |
8,717
shares
|
$376,400
0.06% of portfolio
|
Q4 2022
New holding
|
|
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
Nov 14, 2024 Q3 2024 |
8,692
shares
|
$375,320
0.08% of portfolio
|
Q2 2024
Reduced 0.29%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Oct 15, 2024 Q3 2024 |
8,612
shares
|
$371,866
0.03% of portfolio
|
Q3 2024
Reduced 1.52%
|
|
|
Gerber Kawasaki Wealth & Investment Management
|
Nov 13, 2024 Q3 2024 |
8,370
shares
|
$361,416
0.02% of portfolio
|
Q2 2024
Added 9.48%
|
|
|
J.W. Cole Advisors, Inc.
|
Oct 24, 2024 Q3 2024 |
8,223
shares
|
$355,069
0.01% of portfolio
|
Q3 2024
Added 2.37%
|
|
|
Family Wealth Group, LLC
Lexington, KY |
Nov 14, 2024 Q3 2024 |
8,216
shares
|
$354,766
0.37% of portfolio
|
Q3 2024
Reduced 8.42%
|
|
|
Founders Financial Securities LLC
|
Nov 12, 2024 Q3 2024 |
8,111
shares
|
$350,232
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Tfb Advisors LLC
Overland Park, KS |
Oct 31, 2024 Q3 2024 |
8,097
shares
|
$349,628
0.1% of portfolio
|
Q3 2024
Added 31.13%
|
|
|
Meridian Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
7,983
shares
|
$344,705
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Nov 25, 2024 Q3 2024 |
7,669
shares
|
$331,147
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Blue Bell Private Wealth Management, LLC
|
Oct 28, 2024 Q3 2024 |
7,432
shares
|
$320,913
0.06% of portfolio
|
Q3 2024
Reduced 3.74%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Oct 25, 2024 Q3 2024 |
7,238
shares
|
$312,536
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
7,090
shares
|
$306,146
0.02% of portfolio
|
Q4 2022
Reduced 66.59%
|
|
|
Wealth Trust Asset Management, LLC
Destin, FL |
Nov 12, 2024 Q3 2024 |
6,907
shares
|
$298,244
0.22% of portfolio
|
Q4 2023
Reduced 9.97%
|
|
|
Arbor Capital Management Inc
Anchorage, AK |
Nov 04, 2024 Q3 2024 |
6,895
shares
|
$297,726
0.28% of portfolio
|
Q3 2024
Reduced 0.75%
|
|
|
Janney Montgomery Scott LLC
|
Oct 29, 2024 Q3 2024 |
6,815
shares
|
$294,271
0.0% of portfolio
|
Q3 2024
Reduced 1.16%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Nov 14, 2024 Q3 2024 |
6,761
shares
|
$291,939
0.0% of portfolio
|
Q3 2024
Reduced 13.99%
|
|
|
First Heartland Consultants, Inc.
|
Nov 05, 2024 Q3 2024 |
6,740
shares
|
$291,033
0.03% of portfolio
|
Q3 2024
Reduced 41.23%
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Nov 14, 2024 Q3 2024 |
6,730
shares
|
$290,601
0.05% of portfolio
|
Q1 2024
New holding
|
|
|
Prosperity Consulting Group, LLC
|
Oct 15, 2024 Q3 2024 |
6,571
shares
|
$283,735
0.02% of portfolio
|
Q3 2024
New holding
|