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 3.09 Million shares, which have been reported (via 13F filing form) to have a value of $131 Million.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Glen Eagle Advisors, LLC
Kingston, NJ |
Aug 14, 2024 Q2 2024 |
6,730
shares
|
$284,880
0.05% of portfolio
|
Q1 2024
New holding
|
|
National Asset Management, Inc.
Boca Raton, FL |
Aug 19, 2024 Q2 2024 |
6,500
shares
|
$275,145
0.01% of portfolio
|
Q2 2024
New holding
|
|
Signature Estate & Investment Advisors LLC
|
Jul 25, 2024 Q2 2024 |
6,363
shares
|
$269,345
0.01% of portfolio
|
Q2 2024
New holding
|
|
Share Andrew L.
Manchester, NH |
Jul 30, 2024 Q2 2024 |
6,229
shares
|
$263,673
0.34% of portfolio
|
Q3 2023
New holding
|
|
Thoroughbred Financial Services, LLC
|
Aug 08, 2024 Q2 2024 |
6,228
shares
|
$263,631
0.02% of portfolio
|
Q4 2022
New holding
|
|
Tfb Advisors LLC
Overland Park, KS |
Jul 30, 2024 Q2 2024 |
6,175
shares
|
$261,387
0.08% of portfolio
|
Q2 2024
New holding
|
|
Beacon Financial Advisory LLC
|
Jul 26, 2024 Q2 2024 |
5,500
shares
|
$232,815
0.09% of portfolio
|
Q4 2023
New holding
|
|
Financial Network Wealth Advisors LLC
Murray, UT |
Aug 14, 2024 Q2 2024 |
5,268
shares
|
$222,994
0.16% of portfolio
|
Q4 2023
New holding
|
|
Orion Portfolio Solutions, LLC
|
Aug 13, 2024 Q2 2024 |
5,176
shares
|
$219,100
0.0% of portfolio
|
Q4 2023
Reduced 9.03%
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Jul 16, 2024 Q2 2024 |
5,152
shares
|
$218,084
0.0% of portfolio
|
Q2 2024
New holding
|
|
Transcend Capital Advisors, LLC
|
Jul 02, 2024 Q2 2024 |
4,900
shares
|
$207,417
0.02% of portfolio
|
Q2 2024
New holding
|
|
Strategic Asset Management, LLC
|
Nov 01, 2022 Q3 2022 |
4,575
shares
|
$193,659
0.24% of portfolio
|
Q2 2022
Added 15.68%
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Jul 23, 2024 Q2 2024 |
2,712
shares
|
$114,798
0.01% of portfolio
|
Q4 2023
Added 55.77%
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Aug 13, 2024 Q2 2024 |
2,110
shares
|
$89,316
0.0% of portfolio
|
Q2 2024
Added 8.21%
|
|
Sunbelt Securities, Inc.
Houston, TX |
Aug 15, 2024 Q2 2024 |
2,024
shares
|
$85,675
0.01% of portfolio
|
Q2 2024
Reduced 26.19%
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Aug 09, 2024 Q2 2024 |
1,227
shares
|
$51,938
0.0% of portfolio
|
Q2 2024
New holding
|
|
Larson Financial Group LLC
|
Aug 02, 2024 Q2 2024 |
1,060
shares
|
$44,869
0.0% of portfolio
|
Q1 2024
Reduced 42.73%
|
|
Ubs Group Ag
|
Aug 13, 2024 Q2 2024 |
892
shares
|
$37,758
0.0% of portfolio
|
Q2 2024
Added 190.55%
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2024 Q2 2024 |
746
shares
|
$31,578
0.0% of portfolio
|
Q2 2023
New holding
|
|
Capital Investment Advisory Services, LLC
|
Aug 14, 2024 Q2 2024 |
630
shares
|
$26,667
0.0% of portfolio
|
Q4 2022
New holding
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Aug 14, 2024 Q2 2024 |
555
shares
|
$23,493
0.0% of portfolio
|
Q2 2023
Reduced 58.43%
|
|
Caitlin John, LLC
Brighton, MI |
Feb 14, 2024 Q4 2023 |
404
shares
|
$17,101
0.01% of portfolio
|
Q4 2023
New holding
|
|
Tucker Asset Management LLC
Littleton, CO |
Aug 09, 2024 Q2 2024 |
237
shares
|
$10,032
0.0% of portfolio
|
Q3 2023
New holding
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Aug 15, 2024 Q2 2024 |
100
shares
|
$4,233
0.0% of portfolio
|
Q4 2023
New holding
|
|
Epg Wealth Management LLC
Atlanta, GA |
Aug 13, 2024 Q2 2024 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2024
Closed
|