Purchases and Sales Made in Q1 2024 in 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) during Q1 2024. The information is specifically focused on institutions that hold shares of FIRST TR EX-TRAD FD VIII CBOE .
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 30, 2024
Q1 2024
|
Mc Carthy & Cox
Marysville, OH |
BUY
|
- |
137KNew |
$5.29M - $5.57M
|
137K
$5.93M
|
|
|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
123K+ 410.71% |
$4.72M - $4.97M
|
152K
$6.58M
|
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
36K+ 34.36% |
$1.39M - $1.46M
|
141K
$6.07M
|
|
|
May 15, 2024
Q1 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
28.6K+ 65.97% |
$1.1M - $1.16M
|
72.1K
$3.11M
|
|
|
May 21, 2024
Q1 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
25KNew |
$965K - $1.02M
|
25K
$1.08M
|
|
|
May 14, 2024
Q1 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
21KNew |
$809K - $851K
|
21K
$906K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
20.9K+ 235.23% |
$807K - $849K
|
29.8K
$1.29M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
19.1K+ 49.28% |
$735K - $773K
|
57.7K
$2.49M
|
|
|
May 14, 2024
Q1 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
16.6KNew |
$639K - $672K
|
16.6K
$715K
|
|
|
Nov 05, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
16.2K+ 26.53% |
$626K - $659K
|
77.5K
$3.34M
|
|
|
Apr 15, 2024
Q1 2024
|
Sage Capital Advisors,Llc
|
BUY
|
- |
11.7KNew |
$451K - $474K
|
11.7K
$505K
|
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
10.8K+ 24.02% |
$415K - $436K
|
55.5K
$2.4M
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
9.92K+ 8.11% |
$383K - $403K
|
132K
$5.71M
|
|
|
May 14, 2024
Q1 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
9.26KNew |
$357K - $376K
|
9.26K
$400K
|
|
|
May 15, 2024
Q1 2024
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
8.18KNew |
$315K - $332K
|
8.18K
$353K
|
|
|
May 14, 2024
Q1 2024
|
Sequent Planning LLC
Omaha, NE |
BUY
|
- |
7.68KNew |
$296K - $312K
|
7.68K
$332K
|
|
|
May 15, 2024
Q1 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
6.82KNew |
$263K - $277K
|
6.82K
$294K
|
|
|
Jul 03, 2024
Q1 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
6.73KNew |
$260K - $273K
|
6.73K
$291K
|
|
|
May 07, 2024
Q1 2024
|
First Heartland Consultants, Inc.
|
BUY
|
- |
3.53K+ 46.71% |
$136K - $143K
|
11.1K
$479K
|
|
|
Apr 15, 2024
Q1 2024
|
E Rn Financial, LLC
|
BUY
|
- |
2.11K+ 2.1% |
$81.3K - $85.6K
|
102K
$4.42M
|
|
|
Apr 26, 2024
Q1 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
1.9K+ 5.39% |
$73.3K - $77.1K
|
37.1K
$1.6M
|
|
|
Aug 14, 2024
Q1 2024
|
Family Wealth Group, LLC
Lexington, KY |
BUY
|
- |
636+ 7.56% |
$24.5K - $25.8K
|
9.05K
$391K
|
|
|
May 15, 2024
Q1 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
555New |
$21.4K - $22.5K
|
555
$24K
|
|
|
May 10, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
518+ 2.5% |
$20K - $21K
|
21.2K
$916K
|
|
|
May 10, 2024
Q1 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
495+ 1.1% |
$19.1K - $20.1K
|
45.5K
$1.97M
|
|
|
May 10, 2024
Q1 2024
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
329+ 1.08% |
$12.7K - $13.3K
|
30.7K
$1.33M
|
|
|
Apr 15, 2024
Q1 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
150+ 2.63% |
$5.78K - $6.09K
|
5.84K
$252K
|
|
|
Oct 17, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
146New |
$5.63K - $5.92K
|
146
$6.3K
|
|
|
Aug 16, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
146New |
$5.63K - $5.92K
|
146
$6.3K
|
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
146New |
$5.63K - $5.92K
|
146
$6.3K
|
|
|
May 14, 2024
Q1 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
110+ 0.43% |
$4.24K - $4.46K
|
25.9K
$1.12M
|
|
|
Apr 15, 2024
Q1 2024
|
Brookstone Capital Management
|
BUY
|
- |
53+ 0.18% |
$2.04K - $2.15K
|
28.9K
$1.25M
|
|
|
Apr 29, 2024
Q1 2024
|
Valtinson Bruner Financial Planning LLC
|
SELL
|
- |
-42- 0.05% |
$1.62K - $1.7K
|
81.4K
$3.52M
|
|
|
May 13, 2024
Q1 2024
|
Arbor Capital Management Inc
Anchorage, AK |
SELL
|
- |
-56- 0.8% |
$2.16K - $2.27K
|
6.95K
$300K
|
|
|
May 15, 2024
Q1 2024
|
Stephens Inc
|
SELL
|
- |
-165- 0.17% |
$6.36K - $6.69K
|
98.8K
$4.26M
|
|
|
May 15, 2024
Q1 2024
|
Townsquare Capital LLC
|
SELL
|
- |
-174- 1.48% |
$6.71K - $7.06K
|
11.6K
$500K
|
|
|
Apr 30, 2024
Q1 2024
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-200- 2.43% |
$7.71K - $8.11K
|
8.03K
$347K
|
|
|
May 02, 2024
Q1 2024
|
Integrity Financial Corp
|
SELL
|
- |
-228- 1.31% |
$8.79K - $9.25K
|
17.2K
$744K
|
|
|
Apr 05, 2024
Q1 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-231- 2.31% |
$8.91K - $9.37K
|
9.76K
$421K
|
|
|
Apr 18, 2024
Q1 2024
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-505- 1.35% |
$19.5K - $20.5K
|
36.9K
$1.59M
|
|
|
May 14, 2024
Q1 2024
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-513- 2.21% |
$19.8K - $20.8K
|
22.7K
$978K
|
|
|
May 14, 2024
Q1 2024
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-563- 3.38% |
$21.7K - $22.8K
|
16.1K
$695K
|
|
|
Aug 13, 2024
Q1 2024
|
Prospera Financial Services Inc
|
SELL
|
- |
-624- 0.5% |
$24.1K - $25.3K
|
123K
$5.33M
|
|
|
Apr 10, 2024
Q1 2024
|
Schulz Wealth, Ltd.
Mansfield, TX |
SELL
|
- |
-669- 4.95% |
$25.8K - $27.1K
|
12.8K
$554K
|
|
|
May 13, 2024
Q1 2024
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-725- 8.66% |
$28K - $29.4K
|
7.65K
$330K
|
|
|
May 03, 2024
Q1 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-791- 42.73% |
$30.5K - $32.1K
|
1.06K
$45.8K
|
|
|
May 15, 2024
Q1 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-1.22K- 5.54% |
$47.2K - $49.7K
|
20.9K
$901K
|
|
|
Aug 08, 2024
Q1 2024
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-1.27K- 13.24% |
$49K - $51.5K
|
8.33K
$359K
|
|
|
Apr 10, 2024
Q1 2024
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-1.33K- 1.46% |
$51.4K - $54.1K
|
90.2K
$3.9M
|
|
|
Apr 12, 2024
Q1 2024
|
Financial Designs Corp
Claremont, CA |
SELL
|
- |
-1.34K- 0.44% |
$51.8K - $54.5K
|
301K
$13M
|