Purchases and Sales Made in Q2 2025 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 Q2 2025. 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 |
|---|---|---|---|---|---|---|---|
|
Jul 15, 2025
Q2 2025
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
12.4KNew |
$476K - $556K
|
12.4K
$568K
|
|
|
Jul 25, 2025
Q2 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
11.7KNew |
$448K - $524K
|
11.7K
$535K
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
7.43K+ 17.89% |
$285K - $333K
|
49K
$2.24M
|
|
|
Jul 22, 2025
Q2 2025
|
Beacon Financial Advisory LLC
|
BUY
|
- |
5K+ 90.91% |
$191K - $224K
|
10.5K
$480K
|
|
|
Jul 25, 2025
Q2 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
979+ 1.25% |
$37.5K - $43.8K
|
79.5K
$3.63M
|
|
|
Jul 09, 2025
Q2 2025
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
374+ 0.92% |
$14.3K - $16.7K
|
40.9K
$1.87M
|
|
|
Jul 21, 2025
Q2 2025
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
10+ 0.18% |
$383 - $448
|
5.68K
$260K
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-51- 0.53% |
$1.95K - $2.28K
|
9.59K
$439K
|
|
|
Jul 15, 2025
Q2 2025
|
Pitti Group Wealth Management, LLC
|
SELL
|
- |
-116- 0.99% |
$4.44K - $5.19K
|
11.6K
$532K
|
|
|
Jul 11, 2025
Q2 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-213- 2.34% |
$8.16K - $9.54K
|
8.88K
$406K
|
|
|
Jul 09, 2025
Q2 2025
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-271- 1.79% |
$10.4K - $12.1K
|
14.9K
$679K
|
|
|
Jul 15, 2025
Q2 2025
|
Armis Advisers, LLC
Atlanta, GA |
SELL
|
- |
-361- 0.31% |
$13.8K - $16.2K
|
118K
$5.38M
|
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-447- 4.52% |
$17.1K - $20K
|
9.45K
$432K
|
|
|
Jul 18, 2025
Q2 2025
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-914- 1.04% |
$35K - $40.9K
|
87.1K
$3.98M
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
SELL
|
- |
-1.09K- 2.63% |
$41.7K - $48.8K
|
40.4K
$1.85M
|
|
|
Jul 24, 2025
Q2 2025
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-1.68K- 4.55% |
$64.1K - $75K
|
35.1K
$1.61M
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
SELL
|
- |
-2.15K- 1.21% |
$82.3K - $96.3K
|
176K
$8.06M
|
|
|
Jul 23, 2025
Q2 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-3.1K- 34.27% |
$119K - $139K
|
5.95K
$272K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-5.7K- 22.13% |
$218K - $255K
|
20.1K
$918K
|
|
|
Jul 23, 2025
Q2 2025
|
Reap Financial Group, LLC
Austin, TX |
SELL
|
- |
-23.4K- 22.05% |
$896K - $1.05M
|
82.7K
$3.78M
|