Purchases and Sales Made in Q3 2023 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 Q3 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Nov 09, 2023
Q3 2023
|
First Heartland Consultants, Inc.
|
BUY
|
- |
18KNew |
$656K - $697K
|
18K
$779K
|
|
|
Nov 13, 2023
Q3 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
15.1K+ 165.99% |
$547K - $582K
|
24.1K
$1.04M
|
|
|
Nov 03, 2023
Q3 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
13.2KNew |
$479K - $509K
|
13.2K
$568K
|
|
|
Nov 14, 2023
Q3 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
11K+ 130.89% |
$399K - $424K
|
19.3K
$835K
|
|
|
Nov 14, 2023
Q3 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
8.83KNew |
$321K - $341K
|
8.83K
$381K
|
|
|
Nov 13, 2023
Q3 2023
|
Share Andrew L.
Manchester, NH |
BUY
|
- |
6.23KNew |
$226K - $241K
|
6.23K
$269K
|
|
|
Nov 01, 2023
Q3 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
5.69KNew |
$207K - $220K
|
5.69K
$246K
|
|
|
Oct 30, 2023
Q3 2023
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
4.68K+ 154.06% |
$170K - $181K
|
7.72K
$333K
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
3.66K+ 12.72% |
$133K - $141K
|
32.4K
$1.4M
|
|
|
Nov 14, 2023
Q3 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
3.27K+ 9.82% |
$119K - $126K
|
36.5K
$1.58M
|
|
|
Nov 07, 2023
Q3 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
2.6K+ 14.2% |
$94.4K - $100K
|
20.9K
$901K
|
|
|
Nov 14, 2023
Q3 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
1.42K+ 3.03% |
$51.8K - $55K
|
48.4K
$2.09M
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
727+ 0.66% |
$26.4K - $28.1K
|
110K
$4.76M
|
|
|
Nov 13, 2023
Q3 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
280+ 1.72% |
$10.2K - $10.8K
|
16.6K
$715K
|
|
|
Dec 04, 2023
Q3 2023
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
237New |
$8.62K - $9.16K
|
237
$10.2K
|
|
|
Nov 15, 2023
Q3 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-2- 0.01% |
$72.7 - $77.3
|
38.5K
$1.66M
|
|
|
Nov 13, 2023
Q3 2023
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-41- 0.43% |
$1.49K - $1.58K
|
9.51K
$411K
|
|
|
Oct 11, 2023
Q3 2023
|
Cwm, LLC
|
SELL
|
- |
-95- 0.19% |
$3.45K - $3.67K
|
50.1K
$2.16M
|
|
|
Nov 03, 2023
Q3 2023
|
Larson Financial Group LLC
|
SELL
|
- |
-115- 5.85% |
$4.18K - $4.44K
|
1.85K
$79.9K
|
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-231- 11.71% |
$8.4K - $8.93K
|
1.74K
$75.2K
|
|
|
Oct 12, 2023
Q3 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-251- 1.92% |
$9.13K - $9.7K
|
12.8K
$553K
|
|
|
Nov 14, 2023
Q3 2023
|
Stephens Inc
|
SELL
|
- |
-300- 0.67% |
$10.9K - $11.6K
|
44.4K
$1.92M
|
|
|
Oct 30, 2023
Q3 2023
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-400- 1.32% |
$14.5K - $15.5K
|
29.9K
$1.29M
|
|
|
Oct 18, 2023
Q3 2023
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-491- 5.37% |
$17.9K - $19K
|
8.65K
$373K
|
|
|
Nov 14, 2023
Q3 2023
|
Fsb Premier Wealth Management, Inc.
|
SELL
|
- |
-589- 1.78% |
$21.4K - $22.8K
|
32.5K
$1.4M
|
|
|
Oct 30, 2023
Q3 2023
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-627- 5.78% |
$22.8K - $24.2K
|
10.2K
$441K
|
|
|
Oct 17, 2023
Q3 2023
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
SELL
|
- |
-657- 3.74% |
$23.9K - $25.4K
|
16.9K
$731K
|
|
|
Nov 14, 2023
Q3 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-679- 4.67% |
$24.7K - $26.2K
|
13.9K
$599K
|
|
|
Nov 07, 2023
Q3 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-715- 4.78% |
$26K - $27.6K
|
14.2K
$615K
|
|
|
Nov 13, 2023
Q3 2023
|
Integrity Financial Corp
|
SELL
|
- |
-908- 10.8% |
$33K - $35.1K
|
7.5K
$324K
|
|
|
Oct 24, 2023
Q3 2023
|
Valtinson Bruner Financial Planning LLC
|
SELL
|
- |
-1.34K- 1.61% |
$48.8K - $51.9K
|
82K
$3.54M
|
|
|
Oct 24, 2023
Q3 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-2.51K- 5.14% |
$91.2K - $96.9K
|
46.2K
$2M
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-3.74K- 25.49% |
$136K - $145K
|
10.9K
$472K
|
|
|
Nov 14, 2023
Q3 2023
|
Truist Financial Corp
|
SELL
|
- |
-4.31K- 7.45% |
$157K - $167K
|
53.6K
$2.31M
|
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-4.32K- 5.36% |
$157K - $167K
|
76.2K
$3.29M
|
|
|
Oct 10, 2023
Q3 2023
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-4.78K- 43.64% |
$174K - $185K
|
6.18K
$267K
|
|
|
Nov 13, 2023
Q3 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-5.21K- 49.45% |
$189K - $201K
|
5.33K
$230K
|
|
|
Nov 15, 2023
Q3 2023
|
Townsquare Capital LLC
|
SELL
|
- |
-5.5K- 31.25% |
$200K - $212K
|
12.1K
$522K
|
|
|
Nov 01, 2023
Q3 2023
|
Pitti Group Wealth Management, LLC
|
SELL
|
- |
-6.25K- 31.44% |
$227K - $242K
|
13.6K
$589K
|
|
|
Nov 14, 2023
Q3 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-7.4K- 15.12% |
$269K - $286K
|
41.6K
$1.79M
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-7.66K- 18.54% |
$278K - $296K
|
33.6K
$1.45M
|
|
|
Nov 03, 2023
Q3 2023
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-8.5K- 34.35% |
$309K - $329K
|
16.3K
$702K
|
|
|
Nov 09, 2023
Q3 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-11.5K- 42.56% |
$420K - $446K
|
15.6K
$673K
|
|
|
Oct 05, 2023
Q3 2023
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-14K- 60.71% |
$507K - $539K
|
9.03K
$390K
|
|
|
Nov 14, 2023
Q3 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-21.9K- 21.47% |
$795K - $845K
|
79.9K
$3.45M
|
|
|
Nov 14, 2023
Q3 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-24.3K- 65.77% |
$885K - $940K
|
12.7K
$547K
|
|
|
Oct 23, 2023
Q3 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-24.8K- 8.94% |
$902K - $959K
|
253K
$10.9M
|
|
|
Oct 25, 2023
Q3 2023
|
3 D/L Capital Management, LLC
|
SELL
|
- |
-26.7K- 54.71% |
$969K - $1.03M
|
22.1K
$953K
|
|
|
Oct 11, 2023
Q3 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-29.2K- 23.6% |
$1.06M - $1.13M
|
94.6K
$4.08M
|
|
|
Nov 13, 2023
Q3 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-31.1K- 19.12% |
$1.13M - $1.2M
|
132K
$5.68M
|