Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 25, 2024
Q4 2023
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
430KNew |
$15.2M - $16.7M
|
430K
$18.6M
|
|
|
Jan 19, 2024
Q4 2023
|
Financial Designs Corp
Claremont, CA |
BUY
|
- |
302KNew |
$10.7M - $11.8M
|
302K
$13.1M
|
|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
BUY
|
- |
257K+ 511.97% |
$9.07M - $9.98M
|
307K
$13.2M
|
|
|
Feb 05, 2024
Q4 2023
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
183KNew |
$6.47M - $7.12M
|
183K
$7.9M
|
|
|
Feb 14, 2024
Q4 2023
|
Prospera Financial Services Inc
|
BUY
|
- |
122KNew |
$4.33M - $4.76M
|
122K
$5.29M
|
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
109K+ 83.09% |
$3.86M - $4.25M
|
241K
$10.4M
|
|
|
Jan 19, 2024
Q4 2023
|
E Rn Financial, LLC
|
BUY
|
- |
100KNew |
$3.55M - $3.91M
|
100K
$4.33M
|
|
|
Feb 07, 2024
Q4 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
89.5KNew |
$3.16M - $3.48M
|
89.5K
$3.87M
|
|
|
Jan 10, 2024
Q4 2023
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
88.4K+ 2770.52% |
$3.12M - $3.44M
|
91.5K
$3.95M
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
73.2K+ 287.16% |
$2.59M - $2.85M
|
98.6K
$4.26M
|
|
|
Feb 13, 2024
Q4 2023
|
Stephens Inc
|
BUY
|
- |
54.5K+ 122.56% |
$1.93M - $2.12M
|
98.9K
$4.27M
|
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
42.7K+ 16.9% |
$1.51M - $1.66M
|
295K
$12.7M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
41.1K+ 122.31% |
$1.45M - $1.6M
|
74.8K
$3.23M
|
|
|
Jan 11, 2024
Q4 2023
|
Brookstone Capital Management
|
BUY
|
- |
28.8KNew |
$1.02M - $1.12M
|
28.8K
$1.24M
|
|
|
Feb 13, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
28.5K+ 37.47% |
$1.01M - $1.11M
|
105K
$4.52M
|
|
|
Feb 14, 2024
Q4 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
27.8K+ 178.72% |
$984K - $1.08M
|
43.4K
$1.88M
|
|
|
Jan 08, 2024
Q4 2023
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
27.2K+ 225.72% |
$960K - $1.06M
|
39.2K
$1.69M
|
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
23.4K+ 29.25% |
$827K - $910K
|
103K
$4.46M
|
|
|
Jan 25, 2024
Q4 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
21.9KNew |
$773K - $851K
|
21.9K
$944K
|
|
|
Jan 30, 2024
Q4 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
21.8K+ 1635.21% |
$772K - $849K
|
23.2K
$1M
|
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
20.6K+ 85.57% |
$730K - $803K
|
44.8K
$1.93M
|
|
|
Feb 14, 2024
Q4 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
15K+ 211.57% |
$530K - $584K
|
22.1K
$954K
|
|
|
Feb 08, 2024
Q4 2023
|
Meridian Wealth Management, LLC
|
BUY
|
- |
15KNew |
$529K - $582K
|
15K
$646K
|
|
|
Feb 23, 2024
Q4 2023
|
Beacon Financial Group
|
BUY
|
- |
14.5KNew |
$512K - $563K
|
14.5K
$625K
|
|
|
Feb 13, 2024
Q4 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
13.8KNew |
$487K - $536K
|
13.8K
$595K
|
|
|
Feb 12, 2024
Q4 2023
|
Schulz Wealth, Ltd.
Mansfield, TX |
BUY
|
- |
13.5KNew |
$477K - $526K
|
13.5K
$583K
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
12.1K+ 11.0% |
$429K - $472K
|
122K
$5.28M
|
|
|
Feb 14, 2024
Q4 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
12K+ 86.22% |
$423K - $465K
|
25.8K
$1.12M
|
|
|
Feb 12, 2024
Q4 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
11.8K+ 222.27% |
$418K - $461K
|
17.2K
$741K
|
|
|
Feb 06, 2024
Q4 2023
|
Ifrah Financial Services, Inc.
|
BUY
|
- |
10.2KNew |
$361K - $398K
|
10.2K
$441K
|
|
|
Feb 07, 2024
Q4 2023
|
Integrity Financial Corp
|
BUY
|
- |
9.97K+ 132.98% |
$352K - $388K
|
17.5K
$754K
|
|
|
Feb 14, 2024
Q4 2023
|
Family Wealth Group, LLC
Lexington, KY |
BUY
|
- |
8.41KNew |
$297K - $327K
|
8.41K
$363K
|
|
|
Feb 12, 2024
Q4 2023
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
8.37KNew |
$296K - $326K
|
8.37K
$361K
|
|
|
Feb 09, 2024
Q4 2023
|
Hrt Financial LP
New York, NY |
BUY
|
- |
8.37KNew |
$296K - $326K
|
8.37K
$361K
|
|
|
Feb 12, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
8.04K+ 63.5% |
$284K - $313K
|
20.7K
$894K
|
|
|
Jan 16, 2024
Q4 2023
|
Wolff Wiese Magana LLC
|
BUY
|
- |
7.42K+ 24.79% |
$262K - $289K
|
37.4K
$1.61M
|
|
|
Feb 13, 2024
Q4 2023
|
Arbor Capital Management Inc
Anchorage, AK |
BUY
|
- |
7KNew |
$248K - $272K
|
7K
$302K
|
|
|
Mar 15, 2024
Q4 2023
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
6.5KNew |
$230K - $253K
|
6.5K
$281K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
6.28K+ 19.38% |
$222K - $244K
|
38.7K
$1.67M
|
|
|
Feb 14, 2024
Q4 2023
|
Old Mission Capital LLC
|
BUY
|
- |
6.19KNew |
$219K - $241K
|
6.19K
$267K
|
|
|
Jan 16, 2024
Q4 2023
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
5.69KNew |
$201K - $222K
|
5.69K
$246K
|
|
|
Jan 23, 2024
Q4 2023
|
Beacon Financial Advisory LLC
|
BUY
|
- |
5.5KNew |
$194K - $214K
|
5.5K
$237K
|
|
|
Feb 08, 2024
Q4 2023
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
5.34KNew |
$189K - $208K
|
5.34K
$231K
|
|
|
Feb 14, 2024
Q4 2023
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
5.27KNew |
$186K - $205K
|
5.27K
$227K
|
|
|
Jan 12, 2024
Q4 2023
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
5.18KNew |
$183K - $202K
|
5.18K
$224K
|
|
|
Feb 05, 2024
Q4 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
3.7K+ 17.73% |
$131K - $144K
|
24.6K
$1.06M
|
|
|
Feb 13, 2024
Q4 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
3.48K+ 8.38% |
$123K - $136K
|
45.1K
$1.95M
|
|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
BUY
|
- |
2.43KNew |
$86K - $94.7K
|
2.43K
$105K
|
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
2.3K+ 5.97% |
$81.2K - $89.3K
|
40.7K
$1.76M
|
|
|
May 15, 2024
Q4 2023
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
2.19KNew |
$77.3K - $85.1K
|
2.19K
$94.4K
|