Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 10, 2025
Q4 2024
|
Founders Financial Securities LLC
|
BUY
|
- |
5K+ 61.69% |
$208K - $218K
|
13.1K
$542K
|
|
|
Feb 06, 2025
Q4 2024
|
Keystone Wealth Services, LLC
|
BUY
|
- |
5K+ 49.32% |
$208K - $217K
|
15.1K
$625K
|
|
|
Feb 14, 2025
Q4 2024
|
Fortress Private Ledger, LLC
Raleigh, NC |
BUY
|
- |
4.98KNew |
$207K - $216K
|
4.98K
$206K
|
|
|
Jan 29, 2025
Q4 2024
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
4.47K+ 55.22% |
$186K - $194K
|
12.6K
$520K
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
3.85K+ 141.81% |
$160K - $167K
|
6.56K
$271K
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
3.49K+ 9.42% |
$145K - $152K
|
40.5K
$1.68M
|
|
|
Feb 13, 2025
Q4 2024
|
Integrity Financial Corp
|
BUY
|
- |
3.46K+ 21.09% |
$144K - $151K
|
19.9K
$822K
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
3.2K+ 23.52% |
$133K - $139K
|
16.8K
$695K
|
|
|
Feb 12, 2025
Q4 2024
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
3.13K+ 15.34% |
$130K - $136K
|
23.5K
$973K
|
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
3.02K+ 23.4% |
$126K - $131K
|
15.9K
$659K
|
|
|
Feb 14, 2025
Q4 2024
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
BUY
|
- |
2.66K+ 30.6% |
$111K - $116K
|
11.4K
$470K
|
|
|
Feb 10, 2025
Q4 2024
|
Arbor Capital Management Inc
Anchorage, AK |
BUY
|
- |
2.53K+ 36.66% |
$105K - $110K
|
9.42K
$390K
|
|
|
Jan 29, 2025
Q4 2024
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
2.16KNew |
$90K - $93.9K
|
2.16K
$89.3K
|
|
|
Jan 13, 2025
Q4 2024
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
2K+ 5.1% |
$83.2K - $86.9K
|
41.2K
$1.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
1.95K+ 29.61% |
$81.1K - $84.6K
|
8.52K
$352K
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
BUY
|
- |
1.92KNew |
$79.9K - $83.3K
|
1.92K
$79.3K
|
|
|
Mar 06, 2025
Q4 2024
|
Wood Tarver Financial Group, LLC
Boise, ID |
BUY
|
- |
1.81KNew |
$75.4K - $78.7K
|
1.81K
$74.9K
|
|
|
Feb 14, 2025
Q4 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
1.6K+ 14.84% |
$66.5K - $69.4K
|
12.4K
$511K
|
|
|
Feb 13, 2025
Q4 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
1.45KNew |
$60.5K - $63.1K
|
1.45K
$60.1K
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1.24KNew |
$51.5K - $53.7K
|
1.24K
$51.1K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
767New |
$32K - $33.3K
|
767
$31.7K
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
BUY
|
- |
727+ 2.52% |
$30.3K - $31.6K
|
29.5K
$1.22M
|
|
|
Feb 28, 2025
Q4 2024
|
Park Square Financial Group, LLC
Roswell, GA |
BUY
|
- |
584New |
$24.3K - $25.4K
|
584
$24.2K
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
500+ 2.85% |
$20.8K - $21.7K
|
18K
$746K
|
|
|
Feb 18, 2025
Q4 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
473+ 23.37% |
$19.7K - $20.6K
|
2.5K
$103K
|
|
|
Feb 14, 2025
Q4 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
409+ 19.66% |
$17K - $17.8K
|
2.49K
$103K
|
|
|
Feb 13, 2025
Q4 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
320+ 13.56% |
$13.3K - $13.9K
|
2.68K
$111K
|
|
|
Feb 10, 2025
Q4 2024
|
Img Wealth Management, Inc.
Jacksonville, FL |
BUY
|
- |
264New |
$11K - $11.5K
|
264
$10.9K
|
|
|
Feb 14, 2025
Q4 2024
|
Topsail Wealth Management, LLC
Charlotte, NC |
BUY
|
- |
200New |
$8.33K - $8.69K
|
200
$8.27K
|
|
|
Feb 05, 2025
Q4 2024
|
Schulz Wealth, Ltd.
Mansfield, TX |
BUY
|
- |
35+ 0.27% |
$1.46K - $1.52K
|
12.9K
$532K
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
20+ 0.16% |
$833 - $869
|
12.4K
$513K
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
10+ 0.1% |
$417 - $435
|
10.3K
$427K
|
|
|
Jan 23, 2025
Q4 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-1- 0.16% |
$41.7 - $43.5
|
629
$26K
|
|
|
Jan 22, 2025
Q4 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-35- 0.1% |
$1.46K - $1.52K
|
36.8K
$1.52M
|
|
|
Jan 29, 2025
Q4 2024
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-115- 1.99% |
$4.79K - $5K
|
5.67K
$234K
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-145- 0.39% |
$6.04K - $6.3K
|
37.1K
$1.53M
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-175- 1.49% |
$7.29K - $7.61K
|
11.6K
$480K
|
|
|
Feb 10, 2025
Q4 2024
|
Pitti Group Wealth Management, LLC
|
SELL
|
- |
-460- 3.58% |
$19.2K - $20K
|
12.4K
$512K
|
|
|
Jan 17, 2025
Q4 2024
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-577- 5.22% |
$24K - $25.1K
|
10.5K
$433K
|
|
|
Jan 28, 2025
Q4 2024
|
Archer Investment Corp
|
SELL
|
- |
-750- 7.66% |
$31.2K - $32.6K
|
9.04K
$374K
|
|
|
Jan 28, 2025
Q4 2024
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-805- 0.91% |
$33.5K - $35K
|
88.1K
$3.65M
|
|
|
Feb 14, 2025
Q4 2024
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-815- 9.74% |
$34K - $35.4K
|
7.56K
$312K
|
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-910- 9.77% |
$37.9K - $39.6K
|
8.4K
$348K
|
|
|
Feb 13, 2025
Q4 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
SELL
|
- |
-1.06K- 47.66% |
$44.1K - $46K
|
1.16K
$48.1K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-1.38K- 17.98% |
$57.4K - $59.9K
|
6.29K
$260K
|
|
|
Feb 10, 2025
Q4 2024
|
Valtinson Bruner Financial Planning LLC
|
SELL
|
- |
-1.99K- 2.53% |
$82.9K - $86.5K
|
76.7K
$3.17M
|
|
|
Feb 13, 2025
Q4 2024
|
Townsquare Capital LLC
|
SELL
|
- |
-3.22K- 28.25% |
$134K - $140K
|
8.19K
$339K
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
SELL
|
- |
-3.91K- 84.09% |
$163K - $170K
|
740
$30.6K
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-6.44K- 34.69% |
$268K - $280K
|
12.1K
$502K
|
|
|
Jan 22, 2025
Q4 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-8.6K- 99.88% |
$358K - $374K
|
10
$414
|