Kingswood Wealth Advisors, LLC First Tr Ex Trad Fd Viii Cboe Transaction History

Kingswood Wealth Advisors, LLC

$1.4 Trillion
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2024 Apr 15, 2024	BUY	$38.56 - $40.57 $5,784 - $6,085	150 Added 2.63%	5,843 $237 Million
Q4 2023 Jan 16, 2024	BUY	$35.35 - $38.91 $201,247 - $221,514	5,693 New	5,693 $221 Million

Others Institutions Holding FOCT

# of Institutions

100

Shares Held

2.4M

Call Options Held

0

Put Options Held

0

Mc Carthy & Cox Marysville, OH

137K
Shares

$5.94 Million
2.22% of portfolio
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

132K
Shares

$5.71 Million
0.01% of portfolio
Prospera Financial Services Inc

126K
Shares

$5.44 Million
0.14% of portfolio
Commonwealth Equity Services, LLC

102K
Shares

$4.43 Million
0.01% of portfolio
Advisor Group Holdings, Inc. Phoenix, AZ

99.8K
Shares

$4.32 Million
0.01% of portfolio

About FIRST TR EX-TRAD FD VIII CBOE

Ticker FOCT
Sector ETFs
Industry ETFs

More about FOCT

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Kingswood Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Kingswood Wealth Advisors, LLC with notifications on news.