Institutional Ownership First Tr Ex Trad Fd Viii Cboe (DOCT)
This table provides information about the institutional ownership of First Tr Ex Trad Fd Viii Cboe (DOCT). We have compiled data on the 93 institutions that hold shares in the stock, with a total of 4.91 Million shares, which have been reported (via 13F filing form) to have a value of $188 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Advance Capital Management, Inc.
Southfield, MI |
Apr 09, 2025 Q1 2025 |
684,872
shares
|
$26.3 Million
1.58% of portfolio
|
Q1 2025
Added 59.93%
|
|
|
Reap Financial Group, LLC
Austin, TX |
May 14, 2025 Q1 2025 |
487,070
shares
|
$18.7 Million
4.63% of portfolio
|
Q1 2025
Reduced 12.58%
|
|
|
Armis Advisers, LLC
Atlanta, GA |
May 08, 2025 Q1 2025 |
473,476
shares
|
$18.2 Million
1.7% of portfolio
|
Q1 2025
Reduced 15.41%
|
|
|
Ogorek Anthony Joseph
|
May 09, 2025 Q1 2025 |
309,983
shares
|
$11.9 Million
3.91% of portfolio
|
Q1 2025
Added 8624.54%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
299,334
shares
|
$11.5 Million
0.0% of portfolio
|
Q1 2025
Reduced 6.88%
|
|
|
Signal Advisors Wealth, LLC
Detroit, MI |
Apr 10, 2025 Q1 2025 |
200,898
shares
|
$7.71 Million
0.75% of portfolio
|
Q1 2025
Added 47.21%
|
|
|
Foguth Wealth Management, Llc.
Brighton, MI |
May 15, 2025 Q1 2025 |
190,666
shares
|
$7.32 Million
1.77% of portfolio
|
Q1 2025
Added 25.22%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Apr 28, 2025 Q1 2025 |
158,504
shares
|
$6.08 Million
0.18% of portfolio
|
Q1 2025
Reduced 2.83%
|
|
|
Per Stirling Capital Management, Llc.
Austin, TX |
May 14, 2025 Q1 2025 |
134,982
shares
|
$5.18 Million
0.74% of portfolio
|
Q1 2025
Reduced 33.84%
|
|
|
Sequent Planning LLC
Omaha, NE |
May 13, 2025 Q1 2025 |
126,020
shares
|
$4.84 Million
1.74% of portfolio
|
Q1 2025
Added 2.57%
|
|
|
Commonwealth Equity Services, LLC
|
May 09, 2025 Q1 2025 |
121,633
shares
|
$4.67 Million
0.01% of portfolio
|
Q1 2025
Reduced 0.94%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
118,698
shares
|
$4.56 Million
0.01% of portfolio
|
Q1 2025
Added 128.41%
|
|
|
Lcnb Corp
Lebanon, OH |
May 12, 2025 Q1 2025 |
114,284
shares
|
$4.39 Million
1.63% of portfolio
|
Q1 2025
Added 0.53%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
80,810
shares
|
$3.1 Million
0.01% of portfolio
|
Q1 2025
Reduced 25.38%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
May 14, 2025 Q1 2025 |
74,242
shares
|
$2.85 Million
0.01% of portfolio
|
Q1 2025
Reduced 28.65%
|
|
|
Kestra Advisory Services, LLC
|
May 14, 2025 Q1 2025 |
67,055
shares
|
$2.57 Million
0.01% of portfolio
|
Q1 2025
Reduced 2.29%
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
62,000
shares
|
$2.38 Million
0.0% of portfolio
|
Q1 2025
Reduced 30.37%
|
|
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
May 09, 2025 Q1 2025 |
52,363
shares
|
$2.01 Million
0.41% of portfolio
|
Q1 2025
Reduced 3.07%
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
48,542
shares
|
$1.86 Million
0.03% of portfolio
|
Q3 2024
Reduced 2.27%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
45,997
shares
|
$1.77 Million
0.06% of portfolio
|
Q4 2020
Added 9.91%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
44,471
shares
|
$1.71 Million
0.0% of portfolio
|
Q1 2025
Added 4.5%
|
|
|
Truist Financial Corp
|
Apr 29, 2025 Q1 2025 |
42,659
shares
|
$1.64 Million
0.0% of portfolio
|
Q1 2025
Reduced 14.73%
|
|
|
Harbour Investments, Inc.
Madison, WI |
May 08, 2025 Q1 2025 |
41,772
shares
|
$1.6 Million
0.05% of portfolio
|
Q1 2025
Reduced 12.5%
|
|
|
Tounjian Advisory Partners, LLC
Fort Myers, FL |
Apr 14, 2025 Q1 2025 |
40,760
shares
|
$1.56 Million
0.29% of portfolio
|
Q1 2025
New holding
|
|
|
Kestra Private Wealth Services, LLC
|
May 05, 2025 Q1 2025 |
40,117
shares
|
$1.54 Million
0.03% of portfolio
|
Q1 2025
Reduced 6.98%
|