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 99 institutions that hold shares in the stock, with a total of 5.37 Million shares, which have been reported (via 13F filing form) to have a value of $227 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Advance Capital Management, Inc.
Southfield, MI |
Jul 08, 2025 Q2 2025 |
617,258
shares
|
$26.1 Million
1.55% of portfolio
|
Q2 2025
Reduced 9.87%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2025 Q2 2025 |
357,510
shares
|
$15.1 Million
0.03% of portfolio
|
Q2 2025
Added 201.19%
|
|
|
Armis Advisers, LLC
Atlanta, GA |
Jul 15, 2025 Q2 2025 |
337,727
shares
|
$14.3 Million
1.1% of portfolio
|
Q2 2025
Reduced 28.67%
|
|
|
Reap Financial Group, LLC
Austin, TX |
Jul 23, 2025 Q2 2025 |
320,476
shares
|
$13.5 Million
3.09% of portfolio
|
Q2 2025
Reduced 34.2%
|
|
|
Wood Tarver Financial Group, LLC
Boise, ID |
Aug 12, 2025 Q2 2025 |
316,824
shares
|
$13.4 Million
3.92% of portfolio
|
Q2 2025
Added 692.91%
|
|
|
Commonwealth Equity Services, LLC
|
Aug 06, 2025 Q2 2025 |
313,557
shares
|
$13.2 Million
0.02% of portfolio
|
Q2 2025
Added 157.79%
|
|
|
Ogorek Anthony Joseph
|
Aug 08, 2025 Q2 2025 |
307,088
shares
|
$13 Million
3.9% of portfolio
|
Q2 2025
Reduced 0.93%
|
|
|
Signal Advisors Wealth, LLC
Detroit, MI |
Jul 09, 2025 Q2 2025 |
295,291
shares
|
$12.5 Million
0.95% of portfolio
|
Q2 2025
Added 46.99%
|
|
|
Foguth Wealth Management, Llc.
Brighton, MI |
Jul 22, 2025 Q2 2025 |
287,523
shares
|
$12.1 Million
2.53% of portfolio
|
Q2 2025
Added 50.8%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Aug 14, 2025 Q2 2025 |
247,383
shares
|
$10.4 Million
0.0% of portfolio
|
Q2 2025
Reduced 17.36%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Jul 28, 2025 Q2 2025 |
149,118
shares
|
$6.3 Million
0.16% of portfolio
|
Q2 2025
Reduced 5.92%
|
|
|
Per Stirling Capital Management, Llc.
Austin, TX |
Aug 13, 2025 Q2 2025 |
136,191
shares
|
$5.75 Million
0.73% of portfolio
|
Q2 2025
Added 0.9%
|
|
|
Sequent Planning LLC
Omaha, NE |
Aug 14, 2025 Q2 2025 |
124,565
shares
|
$5.26 Million
1.62% of portfolio
|
Q2 2025
Reduced 1.15%
|
|
|
Lcnb Corp
Lebanon, OH |
Aug 11, 2025 Q2 2025 |
115,476
shares
|
$4.88 Million
1.69% of portfolio
|
Q2 2025
Added 1.04%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Aug 14, 2025 Q2 2025 |
73,846
shares
|
$3.12 Million
0.01% of portfolio
|
Q2 2025
Reduced 0.53%
|
|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
71,490
shares
|
$3.02 Million
0.0% of portfolio
|
Q2 2025
Added 15.31%
|
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2025 Q2 2025 |
65,081
shares
|
$2.75 Million
0.01% of portfolio
|
Q2 2025
Reduced 2.94%
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
Aug 11, 2025 Q2 2025 |
55,119
shares
|
$2.33 Million
0.04% of portfolio
|
Q2 2025
Added 13.55%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 08, 2025 Q2 2025 |
51,587
shares
|
$2.18 Million
0.0% of portfolio
|
Q2 2025
Added 16.0%
|
|
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
Jul 25, 2025 Q2 2025 |
49,751
shares
|
$2.1 Million
0.39% of portfolio
|
Q2 2025
Reduced 4.99%
|
|
|
Truist Financial Corp
|
Jul 18, 2025 Q2 2025 |
49,605
shares
|
$2.09 Million
0.0% of portfolio
|
Q2 2025
Added 16.28%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
45,997
shares
|
$1.94 Million
0.06% of portfolio
|
Q4 2020
Added 9.91%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 28, 2025 Q2 2025 |
42,056
shares
|
$1.78 Million
0.05% of portfolio
|
Q2 2025
Added 0.68%
|
|
|
Tounjian Advisory Partners, LLC
Fort Myers, FL |
Jul 09, 2025 Q2 2025 |
40,760
shares
|
$1.72 Million
0.3% of portfolio
|
Q1 2025
New holding
|
|
|
Founders Financial Securities LLC
|
Aug 06, 2025 Q2 2025 |
40,240
shares
|
$1.7 Million
0.13% of portfolio
|
Q2 2025
Added 8.43%
|