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 66 institutions that hold shares in the stock, with a total of 2.02 Million shares, which have been reported (via 13F filing form) to have a value of $80.6 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Advance Capital Management, Inc.
Southfield, MI |
Jan 06, 2025 Q4 2024 |
428,223
shares
|
$17.1 Million
1.0% of portfolio
|
Q4 2024
New holding
|
|
|
Per Stirling Capital Management, Llc.
Austin, TX |
Nov 13, 2024 Q3 2024 |
209,918
shares
|
$8.41 Million
1.14% of portfolio
|
Q3 2024
Added 0.1%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Jan 17, 2025 Q4 2024 |
163,126
shares
|
$6.53 Million
0.19% of portfolio
|
Q4 2024
Reduced 1.56%
|
|
|
Signal Advisors Wealth, LLC
Detroit, MI |
Jan 13, 2025 Q4 2024 |
136,471
shares
|
$5.46 Million
0.61% of portfolio
|
Q4 2024
Added 567.93%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
79,018
shares
|
$3.16 Million
0.0% of portfolio
|
Q3 2024
Added 3.88%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 04, 2024 Q3 2024 |
58,255
shares
|
$2.33 Million
0.07% of portfolio
|
Q3 2024
Reduced 41.33%
|
|
|
Truist Financial Corp
|
Nov 13, 2024 Q3 2024 |
49,924
shares
|
$2 Million
0.0% of portfolio
|
Q3 2024
Reduced 2.85%
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
Nov 12, 2024 Q3 2024 |
48,542
shares
|
$1.94 Million
0.04% of portfolio
|
Q3 2024
Reduced 2.27%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
47,913
shares
|
$1.92 Million
0.0% of portfolio
|
Q3 2024
Reduced 17.92%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
45,997
shares
|
$1.84 Million
0.06% of portfolio
|
Q4 2020
Added 9.91%
|
|
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
Oct 22, 2024 Q3 2024 |
45,690
shares
|
$1.83 Million
0.35% of portfolio
|
Q3 2024
Added 54.53%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2024 Q3 2024 |
44,560
shares
|
$1.78 Million
0.01% of portfolio
|
Q3 2024
Reduced 6.09%
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
41,970
shares
|
$1.68 Million
0.0% of portfolio
|
Q3 2024
Reduced 64.2%
|
|
|
Castleview Partners, LLC
Dallas, TX |
Jan 21, 2025 Q4 2024 |
39,668
shares
|
$1.59 Million
1.04% of portfolio
|
Q4 2024
New holding
|
|
|
Lcnb Corp
Lebanon, OH |
Nov 12, 2024 Q3 2024 |
34,935
shares
|
$1.4 Million
0.49% of portfolio
|
Q3 2024
New holding
|
|
|
Ignite Planners, LLC
|
Jan 13, 2025 Q4 2024 |
33,558
shares
|
$1.34 Million
0.31% of portfolio
|
Q4 2024
Added 111.11%
|
|
|
Ae Wealth Management LLC
|
Nov 14, 2024 Q3 2024 |
30,690
shares
|
$1.23 Million
0.01% of portfolio
|
Q3 2024
Reduced 6.36%
|
|
|
Brookstone Capital Management
|
Jan 13, 2025 Q4 2024 |
29,040
shares
|
$1.16 Million
0.02% of portfolio
|
Q4 2024
Reduced 1.72%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2024 Q3 2024 |
28,517
shares
|
$1.14 Million
0.0% of portfolio
|
Q3 2024
Added 93.82%
|
|
|
1 St Source Bank
|
Dec 11, 2024 Q3 2024 |
27,673
shares
|
$1.11 Million
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
25,143
shares
|
$1.01 Million
0.0% of portfolio
|
Q3 2024
Added 15.05%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 13, 2024 Q3 2024 |
24,047
shares
|
$962,841
0.0% of portfolio
|
Q3 2024
Reduced 71.28%
|
|
|
Mc Kinley Carter Wealth Services, Inc.
|
Oct 15, 2024 Q3 2024 |
23,866
shares
|
$955,594
0.06% of portfolio
|
Q1 2024
Added 9.15%
|
|
|
Icon Wealth Partners, LLC
|
Nov 14, 2023 Q3 2023 |
23,617
shares
|
$945,624
0.09% of portfolio
|
Q3 2023
Reduced 0.12%
|
|
|
Beacon Financial Group
|
Nov 12, 2024 Q3 2024 |
18,828
shares
|
$753,873
0.08% of portfolio
|
Q2 2024
Reduced 50.57%
|