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 85 institutions that hold shares in the stock, with a total of 3.31 Million shares, which have been reported (via 13F filing form) to have a value of $133 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
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
321,450
shares
|
$12.9 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Per Stirling Capital Management, Llc.
Austin, TX |
Feb 13, 2025 Q4 2024 |
204,015
shares
|
$8.17 Million
1.14% of portfolio
|
Q4 2024
Reduced 2.81%
|
|
|
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%
|
|
|
Foguth Wealth Management, Llc.
Brighton, MI |
Jan 27, 2025 Q4 2024 |
152,267
shares
|
$6.1 Million
1.6% of portfolio
|
Q4 2024
New holding
|
|
|
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%
|
|
|
Sequent Planning LLC
Omaha, NE |
Feb 11, 2025 Q4 2024 |
122,865
shares
|
$4.92 Million
1.78% of portfolio
|
Q4 2024
New holding
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
122,784
shares
|
$4.92 Million
0.01% of portfolio
|
Q4 2024
Added 55.39%
|
|
|
Lcnb Corp
Lebanon, OH |
Feb 11, 2025 Q4 2024 |
113,677
shares
|
$4.55 Million
1.65% of portfolio
|
Q4 2024
Added 225.4%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Feb 14, 2025 Q4 2024 |
108,299
shares
|
$4.34 Million
0.01% of portfolio
|
Q4 2024
Added 773.17%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Feb 13, 2025 Q4 2024 |
104,055
shares
|
$4.17 Million
0.01% of portfolio
|
Q4 2024
Added 1179.73%
|
|
|
Envestnet Asset Management Inc
|
Feb 12, 2025 Q4 2024 |
89,043
shares
|
$3.56 Million
0.0% of portfolio
|
Q4 2024
Added 112.16%
|
|
|
Kestra Advisory Services, LLC
|
Feb 10, 2025 Q4 2024 |
68,630
shares
|
$2.75 Million
0.02% of portfolio
|
Q4 2024
Added 54.02%
|
|
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
Jan 24, 2025 Q4 2024 |
54,021
shares
|
$2.16 Million
0.42% of portfolio
|
Q4 2024
Added 18.23%
|
|
|
Cwm, LLC
|
Feb 04, 2025 Q4 2024 |
54,017
shares
|
$2.16 Million
0.01% of portfolio
|
Q4 2024
Added 641.38%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
51,967
shares
|
$2.08 Million
0.01% of portfolio
|
Q4 2024
Added 8.46%
|
|
|
Truist Financial Corp
|
Jan 31, 2025 Q4 2024 |
50,027
shares
|
$2 Million
0.0% of portfolio
|
Q4 2024
Added 0.21%
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
Feb 04, 2025 Q4 2024 |
48,542
shares
|
$1.94 Million
0.03% of portfolio
|
Q3 2024
Reduced 2.27%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Feb 10, 2025 Q4 2024 |
47,737
shares
|
$1.91 Million
0.06% of portfolio
|
Q4 2024
Reduced 18.06%
|
|
|
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%
|
|
|
Smart Wealth LLC
Omaha, NE |
Jan 28, 2025 Q4 2024 |
43,809
shares
|
$1.75 Million
0.61% of portfolio
|
Q4 2024
Added 149.3%
|
|
|
Kestra Private Wealth Services, LLC
|
Jan 28, 2025 Q4 2024 |
43,127
shares
|
$1.73 Million
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Feb 13, 2025 Q4 2024 |
42,556
shares
|
$1.7 Million
0.0% of portfolio
|
Q4 2024
Added 76.97%
|
|
|
Castleview Partners, LLC
Dallas, TX |
Jan 21, 2025 Q4 2024 |
39,668
shares
|
$1.59 Million
1.04% of portfolio
|
Q4 2024
New holding
|
|
|
Harvest Investment Services, LLC
|
Feb 14, 2025 Q4 2024 |
38,260
shares
|
$1.53 Million
0.39% of portfolio
|
Q4 2024
New holding
|