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 |
|---|---|---|---|---|---|
|
Wood Tarver Financial Group, LLC
Boise, ID |
Apr 29, 2025 Q1 2025 |
39,957
shares
|
$1.53 Million
0.59% of portfolio
|
Q1 2025
Added 20.05%
|
|
|
Founders Financial Securities LLC
|
May 12, 2025 Q1 2025 |
37,112
shares
|
$1.42 Million
0.13% of portfolio
|
Q1 2025
Added 136.2%
|
|
|
Smart Wealth LLC
Omaha, NE |
Apr 29, 2025 Q1 2025 |
35,364
shares
|
$1.36 Million
0.49% of portfolio
|
Q1 2025
Reduced 19.28%
|
|
|
Castleview Partners, LLC
Dallas, TX |
Apr 21, 2025 Q1 2025 |
35,138
shares
|
$1.35 Million
1.22% of portfolio
|
Q1 2025
Reduced 11.42%
|
|
|
Harvest Investment Services, LLC
|
May 15, 2025 Q1 2025 |
35,056
shares
|
$1.35 Million
0.42% of portfolio
|
Q1 2025
Reduced 8.37%
|
|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
31,265
shares
|
$1.2 Million
0.0% of portfolio
|
Q1 2025
Reduced 42.12%
|
|
|
Brookstone Capital Management
|
Apr 29, 2025 Q1 2025 |
29,040
shares
|
$1.11 Million
0.02% of portfolio
|
Q4 2024
Reduced 1.72%
|
|
|
1 St Source Bank
|
May 05, 2025 Q1 2025 |
27,457
shares
|
$1.05 Million
0.06% of portfolio
|
Q1 2025
Reduced 0.78%
|
|
|
Spire Wealth Management
|
Apr 23, 2025 Q1 2025 |
26,134
shares
|
$1 Million
0.03% of portfolio
|
Q1 2025
Reduced 10.98%
|
|
|
Beacon Financial Group
|
Apr 10, 2025 Q1 2025 |
26,036
shares
|
$999,522
0.11% of portfolio
|
Q4 2024
Added 38.28%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
25,143
shares
|
$965,239
0.0% of portfolio
|
Q3 2024
Added 15.05%
|
|
|
Clear Creek Financial Management, LLC
|
Apr 25, 2025 Q1 2025 |
24,898
shares
|
$955,834
0.11% of portfolio
|
Q1 2025
Reduced 4.21%
|
|
|
Mc Kinley Carter Wealth Services, Inc.
|
Apr 15, 2025 Q1 2025 |
24,416
shares
|
$937,330
0.06% of portfolio
|
Q4 2024
Added 2.3%
|
|
|
Icon Wealth Partners, LLC
|
Nov 14, 2023 Q3 2023 |
23,617
shares
|
$906,656
0.09% of portfolio
|
Q3 2023
Reduced 0.12%
|
|
|
Ae Wealth Management LLC
|
May 06, 2025 Q1 2025 |
22,982
shares
|
$882,278
0.01% of portfolio
|
Q1 2025
Reduced 23.72%
|
|
|
Ignite Planners, LLC
|
May 05, 2025 Q1 2025 |
22,691
shares
|
$871,107
0.18% of portfolio
|
Q1 2025
Reduced 32.38%
|
|
|
Icon Wealth Advisors, LLC
Houston, TX |
May 15, 2025 Q1 2025 |
20,685
shares
|
$794,097
0.07% of portfolio
|
Q1 2025
Reduced 2.15%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Apr 22, 2025 Q1 2025 |
20,000
shares
|
$767,800
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Integrity Financial Corp
|
May 12, 2025 Q1 2025 |
17,388
shares
|
$667,525
0.4% of portfolio
|
Q1 2025
Reduced 2.84%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Feb 25, 2025 Q4 2024 |
17,118
shares
|
$657,160
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
15,375
shares
|
$590,246
0.0% of portfolio
|
Q1 2025
Added 75.67%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
15,232
shares
|
$584,756
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Apr 14, 2025 Q1 2025 |
14,410
shares
|
$553,199
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Ifp Advisors, Inc
|
May 05, 2025 Q1 2025 |
13,153
shares
|
$504,943
0.02% of portfolio
|
Q4 2024
Added 5.09%
|
|
|
Old Mission Capital LLC
|
May 15, 2025 Q1 2025 |
11,843
shares
|
$454,652
0.0% of portfolio
|
Q1 2025
New holding
|