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 59 institutions that hold shares in the stock, with a total of 1.36 Million shares, which have been reported (via 13F filing form) to have a value of $53.8 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
Oct 15, 2024 Q3 2024 |
12,907
shares
|
$509,181
0.22% of portfolio
|
Q4 2022
New holding
|
|
|
Ifp Advisors, Inc
|
Jul 30, 2024 Q2 2024 |
12,516
shares
|
$493,756
0.02% of portfolio
|
Q4 2023
Added 48.31%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
12,403
shares
|
$489,298
0.0% of portfolio
|
Q3 2024
Reduced 16.14%
|
|
|
Townsquare Capital LLC
|
Nov 13, 2024 Q3 2024 |
10,924
shares
|
$430,951
0.01% of portfolio
|
Q3 2024
Reduced 0.23%
|
|
|
1776 Wealth LLC
|
Nov 06, 2024 Q3 2024 |
10,658
shares
|
$420,458
0.2% of portfolio
|
Q1 2024
New holding
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Nov 14, 2024 Q3 2024 |
9,433
shares
|
$372,131
0.0% of portfolio
|
Q3 2024
Added 3.21%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
8,957
shares
|
$353,353
0.0% of portfolio
|
Q3 2024
Reduced 13.53%
|
|
|
Marshall Financial Group LLC
|
Oct 16, 2024 Q3 2024 |
8,837
shares
|
$348,619
0.08% of portfolio
|
Q3 2024
Reduced 1.26%
|
|
|
Prosperity Consulting Group, LLC
|
Oct 15, 2024 Q3 2024 |
8,524
shares
|
$336,271
0.03% of portfolio
|
Q3 2024
Added 8.77%
|
|
|
Founders Financial Securities LLC
|
Nov 12, 2024 Q3 2024 |
8,131
shares
|
$320,767
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 15, 2024 Q3 2024 |
8,131
shares
|
$320,767
0.0% of portfolio
|
Q2 2024
Added 1.21%
|
|
|
Integrity Financial Corp
|
Oct 21, 2024 Q3 2024 |
7,618
shares
|
$300,530
0.18% of portfolio
|
Q3 2024
Reduced 10.13%
|
|
|
Orion Portfolio Solutions, LLC
|
Nov 15, 2024 Q3 2024 |
7,445
shares
|
$293,705
0.0% of portfolio
|
Q3 2024
Added 29.93%
|
|
|
Arbor Capital Management Inc
Anchorage, AK |
Nov 04, 2024 Q3 2024 |
7,305
shares
|
$288,182
0.28% of portfolio
|
Q3 2024
Reduced 0.41%
|
|
|
Wealth Trust Asset Management, LLC
Destin, FL |
Nov 12, 2024 Q3 2024 |
7,296
shares
|
$287,827
0.21% of portfolio
|
Q4 2023
Reduced 9.98%
|
|
|
Cwm, LLC
|
Oct 08, 2024 Q3 2024 |
7,286
shares
|
$287,432
0.0% of portfolio
|
Q3 2024
Added 61.59%
|
|
|
Blue Bell Private Wealth Management, LLC
|
Oct 28, 2024 Q3 2024 |
5,925
shares
|
$233,741
0.05% of portfolio
|
Q1 2024
Reduced 4.93%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Oct 25, 2024 Q3 2024 |
5,797
shares
|
$228,691
0.02% of portfolio
|
Q3 2024
Reduced 20.56%
|
|
|
Clear Creek Financial Management, LLC
|
Oct 29, 2024 Q3 2024 |
5,305
shares
|
$209,282
0.02% of portfolio
|
Q3 2024
Reduced 34.88%
|
|
|
Soa Wealth Advisors, Llc.
|
Nov 20, 2024 Q3 2024 |
5,288
shares
|
$208,611
0.04% of portfolio
|
Q4 2022
New holding
|
|
|
Strategic Asset Management, LLC
|
Nov 01, 2022 Q3 2022 |
5,236
shares
|
$206,560
0.28% of portfolio
|
Q3 2022
Added 41.06%
|
|
|
Barclays PLC
London, X0 |
Nov 19, 2024 Q3 2024 |
5,132
shares
|
$202,457
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
4,342
shares
|
$171,291
0.0% of portfolio
|
Q3 2024
Added 143.25%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Oct 15, 2024 Q3 2024 |
3,577
shares
|
$141,112
0.01% of portfolio
|
Q3 2024
Reduced 3.43%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Nov 18, 2024 Q3 2024 |
3,515
shares
|
$138,666
0.01% of portfolio
|
Q3 2024
Added 129.74%
|