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 65 institutions that hold shares in the stock, with a total of 1.67 Million shares, which have been reported (via 13F filing form) to have a value of $64 Million.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Wealth Enhancement Advisory Services, LLC
|
Apr 15, 2024 Q1 2024 |
15,922
shares
|
$611,245
0.0% of portfolio
|
Q1 2024
Added 72.13%
|
|
Ignite Planners, LLC
|
Apr 12, 2024 Q1 2024 |
15,896
shares
|
$610,247
0.17% of portfolio
|
Q3 2023
Reduced 34.62%
|
|
Sage Capital Advisors,Llc
|
Apr 15, 2024 Q1 2024 |
15,251
shares
|
$585,485
0.17% of portfolio
|
Q1 2024
Reduced 15.16%
|
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
Apr 16, 2024 Q1 2024 |
12,907
shares
|
$495,499
0.24% of portfolio
|
Q4 2022
New holding
|
|
Ifp Advisors, Inc
|
Jan 09, 2024 Q4 2023 |
12,516
shares
|
$480,489
0.02% of portfolio
|
Q4 2023
Added 48.31%
|
|
Trek Financial, LLC
Scottsdale, AZ |
May 14, 2024 Q1 2024 |
12,104
shares
|
$464,672
0.04% of portfolio
|
Q4 2023
New holding
|
|
1776 Wealth LLC
|
May 10, 2024 Q1 2024 |
10,658
shares
|
$409,160
0.2% of portfolio
|
Q1 2024
New holding
|
|
Lpl Financial LLC
Fort Mill, SC |
May 10, 2024 Q1 2024 |
10,624
shares
|
$407,855
0.0% of portfolio
|
Q1 2024
Added 8.13%
|
|
Townsquare Capital LLC
|
May 15, 2024 Q1 2024 |
10,601
shares
|
$406,972
0.01% of portfolio
|
Q1 2024
Reduced 14.28%
|
|
Marshall Financial Group LLC
|
Apr 19, 2024 Q1 2024 |
8,980
shares
|
$344,742
0.1% of portfolio
|
Q1 2024
Added 0.07%
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
May 06, 2024 Q1 2024 |
8,878
shares
|
$340,826
0.0% of portfolio
|
Q1 2024
Reduced 5.17%
|
|
Jane Street Group, LLC
New York, NY |
May 15, 2024 Q1 2024 |
8,867
shares
|
$340,404
0.0% of portfolio
|
Q1 2024
New holding
|
|
Prosperity Consulting Group, LLC
|
May 01, 2024 Q1 2024 |
8,747
shares
|
$335,797
0.04% of portfolio
|
Q1 2024
Reduced 0.11%
|
|
Integrity Financial Corp
|
May 02, 2024 Q1 2024 |
8,620
shares
|
$330,921
0.23% of portfolio
|
Q1 2024
Reduced 29.46%
|
|
Mml Investors Services, LLC
Springfield, MA |
May 14, 2024 Q1 2024 |
8,034
shares
|
$308,425
0.0% of portfolio
|
Q1 2024
Reduced 18.53%
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
May 15, 2024 Q1 2024 |
7,499
shares
|
$287,886
0.0% of portfolio
|
Q1 2024
New holding
|
|
Arbor Capital Management Inc
Anchorage, AK |
May 13, 2024 Q1 2024 |
7,335
shares
|
$281,590
0.26% of portfolio
|
Q1 2024
Reduced 0.73%
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Apr 23, 2024 Q1 2024 |
7,297
shares
|
$280,131
0.02% of portfolio
|
Q1 2024
Reduced 12.6%
|
|
Wealth Trust Asset Management, LLC
Destin, FL |
May 03, 2024 Q1 2024 |
7,296
shares
|
$280,093
0.21% of portfolio
|
Q4 2023
Reduced 9.98%
|
|
Old Mission Capital LLC
|
May 14, 2024 Q1 2024 |
7,245
shares
|
$278,135
0.01% of portfolio
|
Q1 2024
New holding
|
|
Fsb Premier Wealth Management, Inc.
|
May 10, 2024 Q1 2024 |
6,293
shares
|
$241,588
0.11% of portfolio
|
Q3 2023
Reduced 13.57%
|
|
Presidio Capital Management, LLC
|
Apr 24, 2024 Q1 2024 |
5,931
shares
|
$227,691
0.16% of portfolio
|
Q4 2023
New holding
|
|
Blue Bell Private Wealth Management, LLC
|
Apr 24, 2024 Q1 2024 |
5,925
shares
|
$227,460
0.05% of portfolio
|
Q1 2024
Reduced 4.93%
|
|
Naviter Wealth, LLC
|
Apr 18, 2024 Q1 2024 |
5,750
shares
|
$220,742
0.04% of portfolio
|
Q4 2023
New holding
|
|
Orion Portfolio Solutions, LLC
|
May 09, 2024 Q1 2024 |
5,742
shares
|
$220,435
0.0% of portfolio
|
Q1 2024
Reduced 6.94%
|