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 |
---|---|---|---|---|---|
Sequent Planning LLC
Omaha, NE |
May 14, 2024 Q1 2024 |
5,513
shares
|
$211,644
0.08% of portfolio
|
Q1 2024
New holding
|
|
Soa Wealth Advisors, Llc.
|
Apr 10, 2024 Q1 2024 |
5,288
shares
|
$203,006
0.04% of portfolio
|
Q4 2022
New holding
|
|
Strategic Asset Management, LLC
|
Nov 01, 2022 Q3 2022 |
5,236
shares
|
$201,010
0.28% of portfolio
|
Q3 2022
Added 41.06%
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2024 Q1 2024 |
4,930
shares
|
$189,262
0.0% of portfolio
|
Q1 2024
Reduced 48.11%
|
|
Nbc Securities, Inc.
Birmingham, AL |
Apr 05, 2024 Q1 2024 |
4,214
shares
|
$161,775
0.01% of portfolio
|
Q4 2023
Reduced 33.35%
|
|
Dhjj Financial Advisors, Ltd.
|
Apr 11, 2024 Q1 2024 |
3,690
shares
|
$141,659
0.07% of portfolio
|
Q4 2023
Reduced 11.38%
|
|
Sunbelt Securities, Inc.
Houston, TX |
Apr 15, 2024 Q1 2024 |
3,515
shares
|
$134,940
0.02% of portfolio
|
Q4 2023
Added 14.98%
|
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
Apr 23, 2024 Q1 2024 |
3,254
shares
|
$124,921
0.07% of portfolio
|
Q4 2023
New holding
|
|
Capital Investment Advisory Services, LLC
|
Apr 25, 2024 Q1 2024 |
2,450
shares
|
$94,055
0.01% of portfolio
|
Q4 2022
New holding
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Apr 30, 2024 Q1 2024 |
1,701
shares
|
$65,301
0.0% of portfolio
|
Q4 2022
New holding
|
|
Ubs Group Ag
|
May 13, 2024 Q1 2024 |
1,119
shares
|
$42,958
0.0% of portfolio
|
Q1 2024
New holding
|
|
Mtm Investment Management, LLC
Spartanburg, SC |
Apr 25, 2024 Q1 2024 |
1,100
shares
|
$42,229
0.02% of portfolio
|
Q4 2023
Reduced 47.62%
|
|
Creative Financial Designs Inc
|
May 01, 2024 Q1 2024 |
943
shares
|
$36,201
0.0% of portfolio
|
Q4 2023
New holding
|
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
Apr 18, 2024 Q1 2024 |
470
shares
|
$18,043
0.01% of portfolio
|
Q4 2023
Added 135.0%
|
|
Sound Income Strategies, LLC
|
Apr 15, 2024 Q1 2024 |
180
shares
|
$6,910
0.0% of portfolio
|
Q1 2021
New holding
|