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 |
|---|---|---|---|---|---|
|
Holistic Planning, LLC
Nacogdoches, TX |
Apr 23, 2025 Q1 2025 |
11,777
shares
|
$452,119
0.15% of portfolio
|
Q1 2025
Added 0.43%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
May 14, 2025 Q1 2025 |
11,083
shares
|
$425,476
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
May 14, 2025 Q1 2025 |
10,971
shares
|
$421,176
0.0% of portfolio
|
Q1 2025
Reduced 15.1%
|
|
|
1776 Wealth LLC
|
May 05, 2025 Q1 2025 |
10,658
shares
|
$409,160
0.19% of portfolio
|
Q1 2024
New holding
|
|
|
Arbor Capital Management Inc
Anchorage, AK |
Apr 28, 2025 Q1 2025 |
10,428
shares
|
$400,330
0.41% of portfolio
|
Q1 2025
Added 2.61%
|
|
|
Jane Street Group, LLC
New York, NY |
May 14, 2025 Q1 2025 |
10,317
shares
|
$396,069
0.0% of portfolio
|
Q1 2025
Reduced 16.37%
|
|
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
May 15, 2025 Q1 2025 |
9,731
shares
|
$373,573
0.33% of portfolio
|
Q1 2025
New holding
|
|
|
Marshall Financial Group LLC
|
Apr 16, 2025 Q1 2025 |
8,837
shares
|
$339,252
0.08% of portfolio
|
Q3 2024
Reduced 1.26%
|
|
|
Prosperity Consulting Group, LLC
|
May 07, 2025 Q1 2025 |
8,435
shares
|
$323,819
0.03% of portfolio
|
Q4 2024
Reduced 1.04%
|
|
|
Hickory Asset Management, Inc.
Concord, OH |
Apr 16, 2025 Q1 2025 |
8,290
shares
|
$318,253
0.28% of portfolio
|
Q1 2025
Reduced 23.17%
|
|
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
Apr 22, 2025 Q1 2025 |
8,268
shares
|
$317,408
0.14% of portfolio
|
Q1 2025
Reduced 22.28%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
May 15, 2025 Q1 2025 |
7,852
shares
|
$301,438
0.0% of portfolio
|
Q1 2025
Reduced 2.51%
|
|
|
Keystone Wealth Services, LLC
|
Apr 17, 2025 Q1 2025 |
7,331
shares
|
$281,437
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Wealth Trust Asset Management, LLC
Destin, FL |
May 01, 2025 Q1 2025 |
7,296
shares
|
$280,093
0.21% of portfolio
|
Q4 2023
Reduced 9.98%
|
|
|
Buck Wealth Strategies, LLC
Denver, CO |
Apr 22, 2025 Q1 2025 |
7,148
shares
|
$274,411
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Apr 16, 2025 Q1 2025 |
7,069
shares
|
$271,378
0.0% of portfolio
|
Q1 2025
Reduced 50.21%
|
|
|
Advyzon Investment Management, LLC
Lisle, IL |
May 09, 2025 Q1 2025 |
6,734
shares
|
$258,518
0.09% of portfolio
|
Q1 2025
Added 0.75%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
6,589
shares
|
$252,951
0.0% of portfolio
|
Q1 2025
Reduced 2.49%
|
|
|
Kovack Advisors, Inc.
|
May 06, 2025 Q1 2025 |
6,539
shares
|
$251,032
0.03% of portfolio
|
Q1 2025
Reduced 7.58%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Apr 21, 2025 Q1 2025 |
6,439
shares
|
$247,193
0.0% of portfolio
|
Q1 2025
Reduced 20.91%
|
|
|
Blue Bell Private Wealth Management, LLC
|
May 05, 2025 Q1 2025 |
5,897
shares
|
$226,385
0.05% of portfolio
|
Q1 2025
Reduced 0.47%
|
|
|
Arkadios Wealth Advisors
|
May 08, 2025 Q1 2025 |
5,426
shares
|
$208,304
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Soa Wealth Advisors, Llc.
|
Apr 14, 2025 Q1 2025 |
5,364
shares
|
$205,923
0.02% of portfolio
|
Q4 2024
Added 1.44%
|
|
|
Spectrum Asset Management, Inc.
|
Apr 15, 2025 Q1 2025 |
5,260
shares
|
$201,931
0.09% of portfolio
|
Q1 2025
Reduced 11.97%
|
|
|
Strategic Asset Management, LLC
|
Nov 01, 2022 Q3 2022 |
5,236
shares
|
$201,010
0.28% of portfolio
|
Q3 2022
Added 41.06%
|