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 |
|---|---|---|---|---|---|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
4,756
shares
|
$182,582
0.0% of portfolio
|
Q1 2025
Added 1158.2%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Apr 09, 2025 Q1 2025 |
4,737
shares
|
$181,853
0.02% of portfolio
|
Q1 2025
Added 94640.0%
|
|
|
Geneos Wealth Management Inc.
|
May 07, 2025 Q1 2025 |
3,837
shares
|
$147,302
0.0% of portfolio
|
Q1 2025
Added 200.0%
|
|
|
Copley Financial Group, Inc.
San Diego, CA |
Dec 09, 2024 Q3 2024 |
3,209
shares
|
$123,193
0.11% of portfolio
|
Q3 2024
New holding
|
|
|
Larson Financial Group LLC
|
May 02, 2025 Q1 2025 |
3,036
shares
|
$116,552
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Capital Investment Advisory Services, LLC
|
Apr 29, 2025 Q1 2025 |
2,910
shares
|
$111,714
0.01% of portfolio
|
Q4 2024
Added 18.78%
|
|
|
Mtm Investment Management, LLC
Spartanburg, SC |
May 01, 2025 Q1 2025 |
2,120
shares
|
$81,386
0.03% of portfolio
|
Q4 2024
Added 92.73%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
May 14, 2025 Q1 2025 |
1,939
shares
|
$74,438
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Dhjj Financial Advisors, Ltd.
|
Apr 18, 2025 Q1 2025 |
1,730
shares
|
$66,414
0.03% of portfolio
|
Q4 2024
Reduced 44.37%
|
|
|
Barclays PLC
London, X0 |
May 15, 2025 Q1 2025 |
1,721
shares
|
$66,069
0.0% of portfolio
|
Q1 2025
Reduced 53.97%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Apr 24, 2025 Q1 2025 |
1,530
shares
|
$58,736
0.01% of portfolio
|
Q4 2024
Reduced 56.47%
|
|
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
Jan 21, 2025 Q4 2024 |
1,520
shares
|
$58,352
0.03% of portfolio
|
Q4 2024
Added 223.4%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2025 Q1 2025 |
1,435
shares
|
$55,089
0.0% of portfolio
|
Q1 2025
Reduced 18.47%
|
|
|
Creative Financial Designs Inc
|
Apr 23, 2025 Q1 2025 |
1,293
shares
|
$49,638
0.0% of portfolio
|
Q1 2025
Reduced 2.49%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
May 09, 2025 Q1 2025 |
1,134
shares
|
$43,534
0.0% of portfolio
|
Q1 2025
Reduced 0.09%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Apr 30, 2025 Q1 2025 |
700
shares
|
$26,873
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Fsc Wealth Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
563
shares
|
$21,613
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
May 14, 2025 Q1 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q1 2025
Closed
|