Latest Institutional Transactions on First Tr Ex Trad Fd Viii Cboe (FOCT)
This table provides information on the latest institutional transactions involving First Tr Ex Trad Fd Viii Cboe (FOCT) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
6.72KNew |
$280K - $292K
|
6.72K
$292K
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
6.69K+ 6.7% |
$279K - $291K
|
106K
$4.63M
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
12.6K+ 457.29% |
$526K - $549K
|
15.4K
$670K
|
|
|
Feb 06, 2025
Q4 2024
|
Keystone Wealth Services, LLC
|
BUY
|
- |
5K+ 49.32% |
$208K - $217K
|
15.1K
$658K
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
3.2K+ 23.52% |
$133K - $139K
|
16.8K
$731K
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
BUY
|
- |
40.3K+ 56.91% |
$1.68M - $1.75M
|
111K
$4.84M
|
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
22.1KNew |
$923K - $963K
|
22.1K
$964K
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
531KNew |
$22.1M - $23.1M
|
531K
$23.1M
|
|
|
Feb 06, 2025
Q4 2024
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
5.2K+ 69.97% |
$217K - $226K
|
12.6K
$550K
|
|
|
Feb 06, 2025
Q4 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
10.1KNew |
$422K - $440K
|
10.1K
$440K
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
BUY
|
- |
1.92KNew |
$79.9K - $83.3K
|
1.92K
$83.4K
|
|
|
Feb 05, 2025
Q4 2024
|
Schulz Wealth, Ltd.
Mansfield, TX |
BUY
|
- |
35+ 0.27% |
$1.46K - $1.52K
|
12.9K
$560K
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
109K+ 135.47% |
$4.52M - $4.72M
|
189K
$8.21M
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
10+ 0.1% |
$417 - $435
|
10.3K
$450K
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
3.49K+ 9.42% |
$145K - $152K
|
40.5K
$1.76M
|
|
|
Jan 31, 2025
Q4 2024
|
Legacy Solutions, LLC
Kennett Square, PA |
BUY
|
- |
5.24KNew |
$218K - $228K
|
5.24K
$228K
|
|
|
Jan 31, 2025
Q4 2024
|
Semus Wealth Partners LLC
Boca Raton, FL |
BUY
|
- |
9.23KNew |
$385K - $401K
|
9.23K
$402K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-1.38K- 17.98% |
$57.4K - $59.9K
|
6.29K
$274K
|
|
|
Jan 30, 2025
Q4 2024
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
156KNew |
$6.52M - $6.8M
|
156K
$6.81M
|
|
|
Jan 30, 2025
Q4 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
90KNew |
$3.75M - $3.91M
|
90K
$3.91M
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
767New |
$32K - $33.3K
|
767
$33.4K
|
|
|
Jan 29, 2025
Q4 2024
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
2.16KNew |
$90K - $93.9K
|
2.16K
$94K
|
|
|
Jan 29, 2025
Q4 2024
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
4.47K+ 55.22% |
$186K - $194K
|
12.6K
$547K
|
|
|
Jan 29, 2025
Q4 2024
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-115- 1.99% |
$4.79K - $5K
|
5.67K
$247K
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
500+ 2.85% |
$20.8K - $21.7K
|
18K
$785K
|
|
|
Jan 28, 2025
Q4 2024
|
Stephens Inc
|
BUY
|
- |
13.1K+ 28.02% |
$547K - $571K
|
60K
$2.61M
|
|
|
Jan 28, 2025
Q4 2024
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-805- 0.91% |
$33.5K - $35K
|
88.1K
$3.84M
|
|
|
Jan 28, 2025
Q4 2024
|
Smart Wealth LLC
Omaha, NE |
BUY
|
- |
22.3K+ 153.42% |
$930K - $970K
|
36.9K
$1.6M
|
|
|
Jan 28, 2025
Q4 2024
|
Archer Investment Corp
|
SELL
|
- |
-750- 7.66% |
$31.2K - $32.6K
|
9.04K
$393K
|
|
|
Jan 27, 2025
Q4 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
271KNew |
$11.3M - $11.8M
|
271K
$11.8M
|
|
|
Jan 24, 2025
Q4 2024
|
Financial Life Planners
Tempe, AZ |
BUY
|
- |
8.25KNew |
$344K - $359K
|
8.25K
$359K
|
|
|
Jan 23, 2025
Q4 2024
|
New Wave Wealth Advisors LLC
Springdale, AR |
BUY
|
- |
9.4KNew |
$392K - $409K
|
9.4K
$409K
|
|
|
Jan 23, 2025
Q4 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-1- 0.16% |
$41.7 - $43.5
|
629
$27.4K
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-175- 1.49% |
$7.29K - $7.61K
|
11.6K
$505K
|
|
|
Jan 22, 2025
Q4 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
9.1KNew |
$379K - $395K
|
9.1K
$396K
|
|
|
Jan 22, 2025
Q4 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-8.6K- 99.88% |
$358K - $374K
|
10
$435
|
|
|
Jan 22, 2025
Q4 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-35- 0.1% |
$1.46K - $1.52K
|
36.8K
$1.6M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
31.2K+ 458.14% |
$1.3M - $1.36M
|
38K
$1.66M
|
|
|
Jan 17, 2025
Q4 2024
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-577- 5.22% |
$24K - $25.1K
|
10.5K
$456K
|
|
|
Jan 16, 2025
Q4 2024
|
Mc Carthy & Cox
Marysville, OH |
BUY
|
- |
7.16K+ 5.22% |
$298K - $311K
|
144K
$6.28M
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
6.44K+ 38.55% |
$268K - $280K
|
23.2K
$1.01M
|
|
|
Jan 13, 2025
Q4 2024
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
2K+ 5.1% |
$83.2K - $86.9K
|
41.2K
$1.79M
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
BUY
|
- |
727+ 2.52% |
$30.3K - $31.6K
|
29.5K
$1.29M
|
|
|
Jan 07, 2025
Q4 2024
|
Range Financial Group LLC
|
BUY
|
- |
5.48KNew |
$228K - $238K
|
5.48K
$239K
|
|
| Q3 2024 | |||||||
|
Dec 26, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
8.64K+ 122.65% |
$352K - $366K
|
15.7K
$683K
|
|
|
Nov 15, 2024
Q3 2024
|
Barclays PLC
London, X0 |
BUY
|
- |
1.05KNew |
$42.8K - $44.6K
|
1.05K
$45.8K
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-6- 0.02% |
$244 - $254
|
25.9K
$1.13M
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
3.76K+ 421.52% |
$153K - $159K
|
4.65K
$202K
|
|
|
Nov 14, 2024
Q3 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-777- 4.9% |
$31.6K - $32.9K
|
15.1K
$657K
|
|
|
Nov 14, 2024
Q3 2024
|
Fsb Premier Wealth Management, Inc.
|
SELL
|
- |
-781- 3.69% |
$31.8K - $33.1K
|
20.4K
$888K
|
|