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 |
|---|---|---|---|---|---|---|---|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-3.26K- 8.79% |
$134K - $144K
|
33.8K
$1.51M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-115K- 25.3% |
$4.73M - $5.07M
|
340K
$15.2M
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
BUY
|
- |
43.7K+ 39.28% |
$1.79M - $1.92M
|
155K
$6.93M
|
|
|
May 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-283- 3.44% |
$11.6K - $12.5K
|
7.94K
$355K
|
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-1.13K- 6.24% |
$46.2K - $49.5K
|
16.9K
$757K
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
SELL
|
- |
-227- 21.42% |
$9.32K - $10K
|
833
$37.3K
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
SELL
|
- |
-10.4K- 5.5% |
$426K - $457K
|
178K
$7.98M
|
|
|
May 01, 2025
Q1 2025
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-2.73K- 1.01% |
$112K - $120K
|
268K
$12M
|
|
|
Apr 29, 2025
Q1 2025
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-3.53K- 4.56% |
$145K - $156K
|
74K
$3.31M
|
|
|
Apr 29, 2025
Q1 2025
|
Smart Wealth LLC
Omaha, NE |
BUY
|
- |
4.54K+ 12.3% |
$186K - $200K
|
41.4K
$1.85M
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
BUY
|
- |
987+ 2.43% |
$40.5K - $43.5K
|
41.5K
$1.86M
|
|
|
Apr 29, 2025
Q1 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
12.1K+ 104.23% |
$496K - $532K
|
23.7K
$1.06M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-287K- 50.98% |
$11.8M - $12.6M
|
276K
$12.4M
|
|
|
Apr 29, 2025
Q1 2025
|
Wood Tarver Financial Group, LLC
Boise, ID |
BUY
|
- |
2.63K+ 145.17% |
$108K - $116K
|
4.44K
$199K
|
|
|
Apr 29, 2025
Q1 2025
|
Brookstone Capital Management
|
BUY
|
- |
10.3K+ 34.87% |
$423K - $454K
|
39.8K
$1.78M
|
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-3.56K- 9.75% |
$146K - $157K
|
32.9K
$1.47M
|
|
|
Apr 28, 2025
Q1 2025
|
Arbor Capital Management Inc
Anchorage, AK |
BUY
|
- |
244+ 2.59% |
$10K - $10.7K
|
9.67K
$433K
|
|
|
Apr 25, 2025
Q1 2025
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
SELL
|
- |
-600- 27.78% |
$24.6K - $26.4K
|
1.56K
$69.8K
|
|
|
Apr 25, 2025
Q1 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
2.62K+ 11.32% |
$108K - $115K
|
25.8K
$1.15M
|
|
|
Apr 24, 2025
Q1 2025
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
500+ 20.02% |
$20.5K - $22K
|
3K
$134K
|
|
|
Apr 24, 2025
Q1 2025
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
715+ 14.59% |
$29.4K - $31.5K
|
5.62K
$251K
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-685- 1.48% |
$28.1K - $30.2K
|
45.7K
$2.04M
|
|
|
Apr 22, 2025
Q1 2025
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
SELL
|
- |
-2.63K- 14.27% |
$108K - $116K
|
15.8K
$707K
|
|
|
Apr 21, 2025
Q1 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-51- 0.56% |
$2.09K - $2.25K
|
9.05K
$405K
|
|
|
Apr 17, 2025
Q1 2025
|
Insigneo Advisory Services, LLC
Miami, FL |
SELL
|
- |
-2.24K- 5.26% |
$91.9K - $98.5K
|
40.3K
$1.8M
|
|
|
Apr 17, 2025
Q1 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
9.09KNew |
$373K - $400K
|
9.09K
$407K
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
3.52K+ 9.25% |
$144K - $155K
|
41.6K
$1.86M
|
|
|
Apr 15, 2025
Q1 2025
|
Noble Wealth Management Pbc
Greenwood Village, CO |
BUY
|
- |
1KNew |
$41.1K - $44K
|
1K
$44.8K
|
|
|
Apr 14, 2025
Q1 2025
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-88- 0.1% |
$3.61K - $3.88K
|
88K
$3.94M
|
|
|
Apr 14, 2025
Q1 2025
|
Mc Carthy & Cox
Marysville, OH |
SELL
|
- |
-139K- 96.47% |
$5.72M - $6.13M
|
5.1K
$228K
|
|
|
Apr 11, 2025
Q1 2025
|
Pitti Group Wealth Management, LLC
|
SELL
|
- |
-626- 5.06% |
$25.7K - $27.6K
|
11.8K
$526K
|
|
| Q4 2024 | |||||||
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
11.6K+ 8.74% |
$482K - $503K
|
144K
$6.45M
|
|
|
May 14, 2025
Q4 2024
|
Nwf Advisory Services Inc.
Los Angeles, CA |
BUY
|
- |
5.2KNew |
$217K - $226K
|
5.2K
$233K
|
|
|
Mar 12, 2025
Q4 2024
|
Centaurus Financial, Inc.
|
BUY
|
- |
13.2KNew |
$551K - $575K
|
13.2K
$592K
|
|
|
Feb 28, 2025
Q4 2024
|
Park Square Financial Group, LLC
Roswell, GA |
BUY
|
- |
584New |
$24.3K - $25.4K
|
584
$26.1K
|
|
|
Feb 14, 2025
Q4 2024
|
Le Clair Wealth Partners LLC
Dublin, OH |
BUY
|
- |
285KNew |
$11.9M - $12.4M
|
285K
$12.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Topsail Wealth Management, LLC
Charlotte, NC |
BUY
|
- |
200New |
$8.33K - $8.69K
|
200
$8.95K
|
|
|
Feb 14, 2025
Q4 2024
|
Fortress Private Ledger, LLC
Raleigh, NC |
BUY
|
- |
4.98KNew |
$207K - $216K
|
4.98K
$223K
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
SELL
|
- |
-3.91K- 84.09% |
$163K - $170K
|
740
$33.1K
|
|
|
Feb 14, 2025
Q4 2024
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-815- 9.74% |
$34K - $35.4K
|
7.56K
$338K
|
|
|
Feb 14, 2025
Q4 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
11.2K+ 66.08% |
$466K - $487K
|
28.1K
$1.26M
|
|
|
Feb 13, 2025
Q4 2024
|
Hanlon Investment Management, Inc.
|
BUY
|
- |
9.31KNew |
$388K - $405K
|
9.31K
$417K
|
|
|
Feb 13, 2025
Q4 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
320+ 13.56% |
$13.3K - $13.9K
|
2.68K
$120K
|
|
|
Feb 13, 2025
Q4 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
1.45KNew |
$60.5K - $63.1K
|
1.45K
$65K
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1.24KNew |
$51.5K - $53.7K
|
1.24K
$55.3K
|
|
|
Feb 12, 2025
Q4 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
5.95KNew |
$248K - $259K
|
5.95K
$266K
|
|
|
Feb 10, 2025
Q4 2024
|
Img Wealth Management, Inc.
Jacksonville, FL |
BUY
|
- |
264New |
$11K - $11.5K
|
264
$11.8K
|
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
9.82KNew |
$409K - $427K
|
9.82K
$439K
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
9.36KNew |
$390K - $407K
|
9.36K
$419K
|
|
|
Feb 06, 2025
Q4 2024
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
5.2K+ 69.97% |
$217K - $226K
|
12.6K
$565K
|
|