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 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
22.1KNew |
$923K - $963K
|
22.1K
$991K
|
|
|
Feb 05, 2025
Q4 2024
|
Schulz Wealth, Ltd.
Mansfield, TX |
BUY
|
- |
35+ 0.27% |
$1.46K - $1.52K
|
12.9K
$576K
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
BUY
|
- |
1.92KNew |
$79.9K - $83.3K
|
1.92K
$85.8K
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
10+ 0.1% |
$417 - $435
|
10.3K
$462K
|
|
|
Jan 31, 2025
Q4 2024
|
Legacy Solutions, LLC
Kennett Square, PA |
BUY
|
- |
5.24KNew |
$218K - $228K
|
5.24K
$235K
|
|
|
Jan 31, 2025
Q4 2024
|
Semus Wealth Partners LLC
Boca Raton, FL |
BUY
|
- |
9.23KNew |
$385K - $401K
|
9.23K
$413K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-1.38K- 17.98% |
$57.4K - $59.9K
|
6.29K
$282K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
767New |
$32K - $33.3K
|
767
$34.3K
|
|
|
Jan 30, 2025
Q4 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
90KNew |
$3.75M - $3.91M
|
90K
$4.03M
|
|
|
Jan 30, 2025
Q4 2024
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
156KNew |
$6.52M - $6.8M
|
156K
$7M
|
|
|
Jan 29, 2025
Q4 2024
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-115- 1.99% |
$4.79K - $5K
|
5.67K
$254K
|
|
|
Jan 28, 2025
Q4 2024
|
Archer Investment Corp
|
SELL
|
- |
-750- 7.66% |
$31.2K - $32.6K
|
9.04K
$404K
|
|
|
Jan 28, 2025
Q4 2024
|
Stephens Inc
|
BUY
|
- |
13.1K+ 28.02% |
$547K - $571K
|
60K
$2.69M
|
|
|
Jan 24, 2025
Q4 2024
|
Financial Life Planners
Tempe, AZ |
BUY
|
- |
8.25KNew |
$344K - $359K
|
8.25K
$369K
|
|
|
Jan 23, 2025
Q4 2024
|
New Wave Wealth Advisors LLC
Springdale, AR |
BUY
|
- |
9.4KNew |
$392K - $409K
|
9.4K
$421K
|
|
|
Jan 23, 2025
Q4 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-1- 0.16% |
$41.7 - $43.5
|
629
$28.2K
|
|
|
Jan 22, 2025
Q4 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-35- 0.1% |
$1.46K - $1.52K
|
36.8K
$1.65M
|
|
|
Jan 17, 2025
Q4 2024
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-577- 5.22% |
$24K - $25.1K
|
10.5K
$469K
|
|
|
Jan 07, 2025
Q4 2024
|
Range Financial Group LLC
|
BUY
|
- |
5.48KNew |
$228K - $238K
|
5.48K
$245K
|
|
| Q3 2024 | |||||||
|
Nov 14, 2024
Q3 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-1.1K- 13.99% |
$44.8K - $46.6K
|
6.76K
$303K
|
|
|
Nov 13, 2024
Q3 2024
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
137New |
$5.57K - $5.8K
|
137
$6.13K
|
|
|
Nov 05, 2024
Q3 2024
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-4.73K- 41.23% |
$192K - $200K
|
6.74K
$302K
|
|
|
Oct 25, 2024
Q3 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
7.24KNew |
$295K - $306K
|
7.24K
$324K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-2.42K- 3.24% |
$98.4K - $102K
|
72.3K
$3.24M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
250+ 0.19% |
$10.2K - $10.6K
|
132K
$5.9M
|
|
|
Oct 15, 2024
Q3 2024
|
E Rn Financial, LLC
|
SELL
|
- |
-6.85K- 9.36% |
$279K - $290K
|
66.4K
$2.97M
|
|
| Q2 2024 | |||||||
|
Aug 19, 2024
Q2 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
6.5KNew |
$259K - $270K
|
6.5K
$291K
|
|
|
Aug 08, 2024
Q2 2024
|
Meridian Wealth Management, LLC
|
BUY
|
- |
7.98KNew |
$319K - $332K
|
7.98K
$357K
|
|
|
Aug 01, 2024
Q2 2024
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
156KNew |
$6.24M - $6.5M
|
156K
$7M
|
|
|
Jul 25, 2024
Q2 2024
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
6.36KNew |
$254K - $264K
|
6.36K
$285K
|
|
|
Jul 12, 2024
Q2 2024
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-1.79K- 4.85% |
$71.3K - $74.2K
|
35.1K
$1.57M
|
|
|
Jul 09, 2024
Q2 2024
|
Sage Capital Advisors,Llc
|
SELL
|
- |
-569- 4.87% |
$22.7K - $23.6K
|
11.1K
$498K
|
|
| Q1 2024 | |||||||
|
Oct 17, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
146New |
$5.63K - $5.92K
|
146
$6.53K
|
|
|
Jul 03, 2024
Q1 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
6.73KNew |
$260K - $273K
|
6.73K
$301K
|
|
|
May 15, 2024
Q1 2024
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
8.18KNew |
$315K - $332K
|
8.18K
$366K
|
|
|
May 14, 2024
Q1 2024
|
Sequent Planning LLC
Omaha, NE |
BUY
|
- |
7.68KNew |
$296K - $312K
|
7.68K
$344K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
19.1K+ 49.28% |
$735K - $773K
|
57.7K
$2.58M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-9.95K- 13.31% |
$384K - $404K
|
64.8K
$2.9M
|
|
|
May 07, 2024
Q1 2024
|
Beacon Financial Group
|
SELL
|
- |
-4.69K- 32.38% |
$181K - $190K
|
9.79K
$438K
|
|
|
Apr 17, 2024
Q1 2024
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
SELL
|
- |
-3.02K- 29.12% |
$116K - $123K
|
7.35K
$329K
|
|
|
Apr 12, 2024
Q1 2024
|
Financial Designs Corp
Claremont, CA |
SELL
|
- |
-1.34K- 0.44% |
$51.8K - $54.5K
|
301K
$13.5M
|
|
| Q4 2023 | |||||||
|
May 15, 2024
Q4 2023
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
2.19KNew |
$77.3K - $85.1K
|
2.19K
$97.9K
|
|
|
Feb 14, 2024
Q4 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
100New |
$3.54K - $3.89K
|
100
$4.48K
|
|
|
Feb 14, 2024
Q4 2023
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
404New |
$14.3K - $15.7K
|
404
$18.1K
|
|
|
Feb 13, 2024
Q4 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
13.8KNew |
$487K - $536K
|
13.8K
$617K
|
|
|
Feb 08, 2024
Q4 2023
|
Wealth Trust Asset Management, LLC
Destin, FL |
SELL
|
- |
-765- 9.97% |
$27K - $29.8K
|
6.91K
$309K
|
|
|
Feb 06, 2024
Q4 2023
|
Ifrah Financial Services, Inc.
|
BUY
|
- |
10.2KNew |
$361K - $398K
|
10.2K
$458K
|
|
|
Jan 25, 2024
Q4 2023
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
430KNew |
$15.2M - $16.7M
|
430K
$19.3M
|
|
|
Jan 23, 2024
Q4 2023
|
Beacon Financial Advisory LLC
|
BUY
|
- |
5.5KNew |
$194K - $214K
|
5.5K
$246K
|
|
|
Jan 18, 2024
Q4 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
1.36K+ 8.51% |
$48.2K - $53K
|
17.4K
$778K
|
|