Latest Institutional Purchases of First Tr Ex Trad Fd Viii Cboe (FOCT)
This list provides information on the latest institutional transactions involving First Tr Ex Trad Fd Viii Cboe (FOCT) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
531KNew |
$22.1M - $23.1M
|
531K
$22.7M
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
491K+ 684.18% |
$20.5M - $21.3M
|
563K
$24M
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
379K+ 497.78% |
$15.8M - $16.5M
|
455K
$19.4M
|
|
Feb 14, 2025
Q4 2024
|
Le Clair Wealth Partners LLC
Dublin, OH |
BUY
|
- |
285KNew |
$11.9M - $12.4M
|
285K
$12.2M
|
|
Jan 27, 2025
Q4 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
271KNew |
$11.3M - $11.8M
|
271K
$11.6M
|
|
Feb 13, 2025
Q4 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
174K+ 2915.51% |
$7.27M - $7.58M
|
180K
$7.7M
|
|
Jan 30, 2025
Q4 2024
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
156KNew |
$6.52M - $6.8M
|
156K
$6.68M
|
|
Feb 25, 2025
Q4 2024
|
Armis Advisers, LLC
Atlanta, GA |
BUY
|
- |
123KNew |
$5.14M - $5.37M
|
123K
$5.27M
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
109K+ 135.47% |
$4.52M - $4.72M
|
189K
$8.06M
|
|
Jan 30, 2025
Q4 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
90KNew |
$3.75M - $3.91M
|
90K
$3.84M
|
|
Feb 14, 2025
Q4 2024
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
77.5KNew |
$3.23M - $3.37M
|
77.5K
$3.31M
|
|
Feb 14, 2025
Q4 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
66.3K+ 498.12% |
$2.76M - $2.88M
|
79.7K
$3.4M
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
59.9K+ 58.5% |
$2.5M - $2.6M
|
162K
$6.93M
|
|
Feb 13, 2025
Q4 2024
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
42.5KNew |
$1.77M - $1.85M
|
42.5K
$1.82M
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
BUY
|
- |
40.3K+ 56.91% |
$1.68M - $1.75M
|
111K
$4.75M
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
38.7K+ 149.51% |
$1.61M - $1.68M
|
64.6K
$2.76M
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
37.5K+ 60.4% |
$1.56M - $1.63M
|
99.6K
$4.25M
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
31.2K+ 458.14% |
$1.3M - $1.36M
|
38K
$1.62M
|
|
Feb 14, 2025
Q4 2024
|
Harvest Investment Services, LLC
|
BUY
|
- |
26.7KNew |
$1.11M - $1.16M
|
26.7K
$1.14M
|
|
Jan 28, 2025
Q4 2024
|
Smart Wealth LLC
Omaha, NE |
BUY
|
- |
22.3K+ 153.42% |
$930K - $970K
|
36.9K
$1.57M
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
22.1KNew |
$923K - $963K
|
22.1K
$946K
|
|
Feb 13, 2025
Q4 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
18.5K+ 122.64% |
$771K - $805K
|
33.6K
$1.44M
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
16K+ 28.29% |
$665K - $694K
|
72.4K
$3.09M
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
15.7K+ 51.17% |
$654K - $682K
|
46.3K
$1.98M
|
|
Jan 28, 2025
Q4 2024
|
Stephens Inc
|
BUY
|
- |
13.1K+ 28.02% |
$547K - $571K
|
60K
$2.56M
|
|
Feb 12, 2025
Q4 2024
|
Old Mission Capital LLC
|
BUY
|
- |
13KNew |
$541K - $564K
|
13K
$554K
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
12.6K+ 457.29% |
$526K - $549K
|
15.4K
$658K
|
|
Feb 13, 2025
Q4 2024
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
12KNew |
$502K - $523K
|
12K
$514K
|
|
Feb 14, 2025
Q4 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
11.2K+ 66.08% |
$466K - $487K
|
28.1K
$1.2M
|
|
Feb 13, 2025
Q4 2024
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
11.2KNew |
$466K - $486K
|
11.2K
$477K
|
|
Feb 06, 2025
Q4 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
10.1KNew |
$422K - $440K
|
10.1K
$432K
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
9.82KNew |
$409K - $427K
|
9.82K
$419K
|
|
Jan 23, 2025
Q4 2024
|
New Wave Wealth Advisors LLC
Springdale, AR |
BUY
|
- |
9.4KNew |
$392K - $409K
|
9.4K
$401K
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
9.36KNew |
$390K - $407K
|
9.36K
$400K
|
|
Feb 13, 2025
Q4 2024
|
Hanlon Investment Management, Inc.
|
BUY
|
- |
9.31KNew |
$388K - $405K
|
9.31K
$398K
|
|
Jan 31, 2025
Q4 2024
|
Semus Wealth Partners LLC
Boca Raton, FL |
BUY
|
- |
9.23KNew |
$385K - $401K
|
9.23K
$394K
|
|
Jan 22, 2025
Q4 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
9.1KNew |
$379K - $395K
|
9.1K
$388K
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
8.66K+ 16.27% |
$361K - $376K
|
61.9K
$2.64M
|
|
Jan 24, 2025
Q4 2024
|
Financial Life Planners
Tempe, AZ |
BUY
|
- |
8.25KNew |
$344K - $359K
|
8.25K
$352K
|
|
Jan 16, 2025
Q4 2024
|
Mc Carthy & Cox
Marysville, OH |
BUY
|
- |
7.16K+ 5.22% |
$298K - $311K
|
144K
$6.17M
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
6.72KNew |
$280K - $292K
|
6.72K
$287K
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
6.69K+ 6.7% |
$279K - $291K
|
106K
$4.55M
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
6.44K+ 38.55% |
$268K - $280K
|
23.2K
$989K
|
|
Feb 12, 2025
Q4 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
5.95KNew |
$248K - $259K
|
5.95K
$254K
|
|
Jan 07, 2025
Q4 2024
|
Range Financial Group LLC
|
BUY
|
- |
5.48KNew |
$228K - $238K
|
5.48K
$234K
|
|
Feb 13, 2025
Q4 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
5.42KNew |
$226K - $235K
|
5.42K
$231K
|
|
Jan 31, 2025
Q4 2024
|
Legacy Solutions, LLC
Kennett Square, PA |
BUY
|
- |
5.24KNew |
$218K - $228K
|
5.24K
$224K
|
|
Feb 06, 2025
Q4 2024
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
5.2K+ 69.97% |
$217K - $226K
|
12.6K
$540K
|
|
Feb 10, 2025
Q4 2024
|
Founders Financial Securities LLC
|
BUY
|
- |
5K+ 61.69% |
$208K - $218K
|
13.1K
$560K
|
|
Feb 06, 2025
Q4 2024
|
Keystone Wealth Services, LLC
|
BUY
|
- |
5K+ 49.32% |
$208K - $217K
|
15.1K
$646K
|