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 |
|---|---|---|---|---|---|---|---|
|
Apr 24, 2025
Q1 2025
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
715+ 14.59% |
$29.4K - $31.5K
|
5.62K
$264K
|
|
|
May 13, 2025
Q1 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
430+ 7.94% |
$17.7K - $18.9K
|
5.85K
$275K
|
|
|
May 14, 2025
Q1 2025
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
292New |
$12K - $12.9K
|
292
$13.7K
|
|
|
May 12, 2025
Q1 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
240+ 1.99% |
$9.85K - $10.6K
|
12.3K
$577K
|
|
| Q4 2024 | |||||||
|
Feb 14, 2025
Q4 2024
|
Le Clair Wealth Partners LLC
Dublin, OH |
BUY
|
- |
285KNew |
$11.9M - $12.4M
|
285K
$13.4M
|
|
|
Jan 30, 2025
Q4 2024
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
156KNew |
$6.52M - $6.8M
|
156K
$7.35M
|
|
|
Jan 30, 2025
Q4 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
90KNew |
$3.75M - $3.91M
|
90K
$4.23M
|
|
|
Feb 14, 2025
Q4 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
11.2K+ 66.08% |
$466K - $487K
|
28.1K
$1.32M
|
|
|
Jan 23, 2025
Q4 2024
|
New Wave Wealth Advisors LLC
Springdale, AR |
BUY
|
- |
9.4KNew |
$392K - $409K
|
9.4K
$442K
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
9.36KNew |
$390K - $407K
|
9.36K
$439K
|
|
|
Jan 31, 2025
Q4 2024
|
Semus Wealth Partners LLC
Boca Raton, FL |
BUY
|
- |
9.23KNew |
$385K - $401K
|
9.23K
$434K
|
|
|
Jan 24, 2025
Q4 2024
|
Financial Life Planners
Tempe, AZ |
BUY
|
- |
8.25KNew |
$344K - $359K
|
8.25K
$387K
|
|
|
Feb 12, 2025
Q4 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
5.95KNew |
$248K - $259K
|
5.95K
$279K
|
|
|
Jan 07, 2025
Q4 2024
|
Range Financial Group LLC
|
BUY
|
- |
5.48KNew |
$228K - $238K
|
5.48K
$258K
|
|
|
Jan 31, 2025
Q4 2024
|
Legacy Solutions, LLC
Kennett Square, PA |
BUY
|
- |
5.24KNew |
$218K - $228K
|
5.24K
$246K
|
|
|
Feb 14, 2025
Q4 2024
|
Fortress Private Ledger, LLC
Raleigh, NC |
BUY
|
- |
4.98KNew |
$207K - $216K
|
4.98K
$234K
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
BUY
|
- |
1.92KNew |
$79.9K - $83.3K
|
1.92K
$90K
|
|
|
Feb 13, 2025
Q4 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
1.45KNew |
$60.5K - $63.1K
|
1.45K
$68.2K
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1.24KNew |
$51.5K - $53.7K
|
1.24K
$58K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
767New |
$32K - $33.3K
|
767
$36K
|
|
|
Feb 28, 2025
Q4 2024
|
Park Square Financial Group, LLC
Roswell, GA |
BUY
|
- |
584New |
$24.3K - $25.4K
|
584
$27.4K
|
|
|
Feb 13, 2025
Q4 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
320+ 13.56% |
$13.3K - $13.9K
|
2.68K
$126K
|
|
|
Feb 10, 2025
Q4 2024
|
Img Wealth Management, Inc.
Jacksonville, FL |
BUY
|
- |
264New |
$11K - $11.5K
|
264
$12.4K
|
|
|
Feb 14, 2025
Q4 2024
|
Topsail Wealth Management, LLC
Charlotte, NC |
BUY
|
- |
200New |
$8.33K - $8.69K
|
200
$9.39K
|
|
|
Feb 05, 2025
Q4 2024
|
Schulz Wealth, Ltd.
Mansfield, TX |
BUY
|
- |
35+ 0.27% |
$1.46K - $1.52K
|
12.9K
$605K
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
10+ 0.1% |
$417 - $435
|
10.3K
$485K
|
|
| Q3 2024 | |||||||
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
250+ 0.19% |
$10.2K - $10.6K
|
132K
$6.19M
|
|
|
Nov 13, 2024
Q3 2024
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
137New |
$5.57K - $5.8K
|
137
$6.43K
|
|
| Q2 2024 | |||||||
|
Aug 01, 2024
Q2 2024
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
156KNew |
$6.24M - $6.5M
|
156K
$7.34M
|
|
|
Aug 08, 2024
Q2 2024
|
Meridian Wealth Management, LLC
|
BUY
|
- |
7.98KNew |
$319K - $332K
|
7.98K
$375K
|
|
|
Aug 19, 2024
Q2 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
6.5KNew |
$259K - $270K
|
6.5K
$305K
|
|
|
Jul 25, 2024
Q2 2024
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
6.36KNew |
$254K - $264K
|
6.36K
$299K
|
|
|
Aug 13, 2025
Q2 2024
|
Stone X Group Inc.
|
BUY
|
- |
5.32KNew |
$212K - $221K
|
5.32K
$250K
|
|
| Q1 2024 | |||||||
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
19.1K+ 49.28% |
$735K - $773K
|
57.7K
$2.71M
|
|
|
May 15, 2024
Q1 2024
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
8.18KNew |
$315K - $332K
|
8.18K
$384K
|
|
|
May 14, 2024
Q1 2024
|
Sequent Planning LLC
Omaha, NE |
BUY
|
- |
7.68KNew |
$296K - $312K
|
7.68K
$361K
|
|
|
Jul 03, 2024
Q1 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
6.73KNew |
$260K - $273K
|
6.73K
$316K
|
|
| Q4 2023 | |||||||
|
Jan 25, 2024
Q4 2023
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
430KNew |
$15.2M - $16.7M
|
430K
$20.2M
|
|
|
Feb 06, 2024
Q4 2023
|
Ifrah Financial Services, Inc.
|
BUY
|
- |
10.2KNew |
$361K - $398K
|
10.2K
$480K
|
|
|
May 15, 2024
Q4 2023
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
2.19KNew |
$77.3K - $85.1K
|
2.19K
$103K
|
|
|
Jan 18, 2024
Q4 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
1.36K+ 8.51% |
$48.2K - $53K
|
17.4K
$816K
|
|
|
Feb 14, 2024
Q4 2023
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
404New |
$14.3K - $15.7K
|
404
$19K
|
|
|
Feb 14, 2024
Q4 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
100New |
$3.54K - $3.89K
|
100
$4.7K
|
|
| Q3 2023 | |||||||
|
Nov 14, 2023
Q3 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
8.83KNew |
$321K - $341K
|
8.83K
$415K
|
|
|
Nov 13, 2023
Q3 2023
|
Share Andrew L.
Manchester, NH |
BUY
|
- |
6.23KNew |
$226K - $241K
|
6.23K
$293K
|
|
|
Dec 04, 2023
Q3 2023
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
237New |
$8.62K - $9.16K
|
237
$11.1K
|
|
| Q2 2023 | |||||||
|
Jul 27, 2023
Q2 2023
|
Gds Wealth Management
|
BUY
|
- |
74.5KNew |
$2.59M - $2.81M
|
74.5K
$3.5M
|
|
|
Oct 30, 2023
Q2 2023
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
PUT |
17.2KNew |
$597K - $649K
|
17.2K
$808K
|
|
|
Aug 15, 2023
Q2 2023
|
Gts Securities LLC
New York, NY |
BUY
|
- |
10.4KNew |
$363K - $394K
|
10.4K
$490K
|
|
|
Jul 26, 2023
Q2 2023
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
5.25KNew |
$182K - $198K
|
5.25K
$247K
|
|