Institutional Ownership First Tr Ex Trad Fd Viii Cboe (FOCT)
This table provides information about the institutional ownership of First Tr Ex Trad Fd Viii Cboe (FOCT). We have compiled data on the 109 institutions that hold shares in the stock, with a total of 2.98 Million shares, which have been reported (via 13F filing form) to have a value of $130 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bleakley Financial Group, LLC
Fairfield, NJ |
Jan 27, 2025 Q4 2024 |
270,666
shares
|
$11.8 Million
0.35% of portfolio
|
Q4 2024
New holding
|
|
|
Wealth Plan Investment Management, LLC
Omaha, NE |
Jan 30, 2025 Q4 2024 |
156,445
shares
|
$6.81 Million
0.71% of portfolio
|
Q4 2024
New holding
|
|
|
Mc Carthy & Cox
Marysville, OH |
Jan 16, 2025 Q4 2024 |
144,387
shares
|
$6.29 Million
2.14% of portfolio
|
Q4 2024
Added 5.22%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
131,820
shares
|
$5.74 Million
0.01% of portfolio
|
Q3 2024
Added 0.19%
|
|
|
Prospera Financial Services Inc
|
Nov 07, 2024 Q3 2024 |
125,637
shares
|
$5.47 Million
0.14% of portfolio
|
Q3 2024
Added 1.27%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
102,425
shares
|
$4.46 Million
0.01% of portfolio
|
Q3 2024
Reduced 58.67%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
99,804
shares
|
$4.34 Million
0.01% of portfolio
|
Q3 2024
Reduced 7.56%
|
|
|
Wealth Plan Partners, LLC
Omaha, NE |
Jan 30, 2025 Q4 2024 |
89,956
shares
|
$3.92 Million
0.54% of portfolio
|
Q4 2024
New holding
|
|
|
Soa Wealth Advisors, Llc.
|
Jan 28, 2025 Q4 2024 |
88,132
shares
|
$3.84 Million
0.71% of portfolio
|
Q4 2024
Reduced 0.91%
|
|
|
Cwm, LLC
|
Oct 08, 2024 Q3 2024 |
80,158
shares
|
$3.49 Million
0.01% of portfolio
|
Q3 2024
Reduced 65.91%
|
|
|
Valtinson Bruner Financial Planning LLC
|
Nov 05, 2024 Q3 2024 |
78,719
shares
|
$3.43 Million
1.44% of portfolio
|
Q3 2024
Reduced 0.22%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 13, 2024 Q3 2024 |
76,157
shares
|
$3.32 Million
0.01% of portfolio
|
Q3 2024
Reduced 49.85%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
72,296
shares
|
$3.15 Million
0.0% of portfolio
|
Q3 2024
Reduced 3.24%
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
71,784
shares
|
$3.12 Million
0.0% of portfolio
|
Q3 2024
Reduced 52.86%
|
|
|
Assetmark, Inc
|
Nov 01, 2024 Q3 2024 |
70,876
shares
|
$3.09 Million
0.01% of portfolio
|
Q3 2024
Added 199.54%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2024 Q3 2024 |
62,094
shares
|
$2.7 Million
0.02% of portfolio
|
Q3 2024
Reduced 5.49%
|
|
|
Stephens Inc
|
Jan 28, 2025 Q4 2024 |
60,014
shares
|
$2.61 Million
0.04% of portfolio
|
Q4 2024
Added 28.02%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
56,403
shares
|
$2.46 Million
0.0% of portfolio
|
Q3 2024
Reduced 7.87%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
53,215
shares
|
$2.32 Million
0.0% of portfolio
|
Q3 2024
Reduced 1.54%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Nov 06, 2024 Q3 2024 |
47,140
shares
|
$2.05 Million
0.02% of portfolio
|
Q3 2024
Reduced 1.68%
|
|
|
Fragasso Group Inc.
Pittsburgh, PA |
Jan 13, 2025 Q4 2024 |
41,182
shares
|
$1.79 Million
0.14% of portfolio
|
Q4 2024
Added 5.1%
|
|
|
Truist Financial Corp
|
Jan 31, 2025 Q4 2024 |
40,536
shares
|
$1.76 Million
0.0% of portfolio
|
Q4 2024
Added 9.42%
|
|
|
Prw Wealth Management LLC
|
Nov 01, 2023 Q3 2023 |
39,816
shares
|
$1.73 Million
0.55% of portfolio
|
Q3 2023
Reduced 93.01%
|
|
|
Janney Montgomery Scott LLC
|
Jan 17, 2025 Q4 2024 |
38,037
shares
|
$1.66 Million
0.0% of portfolio
|
Q4 2024
Added 458.14%
|
|
|
Ae Wealth Management LLC
|
Nov 14, 2024 Q3 2024 |
37,235
shares
|
$1.62 Million
0.02% of portfolio
|
Q3 2024
Reduced 7.92%
|