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 100 institutions that hold shares in the stock, with a total of 3.52 Million shares, which have been reported (via 13F filing form) to have a value of $147 Million.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Cambridge Investment Research Advisors, Inc.
|
Apr 24, 2024 Q1 2024 |
35,483
shares
|
$1.48 Million
0.01% of portfolio
|
Q1 2024
Reduced 6.41%
|
|
Fsb Premier Wealth Management, Inc.
|
May 10, 2024 Q1 2024 |
30,694
shares
|
$1.28 Million
0.59% of portfolio
|
Q1 2024
Added 1.08%
|
|
Brookstone Capital Management
|
Apr 15, 2024 Q1 2024 |
28,864
shares
|
$1.2 Million
0.02% of portfolio
|
Q1 2024
Added 0.18%
|
|
Mml Investors Services, LLC
Springfield, MA |
May 14, 2024 Q1 2024 |
25,937
shares
|
$1.08 Million
0.0% of portfolio
|
Q1 2024
Added 0.43%
|
|
Atria Investments LLC
Charlotte, NC |
May 21, 2024 Q1 2024 |
25,036
shares
|
$1.04 Million
0.01% of portfolio
|
Q1 2024
New holding
|
|
Kestra Private Wealth Services, LLC
|
May 02, 2024 Q1 2024 |
23,213
shares
|
$965,660
0.02% of portfolio
|
Q1 2024
Reduced 5.52%
|
|
Capital Analysts, LLC
Fort Washington, PA |
May 14, 2024 Q1 2024 |
22,652
shares
|
$942,323
0.04% of portfolio
|
Q1 2024
Reduced 2.21%
|
|
Jpmorgan Chase & CO
New York, NY |
May 10, 2024 Q1 2024 |
21,219
shares
|
$882,710
0.0% of portfolio
|
Q1 2024
Added 2.5%
|
|
Creative One Wealth, LLC
Overland Park, KS |
May 14, 2024 Q1 2024 |
20,976
shares
|
$872,601
0.03% of portfolio
|
Q1 2024
New holding
|
|
Captrust Financial Advisors
Raleigh, NC |
May 15, 2024 Q1 2024 |
20,866
shares
|
$868,025
0.0% of portfolio
|
Q1 2024
Reduced 5.54%
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Apr 23, 2024 Q1 2024 |
20,441
shares
|
$850,345
0.06% of portfolio
|
Q1 2024
Reduced 6.53%
|
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
Apr 16, 2024 Q1 2024 |
18,426
shares
|
$766,521
0.37% of portfolio
|
Q4 2022
New holding
|
|
Rockefeller Capital Management L.P.
New York, NY |
May 14, 2024 Q1 2024 |
18,184
shares
|
$756,454
0.0% of portfolio
|
Q1 2024
Reduced 20.49%
|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Apr 18, 2024 Q1 2024 |
17,383
shares
|
$723,132
0.09% of portfolio
|
Q4 2023
Added 8.51%
|
|
Integrity Financial Corp
|
May 02, 2024 Q1 2024 |
17,241
shares
|
$717,225
0.5% of portfolio
|
Q1 2024
Reduced 1.31%
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
May 14, 2024 Q1 2024 |
16,562
shares
|
$688,979
0.03% of portfolio
|
Q1 2024
New holding
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 14, 2024 Q1 2024 |
16,188
shares
|
$673,420
0.01% of portfolio
|
Q1 2024
Reduced 18.49%
|
|
Mgo One Seven LLC
Beachwood, OH |
May 14, 2024 Q1 2024 |
16,102
shares
|
$669,843
0.03% of portfolio
|
Q1 2024
Reduced 3.38%
|
|
Truadvice, LLC
Sarasota, FL |
Nov 13, 2023 Q3 2023 |
15,743
shares
|
$654,908
0.25% of portfolio
|
Q3 2021
Reduced 86.9%
|
|
Steward Partners Investment Advisory, LLC
|
May 15, 2024 Q1 2024 |
13,627
shares
|
$566,883
0.01% of portfolio
|
Q1 2024
Reduced 20.59%
|
|
Avantax Advisory Services, Inc.
|
May 08, 2024 Q1 2024 |
13,626
shares
|
$566,841
0.0% of portfolio
|
Q1 2024
Reduced 9.61%
|
|
Pitti Group Wealth Management, LLC
|
Apr 24, 2024 Q1 2024 |
12,841
shares
|
$534,185
0.61% of portfolio
|
Q4 2023
Reduced 5.8%
|
|
Schulz Wealth, Ltd.
Mansfield, TX |
Apr 10, 2024 Q1 2024 |
12,838
shares
|
$534,060
0.45% of portfolio
|
Q1 2024
Reduced 4.95%
|
|
Ifp Advisors, Inc
|
Jan 09, 2024 Q4 2023 |
12,445
shares
|
$517,712
0.02% of portfolio
|
Q4 2023
Reduced 2.78%
|
|
Sage Capital Advisors,Llc
|
Apr 15, 2024 Q1 2024 |
11,690
shares
|
$486,304
0.14% of portfolio
|
Q1 2024
New holding
|