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 |
---|---|---|---|---|---|
Townsquare Capital LLC
|
May 15, 2024 Q1 2024 |
11,571
shares
|
$481,353
0.01% of portfolio
|
Q1 2024
Reduced 1.48%
|
|
First Heartland Consultants, Inc.
|
May 07, 2024 Q1 2024 |
11,093
shares
|
$461,468
0.05% of portfolio
|
Q1 2024
Added 46.71%
|
|
Octavia Wealth Advisors, LLC
|
Apr 15, 2024 Q1 2024 |
11,049
shares
|
$459,638
0.07% of portfolio
|
Q4 2023
Added 8.13%
|
|
Keystone Wealth Services, LLC
|
Apr 12, 2024 Q1 2024 |
10,127
shares
|
$421,283
0.14% of portfolio
|
Q4 2023
Added 12.19%
|
|
Beacon Financial Group
|
May 07, 2024 Q1 2024 |
9,789
shares
|
$407,222
0.05% of portfolio
|
Q1 2024
Reduced 32.38%
|
|
Archer Investment Corp
|
May 09, 2024 Q1 2024 |
9,785
shares
|
$407,056
0.12% of portfolio
|
Q2 2023
Reduced 21.15%
|
|
Nbc Securities, Inc.
Birmingham, AL |
Apr 05, 2024 Q1 2024 |
9,760
shares
|
$406,016
0.04% of portfolio
|
Q1 2024
Reduced 2.31%
|
|
Mariner, LLC
Overland Park, KS |
May 15, 2024 Q1 2024 |
9,462
shares
|
$393,619
0.0% of portfolio
|
Q4 2023
Reduced 0.55%
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
May 14, 2024 Q1 2024 |
9,261
shares
|
$385,257
0.0% of portfolio
|
Q1 2024
New holding
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
9,020
shares
|
$375,232
0.01% of portfolio
|
Q4 2020
Added 572.12%
|
|
Gallagher Benefit Services, Inc.
Rolling Meadows, IL |
Feb 27, 2023 Q4 2022 |
8,717
shares
|
$362,627
0.06% of portfolio
|
Q4 2022
New holding
|
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
May 15, 2024 Q1 2024 |
8,717
shares
|
$362,627
0.01% of portfolio
|
Q1 2023
New holding
|
|
F3 Logic, LLC
|
Feb 14, 2023 Q4 2022 |
8,717
shares
|
$362,627
0.06% of portfolio
|
Q4 2022
New holding
|
|
Family Wealth Group, LLC
Lexington, KY |
Feb 14, 2024 Q4 2023 |
8,411
shares
|
$349,897
0.42% of portfolio
|
Q4 2023
New holding
|
|
Two Sigma Securities, LLC
New York, NY |
May 15, 2024 Q1 2024 |
8,182
shares
|
$340,371
0.0% of portfolio
|
Q1 2024
New holding
|
|
J.W. Cole Advisors, Inc.
|
Apr 30, 2024 Q1 2024 |
8,033
shares
|
$334,172
0.02% of portfolio
|
Q1 2024
Reduced 2.43%
|
|
Blue Bell Private Wealth Management, LLC
|
Apr 24, 2024 Q1 2024 |
7,721
shares
|
$321,193
0.07% of portfolio
|
Q3 2023
Added 154.06%
|
|
Sequent Planning LLC
Omaha, NE |
May 14, 2024 Q1 2024 |
7,681
shares
|
$319,529
0.11% of portfolio
|
Q1 2024
New holding
|
|
Gerber Kawasaki Wealth & Investment Management
|
May 13, 2024 Q1 2024 |
7,645
shares
|
$318,032
0.02% of portfolio
|
Q1 2024
Reduced 8.66%
|
|
Janney Montgomery Scott LLC
|
May 01, 2024 Q1 2024 |
7,441
shares
|
$309,545
0.0% of portfolio
|
Q1 2024
Reduced 91.69%
|
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
Apr 17, 2024 Q1 2024 |
7,352
shares
|
$305,843
0.06% of portfolio
|
Q1 2024
Reduced 29.12%
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
7,090
shares
|
$294,944
0.02% of portfolio
|
Q4 2022
Reduced 66.59%
|
|
Dhjj Financial Advisors, Ltd.
|
Apr 11, 2024 Q1 2024 |
7,032
shares
|
$292,531
0.14% of portfolio
|
Q4 2023
Added 13.84%
|
|
Arbor Capital Management Inc
Anchorage, AK |
May 13, 2024 Q1 2024 |
6,947
shares
|
$288,995
0.27% of portfolio
|
Q1 2024
Reduced 0.8%
|
|
Wealth Trust Asset Management, LLC
Destin, FL |
May 03, 2024 Q1 2024 |
6,907
shares
|
$287,331
0.21% of portfolio
|
Q4 2023
Reduced 9.97%
|