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 128 institutions that hold shares in the stock, with a total of 5.72 Million shares, which have been reported (via 13F filing form) to have a value of $269 Million.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Archer Investment Corp
|
Aug 12, 2025 Q2 2025 |
9,035
shares
|
$424,373
0.1% of portfolio
|
Q4 2024
Reduced 7.66%
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
9,020
shares
|
$423,669
0.01% of portfolio
|
Q4 2020
Added 572.12%
|
|
Goldman Sachs Group Inc
New York, NY |
Aug 14, 2025 Q2 2025 |
8,991
shares
|
$422,307
0.0% of portfolio
|
Q2 2025
New holding
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Jul 11, 2025 Q2 2025 |
8,876
shares
|
$416,905
0.02% of portfolio
|
Q2 2025
Reduced 2.34%
|
|
F3 Logic, LLC
|
Feb 14, 2023 Q4 2022 |
8,717
shares
|
$409,437
0.06% of portfolio
|
Q4 2022
New holding
|
|
Gallagher Benefit Services, Inc.
Rolling Meadows, IL |
Feb 27, 2023 Q4 2022 |
8,717
shares
|
$409,437
0.06% of portfolio
|
Q4 2022
New holding
|
|
Foundations Investment Advisors, LLC
|
Aug 08, 2025 Q2 2025 |
8,310
shares
|
$390,320
0.01% of portfolio
|
Q2 2025
New holding
|
|
Financial Life Planners
Tempe, AZ |
Aug 08, 2025 Q2 2025 |
8,249
shares
|
$387,455
0.3% of portfolio
|
Q4 2024
New holding
|
|
J.W. Cole Advisors, Inc.
|
Aug 12, 2025 Q2 2025 |
8,223
shares
|
$386,234
0.01% of portfolio
|
Q2 2025
Added 3.56%
|
|
Meridian Wealth Management, LLC
|
Aug 08, 2025 Q2 2025 |
7,983
shares
|
$374,961
0.02% of portfolio
|
Q2 2024
New holding
|
|
Mariner, LLC
Overland Park, KS |
Aug 14, 2025 Q2 2025 |
7,820
shares
|
$367,305
0.0% of portfolio
|
Q1 2025
Reduced 6.93%
|
|
Prosperity Consulting Group, LLC
|
Aug 05, 2025 Q2 2025 |
7,817
shares
|
$367,164
0.03% of portfolio
|
Q1 2025
Reduced 8.22%
|
|
Gerber Kawasaki Wealth & Investment Management
|
Aug 13, 2025 Q2 2025 |
7,555
shares
|
$354,858
0.01% of portfolio
|
Q4 2024
Reduced 9.74%
|
|
Mutual Advisors, LLC
Casper, WY |
Jul 28, 2025 Q2 2025 |
7,249
shares
|
$340,485
0.01% of portfolio
|
Q2 2025
Added 0.15%
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
7,090
shares
|
$333,017
0.02% of portfolio
|
Q4 2022
Reduced 66.59%
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Aug 13, 2025 Q2 2025 |
6,761
shares
|
$317,564
0.0% of portfolio
|
Q3 2024
Reduced 13.99%
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Aug 14, 2025 Q2 2025 |
6,730
shares
|
$316,108
0.05% of portfolio
|
Q1 2024
New holding
|
|
Signature Estate & Investment Advisors LLC
|
Jul 29, 2025 Q2 2025 |
6,363
shares
|
$298,870
0.01% of portfolio
|
Q2 2024
New holding
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
6,290
shares
|
$295,441
0.0% of portfolio
|
Q4 2024
Reduced 17.98%
|
|
Share Andrew L.
Manchester, NH |
Aug 08, 2025 Q2 2025 |
6,229
shares
|
$292,576
0.24% of portfolio
|
Q3 2023
New holding
|
|
Thoroughbred Financial Services, LLC
|
Aug 08, 2025 Q2 2025 |
6,228
shares
|
$292,529
0.02% of portfolio
|
Q4 2022
New holding
|
|
Prospera Financial Services Inc
|
Aug 06, 2025 Q2 2025 |
6,138
shares
|
$288,301
0.01% of portfolio
|
Q2 2025
Reduced 15.69%
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Jul 23, 2025 Q2 2025 |
5,945
shares
|
$279,236
0.02% of portfolio
|
Q2 2025
Reduced 34.27%
|
|
High Tower Advisors, LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
5,943
shares
|
$279,142
0.0% of portfolio
|
Q1 2025
Reduced 11.55%
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Aug 11, 2025 Q2 2025 |
5,847
shares
|
$274,633
0.0% of portfolio
|
Q1 2025
Added 7.94%
|