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 2.41 Million shares, which have been reported (via 13F filing form) to have a value of $102 Million.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Prosperity Consulting Group, LLC
|
Oct 15, 2024 Q3 2024 |
6,571
shares
|
$281,435
0.02% of portfolio
|
Q3 2024
New holding
|
|
Signature Estate & Investment Advisors LLC
|
Nov 06, 2024 Q3 2024 |
6,363
shares
|
$272,527
0.01% of portfolio
|
Q2 2024
New holding
|
|
Share Andrew L.
Manchester, NH |
Nov 08, 2024 Q3 2024 |
6,229
shares
|
$266,788
0.35% of portfolio
|
Q3 2023
New holding
|
|
Thoroughbred Financial Services, LLC
|
Nov 08, 2024 Q3 2024 |
6,228
shares
|
$266,745
0.02% of portfolio
|
Q4 2022
New holding
|
|
Creative One Wealth, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
5,982
shares
|
$256,209
0.01% of portfolio
|
Q3 2024
Reduced 73.1%
|
|
Dhjj Financial Advisors, Ltd.
|
Oct 22, 2024 Q3 2024 |
5,782
shares
|
$247,643
0.11% of portfolio
|
Q3 2024
Reduced 17.78%
|
|
Beacon Financial Advisory LLC
|
Oct 30, 2024 Q3 2024 |
5,500
shares
|
$235,565
0.09% of portfolio
|
Q4 2023
New holding
|
|
Transcend Capital Advisors, LLC
|
Oct 15, 2024 Q3 2024 |
4,900
shares
|
$209,867
0.01% of portfolio
|
Q2 2024
New holding
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
4,652
shares
|
$199,245
0.0% of portfolio
|
Q3 2024
Added 421.52%
|
|
Strategic Asset Management, LLC
|
Nov 01, 2022 Q3 2022 |
4,575
shares
|
$195,947
0.24% of portfolio
|
Q2 2022
Added 15.68%
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Nov 08, 2024 Q3 2024 |
2,763
shares
|
$118,339
0.0% of portfolio
|
Q3 2024
Added 125.18%
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
2,712
shares
|
$116,154
0.01% of portfolio
|
Q4 2023
Added 55.77%
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Nov 13, 2024 Q3 2024 |
2,360
shares
|
$101,078
0.0% of portfolio
|
Q3 2024
Added 11.85%
|
|
Financial Network Wealth Advisors LLC
Murray, UT |
Nov 14, 2024 Q3 2024 |
2,220
shares
|
$95,082
0.08% of portfolio
|
Q3 2024
Reduced 57.86%
|
|
Capital Analysts, LLC
Fort Washington, PA |
Nov 13, 2024 Q3 2024 |
2,080
shares
|
$89,086
0.0% of portfolio
|
Q3 2024
Reduced 90.82%
|
|
Sunbelt Securities, Inc.
Houston, TX |
Nov 18, 2024 Q3 2024 |
2,024
shares
|
$86,687
0.01% of portfolio
|
Q2 2024
Reduced 26.19%
|
|
Larson Financial Group LLC
|
Nov 12, 2024 Q3 2024 |
1,060
shares
|
$45,399
0.0% of portfolio
|
Q1 2024
Reduced 42.73%
|
|
Barclays PLC
London, X0 |
Nov 19, 2024 Q3 2024 |
1,053
shares
|
$45,099
0.0% of portfolio
|
Q3 2024
New holding
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
746
shares
|
$31,951
0.0% of portfolio
|
Q2 2023
New holding
|
|
Capital Investment Advisory Services, LLC
|
Oct 30, 2024 Q3 2024 |
630
shares
|
$26,982
0.0% of portfolio
|
Q4 2022
New holding
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Nov 13, 2024 Q3 2024 |
555
shares
|
$23,770
0.0% of portfolio
|
Q2 2023
Reduced 58.43%
|
|
Caitlin John, LLC
Brighton, MI |
Nov 14, 2024 Q3 2024 |
404
shares
|
$17,303
0.01% of portfolio
|
Q4 2023
New holding
|
|
Tucker Asset Management LLC
Littleton, CO |
Aug 09, 2024 Q2 2024 |
237
shares
|
$10,150
0.0% of portfolio
|
Q3 2023
New holding
|
|
Epg Wealth Management LLC
Atlanta, GA |
Nov 13, 2024 Q3 2024 |
137
shares
|
$5,867
0.0% of portfolio
|
Q3 2024
New holding
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Nov 14, 2024 Q3 2024 |
100
shares
|
$4,283
0.0% of portfolio
|
Q4 2023
New holding
|