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 127 institutions that hold shares in the stock, with a total of 4.9 Million shares, which have been reported (via 13F filing form) to have a value of $219 Million.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Beacon Financial Advisory LLC
|
Apr 24, 2025 Q1 2025 |
5,500
shares
|
$246,180
0.08% of portfolio
|
Q4 2023
New holding
|
|
Hrt Financial LP
New York, NY |
May 15, 2025 Q1 2025 |
5,360
shares
|
$239,913
0.0% of portfolio
|
Q1 2025
New holding
|
|
Legacy Solutions, LLC
Kennett Square, PA |
Apr 07, 2025 Q1 2025 |
5,244
shares
|
$234,721
0.24% of portfolio
|
Q4 2024
New holding
|
|
Nwf Advisory Services Inc.
Los Angeles, CA |
May 14, 2025 Q4 2024 |
5,200
shares
|
$232,752
0.03% of portfolio
|
Q4 2024
New holding
|
|
Mc Carthy & Cox
Marysville, OH |
Apr 14, 2025 Q1 2025 |
5,098
shares
|
$228,186
0.09% of portfolio
|
Q1 2025
Reduced 96.47%
|
|
Fortress Private Ledger, LLC
Raleigh, NC |
May 15, 2025 Q1 2025 |
4,980
shares
|
$222,904
0.12% of portfolio
|
Q4 2024
New holding
|
|
Barclays PLC
London, X0 |
May 15, 2025 Q1 2025 |
4,758
shares
|
$212,968
0.0% of portfolio
|
Q1 2025
New holding
|
|
Strategic Asset Management, LLC
|
Nov 01, 2022 Q3 2022 |
4,575
shares
|
$204,777
0.24% of portfolio
|
Q2 2022
Added 15.68%
|
|
Wood Tarver Financial Group, LLC
Boise, ID |
Apr 29, 2025 Q1 2025 |
4,440
shares
|
$198,734
0.07% of portfolio
|
Q1 2025
Added 145.17%
|
|
Sunbelt Securities, Inc.
Houston, TX |
Apr 24, 2025 Q1 2025 |
2,997
shares
|
$134,145
0.01% of portfolio
|
Q1 2025
Added 20.02%
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
May 12, 2025 Q1 2025 |
2,680
shares
|
$119,956
0.0% of portfolio
|
Q4 2024
Added 13.56%
|
|
Private Trust CO Na
|
Apr 28, 2025 Q1 2025 |
1,917
shares
|
$85,804
0.01% of portfolio
|
Q4 2024
New holding
|
|
Financial Network Wealth Advisors LLC
Murray, UT |
May 12, 2025 Q1 2025 |
1,909
shares
|
$85,446
0.1% of portfolio
|
Q1 2025
Added 64.29%
|
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
Apr 25, 2025 Q1 2025 |
1,560
shares
|
$69,825
0.01% of portfolio
|
Q1 2025
Reduced 27.78%
|
|
Noble Wealth Management Pbc
Greenwood Village, CO |
Apr 15, 2025 Q1 2025 |
1,000
shares
|
$44,760
0.04% of portfolio
|
Q1 2025
New holding
|
|
Larson Financial Group LLC
|
May 02, 2025 Q1 2025 |
833
shares
|
$37,285
0.0% of portfolio
|
Q1 2025
Reduced 21.42%
|
|
Principal Securities, Inc.
Des Moines, IA |
Apr 30, 2025 Q1 2025 |
767
shares
|
$34,330
0.0% of portfolio
|
Q4 2024
New holding
|
|
Capital Investment Advisory Services, LLC
|
Apr 29, 2025 Q1 2025 |
629
shares
|
$28,154
0.0% of portfolio
|
Q4 2024
Reduced 0.16%
|
|
Park Square Financial Group, LLC
Roswell, GA |
Apr 30, 2025 Q1 2025 |
584
shares
|
$26,139
0.02% of portfolio
|
Q4 2024
New holding
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
May 15, 2025 Q1 2025 |
555
shares
|
$24,841
0.0% of portfolio
|
Q2 2023
Reduced 58.43%
|
|
Cibc Private Wealth Group, LLC
|
May 14, 2025 Q1 2025 |
292
shares
|
$13,069
0.0% of portfolio
|
Q1 2025
New holding
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
270
shares
|
$12,085
0.0% of portfolio
|
Q1 2025
Reduced 76.36%
|
|
Img Wealth Management, Inc.
Jacksonville, FL |
Apr 23, 2025 Q1 2025 |
264
shares
|
$11,816
0.01% of portfolio
|
Q4 2024
New holding
|
|
Tucker Asset Management LLC
Littleton, CO |
Feb 12, 2025 Q4 2024 |
237
shares
|
$10,608
0.0% of portfolio
|
Q3 2023
New holding
|
|
Topsail Wealth Management, LLC
Charlotte, NC |
Apr 30, 2025 Q1 2025 |
200
shares
|
$8,952
0.0% of portfolio
|
Q4 2024
New holding
|