Purchases and Sales Made in Q2 2024 in 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) during Q2 2024. The information is specifically focused on institutions that hold shares of FIRST TR EX-TRAD FD VIII CBOE .
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 01, 2024
Q2 2024
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
156KNew |
$6.24M - $6.5M
|
156K
$6.75M
|
|
|
Aug 13, 2024
Q2 2024
|
Assetmark, Inc
|
BUY
|
- |
23.7KNew |
$945K - $983K
|
23.7K
$1.02M
|
|
|
Aug 14, 2024
Q2 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
15.3KNew |
$612K - $637K
|
15.3K
$662K
|
|
|
Aug 08, 2024
Q2 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
11.6K+ 8.26% |
$464K - $483K
|
152K
$6.58M
|
|
|
Aug 08, 2024
Q2 2024
|
Meridian Wealth Management, LLC
|
BUY
|
- |
7.98KNew |
$319K - $332K
|
7.98K
$345K
|
|
|
Aug 19, 2024
Q2 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
6.5KNew |
$259K - $270K
|
6.5K
$281K
|
|
|
Jul 25, 2024
Q2 2024
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
6.36KNew |
$254K - $264K
|
6.36K
$275K
|
|
|
Jul 30, 2024
Q2 2024
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
6.18KNew |
$247K - $257K
|
6.18K
$267K
|
|
|
Jul 16, 2024
Q2 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
5.15KNew |
$206K - $214K
|
5.15K
$222K
|
|
|
Jul 02, 2024
Q2 2024
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
4.9KNew |
$196K - $204K
|
4.9K
$212K
|
|
|
Aug 08, 2024
Q2 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
4.41K+ 85.2% |
$176K - $183K
|
9.6K
$414K
|
|
|
Aug 02, 2024
Q2 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
2.4K+ 5.26% |
$95.6K - $99.5K
|
47.9K
$2.07M
|
|
|
Aug 13, 2024
Q2 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
1.63K+ 1.33% |
$65K - $67.6K
|
124K
$5.36M
|
|
|
Aug 14, 2024
Q2 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
1.27K+ 6.04% |
$50.5K - $52.6K
|
22.2K
$960K
|
|
|
Aug 09, 2024
Q2 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
1.23KNew |
$49K - $51K
|
1.23K
$53K
|
|
|
Aug 20, 2024
Q2 2024
|
Truist Financial Corp
|
BUY
|
- |
1.01K+ 2.73% |
$40.1K - $41.7K
|
37.8K
$1.63M
|
|
|
Aug 13, 2024
Q2 2024
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
725+ 9.48% |
$28.9K - $30.1K
|
8.37K
$361K
|
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
BUY
|
- |
585+ 190.55% |
$23.4K - $24.3K
|
892
$38.5K
|
|
|
Jul 26, 2024
Q2 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
499+ 1.41% |
$19.9K - $20.7K
|
36K
$1.55M
|
|
|
Jul 25, 2024
Q2 2024
|
First Heartland Consultants, Inc.
|
BUY
|
- |
375+ 3.38% |
$15K - $15.6K
|
11.5K
$495K
|
|
|
Aug 13, 2024
Q2 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
160+ 8.21% |
$6.39K - $6.65K
|
2.11K
$91.1K
|
|
|
Aug 07, 2024
Q2 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
34+ 0.21% |
$1.36K - $1.41K
|
16.1K
$697K
|
|
|
Jul 08, 2024
Q2 2024
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-1- -0.0% |
$39.9 - $41.5
|
39.2K
$1.69M
|
|
|
Aug 14, 2024
Q2 2024
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
SELL
|
- |
-25- 0.29% |
$998 - $1.04K
|
8.69K
$375K
|
|
|
Aug 14, 2024
Q2 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-31- 0.12% |
$1.24K - $1.29K
|
25.9K
$1.12M
|
|
|
Jul 18, 2024
Q2 2024
|
Brookstone Capital Management
|
SELL
|
- |
-60- 0.21% |
$2.4K - $2.49K
|
28.8K
$1.24M
|
|
|
Aug 14, 2024
Q2 2024
|
Townsquare Capital LLC
|
SELL
|
- |
-75- 0.65% |
$2.99K - $3.12K
|
11.5K
$496K
|
|
|
Aug 14, 2024
Q2 2024
|
Family Wealth Group, LLC
Lexington, KY |
SELL
|
- |
-76- 0.84% |
$3.03K - $3.16K
|
8.97K
$387K
|
|
|
Aug 13, 2024
Q2 2024
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-137Closed |
$5.47K - $5.69K
|
0
$0
|
|
|
Jul 30, 2024
Q2 2024
|
Integrity Financial Corp
|
SELL
|
- |
-159- 0.92% |
$6.35K - $6.6K
|
17.1K
$738K
|
|
|
Aug 06, 2024
Q2 2024
|
Stephens Inc
|
SELL
|
- |
-400- 0.41% |
$16K - $16.6K
|
98.4K
$4.25M
|
|
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-497- 0.33% |
$19.8K - $20.6K
|
152K
$6.56M
|
|
|
Jul 25, 2024
Q2 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-546- 7.34% |
$21.8K - $22.7K
|
6.9K
$298K
|
|
|
Jul 09, 2024
Q2 2024
|
Sage Capital Advisors,Llc
|
SELL
|
- |
-569- 4.87% |
$22.7K - $23.6K
|
11.1K
$480K
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-708- 0.54% |
$28.3K - $29.4K
|
132K
$5.68M
|
|
|
Aug 15, 2024
Q2 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-718- 26.19% |
$28.7K - $29.8K
|
2.02K
$87.4K
|
|
|
Jul 10, 2024
Q2 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-1.02K- 10.4% |
$40.5K - $42.2K
|
8.75K
$378K
|
|
|
Jul 17, 2024
Q2 2024
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-1.2K- 1.33% |
$48.1K - $50K
|
89K
$3.84M
|
|
|
Aug 12, 2024
Q2 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-1.4K- 15.12% |
$55.9K - $58.2K
|
7.86K
$339K
|
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-1.46K- 2.62% |
$58.1K - $60.5K
|
54K
$2.33M
|
|
|
Aug 15, 2024
Q2 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-1.55K- 9.59% |
$62K - $64.5K
|
14.6K
$632K
|
|
|
Jul 12, 2024
Q2 2024
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-1.79K- 4.85% |
$71.3K - $74.2K
|
35.1K
$1.51M
|
|
|
Aug 12, 2024
Q2 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-2.32K- 12.73% |
$92.4K - $96.2K
|
15.9K
$685K
|
|
|
Aug 05, 2024
Q2 2024
|
Valtinson Bruner Financial Planning LLC
|
SELL
|
- |
-2.53K- 3.1% |
$101K - $105K
|
78.9K
$3.41M
|
|
|
Aug 14, 2024
Q2 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-3.08K- 14.76% |
$123K - $128K
|
17.8K
$768K
|
|
|
Aug 09, 2024
Q2 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-4.38K- 32.14% |
$175K - $182K
|
9.25K
$399K
|
|
|
Jul 26, 2024
Q2 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-4.51K- 22.07% |
$180K - $187K
|
15.9K
$688K
|
|
|
Aug 12, 2024
Q2 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-5.68K- 24.45% |
$227K - $236K
|
17.5K
$757K
|
|
|
Aug 12, 2024
Q2 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-6.32K- 13.52% |
$252K - $262K
|
40.4K
$1.75M
|
|
|
Aug 14, 2024
Q2 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-6.38K- 8.85% |
$255K - $265K
|
65.7K
$2.84M
|