Purchases and Sales Made in Q4 2022 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 Q4 2022. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2023
Q4 2022
|
3 D/L Capital Management, LLC
|
BUY
|
- |
796KNew |
$24.5M - $27.3M
|
796K
$34.4M
|
|
|
Apr 20, 2023
Q4 2022
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
BUY
|
- |
493KNew |
$15.2M - $16.9M
|
493K
$21.3M
|
|
|
Feb 15, 2023
Q4 2022
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
291K+ 3963.61% |
$8.98M - $9.99M
|
299K
$12.9M
|
|
|
Feb 07, 2023
Q4 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
193K+ 170.12% |
$5.93M - $6.6M
|
306K
$13.2M
|
|
|
Feb 07, 2023
Q4 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
182K+ 916.05% |
$5.61M - $6.24M
|
202K
$8.72M
|
|
|
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
174KNew |
$5.35M - $5.95M
|
174K
$7.49M
|
|
|
Feb 10, 2023
Q4 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
163K+ 254.82% |
$5.03M - $5.6M
|
227K
$9.82M
|
|
|
Feb 14, 2023
Q4 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
158KNew |
$4.87M - $5.42M
|
158K
$6.83M
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
105K+ 435.74% |
$3.24M - $3.61M
|
129K
$5.59M
|
|
|
Jan 31, 2023
Q4 2022
|
Ae Wealth Management LLC
|
BUY
|
- |
85.2K+ 94.12% |
$2.63M - $2.92M
|
176K
$7.59M
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
84.3KNew |
$2.6M - $2.89M
|
84.3K
$3.64M
|
|
|
Feb 17, 2023
Q4 2022
|
Truist Financial Corp
|
BUY
|
- |
69.2KNew |
$2.13M - $2.37M
|
69.2K
$2.99M
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
68.4KNew |
$2.11M - $2.34M
|
68.4K
$2.95M
|
|
|
Feb 08, 2023
Q4 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
64.7K+ 165.34% |
$1.99M - $2.22M
|
104K
$4.48M
|
|
|
Feb 09, 2023
Q4 2022
|
Keystone Wealth Services, LLC
|
BUY
|
- |
56.5K+ 173.8% |
$1.74M - $1.94M
|
89K
$3.84M
|
|
|
Feb 14, 2023
Q4 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
54.1KNew |
$1.67M - $1.86M
|
54.1K
$2.34M
|
|
|
Jan 25, 2023
Q4 2022
|
Stephens Inc
|
BUY
|
- |
45.4KNew |
$1.4M - $1.56M
|
45.4K
$1.96M
|
|
|
Jan 31, 2023
Q4 2022
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
45.4KNew |
$1.4M - $1.56M
|
45.4K
$1.96M
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
39K+ 439.76% |
$1.2M - $1.34M
|
47.9K
$2.07M
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
35.4KNew |
$1.09M - $1.21M
|
35.4K
$1.53M
|
|
|
Feb 08, 2023
Q4 2022
|
Wolff Wiese Magana LLC
|
BUY
|
- |
31KNew |
$953K - $1.06M
|
31K
$1.34M
|
|
|
Jan 25, 2023
Q4 2022
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
30.8KNew |
$949K - $1.06M
|
30.8K
$1.33M
|
|
|
Jan 17, 2023
Q4 2022
|
Sterling Manor Financial, LLC
|
BUY
|
- |
23.7KNew |
$731K - $813K
|
23.7K
$1.02M
|
|
|
Feb 13, 2023
Q4 2022
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
BUY
|
- |
18.4KNew |
$568K - $631K
|
18.4K
$796K
|
|
|
Feb 01, 2023
Q4 2022
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
17.6KNew |
$541K - $602K
|
17.6K
$759K
|
|
|
Feb 06, 2023
Q4 2022
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
16.5K+ 99.37% |
$508K - $565K
|
33.1K
$1.43M
|
|
|
Feb 14, 2023
Q4 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
16KNew |
$493K - $549K
|
16K
$692K
|
|
|
Feb 07, 2023
Q4 2022
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
15.6K+ 63.68% |
$479K - $533K
|
40K
$1.73M
|
|
|
Feb 13, 2023
Q4 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
15.1KNew |
$464K - $516K
|
15.1K
$650K
|
|
|
Feb 13, 2023
Q4 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
15KNew |
$461K - $513K
|
15K
$646K
|
|
|
Jan 19, 2023
Q4 2022
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
11.7KNew |
$359K - $400K
|
11.7K
$504K
|
|
|
Feb 13, 2023
Q4 2022
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
11.6KNew |
$359K - $399K
|
11.6K
$503K
|
|
|
Feb 15, 2023
Q4 2022
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
10.5KNew |
$324K - $361K
|
10.5K
$455K
|
|
|
Jan 24, 2023
Q4 2022
|
Pitti Group Wealth Management, LLC
|
BUY
|
- |
10.3K+ 106.1% |
$316K - $352K
|
20K
$862K
|
|
|
Mar 08, 2023
Q4 2022
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
9.63KNew |
$296K - $330K
|
9.63K
$416K
|
|
|
Feb 08, 2023
Q4 2022
|
Prospera Financial Services Inc
|
BUY
|
- |
8.9KNew |
$274K - $305K
|
8.9K
$384K
|
|
|
Feb 14, 2023
Q4 2022
|
F3 Logic, LLC
|
BUY
|
- |
8.72KNew |
$268K - $299K
|
8.72K
$376K
|
|
|
Feb 27, 2023
Q4 2022
|
Gallagher Benefit Services, Inc.
Rolling Meadows, IL |
BUY
|
- |
8.72KNew |
$268K - $299K
|
8.72K
$376K
|
|
|
Oct 27, 2023
Q4 2022
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
- |
8.6KNew |
$265K - $295K
|
8.6K
$371K
|
|
|
Jan 30, 2023
Q4 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
7.74KNew |
$238K - $265K
|
7.74K
$334K
|
|
|
Feb 10, 2023
Q4 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
7.67K+ 51.04% |
$236K - $263K
|
22.7K
$981K
|
|
|
Feb 06, 2023
Q4 2022
|
Wealth Trust Asset Management, LLC
Destin, FL |
BUY
|
- |
7.67KNew |
$236K - $263K
|
7.67K
$331K
|
|
|
Feb 07, 2023
Q4 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
7.18KNew |
$221K - $246K
|
7.18K
$310K
|
|
|
Feb 14, 2023
Q4 2022
|
Arbor Capital Management Inc
Anchorage, AK |
BUY
|
- |
6.38KNew |
$196K - $219K
|
6.38K
$275K
|
|
|
Feb 07, 2023
Q4 2022
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
6.23KNew |
$192K - $213K
|
6.23K
$269K
|
|
|
Jan 26, 2023
Q4 2022
|
Integrity Financial Corp
|
BUY
|
- |
5.97K+ 244.37% |
$184K - $204K
|
8.41K
$363K
|
|
|
Feb 14, 2023
Q4 2022
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
5.68K+ 61.26% |
$175K - $195K
|
14.9K
$645K
|
|
|
Feb 03, 2023
Q4 2022
|
Archer Investment Corp
|
BUY
|
- |
4.71K+ 11.56% |
$145K - $161K
|
45.4K
$1.96M
|
|
|
Jan 19, 2023
Q4 2022
|
Valtinson Bruner Financial Planning LLC
|
BUY
|
- |
3.95K+ 4.65% |
$122K - $136K
|
89K
$3.84M
|
|
|
Feb 14, 2023
Q4 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
3.83KNew |
$118K - $131K
|
3.83K
$165K
|