Institutional Ownership First Tr Ex Trad Fd Viii Cboe (DOCT)
This table provides information about the institutional ownership of First Tr Ex Trad Fd Viii Cboe (DOCT). We have compiled data on the 89 institutions that hold shares in the stock, with a total of 4.48 Million shares, which have been reported (via 13F filing form) to have a value of $171 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Castleview Partners, LLC
Dallas, TX |
Jan 21, 2025 Q4 2024 |
39,668
shares
|
$1.52 Million
1.04% of portfolio
|
Q4 2024
New holding
|
|
|
Harvest Investment Services, LLC
|
Feb 14, 2025 Q4 2024 |
38,260
shares
|
$1.46 Million
0.39% of portfolio
|
Q4 2024
New holding
|
|
|
Ignite Planners, LLC
|
Jan 13, 2025 Q4 2024 |
33,558
shares
|
$1.28 Million
0.31% of portfolio
|
Q4 2024
Added 111.11%
|
|
|
Wood Tarver Financial Group, LLC
Boise, ID |
Mar 06, 2025 Q4 2024 |
33,285
shares
|
$1.27 Million
0.44% of portfolio
|
Q4 2024
New holding
|
|
|
Ae Wealth Management LLC
|
Feb 13, 2025 Q4 2024 |
30,130
shares
|
$1.15 Million
0.01% of portfolio
|
Q4 2024
Reduced 1.82%
|
|
|
Spire Wealth Management
|
Jan 24, 2025 Q4 2024 |
29,359
shares
|
$1.12 Million
0.04% of portfolio
|
Q4 2024
Added 104.54%
|
|
|
Brookstone Capital Management
|
Jan 13, 2025 Q4 2024 |
29,040
shares
|
$1.11 Million
0.02% of portfolio
|
Q4 2024
Reduced 1.72%
|
|
|
1 St Source Bank
|
Feb 10, 2025 Q4 2024 |
27,673
shares
|
$1.06 Million
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Beacon Financial Group
|
Jan 29, 2025 Q4 2024 |
26,036
shares
|
$996,397
0.12% of portfolio
|
Q4 2024
Added 38.28%
|
|
|
Clear Creek Financial Management, LLC
|
Jan 23, 2025 Q4 2024 |
25,991
shares
|
$994,675
0.12% of portfolio
|
Q4 2024
Added 389.93%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
25,143
shares
|
$962,222
0.0% of portfolio
|
Q3 2024
Added 15.05%
|
|
|
Mc Kinley Carter Wealth Services, Inc.
|
Jan 22, 2025 Q4 2024 |
24,416
shares
|
$934,400
0.06% of portfolio
|
Q4 2024
Added 2.3%
|
|
|
Icon Wealth Partners, LLC
|
Nov 14, 2023 Q3 2023 |
23,617
shares
|
$903,822
0.09% of portfolio
|
Q3 2023
Reduced 0.12%
|
|
|
Icon Wealth Advisors, LLC
Houston, TX |
Feb 14, 2025 Q4 2024 |
21,140
shares
|
$809,027
0.07% of portfolio
|
Q4 2024
Reduced 0.37%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Feb 04, 2025 Q4 2024 |
20,000
shares
|
$765,400
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Integrity Financial Corp
|
Feb 13, 2025 Q4 2024 |
17,896
shares
|
$684,879
0.43% of portfolio
|
Q4 2024
Added 134.92%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Feb 25, 2025 Q4 2024 |
17,118
shares
|
$655,105
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Founders Financial Securities LLC
|
Feb 10, 2025 Q4 2024 |
15,712
shares
|
$601,298
0.06% of portfolio
|
Q4 2024
Added 93.24%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Mar 17, 2025 Q4 2024 |
14,199
shares
|
$543,395
0.0% of portfolio
|
Q4 2024
Reduced 17.02%
|
|
|
Ifp Advisors, Inc
|
Feb 04, 2025 Q4 2024 |
13,153
shares
|
$503,365
0.02% of portfolio
|
Q4 2024
Added 5.09%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Feb 13, 2025 Q4 2024 |
12,922
shares
|
$494,524
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Jane Street Group, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
12,337
shares
|
$472,136
0.0% of portfolio
|
Q4 2024
Reduced 14.58%
|
|
|
Holistic Planning, LLC
Nacogdoches, TX |
Jan 24, 2025 Q4 2024 |
11,727
shares
|
$448,792
0.17% of portfolio
|
Q4 2024
New holding
|
|
|
Hickory Asset Management, Inc.
Concord, OH |
Jan 30, 2025 Q4 2024 |
10,790
shares
|
$412,933
0.36% of portfolio
|
Q4 2024
New holding
|
|
|
1776 Wealth LLC
|
Feb 10, 2025 Q4 2024 |
10,658
shares
|
$407,881
0.19% of portfolio
|
Q1 2024
New holding
|