Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
531KNew |
$22.1M - $23.1M
|
531K
$23.1M
|
|
|
Jan 27, 2025
Q4 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
271KNew |
$11.3M - $11.8M
|
271K
$11.8M
|
|
|
Jan 30, 2025
Q4 2024
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
156KNew |
$6.52M - $6.8M
|
156K
$6.81M
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
109K+ 135.47% |
$4.52M - $4.72M
|
189K
$8.21M
|
|
|
Jan 30, 2025
Q4 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
90KNew |
$3.75M - $3.91M
|
90K
$3.91M
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
BUY
|
- |
40.3K+ 56.91% |
$1.68M - $1.75M
|
111K
$4.84M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
31.2K+ 458.14% |
$1.3M - $1.36M
|
38K
$1.66M
|
|
|
Jan 28, 2025
Q4 2024
|
Smart Wealth LLC
Omaha, NE |
BUY
|
- |
22.3K+ 153.42% |
$930K - $970K
|
36.9K
$1.6M
|
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
22.1KNew |
$923K - $963K
|
22.1K
$964K
|
|
|
Jan 28, 2025
Q4 2024
|
Stephens Inc
|
BUY
|
- |
13.1K+ 28.02% |
$547K - $571K
|
60K
$2.61M
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
12.6K+ 457.29% |
$526K - $549K
|
15.4K
$670K
|
|
|
Feb 06, 2025
Q4 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
10.1KNew |
$422K - $440K
|
10.1K
$440K
|
|
|
Jan 23, 2025
Q4 2024
|
New Wave Wealth Advisors LLC
Springdale, AR |
BUY
|
- |
9.4KNew |
$392K - $409K
|
9.4K
$409K
|
|
|
Jan 31, 2025
Q4 2024
|
Semus Wealth Partners LLC
Boca Raton, FL |
BUY
|
- |
9.23KNew |
$385K - $401K
|
9.23K
$402K
|
|
|
Jan 22, 2025
Q4 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
9.1KNew |
$379K - $395K
|
9.1K
$396K
|
|
|
Jan 24, 2025
Q4 2024
|
Financial Life Planners
Tempe, AZ |
BUY
|
- |
8.25KNew |
$344K - $359K
|
8.25K
$359K
|
|
|
Jan 16, 2025
Q4 2024
|
Mc Carthy & Cox
Marysville, OH |
BUY
|
- |
7.16K+ 5.22% |
$298K - $311K
|
144K
$6.28M
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
6.72KNew |
$280K - $292K
|
6.72K
$292K
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
6.69K+ 6.7% |
$279K - $291K
|
106K
$4.63M
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
6.44K+ 38.55% |
$268K - $280K
|
23.2K
$1.01M
|
|
|
Jan 07, 2025
Q4 2024
|
Range Financial Group LLC
|
BUY
|
- |
5.48KNew |
$228K - $238K
|
5.48K
$239K
|
|
|
Jan 31, 2025
Q4 2024
|
Legacy Solutions, LLC
Kennett Square, PA |
BUY
|
- |
5.24KNew |
$218K - $228K
|
5.24K
$228K
|
|
|
Feb 06, 2025
Q4 2024
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
5.2K+ 69.97% |
$217K - $226K
|
12.6K
$550K
|
|
|
Feb 06, 2025
Q4 2024
|
Keystone Wealth Services, LLC
|
BUY
|
- |
5K+ 49.32% |
$208K - $217K
|
15.1K
$658K
|
|
|
Jan 29, 2025
Q4 2024
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
4.47K+ 55.22% |
$186K - $194K
|
12.6K
$547K
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
3.49K+ 9.42% |
$145K - $152K
|
40.5K
$1.76M
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
3.2K+ 23.52% |
$133K - $139K
|
16.8K
$731K
|
|
|
Jan 29, 2025
Q4 2024
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
2.16KNew |
$90K - $93.9K
|
2.16K
$94K
|
|
|
Jan 13, 2025
Q4 2024
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
2K+ 5.1% |
$83.2K - $86.9K
|
41.2K
$1.79M
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
BUY
|
- |
1.92KNew |
$79.9K - $83.3K
|
1.92K
$83.4K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
767New |
$32K - $33.3K
|
767
$33.4K
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
BUY
|
- |
727+ 2.52% |
$30.3K - $31.6K
|
29.5K
$1.29M
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
500+ 2.85% |
$20.8K - $21.7K
|
18K
$785K
|
|
|
Feb 05, 2025
Q4 2024
|
Schulz Wealth, Ltd.
Mansfield, TX |
BUY
|
- |
35+ 0.27% |
$1.46K - $1.52K
|
12.9K
$560K
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
10+ 0.1% |
$417 - $435
|
10.3K
$450K
|
|
|
Jan 23, 2025
Q4 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-1- 0.16% |
$41.7 - $43.5
|
629
$27.4K
|
|
|
Jan 22, 2025
Q4 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-35- 0.1% |
$1.46K - $1.52K
|
36.8K
$1.6M
|
|
|
Jan 29, 2025
Q4 2024
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-115- 1.99% |
$4.79K - $5K
|
5.67K
$247K
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-175- 1.49% |
$7.29K - $7.61K
|
11.6K
$505K
|
|
|
Jan 17, 2025
Q4 2024
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-577- 5.22% |
$24K - $25.1K
|
10.5K
$456K
|
|
|
Jan 28, 2025
Q4 2024
|
Archer Investment Corp
|
SELL
|
- |
-750- 7.66% |
$31.2K - $32.6K
|
9.04K
$393K
|
|
|
Jan 28, 2025
Q4 2024
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-805- 0.91% |
$33.5K - $35K
|
88.1K
$3.84M
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-1.38K- 17.98% |
$57.4K - $59.9K
|
6.29K
$274K
|
|
|
Jan 22, 2025
Q4 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-8.6K- 99.88% |
$358K - $374K
|
10
$435
|