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 96 institutions that hold shares in the stock, with a total of 3.43 Million shares, which have been reported (via 13F filing form) to have a value of $150 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Smart Wealth LLC
Omaha, NE |
Nov 07, 2025 Q3 2025 |
31,943
shares
|
$1.39 Million
0.52% of portfolio
|
Q3 2025
Reduced 6.31%
|
|
|
Harvest Investment Services, LLC
|
Nov 17, 2025 Q3 2025 |
30,401
shares
|
$1.33 Million
0.28% of portfolio
|
Q3 2025
Reduced 5.9%
|
|
|
Cwm, LLC
|
Oct 15, 2025 Q3 2025 |
30,174
shares
|
$1.32 Million
0.0% of portfolio
|
Q3 2025
Reduced 2.9%
|
|
|
Brookstone Capital Management
|
Oct 15, 2025 Q3 2025 |
30,010
shares
|
$1.31 Million
0.02% of portfolio
|
Q2 2025
Added 3.34%
|
|
|
Castleview Partners, LLC
Dallas, TX |
Oct 10, 2025 Q3 2025 |
29,819
shares
|
$1.3 Million
1.03% of portfolio
|
Q3 2025
Reduced 0.38%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
25,143
shares
|
$1.1 Million
0.0% of portfolio
|
Q3 2024
Added 15.05%
|
|
|
Mc Kinley Carter Wealth Services, Inc.
|
Nov 03, 2025 Q3 2025 |
24,416
shares
|
$1.07 Million
0.06% of portfolio
|
Q4 2024
Added 2.3%
|
|
|
Icon Wealth Partners, LLC
|
Nov 14, 2023 Q3 2023 |
23,617
shares
|
$1.03 Million
0.09% of portfolio
|
Q3 2023
Reduced 0.12%
|
|
|
Ignite Planners, LLC
|
Oct 07, 2025 Q3 2025 |
22,466
shares
|
$981,090
0.17% of portfolio
|
Q3 2025
Reduced 0.99%
|
|
|
Icon Wealth Advisors, LLC
Houston, TX |
Nov 14, 2025 Q3 2025 |
20,685
shares
|
$903,313
0.07% of portfolio
|
Q1 2025
Reduced 2.15%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Nov 05, 2025 Q3 2025 |
20,000
shares
|
$873,400
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Beacon Financial Group
|
Oct 07, 2025 Q3 2025 |
17,584
shares
|
$767,893
0.08% of portfolio
|
Q3 2025
Reduced 15.47%
|
|
|
Life Wealth Investments, LLC
Winter Garden, FL |
Oct 20, 2025 Q3 2025 |
17,570
shares
|
$767,281
0.22% of portfolio
|
Q2 2025
New holding
|
|
|
Integrity Financial Corp
|
Nov 06, 2025 Q3 2025 |
16,004
shares
|
$698,894
0.37% of portfolio
|
Q3 2025
Reduced 0.14%
|
|
|
Evolution Wealth Management Inc.
Fort Myers, FL |
Oct 23, 2025 Q3 2025 |
15,972
shares
|
$697,497
0.71% of portfolio
|
Q3 2025
Added 0.01%
|
|
|
Kestra Private Wealth Services, LLC
|
Nov 14, 2025 Q3 2025 |
15,119
shares
|
$660,246
0.01% of portfolio
|
Q3 2025
Reduced 18.26%
|
|
|
Spire Wealth Management
|
Oct 23, 2025 Q3 2025 |
14,826
shares
|
$647,451
0.02% of portfolio
|
Q3 2025
Reduced 14.21%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Oct 24, 2025 Q3 2025 |
13,499
shares
|
$589,501
0.01% of portfolio
|
Q3 2025
Reduced 16.06%
|
|
|
Wealth Trust Asset Management, LLC
Destin, FL |
Nov 12, 2025 Q3 2025 |
12,742
shares
|
$556,443
0.4% of portfolio
|
Q2 2025
Added 74.64%
|
|
|
Buck Wealth Strategies, LLC
Denver, CO |
Nov 04, 2025 Q3 2025 |
12,238
shares
|
$534,433
0.08% of portfolio
|
Q2 2025
Added 71.21%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Nov 12, 2025 Q3 2025 |
11,832
shares
|
$516,703
0.0% of portfolio
|
Q3 2025
Reduced 68.91%
|
|
|
Ifp Advisors, Inc
|
Dec 02, 2025 Q3 2025 |
11,830
shares
|
$516,616
0.01% of portfolio
|
Q3 2025
Added 1.21%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Nov 05, 2025 Q3 2025 |
11,829
shares
|
$516,572
0.02% of portfolio
|
Q3 2025
Reduced 2.49%
|
|
|
Holistic Planning, LLC
Nacogdoches, TX |
Nov 04, 2025 Q3 2025 |
11,777
shares
|
$514,301
0.13% of portfolio
|
Q1 2025
Added 0.43%
|
|
|
Signal Advisors Wealth, LLC
Detroit, MI |
Oct 09, 2025 Q3 2025 |
11,764
shares
|
$513,733
0.05% of portfolio
|
Q3 2025
Reduced 96.02%
|
|