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 |
|---|---|---|---|---|---|
|
1776 Wealth LLC
|
Nov 06, 2025 Q3 2025 |
10,658
shares
|
$465,434
0.18% of portfolio
|
Q1 2024
New holding
|
|
|
Clear Creek Financial Management, LLC
|
Nov 07, 2025 Q3 2025 |
10,508
shares
|
$458,884
0.04% of portfolio
|
Q3 2025
Reduced 48.23%
|
|
|
Arbor Capital Management Inc
Anchorage, AK |
Nov 03, 2025 Q3 2025 |
9,811
shares
|
$428,446
0.38% of portfolio
|
Q3 2025
Reduced 0.07%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2025 Q3 2025 |
9,135
shares
|
$398,925
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Marshall Financial Group LLC
|
Oct 08, 2025 Q3 2025 |
8,824
shares
|
$385,344
0.08% of portfolio
|
Q2 2025
Reduced 0.15%
|
|
|
Hickory Asset Management, Inc.
Concord, OH |
Jul 22, 2025 Q2 2025 |
7,790
shares
|
$340,189
0.26% of portfolio
|
Q2 2025
Reduced 6.03%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 14, 2025 Q3 2025 |
7,557
shares
|
$330,014
0.0% of portfolio
|
Q3 2025
Reduced 46.95%
|
|
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
Nov 06, 2025 Q3 2025 |
7,530
shares
|
$328,835
0.13% of portfolio
|
Q2 2025
Reduced 8.93%
|
|
|
Keystone Wealth Services, LLC
|
Oct 22, 2025 Q3 2025 |
7,331
shares
|
$320,144
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
6,589
shares
|
$287,741
0.0% of portfolio
|
Q1 2025
Reduced 2.49%
|
|
|
Kovack Advisors, Inc.
|
Nov 07, 2025 Q3 2025 |
6,539
shares
|
$285,558
0.03% of portfolio
|
Q1 2025
Reduced 7.58%
|
|
|
Brinker Capital Investments, LLC
|
Nov 12, 2025 Q3 2025 |
6,430
shares
|
$280,798
0.0% of portfolio
|
Q3 2025
Reduced 5.59%
|
|
|
Prosperity Consulting Group, LLC
|
Nov 14, 2025 Q3 2025 |
6,284
shares
|
$274,422
0.01% of portfolio
|
Q3 2025
Reduced 21.74%
|
|
|
Advyzon Investment Management, LLC
Lisle, IL |
Nov 10, 2025 Q3 2025 |
5,893
shares
|
$257,347
0.04% of portfolio
|
Q3 2025
Reduced 9.02%
|
|
|
Arkadios Wealth Advisors
|
Oct 29, 2025 Q3 2025 |
5,426
shares
|
$236,953
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Oct 30, 2025 Q3 2025 |
5,370
shares
|
$234,507
0.0% of portfolio
|
Q3 2025
Reduced 11.17%
|
|
|
Soa Wealth Advisors, Llc.
|
Oct 21, 2025 Q3 2025 |
5,364
shares
|
$234,245
0.02% of portfolio
|
Q4 2024
Added 1.44%
|
|
|
Strategic Asset Management, LLC
|
Nov 01, 2022 Q3 2022 |
5,236
shares
|
$228,656
0.28% of portfolio
|
Q3 2022
Added 41.06%
|
|
|
Spectrum Asset Management, Inc.
|
Oct 23, 2025 Q3 2025 |
5,100
shares
|
$222,717
0.08% of portfolio
|
Q2 2025
Reduced 3.04%
|
|
|
Schulz Wealth, Ltd.
Mansfield, TX |
Oct 17, 2025 Q3 2025 |
4,991
shares
|
$217,956
0.14% of portfolio
|
Q2 2025
New holding
|
|
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
Oct 06, 2025 Q3 2025 |
4,958
shares
|
$216,515
0.15% of portfolio
|
Q3 2025
Reduced 22.24%
|
|
|
Simplicity Wealth,Llc
|
Oct 30, 2025 Q3 2025 |
4,835
shares
|
$211,144
0.01% of portfolio
|
Q3 2025
Reduced 50.56%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2025 Q3 2025 |
4,680
shares
|
$204,375
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Blue Bell Private Wealth Management, LLC
|
Oct 22, 2025 Q3 2025 |
4,617
shares
|
$201,624
0.03% of portfolio
|
Q3 2025
Reduced 3.79%
|
|
|
Balentine LLC
Atlanta, GA |
Nov 07, 2025 Q3 2025 |
3,875
shares
|
$169,221
0.01% of portfolio
|
Q3 2025
New holding
|
|