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 |
|---|---|---|---|---|---|
|
Geneos Wealth Management Inc.
|
Oct 22, 2025 Q3 2025 |
3,837
shares
|
$167,561
0.0% of portfolio
|
Q2 2025
Added 200.0%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Nov 14, 2025 Q3 2025 |
3,211
shares
|
$140,224
0.01% of portfolio
|
Q3 2025
Reduced 19.73%
|
|
|
Larson Financial Group LLC
|
Nov 14, 2025 Q3 2025 |
3,036
shares
|
$132,582
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Nov 06, 2025 Q3 2025 |
2,960
shares
|
$129,263
0.01% of portfolio
|
Q3 2025
Reduced 5.13%
|
|
|
Winnow Wealth LLC
Waco, TX |
Nov 03, 2025 Q3 2025 |
2,528
shares
|
$110,397
0.09% of portfolio
|
Q3 2025
New holding
|
|
|
Capital Investment Advisory Services, LLC
|
Nov 05, 2025 Q3 2025 |
2,450
shares
|
$106,991
0.01% of portfolio
|
Q3 2025
Reduced 15.81%
|
|
|
Advisory Services Network, LLC
|
Nov 18, 2025 Q3 2025 |
2,205
shares
|
$96,292
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Mtm Investment Management, LLC
Spartanburg, SC |
Nov 03, 2025 Q3 2025 |
2,120
shares
|
$92,580
0.03% of portfolio
|
Q4 2024
Added 92.73%
|
|
|
Ae Wealth Management LLC
|
Nov 03, 2025 Q3 2025 |
2,005
shares
|
$87,558
0.0% of portfolio
|
Q3 2025
Reduced 36.75%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Nov 14, 2025 Q3 2025 |
1,939
shares
|
$84,676
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Dhjj Financial Advisors, Ltd.
|
Oct 20, 2025 Q3 2025 |
1,610
shares
|
$70,308
0.03% of portfolio
|
Q2 2025
Reduced 6.94%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Nov 19, 2025 Q3 2025 |
1,530
shares
|
$66,815
0.01% of portfolio
|
Q4 2024
Reduced 56.47%
|
|
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
Jan 21, 2025 Q4 2024 |
1,520
shares
|
$66,378
0.03% of portfolio
|
Q4 2024
Added 223.4%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2025 Q3 2025 |
1,491
shares
|
$65,111
0.0% of portfolio
|
Q2 2025
Reduced 1.05%
|
|
|
Creative Financial Designs Inc
|
Nov 12, 2025 Q3 2025 |
1,293
shares
|
$56,465
0.0% of portfolio
|
Q1 2025
Reduced 2.49%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Oct 22, 2025 Q3 2025 |
1,279
shares
|
$55,853
0.0% of portfolio
|
Q3 2025
Reduced 0.31%
|
|
|
Ubs Group Ag
|
Nov 13, 2025 Q3 2025 |
1,033
shares
|
$45,111
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Barclays PLC
London, X0 |
Nov 12, 2025 Q3 2025 |
871
shares
|
$38,036
0.0% of portfolio
|
Q3 2025
Reduced 82.59%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Nov 12, 2025 Q3 2025 |
700
shares
|
$30,569
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Global Retirement Partners, LLC
|
Oct 21, 2025 Q3 2025 |
225
shares
|
$9,825
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|
|