Latest Institutional Transactions on First Tr Ex Trad Fd Viii Cboe (FOCT)
This table provides information on the latest institutional transactions involving First Tr Ex Trad Fd Viii Cboe (FOCT) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 08, 2024
Q4 2023
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
5.34KNew |
$189K - $208K
|
5.34K
$231K
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
971+ 55.77% |
$34.3K - $37.8K
|
2.71K
$118K
|
|
|
Feb 06, 2024
Q4 2023
|
Ifrah Financial Services, Inc.
|
BUY
|
- |
10.2KNew |
$361K - $398K
|
10.2K
$443K
|
|
|
Feb 05, 2024
Q4 2023
|
Pitti Group Wealth Management, LLC
|
SELL
|
- |
-790- 5.8% |
$27.9K - $30.7K
|
12.8K
$556K
|
|
|
Jan 30, 2024
Q4 2023
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
831+ 8.13% |
$29.4K - $32.3K
|
11K
$479K
|
|
|
Jan 25, 2024
Q4 2023
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
430KNew |
$15.2M - $16.7M
|
430K
$18.6M
|
|
|
Jan 23, 2024
Q4 2023
|
Beacon Financial Advisory LLC
|
BUY
|
- |
5.5KNew |
$194K - $214K
|
5.5K
$238K
|
|
|
Jan 18, 2024
Q4 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
1.36K+ 8.51% |
$48.2K - $53K
|
17.4K
$753K
|
|
|
Jan 17, 2024
Q4 2023
|
Keystone Wealth Services, LLC
|
BUY
|
- |
1.1K+ 12.19% |
$38.9K - $42.8K
|
10.1K
$439K
|
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-356- 2.78% |
$12.6K - $13.9K
|
12.4K
$539K
|
|
| Q3 2023 | |||||||
|
Dec 04, 2023
Q3 2023
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
237New |
$8.62K - $9.16K
|
237
$10.3K
|
|
|
Nov 14, 2023
Q3 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
8.83KNew |
$321K - $341K
|
8.83K
$382K
|
|
|
Nov 13, 2023
Q3 2023
|
Share Andrew L.
Manchester, NH |
BUY
|
- |
6.23KNew |
$226K - $241K
|
6.23K
$270K
|
|
|
Nov 01, 2023
Q3 2023
|
Prw Wealth Management LLC
|
SELL
|
- |
-529K- 93.01% |
$19.2M - $20.5M
|
39.8K
$1.73M
|
|
|
Oct 25, 2023
Q3 2023
|
3 D/L Capital Management, LLC
|
SELL
|
- |
-26.7K- 54.71% |
$969K - $1.03M
|
22.1K
$956K
|
|
|
Oct 18, 2023
Q3 2023
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-491- 5.37% |
$17.9K - $19K
|
8.65K
$375K
|
|
| Q2 2023 | |||||||
|
Aug 14, 2024
Q2 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-780- 58.43% |
$27.1K - $29.4K
|
555
$24K
|
|
|
Oct 30, 2023
Q2 2023
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
PUT |
17.2KNew |
$597K - $649K
|
17.2K
$745K
|
|
|
Aug 16, 2023
Q2 2023
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
1.6KNew |
$55.6K - $60.4K
|
1.6K
$69.3K
|
|
|
Aug 15, 2023
Q2 2023
|
Gts Securities LLC
New York, NY |
BUY
|
- |
10.4KNew |
$363K - $394K
|
10.4K
$452K
|
|
|
Aug 14, 2023
Q2 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
746New |
$25.9K - $28.2K
|
746
$32.3K
|
|
|
Aug 08, 2023
Q2 2023
|
Archer Investment Corp
|
SELL
|
- |
-2.62K- 21.15% |
$91.2K - $99K
|
9.79K
$424K
|
|
|
Aug 03, 2023
Q2 2023
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-284- 4.01% |
$9.87K - $10.7K
|
6.8K
$295K
|
|
|
Aug 01, 2023
Q2 2023
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
278New |
$9.66K - $10.5K
|
278
$12K
|
|
|
Jul 28, 2023
Q2 2023
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-500- 38.46% |
$17.4K - $18.9K
|
800
$34.7K
|
|
|
Jul 28, 2023
Q2 2023
|
Lion Street Advisors, LLC
|
SELL
|
- |
-3.75K- 14.52% |
$130K - $142K
|
22.1K
$956K
|
|
|
Jul 27, 2023
Q2 2023
|
Gds Wealth Management
|
BUY
|
- |
74.5KNew |
$2.59M - $2.81M
|
74.5K
$3.23M
|
|
|
Jul 26, 2023
Q2 2023
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
5.25KNew |
$182K - $198K
|
5.25K
$227K
|
|
| Q1 2023 | |||||||
|
May 17, 2023
Q1 2023
|
Centaurus Financial, Inc.
|
SELL
|
- |
-236- 6.21% |
$7.75K - $8.36K
|
3.57K
$154K
|
|
|
Apr 28, 2023
Q1 2023
|
Allen Capital Group, LLC
|
BUY
|
- |
227KNew |
$7.46M - $8.04M
|
227K
$9.84M
|
|
|
Apr 21, 2023
Q1 2023
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
BUY
|
- |
8.4K+ 1.7% |
$276K - $297K
|
501K
$21.7M
|
|
|
Apr 18, 2023
Q1 2023
|
Wmg Financial Advisors, LLC
|
SELL
|
- |
-1K- 14.38% |
$32.8K - $35.4K
|
5.96K
$258K
|
|
|
Apr 06, 2023
Q1 2023
|
Sterling Manor Financial, LLC
|
BUY
|
- |
22.4K+ 94.42% |
$735K - $793K
|
46.1K
$2M
|
|
| Q4 2022 | |||||||
|
Oct 27, 2023
Q4 2022
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
- |
8.6KNew |
$265K - $295K
|
8.6K
$372K
|
|
|
Feb 27, 2023
Q4 2022
|
Gallagher Benefit Services, Inc.
Rolling Meadows, IL |
BUY
|
- |
8.72KNew |
$268K - $299K
|
8.72K
$378K
|
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
706New |
$21.7K - $24.2K
|
706
$30.6K
|
|
|
Feb 14, 2023
Q4 2022
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
5.68K+ 61.26% |
$175K - $195K
|
14.9K
$648K
|
|
|
Feb 14, 2023
Q4 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
54.1KNew |
$1.67M - $1.86M
|
54.1K
$2.35M
|
|
|
Feb 14, 2023
Q4 2022
|
F3 Logic, LLC
|
BUY
|
- |
8.72KNew |
$268K - $299K
|
8.72K
$378K
|
|
|
Feb 13, 2023
Q4 2022
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
11.6KNew |
$359K - $399K
|
11.6K
$504K
|
|
|
Feb 13, 2023
Q4 2022
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
BUY
|
- |
18.4KNew |
$568K - $631K
|
18.4K
$798K
|
|
|
Feb 13, 2023
Q4 2022
|
Trustcore Financial Services, LLC
|
SELL
|
- |
-14.1K- 66.59% |
$435K - $484K
|
7.09K
$307K
|
|
|
Feb 07, 2023
Q4 2022
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
6.23KNew |
$192K - $213K
|
6.23K
$270K
|
|
|
Feb 03, 2023
Q4 2022
|
Tradition Wealth Management, LLC
|
BUY
|
- |
304New |
$9.36K - $10.4K
|
304
$13.2K
|
|
|
Feb 03, 2023
Q4 2022
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
630New |
$19.4K - $21.6K
|
630
$27.3K
|
|
|
Jan 27, 2023
Q4 2022
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
139New |
$4.28K - $4.76K
|
139
$6.02K
|
|
|
Jan 26, 2023
Q4 2022
|
Accel Wealth Management
|
BUY
|
- |
50New |
$1.54K - $1.71K
|
50
$2.17K
|
|
| Q3 2022 | |||||||
|
Jul 24, 2024
Q3 2022
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-8.91KClosed |
$275K - $304K
|
0
$0
|
|
|
Nov 14, 2022
Q3 2022
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
7.87KNew |
$243K - $269K
|
7.87K
$341K
|
|
|
Nov 09, 2022
Q3 2022
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-8.85K- 5.18% |
$273K - $302K
|
162K
$7.02M
|
|