Latest Institutional Purchases of First Tr Ex Trad Fd Viii Cboe (FOCT)
This list provides information on the latest institutional transactions involving First Tr Ex Trad Fd Viii Cboe (FOCT) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Oct 17, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
146New |
$5.63K - $5.92K
|
146
$6.36K
|
|
| Q4 2023 | |||||||
|
Jan 25, 2024
Q4 2023
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
430KNew |
$15.2M - $16.7M
|
430K
$18.7M
|
|
|
Feb 13, 2024
Q4 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
13.8KNew |
$487K - $536K
|
13.8K
$600K
|
|
|
Feb 06, 2024
Q4 2023
|
Ifrah Financial Services, Inc.
|
BUY
|
- |
10.2KNew |
$361K - $398K
|
10.2K
$445K
|
|
|
Feb 09, 2024
Q4 2023
|
Hrt Financial LP
New York, NY |
BUY
|
- |
8.37KNew |
$296K - $326K
|
8.37K
$364K
|
|
|
Feb 14, 2024
Q4 2023
|
Old Mission Capital LLC
|
BUY
|
- |
6.19KNew |
$219K - $241K
|
6.19K
$269K
|
|
|
Jan 23, 2024
Q4 2023
|
Beacon Financial Advisory LLC
|
BUY
|
- |
5.5KNew |
$194K - $214K
|
5.5K
$239K
|
|
|
Feb 08, 2024
Q4 2023
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
5.34KNew |
$189K - $208K
|
5.34K
$232K
|
|
|
May 15, 2024
Q4 2023
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
2.19KNew |
$77.3K - $85.1K
|
2.19K
$95.2K
|
|
|
Jan 18, 2024
Q4 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
1.36K+ 8.51% |
$48.2K - $53K
|
17.4K
$757K
|
|
|
Jan 17, 2024
Q4 2023
|
Keystone Wealth Services, LLC
|
BUY
|
- |
1.1K+ 12.19% |
$38.9K - $42.8K
|
10.1K
$441K
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
971+ 55.77% |
$34.3K - $37.8K
|
2.71K
$118K
|
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
600New |
$21.2K - $23.3K
|
600
$26.1K
|
|
|
Feb 14, 2024
Q4 2023
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
404New |
$14.3K - $15.7K
|
404
$17.6K
|
|
|
Feb 14, 2024
Q4 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
100New |
$3.54K - $3.89K
|
100
$4.35K
|
|
| Q3 2023 | |||||||
|
Nov 14, 2023
Q3 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
8.83KNew |
$321K - $341K
|
8.83K
$384K
|
|
|
Nov 13, 2023
Q3 2023
|
Share Andrew L.
Manchester, NH |
BUY
|
- |
6.23KNew |
$226K - $241K
|
6.23K
$271K
|
|
|
Dec 04, 2023
Q3 2023
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
237New |
$8.62K - $9.16K
|
237
$10.3K
|
|
| Q2 2023 | |||||||
|
Jul 27, 2023
Q2 2023
|
Gds Wealth Management
|
BUY
|
- |
74.5KNew |
$2.59M - $2.81M
|
74.5K
$3.24M
|
|
|
Oct 30, 2023
Q2 2023
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
PUT |
17.2KNew |
$597K - $649K
|
17.2K
$748K
|
|
|
Aug 15, 2023
Q2 2023
|
Gts Securities LLC
New York, NY |
BUY
|
- |
10.4KNew |
$363K - $394K
|
10.4K
$454K
|
|
|
Jul 26, 2023
Q2 2023
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
5.25KNew |
$182K - $198K
|
5.25K
$229K
|
|
|
Aug 16, 2023
Q2 2023
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
1.6KNew |
$55.6K - $60.4K
|
1.6K
$69.6K
|
|
|
Aug 14, 2023
Q2 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
746New |
$25.9K - $28.2K
|
746
$32.5K
|
|
|
Aug 01, 2023
Q2 2023
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
278New |
$9.66K - $10.5K
|
278
$12.1K
|
|
| Q1 2023 | |||||||
|
Apr 28, 2023
Q1 2023
|
Allen Capital Group, LLC
|
BUY
|
- |
227KNew |
$7.46M - $8.04M
|
227K
$9.88M
|
|
|
Apr 06, 2023
Q1 2023
|
Sterling Manor Financial, LLC
|
BUY
|
- |
22.4K+ 94.42% |
$735K - $793K
|
46.1K
$2.01M
|
|
|
Apr 21, 2023
Q1 2023
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
BUY
|
- |
8.4K+ 1.7% |
$276K - $297K
|
501K
$21.8M
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
54.1KNew |
$1.67M - $1.86M
|
54.1K
$2.36M
|
|
|
Feb 13, 2023
Q4 2022
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
BUY
|
- |
18.4KNew |
$568K - $631K
|
18.4K
$802K
|
|
|
Feb 13, 2023
Q4 2022
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
11.6KNew |
$359K - $399K
|
11.6K
$507K
|
|
|
Feb 27, 2023
Q4 2022
|
Gallagher Benefit Services, Inc.
Rolling Meadows, IL |
BUY
|
- |
8.72KNew |
$268K - $299K
|
8.72K
$379K
|
|
|
Feb 14, 2023
Q4 2022
|
F3 Logic, LLC
|
BUY
|
- |
8.72KNew |
$268K - $299K
|
8.72K
$379K
|
|
|
Oct 27, 2023
Q4 2022
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
- |
8.6KNew |
$265K - $295K
|
8.6K
$374K
|
|
|
Feb 07, 2023
Q4 2022
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
6.23KNew |
$192K - $213K
|
6.23K
$271K
|
|
|
Feb 14, 2023
Q4 2022
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
5.68K+ 61.26% |
$175K - $195K
|
14.9K
$651K
|
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
706New |
$21.7K - $24.2K
|
706
$30.7K
|
|
|
Feb 03, 2023
Q4 2022
|
Tradition Wealth Management, LLC
|
BUY
|
- |
304New |
$9.36K - $10.4K
|
304
$13.2K
|
|
|
Jan 27, 2023
Q4 2022
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
139New |
$4.28K - $4.76K
|
139
$6.05K
|
|
|
Jan 26, 2023
Q4 2022
|
Accel Wealth Management
|
BUY
|
- |
50New |
$1.54K - $1.71K
|
50
$2.18K
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
7.87KNew |
$243K - $269K
|
7.87K
$343K
|
|
| Q2 2022 | |||||||
|
Jul 26, 2022
Q2 2022
|
Bouchey Financial Group LTD
|
BUY
|
- |
64.2KNew |
$1.98M - $2.26M
|
64.2K
$2.79M
|
|
|
Jul 14, 2022
Q2 2022
|
Strategic Asset Management, LLC
|
BUY
|
- |
620+ 15.68% |
$19.1K - $21.8K
|
4.58K
$199K
|
|
|
Aug 08, 2022
Q2 2022
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
583+ 8.22% |
$18K - $20.5K
|
7.67K
$334K
|
|
|
Aug 15, 2022
Q2 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
200New |
$6.16K - $7.04K
|
200
$8.71K
|
|
|
Jul 29, 2022
Q2 2022
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
78New |
$2.4K - $2.75K
|
78
$3.4K
|
|
| Q1 2022 | |||||||
|
May 09, 2022
Q1 2022
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
44.7KNew |
$1.48M - $1.6M
|
44.7K
$1.95M
|
|
| Q4 2021 | |||||||
|
Feb 09, 2022
Q4 2021
|
1 St Source Bank
|
BUY
|
- |
7.25KNew |
$249K - $259K
|
7.25K
$316K
|
|
| Q2 2021 | |||||||
|
Aug 16, 2021
Q2 2021
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
540KNew |
$17.8M - $18.3M
|
540K
$23.5M
|
|
| Q4 2020 | |||||||
|
Mar 22, 2023
Q4 2020
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
51.6K+ 572.12% |
$1.48M - $1.63M
|
60.6K
$2.64M
|
|