Institutional Ownership First Tr Ex Trad Fd Viii Cboe (FOCT)
This table provides information about the institutional ownership of First Tr Ex Trad Fd Viii Cboe (FOCT). We have compiled data on the 100 institutions that hold shares in the stock, with a total of 2.69 Million shares, which have been reported (via 13F filing form) to have a value of $114 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
Aug 01, 2024 Q2 2024 |
156,369
shares
|
$6.61 Million
1.71% of portfolio
|
Q2 2024
New holding
|
|
|
Envestnet Asset Management Inc
|
Aug 08, 2024 Q2 2024 |
152,284
shares
|
$6.44 Million
0.0% of portfolio
|
Q2 2024
Added 8.26%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 22, 2024 Q2 2024 |
151,858
shares
|
$6.42 Million
0.01% of portfolio
|
Q2 2024
Reduced 0.33%
|
|
|
Mc Carthy & Cox
Marysville, OH |
Oct 10, 2024 Q3 2024 |
137,225
shares
|
$5.8 Million
2.22% of portfolio
|
Q1 2024
New holding
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
131,820
shares
|
$5.57 Million
0.01% of portfolio
|
Q3 2024
Added 0.19%
|
|
|
Prospera Financial Services Inc
|
Aug 13, 2024 Q2 2024 |
124,062
shares
|
$5.25 Million
0.15% of portfolio
|
Q1 2024
Reduced 0.5%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2024 Q2 2024 |
107,972
shares
|
$4.57 Million
0.01% of portfolio
|
Q2 2024
Reduced 51.86%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
102,425
shares
|
$4.33 Million
0.01% of portfolio
|
Q3 2024
Reduced 58.67%
|
|
|
Soa Wealth Advisors, Llc.
|
Oct 08, 2024 Q3 2024 |
88,937
shares
|
$3.76 Million
0.73% of portfolio
|
Q3 2024
Reduced 0.08%
|
|
|
Cwm, LLC
|
Oct 08, 2024 Q3 2024 |
80,158
shares
|
$3.39 Million
0.01% of portfolio
|
Q3 2024
Reduced 65.91%
|
|
|
Valtinson Bruner Financial Planning LLC
|
Aug 05, 2024 Q2 2024 |
78,891
shares
|
$3.34 Million
1.76% of portfolio
|
Q2 2024
Reduced 3.1%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
72,296
shares
|
$3.06 Million
0.0% of portfolio
|
Q3 2024
Reduced 3.24%
|
|
|
E Rn Financial, LLC
|
Oct 15, 2024 Q3 2024 |
66,372
shares
|
$2.81 Million
0.43% of portfolio
|
Q3 2024
Reduced 9.36%
|
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2024 Q2 2024 |
65,698
shares
|
$2.78 Million
0.02% of portfolio
|
Q2 2024
Reduced 8.85%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2024 Q2 2024 |
61,220
shares
|
$2.59 Million
0.0% of portfolio
|
Q2 2024
Reduced 20.97%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 07, 2024 Q2 2024 |
54,049
shares
|
$2.29 Million
0.0% of portfolio
|
Q2 2024
Reduced 2.62%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Aug 02, 2024 Q2 2024 |
47,944
shares
|
$2.03 Million
0.03% of portfolio
|
Q2 2024
Added 5.26%
|
|
|
Stephens Inc
|
Oct 28, 2024 Q3 2024 |
46,880
shares
|
$1.98 Million
0.03% of portfolio
|
Q3 2024
Reduced 52.33%
|
|
|
Ae Wealth Management LLC
|
Aug 12, 2024 Q2 2024 |
40,436
shares
|
$1.71 Million
0.02% of portfolio
|
Q2 2024
Reduced 13.52%
|
|
|
Prw Wealth Management LLC
|
Nov 01, 2023 Q3 2023 |
39,816
shares
|
$1.68 Million
0.55% of portfolio
|
Q3 2023
Reduced 93.01%
|
|
|
Fragasso Group Inc.
Pittsburgh, PA |
Oct 07, 2024 Q3 2024 |
39,184
shares
|
$1.66 Million
0.13% of portfolio
|
Q3 2024
Reduced 0.01%
|
|
|
Truist Financial Corp
|
Aug 20, 2024 Q2 2024 |
37,843
shares
|
$1.6 Million
0.0% of portfolio
|
Q2 2024
Added 2.73%
|
|
|
Mc Kinley Carter Wealth Services, Inc.
|
Oct 15, 2024 Q3 2024 |
36,815
shares
|
$1.56 Million
0.1% of portfolio
|
Q3 2024
Reduced 0.86%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
30,654
shares
|
$1.3 Million
0.0% of portfolio
|
Q3 2024
Reduced 14.81%
|
|
|
Brookstone Capital Management
|
Oct 08, 2024 Q3 2024 |
28,804
shares
|
$1.22 Million
0.02% of portfolio
|
Q2 2024
Reduced 0.21%
|