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 135 institutions that hold shares in the stock, with a total of 4.46 Million shares, which have been reported (via 13F filing form) to have a value of $215 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Envestnet Asset Management Inc
|
Nov 04, 2025 Q3 2025 |
365,585
shares
|
$17.6 Million
0.01% of portfolio
|
Q3 2025
Reduced 49.0%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Nov 14, 2025 Q3 2025 |
346,833
shares
|
$16.7 Million
0.01% of portfolio
|
Q3 2025
Reduced 42.51%
|
|
|
Assetmark, Inc
|
Jan 23, 2026 Q4 2025 |
264,638
shares
|
$12.7 Million
0.03% of portfolio
|
Q4 2025
Added 13.42%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 14, 2025 Q3 2025 |
246,375
shares
|
$11.9 Million
0.01% of portfolio
|
Q3 2025
Reduced 49.15%
|
|
|
Bleakley Financial Group, LLC
Fairfield, NJ |
Nov 10, 2025 Q3 2025 |
238,148
shares
|
$11.5 Million
0.26% of portfolio
|
Q3 2025
Reduced 7.59%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
186,436
shares
|
$8.97 Million
0.01% of portfolio
|
Q3 2025
Reduced 0.98%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 12, 2025 Q3 2025 |
174,512
shares
|
$8.4 Million
0.0% of portfolio
|
Q3 2025
Added 15.52%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
131,820
shares
|
$6.34 Million
0.01% of portfolio
|
Q3 2024
Added 0.19%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 22, 2025 Q3 2025 |
129,831
shares
|
$6.25 Million
0.01% of portfolio
|
Q3 2025
Reduced 10.7%
|
|
|
Cwm, LLC
|
Jan 26, 2026 Q4 2025 |
117,238
shares
|
$5.64 Million
0.02% of portfolio
|
Q4 2025
Added 25.22%
|
|
|
Bam Wealth Management, LLC
Lakewood, CO |
Jan 20, 2026 Q4 2025 |
104,500
shares
|
$5.03 Million
3.7% of portfolio
|
Q4 2025
New holding
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Nov 14, 2025 Q3 2025 |
87,146
shares
|
$4.19 Million
0.12% of portfolio
|
Q3 2025
Added 4.47%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2025 Q3 2025 |
86,866
shares
|
$4.18 Million
0.02% of portfolio
|
Q3 2025
Reduced 8.61%
|
|
|
Soa Wealth Advisors, Llc.
|
Jan 20, 2026 Q4 2025 |
85,344
shares
|
$4.11 Million
0.43% of portfolio
|
Q4 2025
Reduced 2.05%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Jan 30, 2026 Q4 2025 |
83,553
shares
|
$4.02 Million
0.12% of portfolio
|
Q4 2025
New holding
|
|
|
Reap Financial Group, LLC
Austin, TX |
Nov 05, 2025 Q3 2025 |
80,007
shares
|
$3.85 Million
0.83% of portfolio
|
Q3 2025
Reduced 3.26%
|
|
|
Valtinson Bruner Financial Planning LLC
|
Nov 04, 2025 Q3 2025 |
74,084
shares
|
$3.56 Million
1.29% of portfolio
|
Q3 2025
Reduced 1.34%
|
|
|
Acorn Financial Advisory Services Inc
|
Oct 24, 2025 Q3 2025 |
72,875
shares
|
$3.51 Million
0.64% of portfolio
|
Q3 2025
Reduced 0.12%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
72,296
shares
|
$3.48 Million
0.0% of portfolio
|
Q3 2024
Reduced 3.24%
|
|
|
Leigh Baldwin & Co., LLC
Cazenovia, NY |
Nov 13, 2025 Q3 2025 |
64,713
shares
|
$3.11 Million
0.3% of portfolio
|
Q3 2025
Reduced 80.27%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 14, 2025 Q3 2025 |
59,833
shares
|
$2.88 Million
0.01% of portfolio
|
Q3 2025
Reduced 20.83%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2025 Q3 2025 |
57,959
shares
|
$2.79 Million
0.0% of portfolio
|
Q2 2025
Reduced 18.69%
|
|
|
Family Wealth Group, LLC
Lexington, KY |
Jan 28, 2026 Q4 2025 |
50,952
shares
|
$2.45 Million
2.14% of portfolio
|
Q4 2025
Added 55.52%
|
|
|
Old Mission Capital LLC
|
Nov 14, 2025 Q3 2025 |
44,426
shares
|
$2.14 Million
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Truist Financial Corp
|
Nov 03, 2025 Q3 2025 |
40,313
shares
|
$1.94 Million
0.0% of portfolio
|
Q3 2025
Reduced 0.3%
|
|