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 129 institutions that hold shares in the stock, with a total of 5.65 Million shares, which have been reported (via 13F filing form) to have a value of $245 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Envestnet Asset Management Inc
|
Feb 12, 2025 Q4 2024 |
562,913
shares
|
$24.4 Million
0.01% of portfolio
|
Q4 2024
Added 684.18%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
530,741
shares
|
$23.1 Million
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Feb 13, 2025 Q4 2024 |
455,252
shares
|
$19.8 Million
0.04% of portfolio
|
Q4 2024
Added 497.78%
|
|
|
Le Clair Wealth Partners LLC
Dublin, OH |
Feb 14, 2025 Q4 2024 |
285,025
shares
|
$12.4 Million
8.1% of portfolio
|
Q4 2024
New holding
|
|
|
Leigh Baldwin & Co., LLC
Cazenovia, NY |
Feb 14, 2025 Q4 2024 |
272,832
shares
|
$11.8 Million
0.24% of portfolio
|
Q4 2024
New holding
|
|
|
Bleakley Financial Group, LLC
Fairfield, NJ |
Jan 27, 2025 Q4 2024 |
270,666
shares
|
$11.8 Million
0.35% of portfolio
|
Q4 2024
New holding
|
|
|
Cwm, LLC
|
Feb 04, 2025 Q4 2024 |
188,752
shares
|
$8.2 Million
0.03% of portfolio
|
Q4 2024
Added 135.47%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
180,388
shares
|
$7.83 Million
0.26% of portfolio
|
Q4 2024
Added 2915.51%
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
162,340
shares
|
$7.05 Million
0.01% of portfolio
|
Q4 2024
Added 58.5%
|
|
|
Wealth Plan Investment Management, LLC
Omaha, NE |
Jan 30, 2025 Q4 2024 |
156,445
shares
|
$6.79 Million
0.71% of portfolio
|
Q4 2024
New holding
|
|
|
Mc Carthy & Cox
Marysville, OH |
Jan 16, 2025 Q4 2024 |
144,387
shares
|
$6.27 Million
2.14% of portfolio
|
Q4 2024
Added 5.22%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
131,820
shares
|
$5.72 Million
0.01% of portfolio
|
Q3 2024
Added 0.19%
|
|
|
Assetmark, Inc
|
Feb 06, 2025 Q4 2024 |
111,208
shares
|
$4.83 Million
0.01% of portfolio
|
Q4 2024
Added 56.91%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
106,491
shares
|
$4.62 Million
0.01% of portfolio
|
Q4 2024
Added 6.7%
|
|
|
Kestra Advisory Services, LLC
|
Feb 10, 2025 Q4 2024 |
99,600
shares
|
$4.33 Million
0.02% of portfolio
|
Q4 2024
Added 60.4%
|
|
|
Wealth Plan Partners, LLC
Omaha, NE |
Jan 30, 2025 Q4 2024 |
89,956
shares
|
$3.91 Million
0.54% of portfolio
|
Q4 2024
New holding
|
|
|
Soa Wealth Advisors, Llc.
|
Feb 06, 2025 Q4 2024 |
88,132
shares
|
$3.83 Million
0.71% of portfolio
|
Q4 2024
Reduced 0.91%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Feb 14, 2025 Q4 2024 |
79,651
shares
|
$3.46 Million
0.13% of portfolio
|
Q4 2024
Added 498.12%
|
|
|
Acorn Financial Advisory Services Inc
|
Feb 14, 2025 Q4 2024 |
77,548
shares
|
$3.37 Million
0.63% of portfolio
|
Q4 2024
New holding
|
|
|
Valtinson Bruner Financial Planning LLC
|
Feb 10, 2025 Q4 2024 |
76,729
shares
|
$3.33 Million
1.35% of portfolio
|
Q4 2024
Reduced 2.53%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
72,361
shares
|
$3.14 Million
0.0% of portfolio
|
Q4 2024
Added 28.29%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
72,296
shares
|
$3.14 Million
0.0% of portfolio
|
Q3 2024
Reduced 3.24%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Feb 13, 2025 Q4 2024 |
64,622
shares
|
$2.81 Million
0.01% of portfolio
|
Q4 2024
Added 149.51%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
61,875
shares
|
$2.69 Million
0.0% of portfolio
|
Q4 2024
Added 16.27%
|
|
|
Stephens Inc
|
Jan 28, 2025 Q4 2024 |
60,014
shares
|
$2.61 Million
0.04% of portfolio
|
Q4 2024
Added 28.02%
|