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 123 institutions that hold shares in the stock, with a total of 4.13 Million shares, which have been reported (via 13F filing form) to have a value of $199 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Insigneo Advisory Services, LLC
Miami, FL |
Nov 12, 2025 Q3 2025 |
38,708
shares
|
$1.86 Million
0.13% of portfolio
|
Q3 2025
Reduced 2.68%
|
|
|
Smart Wealth LLC
Omaha, NE |
Nov 07, 2025 Q3 2025 |
38,682
shares
|
$1.86 Million
0.69% of portfolio
|
Q3 2025
Reduced 4.62%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Nov 12, 2025 Q3 2025 |
36,386
shares
|
$1.75 Million
0.0% of portfolio
|
Q3 2025
Reduced 13.65%
|
|
|
Janney Montgomery Scott LLC
|
Oct 27, 2025 Q3 2025 |
36,162
shares
|
$1.74 Million
0.0% of portfolio
|
Q3 2025
Reduced 26.18%
|
|
|
Mc Kinley Carter Wealth Services, Inc.
|
Nov 03, 2025 Q3 2025 |
35,025
shares
|
$1.69 Million
0.09% of portfolio
|
Q3 2025
Reduced 0.23%
|
|
|
Family Wealth Group, LLC
Lexington, KY |
Oct 29, 2025 Q3 2025 |
32,762
shares
|
$1.58 Million
1.48% of portfolio
|
Q3 2025
Reduced 13.62%
|
|
|
Brookstone Capital Management
|
Oct 15, 2025 Q3 2025 |
29,531
shares
|
$1.42 Million
0.02% of portfolio
|
Q3 2025
Reduced 25.78%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 19, 2025 Q3 2025 |
28,137
shares
|
$1.35 Million
0.0% of portfolio
|
Q4 2024
Added 66.08%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Oct 23, 2025 Q3 2025 |
26,444
shares
|
$1.27 Million
0.06% of portfolio
|
Q3 2025
Added 152.52%
|
|
|
Founders Financial Securities LLC
|
Oct 15, 2025 Q3 2025 |
25,394
shares
|
$1.22 Million
0.09% of portfolio
|
Q3 2025
Added 24.23%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2025 Q3 2025 |
25,110
shares
|
$1.21 Million
0.0% of portfolio
|
Q3 2025
Reduced 6.6%
|
|
|
Lion Street Advisors, LLC
|
Nov 07, 2025 Q3 2025 |
22,071
shares
|
$1.06 Million
0.34% of portfolio
|
Q3 2025
New holding
|
|
|
Ae Wealth Management LLC
|
Nov 03, 2025 Q3 2025 |
18,821
shares
|
$905,666
0.01% of portfolio
|
Q3 2025
Reduced 6.81%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Oct 21, 2025 Q3 2025 |
17,383
shares
|
$836,469
0.07% of portfolio
|
Q3 2025
New holding
|
|
|
Kestra Private Wealth Services, LLC
|
Nov 14, 2025 Q3 2025 |
16,568
shares
|
$797,252
0.01% of portfolio
|
Q3 2025
Reduced 2.04%
|
|
|
Integrity Financial Corp
|
Nov 06, 2025 Q3 2025 |
16,076
shares
|
$773,577
0.41% of portfolio
|
Q3 2025
Reduced 6.89%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 12, 2025 Q3 2025 |
16,003
shares
|
$770,064
0.0% of portfolio
|
Q3 2025
Reduced 0.31%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Nov 06, 2025 Q3 2025 |
15,979
shares
|
$768,909
0.05% of portfolio
|
Q3 2025
Reduced 20.39%
|
|
|
Truadvice, LLC
Sarasota, FL |
Nov 13, 2023 Q3 2023 |
15,743
shares
|
$757,553
0.25% of portfolio
|
Q3 2021
Reduced 86.9%
|
|
|
Eqis Capital Management, Inc.
San Rafael, CA |
Nov 14, 2025 Q3 2025 |
15,740
shares
|
$757,408
0.21% of portfolio
|
Q3 2025
New holding
|
|
|
Tfb Advisors LLC
Overland Park, KS |
Nov 04, 2025 Q3 2025 |
15,484
shares
|
$745,090
0.22% of portfolio
|
Q3 2025
Reduced 1.93%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Oct 22, 2025 Q3 2025 |
14,901
shares
|
$717,036
0.03% of portfolio
|
Q3 2025
Added 3.11%
|
|
|
Keystone Wealth Services, LLC
|
Oct 22, 2025 Q3 2025 |
14,608
shares
|
$702,936
0.17% of portfolio
|
Q3 2025
Reduced 1.64%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Oct 30, 2025 Q3 2025 |
14,378
shares
|
$691,869
0.0% of portfolio
|
Q3 2025
Added 22.79%
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Nov 04, 2025 Q3 2025 |
13,008
shares
|
$625,944
0.02% of portfolio
|
Q3 2025
Reduced 1.76%
|
|