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 |
|---|---|---|---|---|---|
|
Octavia Wealth Advisors, LLC
|
Oct 10, 2024 Q3 2024 |
11,049
shares
|
$467,151
0.06% of portfolio
|
Q4 2023
Added 8.13%
|
|
|
Keystone Wealth Services, LLC
|
Oct 15, 2024 Q3 2024 |
10,127
shares
|
$428,169
0.13% of portfolio
|
Q4 2023
Added 12.19%
|
|
|
Archer Investment Corp
|
Aug 02, 2024 Q2 2024 |
9,785
shares
|
$413,709
0.12% of portfolio
|
Q2 2023
Reduced 21.15%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Aug 08, 2024 Q2 2024 |
9,595
shares
|
$405,676
0.04% of portfolio
|
Q1 2024
Reduced 13.24%
|
|
|
Mariner, LLC
Overland Park, KS |
Aug 13, 2024 Q2 2024 |
9,462
shares
|
$400,053
0.0% of portfolio
|
Q4 2023
Reduced 0.55%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 09, 2024 Q2 2024 |
9,247
shares
|
$390,963
0.0% of portfolio
|
Q2 2024
Reduced 32.14%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
9,020
shares
|
$381,365
0.01% of portfolio
|
Q4 2020
Added 572.12%
|
|
|
Family Wealth Group, LLC
Lexington, KY |
Aug 14, 2024 Q2 2024 |
8,971
shares
|
$379,293
0.4% of portfolio
|
Q2 2024
Reduced 0.84%
|
|
|
F3 Logic, LLC
|
Feb 14, 2023 Q4 2022 |
8,717
shares
|
$368,554
0.06% of portfolio
|
Q4 2022
New holding
|
|
|
Gallagher Benefit Services, Inc.
Rolling Meadows, IL |
Feb 27, 2023 Q4 2022 |
8,717
shares
|
$368,554
0.06% of portfolio
|
Q4 2022
New holding
|
|
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
Aug 14, 2024 Q2 2024 |
8,692
shares
|
$367,497
0.08% of portfolio
|
Q2 2024
Reduced 0.29%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Oct 15, 2024 Q3 2024 |
8,612
shares
|
$364,115
0.03% of portfolio
|
Q3 2024
Reduced 1.52%
|
|
|
Gerber Kawasaki Wealth & Investment Management
|
Aug 13, 2024 Q2 2024 |
8,370
shares
|
$353,883
0.02% of portfolio
|
Q2 2024
Added 9.48%
|
|
|
J.W. Cole Advisors, Inc.
|
Oct 24, 2024 Q3 2024 |
8,223
shares
|
$347,668
0.01% of portfolio
|
Q3 2024
Added 2.37%
|
|
|
Meridian Wealth Management, LLC
|
Aug 08, 2024 Q2 2024 |
7,983
shares
|
$337,521
0.04% of portfolio
|
Q2 2024
New holding
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Aug 12, 2024 Q2 2024 |
7,861
shares
|
$332,363
0.0% of portfolio
|
Q2 2024
Reduced 15.12%
|
|
|
Blue Bell Private Wealth Management, LLC
|
Oct 28, 2024 Q3 2024 |
7,432
shares
|
$314,224
0.06% of portfolio
|
Q3 2024
Reduced 3.74%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Oct 25, 2024 Q3 2024 |
7,238
shares
|
$306,022
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
7,090
shares
|
$299,765
0.02% of portfolio
|
Q4 2022
Reduced 66.59%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Aug 12, 2024 Q2 2024 |
7,047
shares
|
$297,947
0.0% of portfolio
|
Q2 2024
Reduced 66.79%
|
|
|
Arbor Capital Management Inc
Anchorage, AK |
Aug 06, 2024 Q2 2024 |
6,947
shares
|
$293,719
0.26% of portfolio
|
Q1 2024
Reduced 0.8%
|
|
|
Wealth Trust Asset Management, LLC
Destin, FL |
Aug 12, 2024 Q2 2024 |
6,907
shares
|
$292,027
0.21% of portfolio
|
Q4 2023
Reduced 9.97%
|
|
|
Janney Montgomery Scott LLC
|
Oct 29, 2024 Q3 2024 |
6,815
shares
|
$288,138
0.0% of portfolio
|
Q3 2024
Reduced 1.16%
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Aug 14, 2024 Q2 2024 |
6,730
shares
|
$284,544
0.05% of portfolio
|
Q1 2024
New holding
|
|
|
Prosperity Consulting Group, LLC
|
Oct 15, 2024 Q3 2024 |
6,571
shares
|
$277,821
0.02% of portfolio
|
Q3 2024
New holding
|