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 |
|---|---|---|---|---|---|
|
Meridian Wealth Management, LLC
|
Nov 04, 2025 Q3 2025 |
7,983
shares
|
$384,141
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
7,820
shares
|
$376,298
0.0% of portfolio
|
Q1 2025
Reduced 6.93%
|
|
|
Prosperity Consulting Group, LLC
|
Nov 14, 2025 Q3 2025 |
7,461
shares
|
$359,023
0.02% of portfolio
|
Q3 2025
Reduced 4.55%
|
|
|
Gerber Kawasaki Wealth & Investment Management
|
Nov 12, 2025 Q3 2025 |
7,445
shares
|
$358,253
0.01% of portfolio
|
Q3 2025
Reduced 1.46%
|
|
|
J.W. Cole Advisors, Inc.
|
Nov 04, 2025 Q3 2025 |
7,246
shares
|
$348,677
0.01% of portfolio
|
Q3 2025
Reduced 11.88%
|
|
|
Park Avenue Securities LLC
|
Oct 23, 2025 Q3 2025 |
7,186
shares
|
$345,790
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
7,090
shares
|
$341,170
0.02% of portfolio
|
Q4 2022
Reduced 66.59%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Nov 13, 2025 Q3 2025 |
6,761
shares
|
$325,339
0.0% of portfolio
|
Q3 2024
Reduced 13.99%
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Nov 14, 2025 Q3 2025 |
6,730
shares
|
$323,847
0.04% of portfolio
|
Q1 2024
New holding
|
|
|
Foundations Investment Advisors, LLC
|
Nov 03, 2025 Q3 2025 |
6,598
shares
|
$317,495
0.0% of portfolio
|
Q3 2025
Reduced 20.6%
|
|
|
Signature Estate & Investment Advisors LLC
|
Nov 05, 2025 Q3 2025 |
6,363
shares
|
$306,187
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
6,290
shares
|
$302,674
0.0% of portfolio
|
Q4 2024
Reduced 17.98%
|
|
|
Share Andrew L.
Manchester, NH |
Nov 05, 2025 Q3 2025 |
6,229
shares
|
$299,739
0.27% of portfolio
|
Q3 2023
New holding
|
|
|
Thoroughbred Financial Services, LLC
|
Nov 10, 2025 Q3 2025 |
6,228
shares
|
$299,691
0.02% of portfolio
|
Q4 2022
New holding
|
|
|
Prospera Financial Services Inc
|
Nov 06, 2025 Q3 2025 |
6,093
shares
|
$293,195
0.01% of portfolio
|
Q3 2025
Reduced 0.73%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Oct 23, 2025 Q3 2025 |
5,945
shares
|
$286,073
0.02% of portfolio
|
Q2 2025
Reduced 34.27%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 06, 2025 Q3 2025 |
5,943
shares
|
$285,977
0.0% of portfolio
|
Q1 2025
Reduced 11.55%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Nov 14, 2025 Q3 2025 |
5,847
shares
|
$281,357
0.0% of portfolio
|
Q1 2025
Added 7.94%
|
|
|
Dhjj Financial Advisors, Ltd.
|
Oct 20, 2025 Q3 2025 |
5,647
shares
|
$271,733
0.1% of portfolio
|
Q3 2025
Reduced 0.53%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 14, 2025 Q3 2025 |
5,501
shares
|
$264,708
0.0% of portfolio
|
Q3 2025
Reduced 42.64%
|
|
|
Beacon Financial Advisory LLC
|
Oct 29, 2025 Q3 2025 |
5,500
shares
|
$264,660
0.07% of portfolio
|
Q3 2025
Reduced 47.62%
|
|
|
Wood Tarver Financial Group, LLC
Boise, ID |
Nov 13, 2025 Q3 2025 |
5,246
shares
|
$252,437
0.07% of portfolio
|
Q2 2025
Added 18.15%
|
|
|
Legacy Solutions, LLC
Kennett Square, PA |
Oct 09, 2025 Q3 2025 |
5,244
shares
|
$252,341
0.22% of portfolio
|
Q4 2024
New holding
|
|
|
Centaurus Financial, Inc.
|
Nov 20, 2025 Q3 2025 |
5,220
shares
|
$251,186
0.01% of portfolio
|
Q3 2025
Reduced 60.21%
|
|
|
Fortress Private Ledger, LLC
Raleigh, NC |
Nov 12, 2025 Q3 2025 |
4,980
shares
|
$239,637
0.09% of portfolio
|
Q4 2024
New holding
|
|