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 134 institutions that hold shares in the stock, with a total of 5.89 Million shares, which have been reported (via 13F filing form) to have a value of $246 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Thoroughbred Financial Services, LLC
|
Feb 12, 2025 Q4 2024 |
6,228
shares
|
$259,769
0.02% of portfolio
|
Q4 2022
New holding
|
|
|
Orion Portfolio Solutions, LLC
|
Feb 12, 2025 Q4 2024 |
5,948
shares
|
$248,091
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Dhjj Financial Advisors, Ltd.
|
Jan 29, 2025 Q4 2024 |
5,667
shares
|
$236,370
0.11% of portfolio
|
Q4 2024
Reduced 1.99%
|
|
|
Beacon Financial Advisory LLC
|
Jan 27, 2025 Q4 2024 |
5,500
shares
|
$229,405
0.08% of portfolio
|
Q4 2023
New holding
|
|
|
Range Financial Group LLC
|
Jan 07, 2025 Q4 2024 |
5,483
shares
|
$228,695
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Feb 13, 2025 Q4 2024 |
5,417
shares
|
$225,943
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Legacy Solutions, LLC
Kennett Square, PA |
Jan 31, 2025 Q4 2024 |
5,244
shares
|
$218,727
0.24% of portfolio
|
Q4 2024
New holding
|
|
|
Fortress Private Ledger, LLC
Raleigh, NC |
Feb 14, 2025 Q4 2024 |
4,980
shares
|
$207,715
0.13% of portfolio
|
Q4 2024
New holding
|
|
|
Transcend Capital Advisors, LLC
|
Feb 03, 2025 Q4 2024 |
4,900
shares
|
$204,379
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Strategic Asset Management, LLC
|
Nov 01, 2022 Q3 2022 |
4,575
shares
|
$190,823
0.24% of portfolio
|
Q2 2022
Added 15.68%
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Feb 13, 2025 Q4 2024 |
2,680
shares
|
$111,782
0.0% of portfolio
|
Q4 2024
Added 13.56%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Feb 18, 2025 Q4 2024 |
2,497
shares
|
$104,149
0.01% of portfolio
|
Q4 2024
Added 23.37%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Feb 14, 2025 Q4 2024 |
2,489
shares
|
$103,816
0.0% of portfolio
|
Q4 2024
Added 19.66%
|
|
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
Jan 29, 2025 Q4 2024 |
2,160
shares
|
$90,093
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Private Trust CO Na
|
Feb 05, 2025 Q4 2024 |
1,917
shares
|
$79,958
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Wood Tarver Financial Group, LLC
Boise, ID |
Mar 06, 2025 Q4 2024 |
1,811
shares
|
$75,536
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Feb 13, 2025 Q4 2024 |
1,452
shares
|
$60,562
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Wells Fargo & Company
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
1,235
shares
|
$51,511
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Financial Network Wealth Advisors LLC
Murray, UT |
Feb 13, 2025 Q4 2024 |
1,162
shares
|
$48,467
0.09% of portfolio
|
Q4 2024
Reduced 47.66%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Feb 12, 2025 Q4 2024 |
1,142
shares
|
$47,632
0.0% of portfolio
|
Q4 2024
Reduced 92.72%
|
|
|
Larson Financial Group LLC
|
Feb 07, 2025 Q4 2024 |
1,060
shares
|
$44,212
0.0% of portfolio
|
Q1 2024
Reduced 42.73%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Jan 30, 2025 Q4 2024 |
767
shares
|
$31,991
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Bank Of America Corp
Charlotte, NC |
Feb 14, 2025 Q4 2024 |
746
shares
|
$31,115
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
740
shares
|
$30,865
0.0% of portfolio
|
Q4 2024
Reduced 84.09%
|
|
|
Capital Investment Advisory Services, LLC
|
Jan 23, 2025 Q4 2024 |
629
shares
|
$26,235
0.0% of portfolio
|
Q4 2024
Reduced 0.16%
|