Purchases and Sales Made in Q1 2024 in 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) during Q1 2024. The information is specifically focused on institutions that hold shares of FIRST TR EX-TRAD FD VIII CBOE .
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 23, 2024
Q1 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-1.43K- 6.53% |
$55.1K - $58K
|
20.4K
$864K
|
|
|
May 08, 2024
Q1 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-1.45K- 9.61% |
$55.9K - $58.8K
|
13.6K
$576K
|
|
|
Apr 15, 2024
Q1 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-1.58K- 36.48% |
$60.7K - $63.9K
|
2.74K
$116K
|
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-2.02K- 0.68% |
$77.8K - $81.8K
|
293K
$12.4M
|
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
SELL
|
- |
-2.13K- 87.38% |
$82K - $86.3K
|
307
$13K
|
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-2.43K- 6.41% |
$93.7K - $98.6K
|
35.5K
$1.5M
|
|
|
Apr 17, 2024
Q1 2024
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
SELL
|
- |
-3.02K- 29.12% |
$116K - $123K
|
7.35K
$311K
|
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-3.53K- 20.59% |
$136K - $143K
|
13.6K
$576K
|
|
|
May 14, 2024
Q1 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-3.67K- 18.49% |
$142K - $149K
|
16.2K
$684K
|
|
|
Jul 22, 2024
Q1 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-4.23K- 10.37% |
$163K - $171K
|
36.5K
$1.54M
|
|
|
May 14, 2024
Q1 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-4.69K- 20.49% |
$181K - $190K
|
18.2K
$769K
|
|
|
May 07, 2024
Q1 2024
|
Beacon Financial Group
|
SELL
|
- |
-4.69K- 32.38% |
$181K - $190K
|
9.79K
$414K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-9.95K- 13.31% |
$384K - $404K
|
64.8K
$2.74M
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-13.3K- 13.45% |
$512K - $538K
|
85.4K
$3.61M
|
|
|
May 10, 2024
Q1 2024
|
Truist Financial Corp
|
SELL
|
- |
-13.8K- 27.29% |
$533K - $561K
|
36.8K
$1.56M
|
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-16.6K- 6.9% |
$641K - $675K
|
224K
$9.48M
|
|
|
May 15, 2024
Q1 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-18K- 27.78% |
$694K - $730K
|
46.8K
$1.98M
|
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-25.9K- 25.03% |
$997K - $1.05M
|
77.5K
$3.28M
|
|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
SELL
|
- |
-55.7K- 18.15% |
$2.15M - $2.26M
|
251K
$10.6M
|
|
|
May 01, 2024
Q1 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-82.1K- 91.69% |
$3.16M - $3.33M
|
7.44K
$315K
|