Purchases and Sales Made in Q4 2023 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 Q4 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Jan 18, 2024
Q4 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
1.36K+ 8.51% |
$48.2K - $53K
|
17.4K
$735K
|
|
|
Jan 17, 2024
Q4 2023
|
Keystone Wealth Services, LLC
|
BUY
|
- |
1.1K+ 12.19% |
$38.9K - $42.8K
|
10.1K
$428K
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
971+ 55.77% |
$34.3K - $37.8K
|
2.71K
$115K
|
|
|
Jan 29, 2024
Q4 2023
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
855+ 13.84% |
$30.2K - $33.3K
|
7.03K
$297K
|
|
|
Feb 07, 2024
Q4 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
835+ 5.86% |
$29.5K - $32.5K
|
15.1K
$637K
|
|
|
Jan 30, 2024
Q4 2023
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
831+ 8.13% |
$29.4K - $32.3K
|
11K
$467K
|
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
600New |
$21.2K - $23.3K
|
600
$25.4K
|
|
|
Feb 14, 2024
Q4 2023
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
411+ 2.53% |
$14.5K - $16K
|
16.7K
$705K
|
|
|
Feb 14, 2024
Q4 2023
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
404New |
$14.3K - $15.7K
|
404
$17.1K
|
|
|
Feb 14, 2024
Q4 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
350+ 21.88% |
$12.4K - $13.6K
|
1.95K
$82.4K
|
|
|
Feb 14, 2024
Q4 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
100New |
$3.54K - $3.89K
|
100
$4.23K
|
|
|
Feb 14, 2024
Q4 2023
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-52- 0.55% |
$1.84K - $2.02K
|
9.46K
$400K
|
|
|
Feb 15, 2024
Q4 2023
|
Townsquare Capital LLC
|
SELL
|
- |
-352- 2.91% |
$12.4K - $13.7K
|
11.7K
$497K
|
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-356- 2.78% |
$12.6K - $13.9K
|
12.4K
$526K
|
|
|
Feb 09, 2024
Q4 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-514- 9.03% |
$18.2K - $20K
|
5.18K
$219K
|
|
|
Feb 06, 2024
Q4 2023
|
Valtinson Bruner Financial Planning LLC
|
SELL
|
- |
-528- 0.64% |
$18.7K - $20.5K
|
81.5K
$3.44M
|
|
|
Feb 08, 2024
Q4 2023
|
Wealth Trust Asset Management, LLC
Destin, FL |
SELL
|
- |
-765- 9.97% |
$27K - $29.8K
|
6.91K
$292K
|
|
|
Feb 05, 2024
Q4 2023
|
Pitti Group Wealth Management, LLC
|
SELL
|
- |
-790- 5.8% |
$27.9K - $30.7K
|
12.8K
$543K
|
|
|
Feb 07, 2024
Q4 2023
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-1.9K- 5.12% |
$67.2K - $73.9K
|
35.2K
$1.49M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-2.03K- 18.57% |
$71.8K - $79K
|
8.9K
$376K
|
|
|
Feb 08, 2024
Q4 2023
|
Fsb Premier Wealth Management, Inc.
|
SELL
|
- |
-2.11K- 6.5% |
$74.6K - $82.1K
|
30.4K
$1.28M
|
|
|
Feb 02, 2024
Q4 2023
|
Truist Financial Corp
|
SELL
|
- |
-2.9K- 5.41% |
$102K - $113K
|
50.7K
$2.14M
|
|
|
Feb 07, 2024
Q4 2023
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-3.17K- 24.1% |
$112K - $123K
|
9.99K
$422K
|
|
|
Jan 12, 2024
Q4 2023
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
SELL
|
- |
-6.55K- 38.7% |
$231K - $255K
|
10.4K
$439K
|
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-8.31K- 17.97% |
$294K - $323K
|
37.9K
$1.6M
|
|
|
Feb 14, 2024
Q4 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-10.2K- 52.75% |
$361K - $397K
|
9.14K
$387K
|
|
|
Feb 08, 2024
Q4 2023
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-10.5K- 58.07% |
$370K - $407K
|
7.56K
$320K
|
|
|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-16.7K- 45.64% |
$589K - $649K
|
19.9K
$840K
|
|
|
Feb 14, 2024
Q4 2023
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-25.6K- 52.77% |
$903K - $994K
|
22.9K
$967K
|
|
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-29.8K- 31.55% |
$1.05M - $1.16M
|
64.7K
$2.74M
|