Purchases and Sales Made in Q4 2025 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 2025. 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 20, 2026
Q4 2025
|
Bam Wealth Management, LLC
Lakewood, CO |
BUY
|
- |
105KNew |
$4.91M - $5.1M
|
105K
$5.03M
|
|
|
Jan 23, 2026
Q4 2025
|
Assetmark, Inc
|
BUY
|
- |
31.3K+ 13.42% |
$1.47M - $1.53M
|
265K
$12.7M
|
|
|
Jan 12, 2026
Q4 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
20.9KNew |
$985K - $1.02M
|
20.9K
$1.01M
|
|
|
Jan 12, 2026
Q4 2025
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
12.9KNew |
$606K - $630K
|
12.9K
$621K
|
|
|
Jan 22, 2026
Q4 2025
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
12KNew |
$562K - $584K
|
12K
$575K
|
|
|
Jan 20, 2026
Q4 2025
|
Accel Wealth Management
|
BUY
|
- |
11.9KNew |
$560K - $582K
|
11.9K
$574K
|
|
|
Jan 15, 2026
Q4 2025
|
Brookstone Capital Management
|
BUY
|
- |
8.83K+ 29.9% |
$415K - $431K
|
38.4K
$1.85M
|
|
|
Jan 15, 2026
Q4 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
6.91K+ 39.75% |
$325K - $337K
|
24.3K
$1.17M
|
|
|
Jan 08, 2026
Q4 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
6.85KNew |
$322K - $334K
|
6.85K
$330K
|
|
|
Jan 20, 2026
Q4 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
6.35KNew |
$298K - $310K
|
6.35K
$306K
|
|
|
Jan 09, 2026
Q4 2025
|
First Heartland Consultants, Inc.
|
BUY
|
- |
6.15KNew |
$289K - $300K
|
6.15K
$296K
|
|
|
Jan 21, 2026
Q4 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
3.95KNew |
$186K - $193K
|
3.95K
$190K
|
|
|
Jan 13, 2026
Q4 2025
|
Legacy Solutions, LLC
Kennett Square, PA |
BUY
|
- |
2.21K+ 42.22% |
$104K - $108K
|
7.46K
$359K
|
|
|
Jan 23, 2026
Q4 2025
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
2.05K+ 19.59% |
$96.4K - $100K
|
12.5K
$603K
|
|
|
Jan 22, 2026
Q4 2025
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
1.88K+ 33.29% |
$88.4K - $91.7K
|
7.53K
$362K
|
|
|
Jan 13, 2026
Q4 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
944+ 6.34% |
$44.4K - $46.1K
|
15.8K
$762K
|
|
|
Jan 05, 2026
Q4 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
935+ 13.01% |
$43.9K - $45.6K
|
8.12K
$391K
|
|
|
Jan 20, 2026
Q4 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-1.3K- 14.82% |
$60.9K - $63.2K
|
7.45K
$358K
|
|
|
Jan 23, 2026
Q4 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-1.71K- 31.12% |
$80.5K - $83.5K
|
3.79K
$182K
|
|
|
Jan 20, 2026
Q4 2025
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-1.79K- 2.05% |
$83.9K - $87.2K
|
85.3K
$4.11M
|
|
|
Jan 07, 2026
Q4 2025
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-20.1K- 48.22% |
$944K - $980K
|
21.6K
$1.04M
|
|