Purchases and Sales Made in Q1 2023 in First Tr Ex Trad Fd Viii Cboe (DOCT)
This table provides information about the institutional ownership of First Tr Ex Trad Fd Viii Cboe (DOCT) during Q1 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 |
|---|---|---|---|---|---|---|---|
|
May 12, 2023
Q1 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
98.8K+ 65.62% |
$3.07M - $3.25M
|
249K
$10.8M
|
|
|
May 11, 2023
Q1 2023
|
Townsquare Capital LLC
|
BUY
|
- |
37.7KNew |
$1.17M - $1.24M
|
37.7K
$1.64M
|
|
|
May 11, 2023
Q1 2023
|
Icon Wealth Partners, LLC
|
BUY
|
- |
23.6KNew |
$736K - $779K
|
23.6K
$1.03M
|
|
|
May 15, 2023
Q1 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
11.8KNew |
$369K - $390K
|
11.8K
$514K
|
|
|
Apr 27, 2023
Q1 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
6.76KNew |
$210K - $223K
|
6.76K
$293K
|
|
|
May 10, 2023
Q1 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
4.11KNew |
$128K - $135K
|
4.11K
$178K
|
|
|
May 17, 2023
Q1 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
3.06KNew |
$95.1K - $101K
|
3.06K
$133K
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
2.86KNew |
$89K - $94.2K
|
2.86K
$124K
|
|
|
Apr 14, 2023
Q1 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
2.8K+ 1.55% |
$87.1K - $92.2K
|
183K
$7.96M
|
|
|
May 04, 2023
Q1 2023
|
Scissortail Wealth Management, LLC
Tulsa, OK |
BUY
|
- |
1.63KNew |
$50.8K - $53.8K
|
1.63K
$70.9K
|
|
|
May 12, 2023
Q1 2023
|
Ubs Group Ag
|
BUY
|
- |
1.31K+ 49.51% |
$40.7K - $43.1K
|
3.95K
$172K
|
|
|
May 16, 2023
Q1 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
937+ 5.52% |
$29.2K - $30.9K
|
17.9K
$778K
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-5- 10.87% |
$156 - $165
|
41
$1.78K
|
|
|
May 08, 2023
Q1 2023
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-126- 1.97% |
$3.92K - $4.15K
|
6.27K
$272K
|
|
|
May 11, 2023
Q1 2023
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-133- 1.48% |
$4.14K - $4.38K
|
8.85K
$384K
|
|
|
May 15, 2023
Q1 2023
|
Arbor Capital Management Inc
Anchorage, AK |
SELL
|
- |
-167- 2.5% |
$5.2K - $5.5K
|
6.51K
$283K
|
|
|
May 04, 2023
Q1 2023
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-250- 4.76% |
$7.78K - $8.24K
|
5K
$217K
|
|
|
May 05, 2023
Q1 2023
|
3 D/L Capital Management, LLC
|
SELL
|
- |
-337- 1.43% |
$10.5K - $11.1K
|
23.2K
$1.01M
|
|
|
May 12, 2023
Q1 2023
|
Per Stirling Capital Management, Llc.
Austin, TX |
SELL
|
- |
-613- 0.46% |
$19.1K - $20.2K
|
133K
$5.77M
|
|
|
May 11, 2023
Q1 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-671- 0.16% |
$20.9K - $22.1K
|
430K
$18.7M
|
|
|
May 05, 2023
Q1 2023
|
Truist Financial Corp
|
SELL
|
- |
-1.01K- 0.8% |
$31.4K - $33.2K
|
124K
$5.4M
|
|
|
Apr 28, 2023
Q1 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-1.55K- 7.44% |
$48.2K - $51.1K
|
19.3K
$837K
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-1.71K- 7.47% |
$53.1K - $56.2K
|
21.1K
$917K
|
|
|
May 11, 2023
Q1 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-2.6K- 1.34% |
$80.9K - $85.7K
|
192K
$8.34M
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-3.1K- 22.63% |
$96.6K - $102K
|
10.6K
$461K
|
|
|
May 12, 2023
Q1 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-3.25K- 19.77% |
$101K - $107K
|
13.2K
$573K
|
|
|
Apr 18, 2023
Q1 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-5.65K- 38.63% |
$176K - $186K
|
8.98K
$390K
|
|
|
May 12, 2023
Q1 2023
|
Old Mission Capital LLC
|
SELL
|
- |
-6.66K- 41.67% |
$207K - $220K
|
9.33K
$405K
|
|
|
May 11, 2023
Q1 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-8.73K- 8.97% |
$272K - $288K
|
88.6K
$3.85M
|
|
|
May 15, 2023
Q1 2023
|
Wolverine Trading, LLC
Chicago, IL |
SELL
|
- |
-10.1K- 60.73% |
$314K - $333K
|
6.53K
$284K
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-13.1K- 24.85% |
$409K - $433K
|
39.8K
$1.73M
|
|
|
Dec 13, 2024
Q1 2023
|
Smart Wealth LLC
Omaha, NE |
SELL
|
- |
-18.2K- 15.52% |
$566K - $599K
|
99K
$4.3M
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-20.8K- 26.83% |
$647K - $685K
|
56.7K
$2.46M
|
|
|
Apr 11, 2023
Q1 2023
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-22.6K- 9.02% |
$704K - $745K
|
228K
$9.9M
|
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-117K- 28.14% |
$3.64M - $3.86M
|
299K
$13M
|
|
|
May 15, 2023
Q1 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-173K- 31.02% |
$5.39M - $5.7M
|
385K
$16.7M
|
|
|
Apr 14, 2023
Q1 2023
|
Beacon Financial Group
|
SELL
|
- |
-186K- 71.94% |
$5.78M - $6.12M
|
72.4K
$3.15M
|
|
|
May 15, 2023
Q1 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-250K- 84.75% |
$7.77M - $8.23M
|
45K
$1.95M
|