Purchases and Sales Made in Q1 2025 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 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 |
|---|---|---|---|---|---|---|---|
|
May 09, 2025
Q1 2025
|
Ogorek Anthony Joseph
|
BUY
|
- |
306K+ 8624.54% |
$11.7M - $12.4M
|
310K
$12.4M
|
|
|
Apr 09, 2025
Q1 2025
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
257K+ 59.93% |
$9.77M - $10.4M
|
685K
$27.4M
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
66.7K+ 128.41% |
$2.54M - $2.69M
|
119K
$4.74M
|
|
|
Apr 10, 2025
Q1 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
64.4K+ 47.21% |
$2.45M - $2.6M
|
201K
$8.03M
|
|
|
Apr 14, 2025
Q1 2025
|
Tounjian Advisory Partners, LLC
Fort Myers, FL |
BUY
|
- |
40.8KNew |
$1.55M - $1.65M
|
40.8K
$1.63M
|
|
|
May 15, 2025
Q1 2025
|
Foguth Wealth Management, Llc.
Brighton, MI |
BUY
|
- |
38.4K+ 25.22% |
$1.46M - $1.55M
|
191K
$7.62M
|
|
|
May 12, 2025
Q1 2025
|
Founders Financial Securities LLC
|
BUY
|
- |
21.4K+ 136.2% |
$814K - $864K
|
37.1K
$1.48M
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
15.2KNew |
$580K - $615K
|
15.2K
$609K
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
14.4KNew |
$548K - $582K
|
14.4K
$576K
|
|
|
May 15, 2025
Q1 2025
|
Old Mission Capital LLC
|
BUY
|
- |
11.8KNew |
$451K - $478K
|
11.8K
$473K
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
11.1KNew |
$422K - $447K
|
11.1K
$443K
|
|
|
May 15, 2025
Q1 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
BUY
|
- |
9.73KNew |
$370K - $393K
|
9.73K
$389K
|
|
|
Apr 22, 2025
Q1 2025
|
Buck Wealth Strategies, LLC
Denver, CO |
BUY
|
- |
7.15KNew |
$272K - $288K
|
7.15K
$286K
|
|
|
Apr 29, 2025
Q1 2025
|
Wood Tarver Financial Group, LLC
Boise, ID |
BUY
|
- |
6.67K+ 20.05% |
$254K - $269K
|
40K
$1.6M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
6.62K+ 75.67% |
$252K - $267K
|
15.4K
$614K
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
4.73K+ 94640.0% |
$180K - $191K
|
4.74K
$189K
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
4.38K+ 1158.2% |
$167K - $177K
|
4.76K
$190K
|
|
|
May 13, 2025
Q1 2025
|
Sequent Planning LLC
Omaha, NE |
BUY
|
- |
3.16K+ 2.57% |
$120K - $127K
|
126K
$5.04M
|
|
|
May 07, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
2.56K+ 200.0% |
$97.4K - $103K
|
3.84K
$153K
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
1.92K+ 4.5% |
$72.9K - $77.3K
|
44.5K
$1.78M
|
|
|
May 12, 2025
Q1 2025
|
Lcnb Corp
Lebanon, OH |
BUY
|
- |
607+ 0.53% |
$23.1K - $24.5K
|
114K
$4.57M
|
|
|
Apr 28, 2025
Q1 2025
|
Arbor Capital Management Inc
Anchorage, AK |
BUY
|
- |
265+ 2.61% |
$10.1K - $10.7K
|
10.4K
$417K
|
|
|
May 09, 2025
Q1 2025
|
Advyzon Investment Management, LLC
Lisle, IL |
BUY
|
- |
50+ 0.75% |
$1.9K - $2.02K
|
6.73K
$269K
|
|
|
Apr 23, 2025
Q1 2025
|
Holistic Planning, LLC
Nacogdoches, TX |
BUY
|
- |
50+ 0.43% |
$1.9K - $2.02K
|
11.8K
$471K
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-1- 0.09% |
$38.1 - $40.4
|
1.13K
$45.3K
|
|
|
May 05, 2025
Q1 2025
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-28- 0.47% |
$1.07K - $1.13K
|
5.9K
$236K
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
SELL
|
- |
-33- 2.49% |
$1.26K - $1.33K
|
1.29K
$51.7K
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-168- 2.49% |
$6.39K - $6.78K
|
6.59K
$263K
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-202- 2.51% |
$7.69K - $8.15K
|
7.85K
$314K
|
|
|
May 05, 2025
Q1 2025
|
1 St Source Bank
|
SELL
|
- |
-216- 0.78% |
$8.22K - $8.72K
|
27.5K
$1.1M
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-325- 18.47% |
$12.4K - $13.1K
|
1.44K
$57.3K
|
|
|
May 15, 2025
Q1 2025
|
Icon Wealth Advisors, LLC
Houston, TX |
SELL
|
- |
-455- 2.15% |
$17.3K - $18.4K
|
20.7K
$827K
|
|
|
May 12, 2025
Q1 2025
|
Integrity Financial Corp
|
SELL
|
- |
-508- 2.84% |
$19.3K - $20.5K
|
17.4K
$695K
|
|
|
May 06, 2025
Q1 2025
|
Kovack Advisors, Inc.
|
SELL
|
- |
-536- 7.58% |
$20.4K - $21.6K
|
6.54K
$261K
|
|
|
Apr 15, 2025
Q1 2025
|
Spectrum Asset Management, Inc.
|
SELL
|
- |
-715- 11.97% |
$27.2K - $28.9K
|
5.26K
$210K
|
|
|
Apr 25, 2025
Q1 2025
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-1.09K- 4.21% |
$41.6K - $44.1K
|
24.9K
$995K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-1.14KClosed |
$43.4K - $46.1K
|
0
$0
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-1.15K- 0.94% |
$43.8K - $46.5K
|
122K
$4.86M
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-1.58K- 2.29% |
$59.9K - $63.6K
|
67.1K
$2.68M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
SELL
|
- |
-1.66K- 3.07% |
$63.1K - $66.9K
|
52.4K
$2.09M
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-1.7K- 20.91% |
$64.8K - $68.7K
|
6.44K
$257K
|
|
|
May 14, 2025
Q1 2025
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-1.95K- 15.1% |
$74.3K - $78.7K
|
11K
$438K
|
|
|
May 15, 2025
Q1 2025
|
Barclays PLC
London, X0 |
SELL
|
- |
-2.02K- 53.97% |
$76.8K - $81.4K
|
1.72K
$68.8K
|
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-2.02K- 16.37% |
$76.9K - $81.5K
|
10.3K
$412K
|
|
|
Apr 22, 2025
Q1 2025
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
SELL
|
- |
-2.37K- 22.28% |
$90.2K - $95.7K
|
8.27K
$330K
|
|
|
Apr 16, 2025
Q1 2025
|
Hickory Asset Management, Inc.
Concord, OH |
SELL
|
- |
-2.5K- 23.17% |
$95.2K - $101K
|
8.29K
$331K
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-2.56K- 66.67% |
$97.4K - $103K
|
1.28K
$51.1K
|
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-3.01K- 6.98% |
$115K - $121K
|
40.1K
$1.6M
|
|
|
May 29, 2025
Q1 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
SELL
|
- |
-3.2K- 32.86% |
$122K - $129K
|
6.53K
$261K
|
|
|
May 15, 2025
Q1 2025
|
Harvest Investment Services, LLC
|
SELL
|
- |
-3.2K- 8.37% |
$122K - $129K
|
35.1K
$1.4M
|