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 |
|---|---|---|---|---|---|---|---|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
SELL
|
- |
-3.23K- 10.98% |
$123K - $130K
|
26.1K
$1.04M
|
|
|
Apr 21, 2025
Q1 2025
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-4.53K- 11.42% |
$172K - $183K
|
35.1K
$1.4M
|
|
|
Apr 28, 2025
Q1 2025
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-4.62K- 2.83% |
$176K - $187K
|
159K
$6.33M
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-5.97K- 12.5% |
$227K - $241K
|
41.8K
$1.67M
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-7.13K- 50.21% |
$271K - $288K
|
7.07K
$282K
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-7.15K- 23.72% |
$272K - $288K
|
23K
$918K
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
SELL
|
- |
-7.37K- 14.73% |
$280K - $297K
|
42.7K
$1.7M
|
|
|
Apr 29, 2025
Q1 2025
|
Smart Wealth LLC
Omaha, NE |
SELL
|
- |
-8.45K- 19.28% |
$321K - $341K
|
35.4K
$1.41M
|
|
|
May 05, 2025
Q1 2025
|
Ignite Planners, LLC
|
SELL
|
- |
-10.9K- 32.38% |
$414K - $439K
|
22.7K
$907K
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-22.1K- 6.88% |
$842K - $893K
|
299K
$12M
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
SELL
|
- |
-22.8K- 42.12% |
$866K - $918K
|
31.3K
$1.25M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-27K- 30.37% |
$1.03M - $1.09M
|
62K
$2.48M
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-27.5K- 25.38% |
$1.05M - $1.11M
|
80.8K
$3.23M
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-29.8K- 28.65% |
$1.13M - $1.2M
|
74.2K
$2.97M
|
|
|
May 14, 2025
Q1 2025
|
Per Stirling Capital Management, Llc.
Austin, TX |
SELL
|
- |
-69K- 33.84% |
$2.63M - $2.79M
|
135K
$5.39M
|
|
|
May 14, 2025
Q1 2025
|
Reap Financial Group, LLC
Austin, TX |
SELL
|
- |
-70.1K- 12.58% |
$2.67M - $2.83M
|
487K
$19.5M
|
|
|
May 08, 2025
Q1 2025
|
Armis Advisers, LLC
Atlanta, GA |
SELL
|
- |
-86.2K- 15.41% |
$3.28M - $3.48M
|
473K
$18.9M
|