Purchases and Sales Made in Q2 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 Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 12, 2025
Q2 2025
|
Wood Tarver Financial Group, LLC
Boise, ID |
BUY
|
- |
277K+ 692.91% |
$10.1M - $11.4M
|
317K
$13.8M
|
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
239K+ 201.19% |
$8.68M - $9.81M
|
358K
$15.5M
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
192K+ 157.79% |
$6.98M - $7.88M
|
314K
$13.6M
|
|
|
Jul 22, 2025
Q2 2025
|
Foguth Wealth Management, Llc.
Brighton, MI |
BUY
|
- |
96.9K+ 50.8% |
$3.52M - $3.98M
|
288K
$12.5M
|
|
|
Jul 09, 2025
Q2 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
94.4K+ 46.99% |
$3.43M - $3.88M
|
295K
$12.8M
|
|
|
Aug 13, 2025
Q2 2025
|
Stone X Group Inc.
|
BUY
|
- |
20.5K+ 336.42% |
$745K - $841K
|
26.6K
$1.15M
|
|
|
Jul 30, 2025
Q2 2025
|
Life Wealth Investments, LLC
Winter Garden, FL |
BUY
|
- |
17.6KNew |
$639K - $722K
|
17.6K
$763K
|
|
|
Jul 25, 2025
Q2 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
16.1KNew |
$585K - $660K
|
16.1K
$698K
|
|
|
Aug 29, 2025
Q2 2025
|
Evolution Wealth Management Inc.
Fort Myers, FL |
BUY
|
- |
16KNew |
$581K - $656K
|
16K
$694K
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
14.3K+ 92.98% |
$520K - $587K
|
29.7K
$1.29M
|
|
|
Jul 28, 2025
Q2 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
12.1KNew |
$441K - $498K
|
12.1K
$527K
|
|
|
Jul 22, 2025
Q2 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
9.78KNew |
$356K - $402K
|
9.78K
$425K
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
9.49K+ 15.31% |
$345K - $390K
|
71.5K
$3.1M
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
7.12K+ 16.0% |
$259K - $292K
|
51.6K
$2.24M
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
BUY
|
- |
6.95K+ 16.28% |
$252K - $285K
|
49.6K
$2.15M
|
|
|
Aug 11, 2025
Q2 2025
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
6.58K+ 13.55% |
$239K - $270K
|
55.1K
$2.39M
|
|
|
Aug 14, 2025
Q2 2025
|
Old Mission Capital LLC
|
BUY
|
- |
5.47K+ 46.19% |
$199K - $225K
|
17.3K
$752K
|
|
|
Aug 08, 2025
Q2 2025
|
Wealth Trust Asset Management, LLC
Destin, FL |
BUY
|
- |
5.45K+ 74.64% |
$198K - $224K
|
12.7K
$553K
|
|
|
Aug 04, 2025
Q2 2025
|
Buck Wealth Strategies, LLC
Denver, CO |
BUY
|
- |
5.09K+ 71.21% |
$185K - $209K
|
12.2K
$531K
|
|
|
Jul 23, 2025
Q2 2025
|
Armbruster Capital Management, Inc.
|
BUY
|
- |
5KNew |
$182K - $205K
|
5K
$217K
|
|
|
Jul 07, 2025
Q2 2025
|
Schulz Wealth, Ltd.
Mansfield, TX |
BUY
|
- |
4.99KNew |
$181K - $205K
|
4.99K
$217K
|
|
|
Aug 13, 2025
Q2 2025
|
Barclays PLC
London, X0 |
BUY
|
- |
3.28K+ 190.7% |
$119K - $135K
|
5K
$217K
|
|
|
Aug 06, 2025
Q2 2025
|
Founders Financial Securities LLC
|
BUY
|
- |
3.13K+ 8.43% |
$114K - $128K
|
40.2K
$1.75M
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
3.12KNew |
$113K - $128K
|
3.12K
$136K
|
|
|
Aug 18, 2025
Q2 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
2.56K+ 200.0% |
$93K - $105K
|
3.84K
$167K
|
|
|
Aug 13, 2025
Q2 2025
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
1.63KNew |
$59.1K - $66.8K
|
1.63K
$70.7K
|
|
|
Aug 13, 2025
Q2 2025
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
1.21K+ 0.9% |
$43.9K - $49.7K
|
136K
$5.91M
|
|
|
Aug 11, 2025
Q2 2025
|
Lcnb Corp
Lebanon, OH |
BUY
|
- |
1.19K+ 1.04% |
$43.3K - $49K
|
115K
$5.02M
|
|
|
Jul 30, 2025
Q2 2025
|
Brookstone Capital Management
|
BUY
|
- |
970+ 3.34% |
$35.3K - $39.8K
|
30K
$1.3M
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
284+ 0.68% |
$10.3K - $11.7K
|
42.1K
$1.83M
|
|
|
Aug 14, 2025
Q2 2025
|
Brinker Capital Investments, LLC
|
BUY
|
- |
222+ 3.37% |
$8.07K - $9.12K
|
6.81K
$296K
|
|
|
Aug 14, 2025
Q2 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
149+ 13.14% |
$5.42K - $6.12K
|
1.28K
$55.7K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 10, 2025
Q2 2025
|
Marshall Financial Group LLC
|
SELL
|
- |
-13- 0.15% |
$473 - $534
|
8.82K
$383K
|
|
|
Aug 14, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-15- 1.05% |
$545 - $616
|
1.42K
$61.7K
|
|
|
Jul 21, 2025
Q2 2025
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-120- 6.94% |
$4.36K - $4.93K
|
1.61K
$69.9K
|
|
|
Jul 07, 2025
Q2 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
SELL
|
- |
-157- 2.4% |
$5.71K - $6.45K
|
6.38K
$277K
|
|
|
Jul 23, 2025
Q2 2025
|
Spectrum Asset Management, Inc.
|
SELL
|
- |
-160- 3.04% |
$5.82K - $6.57K
|
5.1K
$221K
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-164- 1.14% |
$5.96K - $6.74K
|
14.2K
$619K
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
SELL
|
- |
-190- 0.61% |
$6.91K - $7.8K
|
31.1K
$1.35M
|
|
|
Aug 07, 2025
Q2 2025
|
Advyzon Investment Management, LLC
Lisle, IL |
SELL
|
- |
-257- 3.82% |
$9.34K - $10.6K
|
6.48K
$281K
|
|
|
Jul 25, 2025
Q2 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-394- 6.12% |
$14.3K - $16.2K
|
6.05K
$263K
|
|
|
Aug 14, 2025
Q2 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-396- 0.53% |
$14.4K - $16.3K
|
73.8K
$3.21M
|
|
|
Aug 05, 2025
Q2 2025
|
Prosperity Consulting Group, LLC
|
SELL
|
- |
-405- 4.8% |
$14.7K - $16.6K
|
8.03K
$349K
|
|
|
Jul 22, 2025
Q2 2025
|
Hickory Asset Management, Inc.
Concord, OH |
SELL
|
- |
-500- 6.03% |
$18.2K - $20.5K
|
7.79K
$338K
|
|
|
Aug 04, 2025
Q2 2025
|
Arbor Capital Management Inc
Anchorage, AK |
SELL
|
- |
-610- 5.85% |
$22.2K - $25.1K
|
9.82K
$426K
|
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-737- 15.56% |
$26.8K - $30.3K
|
4K
$174K
|
|
|
Aug 08, 2025
Q2 2025
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
SELL
|
- |
-738- 8.93% |
$26.8K - $30.3K
|
7.53K
$327K
|
|
|
Aug 11, 2025
Q2 2025
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-1.1K- 18.62% |
$39.9K - $45.1K
|
4.8K
$208K
|
|
|
Aug 13, 2025
Q2 2025
|
Smart Wealth LLC
Omaha, NE |
SELL
|
- |
-1.27K- 3.59% |
$46.1K - $52.1K
|
34.1K
$1.48M
|