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 05, 2025
Q2 2025
|
Integrity Financial Corp
|
SELL
|
- |
-1.36K- 7.83% |
$49.5K - $55.9K
|
16K
$696K
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-1.4K- 19.8% |
$50.9K - $57.5K
|
5.67K
$246K
|
|
|
Aug 14, 2025
Q2 2025
|
Sequent Planning LLC
Omaha, NE |
SELL
|
- |
-1.46K- 1.15% |
$52.9K - $59.8K
|
125K
$5.41M
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-1.47K- 11.14% |
$53.3K - $60.2K
|
11.7K
$508K
|
|
|
Aug 14, 2025
Q2 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-1.97K- 2.94% |
$71.8K - $81.1K
|
65.1K
$2.83M
|
|
|
Aug 14, 2025
Q2 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-2.55K- 32.42% |
$92.5K - $105K
|
5.31K
$230K
|
|
|
Jul 25, 2025
Q2 2025
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
SELL
|
- |
-2.61K- 4.99% |
$94.9K - $107K
|
49.8K
$2.16M
|
|
|
Aug 14, 2025
Q2 2025
|
Harvest Investment Services, LLC
|
SELL
|
- |
-2.75K- 7.84% |
$100K - $113K
|
32.3K
$1.4M
|
|
|
Aug 08, 2025
Q2 2025
|
Ogorek Anthony Joseph
|
SELL
|
- |
-2.9K- 0.93% |
$105K - $119K
|
307K
$13.3M
|
|
|
Aug 14, 2025
Q2 2025
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-3.29K- 31.88% |
$120K - $135K
|
7.03K
$305K
|
|
|
Jul 23, 2025
Q2 2025
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-4.6K- 18.48% |
$167K - $189K
|
20.3K
$882K
|
|
|
Jul 15, 2025
Q2 2025
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-5.2K- 14.81% |
$189K - $214K
|
29.9K
$1.3M
|
|
|
Jul 09, 2025
Q2 2025
|
Beacon Financial Group
|
SELL
|
- |
-5.24K- 20.11% |
$190K - $215K
|
20.8K
$903K
|
|
|
Aug 07, 2025
Q2 2025
|
1 St Source Bank
|
SELL
|
- |
-5.31K- 19.35% |
$193K - $218K
|
22.1K
$962K
|
|
|
Aug 04, 2025
Q2 2025
|
Spire Wealth Management
|
SELL
|
- |
-8.85K- 33.88% |
$322K - $364K
|
17.3K
$751K
|
|
|
Jul 28, 2025
Q2 2025
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-9.39K- 5.92% |
$341K - $385K
|
149K
$6.48M
|
|
|
Aug 06, 2025
Q2 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-19.8K- 86.21% |
$720K - $814K
|
3.17K
$138K
|
|
|
Aug 07, 2025
Q2 2025
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-21.6K- 53.89% |
$786K - $888K
|
18.5K
$803K
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-42.7K- 52.9% |
$1.55M - $1.76M
|
38.1K
$1.65M
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-52K- 17.36% |
$1.89M - $2.13M
|
247K
$10.7M
|
|
|
Jul 08, 2025
Q2 2025
|
Advance Capital Management, Inc.
Southfield, MI |
SELL
|
- |
-67.6K- 9.87% |
$2.46M - $2.78M
|
617K
$26.8M
|
|
|
Jul 15, 2025
Q2 2025
|
Armis Advisers, LLC
Atlanta, GA |
SELL
|
- |
-136K- 28.67% |
$4.93M - $5.58M
|
338K
$14.7M
|
|
|
Aug 12, 2025
Q2 2025
|
Winnow Wealth LLC
Waco, TX |
SELL
|
- |
-154KClosed |
$5.58M - $6.3M
|
0
$0
|
|
|
Jul 23, 2025
Q2 2025
|
Reap Financial Group, LLC
Austin, TX |
SELL
|
- |
-167K- 34.2% |
$6.06M - $6.84M
|
320K
$13.9M
|
|
|
Sep 04, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-244K- 68.37% |
$8.88M - $10M
|
113K
$4.91M
|