Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2024
Q4 2023
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
145K+ 210.95% |
$4.89M - $5.28M
|
214K
$8.22M
|
|
|
Feb 13, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
61.3K+ 84.36% |
$2.07M - $2.23M
|
134K
$5.14M
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
56.8K+ 380.23% |
$1.92M - $2.07M
|
71.8K
$2.75M
|
|
|
Jan 29, 2024
Q4 2023
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
51.9KNew |
$1.75M - $1.89M
|
51.9K
$1.99M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
33.3K+ 245.23% |
$1.12M - $1.21M
|
46.9K
$1.8M
|
|
|
Jan 11, 2024
Q4 2023
|
Brookstone Capital Management
|
BUY
|
- |
29.6KNew |
$996K - $1.08M
|
29.6K
$1.13M
|
|
|
Feb 14, 2024
Q4 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
28K+ 219.48% |
$942K - $1.02M
|
40.7K
$1.56M
|
|
|
Feb 09, 2024
Q4 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
27.7KNew |
$933K - $1.01M
|
27.7K
$1.06M
|
|
|
Jan 23, 2024
Q4 2023
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
27.4KNew |
$922K - $996K
|
27.4K
$1.05M
|
|
|
Feb 06, 2024
Q4 2023
|
Spire Wealth Management
|
BUY
|
- |
23.9KNew |
$806K - $871K
|
23.9K
$918K
|
|
|
Feb 02, 2024
Q4 2023
|
Truist Financial Corp
|
BUY
|
- |
23.5K+ 48.24% |
$792K - $856K
|
72.2K
$2.77M
|
|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
BUY
|
- |
19.1KNew |
$643K - $694K
|
19.1K
$732K
|
|
|
Jan 09, 2024
Q4 2023
|
Sage Capital Advisors,Llc
|
BUY
|
- |
18KNew |
$606K - $654K
|
18K
$690K
|
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
16.3K+ 25.76% |
$548K - $592K
|
79.4K
$3.05M
|
|
|
Feb 14, 2024
Q4 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
12.8K+ 49.23% |
$432K - $467K
|
38.9K
$1.49M
|
|
|
Feb 08, 2024
Q4 2023
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
12.1KNew |
$408K - $441K
|
12.1K
$465K
|
|
|
Feb 13, 2024
Q4 2023
|
Benchmark Investment Advisors LLC
Chicago, IL |
BUY
|
- |
12.1KNew |
$408K - $441K
|
12.1K
$465K
|
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
12.1K+ 12.91% |
$407K - $440K
|
106K
$4.05M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
11.5K+ 117.8% |
$389K - $420K
|
21.3K
$820K
|
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
10.2K+ 12.27% |
$343K - $370K
|
93K
$3.57M
|
|
|
Feb 14, 2024
Q4 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
9.86KNew |
$332K - $359K
|
9.86K
$379K
|
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
9.83KNew |
$331K - $358K
|
9.83K
$377K
|
|
|
Feb 07, 2024
Q4 2023
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
9.36KNew |
$316K - $341K
|
9.36K
$359K
|
|
|
Jan 30, 2024
Q4 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
9.25KNew |
$312K - $337K
|
9.25K
$355K
|
|
|
Feb 07, 2024
Q4 2023
|
Integrity Financial Corp
|
BUY
|
- |
9.19K+ 303.03% |
$310K - $334K
|
12.2K
$469K
|
|
|
Jan 10, 2024
Q4 2023
|
Marshall Financial Group LLC
|
BUY
|
- |
8.97KNew |
$303K - $327K
|
8.97K
$345K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
7.96K+ 50.34% |
$268K - $290K
|
23.8K
$913K
|
|
|
Feb 13, 2024
Q4 2023
|
Arbor Capital Management Inc
Anchorage, AK |
BUY
|
- |
7.39KNew |
$249K - $269K
|
7.39K
$284K
|
|
|
Feb 09, 2024
Q4 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
6.17KNew |
$208K - $225K
|
6.17K
$237K
|
|
|
Feb 12, 2024
Q4 2023
|
Schulz Wealth, Ltd.
Mansfield, TX |
BUY
|
- |
6.12KNew |
$206K - $223K
|
6.12K
$235K
|
|
|
Feb 06, 2024
Q4 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
5.93KNew |
$200K - $216K
|
5.93K
$228K
|
|
|
Jan 12, 2024
Q4 2023
|
Presidio Capital Management, LLC
|
BUY
|
- |
5.93KNew |
$200K - $216K
|
5.93K
$228K
|
|
|
Feb 05, 2024
Q4 2023
|
Naviter Wealth, LLC
|
BUY
|
- |
5.75KNew |
$194K - $209K
|
5.75K
$221K
|
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
4.08K+ 48.31% |
$137K - $148K
|
12.5K
$480K
|
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
3.31K+ 53.55% |
$112K - $121K
|
9.5K
$365K
|
|
|
Jan 31, 2024
Q4 2023
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
3.25KNew |
$110K - $118K
|
3.25K
$125K
|
|
|
Feb 13, 2024
Q4 2023
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
2.67K+ 43.91% |
$90.1K - $97.3K
|
8.76K
$336K
|
|
|
Jan 12, 2024
Q4 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
1.92K+ 1.05% |
$64.9K - $70K
|
184K
$7.08M
|
|
|
Jan 10, 2024
Q4 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
943New |
$31.8K - $34.3K
|
943
$36.2K
|
|
|
Jan 25, 2024
Q4 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
757+ 9.97% |
$25.5K - $27.6K
|
8.35K
$321K
|
|
|
Feb 14, 2024
Q4 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
458+ 14.98% |
$15.4K - $16.7K
|
3.52K
$135K
|
|
|
Jan 19, 2024
Q4 2023
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
270+ 135.0% |
$9.1K - $9.83K
|
470
$18K
|
|
|
Jan 25, 2024
Q4 2023
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-42- 0.67% |
$1.42K - $1.53K
|
6.23K
$239K
|
|
|
Jan 29, 2024
Q4 2023
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-474- 11.38% |
$16K - $17.3K
|
3.69K
$142K
|
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-569- 1.66% |
$19.2K - $20.7K
|
33.7K
$1.3M
|
|
|
Feb 08, 2024
Q4 2023
|
Wealth Trust Asset Management, LLC
Destin, FL |
SELL
|
- |
-809- 9.98% |
$27.3K - $29.4K
|
7.3K
$280K
|
|
|
Jan 16, 2024
Q4 2023
|
Mtm Investment Management, LLC
Spartanburg, SC |
SELL
|
- |
-1K- 47.62% |
$33.7K - $36.4K
|
1.1K
$42.2K
|
|
|
Feb 14, 2024
Q4 2023
|
Icon Wealth Advisors, LLC
Houston, TX |
SELL
|
- |
-1.41K- 5.96% |
$47.5K - $51.3K
|
22.2K
$854K
|
|
|
Feb 15, 2024
Q4 2023
|
Townsquare Capital LLC
|
SELL
|
- |
-1.89K- 13.26% |
$63.7K - $68.8K
|
12.4K
$475K
|
|
|
Feb 07, 2024
Q4 2023
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-2K- 8.38% |
$67.4K - $72.8K
|
21.9K
$839K
|
|