Purchases and Sales Made in Q4 2024 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 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Jan 22, 2025
Q4 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
550+ 2.3% |
$21.2K - $22K
|
24.4K
$934K
|
|
|
Jan 23, 2025
Q4 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
460+ 18.78% |
$17.8K - $18.4K
|
2.91K
$111K
|
|
|
Feb 10, 2025
Q4 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
383+ 40.62% |
$14.8K - $15.3K
|
1.33K
$50.7K
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
103+ 0.21% |
$3.98K - $4.11K
|
50K
$1.91M
|
|
|
Jan 28, 2025
Q4 2024
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
76+ 1.44% |
$2.94K - $3.04K
|
5.36K
$205K
|
|
|
Feb 14, 2025
Q4 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
36+ 3.28% |
$1.39K - $1.44K
|
1.14K
$43.4K
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-59- 1.02% |
$2.28K - $2.36K
|
5.74K
$219K
|
|
|
Feb 14, 2025
Q4 2024
|
Icon Wealth Advisors, LLC
Houston, TX |
SELL
|
- |
-79- 0.37% |
$3.05K - $3.16K
|
21.1K
$809K
|
|
|
Feb 14, 2025
Q4 2024
|
Prosperity Consulting Group, LLC
|
SELL
|
- |
-89- 1.04% |
$3.44K - $3.56K
|
8.44K
$323K
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-205- 2.29% |
$7.92K - $8.19K
|
8.75K
$335K
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
SELL
|
- |
-507- 1.72% |
$19.6K - $20.3K
|
29K
$1.11M
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-560- 1.82% |
$21.6K - $22.4K
|
30.1K
$1.15M
|
|
|
Feb 12, 2025
Q4 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-688- 9.24% |
$26.6K - $27.5K
|
6.76K
$258K
|
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-1.38K- 14.62% |
$53.3K - $55.1K
|
8.05K
$308K
|
|
|
Jan 29, 2025
Q4 2024
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-1.38K- 44.37% |
$53.3K - $55.1K
|
1.73K
$66.2K
|
|
|
Feb 13, 2025
Q4 2024
|
Barclays PLC
London, X0 |
SELL
|
- |
-1.39K- 27.14% |
$53.8K - $55.7K
|
3.74K
$143K
|
|
|
Feb 18, 2025
Q4 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-1.99K- 56.47% |
$76.7K - $79.3K
|
1.53K
$58.5K
|
|
|
Feb 14, 2025
Q4 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-2.11K- 14.58% |
$81.3K - $84.1K
|
12.3K
$472K
|
|
|
Jan 30, 2025
Q4 2024
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
SELL
|
- |
-2.27K- 17.58% |
$87.7K - $90.6K
|
10.6K
$407K
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-2.58K- 1.56% |
$99.6K - $103K
|
163K
$6.24M
|
|
|
Feb 13, 2025
Q4 2024
|
Townsquare Capital LLC
|
SELL
|
- |
-3.29K- 30.07% |
$127K - $131K
|
7.64K
$292K
|
|
|
Jan 22, 2025
Q4 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-3.57K- 99.86% |
$138K - $143K
|
5
$191
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
SELL
|
- |
-3.96K- 91.29% |
$153K - $158K
|
378
$14.5K
|
|
|
Feb 13, 2025
Q4 2024
|
Per Stirling Capital Management, Llc.
Austin, TX |
SELL
|
- |
-5.9K- 2.81% |
$228K - $236K
|
204K
$7.8M
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-10.5K- 18.06% |
$406K - $420K
|
47.7K
$1.83M
|