Raymond James & Associates First Tr Ex Trad Fd Viii Cboe Transaction History

Raymond James & Associates

$161 Billion
Q3 2024

Shares

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2024 Apr 22, 2024	SELL	$36.12 - $37.62 $1.99 Million - $2.07 Million	-55,097 Reduced 76.79%	16,654 $626,000
Q4 2023 Jan 16, 2024	BUY	$33.71 - $36.4 $1.92 Million - $2.07 Million	56,810 Added 380.23%	71,751 $2.61 Million
Q3 2023 Oct 24, 2023	SELL	$34.49 - $35.64 $1.43 Million - $1.48 Million	-41,435 Reduced 73.5%	14,941 $517,000
Q2 2023 Jul 25, 2023	SELL	$32.76 - $34.9 $9,828 - $10,470	-300 Reduced 0.53%	56,376 $1.97 Million
Q1 2023 Apr 14, 2023	SELL	$31.12 - $32.94 $646,860 - $684,690	-20,786 Reduced 26.83%	56,676 $1.86 Million
Q4 2022 Feb 08, 2023	BUY	$30.46 - $32.08 $2.36 Million - $2.48 Million	77,462 New	77,462 $2.43 Million

Others Institutions Holding DOCT

# of Institutions

62

Shares Held

1.41M

Call Options Held

0

Put Options Held

0

Per Stirling Capital Management, Llc. Austin, TX

210K
Shares

$8.33 Million
1.14% of portfolio
Mutual Advisors, LLC Casper, WY

166K
Shares

$6.57 Million
0.18% of portfolio
Commonwealth Equity Services, LLC

79K
Shares

$3.13 Million
0.0% of portfolio
Harbour Investments, Inc. Madison, WI

58.3K
Shares

$2.31 Million
0.07% of portfolio
Truist Financial Corp

49.9K
Shares

$1.98 Million
0.0% of portfolio

About FIRST TR EX-TRAD FD VIII CBOE

Ticker DOCT
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