Latest Institutional Transactions on First Tr Ex Trad Fd Viii Cboe (DOCT)
This table provides information on the latest institutional transactions involving First Tr Ex Trad Fd Viii Cboe (DOCT) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2025
Q2 2025
|
Harvest Investment Services, LLC
|
SELL
|
- |
-2.75K- 7.84% |
$100K - $113K
|
32.3K
$1.36M
|
|
|
Aug 14, 2025
Q2 2025
|
Old Mission Capital LLC
|
BUY
|
- |
5.47K+ 46.19% |
$199K - $225K
|
17.3K
$731K
|
|
|
Aug 14, 2025
Q2 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-396- 0.53% |
$14.4K - $16.3K
|
73.8K
$3.12M
|
|
|
Aug 14, 2025
Q2 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
149+ 13.14% |
$5.42K - $6.12K
|
1.28K
$54.2K
|
|
|
Aug 14, 2025
Q2 2025
|
Brinker Capital Investments, LLC
|
BUY
|
- |
222+ 3.37% |
$8.07K - $9.12K
|
6.81K
$288K
|
|
|
Aug 14, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-15- 1.05% |
$545 - $616
|
1.42K
$60K
|
|
|
Aug 14, 2025
Q2 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-2.55K- 32.42% |
$92.5K - $105K
|
5.31K
$224K
|
|
|
Aug 14, 2025
Q2 2025
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-3.29K- 31.88% |
$120K - $135K
|
7.03K
$297K
|
|
|
Aug 14, 2025
Q2 2025
|
Sequent Planning LLC
Omaha, NE |
SELL
|
- |
-1.46K- 1.15% |
$52.9K - $59.8K
|
125K
$5.26M
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-52K- 17.36% |
$1.89M - $2.13M
|
247K
$10.4M
|
|
|
Aug 14, 2025
Q2 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-1.97K- 2.94% |
$71.8K - $81.1K
|
65.1K
$2.75M
|
|
|
Aug 13, 2025
Q2 2025
|
Smart Wealth LLC
Omaha, NE |
SELL
|
- |
-1.27K- 3.59% |
$46.1K - $52.1K
|
34.1K
$1.44M
|
|
|
Aug 13, 2025
Q2 2025
|
Barclays PLC
London, X0 |
BUY
|
- |
3.28K+ 190.7% |
$119K - $135K
|
5K
$211K
|
|
|
Aug 13, 2025
Q2 2025
|
Stone X Group Inc.
|
BUY
|
- |
20.5K+ 336.42% |
$745K - $841K
|
26.6K
$1.12M
|
|
|
Aug 13, 2025
Q2 2025
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
1.21K+ 0.9% |
$43.9K - $49.7K
|
136K
$5.75M
|
|
|
Aug 13, 2025
Q2 2025
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
1.63KNew |
$59.1K - $66.8K
|
1.63K
$68.7K
|
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
239K+ 201.19% |
$8.68M - $9.81M
|
358K
$15.1M
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
14.3K+ 92.98% |
$520K - $587K
|
29.7K
$1.25M
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 12, 2025
Q2 2025
|
Wood Tarver Financial Group, LLC
Boise, ID |
BUY
|
- |
277K+ 692.91% |
$10.1M - $11.4M
|
317K
$13.4M
|
|
|
Aug 11, 2025
Q2 2025
|
Lcnb Corp
Lebanon, OH |
BUY
|
- |
1.19K+ 1.04% |
$43.3K - $49K
|
115K
$4.88M
|
|
|
Aug 11, 2025
Q2 2025
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
6.58K+ 13.55% |
$239K - $270K
|
55.1K
$2.33M
|
|
|
Aug 11, 2025
Q2 2025
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-1.1K- 18.62% |
$39.9K - $45.1K
|
4.8K
$203K
|
|
|
Aug 08, 2025
Q2 2025
|
Wealth Trust Asset Management, LLC
Destin, FL |
BUY
|
- |
5.45K+ 74.64% |
$198K - $224K
|
12.7K
$538K
|
|
|
Aug 08, 2025
Q2 2025
|
Ogorek Anthony Joseph
|
SELL
|
- |
-2.9K- 0.93% |
$105K - $119K
|
307K
$13M
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
7.12K+ 16.0% |
$259K - $292K
|
51.6K
$2.18M
|
|
|
Aug 08, 2025
Q2 2025
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
SELL
|
- |
-738- 8.93% |
$26.8K - $30.3K
|
7.53K
$318K
|
|
|
Aug 07, 2025
Q2 2025
|
Advyzon Investment Management, LLC
Lisle, IL |
SELL
|
- |
-257- 3.82% |
$9.34K - $10.6K
|
6.48K
$274K
|
|
|
Aug 07, 2025
Q2 2025
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-21.6K- 53.89% |
$786K - $888K
|
18.5K
$781K
|
|
|
Aug 07, 2025
Q2 2025
|
1 St Source Bank
|
SELL
|
- |
-5.31K- 19.35% |
$193K - $218K
|
22.1K
$935K
|
|
|
Aug 06, 2025
Q2 2025
|
Founders Financial Securities LLC
|
BUY
|
- |
3.13K+ 8.43% |
$114K - $128K
|
40.2K
$1.7M
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
192K+ 157.79% |
$6.98M - $7.88M
|
314K
$13.2M
|
|
|
Aug 06, 2025
Q2 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-19.8K- 86.21% |
$720K - $814K
|
3.17K
$134K
|
|
|
Aug 05, 2025
Q2 2025
|
Integrity Financial Corp
|
SELL
|
- |
-1.36K- 7.83% |
$49.5K - $55.9K
|
16K
$677K
|
|
|
Aug 05, 2025
Q2 2025
|
Prosperity Consulting Group, LLC
|
SELL
|
- |
-405- 4.8% |
$14.7K - $16.6K
|
8.03K
$339K
|
|
|
Aug 04, 2025
Q2 2025
|
Arbor Capital Management Inc
Anchorage, AK |
SELL
|
- |
-610- 5.85% |
$22.2K - $25.1K
|
9.82K
$415K
|
|
|
Aug 04, 2025
Q2 2025
|
Buck Wealth Strategies, LLC
Denver, CO |
BUY
|
- |
5.09K+ 71.21% |
$185K - $209K
|
12.2K
$517K
|
|
|
Aug 04, 2025
Q2 2025
|
Spire Wealth Management
|
SELL
|
- |
-8.85K- 33.88% |
$322K - $364K
|
17.3K
$730K
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
9.49K+ 15.31% |
$345K - $390K
|
71.5K
$3.02M
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-42.7K- 52.9% |
$1.55M - $1.76M
|
38.1K
$1.61M
|
|
|
Jul 30, 2025
Q2 2025
|
Brookstone Capital Management
|
BUY
|
- |
970+ 3.34% |
$35.3K - $39.8K
|
30K
$1.27M
|
|
|
Jul 30, 2025
Q2 2025
|
Life Wealth Investments, LLC
Winter Garden, FL |
BUY
|
- |
17.6KNew |
$639K - $722K
|
17.6K
$742K
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
284+ 0.68% |
$10.3K - $11.7K
|
42.1K
$1.78M
|
|
|
Jul 28, 2025
Q2 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
12.1KNew |
$441K - $498K
|
12.1K
$512K
|
|
|
Jul 28, 2025
Q2 2025
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-9.39K- 5.92% |
$341K - $385K
|
149K
$6.3M
|
|
|
Jul 25, 2025
Q2 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-394- 6.12% |
$14.3K - $16.2K
|
6.05K
$255K
|
|
|
Jul 25, 2025
Q2 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
16.1KNew |
$585K - $660K
|
16.1K
$679K
|
|
|
Jul 25, 2025
Q2 2025
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
SELL
|
- |
-2.61K- 4.99% |
$94.9K - $107K
|
49.8K
$2.1M
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
SELL
|
- |
-190- 0.61% |
$6.91K - $7.8K
|
31.1K
$1.31M
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-1.47K- 11.14% |
$53.3K - $60.2K
|
11.7K
$494K
|