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 |
|---|---|---|---|---|---|---|---|
|
Dec 02, 2025
Q3 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
142+ 1.21% |
$5.82K - $6.13K
|
11.8K
$517K
|
|
|
Nov 18, 2025
Q3 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
2.21KNew |
$90.4K - $95.3K
|
2.21K
$96.3K
|
|
|
Nov 17, 2025
Q3 2025
|
Harvest Investment Services, LLC
|
SELL
|
- |
-1.91K- 5.9% |
$78.1K - $82.3K
|
30.4K
$1.33M
|
|
|
Nov 14, 2025
Q3 2025
|
Prosperity Consulting Group, LLC
|
SELL
|
- |
-1.75K- 21.74% |
$71.6K - $75.4K
|
6.28K
$274K
|
|
|
Nov 14, 2025
Q3 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-8.61K- 7.61% |
$353K - $372K
|
104K
$4.56M
|
|
|
Nov 14, 2025
Q3 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-66- 0.09% |
$2.71K - $2.85K
|
73.8K
$3.22M
|
|
|
Nov 14, 2025
Q3 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
4.68KNew |
$192K - $202K
|
4.68K
$204K
|
|
|
Nov 14, 2025
Q3 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
9.14KNew |
$375K - $395K
|
9.14K
$399K
|
|
|
Nov 14, 2025
Q3 2025
|
Stone X Group Inc.
|
BUY
|
- |
7.21K+ 27.11% |
$296K - $311K
|
33.8K
$1.48M
|
|
|
Nov 14, 2025
Q3 2025
|
Old Mission Capital LLC
|
BUY
|
- |
17.2K+ 99.12% |
$704K - $741K
|
34.5K
$1.51M
|
|
|
Nov 14, 2025
Q3 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
1.63K+ 3.17% |
$67K - $70.5K
|
53.2K
$2.32M
|
|
|
Nov 14, 2025
Q3 2025
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-789- 19.73% |
$32.4K - $34.1K
|
3.21K
$140K
|
|
|
Nov 14, 2025
Q3 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-120K- 48.53% |
$4.92M - $5.19M
|
127K
$5.56M
|
|
|
Nov 14, 2025
Q3 2025
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-3.38K- 18.26% |
$139K - $146K
|
15.1K
$660K
|
|
|
Nov 13, 2025
Q3 2025
|
Ubs Group Ag
|
BUY
|
- |
1.03KNew |
$42.4K - $44.6K
|
1.03K
$45.1K
|
|
|
Nov 13, 2025
Q3 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-550- 0.85% |
$22.6K - $23.8K
|
64.5K
$2.82M
|
|
|
Nov 13, 2025
Q3 2025
|
Wood Tarver Financial Group, LLC
Boise, ID |
SELL
|
- |
-44.4K- 14.0% |
$1.82M - $1.92M
|
272K
$11.9M
|
|
|
Nov 12, 2025
Q3 2025
|
Sequent Planning LLC
Omaha, NE |
SELL
|
- |
-2.62K- 2.1% |
$107K - $113K
|
122K
$5.33M
|
|
|
Nov 12, 2025
Q3 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-26.2K- 68.91% |
$1.08M - $1.13M
|
11.8K
$517K
|
|
|
Nov 12, 2025
Q3 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
2.26K+ 5.36% |
$92.5K - $97.4K
|
44.3K
$1.94M
|
|
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
3.7K+ 12.46% |
$152K - $160K
|
33.4K
$1.46M
|
|
|
Nov 12, 2025
Q3 2025
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-381- 5.59% |
$15.6K - $16.5K
|
6.43K
$281K
|
|
|
Nov 12, 2025
Q3 2025
|
Barclays PLC
London, X0 |
SELL
|
- |
-4.13K- 82.59% |
$169K - $179K
|
871
$38K
|
|
|
Nov 12, 2025
Q3 2025
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
1.46K+ 1.07% |
$59.8K - $62.9K
|
138K
$6.01M
|
|
|
Nov 10, 2025
Q3 2025
|
Lcnb Corp
Lebanon, OH |
BUY
|
- |
8.73K+ 7.56% |
$358K - $377K
|
124K
$5.42M
|
|
|
Nov 10, 2025
Q3 2025
|
Advyzon Investment Management, LLC
Lisle, IL |
SELL
|
- |
-584- 9.02% |
$24K - $25.2K
|
5.89K
$257K
|
|
|
Nov 07, 2025
Q3 2025
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
3.88KNew |
$159K - $167K
|
3.88K
$169K
|
|
|
Nov 07, 2025
Q3 2025
|
Smart Wealth LLC
Omaha, NE |
SELL
|
- |
-2.15K- 6.31% |
$88.3K - $93K
|
31.9K
$1.39M
|
|
|
Nov 07, 2025
Q3 2025
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-2.92K- 5.3% |
$120K - $126K
|
52.2K
$2.28M
|
|
|
Nov 07, 2025
Q3 2025
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-9.79K- 48.23% |
$402K - $423K
|
10.5K
$459K
|
|
|
Nov 06, 2025
Q3 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-160- 5.13% |
$6.56K - $6.91K
|
2.96K
$129K
|
|
|
Nov 06, 2025
Q3 2025
|
Integrity Financial Corp
|
SELL
|
- |
-23- 0.14% |
$943 - $994
|
16K
$699K
|
|
|
Nov 05, 2025
Q3 2025
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-460- 15.81% |
$18.9K - $19.9K
|
2.45K
$107K
|
|
|
Nov 05, 2025
Q3 2025
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-302- 2.49% |
$12.4K - $13K
|
11.8K
$517K
|
|
|
Nov 05, 2025
Q3 2025
|
Reap Financial Group, LLC
Austin, TX |
SELL
|
- |
-18.9K- 5.9% |
$775K - $816K
|
302K
$13.2M
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
6.37K+ 8.9% |
$261K - $275K
|
77.9K
$3.4M
|
|
|
Nov 04, 2025
Q3 2025
|
Ogorek Anthony Joseph
|
SELL
|
- |
-3.56K- 1.16% |
$146K - $154K
|
304K
$13.3M
|
|
|
Nov 04, 2025
Q3 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
1.1K+ 0.73% |
$44.9K - $47.3K
|
150K
$6.56M
|
|
|
Nov 03, 2025
Q3 2025
|
Truist Financial Corp
|
BUY
|
- |
666+ 1.34% |
$27.3K - $28.8K
|
50.3K
$2.2M
|
|
|
Nov 03, 2025
Q3 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-1.17K- 36.75% |
$47.8K - $50.3K
|
2.01K
$87.6K
|
|
|
Nov 03, 2025
Q3 2025
|
Winnow Wealth LLC
Waco, TX |
BUY
|
- |
2.53KNew |
$104K - $109K
|
2.53K
$110K
|
|
|
Nov 03, 2025
Q3 2025
|
Arbor Capital Management Inc
Anchorage, AK |
SELL
|
- |
-7- 0.07% |
$287 - $302
|
9.81K
$428K
|
|
|
Oct 30, 2025
Q3 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-675- 11.17% |
$27.7K - $29.2K
|
5.37K
$235K
|
|
|
Oct 30, 2025
Q3 2025
|
Simplicity Wealth,Llc
|
SELL
|
- |
-4.95K- 50.56% |
$203K - $214K
|
4.84K
$211K
|
|
|
Oct 24, 2025
Q3 2025
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-2.58K- 16.06% |
$106K - $112K
|
13.5K
$590K
|
|
|
Oct 23, 2025
Q3 2025
|
Evolution Wealth Management Inc.
Fort Myers, FL |
BUY
|
- |
1+ 0.01% |
$41 - $43.2
|
16K
$697K
|
|
|
Oct 23, 2025
Q3 2025
|
Spire Wealth Management
|
SELL
|
- |
-2.46K- 14.21% |
$101K - $106K
|
14.8K
$647K
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-201K- 64.06% |
$8.24M - $8.68M
|
113K
$4.92M
|
|
|
Oct 22, 2025
Q3 2025
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-182- 3.79% |
$7.47K - $7.86K
|
4.62K
$202K
|
|
|
Oct 22, 2025
Q3 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-4- 0.31% |
$164 - $173
|
1.28K
$55.9K
|
|