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 |
|---|---|---|---|---|---|---|---|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
103+ 0.21% |
$3.98K - $4.11K
|
50K
$2M
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
700New |
$27K - $28K
|
700
$28K
|
|
|
Jan 30, 2025
Q4 2024
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
SELL
|
- |
-2.27K- 17.58% |
$87.7K - $90.6K
|
10.6K
$425K
|
|
|
Jan 30, 2025
Q4 2024
|
Hickory Asset Management, Inc.
Concord, OH |
BUY
|
- |
10.8KNew |
$417K - $431K
|
10.8K
$431K
|
|
|
Jan 29, 2025
Q4 2024
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-1.38K- 44.37% |
$53.3K - $55.1K
|
1.73K
$69.1K
|
|
|
Jan 29, 2025
Q4 2024
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
1.02K+ 92.73% |
$39.4K - $40.7K
|
2.12K
$84.7K
|
|
|
Jan 29, 2025
Q4 2024
|
Beacon Financial Group
|
BUY
|
- |
7.21K+ 38.28% |
$278K - $288K
|
26K
$1.04M
|
|
|
Jan 28, 2025
Q4 2024
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
76+ 1.44% |
$2.94K - $3.04K
|
5.36K
$214K
|
|
|
Jan 28, 2025
Q4 2024
|
Smart Wealth LLC
Omaha, NE |
BUY
|
- |
26.2K+ 149.3% |
$1.01M - $1.05M
|
43.8K
$1.75M
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
43.1KNew |
$1.67M - $1.72M
|
43.1K
$1.72M
|
|
|
Jan 27, 2025
Q4 2024
|
Spectrum Asset Management, Inc.
|
BUY
|
- |
5.98KNew |
$231K - $239K
|
5.98K
$239K
|
|
|
Jan 27, 2025
Q4 2024
|
Foguth Wealth Management, Llc.
Brighton, MI |
BUY
|
- |
152KNew |
$5.88M - $6.08M
|
152K
$6.08M
|
|
|
Jan 24, 2025
Q4 2024
|
Ogorek Anthony Joseph
|
BUY
|
- |
3.55KNew |
$137K - $142K
|
3.55K
$142K
|
|
|
Jan 24, 2025
Q4 2024
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
BUY
|
- |
8.33K+ 18.23% |
$322K - $333K
|
54K
$2.16M
|
|
|
Jan 24, 2025
Q4 2024
|
Holistic Planning, LLC
Nacogdoches, TX |
BUY
|
- |
11.7KNew |
$453K - $468K
|
11.7K
$468K
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
BUY
|
- |
15K+ 104.54% |
$580K - $599K
|
29.4K
$1.17M
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-59- 1.02% |
$2.28K - $2.36K
|
5.74K
$229K
|
|
|
Jan 23, 2025
Q4 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
460+ 18.78% |
$17.8K - $18.4K
|
2.91K
$116K
|
|
|
Jan 23, 2025
Q4 2024
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
20.7K+ 389.93% |
$799K - $826K
|
26K
$1.04M
|
|
|
Jan 22, 2025
Q4 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-3.57K- 99.86% |
$138K - $143K
|
5
$200
|
|
|
Jan 22, 2025
Q4 2024
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
563New |
$21.7K - $22.5K
|
563
$22.5K
|
|
|
Jan 22, 2025
Q4 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
550+ 2.3% |
$21.2K - $22K
|
24.4K
$975K
|
|
|
Jan 21, 2025
Q4 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
1.05K+ 223.4% |
$40.6K - $41.9K
|
1.52K
$60.7K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
1.28KNew |
$49.4K - $51.1K
|
1.28K
$51.1K
|
|
|
Jan 21, 2025
Q4 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
39.7KNew |
$1.53M - $1.58M
|
39.7K
$1.58M
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-2.58K- 1.56% |
$99.6K - $103K
|
163K
$6.52M
|
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
5.43KNew |
$210K - $217K
|
5.43K
$217K
|
|
|
Jan 13, 2025
Q4 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
116K+ 567.93% |
$4.48M - $4.64M
|
136K
$5.45M
|
|
|
Jan 13, 2025
Q4 2024
|
Ignite Planners, LLC
|
BUY
|
- |
17.7K+ 111.11% |
$682K - $706K
|
33.6K
$1.34M
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
SELL
|
- |
-507- 1.72% |
$19.6K - $20.3K
|
29K
$1.16M
|
|
|
Jan 06, 2025
Q4 2024
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
428KNew |
$16.5M - $17.1M
|
428K
$17.1M
|
|
| Q3 2024 | |||||||
|
Dec 11, 2024
Q3 2024
|
1 St Source Bank
|
BUY
|
- |
27.7KNew |
$1.05M - $1.08M
|
27.7K
$1.11M
|
|
|
Dec 09, 2024
Q3 2024
|
Copley Financial Group, Inc.
San Diego, CA |
BUY
|
- |
3.21KNew |
$122K - $125K
|
3.21K
$128K
|
|
|
Nov 18, 2024
Q3 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
1.99K+ 129.74% |
$75.3K - $77.5K
|
3.52K
$140K
|
|
|
Nov 15, 2024
Q3 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
1.72K+ 29.93% |
$65K - $66.9K
|
7.45K
$297K
|
|
|
Nov 15, 2024
Q3 2024
|
Barclays PLC
London, X0 |
BUY
|
- |
5.13KNew |
$195K - $200K
|
5.13K
$205K
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
2.56K+ 143.25% |
$97K - $99.8K
|
4.34K
$173K
|
|
|
Nov 14, 2024
Q3 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-2.08K- 6.36% |
$79K - $81.3K
|
30.7K
$1.23M
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-5.05K- 74.16% |
$191K - $197K
|
1.76K
$70.3K
|
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
13.8K+ 93.82% |
$523K - $539K
|
28.5K
$1.14M
|
|
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
293+ 3.21% |
$11.1K - $11.4K
|
9.43K
$377K
|
|
|
Nov 14, 2024
Q3 2024
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
20.9K+ 6215.18% |
$792K - $815K
|
21.2K
$847K
|
|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-11.6K- 44.58% |
$440K - $453K
|
14.4K
$577K
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-59.7K- 71.28% |
$2.26M - $2.33M
|
24K
$960K
|
|
|
Nov 13, 2024
Q3 2024
|
Townsquare Capital LLC
|
SELL
|
- |
-25- 0.23% |
$948 - $976
|
10.9K
$436K
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-10.5K- 17.92% |
$397K - $408K
|
47.9K
$1.91M
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-2.89K- 6.09% |
$110K - $113K
|
44.6K
$1.78M
|
|
|
Nov 13, 2024
Q3 2024
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
217+ 0.1% |
$8.23K - $8.47K
|
210K
$8.38M
|
|
|
Nov 12, 2024
Q3 2024
|
Founders Financial Securities LLC
|
BUY
|
- |
8.13KNew |
$308K - $317K
|
8.13K
$325K
|
|
|
Nov 12, 2024
Q3 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-1.13K- 2.27% |
$42.8K - $44.1K
|
48.5K
$1.94M
|
|