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 |
|---|---|---|---|---|---|---|---|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
BUY
|
- |
6.95K+ 16.28% |
$252K - $285K
|
49.6K
$2.03M
|
|
|
Jul 15, 2025
Q2 2025
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-5.2K- 14.81% |
$189K - $214K
|
29.9K
$1.23M
|
|
|
Jul 15, 2025
Q2 2025
|
Armis Advisers, LLC
Atlanta, GA |
SELL
|
- |
-136K- 28.67% |
$4.93M - $5.58M
|
338K
$13.9M
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-164- 1.14% |
$5.96K - $6.74K
|
14.2K
$584K
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-1.4K- 19.8% |
$50.9K - $57.5K
|
5.67K
$233K
|
|
|
Jul 10, 2025
Q2 2025
|
Marshall Financial Group LLC
|
SELL
|
- |
-13- 0.15% |
$473 - $534
|
8.82K
$362K
|
|
|
Jul 09, 2025
Q2 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
94.4K+ 46.99% |
$3.43M - $3.88M
|
295K
$12.1M
|
|
|
Jul 09, 2025
Q2 2025
|
Beacon Financial Group
|
SELL
|
- |
-5.24K- 20.11% |
$190K - $215K
|
20.8K
$853K
|
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-737- 15.56% |
$26.8K - $30.3K
|
4K
$164K
|
|
|
Jul 08, 2025
Q2 2025
|
Advance Capital Management, Inc.
Southfield, MI |
SELL
|
- |
-67.6K- 9.87% |
$2.46M - $2.78M
|
617K
$25.3M
|
|
|
Jul 07, 2025
Q2 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
SELL
|
- |
-157- 2.4% |
$5.71K - $6.45K
|
6.38K
$262K
|
|
|
Jul 07, 2025
Q2 2025
|
Schulz Wealth, Ltd.
Mansfield, TX |
BUY
|
- |
4.99KNew |
$181K - $205K
|
4.99K
$205K
|
|
| Q1 2025 | |||||||
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-2.56K- 66.67% |
$97.4K - $103K
|
1.28K
$52.5K
|
|
|
May 15, 2025
Q1 2025
|
Icon Wealth Advisors, LLC
Houston, TX |
SELL
|
- |
-455- 2.15% |
$17.3K - $18.4K
|
20.7K
$848K
|
|
|
May 15, 2025
Q1 2025
|
Old Mission Capital LLC
|
BUY
|
- |
11.8KNew |
$451K - $478K
|
11.8K
$486K
|
|
|
May 15, 2025
Q1 2025
|
Harvest Investment Services, LLC
|
SELL
|
- |
-3.2K- 8.37% |
$122K - $129K
|
35.1K
$1.44M
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-168- 2.49% |
$6.39K - $6.78K
|
6.59K
$270K
|
|
|
May 15, 2025
Q1 2025
|
Foguth Wealth Management, Llc.
Brighton, MI |
BUY
|
- |
38.4K+ 25.22% |
$1.46M - $1.55M
|
191K
$7.82M
|
|
|
May 15, 2025
Q1 2025
|
Barclays PLC
London, X0 |
SELL
|
- |
-2.02K- 53.97% |
$76.8K - $81.4K
|
1.72K
$70.6K
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-325- 18.47% |
$12.4K - $13.1K
|
1.44K
$58.9K
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-202- 2.51% |
$7.69K - $8.15K
|
7.85K
$322K
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-1.58K- 2.29% |
$59.9K - $63.6K
|
67.1K
$2.75M
|
|
|
May 14, 2025
Q1 2025
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-1.95K- 15.1% |
$74.3K - $78.7K
|
11K
$450K
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
11.1KNew |
$422K - $447K
|
11.1K
$455K
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-29.8K- 28.65% |
$1.13M - $1.2M
|
74.2K
$3.05M
|
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-2.02K- 16.37% |
$76.9K - $81.5K
|
10.3K
$423K
|
|
|
May 14, 2025
Q1 2025
|
Per Stirling Capital Management, Llc.
Austin, TX |
SELL
|
- |
-69K- 33.84% |
$2.63M - $2.79M
|
135K
$5.54M
|
|
|
May 14, 2025
Q1 2025
|
Reap Financial Group, LLC
Austin, TX |
SELL
|
- |
-70.1K- 12.58% |
$2.67M - $2.83M
|
487K
$20M
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-1.14KClosed |
$43.4K - $46.1K
|
0
$0
|
|
|
May 13, 2025
Q1 2025
|
Sequent Planning LLC
Omaha, NE |
BUY
|
- |
3.16K+ 2.57% |
$120K - $127K
|
126K
$5.17M
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-22.1K- 6.88% |
$842K - $893K
|
299K
$12.3M
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
4.38K+ 1158.2% |
$167K - $177K
|
4.76K
$195K
|
|
|
May 12, 2025
Q1 2025
|
Lcnb Corp
Lebanon, OH |
BUY
|
- |
607+ 0.53% |
$23.1K - $24.5K
|
114K
$4.69M
|
|
|
May 12, 2025
Q1 2025
|
Founders Financial Securities LLC
|
BUY
|
- |
21.4K+ 136.2% |
$814K - $864K
|
37.1K
$1.52M
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
15.2KNew |
$580K - $615K
|
15.2K
$625K
|
|
|
May 12, 2025
Q1 2025
|
Integrity Financial Corp
|
SELL
|
- |
-508- 2.84% |
$19.3K - $20.5K
|
17.4K
$713K
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-1.15K- 0.94% |
$43.8K - $46.5K
|
122K
$4.99M
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-1- 0.09% |
$38.1 - $40.4
|
1.13K
$46.5K
|
|
|
May 09, 2025
Q1 2025
|
Ogorek Anthony Joseph
|
BUY
|
- |
306K+ 8624.54% |
$11.7M - $12.4M
|
310K
$12.7M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
SELL
|
- |
-1.66K- 3.07% |
$63.1K - $66.9K
|
52.4K
$2.15M
|
|
|
May 09, 2025
Q1 2025
|
Advyzon Investment Management, LLC
Lisle, IL |
BUY
|
- |
50+ 0.75% |
$1.9K - $2.02K
|
6.73K
$276K
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-5.97K- 12.5% |
$227K - $241K
|
41.8K
$1.71M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
6.62K+ 75.67% |
$252K - $267K
|
15.4K
$631K
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
1.92K+ 4.5% |
$72.9K - $77.3K
|
44.5K
$1.82M
|
|
|
May 06, 2025
Q1 2025
|
Kovack Advisors, Inc.
|
SELL
|
- |
-536- 7.58% |
$20.4K - $21.6K
|
6.54K
$268K
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-7.15K- 23.72% |
$272K - $288K
|
23K
$943K
|
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-3.01K- 6.98% |
$115K - $121K
|
40.1K
$1.65M
|
|
|
May 05, 2025
Q1 2025
|
1 St Source Bank
|
SELL
|
- |
-216- 0.78% |
$8.22K - $8.72K
|
27.5K
$1.13M
|
|
|
May 05, 2025
Q1 2025
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-28- 0.47% |
$1.07K - $1.13K
|
5.9K
$242K
|
|
|
May 05, 2025
Q1 2025
|
Ignite Planners, LLC
|
SELL
|
- |
-10.9K- 32.38% |
$414K - $439K
|
22.7K
$931K
|
|