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 13, 2024
Q3 2024
|
Smart Wealth LLC
Omaha, NE |
BUY
|
- |
4.57K+ 35.12% |
$173K - $178K
|
17.6K
$694K
|
|
|
Dec 11, 2024
Q3 2024
|
1 St Source Bank
|
BUY
|
- |
27.7KNew |
$1.05M - $1.08M
|
27.7K
$1.09M
|
|
|
Dec 09, 2024
Q3 2024
|
Copley Financial Group, Inc.
San Diego, CA |
BUY
|
- |
3.21KNew |
$122K - $125K
|
3.21K
$127K
|
|
|
Nov 18, 2024
Q3 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
1.99K+ 129.74% |
$75.3K - $77.5K
|
3.52K
$139K
|
|
|
Nov 15, 2024
Q3 2024
|
Barclays PLC
London, X0 |
BUY
|
- |
5.13KNew |
$195K - $200K
|
5.13K
$203K
|
|
|
Nov 15, 2024
Q3 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
1.72K+ 29.93% |
$65K - $66.9K
|
7.45K
$294K
|
|
|
Nov 14, 2024
Q3 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-2.08K- 6.36% |
$79K - $81.3K
|
30.7K
$1.21M
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
2.56K+ 143.25% |
$97K - $99.8K
|
4.34K
$171K
|
|
|
Nov 14, 2024
Q3 2024
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
20.9K+ 6215.18% |
$792K - $815K
|
21.2K
$838K
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-5.05K- 74.16% |
$191K - $197K
|
1.76K
$69.5K
|
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
13.8K+ 93.82% |
$523K - $539K
|
28.5K
$1.13M
|
|
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
293+ 3.21% |
$11.1K - $11.4K
|
9.43K
$373K
|
|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-11.6K- 44.58% |
$440K - $453K
|
14.4K
$570K
|
|
|
Nov 13, 2024
Q3 2024
|
Truist Financial Corp
|
SELL
|
- |
-1.47K- 2.85% |
$55.6K - $57.2K
|
49.9K
$1.97M
|
|
|
Nov 13, 2024
Q3 2024
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
217+ 0.1% |
$8.23K - $8.47K
|
210K
$8.29M
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-2.89K- 6.09% |
$110K - $113K
|
44.6K
$1.76M
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-10.5K- 17.92% |
$397K - $408K
|
47.9K
$1.89M
|
|
|
Nov 13, 2024
Q3 2024
|
Townsquare Capital LLC
|
SELL
|
- |
-25- 0.23% |
$948 - $976
|
10.9K
$431K
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-59.7K- 71.28% |
$2.26M - $2.33M
|
24K
$950K
|
|
|
Nov 12, 2024
Q3 2024
|
Lcnb Corp
Lebanon, OH |
BUY
|
- |
34.9KNew |
$1.32M - $1.36M
|
34.9K
$1.38M
|
|
|
Nov 12, 2024
Q3 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-1.13K- 2.27% |
$42.8K - $44.1K
|
48.5K
$1.92M
|
|
|
Nov 12, 2024
Q3 2024
|
Founders Financial Securities LLC
|
BUY
|
- |
8.13KNew |
$308K - $317K
|
8.13K
$321K
|
|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
156+ 16.54% |
$5.92K - $6.09K
|
1.1K
$43.4K
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-1.4K- 13.53% |
$53.1K - $54.7K
|
8.96K
$354K
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-75.3K- 64.2% |
$2.85M - $2.94M
|
42K
$1.66M
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-41K- 41.33% |
$1.56M - $1.6M
|
58.3K
$2.3M
|
|
|
Nov 04, 2024
Q3 2024
|
Arbor Capital Management Inc
Anchorage, AK |
SELL
|
- |
-30- 0.41% |
$1.14K - $1.17K
|
7.31K
$288K
|
|
|
Oct 29, 2024
Q3 2024
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-2.84K- 34.88% |
$108K - $111K
|
5.31K
$209K
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-2.39K- 16.14% |
$90.6K - $93.2K
|
12.4K
$490K
|
|
|
Oct 25, 2024
Q3 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-1.5K- 20.56% |
$56.9K - $58.5K
|
5.8K
$229K
|
|
|
Oct 25, 2024
Q3 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-6.48K- 3.76% |
$246K - $253K
|
166K
$6.54M
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
1.11K+ 6.94% |
$42.1K - $43.3K
|
17.1K
$676K
|
|
|
Oct 22, 2024
Q3 2024
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
BUY
|
- |
16.1K+ 54.53% |
$611K - $629K
|
45.7K
$1.8M
|
|
|
Oct 21, 2024
Q3 2024
|
Integrity Financial Corp
|
SELL
|
- |
-859- 10.13% |
$32.6K - $33.5K
|
7.62K
$301K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
3.29K+ 15.05% |
$125K - $128K
|
25.1K
$993K
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
2.95K+ 3.88% |
$112K - $115K
|
79K
$3.12M
|
|
|
Oct 16, 2024
Q3 2024
|
Marshall Financial Group LLC
|
SELL
|
- |
-113- 1.26% |
$4.28K - $4.41K
|
8.84K
$349K
|
|
|
Oct 15, 2024
Q3 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
8.69K+ 74.02% |
$330K - $339K
|
20.4K
$807K
|
|
|
Oct 15, 2024
Q3 2024
|
Spire Wealth Management
|
SELL
|
- |
-4.14K- 22.4% |
$157K - $162K
|
14.4K
$567K
|
|
|
Oct 15, 2024
Q3 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-127- 3.43% |
$4.82K - $4.96K
|
3.58K
$141K
|
|
|
Oct 15, 2024
Q3 2024
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
687+ 8.77% |
$26.1K - $26.8K
|
8.52K
$337K
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
BUY
|
- |
2.78K+ 61.59% |
$105K - $108K
|
7.29K
$288K
|
|
| Q2 2024 | |||||||
|
Aug 14, 2024
Q2 2024
|
Old Mission Capital LLC
|
BUY
|
- |
26.5K+ 366.06% |
$987K - $1.02M
|
33.8K
$1.33M
|
|
|
Aug 14, 2024
Q2 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
2.24K+ 8.89% |
$83.4K - $86.1K
|
27.5K
$1.08M
|
|
|
Aug 14, 2024
Q2 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
97+ 1.21% |
$3.61K - $3.72K
|
8.13K
$321K
|
|
|
Aug 13, 2024
Q2 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
11.3KNew |
$421K - $434K
|
11.3K
$447K
|
|
|
Aug 09, 2024
Q2 2024
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
8New |
$298 - $307
|
8
$316
|
|
|
Aug 06, 2024
Q2 2024
|
Beacon Financial Group
|
SELL
|
- |
-19.3K- 50.57% |
$716K - $739K
|
18.8K
$744K
|
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-560- 32.92% |
$20.8K - $21.5K
|
1.14K
$45.1K
|
|
|
Jul 16, 2024
Q2 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
89+ 1.0% |
$3.31K - $3.42K
|
8.97K
$354K
|
|