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 |
|---|---|---|---|---|---|---|---|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
SELL
|
- |
-22.8K- 42.12% |
$866K - $918K
|
31.3K
$1.28M
|
|
|
Apr 29, 2025
Q1 2025
|
Wood Tarver Financial Group, LLC
Boise, ID |
BUY
|
- |
6.67K+ 20.05% |
$254K - $269K
|
40K
$1.64M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-27K- 30.37% |
$1.03M - $1.09M
|
62K
$2.54M
|
|
|
Apr 29, 2025
Q1 2025
|
Smart Wealth LLC
Omaha, NE |
SELL
|
- |
-8.45K- 19.28% |
$321K - $341K
|
35.4K
$1.45M
|
|
|
Apr 28, 2025
Q1 2025
|
Arbor Capital Management Inc
Anchorage, AK |
BUY
|
- |
265+ 2.61% |
$10.1K - $10.7K
|
10.4K
$428K
|
|
|
Apr 28, 2025
Q1 2025
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-4.62K- 2.83% |
$176K - $187K
|
159K
$6.5M
|
|
|
Apr 25, 2025
Q1 2025
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-1.09K- 4.21% |
$41.6K - $44.1K
|
24.9K
$1.02M
|
|
|
Apr 23, 2025
Q1 2025
|
Holistic Planning, LLC
Nacogdoches, TX |
BUY
|
- |
50+ 0.43% |
$1.9K - $2.02K
|
11.8K
$483K
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
SELL
|
- |
-33- 2.49% |
$1.26K - $1.33K
|
1.29K
$53K
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
SELL
|
- |
-3.23K- 10.98% |
$123K - $130K
|
26.1K
$1.07M
|
|
|
Apr 22, 2025
Q1 2025
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
SELL
|
- |
-2.37K- 22.28% |
$90.2K - $95.7K
|
8.27K
$339K
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-27.5K- 25.38% |
$1.05M - $1.11M
|
80.8K
$3.31M
|
|
|
Apr 22, 2025
Q1 2025
|
Buck Wealth Strategies, LLC
Denver, CO |
BUY
|
- |
7.15KNew |
$272K - $288K
|
7.15K
$293K
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-1.7K- 20.91% |
$64.8K - $68.7K
|
6.44K
$264K
|
|
|
Apr 16, 2025
Q1 2025
|
Hickory Asset Management, Inc.
Concord, OH |
SELL
|
- |
-2.5K- 23.17% |
$95.2K - $101K
|
8.29K
$340K
|
|
|
Apr 15, 2025
Q1 2025
|
Spectrum Asset Management, Inc.
|
SELL
|
- |
-715- 11.97% |
$27.2K - $28.9K
|
5.26K
$216K
|
|
|
Apr 14, 2025
Q1 2025
|
Tounjian Advisory Partners, LLC
Fort Myers, FL |
BUY
|
- |
40.8KNew |
$1.55M - $1.65M
|
40.8K
$1.67M
|
|
| Q4 2024 | |||||||
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
235K+ 197.61% |
$9.06M - $9.37M
|
353K
$14.5M
|
|
|
Feb 25, 2025
Q4 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
17.1KNew |
$661K - $684K
|
17.1K
$702K
|
|
|
Feb 18, 2025
Q4 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-1.99K- 56.47% |
$76.7K - $79.3K
|
1.53K
$62.8K
|
|
|
Feb 14, 2025
Q4 2024
|
Prosperity Consulting Group, LLC
|
SELL
|
- |
-89- 1.04% |
$3.44K - $3.56K
|
8.44K
$346K
|
|
|
Feb 14, 2025
Q4 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
1.94KNew |
$74.9K - $77.5K
|
1.94K
$79.5K
|
|
|
Feb 14, 2025
Q4 2024
|
First Heartland Consultants, Inc.
|
BUY
|
- |
5.18KNew |
$200K - $207K
|
5.18K
$212K
|
|
|
Feb 13, 2025
Q4 2024
|
Townsquare Capital LLC
|
SELL
|
- |
-3.29K- 30.07% |
$127K - $131K
|
7.64K
$313K
|
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
BUY
|
- |
3.04KNew |
$117K - $121K
|
3.04K
$125K
|
|
|
Feb 06, 2025
Q4 2024
|
Keystone Wealth Services, LLC
|
BUY
|
- |
7.33KNew |
$283K - $293K
|
7.33K
$301K
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
20KNew |
$773K - $799K
|
20K
$820K
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
637+ 5.09% |
$24.6K - $25.4K
|
13.2K
$540K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
700New |
$27K - $28K
|
700
$28.7K
|
|
|
Jan 29, 2025
Q4 2024
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
1.02K+ 92.73% |
$39.4K - $40.7K
|
2.12K
$87K
|
|
|
Jan 29, 2025
Q4 2024
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-1.38K- 44.37% |
$53.3K - $55.1K
|
1.73K
$71K
|
|
|
Jan 28, 2025
Q4 2024
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
76+ 1.44% |
$2.94K - $3.04K
|
5.36K
$220K
|
|
|
Jan 23, 2025
Q4 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
460+ 18.78% |
$17.8K - $18.4K
|
2.91K
$119K
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-59- 1.02% |
$2.28K - $2.36K
|
5.74K
$235K
|
|
|
Jan 22, 2025
Q4 2024
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
563New |
$21.7K - $22.5K
|
563
$23.1K
|
|
|
Jan 22, 2025
Q4 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
550+ 2.3% |
$21.2K - $22K
|
24.4K
$1M
|
|
|
Jan 21, 2025
Q4 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
1.05K+ 223.4% |
$40.6K - $41.9K
|
1.52K
$62.4K
|
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
5.43KNew |
$210K - $217K
|
5.43K
$223K
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
SELL
|
- |
-507- 1.72% |
$19.6K - $20.3K
|
29K
$1.19M
|
|
| Q3 2024 | |||||||
|
Dec 09, 2024
Q3 2024
|
Copley Financial Group, Inc.
San Diego, CA |
BUY
|
- |
3.21KNew |
$122K - $125K
|
3.21K
$132K
|
|
|
Nov 12, 2024
Q3 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-1.13K- 2.27% |
$42.8K - $44.1K
|
48.5K
$1.99M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
3.29K+ 15.05% |
$125K - $128K
|
25.1K
$1.03M
|
|
| Q2 2024 | |||||||
|
Aug 14, 2024
Q2 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
2.24K+ 8.89% |
$83.4K - $86.1K
|
27.5K
$1.13M
|
|
|
Aug 13, 2024
Q2 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
11.3KNew |
$421K - $434K
|
11.3K
$464K
|
|
|
Aug 09, 2024
Q2 2024
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
8New |
$298 - $307
|
8
$328
|
|
|
Jul 09, 2024
Q2 2024
|
Sage Capital Advisors,Llc
|
SELL
|
- |
-1.51K- 9.89% |
$56.1K - $57.9K
|
13.7K
$564K
|
|
| Q1 2024 | |||||||
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
15K+ 62.94% |
$541K - $563K
|
38.7K
$1.59M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
4.33K+ 20.26% |
$156K - $163K
|
25.7K
$1.05M
|
|
|
May 10, 2024
Q1 2024
|
1776 Wealth LLC
|
BUY
|
- |
10.7KNew |
$385K - $401K
|
10.7K
$437K
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-55.1K- 76.79% |
$1.99M - $2.07M
|
16.7K
$683K
|
|