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 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
4.33K+ 20.26% |
$156K - $163K
|
25.7K
$1.01M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
15K+ 62.94% |
$541K - $563K
|
38.7K
$1.52M
|
|
|
May 10, 2024
Q1 2024
|
1776 Wealth LLC
|
BUY
|
- |
10.7KNew |
$385K - $401K
|
10.7K
$417K
|
|
|
Apr 26, 2024
Q1 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
2K+ 9.15% |
$72.2K - $75.2K
|
23.9K
$935K
|
|
|
Apr 24, 2024
Q1 2024
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-307- 4.93% |
$11.1K - $11.5K
|
5.93K
$232K
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-55.1K- 76.79% |
$1.99M - $2.07M
|
16.7K
$652K
|
|
|
Apr 15, 2024
Q1 2024
|
Brookstone Capital Management
|
SELL
|
- |
-7- 0.02% |
$253 - $263
|
29.5K
$1.16M
|
|
| Q4 2023 | |||||||
|
Feb 13, 2024
Q4 2023
|
Benchmark Investment Advisors LLC
Chicago, IL |
BUY
|
- |
12.1KNew |
$408K - $441K
|
12.1K
$474K
|
|
|
Feb 12, 2024
Q4 2023
|
Schulz Wealth, Ltd.
Mansfield, TX |
BUY
|
- |
6.12KNew |
$206K - $223K
|
6.12K
$240K
|
|
|
Feb 08, 2024
Q4 2023
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
12.1KNew |
$408K - $441K
|
12.1K
$474K
|
|
|
Feb 08, 2024
Q4 2023
|
Wealth Trust Asset Management, LLC
Destin, FL |
SELL
|
- |
-809- 9.98% |
$27.3K - $29.4K
|
7.3K
$286K
|
|
|
Feb 06, 2024
Q4 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
5.93KNew |
$200K - $216K
|
5.93K
$232K
|
|
|
Feb 05, 2024
Q4 2023
|
Naviter Wealth, LLC
|
BUY
|
- |
5.75KNew |
$194K - $209K
|
5.75K
$225K
|
|
|
Jan 31, 2024
Q4 2023
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
3.25KNew |
$110K - $118K
|
3.25K
$127K
|
|
|
Jan 19, 2024
Q4 2023
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
270+ 135.0% |
$9.1K - $9.83K
|
470
$18.4K
|
|
|
Jan 16, 2024
Q4 2023
|
Mtm Investment Management, LLC
Spartanburg, SC |
SELL
|
- |
-1K- 47.62% |
$33.7K - $36.4K
|
1.1K
$43.1K
|
|
|
Jan 12, 2024
Q4 2023
|
Presidio Capital Management, LLC
|
BUY
|
- |
5.93KNew |
$200K - $216K
|
5.93K
$232K
|
|
|
Jan 10, 2024
Q4 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
943New |
$31.8K - $34.3K
|
943
$36.9K
|
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
4.08K+ 48.31% |
$137K - $148K
|
12.5K
$490K
|
|
| Q3 2023 | |||||||
|
Nov 14, 2023
Q3 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
33.7KNew |
$1.16M - $1.2M
|
33.7K
$1.32M
|
|
|
Nov 14, 2023
Q3 2023
|
Fsb Premier Wealth Management, Inc.
|
SELL
|
- |
-988- 13.57% |
$34.1K - $35.2K
|
6.29K
$246K
|
|
|
Nov 14, 2023
Q3 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-242K- 98.78% |
$8.35M - $8.63M
|
3K
$118K
|
|
|
Nov 14, 2023
Q3 2023
|
Icon Wealth Partners, LLC
|
SELL
|
- |
-28- 0.12% |
$966 - $998
|
23.6K
$925K
|
|
|
Nov 13, 2023
Q3 2023
|
Delta Investment Management, LLC
|
SELL
|
- |
-1.42K- 14.52% |
$49.1K - $50.8K
|
8.38K
$328K
|
|
|
Nov 06, 2023
Q3 2023
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
2New |
$69 - $71.3
|
2
$78.3
|
|
|
Oct 10, 2023
Q3 2023
|
Ignite Planners, LLC
|
SELL
|
- |
-8.42K- 34.62% |
$290K - $300K
|
15.9K
$623K
|
|
| Q2 2023 | |||||||
|
Oct 30, 2023
Q2 2023
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
PUT |
11.4KNew |
$374K - $398K
|
11.4K
$447K
|
|
|
Aug 15, 2023
Q2 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
327New |
$10.7K - $11.4K
|
327
$12.8K
|
|
|
Aug 15, 2023
Q2 2023
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-507- 5.73% |
$16.6K - $17.7K
|
8.34K
$327K
|
|
|
Aug 15, 2023
Q2 2023
|
Gts Securities LLC
New York, NY |
BUY
|
- |
10.2KNew |
$334K - $356K
|
10.2K
$400K
|
|
|
Aug 14, 2023
Q2 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
3KNew |
$98.3K - $105K
|
3K
$118K
|
|
|
Aug 09, 2023
Q2 2023
|
1 St Source Bank
|
SELL
|
- |
-7.71K- 33.45% |
$252K - $269K
|
15.3K
$600K
|
|
|
Aug 08, 2023
Q2 2023
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-1.14K- 13.84% |
$37.3K - $39.8K
|
7.09K
$278K
|
|
|
Aug 01, 2023
Q2 2023
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
296New |
$9.7K - $10.3K
|
296
$11.6K
|
|
|
Jul 25, 2023
Q2 2023
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
6.71KNew |
$220K - $234K
|
6.71K
$263K
|
|
|
Jul 18, 2023
Q2 2023
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-170- 2.52% |
$5.57K - $5.93K
|
6.59K
$258K
|
|
| Q1 2023 | |||||||
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-5- 10.87% |
$156 - $165
|
41
$1.61K
|
|
|
May 15, 2023
Q1 2023
|
Wolverine Trading, LLC
Chicago, IL |
SELL
|
- |
-10.1K- 60.73% |
$314K - $333K
|
6.53K
$256K
|
|
|
May 10, 2023
Q1 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
4.11KNew |
$128K - $135K
|
4.11K
$161K
|
|
|
May 05, 2023
Q1 2023
|
3 D/L Capital Management, LLC
|
SELL
|
- |
-337- 1.43% |
$10.5K - $11.1K
|
23.2K
$907K
|
|
|
May 04, 2023
Q1 2023
|
Scissortail Wealth Management, LLC
Tulsa, OK |
BUY
|
- |
1.63KNew |
$50.8K - $53.8K
|
1.63K
$64K
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
2.86KNew |
$89K - $94.2K
|
2.86K
$112K
|
|
| Q4 2022 | |||||||
|
Feb 13, 2023
Q4 2022
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-4.42K- 40.66% |
$135K - $142K
|
6.45K
$253K
|
|
|
Feb 13, 2023
Q4 2022
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
BUY
|
- |
12.9KNew |
$393K - $414K
|
12.9K
$506K
|
|
|
Feb 03, 2023
Q4 2022
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
2.45KNew |
$74.6K - $78.6K
|
2.45K
$96K
|
|
|
Jan 27, 2023
Q4 2022
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
148New |
$4.51K - $4.75K
|
148
$5.8K
|
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
100New |
$3.05K - $3.21K
|
100
$3.92K
|
|
|
Jan 10, 2023
Q4 2022
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
5.29KNew |
$161K - $170K
|
5.29K
$207K
|
|
| Q3 2022 | |||||||
|
May 14, 2024
Q3 2022
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
11.6KNew |
$352K - $367K
|
11.6K
$454K
|
|
|
Nov 09, 2022
Q3 2022
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-8.86K- 4.83% |
$269K - $281K
|
174K
$6.84M
|
|