Latest Institutional Purchases of First Tr Ex Trad Fd Viii Cboe (DOCT)
This list provides information on the latest institutional transactions involving First Tr Ex Trad Fd Viii Cboe (DOCT) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 09, 2025
Q1 2025
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
257K+ 59.93% |
$9.77M - $10.4M
|
685K
$26.3M
|
|
|
Apr 10, 2025
Q1 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
64.4K+ 47.21% |
$2.45M - $2.6M
|
201K
$7.71M
|
|
|
Apr 14, 2025
Q1 2025
|
Tounjian Advisory Partners, LLC
Fort Myers, FL |
BUY
|
- |
40.8KNew |
$1.55M - $1.65M
|
40.8K
$1.56M
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
14.4KNew |
$548K - $582K
|
14.4K
$553K
|
|
|
Apr 22, 2025
Q1 2025
|
Buck Wealth Strategies, LLC
Denver, CO |
BUY
|
- |
7.15KNew |
$272K - $288K
|
7.15K
$274K
|
|
|
Apr 29, 2025
Q1 2025
|
Wood Tarver Financial Group, LLC
Boise, ID |
BUY
|
- |
6.67K+ 20.05% |
$254K - $269K
|
40K
$1.53M
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
4.73K+ 94640.0% |
$180K - $191K
|
4.74K
$182K
|
|
|
Apr 28, 2025
Q1 2025
|
Arbor Capital Management Inc
Anchorage, AK |
BUY
|
- |
265+ 2.61% |
$10.1K - $10.7K
|
10.4K
$400K
|
|
|
Apr 23, 2025
Q1 2025
|
Holistic Planning, LLC
Nacogdoches, TX |
BUY
|
- |
50+ 0.43% |
$1.9K - $2.02K
|
11.8K
$452K
|
|
| Q4 2024 | |||||||
|
Feb 25, 2025
Q4 2024
|
Armis Advisers, LLC
Atlanta, GA |
BUY
|
- |
560KNew |
$21.6M - $22.4M
|
560K
$21.5M
|
|
|
Feb 27, 2025
Q4 2024
|
Reap Financial Group, LLC
Austin, TX |
BUY
|
- |
338K+ 154.59% |
$13.1M - $13.5M
|
557K
$21.4M
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
321KNew |
$12.4M - $12.8M
|
321K
$12.3M
|
|
|
Jan 27, 2025
Q4 2024
|
Foguth Wealth Management, Llc.
Brighton, MI |
BUY
|
- |
152KNew |
$5.88M - $6.08M
|
152K
$5.85M
|
|
|
Feb 11, 2025
Q4 2024
|
Sequent Planning LLC
Omaha, NE |
BUY
|
- |
123KNew |
$4.75M - $4.91M
|
123K
$4.72M
|
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
95.9K+ 1179.73% |
$3.71M - $3.83M
|
104K
$3.99M
|
|
|
Feb 11, 2025
Q4 2024
|
Lcnb Corp
Lebanon, OH |
BUY
|
- |
78.7K+ 225.4% |
$3.04M - $3.15M
|
114K
$4.36M
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
43.8K+ 55.39% |
$1.69M - $1.75M
|
123K
$4.71M
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
43.1KNew |
$1.67M - $1.72M
|
43.1K
$1.66M
|
|
|
Feb 14, 2025
Q4 2024
|
Harvest Investment Services, LLC
|
BUY
|
- |
38.3KNew |
$1.48M - $1.53M
|
38.3K
$1.47M
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
24.1K+ 54.02% |
$930K - $962K
|
68.6K
$2.63M
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
20KNew |
$773K - $799K
|
20K
$768K
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
18.5K+ 76.97% |
$715K - $739K
|
42.6K
$1.63M
|
|
|
Jan 13, 2025
Q4 2024
|
Ignite Planners, LLC
|
BUY
|
- |
17.7K+ 111.11% |
$682K - $706K
|
33.6K
$1.29M
|
|
|
Feb 25, 2025
Q4 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
17.1KNew |
$661K - $684K
|
17.1K
$657K
|
|
|
Feb 13, 2025
Q4 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
12.9KNew |
$499K - $516K
|
12.9K
$496K
|
|
|
Feb 13, 2025
Q4 2024
|
Integrity Financial Corp
|
BUY
|
- |
10.3K+ 134.92% |
$397K - $411K
|
17.9K
$687K
|
|
|
Jan 24, 2025
Q4 2024
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
BUY
|
- |
8.33K+ 18.23% |
$322K - $333K
|
54K
$2.07M
|
|
|
Feb 10, 2025
Q4 2024
|
Founders Financial Securities LLC
|
BUY
|
- |
7.58K+ 93.24% |
$293K - $303K
|
15.7K
$603K
|
|
|
Feb 06, 2025
Q4 2024
|
Keystone Wealth Services, LLC
|
BUY
|
- |
7.33KNew |
$283K - $293K
|
7.33K
$281K
|
|
|
Jan 29, 2025
Q4 2024
|
Beacon Financial Group
|
BUY
|
- |
7.21K+ 38.28% |
$278K - $288K
|
26K
$1M
|
|
|
Feb 04, 2025
Q4 2024
|
Kovack Advisors, Inc.
|
BUY
|
- |
7.08KNew |
$273K - $283K
|
7.08K
$272K
|
|
|
Feb 03, 2025
Q4 2024
|
Advyzon Investment Management, LLC
Lisle, IL |
BUY
|
- |
6.68KNew |
$258K - $267K
|
6.68K
$257K
|
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
5.43KNew |
$210K - $217K
|
5.43K
$208K
|
|
|
Feb 14, 2025
Q4 2024
|
First Heartland Consultants, Inc.
|
BUY
|
- |
5.18KNew |
$200K - $207K
|
5.18K
$199K
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
4.05K+ 8.46% |
$157K - $162K
|
52K
$2M
|
|
|
Jan 24, 2025
Q4 2024
|
Ogorek Anthony Joseph
|
BUY
|
- |
3.55KNew |
$137K - $142K
|
3.55K
$136K
|
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
BUY
|
- |
3.04KNew |
$117K - $121K
|
3.04K
$117K
|
|
|
Feb 14, 2025
Q4 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
1.94KNew |
$74.9K - $77.5K
|
1.94K
$74.4K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
1.28KNew |
$49.4K - $51.1K
|
1.28K
$49.1K
|
|
|
Jan 21, 2025
Q4 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
1.05K+ 223.4% |
$40.6K - $41.9K
|
1.52K
$58.4K
|
|
|
Jan 29, 2025
Q4 2024
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
1.02K+ 92.73% |
$39.4K - $40.7K
|
2.12K
$81.4K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
700New |
$27K - $28K
|
700
$26.9K
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
637+ 5.09% |
$24.6K - $25.4K
|
13.2K
$505K
|
|
|
Jan 22, 2025
Q4 2024
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
563New |
$21.7K - $22.5K
|
563
$21.6K
|
|
|
Jan 22, 2025
Q4 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
550+ 2.3% |
$21.2K - $22K
|
24.4K
$937K
|
|
|
Jan 23, 2025
Q4 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
460+ 18.78% |
$17.8K - $18.4K
|
2.91K
$112K
|
|
|
Jan 28, 2025
Q4 2024
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
76+ 1.44% |
$2.94K - $3.04K
|
5.36K
$206K
|
|
|
Feb 14, 2025
Q4 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
36+ 3.28% |
$1.39K - $1.44K
|
1.14K
$43.6K
|
|
| Q3 2024 | |||||||
|
Dec 11, 2024
Q3 2024
|
1 St Source Bank
|
BUY
|
- |
27.7KNew |
$1.05M - $1.08M
|
27.7K
$1.06M
|
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
13.8K+ 93.82% |
$523K - $539K
|
28.5K
$1.09M
|
|