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 |
---|---|---|---|---|---|---|---|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
64.4K+ 186.23% |
$2.33M - $2.42M
|
99K
$3.8M
|
|
Apr 09, 2024
Q1 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
16.5KNew |
$597K - $622K
|
16.5K
$635K
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
15K+ 62.94% |
$541K - $563K
|
38.7K
$1.49M
|
|
May 15, 2024
Q1 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
13.9K+ 34.15% |
$502K - $523K
|
54.6K
$2.1M
|
|
May 10, 2024
Q1 2024
|
1776 Wealth LLC
|
BUY
|
- |
10.7KNew |
$385K - $401K
|
10.7K
$409K
|
|
May 15, 2024
Q1 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
8.87KNew |
$320K - $334K
|
8.87K
$340K
|
|
May 15, 2024
Q1 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
7.5KNew |
$271K - $282K
|
7.5K
$288K
|
|
May 14, 2024
Q1 2024
|
Old Mission Capital LLC
|
BUY
|
- |
7.25KNew |
$262K - $273K
|
7.25K
$278K
|
|
Apr 15, 2024
Q1 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
6.67K+ 72.13% |
$241K - $251K
|
15.9K
$611K
|
|
May 14, 2024
Q1 2024
|
Sequent Planning LLC
Omaha, NE |
BUY
|
- |
5.51KNew |
$199K - $207K
|
5.51K
$212K
|
|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
5.31K+ 35.76% |
$192K - $200K
|
20.1K
$773K
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
4.33K+ 20.26% |
$156K - $163K
|
25.7K
$986K
|
|
Apr 26, 2024
Q1 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
2K+ 9.15% |
$72.2K - $75.2K
|
23.9K
$916K
|
|
May 14, 2024
Q1 2024
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
1.21K+ 0.57% |
$43.7K - $45.6K
|
215K
$8.26M
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
BUY
|
- |
1.12KNew |
$40.4K - $42.1K
|
1.12K
$43K
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
799+ 8.13% |
$28.9K - $30.1K
|
10.6K
$408K
|
|
Apr 19, 2024
Q1 2024
|
Marshall Financial Group LLC
|
BUY
|
- |
6+ 0.07% |
$217 - $226
|
8.98K
$345K
|
|
Q4 2023 | |||||||
Feb 14, 2024
Q4 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
12.8K+ 49.23% |
$432K - $467K
|
38.9K
$1.49M
|
|
Feb 13, 2024
Q4 2023
|
Benchmark Investment Advisors LLC
Chicago, IL |
BUY
|
- |
12.1KNew |
$408K - $441K
|
12.1K
$465K
|
|
Feb 08, 2024
Q4 2023
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
12.1KNew |
$408K - $441K
|
12.1K
$465K
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
12.1K+ 12.91% |
$407K - $440K
|
106K
$4.05M
|
|
Feb 12, 2024
Q4 2023
|
Schulz Wealth, Ltd.
Mansfield, TX |
BUY
|
- |
6.12KNew |
$206K - $223K
|
6.12K
$235K
|
|
Feb 06, 2024
Q4 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
5.93KNew |
$200K - $216K
|
5.93K
$228K
|
|
Jan 12, 2024
Q4 2023
|
Presidio Capital Management, LLC
|
BUY
|
- |
5.93KNew |
$200K - $216K
|
5.93K
$228K
|
|
Feb 05, 2024
Q4 2023
|
Naviter Wealth, LLC
|
BUY
|
- |
5.75KNew |
$194K - $209K
|
5.75K
$221K
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
4.08K+ 48.31% |
$137K - $148K
|
12.5K
$480K
|
|
Jan 31, 2024
Q4 2023
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
3.25KNew |
$110K - $118K
|
3.25K
$125K
|
|
Jan 10, 2024
Q4 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
943New |
$31.8K - $34.3K
|
943
$36.2K
|
|
Feb 14, 2024
Q4 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
458+ 14.98% |
$15.4K - $16.7K
|
3.52K
$135K
|
|
Jan 19, 2024
Q4 2023
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
270+ 135.0% |
$9.1K - $9.83K
|
470
$18K
|
|
Q3 2023 | |||||||
Nov 14, 2023
Q3 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
33.7KNew |
$1.16M - $1.2M
|
33.7K
$1.29M
|
|
Nov 06, 2023
Q3 2023
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
2New |
$69 - $71.3
|
2
$76.8
|
|
Q2 2023 | |||||||
Oct 30, 2023
Q2 2023
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
PUT |
11.4KNew |
$374K - $398K
|
11.4K
$438K
|
|
Aug 15, 2023
Q2 2023
|
Gts Securities LLC
New York, NY |
BUY
|
- |
10.2KNew |
$334K - $356K
|
10.2K
$392K
|
|
Jul 25, 2023
Q2 2023
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
6.71KNew |
$220K - $234K
|
6.71K
$258K
|
|
Aug 14, 2023
Q2 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
3KNew |
$98.3K - $105K
|
3K
$115K
|
|
Aug 15, 2023
Q2 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
327New |
$10.7K - $11.4K
|
327
$12.6K
|
|
Aug 01, 2023
Q2 2023
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
296New |
$9.7K - $10.3K
|
296
$11.4K
|
|
Q1 2023 | |||||||
May 10, 2023
Q1 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
4.11KNew |
$128K - $135K
|
4.11K
$158K
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
2.86KNew |
$89K - $94.2K
|
2.86K
$110K
|
|
May 04, 2023
Q1 2023
|
Scissortail Wealth Management, LLC
Tulsa, OK |
BUY
|
- |
1.63KNew |
$50.8K - $53.8K
|
1.63K
$62.7K
|
|
Q4 2022 | |||||||
Feb 13, 2023
Q4 2022
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
BUY
|
- |
12.9KNew |
$394K - $414K
|
12.9K
$495K
|
|
Jan 10, 2023
Q4 2022
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
5.29KNew |
$161K - $170K
|
5.29K
$203K
|
|
Feb 03, 2023
Q4 2022
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
2.45KNew |
$74.7K - $78.6K
|
2.45K
$94.1K
|
|
Jan 30, 2023
Q4 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
1.7KNew |
$51.9K - $54.6K
|
1.7K
$65.3K
|
|
Jan 27, 2023
Q4 2022
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
148New |
$4.52K - $4.75K
|
148
$5.68K
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
100New |
$3.05K - $3.21K
|
100
$3.84K
|
|
Q3 2022 | |||||||
Nov 02, 2022
Q3 2022
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
34.9KNew |
$1.06M - $1.11M
|
34.9K
$1.34M
|
|
May 14, 2024
Q3 2022
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
11.6KNew |
$352K - $367K
|
11.6K
$445K
|
|
Nov 01, 2022
Q3 2022
|
Strategic Asset Management, LLC
|
BUY
|
- |
1.52K+ 41.06% |
$46.2K - $48.3K
|
5.24K
$201K
|