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 |
|---|---|---|---|---|---|---|---|
|
Feb 25, 2025
Q4 2024
|
Armis Advisers, LLC
Atlanta, GA |
BUY
|
- |
560KNew |
$21.6M - $22.4M
|
560K
$22M
|
|
|
Jan 06, 2025
Q4 2024
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
428KNew |
$16.5M - $17.1M
|
428K
$16.8M
|
|
|
Feb 27, 2025
Q4 2024
|
Reap Financial Group, LLC
Austin, TX |
BUY
|
- |
338K+ 154.59% |
$13.1M - $13.5M
|
557K
$21.9M
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
321KNew |
$12.4M - $12.8M
|
321K
$12.6M
|
|
|
Jan 27, 2025
Q4 2024
|
Foguth Wealth Management, Llc.
Brighton, MI |
BUY
|
- |
152KNew |
$5.88M - $6.08M
|
152K
$5.99M
|
|
|
Feb 11, 2025
Q4 2024
|
Sequent Planning LLC
Omaha, NE |
BUY
|
- |
123KNew |
$4.75M - $4.91M
|
123K
$4.83M
|
|
|
Jan 13, 2025
Q4 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
116K+ 567.93% |
$4.48M - $4.64M
|
136K
$5.37M
|
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
95.9K+ 1179.73% |
$3.71M - $3.83M
|
104K
$4.09M
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
95.9K+ 773.17% |
$3.7M - $3.83M
|
108K
$4.26M
|
|
|
Feb 11, 2025
Q4 2024
|
Lcnb Corp
Lebanon, OH |
BUY
|
- |
78.7K+ 225.4% |
$3.04M - $3.15M
|
114K
$4.47M
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
47.1K+ 112.16% |
$1.82M - $1.88M
|
89K
$3.5M
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
46.7K+ 641.38% |
$1.81M - $1.87M
|
54K
$2.13M
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
43.8K+ 55.39% |
$1.69M - $1.75M
|
123K
$4.83M
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
43.1KNew |
$1.67M - $1.72M
|
43.1K
$1.7M
|
|
|
Jan 21, 2025
Q4 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
39.7KNew |
$1.53M - $1.58M
|
39.7K
$1.56M
|
|
|
Feb 14, 2025
Q4 2024
|
Harvest Investment Services, LLC
|
BUY
|
- |
38.3KNew |
$1.48M - $1.53M
|
38.3K
$1.51M
|
|
|
Jan 28, 2025
Q4 2024
|
Smart Wealth LLC
Omaha, NE |
BUY
|
- |
26.2K+ 149.3% |
$1.01M - $1.05M
|
43.8K
$1.72M
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
24.1K+ 54.02% |
$930K - $962K
|
68.6K
$2.7M
|
|
|
Jan 23, 2025
Q4 2024
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
20.7K+ 389.93% |
$799K - $826K
|
26K
$1.02M
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
20KNew |
$773K - $799K
|
20K
$787K
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
18.5K+ 76.97% |
$715K - $739K
|
42.6K
$1.67M
|
|
|
Jan 13, 2025
Q4 2024
|
Ignite Planners, LLC
|
BUY
|
- |
17.7K+ 111.11% |
$682K - $706K
|
33.6K
$1.32M
|
|
|
Feb 25, 2025
Q4 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
17.1KNew |
$661K - $684K
|
17.1K
$673K
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
BUY
|
- |
15K+ 104.54% |
$580K - $599K
|
29.4K
$1.15M
|
|
|
Feb 13, 2025
Q4 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
12.9KNew |
$499K - $516K
|
12.9K
$508K
|
|
|
Jan 24, 2025
Q4 2024
|
Holistic Planning, LLC
Nacogdoches, TX |
BUY
|
- |
11.7KNew |
$453K - $468K
|
11.7K
$461K
|
|
|
Jan 30, 2025
Q4 2024
|
Hickory Asset Management, Inc.
Concord, OH |
BUY
|
- |
10.8KNew |
$417K - $431K
|
10.8K
$424K
|
|
|
Feb 13, 2025
Q4 2024
|
Integrity Financial Corp
|
BUY
|
- |
10.3K+ 134.92% |
$397K - $411K
|
17.9K
$704K
|
|
|
Jan 24, 2025
Q4 2024
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
BUY
|
- |
8.33K+ 18.23% |
$322K - $333K
|
54K
$2.13M
|
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
8.14KNew |
$314K - $325K
|
8.14K
$320K
|
|
|
Feb 10, 2025
Q4 2024
|
Founders Financial Securities LLC
|
BUY
|
- |
7.58K+ 93.24% |
$293K - $303K
|
15.7K
$618K
|
|
|
Feb 06, 2025
Q4 2024
|
Keystone Wealth Services, LLC
|
BUY
|
- |
7.33KNew |
$283K - $293K
|
7.33K
$288K
|
|
|
Jan 29, 2025
Q4 2024
|
Beacon Financial Group
|
BUY
|
- |
7.21K+ 38.28% |
$278K - $288K
|
26K
$1.02M
|
|
|
Feb 04, 2025
Q4 2024
|
Kovack Advisors, Inc.
|
BUY
|
- |
7.08KNew |
$273K - $283K
|
7.08K
$278K
|
|
|
Feb 03, 2025
Q4 2024
|
Advyzon Investment Management, LLC
Lisle, IL |
BUY
|
- |
6.68KNew |
$258K - $267K
|
6.68K
$263K
|
|
|
Jan 27, 2025
Q4 2024
|
Spectrum Asset Management, Inc.
|
BUY
|
- |
5.98KNew |
$231K - $239K
|
5.98K
$235K
|
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
5.43KNew |
$210K - $217K
|
5.43K
$213K
|
|
|
Feb 14, 2025
Q4 2024
|
First Heartland Consultants, Inc.
|
BUY
|
- |
5.18KNew |
$200K - $207K
|
5.18K
$204K
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
4.05K+ 8.46% |
$157K - $162K
|
52K
$2.04M
|
|
|
Jan 24, 2025
Q4 2024
|
Ogorek Anthony Joseph
|
BUY
|
- |
3.55KNew |
$137K - $142K
|
3.55K
$140K
|
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
BUY
|
- |
3.04KNew |
$117K - $121K
|
3.04K
$119K
|
|
|
Feb 10, 2025
Q4 2024
|
Arbor Capital Management Inc
Anchorage, AK |
BUY
|
- |
2.86K+ 39.12% |
$110K - $114K
|
10.2K
$400K
|
|
|
Feb 14, 2025
Q4 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
1.94KNew |
$74.9K - $77.5K
|
1.94K
$76.3K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
1.28KNew |
$49.4K - $51.1K
|
1.28K
$50.3K
|
|
|
Jan 21, 2025
Q4 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
1.05K+ 223.4% |
$40.6K - $41.9K
|
1.52K
$59.8K
|
|
|
Jan 29, 2025
Q4 2024
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
1.02K+ 92.73% |
$39.4K - $40.7K
|
2.12K
$83.4K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
700New |
$27K - $28K
|
700
$27.5K
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
637+ 5.09% |
$24.6K - $25.4K
|
13.2K
$517K
|
|
|
Jan 22, 2025
Q4 2024
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
563New |
$21.7K - $22.5K
|
563
$22.1K
|
|
|
Jan 22, 2025
Q4 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
550+ 2.3% |
$21.2K - $22K
|
24.4K
$961K
|