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 |
|---|---|---|---|---|---|---|---|
|
Jan 31, 2024
Q4 2023
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
3.25KNew |
$110K - $118K
|
3.25K
$133K
|
|
| Q3 2023 | |||||||
|
Nov 06, 2023
Q3 2023
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
2New |
$69 - $71.3
|
2
$82
|
|
| Q2 2023 | |||||||
|
Oct 30, 2023
Q2 2023
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
PUT |
11.4KNew |
$374K - $398K
|
11.4K
$468K
|
|
|
Aug 15, 2023
Q2 2023
|
Gts Securities LLC
New York, NY |
BUY
|
- |
10.2KNew |
$334K - $356K
|
10.2K
$418K
|
|
|
Jul 25, 2023
Q2 2023
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
6.71KNew |
$220K - $234K
|
6.71K
$275K
|
|
|
Aug 14, 2023
Q2 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
3KNew |
$98.3K - $105K
|
3K
$123K
|
|
|
Aug 15, 2023
Q2 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
327New |
$10.7K - $11.4K
|
327
$13.4K
|
|
|
Aug 01, 2023
Q2 2023
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
296New |
$9.7K - $10.3K
|
296
$12.1K
|
|
| Q1 2023 | |||||||
|
May 10, 2023
Q1 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
4.11KNew |
$128K - $135K
|
4.11K
$169K
|
|
|
May 04, 2023
Q1 2023
|
Scissortail Wealth Management, LLC
Tulsa, OK |
BUY
|
- |
1.63KNew |
$50.8K - $53.8K
|
1.63K
$67K
|
|
| Q4 2022 | |||||||
|
Jan 27, 2023
Q4 2022
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
148New |
$4.51K - $4.75K
|
148
$6.07K
|
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
100New |
$3.05K - $3.21K
|
100
$4.1K
|
|
| Q3 2022 | |||||||
|
Nov 02, 2022
Q3 2022
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
34.9KNew |
$1.06M - $1.11M
|
34.9K
$1.43M
|
|
|
May 14, 2024
Q3 2022
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
11.6KNew |
$352K - $367K
|
11.6K
$476K
|
|
|
Nov 01, 2022
Q3 2022
|
Strategic Asset Management, LLC
|
BUY
|
- |
1.52K+ 41.06% |
$46.2K - $48.3K
|
5.24K
$215K
|
|
| Q2 2022 | |||||||
|
Aug 12, 2022
Q2 2022
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
13.6KNew |
$407K - $444K
|
13.6K
$556K
|
|
| Q1 2022 | |||||||
|
Apr 13, 2022
Q1 2022
|
Hexagon Capital Partners LLC
|
BUY
|
- |
20New |
$630 - $662
|
20
$820
|
|
| Q2 2021 | |||||||
|
Aug 16, 2021
Q2 2021
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
304KNew |
$9.59M - $9.78M
|
304K
$12.5M
|
|
| Q1 2021 | |||||||
|
Apr 14, 2021
Q1 2021
|
Sound Income Strategies, LLC
|
BUY
|
- |
180New |
$5.53K - $5.68K
|
180
$7.38K
|
|
| Q4 2020 | |||||||
|
Mar 22, 2023
Q4 2020
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
4.56K+ 9.91% |
$59.4K - $141K
|
50.6K
$2.07M
|
|