Latest Institutional Sells 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 sells. 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 sale has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Apr 22, 2024
Q1 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-55.1K- 76.79% |
$1.99M - $2.07M
|
16.7K
$639K
|
|
May 15, 2024
Q1 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-25.1K- 42.15% |
$907K - $945K
|
34.5K
$1.32M
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-22.3K- 16.62% |
$804K - $837K
|
112K
$4.29M
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-21.2K- 22.82% |
$767K - $798K
|
71.8K
$2.75M
|
|
May 10, 2024
Q1 2024
|
Truist Financial Corp
|
SELL
|
- |
-20.7K- 28.63% |
$747K - $778K
|
51.6K
$1.98M
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-14.8K- 43.98% |
$536K - $558K
|
18.9K
$726K
|
|
Apr 26, 2024
Q1 2024
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-9.41K- 34.4% |
$340K - $354K
|
17.9K
$689K
|
|
May 07, 2024
Q1 2024
|
Beacon Financial Group
|
SELL
|
- |
-6.97K- 15.47% |
$252K - $262K
|
38.1K
$1.46M
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-5.21K- 6.56% |
$188K - $196K
|
74.2K
$2.85M
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-4.57K- 48.11% |
$165K - $172K
|
4.93K
$189K
|
|
May 02, 2024
Q1 2024
|
Integrity Financial Corp
|
SELL
|
- |
-3.6K- 29.46% |
$130K - $135K
|
8.62K
$331K
|
|
Apr 15, 2024
Q1 2024
|
Sage Capital Advisors,Llc
|
SELL
|
- |
-2.73K- 15.16% |
$98.4K - $103K
|
15.3K
$585K
|
|
May 14, 2024
Q1 2024
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-2.44K- 8.83% |
$88.2K - $91.9K
|
25.2K
$969K
|
|
Apr 24, 2024
Q1 2024
|
Spire Wealth Management
|
SELL
|
- |
-2.42K- 10.11% |
$87.3K - $91K
|
21.5K
$825K
|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
SELL
|
- |
-2.37K- 12.42% |
$85.5K - $89.1K
|
16.7K
$641K
|
|
May 14, 2024
Q1 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-1.83K- 18.53% |
$66K - $68.7K
|
8.03K
$308K
|
|
May 15, 2024
Q1 2024
|
Townsquare Capital LLC
|
SELL
|
- |
-1.77K- 14.28% |
$63.8K - $66.4K
|
10.6K
$407K
|
|
May 02, 2024
Q1 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-1.43K- 0.78% |
$51.7K - $53.8K
|
183K
$7.02M
|
|
May 06, 2024
Q1 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-1.07K- 2.05% |
$38.5K - $40.1K
|
50.8K
$1.95M
|
|
Apr 23, 2024
Q1 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-1.05K- 12.6% |
$38K - $39.6K
|
7.3K
$280K
|
|
May 06, 2024
Q1 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-484- 5.17% |
$17.5K - $18.2K
|
8.88K
$341K
|
|
May 09, 2024
Q1 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-428- 6.94% |
$15.5K - $16.1K
|
5.74K
$220K
|
|
Apr 24, 2024
Q1 2024
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-307- 4.93% |
$11.1K - $11.5K
|
5.93K
$227K
|
|
May 13, 2024
Q1 2024
|
Arbor Capital Management Inc
Anchorage, AK |
SELL
|
- |
-54- 0.73% |
$1.95K - $2.03K
|
7.34K
$282K
|
|
May 01, 2024
Q1 2024
|
Prosperity Consulting Group, LLC
|
SELL
|
- |
-10- 0.11% |
$361 - $376
|
8.75K
$336K
|
|
Apr 15, 2024
Q1 2024
|
Brookstone Capital Management
|
SELL
|
- |
-7- 0.02% |
$253 - $263
|
29.5K
$1.13M
|
|
Q4 2023 | |||||||
Feb 07, 2024
Q4 2023
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-2.11K- 33.35% |
$71.1K - $76.8K
|
4.21K
$162K
|
|
Feb 14, 2024
Q4 2023
|
Icon Wealth Advisors, LLC
Houston, TX |
SELL
|
- |
-1.41K- 5.96% |
$47.5K - $51.3K
|
22.2K
$854K
|
|
Jan 16, 2024
Q4 2023
|
Mtm Investment Management, LLC
Spartanburg, SC |
SELL
|
- |
-1K- 47.62% |
$33.7K - $36.4K
|
1.1K
$42.2K
|
|
Feb 08, 2024
Q4 2023
|
Wealth Trust Asset Management, LLC
Destin, FL |
SELL
|
- |
-809- 9.98% |
$27.3K - $29.4K
|
7.3K
$280K
|
|
Jan 29, 2024
Q4 2023
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-474- 11.38% |
$16K - $17.3K
|
3.69K
$142K
|
|
Q3 2023 | |||||||
Nov 14, 2023
Q3 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-242K- 98.78% |
$8.35M - $8.63M
|
3K
$115K
|
|
Oct 10, 2023
Q3 2023
|
Ignite Planners, LLC
|
SELL
|
- |
-8.42K- 34.62% |
$290K - $300K
|
15.9K
$610K
|
|
Nov 13, 2023
Q3 2023
|
Delta Investment Management, LLC
|
SELL
|
- |
-1.42K- 14.52% |
$49.1K - $50.8K
|
8.38K
$322K
|
|
Nov 14, 2023
Q3 2023
|
Fsb Premier Wealth Management, Inc.
|
SELL
|
- |
-988- 13.57% |
$34.1K - $35.2K
|
6.29K
$242K
|
|
Nov 14, 2023
Q3 2023
|
Icon Wealth Partners, LLC
|
SELL
|
- |
-28- 0.12% |
$966 - $998
|
23.6K
$907K
|
|
Q2 2023 | |||||||
Aug 09, 2023
Q2 2023
|
1 St Source Bank
|
SELL
|
- |
-7.71K- 33.45% |
$252K - $269K
|
15.3K
$588K
|
|
Aug 08, 2023
Q2 2023
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-1.14K- 13.84% |
$37.3K - $39.8K
|
7.09K
$272K
|
|
Aug 15, 2023
Q2 2023
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-507- 5.73% |
$16.6K - $17.7K
|
8.34K
$320K
|
|
Jul 18, 2023
Q2 2023
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-170- 2.52% |
$5.57K - $5.93K
|
6.59K
$253K
|
|
Q1 2023 | |||||||
May 15, 2023
Q1 2023
|
Wolverine Trading, LLC
Chicago, IL |
SELL
|
- |
-10.1K- 60.73% |
$314K - $333K
|
6.53K
$251K
|
|
May 05, 2023
Q1 2023
|
3 D/L Capital Management, LLC
|
SELL
|
- |
-337- 1.43% |
$10.5K - $11.1K
|
23.2K
$889K
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-5- 10.87% |
$156 - $165
|
41
$1.57K
|
|
Q4 2022 | |||||||
Feb 13, 2023
Q4 2022
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-4.42K- 40.66% |
$135K - $142K
|
6.45K
$248K
|
|
Q3 2022 | |||||||
Nov 09, 2022
Q3 2022
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-8.86K- 4.83% |
$269K - $281K
|
174K
$6.7M
|
|
Q2 2022 | |||||||
Jul 12, 2022
Q2 2022
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-373Closed |
$11.2K - $12.2K
|
0
$0
|
|
Q1 2022 | |||||||
May 13, 2022
Q1 2022
|
Centaurus Financial, Inc.
|
SELL
|
- |
-3.13KClosed |
$98.6K - $104K
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Assetmark, Inc
|
SELL
|
- |
-91Closed |
$2.87K - $3.01K
|
0
$0
|
|
Q3 2021 | |||||||
Nov 09, 2021
Q3 2021
|
Truadvice, LLC
Sarasota, FL |
SELL
|
- |
-126KClosed |
$4.04M - $4.08M
|
0
$0
|
|
Nov 16, 2021
Q3 2021
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-72.8KClosed |
$2.34M - $2.36M
|
0
$0
|