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 |
---|---|---|---|---|---|---|---|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-75.3K- 64.2% |
$2.85M - $2.94M
|
42K
$1.66M
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-59.7K- 71.28% |
$2.26M - $2.33M
|
24K
$950K
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-41K- 41.33% |
$1.56M - $1.6M
|
58.3K
$2.3M
|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-11.6K- 44.58% |
$440K - $453K
|
14.4K
$570K
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-10.5K- 17.92% |
$397K - $408K
|
47.9K
$1.89M
|
|
Oct 25, 2024
Q3 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-6.48K- 3.76% |
$246K - $253K
|
166K
$6.54M
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-5.05K- 74.16% |
$191K - $197K
|
1.76K
$69.5K
|
|
Oct 15, 2024
Q3 2024
|
Spire Wealth Management
|
SELL
|
- |
-4.14K- 22.4% |
$157K - $162K
|
14.4K
$567K
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-2.89K- 6.09% |
$110K - $113K
|
44.6K
$1.76M
|
|
Oct 29, 2024
Q3 2024
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-2.84K- 34.88% |
$108K - $111K
|
5.31K
$209K
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-2.39K- 16.14% |
$90.6K - $93.2K
|
12.4K
$490K
|
|
Nov 14, 2024
Q3 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-2.08K- 6.36% |
$79K - $81.3K
|
30.7K
$1.21M
|
|
Oct 25, 2024
Q3 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-1.5K- 20.56% |
$56.9K - $58.5K
|
5.8K
$229K
|
|
Nov 13, 2024
Q3 2024
|
Truist Financial Corp
|
SELL
|
- |
-1.47K- 2.85% |
$55.6K - $57.2K
|
49.9K
$1.97M
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-1.4K- 13.53% |
$53.1K - $54.7K
|
8.96K
$354K
|
|
Nov 12, 2024
Q3 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-1.13K- 2.27% |
$42.8K - $44.1K
|
48.5K
$1.92M
|
|
Oct 21, 2024
Q3 2024
|
Integrity Financial Corp
|
SELL
|
- |
-859- 10.13% |
$32.6K - $33.5K
|
7.62K
$301K
|
|
Oct 15, 2024
Q3 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-127- 3.43% |
$4.82K - $4.96K
|
3.58K
$141K
|
|
Oct 16, 2024
Q3 2024
|
Marshall Financial Group LLC
|
SELL
|
- |
-113- 1.26% |
$4.28K - $4.41K
|
8.84K
$349K
|
|
Nov 04, 2024
Q3 2024
|
Arbor Capital Management Inc
Anchorage, AK |
SELL
|
- |
-30- 0.41% |
$1.14K - $1.17K
|
7.31K
$288K
|
|
Nov 13, 2024
Q3 2024
|
Townsquare Capital LLC
|
SELL
|
- |
-25- 0.23% |
$948 - $976
|
10.9K
$431K
|
|
Q2 2024 | |||||||
Aug 06, 2024
Q2 2024
|
Beacon Financial Group
|
SELL
|
- |
-19.3K- 50.57% |
$716K - $739K
|
18.8K
$744K
|
|
Jul 09, 2024
Q2 2024
|
Sage Capital Advisors,Llc
|
SELL
|
- |
-1.51K- 9.89% |
$56.1K - $57.9K
|
13.7K
$543K
|
|
Jul 11, 2024
Q2 2024
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-580- 15.72% |
$21.6K - $22.3K
|
3.11K
$123K
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-560- 32.92% |
$20.8K - $21.5K
|
1.14K
$45.1K
|
|
Q1 2024 | |||||||
Apr 22, 2024
Q1 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-55.1K- 76.79% |
$1.99M - $2.07M
|
16.7K
$658K
|
|
Apr 24, 2024
Q1 2024
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-307- 4.93% |
$11.1K - $11.5K
|
5.93K
$234K
|
|
Apr 15, 2024
Q1 2024
|
Brookstone Capital Management
|
SELL
|
- |
-7- 0.02% |
$253 - $263
|
29.5K
$1.17M
|
|
Q4 2023 | |||||||
Jan 16, 2024
Q4 2023
|
Mtm Investment Management, LLC
Spartanburg, SC |
SELL
|
- |
-1K- 47.62% |
$33.7K - $36.4K
|
1.1K
$43.4K
|
|
Feb 08, 2024
Q4 2023
|
Wealth Trust Asset Management, LLC
Destin, FL |
SELL
|
- |
-809- 9.98% |
$27.3K - $29.4K
|
7.3K
$288K
|
|
Q3 2023 | |||||||
Nov 14, 2023
Q3 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-242K- 98.78% |
$8.35M - $8.63M
|
3K
$118K
|
|
Oct 10, 2023
Q3 2023
|
Ignite Planners, LLC
|
SELL
|
- |
-8.42K- 34.62% |
$290K - $300K
|
15.9K
$628K
|
|
Nov 13, 2023
Q3 2023
|
Delta Investment Management, LLC
|
SELL
|
- |
-1.42K- 14.52% |
$49.1K - $50.8K
|
8.38K
$331K
|
|
Nov 14, 2023
Q3 2023
|
Fsb Premier Wealth Management, Inc.
|
SELL
|
- |
-988- 13.57% |
$34.1K - $35.2K
|
6.29K
$249K
|
|
Nov 14, 2023
Q3 2023
|
Icon Wealth Partners, LLC
|
SELL
|
- |
-28- 0.12% |
$966 - $998
|
23.6K
$933K
|
|
Q2 2023 | |||||||
Aug 08, 2023
Q2 2023
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-1.14K- 13.84% |
$37.3K - $39.8K
|
7.09K
$280K
|
|
Aug 15, 2023
Q2 2023
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-507- 5.73% |
$16.6K - $17.7K
|
8.34K
$329K
|
|
Jul 18, 2023
Q2 2023
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-170- 2.52% |
$5.57K - $5.93K
|
6.59K
$260K
|
|
Q1 2023 | |||||||
May 15, 2023
Q1 2023
|
Wolverine Trading, LLC
Chicago, IL |
SELL
|
- |
-10.1K- 60.73% |
$314K - $333K
|
6.53K
$258K
|
|
May 05, 2023
Q1 2023
|
3 D/L Capital Management, LLC
|
SELL
|
- |
-337- 1.43% |
$10.5K - $11.1K
|
23.2K
$915K
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-5- 10.87% |
$156 - $165
|
41
$1.62K
|
|
Q4 2022 | |||||||
Feb 13, 2023
Q4 2022
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-4.42K- 40.66% |
$135K - $142K
|
6.45K
$255K
|
|
Q3 2022 | |||||||
Nov 09, 2022
Q3 2022
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-8.86K- 4.83% |
$269K - $281K
|
174K
$6.89M
|
|
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
|
|
Oct 27, 2021
Q3 2021
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-3.35KClosed |
$108K - $109K
|
0
$0
|
|
Q2 2021 | |||||||
Aug 13, 2021
Q2 2021
|
Altman Advisors, Inc.
Chicago, IL |
SELL
|
- |
-38.6KClosed |
$1.22M - $1.24M
|
0
$0
|
|
Aug 06, 2021
Q2 2021
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-2.37K- 87.63% |
$75K - $76.4K
|
335
$13.2K
|