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 |
---|---|---|---|---|---|---|---|
Aug 06, 2024
Q2 2024
|
Beacon Financial Group
|
SELL
|
- |
-19.3K- 50.57% |
$716K - $739K
|
18.8K
$735K
|
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-15.3K- 15.45% |
$569K - $587K
|
83.7K
$3.27M
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-13.4K- 18.65% |
$498K - $514K
|
58.4K
$2.28M
|
|
Jul 09, 2024
Q2 2024
|
Cwm, LLC
|
SELL
|
- |
-12.2K- 72.99% |
$453K - $468K
|
4.51K
$176K
|
|
Jul 30, 2024
Q2 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-10.8K- 5.89% |
$401K - $414K
|
172K
$6.72M
|
|
Jul 25, 2024
Q2 2024
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-9.8K- 54.61% |
$365K - $376K
|
8.15K
$318K
|
|
Aug 14, 2024
Q2 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-7.14K- 13.08% |
$266K - $274K
|
47.5K
$1.85M
|
|
Aug 13, 2024
Q2 2024
|
Per Stirling Capital Management, Llc.
Austin, TX |
SELL
|
- |
-5.5K- 2.56% |
$205K - $211K
|
210K
$8.18M
|
|
Jul 22, 2024
Q2 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
SELL
|
- |
-4.79K- 28.97% |
$178K - $184K
|
11.7K
$458K
|
|
Jul 26, 2024
Q2 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-4.11K- 21.76% |
$153K - $158K
|
14.8K
$577K
|
|
Jul 26, 2024
Q2 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-3.78K- 3.67% |
$141K - $145K
|
99.3K
$3.87M
|
|
Jul 31, 2024
Q2 2024
|
Spire Wealth Management
|
SELL
|
- |
-3K- 13.97% |
$112K - $115K
|
18.5K
$722K
|
|
Aug 15, 2024
Q2 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-1.99K- 56.47% |
$73.8K - $76.2K
|
1.53K
$59.7K
|
|
Aug 12, 2024
Q2 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-1.7K- 4.92% |
$63.1K - $65.1K
|
32.8K
$1.28M
|
|
Jul 09, 2024
Q2 2024
|
Sage Capital Advisors,Llc
|
SELL
|
- |
-1.51K- 9.89% |
$56.1K - $57.9K
|
13.7K
$536K
|
|
Aug 01, 2024
Q2 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-1.15K- 2.26% |
$42.7K - $44K
|
49.7K
$1.94M
|
|
Aug 14, 2024
Q2 2024
|
Icon Wealth Advisors, LLC
Houston, TX |
SELL
|
- |
-1.02K- 4.57% |
$37.8K - $39K
|
21.2K
$828K
|
|
Aug 08, 2024
Q2 2024
|
Prosperity Consulting Group, LLC
|
SELL
|
- |
-910- 10.4% |
$33.9K - $34.9K
|
7.84K
$306K
|
|
Jul 11, 2024
Q2 2024
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-580- 15.72% |
$21.6K - $22.3K
|
3.11K
$121K
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-560- 32.92% |
$20.8K - $21.5K
|
1.14K
$44.5K
|
|
Jul 10, 2024
Q2 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-510- 12.1% |
$19K - $19.6K
|
3.7K
$145K
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-266- 2.5% |
$9.9K - $10.2K
|
10.4K
$404K
|
|
Aug 20, 2024
Q2 2024
|
Truist Financial Corp
|
SELL
|
- |
-168- 0.33% |
$6.25K - $6.45K
|
51.4K
$2.01M
|
|
Jul 30, 2024
Q2 2024
|
Integrity Financial Corp
|
SELL
|
- |
-143- 1.66% |
$5.32K - $5.49K
|
8.48K
$331K
|
|
Jul 19, 2024
Q2 2024
|
Marshall Financial Group LLC
|
SELL
|
- |
-30- 0.33% |
$1.12K - $1.15K
|
8.95K
$349K
|
|
Aug 13, 2024
Q2 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-12- 0.21% |
$446 - $461
|
5.73K
$224K
|
|
Q1 2024 | |||||||
Apr 22, 2024
Q1 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-55.1K- 76.79% |
$1.99M - $2.07M
|
16.7K
$650K
|
|
Apr 23, 2024
Q1 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-1.05K- 12.6% |
$38K - $39.6K
|
7.3K
$285K
|
|
Apr 24, 2024
Q1 2024
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-307- 4.93% |
$11.1K - $11.5K
|
5.93K
$231K
|
|
May 13, 2024
Q1 2024
|
Arbor Capital Management Inc
Anchorage, AK |
SELL
|
- |
-54- 0.73% |
$1.95K - $2.03K
|
7.34K
$286K
|
|
Apr 15, 2024
Q1 2024
|
Brookstone Capital Management
|
SELL
|
- |
-7- 0.02% |
$253 - $263
|
29.5K
$1.15M
|
|
Q4 2023 | |||||||
Jan 16, 2024
Q4 2023
|
Mtm Investment Management, LLC
Spartanburg, SC |
SELL
|
- |
-1K- 47.62% |
$33.7K - $36.4K
|
1.1K
$42.9K
|
|
Feb 08, 2024
Q4 2023
|
Wealth Trust Asset Management, LLC
Destin, FL |
SELL
|
- |
-809- 9.98% |
$27.3K - $29.4K
|
7.3K
$285K
|
|
Q3 2023 | |||||||
Nov 14, 2023
Q3 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-242K- 98.78% |
$8.35M - $8.63M
|
3K
$117K
|
|
Oct 10, 2023
Q3 2023
|
Ignite Planners, LLC
|
SELL
|
- |
-8.42K- 34.62% |
$290K - $300K
|
15.9K
$620K
|
|
Nov 13, 2023
Q3 2023
|
Delta Investment Management, LLC
|
SELL
|
- |
-1.42K- 14.52% |
$49.1K - $50.8K
|
8.38K
$327K
|
|
Nov 14, 2023
Q3 2023
|
Fsb Premier Wealth Management, Inc.
|
SELL
|
- |
-988- 13.57% |
$34.1K - $35.2K
|
6.29K
$246K
|
|
Nov 14, 2023
Q3 2023
|
Icon Wealth Partners, LLC
|
SELL
|
- |
-28- 0.12% |
$966 - $998
|
23.6K
$922K
|
|
Q2 2023 | |||||||
Aug 09, 2023
Q2 2023
|
1 St Source Bank
|
SELL
|
- |
-7.71K- 33.45% |
$252K - $269K
|
15.3K
$598K
|
|
Aug 08, 2023
Q2 2023
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-1.14K- 13.84% |
$37.3K - $39.8K
|
7.09K
$277K
|
|
Aug 15, 2023
Q2 2023
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-507- 5.73% |
$16.6K - $17.7K
|
8.34K
$326K
|
|
Jul 18, 2023
Q2 2023
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-170- 2.52% |
$5.57K - $5.93K
|
6.59K
$257K
|
|
Q1 2023 | |||||||
May 15, 2023
Q1 2023
|
Wolverine Trading, LLC
Chicago, IL |
SELL
|
- |
-10.1K- 60.73% |
$314K - $333K
|
6.53K
$255K
|
|
May 05, 2023
Q1 2023
|
3 D/L Capital Management, LLC
|
SELL
|
- |
-337- 1.43% |
$10.5K - $11.1K
|
23.2K
$904K
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-5- 10.87% |
$156 - $165
|
41
$1.6K
|
|
Q4 2022 | |||||||
Feb 13, 2023
Q4 2022
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-4.42K- 40.66% |
$135K - $142K
|
6.45K
$252K
|
|
Q3 2022 | |||||||
Nov 09, 2022
Q3 2022
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-8.86K- 4.83% |
$269K - $281K
|
174K
$6.81M
|
|
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
|