Purchases and Sales Made in Q1 2024 in First Tr Ex Trad Fd Viii Cboe (DOCT)
This table provides information about the institutional ownership of First Tr Ex Trad Fd Viii Cboe (DOCT) during Q1 2024. The information is specifically focused on institutions that hold shares of FIRST TR EX-TRAD FD VIII CBOE .
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
64.4K+ 186.23% |
$2.33M - $2.42M
|
99K
$3.91M
|
|
|
Apr 09, 2024
Q1 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
16.5KNew |
$597K - $622K
|
16.5K
$653K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
15K+ 62.94% |
$541K - $563K
|
38.7K
$1.53M
|
|
|
May 15, 2024
Q1 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
13.9K+ 34.15% |
$502K - $523K
|
54.6K
$2.16M
|
|
|
May 10, 2024
Q1 2024
|
1776 Wealth LLC
|
BUY
|
- |
10.7KNew |
$385K - $401K
|
10.7K
$421K
|
|
|
May 15, 2024
Q1 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
8.87KNew |
$320K - $334K
|
8.87K
$350K
|
|
|
May 15, 2024
Q1 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
7.5KNew |
$271K - $282K
|
7.5K
$296K
|
|
|
May 14, 2024
Q1 2024
|
Old Mission Capital LLC
|
BUY
|
- |
7.25KNew |
$262K - $273K
|
7.25K
$286K
|
|
|
Apr 15, 2024
Q1 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
6.67K+ 72.13% |
$241K - $251K
|
15.9K
$629K
|
|
|
Dec 13, 2024
Q1 2024
|
Smart Wealth LLC
Omaha, NE |
BUY
|
- |
6.02KNew |
$217K - $226K
|
6.02K
$238K
|
|
|
May 14, 2024
Q1 2024
|
Sequent Planning LLC
Omaha, NE |
BUY
|
- |
5.51KNew |
$199K - $207K
|
5.51K
$218K
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
5.31K+ 35.76% |
$192K - $200K
|
20.1K
$795K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
4.33K+ 20.26% |
$156K - $163K
|
25.7K
$1.01M
|
|
|
Apr 26, 2024
Q1 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
2K+ 9.15% |
$72.2K - $75.2K
|
23.9K
$942K
|
|
|
May 14, 2024
Q1 2024
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
1.21K+ 0.57% |
$43.7K - $45.6K
|
215K
$8.5M
|
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
BUY
|
- |
1.12KNew |
$40.4K - $42.1K
|
1.12K
$44.2K
|
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
799+ 8.13% |
$28.9K - $30.1K
|
10.6K
$420K
|
|
|
Apr 19, 2024
Q1 2024
|
Marshall Financial Group LLC
|
BUY
|
- |
6+ 0.07% |
$217 - $226
|
8.98K
$355K
|
|
|
Apr 15, 2024
Q1 2024
|
Brookstone Capital Management
|
SELL
|
- |
-7- 0.02% |
$253 - $263
|
29.5K
$1.17M
|
|
|
May 01, 2024
Q1 2024
|
Prosperity Consulting Group, LLC
|
SELL
|
- |
-10- 0.11% |
$361 - $376
|
8.75K
$345K
|
|
|
May 13, 2024
Q1 2024
|
Arbor Capital Management Inc
Anchorage, AK |
SELL
|
- |
-54- 0.73% |
$1.95K - $2.03K
|
7.34K
$290K
|
|
|
Apr 24, 2024
Q1 2024
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-307- 4.93% |
$11.1K - $11.5K
|
5.93K
$234K
|
|
|
May 09, 2024
Q1 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-428- 6.94% |
$15.5K - $16.1K
|
5.74K
$227K
|
|
|
May 06, 2024
Q1 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-484- 5.17% |
$17.5K - $18.2K
|
8.88K
$351K
|
|
|
Apr 23, 2024
Q1 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-1.05K- 12.6% |
$38K - $39.6K
|
7.3K
$288K
|
|
|
May 06, 2024
Q1 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-1.07K- 2.05% |
$38.5K - $40.1K
|
50.8K
$2.01M
|
|
|
May 02, 2024
Q1 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-1.43K- 0.78% |
$51.7K - $53.8K
|
183K
$7.22M
|
|
|
May 15, 2024
Q1 2024
|
Townsquare Capital LLC
|
SELL
|
- |
-1.77K- 14.28% |
$63.8K - $66.4K
|
10.6K
$419K
|
|
|
May 14, 2024
Q1 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-1.83K- 18.53% |
$66K - $68.7K
|
8.03K
$317K
|
|
|
Nov 05, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-1.88K- 27.61% |
$67.9K - $70.7K
|
4.93K
$195K
|
|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
SELL
|
- |
-2.37K- 12.42% |
$85.5K - $89.1K
|
16.7K
$659K
|
|
|
Apr 24, 2024
Q1 2024
|
Spire Wealth Management
|
SELL
|
- |
-2.42K- 10.11% |
$87.3K - $91K
|
21.5K
$849K
|
|
|
May 14, 2024
Q1 2024
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-2.44K- 8.83% |
$88.2K - $91.9K
|
25.2K
$996K
|
|
|
Jul 22, 2024
Q1 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-2.55K- 2.41% |
$92.1K - $95.9K
|
103K
$4.07M
|
|
|
Apr 15, 2024
Q1 2024
|
Sage Capital Advisors,Llc
|
SELL
|
- |
-2.73K- 15.16% |
$98.4K - $103K
|
15.3K
$602K
|
|
|
May 02, 2024
Q1 2024
|
Integrity Financial Corp
|
SELL
|
- |
-3.6K- 29.46% |
$130K - $135K
|
8.62K
$340K
|
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-4.57K- 48.11% |
$165K - $172K
|
4.93K
$195K
|
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-5.21K- 6.56% |
$188K - $196K
|
74.2K
$2.93M
|
|
|
May 07, 2024
Q1 2024
|
Beacon Financial Group
|
SELL
|
- |
-6.97K- 15.47% |
$252K - $262K
|
38.1K
$1.5M
|
|
|
Apr 26, 2024
Q1 2024
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-9.41K- 34.4% |
$340K - $354K
|
17.9K
$709K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-12.3K- 26.19% |
$443K - $462K
|
34.6K
$1.37M
|
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-14.8K- 43.98% |
$536K - $558K
|
18.9K
$747K
|
|
|
May 10, 2024
Q1 2024
|
Truist Financial Corp
|
SELL
|
- |
-20.7K- 28.63% |
$747K - $778K
|
51.6K
$2.04M
|
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-21.2K- 22.82% |
$767K - $798K
|
71.8K
$2.83M
|
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-22.3K- 16.62% |
$804K - $837K
|
112K
$4.41M
|
|
|
May 15, 2024
Q1 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-25.1K- 42.15% |
$907K - $945K
|
34.5K
$1.36M
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-55.1K- 76.79% |
$1.99M - $2.07M
|
16.7K
$658K
|