Purchases and Sales Made in Q3 2025 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 Q3 2025. 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 |
|---|---|---|---|---|---|---|---|
|
Oct 15, 2025
Q3 2025
|
Founders Financial Securities LLC
|
BUY
|
- |
16.7K+ 41.57% |
$686K - $723K
|
57K
$2.47M
|
|
|
Nov 03, 2025
Q3 2025
|
Truist Financial Corp
|
BUY
|
- |
666+ 1.34% |
$27.3K - $28.8K
|
50.3K
$2.18M
|
|
|
Oct 21, 2025
Q3 2025
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
BUY
|
- |
444+ 0.89% |
$18.2K - $19.2K
|
50.2K
$2.18M
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
225New |
$9.23K - $9.72K
|
225
$9.77K
|
|
|
Oct 23, 2025
Q3 2025
|
Evolution Wealth Management Inc.
Fort Myers, FL |
BUY
|
- |
1+ 0.01% |
$41 - $43.2
|
16K
$694K
|
|
|
Oct 22, 2025
Q3 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-4- 0.31% |
$164 - $173
|
1.28K
$55.5K
|
|
|
Nov 03, 2025
Q3 2025
|
Arbor Capital Management Inc
Anchorage, AK |
SELL
|
- |
-7- 0.07% |
$287 - $302
|
9.81K
$426K
|
|
|
Oct 10, 2025
Q3 2025
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-115- 0.38% |
$4.72K - $4.97K
|
29.8K
$1.3M
|
|
|
Oct 22, 2025
Q3 2025
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-182- 3.79% |
$7.47K - $7.86K
|
4.62K
$201K
|
|
|
Oct 07, 2025
Q3 2025
|
Ignite Planners, LLC
|
SELL
|
- |
-225- 0.99% |
$9.23K - $9.72K
|
22.5K
$976K
|
|
|
Oct 30, 2025
Q3 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-675- 11.17% |
$27.7K - $29.2K
|
5.37K
$233K
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
SELL
|
- |
-901- 2.9% |
$37K - $38.9K
|
30.2K
$1.31M
|
|
|
Nov 03, 2025
Q3 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-1.17K- 36.75% |
$47.8K - $50.3K
|
2.01K
$87.1K
|
|
|
Oct 06, 2025
Q3 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
SELL
|
- |
-1.42K- 22.24% |
$58.2K - $61.3K
|
4.96K
$215K
|
|
|
Oct 23, 2025
Q3 2025
|
Spire Wealth Management
|
SELL
|
- |
-2.46K- 14.21% |
$101K - $106K
|
14.8K
$644K
|
|
|
Oct 24, 2025
Q3 2025
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-2.58K- 16.06% |
$106K - $112K
|
13.5K
$586K
|
|
|
Oct 07, 2025
Q3 2025
|
Beacon Financial Group
|
SELL
|
- |
-3.22K- 15.47% |
$132K - $139K
|
17.6K
$764K
|
|
|
Oct 30, 2025
Q3 2025
|
Simplicity Wealth,Llc
|
SELL
|
- |
-4.95K- 50.56% |
$203K - $214K
|
4.84K
$210K
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-6.69K- 46.95% |
$274K - $289K
|
7.56K
$328K
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-201K- 64.06% |
$8.24M - $8.68M
|
113K
$4.89M
|
|
|
Oct 09, 2025
Q3 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
SELL
|
- |
-284K- 96.02% |
$11.6M - $12.2M
|
11.8K
$511K
|
|
|
Oct 10, 2025
Q3 2025
|
Advance Capital Management, Inc.
Southfield, MI |
SELL
|
- |
-583K- 94.5% |
$23.9M - $25.2M
|
33.9K
$1.47M
|