Purchases and Sales Made in Q4 2022 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 Q4 2022. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2023
Q4 2022
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
558KNew |
$17M - $17.9M
|
558K
$21.9M
|
|
|
Feb 10, 2023
Q4 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
384K+ 1208.2% |
$11.7M - $12.3M
|
416K
$16.3M
|
|
|
Feb 15, 2023
Q4 2022
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
287K+ 3899.05% |
$8.75M - $9.22M
|
295K
$11.5M
|
|
|
Feb 07, 2023
Q4 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
176K+ 922.43% |
$5.35M - $5.64M
|
195K
$7.63M
|
|
|
Feb 14, 2023
Q4 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
151KNew |
$4.58M - $4.83M
|
151K
$5.9M
|
|
|
Feb 14, 2023
Q4 2022
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
134KNew |
$4.07M - $4.28M
|
134K
$5.23M
|
|
|
Feb 17, 2023
Q4 2022
|
Truist Financial Corp
|
BUY
|
- |
125KNew |
$3.82M - $4.02M
|
125K
$4.91M
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
77.5KNew |
$2.36M - $2.48M
|
77.5K
$3.03M
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
52.9KNew |
$1.61M - $1.7M
|
52.9K
$2.07M
|
|
|
Feb 07, 2023
Q4 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
27.9K+ 6.93% |
$849K - $894K
|
430K
$16.9M
|
|
|
Feb 02, 2023
Q4 2022
|
Ignite Planners, LLC
|
BUY
|
- |
25.1KNew |
$764K - $804K
|
25.1K
$982K
|
|
|
Feb 14, 2023
Q4 2022
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
23.6KNew |
$720K - $759K
|
23.6K
$926K
|
|
|
Feb 13, 2023
Q4 2022
|
3 D/L Capital Management, LLC
|
BUY
|
- |
23.5KNew |
$716K - $754K
|
23.5K
$920K
|
|
|
Jan 26, 2023
Q4 2022
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
20.8KNew |
$634K - $668K
|
20.8K
$816K
|
|
|
Feb 14, 2023
Q4 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
17KNew |
$517K - $545K
|
17K
$665K
|
|
|
Feb 14, 2023
Q4 2022
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
16.6KNew |
$507K - $534K
|
16.6K
$652K
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
13.7KNew |
$418K - $440K
|
13.7K
$537K
|
|
|
Feb 13, 2023
Q4 2022
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
BUY
|
- |
12.9KNew |
$393K - $414K
|
12.9K
$506K
|
|
|
Feb 06, 2023
Q4 2022
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
10.8KNew |
$328K - $346K
|
10.8K
$422K
|
|
|
Feb 07, 2023
Q4 2022
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
10.2K+ 74.65% |
$311K - $327K
|
23.9K
$935K
|
|
|
Feb 10, 2023
Q4 2022
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
8.98KNew |
$274K - $288K
|
8.98K
$352K
|
|
|
Feb 06, 2023
Q4 2022
|
Wealth Trust Asset Management, LLC
Destin, FL |
BUY
|
- |
8.11KNew |
$247K - $260K
|
8.11K
$317K
|
|
|
Feb 14, 2023
Q4 2022
|
Old Mission Capital LLC
|
BUY
|
- |
7.64K+ 91.51% |
$233K - $245K
|
16K
$626K
|
|
|
Jan 12, 2023
Q4 2022
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
6.7K+ 2.75% |
$204K - $215K
|
251K
$9.81M
|
|
|
Feb 14, 2023
Q4 2022
|
Arbor Capital Management Inc
Anchorage, AK |
BUY
|
- |
6.68KNew |
$203K - $214K
|
6.68K
$262K
|
|
|
Feb 03, 2023
Q4 2022
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
6.4KNew |
$195K - $205K
|
6.4K
$251K
|
|
|
Jan 26, 2023
Q4 2022
|
Integrity Financial Corp
|
BUY
|
- |
5.37K+ 1037.07% |
$164K - $172K
|
5.89K
$231K
|
|
|
Jan 10, 2023
Q4 2022
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
5.29KNew |
$161K - $170K
|
5.29K
$207K
|
|
|
Feb 06, 2023
Q4 2022
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
5.1K+ 3400.0% |
$155K - $164K
|
5.25K
$206K
|
|
|
Jan 31, 2023
Q4 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
4.68K+ 39.75% |
$142K - $150K
|
16.4K
$644K
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
3.14K+ 15.92% |
$95.5K - $101K
|
22.8K
$894K
|
|
|
Feb 13, 2023
Q4 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
3.08KNew |
$93.8K - $98.8K
|
3.08K
$121K
|
|
|
Feb 08, 2023
Q4 2022
|
Ubs Group Ag
|
BUY
|
- |
2.64KNew |
$80.5K - $84.8K
|
2.64K
$103K
|
|
|
Feb 03, 2023
Q4 2022
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
2.45KNew |
$74.6K - $78.6K
|
2.45K
$96K
|
|
|
Jan 30, 2023
Q4 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
1.7KNew |
$51.8K - $54.6K
|
1.7K
$66.6K
|
|
|
Jan 31, 2023
Q4 2022
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
931+ 12.76% |
$28.4K - $29.9K
|
8.23K
$322K
|
|
|
Feb 13, 2023
Q4 2022
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
505New |
$15.4K - $16.2K
|
505
$19.8K
|
|
|
Feb 14, 2023
Q4 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
200New |
$6.09K - $6.42K
|
200
$7.83K
|
|
|
Jan 27, 2023
Q4 2022
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
148New |
$4.51K - $4.75K
|
148
$5.8K
|
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
100New |
$3.05K - $3.21K
|
100
$3.92K
|
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
46New |
$1.4K - $1.48K
|
46
$1.8K
|
|
|
Feb 07, 2023
Q4 2022
|
Ifp Advisors, Inc
|
SELL
|
- |
-2.51K- 14.66% |
$76.5K - $80.6K
|
14.6K
$573K
|
|
|
Feb 13, 2023
Q4 2022
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-4.42K- 40.66% |
$135K - $142K
|
6.45K
$253K
|
|
|
Jan 19, 2023
Q4 2022
|
Beacon Financial Group
|
SELL
|
- |
-15.8K- 5.78% |
$482K - $508K
|
258K
$10.1M
|
|
|
Feb 08, 2023
Q4 2022
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-40.7K- 29.5% |
$1.24M - $1.31M
|
97.3K
$3.81M
|
|
|
Jan 31, 2023
Q4 2022
|
Ae Wealth Management LLC
|
SELL
|
- |
-207K- 53.44% |
$6.31M - $6.64M
|
180K
$7.07M
|