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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2025
Q3 2025
|
Old Mission Capital LLC
|
BUY
|
- |
17.2K+ 99.12% |
$704K - $741K
|
34.5K
$1.51M
|
|
|
Oct 15, 2025
Q3 2025
|
Founders Financial Securities LLC
|
BUY
|
- |
16.7K+ 41.57% |
$686K - $723K
|
57K
$2.49M
|
|
|
Nov 14, 2025
Q3 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
9.14KNew |
$375K - $395K
|
9.14K
$399K
|
|
|
Nov 10, 2025
Q3 2025
|
Lcnb Corp
Lebanon, OH |
BUY
|
- |
8.73K+ 7.56% |
$358K - $377K
|
124K
$5.42M
|
|
|
Nov 14, 2025
Q3 2025
|
Stone X Group Inc.
|
BUY
|
- |
7.21K+ 27.11% |
$296K - $311K
|
33.8K
$1.48M
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
6.37K+ 8.9% |
$261K - $275K
|
77.9K
$3.4M
|
|
|
Nov 14, 2025
Q3 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
4.68KNew |
$192K - $202K
|
4.68K
$204K
|
|
|
Nov 07, 2025
Q3 2025
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
3.88KNew |
$159K - $167K
|
3.88K
$169K
|
|
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
3.7K+ 12.46% |
$152K - $160K
|
33.4K
$1.46M
|
|
|
Nov 03, 2025
Q3 2025
|
Winnow Wealth LLC
Waco, TX |
BUY
|
- |
2.53KNew |
$104K - $109K
|
2.53K
$110K
|
|
|
Nov 12, 2025
Q3 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
2.26K+ 5.36% |
$92.5K - $97.4K
|
44.3K
$1.94M
|
|
|
Nov 18, 2025
Q3 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
2.21KNew |
$90.4K - $95.3K
|
2.21K
$96.3K
|
|
|
Nov 14, 2025
Q3 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
1.63K+ 3.17% |
$67K - $70.5K
|
53.2K
$2.32M
|
|
|
Nov 12, 2025
Q3 2025
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
1.46K+ 1.07% |
$59.8K - $62.9K
|
138K
$6.01M
|
|
|
Nov 04, 2025
Q3 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
1.1K+ 0.73% |
$44.9K - $47.3K
|
150K
$6.56M
|
|
|
Nov 13, 2025
Q3 2025
|
Ubs Group Ag
|
BUY
|
- |
1.03KNew |
$42.4K - $44.6K
|
1.03K
$45.1K
|
|
|
Nov 03, 2025
Q3 2025
|
Truist Financial Corp
|
BUY
|
- |
666+ 1.34% |
$27.3K - $28.8K
|
50.3K
$2.2M
|
|
|
Oct 21, 2025
Q3 2025
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
BUY
|
- |
444+ 0.89% |
$18.2K - $19.2K
|
50.2K
$2.19M
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
225New |
$9.23K - $9.72K
|
225
$9.83K
|
|
|
Dec 02, 2025
Q3 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
142+ 1.21% |
$5.82K - $6.13K
|
11.8K
$517K
|
|
|
Nov 14, 2025
Q3 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
71+ 5.0% |
$2.91K - $3.07K
|
1.49K
$65.1K
|
|
|
Oct 23, 2025
Q3 2025
|
Evolution Wealth Management Inc.
Fort Myers, FL |
BUY
|
- |
1+ 0.01% |
$41 - $43.2
|
16K
$697K
|
|
|
Oct 22, 2025
Q3 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-4- 0.31% |
$164 - $173
|
1.28K
$55.9K
|
|
|
Nov 03, 2025
Q3 2025
|
Arbor Capital Management Inc
Anchorage, AK |
SELL
|
- |
-7- 0.07% |
$287 - $302
|
9.81K
$428K
|
|
|
Nov 06, 2025
Q3 2025
|
Integrity Financial Corp
|
SELL
|
- |
-23- 0.14% |
$943 - $994
|
16K
$699K
|
|
|
Nov 14, 2025
Q3 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-66- 0.09% |
$2.71K - $2.85K
|
73.8K
$3.22M
|
|
|
Oct 10, 2025
Q3 2025
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-115- 0.38% |
$4.72K - $4.97K
|
29.8K
$1.3M
|
|
|
Nov 06, 2025
Q3 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-160- 5.13% |
$6.56K - $6.91K
|
2.96K
$129K
|
|
|
Oct 22, 2025
Q3 2025
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-182- 3.79% |
$7.47K - $7.86K
|
4.62K
$202K
|
|
|
Oct 07, 2025
Q3 2025
|
Ignite Planners, LLC
|
SELL
|
- |
-225- 0.99% |
$9.23K - $9.72K
|
22.5K
$981K
|
|
|
Nov 05, 2025
Q3 2025
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-302- 2.49% |
$12.4K - $13K
|
11.8K
$517K
|
|
|
Nov 12, 2025
Q3 2025
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-381- 5.59% |
$15.6K - $16.5K
|
6.43K
$281K
|
|
|
Nov 05, 2025
Q3 2025
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-460- 15.81% |
$18.9K - $19.9K
|
2.45K
$107K
|
|
|
Nov 13, 2025
Q3 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-550- 0.85% |
$22.6K - $23.8K
|
64.5K
$2.82M
|
|
|
Nov 10, 2025
Q3 2025
|
Advyzon Investment Management, LLC
Lisle, IL |
SELL
|
- |
-584- 9.02% |
$24K - $25.2K
|
5.89K
$257K
|
|
|
Oct 30, 2025
Q3 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-675- 11.17% |
$27.7K - $29.2K
|
5.37K
$235K
|
|
|
Nov 14, 2025
Q3 2025
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-789- 19.73% |
$32.4K - $34.1K
|
3.21K
$140K
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
SELL
|
- |
-901- 2.9% |
$37K - $38.9K
|
30.2K
$1.32M
|
|
|
Nov 03, 2025
Q3 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-1.17K- 36.75% |
$47.8K - $50.3K
|
2.01K
$87.6K
|
|
|
Oct 06, 2025
Q3 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
SELL
|
- |
-1.42K- 22.24% |
$58.2K - $61.3K
|
4.96K
$217K
|
|
|
Nov 14, 2025
Q3 2025
|
Prosperity Consulting Group, LLC
|
SELL
|
- |
-1.75K- 21.74% |
$71.6K - $75.4K
|
6.28K
$274K
|
|
|
Nov 17, 2025
Q3 2025
|
Harvest Investment Services, LLC
|
SELL
|
- |
-1.91K- 5.9% |
$78.1K - $82.3K
|
30.4K
$1.33M
|
|
|
Nov 07, 2025
Q3 2025
|
Smart Wealth LLC
Omaha, NE |
SELL
|
- |
-2.15K- 6.31% |
$88.3K - $93K
|
31.9K
$1.39M
|
|
|
Oct 23, 2025
Q3 2025
|
Spire Wealth Management
|
SELL
|
- |
-2.46K- 14.21% |
$101K - $106K
|
14.8K
$647K
|
|
|
Oct 24, 2025
Q3 2025
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-2.58K- 16.06% |
$106K - $112K
|
13.5K
$590K
|
|
|
Nov 12, 2025
Q3 2025
|
Sequent Planning LLC
Omaha, NE |
SELL
|
- |
-2.62K- 2.1% |
$107K - $113K
|
122K
$5.33M
|
|
|
Nov 07, 2025
Q3 2025
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-2.92K- 5.3% |
$120K - $126K
|
52.2K
$2.28M
|
|
|
Oct 07, 2025
Q3 2025
|
Beacon Financial Group
|
SELL
|
- |
-3.22K- 15.47% |
$132K - $139K
|
17.6K
$768K
|
|
|
Nov 14, 2025
Q3 2025
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-3.38K- 18.26% |
$139K - $146K
|
15.1K
$660K
|
|
|
Nov 04, 2025
Q3 2025
|
Ogorek Anthony Joseph
|
SELL
|
- |
-3.56K- 1.16% |
$146K - $154K
|
304K
$13.3M
|
|