Smart Wealth LLC First Tr Ex Trad Fd Viii Cboe Transaction History

Smart Wealth LLC

$328 Billion
Q4 2025

A detailed history of Smart Wealth LLC transactions in First Tr Ex Trad Fd Viii Cboe stock. As of the latest transaction made, Smart Wealth LLC holds 29,350 shares of DOCT stock, worth $1.28 Million. This represents 0.4% of its overall portfolio holdings.

Number of Shares

29,350

Previous 31,943 8.12%

Holding current value

$1.28 Million

Previous $1.38 Billion 5.81%

% of portfolio

0.4%

Previous 0.52%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2025 Jan 26, 2026	SELL	$43.01 - $44.1 $111,524 - $114,351	-2,593 Reduced 8.12%	29,350 $1.3 Billion
Q3 2025 Nov 07, 2025	SELL	$41.02 - $43.2 $88,316 - $93,009	-2,153 Reduced 6.31%	31,943 $1.38 Billion
Q2 2025 Aug 13, 2025	SELL	$36.35 - $41.07 $46,091 - $52,076	-1,268 Reduced 3.59%	34,096 $1.4 Billion
Q1 2025 Apr 29, 2025	SELL	$38.06 - $40.36 $321,416 - $340,840	-8,445 Reduced 19.28%	35,364 $1.36 Billion
Q4 2024 Jan 28, 2025	BUY	$38.63 - $39.95 $1.01 Million - $1.05 Million	26,236 Added 149.3%	43,809 $1.72 Billion

Q3 2024 Dec 13, 2024	BUY	$37.92 - $39.03 $173,218 - $178,289	4,568 Added 35.12%	17,573 $686 Million
Q2 2024 Dec 13, 2024	BUY	$37.2 - $38.39 $259,916 - $268,230	6,987 Added 116.1%	13,005 $499 Million
Q1 2024 Dec 13, 2024	BUY	$36.12 - $37.62 $217,370 - $226,397	6,018 New	6,018 $226 Million
Q4 2023 Dec 13, 2024	SELL	$33.71 - $36.4 $2.2 Million - $2.37 Million	-65,146 Closed	0 $0
Q3 2023 Dec 13, 2024	BUY	$34.49 - $35.64 $143,995 - $148,797	4,175 Added 6.85%	65,146 $2.25 Billion
Q2 2023 Dec 13, 2024	SELL	$32.76 - $34.9 $1.24 Million - $1.33 Million	-37,988 Reduced 38.39%	60,971 $2.13 Billion
Q1 2023 Dec 13, 2024	SELL	$31.12 - $32.94 $565,854 - $598,948	-18,183 Reduced 15.52%	98,959 $3.25 Billion
Q4 2022 Dec 13, 2024	BUY	$30.46 - $32.08 $3.57 Million - $3.76 Million	117,142 New	117,142 $3.67 Billion

Others Institutions Holding DOCT

# of Institutions

104

Shares Held

3.42M

Call Options Held

Put Options Held

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About FIRST TR EX-TRAD FD VIII CBOE

Ticker DOCT
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