Latest Institutional Transactions on First Tr Ex Trad Fd Viii Cboe (DOCT)
This table provides information on the latest institutional transactions involving First Tr Ex Trad Fd Viii Cboe (DOCT) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Mar 17, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-2.91K- 17.02% |
$112K - $116K
|
14.2K
$543K
|
|
|
Mar 06, 2025
Q4 2024
|
Wood Tarver Financial Group, LLC
Boise, ID |
BUY
|
- |
33.3KNew |
$1.29M - $1.33M
|
33.3K
$1.27M
|
|
|
Feb 27, 2025
Q4 2024
|
Reap Financial Group, LLC
Austin, TX |
BUY
|
- |
338K+ 154.59% |
$13.1M - $13.5M
|
557K
$21.3M
|
|
|
Feb 25, 2025
Q4 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
17.1KNew |
$661K - $684K
|
17.1K
$655K
|
|
|
Feb 25, 2025
Q4 2024
|
Armis Advisers, LLC
Atlanta, GA |
BUY
|
- |
560KNew |
$21.6M - $22.4M
|
560K
$21.4M
|
|
|
Feb 18, 2025
Q4 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-1.99K- 56.47% |
$76.7K - $79.3K
|
1.53K
$58.6K
|
|
|
Feb 14, 2025
Q4 2024
|
Prosperity Consulting Group, LLC
|
SELL
|
- |
-89- 1.04% |
$3.44K - $3.56K
|
8.44K
$323K
|
|
|
Feb 14, 2025
Q4 2024
|
Harvest Investment Services, LLC
|
BUY
|
- |
38.3KNew |
$1.48M - $1.53M
|
38.3K
$1.46M
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
95.9K+ 773.17% |
$3.7M - $3.83M
|
108K
$4.14M
|
|
|
Feb 14, 2025
Q4 2024
|
Icon Wealth Advisors, LLC
Houston, TX |
SELL
|
- |
-79- 0.37% |
$3.05K - $3.16K
|
21.1K
$809K
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
SELL
|
- |
-3.96K- 91.29% |
$153K - $158K
|
378
$14.5K
|
|
|
Feb 14, 2025
Q4 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
36+ 3.28% |
$1.39K - $1.44K
|
1.14K
$43.4K
|
|
|
Feb 14, 2025
Q4 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
1.94KNew |
$74.9K - $77.5K
|
1.94K
$74.2K
|
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-1.38K- 14.62% |
$53.3K - $55.1K
|
8.05K
$308K
|
|
|
Feb 14, 2025
Q4 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-2.11K- 14.58% |
$81.3K - $84.1K
|
12.3K
$472K
|
|
|
Feb 14, 2025
Q4 2024
|
First Heartland Consultants, Inc.
|
BUY
|
- |
5.18KNew |
$200K - $207K
|
5.18K
$198K
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-560- 1.82% |
$21.6K - $22.4K
|
30.1K
$1.15M
|
|
|
Feb 13, 2025
Q4 2024
|
Integrity Financial Corp
|
BUY
|
- |
10.3K+ 134.92% |
$397K - $411K
|
17.9K
$685K
|
|
|
Feb 13, 2025
Q4 2024
|
Barclays PLC
London, X0 |
SELL
|
- |
-1.39K- 27.14% |
$53.8K - $55.7K
|
3.74K
$143K
|
|
|
Feb 13, 2025
Q4 2024
|
Townsquare Capital LLC
|
SELL
|
- |
-3.29K- 30.07% |
$127K - $131K
|
7.64K
$292K
|
|
|
Feb 13, 2025
Q4 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
12.9KNew |
$499K - $516K
|
12.9K
$495K
|
|
|
Feb 13, 2025
Q4 2024
|
Per Stirling Capital Management, Llc.
Austin, TX |
SELL
|
- |
-5.9K- 2.81% |
$228K - $236K
|
204K
$7.81M
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
18.5K+ 76.97% |
$715K - $739K
|
42.6K
$1.63M
|
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
95.9K+ 1179.73% |
$3.71M - $3.83M
|
104K
$3.98M
|
|
|
Feb 12, 2025
Q4 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-688- 9.24% |
$26.6K - $27.5K
|
6.76K
$259K
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
47.1K+ 112.16% |
$1.82M - $1.88M
|
89K
$3.41M
|
|
|
Feb 11, 2025
Q4 2024
|
Sequent Planning LLC
Omaha, NE |
BUY
|
- |
123KNew |
$4.75M - $4.91M
|
123K
$4.7M
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-205- 2.29% |
$7.92K - $8.19K
|
8.75K
$335K
|
|
|
Feb 11, 2025
Q4 2024
|
Lcnb Corp
Lebanon, OH |
BUY
|
- |
78.7K+ 225.4% |
$3.04M - $3.15M
|
114K
$4.35M
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
43.8K+ 55.39% |
$1.69M - $1.75M
|
123K
$4.7M
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
24.1K+ 54.02% |
$930K - $962K
|
68.6K
$2.63M
|
|
|
Feb 10, 2025
Q4 2024
|
Arbor Capital Management Inc
Anchorage, AK |
BUY
|
- |
2.86K+ 39.12% |
$110K - $114K
|
10.2K
$389K
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-10.5K- 18.06% |
$406K - $420K
|
47.7K
$1.83M
|
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
8.14KNew |
$314K - $325K
|
8.14K
$312K
|
|
|
Feb 10, 2025
Q4 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
383+ 40.62% |
$14.8K - $15.3K
|
1.33K
$50.7K
|
|
|
Feb 10, 2025
Q4 2024
|
Founders Financial Securities LLC
|
BUY
|
- |
7.58K+ 93.24% |
$293K - $303K
|
15.7K
$601K
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
4.05K+ 8.46% |
$157K - $162K
|
52K
$1.99M
|
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
BUY
|
- |
3.04KNew |
$117K - $121K
|
3.04K
$116K
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
321KNew |
$12.4M - $12.8M
|
321K
$12.3M
|
|
|
Feb 06, 2025
Q4 2024
|
Keystone Wealth Services, LLC
|
BUY
|
- |
7.33KNew |
$283K - $293K
|
7.33K
$281K
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
637+ 5.09% |
$24.6K - $25.4K
|
13.2K
$503K
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
46.7K+ 641.38% |
$1.81M - $1.87M
|
54K
$2.07M
|
|
|
Feb 04, 2025
Q4 2024
|
Kovack Advisors, Inc.
|
BUY
|
- |
7.08KNew |
$273K - $283K
|
7.08K
$271K
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
20KNew |
$773K - $799K
|
20K
$765K
|
|
|
Feb 03, 2025
Q4 2024
|
Advyzon Investment Management, LLC
Lisle, IL |
BUY
|
- |
6.68KNew |
$258K - $267K
|
6.68K
$256K
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
103+ 0.21% |
$3.98K - $4.11K
|
50K
$1.91M
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
700New |
$27K - $28K
|
700
$26.8K
|
|
|
Jan 30, 2025
Q4 2024
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
SELL
|
- |
-2.27K- 17.58% |
$87.7K - $90.6K
|
10.6K
$407K
|
|
|
Jan 30, 2025
Q4 2024
|
Hickory Asset Management, Inc.
Concord, OH |
BUY
|
- |
10.8KNew |
$417K - $431K
|
10.8K
$413K
|
|
|
Jan 29, 2025
Q4 2024
|
Beacon Financial Group
|
BUY
|
- |
7.21K+ 38.28% |
$278K - $288K
|
26K
$996K
|