Latest Institutional Purchases of First Tr Ex Trad Fd Viii Cboe (DOCT)
This list provides information on the latest institutional transactions involving First Tr Ex Trad Fd Viii Cboe (DOCT) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 12, 2024
Q3 2024
|
Lcnb Corp
Lebanon, OH |
BUY
|
- |
34.9KNew |
$1.32M - $1.36M
|
34.9K
$1.39M
|
|
|
Dec 11, 2024
Q3 2024
|
1 St Source Bank
|
BUY
|
- |
27.7KNew |
$1.05M - $1.08M
|
27.7K
$1.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
20.9K+ 6215.18% |
$792K - $815K
|
21.2K
$845K
|
|
|
Oct 22, 2024
Q3 2024
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
BUY
|
- |
16.1K+ 54.53% |
$611K - $629K
|
45.7K
$1.82M
|
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
13.8K+ 93.82% |
$523K - $539K
|
28.5K
$1.14M
|
|
|
Oct 15, 2024
Q3 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
8.69K+ 74.02% |
$330K - $339K
|
20.4K
$814K
|
|
|
Nov 12, 2024
Q3 2024
|
Founders Financial Securities LLC
|
BUY
|
- |
8.13KNew |
$308K - $317K
|
8.13K
$324K
|
|
|
Nov 15, 2024
Q3 2024
|
Barclays PLC
London, X0 |
BUY
|
- |
5.13KNew |
$195K - $200K
|
5.13K
$204K
|
|
|
Dec 13, 2024
Q3 2024
|
Smart Wealth LLC
Omaha, NE |
BUY
|
- |
4.57K+ 35.12% |
$173K - $178K
|
17.6K
$700K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
3.29K+ 15.05% |
$125K - $128K
|
25.1K
$1M
|
|
|
Dec 09, 2024
Q3 2024
|
Copley Financial Group, Inc.
San Diego, CA |
BUY
|
- |
3.21KNew |
$122K - $125K
|
3.21K
$128K
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
2.95K+ 3.88% |
$112K - $115K
|
79K
$3.15M
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
BUY
|
- |
2.78K+ 61.59% |
$105K - $108K
|
7.29K
$290K
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
2.56K+ 143.25% |
$97K - $99.8K
|
4.34K
$173K
|
|
|
Nov 18, 2024
Q3 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
1.99K+ 129.74% |
$75.3K - $77.5K
|
3.52K
$140K
|
|
|
Nov 15, 2024
Q3 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
1.72K+ 29.93% |
$65K - $66.9K
|
7.45K
$296K
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
1.11K+ 6.94% |
$42.1K - $43.3K
|
17.1K
$681K
|
|
|
Oct 15, 2024
Q3 2024
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
687+ 8.77% |
$26.1K - $26.8K
|
8.52K
$339K
|
|
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
293+ 3.21% |
$11.1K - $11.4K
|
9.43K
$376K
|
|
|
Nov 13, 2024
Q3 2024
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
217+ 0.1% |
$8.23K - $8.47K
|
210K
$8.36M
|
|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
156+ 16.54% |
$5.92K - $6.09K
|
1.1K
$43.8K
|
|
| Q2 2024 | |||||||
|
Aug 14, 2024
Q2 2024
|
Old Mission Capital LLC
|
BUY
|
- |
26.5K+ 366.06% |
$987K - $1.02M
|
33.8K
$1.34M
|
|
|
Aug 13, 2024
Q2 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
11.3KNew |
$421K - $434K
|
11.3K
$450K
|
|
|
Aug 14, 2024
Q2 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
2.24K+ 8.89% |
$83.4K - $86.1K
|
27.5K
$1.09M
|
|
|
Aug 14, 2024
Q2 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
97+ 1.21% |
$3.61K - $3.72K
|
8.13K
$324K
|
|
|
Jul 16, 2024
Q2 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
89+ 1.0% |
$3.31K - $3.42K
|
8.97K
$357K
|
|
|
Aug 09, 2024
Q2 2024
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
8New |
$298 - $307
|
8
$319
|
|
| Q1 2024 | |||||||
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
15K+ 62.94% |
$541K - $563K
|
38.7K
$1.54M
|
|
|
May 10, 2024
Q1 2024
|
1776 Wealth LLC
|
BUY
|
- |
10.7KNew |
$385K - $401K
|
10.7K
$424K
|
|
|
May 14, 2024
Q1 2024
|
Sequent Planning LLC
Omaha, NE |
BUY
|
- |
5.51KNew |
$199K - $207K
|
5.51K
$220K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
4.33K+ 20.26% |
$156K - $163K
|
25.7K
$1.02M
|
|
|
Apr 26, 2024
Q1 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
2K+ 9.15% |
$72.2K - $75.2K
|
23.9K
$950K
|
|
| Q4 2023 | |||||||
|
Feb 13, 2024
Q4 2023
|
Benchmark Investment Advisors LLC
Chicago, IL |
BUY
|
- |
12.1KNew |
$408K - $441K
|
12.1K
$482K
|
|
|
Feb 08, 2024
Q4 2023
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
12.1KNew |
$408K - $441K
|
12.1K
$482K
|
|
|
Feb 12, 2024
Q4 2023
|
Schulz Wealth, Ltd.
Mansfield, TX |
BUY
|
- |
6.12KNew |
$206K - $223K
|
6.12K
$244K
|
|
|
Feb 06, 2024
Q4 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
5.93KNew |
$200K - $216K
|
5.93K
$236K
|
|
|
Jan 12, 2024
Q4 2023
|
Presidio Capital Management, LLC
|
BUY
|
- |
5.93KNew |
$200K - $216K
|
5.93K
$236K
|
|
|
Feb 05, 2024
Q4 2023
|
Naviter Wealth, LLC
|
BUY
|
- |
5.75KNew |
$194K - $209K
|
5.75K
$229K
|
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
4.08K+ 48.31% |
$137K - $148K
|
12.5K
$498K
|
|
|
Jan 31, 2024
Q4 2023
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
3.25KNew |
$110K - $118K
|
3.25K
$130K
|
|
|
Jan 10, 2024
Q4 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
943New |
$31.8K - $34.3K
|
943
$37.6K
|
|
|
Jan 19, 2024
Q4 2023
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
270+ 135.0% |
$9.1K - $9.83K
|
470
$18.7K
|
|
| Q3 2023 | |||||||
|
Nov 14, 2023
Q3 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
33.7KNew |
$1.16M - $1.2M
|
33.7K
$1.34M
|
|
|
Nov 06, 2023
Q3 2023
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
2New |
$69 - $71.3
|
2
$79.6
|
|
| Q2 2023 | |||||||
|
Oct 30, 2023
Q2 2023
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
PUT |
11.4KNew |
$374K - $398K
|
11.4K
$455K
|
|
|
Aug 15, 2023
Q2 2023
|
Gts Securities LLC
New York, NY |
BUY
|
- |
10.2KNew |
$334K - $356K
|
10.2K
$406K
|
|
|
Jul 25, 2023
Q2 2023
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
6.71KNew |
$220K - $234K
|
6.71K
$267K
|
|
|
Aug 14, 2023
Q2 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
3KNew |
$98.3K - $105K
|
3K
$120K
|
|
|
Aug 15, 2023
Q2 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
327New |
$10.7K - $11.4K
|
327
$13K
|
|
|
Aug 01, 2023
Q2 2023
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
296New |
$9.7K - $10.3K
|
296
$11.8K
|
|