Purchases and Sales Made in Q2 2023 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 Q2 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2023
Q2 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
40.8KNew |
$1.34M - $1.42M
|
40.8K
$1.63M
|
|
|
Aug 15, 2023
Q2 2023
|
Gts Securities LLC
New York, NY |
BUY
|
- |
10.2KNew |
$334K - $356K
|
10.2K
$408K
|
|
|
Aug 14, 2023
Q2 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
7.05K+ 3527.0% |
$231K - $246K
|
7.25K
$290K
|
|
|
Jul 25, 2023
Q2 2023
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
6.71KNew |
$220K - $234K
|
6.71K
$269K
|
|
|
Jul 25, 2023
Q2 2023
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
6.09KNew |
$199K - $212K
|
6.09K
$244K
|
|
|
Aug 04, 2023
Q2 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
3.95K+ 2.06% |
$129K - $138K
|
196K
$7.85M
|
|
|
Aug 14, 2023
Q2 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
3KNew |
$98.3K - $105K
|
3K
$120K
|
|
|
Aug 11, 2023
Q2 2023
|
Ubs Group Ag
|
BUY
|
- |
1.21K+ 30.73% |
$39.8K - $42.4K
|
5.16K
$207K
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
385+ 3.63% |
$12.6K - $13.4K
|
11K
$440K
|
|
|
Aug 15, 2023
Q2 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
327New |
$10.7K - $11.4K
|
327
$13.1K
|
|
|
Aug 01, 2023
Q2 2023
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
296New |
$9.7K - $10.3K
|
296
$11.8K
|
|
|
Jul 18, 2023
Q2 2023
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-170- 2.52% |
$5.57K - $5.93K
|
6.59K
$264K
|
|
|
Aug 08, 2023
Q2 2023
|
Arbor Capital Management Inc
Anchorage, AK |
SELL
|
- |
-211- 3.24% |
$6.91K - $7.36K
|
6.3K
$252K
|
|
|
Aug 04, 2023
Q2 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-236- 2.63% |
$7.73K - $8.24K
|
8.74K
$350K
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-300- 0.53% |
$9.83K - $10.5K
|
56.4K
$2.26M
|
|
|
Aug 15, 2023
Q2 2023
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-507- 5.73% |
$16.6K - $17.7K
|
8.34K
$334K
|
|
|
Jul 11, 2023
Q2 2023
|
Ignite Planners, LLC
|
SELL
|
- |
-752- 3.0% |
$24.6K - $26.2K
|
24.3K
$973K
|
|
|
Aug 08, 2023
Q2 2023
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-1.14K- 13.84% |
$37.3K - $39.8K
|
7.09K
$284K
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-2.78K- 7.0% |
$91.2K - $97.1K
|
37K
$1.48M
|
|
|
Aug 08, 2023
Q2 2023
|
Integrity Financial Corp
|
SELL
|
- |
-2.79K- 47.37% |
$91.4K - $97.4K
|
3.1K
$124K
|
|
|
Aug 14, 2023
Q2 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-3.08K- 26.02% |
$101K - $108K
|
8.76K
$351K
|
|
|
Jul 20, 2023
Q2 2023
|
Beacon Financial Group
|
SELL
|
- |
-3.45K- 4.76% |
$113K - $120K
|
69K
$2.76M
|
|
|
Aug 11, 2023
Q2 2023
|
Fsb Premier Wealth Management, Inc.
|
SELL
|
- |
-3.5K- 32.45% |
$115K - $122K
|
7.28K
$291K
|
|
|
Aug 14, 2023
Q2 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-4.25K- 1.7% |
$139K - $148K
|
245K
$9.81M
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-4.54K- 21.47% |
$149K - $158K
|
16.6K
$664K
|
|
|
Aug 01, 2023
Q2 2023
|
Truist Financial Corp
|
SELL
|
- |
-4.67K- 3.75% |
$153K - $163K
|
120K
$4.79M
|
|
|
Jul 28, 2023
Q2 2023
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-4.8K- 96.0% |
$157K - $168K
|
200
$8K
|
|
|
Jul 13, 2023
Q2 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-4.9K- 5.53% |
$160K - $171K
|
83.7K
$3.35M
|
|
|
Aug 14, 2023
Q2 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-7.17K- 15.96% |
$235K - $250K
|
37.8K
$1.51M
|
|
|
Aug 09, 2023
Q2 2023
|
1 St Source Bank
|
SELL
|
- |
-7.71K- 33.45% |
$252K - $269K
|
15.3K
$613K
|
|
|
Oct 18, 2023
Q2 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-13K- 67.42% |
$426K - $454K
|
6.28K
$251K
|
|
|
Nov 13, 2023
Q2 2023
|
Townsquare Capital LLC
|
SELL
|
- |
-24.3K- 64.4% |
$796K - $847K
|
13.4K
$537K
|
|
|
Jul 31, 2023
Q2 2023
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-27.9K- 12.25% |
$914K - $974K
|
200K
$8.01M
|
|
|
Dec 13, 2024
Q2 2023
|
Smart Wealth LLC
Omaha, NE |
SELL
|
- |
-38K- 38.39% |
$1.24M - $1.33M
|
61K
$2.44M
|
|
|
Aug 11, 2023
Q2 2023
|
Per Stirling Capital Management, Llc.
Austin, TX |
SELL
|
- |
-39.9K- 30.06% |
$1.31M - $1.39M
|
93K
$3.72M
|
|
|
Jul 10, 2023
Q2 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-57.9K- 31.6% |
$1.9M - $2.02M
|
125K
$5.02M
|
|
|
Aug 10, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-200K- 66.79% |
$6.54M - $6.97M
|
99.3K
$3.97M
|
|
|
Aug 10, 2023
Q2 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-355K- 82.68% |
$11.6M - $12.4M
|
74.4K
$2.98M
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-365K- 94.84% |
$12M - $12.7M
|
19.8K
$794K
|