Purchases and Sales Made in Q4 2024 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 Q4 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Jan 06, 2025
Q4 2024
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
428KNew |
$16.5M - $17.1M
|
428K
$17.1M
|
|
|
Jan 27, 2025
Q4 2024
|
Foguth Wealth Management, Llc.
Brighton, MI |
BUY
|
- |
152KNew |
$5.88M - $6.08M
|
152K
$6.09M
|
|
|
Jan 13, 2025
Q4 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
116K+ 567.93% |
$4.48M - $4.64M
|
136K
$5.46M
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
43.1KNew |
$1.67M - $1.72M
|
43.1K
$1.73M
|
|
|
Jan 21, 2025
Q4 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
39.7KNew |
$1.53M - $1.58M
|
39.7K
$1.59M
|
|
|
Jan 28, 2025
Q4 2024
|
Smart Wealth LLC
Omaha, NE |
BUY
|
- |
26.2K+ 149.3% |
$1.01M - $1.05M
|
43.8K
$1.75M
|
|
|
Jan 23, 2025
Q4 2024
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
20.7K+ 389.93% |
$799K - $826K
|
26K
$1.04M
|
|
|
Jan 13, 2025
Q4 2024
|
Ignite Planners, LLC
|
BUY
|
- |
17.7K+ 111.11% |
$682K - $706K
|
33.6K
$1.34M
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
BUY
|
- |
15K+ 104.54% |
$580K - $599K
|
29.4K
$1.17M
|
|
|
Jan 24, 2025
Q4 2024
|
Holistic Planning, LLC
Nacogdoches, TX |
BUY
|
- |
11.7KNew |
$453K - $468K
|
11.7K
$469K
|
|
|
Jan 30, 2025
Q4 2024
|
Hickory Asset Management, Inc.
Concord, OH |
BUY
|
- |
10.8KNew |
$417K - $431K
|
10.8K
$432K
|
|
|
Jan 24, 2025
Q4 2024
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
BUY
|
- |
8.33K+ 18.23% |
$322K - $333K
|
54K
$2.16M
|
|
|
Jan 29, 2025
Q4 2024
|
Beacon Financial Group
|
BUY
|
- |
7.21K+ 38.28% |
$278K - $288K
|
26K
$1.04M
|
|
|
Jan 27, 2025
Q4 2024
|
Spectrum Asset Management, Inc.
|
BUY
|
- |
5.98KNew |
$231K - $239K
|
5.98K
$239K
|
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
5.43KNew |
$210K - $217K
|
5.43K
$217K
|
|
|
Jan 24, 2025
Q4 2024
|
Ogorek Anthony Joseph
|
BUY
|
- |
3.55KNew |
$137K - $142K
|
3.55K
$142K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
1.28KNew |
$49.4K - $51.1K
|
1.28K
$51.2K
|
|
|
Jan 21, 2025
Q4 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
1.05K+ 223.4% |
$40.6K - $41.9K
|
1.52K
$60.8K
|
|
|
Jan 29, 2025
Q4 2024
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
1.02K+ 92.73% |
$39.4K - $40.7K
|
2.12K
$84.8K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
700New |
$27K - $28K
|
700
$28K
|
|
|
Jan 22, 2025
Q4 2024
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
563New |
$21.7K - $22.5K
|
563
$22.5K
|
|
|
Jan 22, 2025
Q4 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
550+ 2.3% |
$21.2K - $22K
|
24.4K
$977K
|
|
|
Jan 23, 2025
Q4 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
460+ 18.78% |
$17.8K - $18.4K
|
2.91K
$116K
|
|
|
Jan 28, 2025
Q4 2024
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
76+ 1.44% |
$2.94K - $3.04K
|
5.36K
$215K
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-59- 1.02% |
$2.28K - $2.36K
|
5.74K
$230K
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
SELL
|
- |
-507- 1.72% |
$19.6K - $20.3K
|
29K
$1.16M
|
|
|
Jan 29, 2025
Q4 2024
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-1.38K- 44.37% |
$53.3K - $55.1K
|
1.73K
$69.2K
|
|
|
Jan 30, 2025
Q4 2024
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
SELL
|
- |
-2.27K- 17.58% |
$87.7K - $90.6K
|
10.6K
$426K
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-2.58K- 1.56% |
$99.6K - $103K
|
163K
$6.53M
|
|
|
Jan 22, 2025
Q4 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-3.57K- 99.86% |
$138K - $143K
|
5
$200
|