Purchases and Sales Made in Q4 2025 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 2025. 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 09, 2026
Q4 2025
|
First Heartland Consultants, Inc.
|
BUY
|
- |
16.6KNew |
$712K - $730K
|
16.6K
$723K
|
|
|
Jan 21, 2026
Q4 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
8.49KNew |
$365K - $374K
|
8.49K
$371K
|
|
|
Jan 15, 2026
Q4 2025
|
Santori & Peters, Inc.
|
BUY
|
- |
8.26KNew |
$355K - $364K
|
8.26K
$361K
|
|
|
Jan 06, 2026
Q4 2025
|
Sage Capital Advisors,Llc
|
BUY
|
- |
5.45KNew |
$235K - $241K
|
5.45K
$238K
|
|
|
Jan 16, 2026
Q4 2025
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
5.2KNew |
$224K - $229K
|
5.2K
$227K
|
|
|
Jan 21, 2026
Q4 2025
|
Crux Wealth Advisors
Long Beach, CA |
BUY
|
- |
4.57KNew |
$197K - $202K
|
4.57K
$200K
|
|
|
Jan 12, 2026
Q4 2025
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
3.22K+ 10.81% |
$139K - $142K
|
33K
$1.44M
|
|
|
Jan 15, 2026
Q4 2025
|
Brookstone Capital Management
|
BUY
|
- |
2.19K+ 7.3% |
$94.2K - $96.6K
|
32.2K
$1.41M
|
|
|
Jan 21, 2026
Q4 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
1.46K+ 59.43% |
$62.6K - $64.2K
|
3.91K
$171K
|
|
|
Jan 21, 2026
Q4 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
144New |
$6.19K - $6.35K
|
144
$6.29K
|
|
|
Jan 13, 2026
Q4 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-17- 1.33% |
$731 - $750
|
1.26K
$55.1K
|
|
|
Jan 14, 2026
Q4 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
SELL
|
- |
-87- 1.75% |
$3.74K - $3.84K
|
4.87K
$213K
|
|
|
Jan 12, 2026
Q4 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
SELL
|
- |
-446- 3.79% |
$19.2K - $19.7K
|
11.3K
$494K
|
|
|
Jan 22, 2026
Q4 2025
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-575- 5.47% |
$24.7K - $25.4K
|
9.93K
$434K
|
|
|
Jan 06, 2026
Q4 2025
|
Advance Capital Management, Inc.
Southfield, MI |
SELL
|
- |
-680- 2.0% |
$29.2K - $30K
|
33.2K
$1.45M
|
|
|
Jan 23, 2026
Q4 2025
|
Ogorek Anthony Joseph
|
SELL
|
- |
-2.29K- 0.75% |
$98.3K - $101K
|
301K
$13.2M
|
|
|
Jan 23, 2026
Q4 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-2.4K- 31.72% |
$103K - $106K
|
5.16K
$225K
|
|
|
Jan 14, 2026
Q4 2025
|
Spire Wealth Management
|
SELL
|
- |
-14.2K- 95.96% |
$612K - $627K
|
599
$26.2K
|
|
|
Jan 05, 2026
Q4 2025
|
Foguth Wealth Management, Llc.
Brighton, MI |
SELL
|
- |
-170K- 59.17% |
$7.32M - $7.5M
|
117K
$5.13M
|
|