Purchases and Sales Made in Q1 2022 in First Tr Exc Trd Fd Viii Ft Cb (BUFD)
This table provides information about the institutional ownership of First Tr Exc Trd Fd Viii Ft Cb (BUFD) during Q1 2022. The information is specifically focused on institutions that hold shares of FIRST TR EXC-TRD FD VIII FT CB.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Mar 23, 2023
Q1 2022
|
Prostatis Group LLC
Hanover, MD |
BUY
|
- |
4.46MNew |
$91M - $95.4M
|
4.46M
$113M
|
|
|
May 04, 2022
Q1 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
1.54M+ 405.54% |
$31.3M - $32.9M
|
1.91M
$48.6M
|
|
|
May 04, 2022
Q1 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
854K+ 165.42% |
$17.4M - $18.3M
|
1.37M
$34.8M
|
|
|
May 02, 2022
Q1 2022
|
Arkadios Wealth Advisors
|
BUY
|
- |
485KNew |
$9.89M - $10.4M
|
485K
$12.3M
|
|
|
May 03, 2022
Q1 2022
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
478KNew |
$9.75M - $10.2M
|
478K
$12.1M
|
|
|
Sep 06, 2022
Q1 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
213K+ 716.41% |
$4.34M - $4.55M
|
243K
$6.15M
|
|
|
Apr 12, 2022
Q1 2022
|
Legacy Financial Group LLC
|
BUY
|
- |
212K+ 102.17% |
$4.32M - $4.53M
|
419K
$10.6M
|
|
|
Apr 21, 2022
Q1 2022
|
Trinity Wealth Management, LLC
|
BUY
|
- |
188KNew |
$3.84M - $4.03M
|
188K
$4.78M
|
|
|
Mar 28, 2023
Q1 2022
|
Prostatis Group LLC
Hanover, MD |
BUY
|
- |
153K+ 240.25% |
$3.11M - $3.26M
|
216K
$5.48M
|
|
|
Apr 20, 2022
Q1 2022
|
Madrona Financial Services, LLC
|
BUY
|
- |
146KNew |
$2.98M - $3.13M
|
146K
$3.71M
|
|
|
Apr 18, 2022
Q1 2022
|
Ae Wealth Management LLC
|
BUY
|
- |
102K+ 19.4% |
$2.09M - $2.19M
|
630K
$16M
|
|
|
Apr 26, 2022
Q1 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
101K+ 341.4% |
$2.05M - $2.15M
|
130K
$3.31M
|
|
|
May 13, 2022
Q1 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
100KNew |
$2.04M - $2.14M
|
100K
$2.54M
|
|
|
May 12, 2022
Q1 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
99.1K+ 40.21% |
$2.02M - $2.12M
|
345K
$8.77M
|
|
|
May 11, 2022
Q1 2022
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
83.7K+ 116.29% |
$1.71M - $1.79M
|
156K
$3.95M
|
|
|
Apr 22, 2022
Q1 2022
|
Truist Financial Corp
|
BUY
|
- |
80.2KNew |
$1.64M - $1.72M
|
80.2K
$2.04M
|
|
|
May 13, 2022
Q1 2022
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
78.6K+ 28.41% |
$1.6M - $1.68M
|
355K
$9.02M
|
|
|
May 04, 2022
Q1 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
71.1K+ 70.18% |
$1.45M - $1.52M
|
172K
$4.37M
|
|
|
May 12, 2022
Q1 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
70.7K+ 143.48% |
$1.44M - $1.51M
|
120K
$3.04M
|
|
|
May 16, 2022
Q1 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
64.3KNew |
$1.31M - $1.38M
|
64.3K
$1.63M
|
|
|
May 10, 2022
Q1 2022
|
Western Wealth Management, LLC
|
BUY
|
- |
57.4KNew |
$1.17M - $1.23M
|
57.4K
$1.46M
|
|
|
May 04, 2022
Q1 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
53.9K+ 12.46% |
$1.1M - $1.15M
|
486K
$12.3M
|
|
|
May 12, 2022
Q1 2022
|
Arq Wealth Advisors, LLC
|
BUY
|
- |
46.6KNew |
$951K - $997K
|
46.6K
$1.18M
|
|
|
May 26, 2022
Q1 2022
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
46.2K+ 11.67% |
$942K - $987K
|
442K
$11.2M
|
|
|
Apr 29, 2022
Q1 2022
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
40.7K+ 54.56% |
$830K - $871K
|
115K
$2.93M
|
|
|
May 12, 2022
Q1 2022
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
40K+ 140.75% |
$817K - $856K
|
68.5K
$1.74M
|
|
|
May 13, 2022
Q1 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
38.5K+ 193.34% |
$784K - $823K
|
58.3K
$1.48M
|
|
|
Apr 22, 2022
Q1 2022
|
Cherry Creek Investment Advisors, Inc.
|
BUY
|
- |
37.5KNew |
$764K - $801K
|
37.5K
$951K
|
|
|
May 09, 2022
Q1 2022
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
32.7KNew |
$667K - $699K
|
32.7K
$829K
|
|
|
Apr 21, 2022
Q1 2022
|
First Heartland Consultants, Inc.
|
BUY
|
- |
30.7KNew |
$626K - $656K
|
30.7K
$779K
|
|
|
May 13, 2022
Q1 2022
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
25.3K+ 41.54% |
$515K - $540K
|
86.1K
$2.18M
|
|
|
May 03, 2022
Q1 2022
|
Triumph Capital Management
|
BUY
|
- |
24.3KNew |
$496K - $520K
|
24.3K
$617K
|
|
|
May 11, 2022
Q1 2022
|
Tradition Wealth Management, LLC
|
BUY
|
- |
19.3K+ 63.45% |
$393K - $412K
|
49.7K
$1.26M
|
|
|
Apr 20, 2022
Q1 2022
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
19.2K+ 147.29% |
$392K - $411K
|
32.3K
$819K
|
|
|
May 02, 2022
Q1 2022
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
14.3K+ 4.01% |
$292K - $306K
|
371K
$9.42M
|
|
|
May 12, 2022
Q1 2022
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
14KNew |
$286K - $299K
|
14K
$355K
|
|
|
Apr 20, 2022
Q1 2022
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
13.1KNew |
$267K - $280K
|
13.1K
$332K
|
|
|
Aug 12, 2022
Q1 2022
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
12.9KNew |
$263K - $276K
|
12.9K
$327K
|
|
|
May 13, 2022
Q1 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
12.7K+ 75.07% |
$260K - $273K
|
29.7K
$754K
|
|
|
May 16, 2022
Q1 2022
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
12KNew |
$245K - $257K
|
12K
$305K
|
|
|
May 13, 2022
Q1 2022
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
11.5K+ 3.38% |
$236K - $247K
|
354K
$8.98M
|
|
|
May 05, 2022
Q1 2022
|
Cambridge Advisors Inc.
|
BUY
|
- |
11.1K+ 77.0% |
$226K - $237K
|
25.5K
$646K
|
|
|
Sep 11, 2024
Q1 2022
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
7.36K+ 78.39% |
$150K - $157K
|
16.7K
$425K
|
|
|
May 12, 2022
Q1 2022
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
3.72K+ 22.08% |
$75.9K - $79.6K
|
20.6K
$522K
|
|
|
May 16, 2022
Q1 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
3.24KNew |
$66.2K - $69.4K
|
3.24K
$82.3K
|
|
|
May 06, 2022
Q1 2022
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
2.98K+ 27.09% |
$60.8K - $63.7K
|
14K
$355K
|
|
|
May 11, 2022
Q1 2022
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
2.82KNew |
$57.5K - $60.3K
|
2.82K
$71.5K
|
|
|
Apr 12, 2022
Q1 2022
|
Brookstone Capital Management
|
BUY
|
- |
2.59K+ 9.38% |
$52.8K - $55.3K
|
30.2K
$765K
|
|
|
Apr 20, 2022
Q1 2022
|
Strategic Asset Management, LLC
|
BUY
|
- |
2.25K+ 63.33% |
$45.8K - $48K
|
5.79K
$147K
|
|
|
May 02, 2022
Q1 2022
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
2.2K+ 2.59% |
$44.8K - $47K
|
86.9K
$2.2M
|