Purchases and Sales Made in Q1 2023 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 2023. 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 |
|---|---|---|---|---|---|---|---|
|
May 15, 2023
Q1 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
232K+ 65.7% |
$4.57M - $4.76M
|
586K
$15.1M
|
|
|
May 12, 2023
Q1 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
170KNew |
$3.34M - $3.48M
|
170K
$4.37M
|
|
|
Apr 26, 2023
Q1 2023
|
Gw Henssler & Associates LTD
|
BUY
|
- |
160K+ 4.29% |
$3.15M - $3.29M
|
3.9M
$100M
|
|
|
May 15, 2023
Q1 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
116KNew |
$2.28M - $2.38M
|
116K
$2.98M
|
|
|
May 12, 2023
Q1 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
112K+ 70.82% |
$2.2M - $2.29M
|
270K
$6.94M
|
|
|
May 05, 2023
Q1 2023
|
Truist Financial Corp
|
BUY
|
- |
109K+ 36.31% |
$2.14M - $2.23M
|
409K
$10.5M
|
|
|
May 12, 2023
Q1 2023
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
84K+ 22.63% |
$1.65M - $1.72M
|
455K
$11.7M
|
|
|
Apr 19, 2023
Q1 2023
|
Santori & Peters, Inc.
|
BUY
|
- |
73.3K+ 20.87% |
$1.44M - $1.5M
|
424K
$10.9M
|
|
|
May 15, 2023
Q1 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
64.9K+ 72.23% |
$1.28M - $1.33M
|
155K
$3.98M
|
|
|
May 09, 2023
Q1 2023
|
Integrity Financial Corp
|
BUY
|
- |
51.1K+ 23.09% |
$1M - $1.05M
|
272K
$7M
|
|
|
May 10, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
49.1K+ 68.47% |
$966K - $1.01M
|
121K
$3.11M
|
|
|
May 11, 2023
Q1 2023
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
34.7K+ 10.26% |
$683K - $711K
|
373K
$9.6M
|
|
|
May 12, 2023
Q1 2023
|
Old Mission Capital LLC
|
BUY
|
- |
33.6KNew |
$660K - $687K
|
33.6K
$863K
|
|
|
May 17, 2023
Q1 2023
|
Centaurus Financial, Inc.
|
BUY
|
- |
33.1K+ 124.24% |
$651K - $679K
|
59.8K
$1.54M
|
|
|
May 15, 2023
Q1 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
28.2KNew |
$554K - $577K
|
28.2K
$724K
|
|
|
Apr 12, 2023
Q1 2023
|
Lion Street Advisors, LLC
|
BUY
|
- |
26.3KNew |
$517K - $538K
|
26.3K
$676K
|
|
|
Apr 25, 2023
Q1 2023
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
24.8K+ 22.46% |
$488K - $509K
|
135K
$3.48M
|
|
|
May 11, 2023
Q1 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
20.4K+ 6.32% |
$401K - $418K
|
343K
$8.83M
|
|
|
May 12, 2023
Q1 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
19.9KNew |
$392K - $408K
|
19.9K
$512K
|
|
|
May 04, 2023
Q1 2023
|
Scissortail Wealth Management, LLC
Tulsa, OK |
BUY
|
- |
19.3K+ 13.41% |
$379K - $395K
|
163K
$4.19M
|
|
|
Apr 14, 2023
Q1 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
13.2K+ 1.74% |
$260K - $271K
|
775K
$19.9M
|
|
|
Apr 20, 2023
Q1 2023
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
12.8K+ 128.22% |
$252K - $263K
|
22.8K
$587K
|
|
|
Oct 30, 2023
Q1 2023
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
- |
12.6K+ 51.88% |
$248K - $259K
|
37K
$950K
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
11.9K+ 4.76% |
$235K - $245K
|
263K
$6.75M
|
|
|
May 02, 2023
Q1 2023
|
Financial Strategies Group, Inc.
|
BUY
|
- |
11K+ 2.33% |
$217K - $226K
|
486K
$12.5M
|
|
|
May 11, 2023
Q1 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
10.3K+ 1.22% |
$203K - $212K
|
856K
$22M
|
|
|
Sep 06, 2023
Q1 2023
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
10KNew |
$197K - $205K
|
10K
$257K
|
|
|
May 15, 2023
Q1 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
8.29K+ 9.01% |
$163K - $170K
|
100K
$2.58M
|
|
|
May 15, 2023
Q1 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
7.75K+ 11.91% |
$152K - $159K
|
72.8K
$1.87M
|
|
|
Apr 28, 2023
Q1 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
5.77K+ 13.55% |
$114K - $118K
|
48.4K
$1.24M
|
|
|
May 15, 2023
Q1 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
5.14K+ 3.27% |
$101K - $105K
|
163K
$4.18M
|
|
|
May 11, 2023
Q1 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
4.45K+ 581.18% |
$87.4K - $91.1K
|
5.21K
$134K
|
|
|
Jul 17, 2024
Q1 2023
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
4.27KNew |
$83.9K - $87.4K
|
4.27K
$110K
|
|
|
Apr 27, 2023
Q1 2023
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
3.9KNew |
$76.7K - $79.9K
|
3.9K
$100K
|
|
|
May 10, 2023
Q1 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
3.57KNew |
$70.2K - $73.1K
|
3.57K
$91.8K
|
|
|
Apr 17, 2023
Q1 2023
|
First Heartland Consultants, Inc.
|
BUY
|
- |
3.39K+ 5.64% |
$66.6K - $69.4K
|
63.5K
$1.63M
|
|
|
May 10, 2023
Q1 2023
|
Cooper Financial Group
|
BUY
|
- |
2.77K+ 25.93% |
$54.4K - $56.6K
|
13.4K
$345K
|
|
|
May 11, 2023
Q1 2023
|
Madrona Financial Services, LLC
|
BUY
|
- |
2.63K+ 1.42% |
$51.7K - $53.8K
|
188K
$4.82M
|
|
|
May 15, 2023
Q1 2023
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
1.25K+ 12.48% |
$24.5K - $25.6K
|
11.2K
$289K
|
|
|
Apr 27, 2023
Q1 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
1.13K+ 5.69% |
$22.1K - $23K
|
20.9K
$538K
|
|
|
Apr 20, 2023
Q1 2023
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
704+ 0.15% |
$13.8K - $14.4K
|
466K
$12M
|
|
|
May 15, 2023
Q1 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
463New |
$9.1K - $9.48K
|
463
$11.9K
|
|
|
Jun 13, 2024
Q1 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
425New |
$8.36K - $8.7K
|
425
$10.9K
|
|
|
Apr 18, 2023
Q1 2023
|
Allworth Financial LP
|
BUY
|
- |
289New |
$5.68K - $5.92K
|
289
$7.43K
|
|
|
Aug 30, 2023
Q1 2023
|
Western Wealth Management, LLC
|
BUY
|
- |
77+ 0.18% |
$1.51K - $1.58K
|
42.7K
$1.1M
|
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-7- 0.09% |
$138 - $143
|
7.81K
$201K
|
|
|
Apr 28, 2023
Q1 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-52- 0.08% |
$1.02K - $1.06K
|
61.5K
$1.58M
|
|
|
Apr 18, 2023
Q1 2023
|
Brookstone Capital Management
|
SELL
|
- |
-228- 0.26% |
$4.48K - $4.67K
|
88.5K
$2.28M
|
|
|
Apr 20, 2023
Q1 2023
|
Quad Cities Investment Group, LLC
Davenport, IA |
SELL
|
- |
-392- 3.12% |
$7.71K - $8.03K
|
12.2K
$313K
|
|
|
May 02, 2023
Q1 2023
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-710- 5.48% |
$14K - $14.5K
|
12.2K
$315K
|