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 12, 2023
Q1 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-2.74K- 5.92% |
$53.9K - $56.1K
|
43.5K
$1.12M
|
|
|
May 10, 2023
Q1 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-2.93K- 3.7% |
$57.6K - $60K
|
76.3K
$1.96M
|
|
|
May 12, 2023
Q1 2023
|
Ubs Group Ag
|
SELL
|
- |
-2.95K- 77.55% |
$58.1K - $60.5K
|
855
$22K
|
|
|
Sep 11, 2024
Q1 2023
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-4.23K- 19.16% |
$83.2K - $86.7K
|
17.9K
$459K
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-4.66K- 2.33% |
$91.6K - $95.4K
|
195K
$5.01M
|
|
|
May 10, 2023
Q1 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-6.73K- 30.43% |
$132K - $138K
|
15.4K
$396K
|
|
|
Apr 11, 2023
Q1 2023
|
Catalyst Wealth Management, LLC
Atlanta, GA |
SELL
|
- |
-8.82K- 8.53% |
$173K - $181K
|
94.6K
$2.43M
|
|
|
May 05, 2023
Q1 2023
|
Scissortail Wealth Management, LLC
Tulsa, OK |
SELL
|
- |
-9.72K- 5.97% |
$191K - $199K
|
153K
$3.94M
|
|
|
Apr 11, 2023
Q1 2023
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-10.4K- 15.0% |
$204K - $212K
|
58.7K
$1.51M
|
|
|
May 05, 2023
Q1 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-12.3K- 36.96% |
$242K - $252K
|
21K
$541K
|
|
|
Apr 17, 2023
Q1 2023
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-15.8K- 27.56% |
$310K - $323K
|
41.5K
$1.07M
|
|
|
Apr 28, 2023
Q1 2023
|
Echo Wealth Management, LLC
|
SELL
|
- |
-16.1K- 58.92% |
$317K - $331K
|
11.3K
$289K
|
|
|
May 05, 2023
Q1 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-22.1K- 30.46% |
$435K - $453K
|
50.6K
$1.3M
|
|
|
May 05, 2023
Q1 2023
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-23.6K- 41.03% |
$464K - $484K
|
33.9K
$873K
|
|
|
Aug 22, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-29.9K- 19.85% |
$589K - $613K
|
121K
$3.11M
|
|
|
Apr 18, 2023
Q1 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-35.5K- 16.79% |
$697K - $726K
|
176K
$4.52M
|
|
|
May 11, 2023
Q1 2023
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-37.1K- 58.28% |
$730K - $760K
|
26.6K
$683K
|
|
|
May 02, 2023
Q1 2023
|
Arkadios Wealth Advisors
|
SELL
|
- |
-41.4K- 26.5% |
$814K - $848K
|
115K
$2.95M
|
|
|
Jun 14, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-49.1K- 40.64% |
$966K - $1.01M
|
71.8K
$1.85M
|
|
|
Apr 21, 2023
Q1 2023
|
Legacy Financial Group LLC
|
SELL
|
- |
-57.3K- 21.27% |
$1.13M - $1.17M
|
212K
$5.45M
|
|
|
May 11, 2023
Q1 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-123K- 4.11% |
$2.41M - $2.51M
|
2.86M
$73.5M
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-205K- 70.4% |
$4.03M - $4.2M
|
86.2K
$2.22M
|
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-432K- 20.47% |
$8.49M - $8.85M
|
1.68M
$43.1M
|
|
|
May 12, 2023
Q1 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-532K- 78.66% |
$10.5M - $10.9M
|
144K
$3.71M
|
|
|
May 12, 2023
Q1 2023
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-1.09M- 98.11% |
$21.5M - $22.4M
|
21K
$540K
|