Purchases and Sales Made in Q1 2024 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 2024. 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 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
626K+ 272.62% |
$14.1M - $14.8M
|
855K
$21.8M
|
|
|
May 15, 2024
Q1 2024
|
Townsquare Capital LLC
|
BUY
|
- |
428KNew |
$9.63M - $10.1M
|
428K
$10.9M
|
|
|
Jul 31, 2024
Q1 2024
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
BUY
|
- |
296KNew |
$6.65M - $6.99M
|
296K
$7.55M
|
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
247K+ 7.33% |
$5.56M - $5.84M
|
3.62M
$92.5M
|
|
|
May 14, 2024
Q1 2024
|
Wedbush Securities Inc
|
BUY
|
- |
201KNew |
$4.53M - $4.76M
|
201K
$5.14M
|
|
|
Apr 16, 2024
Q1 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
173K+ 24.23% |
$3.9M - $4.1M
|
889K
$22.7M
|
|
|
May 14, 2024
Q1 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
171K+ 24.94% |
$3.83M - $4.03M
|
854K
$21.8M
|
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
168K+ 77.52% |
$3.78M - $3.98M
|
385K
$9.84M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
119K+ 83.25% |
$2.67M - $2.8M
|
261K
$6.67M
|
|
|
May 07, 2024
Q1 2024
|
Gw Henssler & Associates LTD
|
BUY
|
- |
112K+ 2.84% |
$2.52M - $2.65M
|
4.06M
$104M
|
|
|
May 15, 2024
Q1 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
112K+ 78.51% |
$2.51M - $2.64M
|
254K
$6.48M
|
|
|
May 10, 2024
Q1 2024
|
Jacobi Capital Management LLC
|
BUY
|
- |
94.9K+ 567.33% |
$2.13M - $2.24M
|
112K
$2.85M
|
|
|
May 13, 2024
Q1 2024
|
Tradition Wealth Management, LLC
|
BUY
|
- |
81.5KNew |
$1.83M - $1.93M
|
81.5K
$2.08M
|
|
|
May 14, 2024
Q1 2024
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
71.9K+ 195.8% |
$1.62M - $1.7M
|
109K
$2.77M
|
|
|
May 15, 2024
Q1 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
66.9K+ 610.67% |
$1.5M - $1.58M
|
77.9K
$1.99M
|
|
|
May 15, 2024
Q1 2024
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
66.7KNew |
$1.5M - $1.58M
|
66.7K
$1.7M
|
|
|
May 06, 2024
Q1 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
53.3K+ 143.9% |
$1.2M - $1.26M
|
90.3K
$2.31M
|
|
|
May 14, 2024
Q1 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
50KNew |
$1.12M - $1.18M
|
50K
$1.28M
|
|
|
May 08, 2024
Q1 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
41.1K+ 64.51% |
$924K - $971K
|
105K
$2.68M
|
|
|
Apr 10, 2024
Q1 2024
|
Legacy Financial Group LLC
|
BUY
|
- |
39.4KNew |
$886K - $931K
|
39.4K
$1.01M
|
|
|
Apr 25, 2024
Q1 2024
|
Davies Financial Advisors, Inc.
Murrieta, CA |
BUY
|
- |
38.8KNew |
$873K - $918K
|
38.8K
$992K
|
|
|
May 06, 2024
Q1 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
35.3K+ 28.41% |
$792K - $833K
|
159K
$4.07M
|
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
34.9K+ 18.83% |
$785K - $826K
|
220K
$5.63M
|
|
|
May 10, 2024
Q1 2024
|
Truist Financial Corp
|
BUY
|
- |
34.9K+ 4.27% |
$784K - $824K
|
851K
$21.7M
|
|
|
May 13, 2024
Q1 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
31.1K+ 16.78% |
$700K - $736K
|
217K
$5.54M
|
|
|
May 14, 2024
Q1 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
30.4KNew |
$683K - $718K
|
30.4K
$776K
|
|
|
Apr 25, 2024
Q1 2024
|
L.M. Kohn & Company
|
BUY
|
- |
28.9KNew |
$650K - $683K
|
28.9K
$739K
|
|
|
May 01, 2024
Q1 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
28.9K+ 271.17% |
$649K - $682K
|
39.5K
$1.01M
|
|
|
May 14, 2024
Q1 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
27.9K+ 12.54% |
$627K - $660K
|
250K
$6.4M
|
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
27.2K+ 0.99% |
$612K - $643K
|
2.77M
$70.8M
|
|
|
May 14, 2024
Q1 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
25.5KNew |
$574K - $603K
|
25.5K
$652K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
21.8K+ 6.37% |
$490K - $515K
|
364K
$9.31M
|
|
|
Apr 24, 2024
Q1 2024
|
Simplicity Wealth,Llc
|
BUY
|
- |
20.5KNew |
$462K - $485K
|
20.5K
$525K
|
|
|
May 15, 2024
Q1 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
19.5KNew |
$438K - $460K
|
19.5K
$498K
|
|
|
May 15, 2024
Q1 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
18.2K+ 3038.83% |
$410K - $431K
|
18.8K
$481K
|
|
|
May 06, 2024
Q1 2024
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
17.8KNew |
$400K - $420K
|
17.8K
$454K
|
|
|
May 15, 2024
Q1 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
17.1K+ 40.89% |
$385K - $404K
|
59K
$1.51M
|
|
|
Apr 22, 2024
Q1 2024
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
15.8K+ 0.77% |
$356K - $374K
|
2.06M
$52.5M
|
|
|
Apr 22, 2024
Q1 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
15.6KNew |
$351K - $369K
|
15.6K
$398K
|
|
|
Apr 24, 2024
Q1 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
15KNew |
$338K - $355K
|
15K
$384K
|
|
|
May 02, 2024
Q1 2024
|
Good Life Advisors, LLC
|
BUY
|
- |
14.8KNew |
$333K - $350K
|
14.8K
$378K
|
|
|
Jul 22, 2024
Q1 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
14.6K+ 6.17% |
$328K - $345K
|
251K
$6.42M
|
|
|
May 14, 2024
Q1 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
14K+ 3.19% |
$314K - $330K
|
452K
$11.5M
|
|
|
May 14, 2024
Q1 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
10.9K+ 3.33% |
$245K - $257K
|
338K
$8.63M
|
|
|
May 07, 2024
Q1 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
10.9K+ 33.36% |
$244K - $256K
|
43.4K
$1.11M
|
|
|
May 13, 2024
Q1 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
10.3KNew |
$232K - $244K
|
10.3K
$264K
|
|
|
Apr 12, 2024
Q1 2024
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
9.44KNew |
$212K - $223K
|
9.44K
$241K
|
|
|
May 06, 2024
Q1 2024
|
Aveo Capital Partners, LLC
|
BUY
|
- |
9.17KNew |
$206K - $217K
|
9.17K
$234K
|
|
|
May 15, 2024
Q1 2024
|
Cascade Investment Group, Inc.
Colorado Springs, CO |
BUY
|
- |
8.53KNew |
$192K - $202K
|
8.53K
$218K
|
|
|
Nov 05, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
8.31K+ 3.92% |
$187K - $196K
|
220K
$5.63M
|