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 10, 2024
Q1 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
6.09K+ 68.02% |
$137K - $144K
|
15K
$382K
|
|
|
Apr 15, 2024
Q1 2024
|
Brookstone Capital Management
|
BUY
|
- |
5.78K+ 7.87% |
$130K - $137K
|
79.3K
$2.01M
|
|
|
Apr 30, 2024
Q1 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
4.94K+ 6.27% |
$111K - $117K
|
83.8K
$2.13M
|
|
|
Apr 05, 2024
Q1 2024
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
4.64K+ 19.5% |
$104K - $110K
|
28.4K
$721K
|
|
|
May 03, 2024
Q1 2024
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
4.24K+ 11.06% |
$95.4K - $100K
|
42.6K
$1.08M
|
|
|
May 02, 2024
Q1 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
4.22K+ 13.18% |
$94.9K - $99.8K
|
36.3K
$920K
|
|
|
May 09, 2024
Q1 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
3.68K+ 11.15% |
$82.7K - $87K
|
36.7K
$931K
|
|
|
Apr 12, 2024
Q1 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
3.56K+ 11.99% |
$80.1K - $84.2K
|
33.3K
$844K
|
|
|
Apr 22, 2024
Q1 2024
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
BUY
|
- |
3.14K+ 18.35% |
$70.6K - $74.2K
|
20.2K
$514K
|
|
|
May 14, 2024
Q1 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
2.6KNew |
$58.4K - $61.4K
|
2.6K
$66K
|
|
|
May 03, 2024
Q1 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
2.56K+ 20.0% |
$57.5K - $60.4K
|
15.3K
$389K
|
|
|
Apr 29, 2024
Q1 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
2.5K+ 12.31% |
$56.1K - $59K
|
22.8K
$578K
|
|
|
May 06, 2024
Q1 2024
|
Assetmark, Inc
|
BUY
|
- |
1.52K+ 241.18% |
$34.1K - $35.8K
|
2.15K
$54.5K
|
|
|
Apr 25, 2024
Q1 2024
|
Allworth Financial LP
|
BUY
|
- |
1.17KNew |
$26.4K - $27.7K
|
1.17K
$29.8K
|
|
|
May 07, 2024
Q1 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
1.17K+ 5.29% |
$26.3K - $27.7K
|
23.3K
$592K
|
|
|
Apr 26, 2024
Q1 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
880+ 8.12% |
$19.8K - $20.8K
|
11.7K
$297K
|
|
|
Apr 30, 2024
Q1 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
813+ 0.12% |
$18.3K - $19.2K
|
664K
$16.8M
|
|
|
May 10, 2024
Q1 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
664+ 0.79% |
$14.9K - $15.7K
|
84.5K
$2.14M
|
|
|
Apr 22, 2024
Q1 2024
|
Echo Wealth Management, LLC
|
BUY
|
- |
427+ 3.61% |
$9.6K - $10.1K
|
12.3K
$311K
|
|
|
May 15, 2024
Q1 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
300+ 35.29% |
$6.74K - $7.09K
|
1.15K
$29.2K
|
|
|
May 23, 2024
Q1 2024
|
Fsa Advisors, Inc.
Troy, MI |
BUY
|
- |
234+ 1.46% |
$5.26K - $5.53K
|
16.3K
$414K
|
|
|
Apr 18, 2024
Q1 2024
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
150+ 0.62% |
$3.37K - $3.54K
|
24.3K
$617K
|
|
|
Apr 11, 2024
Q1 2024
|
Cooper Financial Group
|
BUY
|
- |
101+ 0.37% |
$2.27K - $2.39K
|
27.6K
$700K
|
|
|
Apr 16, 2024
Q1 2024
|
Cambridge Advisors Inc.
|
SELL
|
- |
-11- 0.05% |
$247 - $260
|
23.9K
$607K
|
|
|
May 14, 2024
Q1 2024
|
Centaurus Financial, Inc.
|
SELL
|
- |
-164- 0.17% |
$3.69K - $3.88K
|
95.9K
$2.43M
|
|
|
May 01, 2024
Q1 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-196- 0.83% |
$4.41K - $4.63K
|
23.4K
$594K
|
|
|
Jul 17, 2024
Q1 2024
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-297- 8.19% |
$6.68K - $7.02K
|
3.33K
$84.5K
|
|
|
Apr 18, 2024
Q1 2024
|
Financial Strategies Group, Inc.
|
SELL
|
- |
-319- 0.78% |
$7.17K - $7.54K
|
40.8K
$1.03M
|
|
|
Apr 24, 2024
Q1 2024
|
Private Trust CO Na
|
SELL
|
- |
-446- 6.99% |
$10K - $10.5K
|
5.94K
$151K
|
|
|
Apr 11, 2024
Q1 2024
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-490- 4.67% |
$11K - $11.6K
|
10K
$254K
|
|
|
Jul 30, 2024
Q1 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-1.15K- 6.15% |
$25.8K - $27.1K
|
17.5K
$444K
|
|
|
Apr 15, 2024
Q1 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-1.58K- 11.78% |
$35.5K - $37.3K
|
11.8K
$300K
|
|
|
Apr 23, 2024
Q1 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-1.58K- 2.75% |
$35.6K - $37.4K
|
55.9K
$1.42M
|
|
|
Apr 29, 2024
Q1 2024
|
Onyx Bridge Wealth Group LLC
|
SELL
|
- |
-1.66K- 8.36% |
$37.2K - $39.1K
|
18.1K
$460K
|
|
|
May 02, 2024
Q1 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-2.8K- 12.44% |
$63K - $66.2K
|
19.7K
$501K
|
|
|
May 06, 2024
Q1 2024
|
Advisory Services Network, LLC
|
SELL
|
- |
-3.08K- 1.91% |
$69.3K - $72.8K
|
159K
$4.02M
|
|
|
Apr 19, 2024
Q1 2024
|
Santori & Peters, Inc.
|
SELL
|
- |
-4K- 1.0% |
$90K - $94.6K
|
397K
$10.1M
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-4.84K- 20.73% |
$109K - $114K
|
18.5K
$469K
|
|
|
May 09, 2024
Q1 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-5.35K- 6.16% |
$120K - $126K
|
81.4K
$2.07M
|
|
|
May 03, 2024
Q1 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-9.43K- 22.19% |
$212K - $223K
|
33.1K
$839K
|
|
|
Apr 18, 2024
Q1 2024
|
Iams Wealth Management, LLC
Omaha, NE |
SELL
|
- |
-9.66K- 17.62% |
$217K - $228K
|
45.2K
$1.15M
|
|
|
May 15, 2024
Q1 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-9.89K- 31.37% |
$222K - $234K
|
21.6K
$549K
|
|
|
Apr 24, 2024
Q1 2024
|
N.E.W. Advisory Services LLC
|
SELL
|
- |
-11.7K- 52.14% |
$263K - $276K
|
10.7K
$272K
|
|
|
Apr 10, 2024
Q1 2024
|
Schulz Wealth, Ltd.
Mansfield, TX |
SELL
|
- |
-13.9K- 46.95% |
$314K - $330K
|
15.8K
$400K
|
|
|
May 03, 2024
Q1 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-18.6K- 25.14% |
$417K - $439K
|
55.3K
$1.4M
|
|
|
May 07, 2024
Q1 2024
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-25.6K- 38.89% |
$575K - $604K
|
40.2K
$1.02M
|
|
|
Apr 15, 2024
Q1 2024
|
Andina Capital Management, LLC
Lehi, UT |
SELL
|
- |
-29.7K- 10.99% |
$667K - $701K
|
240K
$6.1M
|
|
|
Aug 08, 2024
Q1 2024
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-34.2K- 67.92% |
$768K - $808K
|
16.1K
$410K
|
|
|
May 13, 2024
Q1 2024
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-37K- 36.44% |
$832K - $875K
|
64.6K
$1.64M
|
|
|
May 02, 2024
Q1 2024
|
Integrity Financial Corp
|
SELL
|
- |
-39.8K- 13.62% |
$895K - $940K
|
252K
$6.41M
|