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 02, 2024
Q1 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-45.6K- 55.4% |
$1.03M - $1.08M
|
36.7K
$933K
|
|
|
May 01, 2024
Q1 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-97.1K- 24.62% |
$2.18M - $2.3M
|
297K
$7.55M
|
|
|
Apr 26, 2024
Q1 2024
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-106K- 89.48% |
$2.39M - $2.51M
|
12.5K
$317K
|
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-117K- 14.48% |
$2.63M - $2.77M
|
691K
$17.5M
|
|
|
May 15, 2024
Q1 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-130K- 47.04% |
$2.92M - $3.07M
|
146K
$3.71M
|
|
|
May 15, 2024
Q1 2024
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-135K- 14.2% |
$3.03M - $3.19M
|
816K
$20.7M
|
|
|
Apr 22, 2024
Q1 2024
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-159K- 35.91% |
$3.56M - $3.75M
|
283K
$7.18M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-209K- 47.65% |
$4.7M - $4.94M
|
229K
$5.82M
|
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-337K- 32.29% |
$7.59M - $7.97M
|
708K
$18M
|
|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
SELL
|
- |
-463K- 63.96% |
$10.4M - $10.9M
|
261K
$6.62M
|
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-659K- 49.06% |
$14.8M - $15.6M
|
685K
$17.4M
|
|
|
May 15, 2024
Q1 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-3.07M- 97.82% |
$69.1M - $72.6M
|
68.4K
$1.74M
|