Purchases and Sales Made in Q2 2022 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 Q2 2022. 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 |
|---|---|---|---|---|---|---|---|
|
Aug 03, 2022
Q2 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
856K+ 62.46% |
$16.5M - $18.3M
|
2.23M
$56.8M
|
|
|
Aug 04, 2022
Q2 2022
|
Gw Henssler & Associates LTD
|
BUY
|
- |
792KNew |
$15.3M - $16.9M
|
792K
$20.2M
|
|
|
Aug 16, 2022
Q2 2022
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
616K+ 2251.87% |
$11.9M - $13.1M
|
643K
$16.4M
|
|
|
Aug 08, 2022
Q2 2022
|
Financial Strategies Group, Inc.
|
BUY
|
- |
503KNew |
$9.71M - $10.7M
|
503K
$12.8M
|
|
|
Jul 13, 2022
Q2 2022
|
Santori & Peters, Inc.
|
BUY
|
- |
440KNew |
$8.51M - $9.4M
|
440K
$11.3M
|
|
|
Aug 15, 2022
Q2 2022
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
432K+ 122.17% |
$8.34M - $9.22M
|
786K
$20.1M
|
|
|
Aug 11, 2022
Q2 2022
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
425K+ 114.52% |
$8.21M - $9.07M
|
796K
$20.3M
|
|
|
Aug 15, 2022
Q2 2022
|
Fortress Wealth Group, LLC
Orlando, FL |
BUY
|
- |
284KNew |
$5.48M - $6.06M
|
284K
$7.25M
|
|
|
Jul 19, 2022
Q2 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
248K+ 50.97% |
$4.79M - $5.29M
|
734K
$18.8M
|
|
|
Sep 06, 2022
Q2 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
243KNew |
$4.68M - $5.17M
|
243K
$6.19M
|
|
|
Aug 10, 2022
Q2 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
211K+ 11.04% |
$4.08M - $4.51M
|
2.13M
$54.3M
|
|
|
Jul 08, 2022
Q2 2022
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
124KNew |
$2.39M - $2.64M
|
124K
$3.17M
|
|
|
Aug 12, 2022
Q2 2022
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
104K+ 90.06% |
$2M - $2.21M
|
219K
$5.6M
|
|
|
Aug 12, 2022
Q2 2022
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
97.1K+ 62.41% |
$1.88M - $2.07M
|
253K
$6.45M
|
|
|
Aug 15, 2022
Q2 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
76.7KNew |
$1.48M - $1.64M
|
76.7K
$1.96M
|
|
|
Aug 10, 2022
Q2 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
66.9K+ 38.81% |
$1.29M - $1.43M
|
239K
$6.11M
|
|
|
Aug 11, 2022
Q2 2022
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
46.6K+ 13.12% |
$900K - $994K
|
402K
$10.3M
|
|
|
Aug 12, 2022
Q2 2022
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
45.3KNew |
$875K - $966K
|
45.3K
$1.16M
|
|
|
Aug 12, 2022
Q2 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
44.7K+ 44.61% |
$862K - $953K
|
145K
$3.7M
|
|
|
Aug 15, 2022
Q2 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
38.6KNew |
$746K - $823K
|
38.6K
$986K
|
|
|
Aug 11, 2022
Q2 2022
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
33.1K+ 236.22% |
$639K - $705K
|
47.1K
$1.2M
|
|
|
Jul 20, 2022
Q2 2022
|
Cherry Creek Investment Advisors, Inc.
|
BUY
|
- |
32.8K+ 87.53% |
$633K - $699K
|
70.3K
$1.79M
|
|
|
Jul 13, 2022
Q2 2022
|
Hbw Advisory Services LLC
|
BUY
|
- |
29KNew |
$561K - $619K
|
29K
$742K
|
|
|
Aug 05, 2022
Q2 2022
|
Old Mission Capital LLC
|
BUY
|
- |
28.5KNew |
$551K - $609K
|
28.5K
$729K
|
|
|
Aug 02, 2022
Q2 2022
|
Centaurus Financial, Inc.
|
BUY
|
- |
27.4KNew |
$529K - $584K
|
27.4K
$699K
|
|
|
Jul 27, 2022
Q2 2022
|
Madrona Financial Services, LLC
|
BUY
|
- |
26.1K+ 17.84% |
$503K - $556K
|
172K
$4.4M
|
|
|
Aug 15, 2022
Q2 2022
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
24.8KNew |
$479K - $529K
|
24.8K
$633K
|
|
|
Aug 08, 2022
Q2 2022
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
24.2K+ 44.97% |
$467K - $515K
|
77.9K
$1.99M
|
|
|
Aug 12, 2022
Q2 2022
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
21.6K+ 179.79% |
$417K - $460K
|
33.6K
$858K
|
|
|
Aug 15, 2022
Q2 2022
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
17K+ 52.09% |
$329K - $363K
|
49.7K
$1.27M
|
|
|
Aug 03, 2022
Q2 2022
|
Janney Montgomery Scott LLC
|
BUY
|
- |
16.4KNew |
$317K - $350K
|
16.4K
$419K
|
|
|
Aug 16, 2022
Q2 2022
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
16.4K+ 49.66% |
$317K - $350K
|
49.5K
$1.26M
|
|
|
Aug 12, 2022
Q2 2022
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
15.8K+ 122.74% |
$306K - $338K
|
28.7K
$734K
|
|
|
Aug 12, 2022
Q2 2022
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
15.4K+ 22.54% |
$298K - $329K
|
83.9K
$2.14M
|
|
|
Jul 13, 2022
Q2 2022
|
Trinity Wealth Management, LLC
|
BUY
|
- |
11.7K+ 6.22% |
$226K - $250K
|
200K
$5.11M
|
|
|
Jul 12, 2022
Q2 2022
|
First Heartland Consultants, Inc.
|
BUY
|
- |
11.5K+ 37.63% |
$223K - $246K
|
42.2K
$1.08M
|
|
|
Jul 15, 2022
Q2 2022
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
10.8KNew |
$209K - $231K
|
10.8K
$277K
|
|
|
Aug 12, 2022
Q2 2022
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
10.7K+ 30.09% |
$208K - $229K
|
46.5K
$1.19M
|
|
|
Sep 11, 2024
Q2 2022
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
10.3K+ 61.43% |
$199K - $219K
|
27K
$690K
|
|
|
Aug 15, 2022
Q2 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
9.82K+ 15.28% |
$190K - $209K
|
74.1K
$1.89M
|
|
|
Aug 11, 2022
Q2 2022
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
8.55K+ 26.5% |
$165K - $182K
|
40.8K
$1.04M
|
|
|
Mar 20, 2023
Q2 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
7.45K+ 6.76% |
$144K - $159K
|
118K
$3M
|
|
|
Jul 18, 2022
Q2 2022
|
Cambridge Advisors Inc.
|
BUY
|
- |
6.56K+ 25.78% |
$127K - $140K
|
32K
$818K
|
|
|
Aug 09, 2022
Q2 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
6.24K+ 1936.34% |
$120K - $133K
|
6.56K
$167K
|
|
|
Aug 11, 2022
Q2 2022
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
5.26KNew |
$101K - $112K
|
5.26K
$134K
|
|
|
Jul 11, 2022
Q2 2022
|
Brookstone Capital Management
|
BUY
|
- |
5.15K+ 17.09% |
$99.5K - $110K
|
35.3K
$902K
|
|
|
Aug 16, 2022
Q2 2022
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
4.58K+ 5.32% |
$88.3K - $97.6K
|
90.6K
$2.32M
|
|
|
Jul 13, 2022
Q2 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
2.47K+ 0.71% |
$47.7K - $52.7K
|
348K
$8.89M
|
|
|
Jul 14, 2022
Q2 2022
|
Strategic Asset Management, LLC
|
BUY
|
- |
1K+ 17.27% |
$19.3K - $21.3K
|
6.79K
$173K
|
|
|
Aug 12, 2022
Q2 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
824+ 0.63% |
$15.9K - $17.6K
|
131K
$3.35M
|