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 04, 2022
Q2 2022
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
527+ 0.11% |
$10.2K - $11.2K
|
478K
$12.3M
|
|
|
Jul 20, 2022
Q2 2022
|
Macroview Investment Management LLC
|
BUY
|
- |
252New |
$4.87K - $5.38K
|
252
$6.48K
|
|
|
Aug 01, 2022
Q2 2022
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
200+ 1.42% |
$3.86K - $4.27K
|
14.3K
$368K
|
|
|
Aug 15, 2022
Q2 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
30New |
$579 - $640
|
30
$771
|
|
|
Aug 05, 2022
Q2 2022
|
Arq Wealth Advisors, LLC
|
SELL
|
- |
-504- 1.08% |
$9.73K - $10.8K
|
46.1K
$1.19M
|
|
|
Aug 12, 2022
Q2 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-538- 7.13% |
$10.4K - $11.5K
|
7.01K
$180K
|
|
|
Aug 02, 2022
Q2 2022
|
Triumph Capital Management
|
SELL
|
- |
-602- 2.48% |
$11.6K - $12.8K
|
23.7K
$610K
|
|
|
Aug 09, 2022
Q2 2022
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-2.04K- 6.87% |
$39.4K - $43.5K
|
27.7K
$711K
|
|
|
Aug 08, 2022
Q2 2022
|
Quad Cities Investment Group, LLC
Davenport, IA |
SELL
|
- |
-2.86K- 20.48% |
$55.3K - $61.1K
|
11.1K
$286K
|
|
|
Aug 04, 2022
Q2 2022
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-4.49K- 21.81% |
$86.6K - $95.7K
|
16.1K
$413K
|
|
|
Aug 12, 2022
Q2 2022
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-4.81K- 5.53% |
$92.8K - $103K
|
82.1K
$2.11M
|
|
|
Jul 18, 2022
Q2 2022
|
Western Wealth Management, LLC
|
SELL
|
- |
-8.78K- 15.29% |
$170K - $187K
|
48.7K
$1.25M
|
|
|
Jul 18, 2022
Q2 2022
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-13.1KClosed |
$252K - $279K
|
0
$0
|
|
|
Jul 18, 2022
Q2 2022
|
Money Concepts Capital Corp
|
SELL
|
- |
-18.4K- 31.53% |
$355K - $392K
|
39.9K
$1.03M
|
|
|
Jul 29, 2022
Q2 2022
|
Integrity Financial Corp
|
SELL
|
- |
-19.8K- 10.18% |
$383K - $423K
|
175K
$4.5M
|
|
|
Aug 11, 2022
Q2 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-28.6K- 23.86% |
$553K - $610K
|
91.3K
$2.35M
|
|
|
Aug 02, 2022
Q2 2022
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-49.7KClosed |
$959K - $1.06M
|
0
$0
|
|
|
Jul 22, 2022
Q2 2022
|
Truist Financial Corp
|
SELL
|
- |
-80.2KClosed |
$1.55M - $1.71M
|
0
$0
|
|
|
Aug 03, 2022
Q2 2022
|
Ae Wealth Management LLC
|
SELL
|
- |
-96.9K- 15.39% |
$1.87M - $2.07M
|
533K
$13.7M
|
|
|
Jul 08, 2022
Q2 2022
|
Legacy Financial Group LLC
|
SELL
|
- |
-108K- 25.67% |
$2.08M - $2.3M
|
312K
$8.01M
|
|
|
Aug 12, 2022
Q2 2022
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-167K- 37.84% |
$3.23M - $3.56M
|
275K
$7.06M
|
|
|
Aug 12, 2022
Q2 2022
|
Ifp Advisors, Inc
|
SELL
|
- |
-243KClosed |
$4.68M - $5.17M
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-346K- 59.12% |
$6.67M - $7.37M
|
239K
$6.14M
|
|
|
Jul 14, 2022
Q2 2022
|
Arkadios Wealth Advisors
|
SELL
|
- |
-388K- 80.11% |
$7.5M - $8.28M
|
96.4K
$2.48M
|
|
|
Aug 17, 2022
Q2 2022
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-640K- 99.53% |
$12.4M - $13.7M
|
3.06K
$78.6K
|
|
|
Mar 23, 2023
Q2 2022
|
Prostatis Group LLC
Hanover, MD |
SELL
|
- |
-4.36M- 97.73% |
$84.2M - $93M
|
101K
$2.61M
|