Purchases and Sales Made in Q2 2023 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 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Jul 31, 2023
Q2 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
629K+ 4090.46% |
$12.8M - $13.6M
|
645K
$16.5M
|
|
|
Aug 04, 2023
Q2 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
347K+ 12.12% |
$7.02M - $7.46M
|
3.21M
$81.9M
|
|
|
Aug 01, 2023
Q2 2023
|
Truist Financial Corp
|
BUY
|
- |
260K+ 63.65% |
$5.28M - $5.61M
|
670K
$17.1M
|
|
|
Aug 07, 2023
Q2 2023
|
Second Half Financial Partners, LLC
Sebring, FL |
BUY
|
- |
178KNew |
$3.62M - $3.84M
|
178K
$4.56M
|
|
|
Aug 14, 2023
Q2 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
157K+ 92.07% |
$3.17M - $3.37M
|
327K
$8.34M
|
|
|
Aug 14, 2023
Q2 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
143K+ 52.88% |
$2.89M - $3.07M
|
413K
$10.5M
|
|
|
Jul 13, 2023
Q2 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
129K+ 37.56% |
$2.61M - $2.78M
|
472K
$12.1M
|
|
|
Jul 14, 2023
Q2 2023
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
96.9K+ 424.61% |
$1.96M - $2.09M
|
120K
$3.06M
|
|
|
Aug 04, 2023
Q2 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
93.6KNew |
$1.9M - $2.02M
|
93.6K
$2.39M
|
|
|
Aug 03, 2023
Q2 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
79.1K+ 110.2% |
$1.6M - $1.7M
|
151K
$3.85M
|
|
|
Aug 14, 2023
Q2 2023
|
Prostatis Group LLC
Hanover, MD |
BUY
|
- |
69.5KNew |
$1.41M - $1.5M
|
69.5K
$1.78M
|
|
|
Aug 16, 2023
Q2 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
66.3K+ 61.2% |
$1.34M - $1.43M
|
175K
$4.46M
|
|
|
Aug 02, 2023
Q2 2023
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
65.2K+ 14.34% |
$1.32M - $1.41M
|
520K
$13.3M
|
|
|
Jul 13, 2023
Q2 2023
|
Financial Strategies Group, Inc.
|
BUY
|
- |
64.8K+ 13.35% |
$1.31M - $1.4M
|
551K
$14.1M
|
|
|
Jul 18, 2023
Q2 2023
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
42KNew |
$852K - $905K
|
42K
$1.07M
|
|
|
Aug 02, 2023
Q2 2023
|
Gw Henssler & Associates LTD
|
BUY
|
- |
40.5K+ 1.04% |
$820K - $872K
|
3.94M
$101M
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
39.6K+ 15.07% |
$802K - $853K
|
302K
$7.72M
|
|
|
Aug 03, 2023
Q2 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
36.1KNew |
$732K - $778K
|
36.1K
$923K
|
|
|
Aug 08, 2023
Q2 2023
|
Integrity Financial Corp
|
BUY
|
- |
35K+ 12.87% |
$710K - $755K
|
307K
$7.85M
|
|
|
Jul 20, 2023
Q2 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
32.4KNew |
$657K - $698K
|
32.4K
$828K
|
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
26.9K+ 343.75% |
$544K - $578K
|
34.7K
$885K
|
|
|
Aug 15, 2023
Q2 2023
|
Centaurus Financial, Inc.
|
BUY
|
- |
21.4K+ 35.7% |
$433K - $460K
|
81.2K
$2.07M
|
|
|
Jul 25, 2023
Q2 2023
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
20.3KNew |
$411K - $437K
|
20.3K
$518K
|
|
|
Jul 20, 2023
Q2 2023
|
Scissortail Wealth Management, LLC
Tulsa, OK |
BUY
|
- |
14.4K+ 9.37% |
$291K - $309K
|
168K
$4.28M
|
|
|
Aug 04, 2023
Q2 2023
|
Schubert & CO
|
BUY
|
- |
13.2KNew |
$268K - $285K
|
13.2K
$338K
|
|
|
Jul 25, 2023
Q2 2023
|
Sanctuary Wealth Management, L.L.C.
|
BUY
|
- |
12.9KNew |
$261K - $277K
|
12.9K
$328K
|
|
|
Aug 11, 2023
Q2 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
11.5K+ 7.97% |
$233K - $248K
|
156K
$3.98M
|
|
|
Jul 07, 2023
Q2 2023
|
Cooper Financial Group
|
BUY
|
- |
10K+ 74.61% |
$203K - $216K
|
23.5K
$599K
|
|
|
Aug 11, 2023
Q2 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
9.39KNew |
$190K - $202K
|
9.39K
$240K
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
7.65K+ 3.92% |
$155K - $165K
|
203K
$5.18M
|
|
|
Jul 19, 2023
Q2 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
6.27K+ 175.71% |
$127K - $135K
|
9.84K
$251K
|
|
|
Jul 28, 2023
Q2 2023
|
Private Trust CO Na
|
BUY
|
- |
5.94KNew |
$120K - $128K
|
5.94K
$152K
|
|
|
Aug 14, 2023
Q2 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
4.72K+ 4.7% |
$95.6K - $102K
|
105K
$2.68M
|
|
|
Aug 01, 2023
Q2 2023
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
4.44K+ 21.11% |
$90K - $95.6K
|
25.5K
$650K
|
|
|
Oct 18, 2023
Q2 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
3.9K+ 8.07% |
$79.1K - $84.1K
|
52.3K
$1.34M
|
|
|
Aug 07, 2023
Q2 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
3.57K+ 4.68% |
$72.3K - $76.9K
|
79.9K
$2.04M
|
|
|
Aug 10, 2023
Q2 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
2.9K+ 3.98% |
$58.7K - $62.4K
|
75.7K
$1.93M
|
|
|
Aug 11, 2023
Q2 2023
|
Ubs Group Ag
|
BUY
|
- |
2.57K+ 300.58% |
$52.1K - $55.4K
|
3.43K
$87.5K
|
|
|
Aug 03, 2023
Q2 2023
|
Cwm, LLC
|
BUY
|
- |
2.31KNew |
$46.9K - $49.8K
|
2.31K
$59K
|
|
|
Jul 17, 2023
Q2 2023
|
Madrona Financial Services, LLC
|
BUY
|
- |
2.19K+ 1.16% |
$44.3K - $47.1K
|
190K
$4.85M
|
|
|
Jul 26, 2023
Q2 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
1.41K+ 7.87% |
$28.6K - $30.3K
|
19.3K
$493K
|
|
|
Aug 15, 2023
Q2 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
1.05K+ 5.04% |
$21.4K - $22.7K
|
22K
$561K
|
|
|
Aug 11, 2023
Q2 2023
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
936New |
$19K - $20.2K
|
936
$23.9K
|
|
|
Aug 14, 2023
Q2 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
878+ 0.76% |
$17.8K - $18.9K
|
117K
$2.99M
|
|
|
Aug 08, 2023
Q2 2023
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
541+ 1.31% |
$11K - $11.7K
|
42K
$1.07M
|
|
|
Jul 21, 2023
Q2 2023
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
469+ 0.1% |
$9.51K - $10.1K
|
467K
$11.9M
|
|
|
Jul 31, 2023
Q2 2023
|
Echo Wealth Management, LLC
|
BUY
|
- |
234+ 2.08% |
$4.74K - $5.04K
|
11.5K
$293K
|
|
|
Aug 02, 2023
Q2 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
150New |
$3.04K - $3.23K
|
150
$3.83K
|
|
|
Aug 14, 2023
Q2 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
74+ 246.67% |
$1.5K - $1.59K
|
104
$2.66K
|
|
|
Jul 26, 2023
Q2 2023
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-37- 0.06% |
$750 - $797
|
63.4K
$1.62M
|