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 |
|---|---|---|---|---|---|---|---|
|
Sep 06, 2023
Q2 2023
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-100- 1.0% |
$2.03K - $2.15K
|
9.9K
$254K
|
|
|
Aug 30, 2023
Q2 2023
|
Western Wealth Management, LLC
|
SELL
|
- |
-165- 0.39% |
$3.34K - $3.55K
|
42.6K
$1.09M
|
|
|
Jul 17, 2024
Q2 2023
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-193- 4.52% |
$3.91K - $4.16K
|
4.08K
$105K
|
|
|
Jul 11, 2023
Q2 2023
|
Brookstone Capital Management
|
SELL
|
- |
-292- 0.33% |
$5.92K - $6.29K
|
88.2K
$2.27M
|
|
|
Aug 14, 2023
Q2 2023
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-500- 1.59% |
$10.1K - $10.8K
|
30.9K
$794K
|
|
|
Aug 15, 2023
Q2 2023
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-1.25K- 11.1% |
$25.3K - $26.9K
|
10K
$257K
|
|
|
Jul 28, 2023
Q2 2023
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-1.28K- 10.42% |
$25.8K - $27.5K
|
11K
$282K
|
|
|
Jul 13, 2023
Q2 2023
|
Cambridge Advisors Inc.
|
SELL
|
- |
-1.45K- 5.72% |
$29.4K - $31.2K
|
23.9K
$615K
|
|
|
Aug 08, 2023
Q2 2023
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-2.65K- 9.98% |
$53.8K - $57.1K
|
23.9K
$615K
|
|
|
Aug 11, 2023
Q2 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-3.19K- 5.19% |
$64.7K - $68.8K
|
58.3K
$1.5M
|
|
|
Aug 11, 2023
Q2 2023
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-3.31K- 9.75% |
$67.1K - $71.3K
|
30.6K
$788K
|
|
|
Jul 11, 2023
Q2 2023
|
Edge Rock Capital LLC
|
SELL
|
- |
-3.6K- 11.37% |
$72.9K - $77.5K
|
28K
$720K
|
|
|
Aug 14, 2023
Q2 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-4.39K- 2.7% |
$89K - $94.6K
|
158K
$4.07M
|
|
|
Jul 26, 2023
Q2 2023
|
Santori & Peters, Inc.
|
SELL
|
- |
-4.99K- 1.18% |
$101K - $108K
|
419K
$10.8M
|
|
|
Aug 14, 2023
Q2 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-6.22K- 14.27% |
$126K - $134K
|
37.3K
$960K
|
|
|
Aug 07, 2023
Q2 2023
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-7.6K- 2.04% |
$154K - $164K
|
366K
$9.4M
|
|
|
Aug 14, 2023
Q2 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-10.2K- 36.1% |
$206K - $219K
|
18K
$463K
|
|
|
Jul 19, 2023
Q2 2023
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-16.5K- 12.18% |
$334K - $355K
|
119K
$3.06M
|
|
|
Sep 11, 2024
Q2 2023
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-17.9KClosed |
$362K - $385K
|
0
$0
|
|
|
Aug 14, 2023
Q2 2023
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-18K- 54.32% |
$365K - $388K
|
15.1K
$389K
|
|
|
Jul 26, 2023
Q2 2023
|
Arkadios Wealth Advisors
|
SELL
|
- |
-21.6K- 18.86% |
$439K - $466K
|
93.1K
$2.39M
|
|
|
Jul 24, 2023
Q2 2023
|
Legacy Financial Group LLC
|
SELL
|
- |
-34.3K- 16.17% |
$695K - $738K
|
178K
$4.57M
|
|
|
Jul 14, 2023
Q2 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-38.9K- 76.97% |
$789K - $838K
|
11.6K
$299K
|
|
|
Jul 31, 2023
Q2 2023
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-38.9K- 66.3% |
$789K - $839K
|
19.8K
$509K
|
|
|
Aug 14, 2023
Q2 2023
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-46.5K- 30.04% |
$943K - $1M
|
108K
$2.78M
|
|
|
Jul 10, 2023
Q2 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-51.4K- 6.63% |
$1.04M - $1.11M
|
724K
$18.6M
|
|
|
Aug 10, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-60.5K- 3.61% |
$1.23M - $1.3M
|
1.62M
$41.6M
|
|
|
Jul 25, 2023
Q2 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-76K- 88.2% |
$1.54M - $1.64M
|
10.2K
$262K
|
|
|
Aug 10, 2023
Q2 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-86K- 10.04% |
$1.74M - $1.85M
|
770K
$19.8M
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-95K- 16.21% |
$1.93M - $2.05M
|
491K
$12.6M
|
|
|
Aug 04, 2023
Q2 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-152K- 86.34% |
$3.08M - $3.27M
|
24K
$617K
|