Purchases and Sales Made in Q2 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 Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
688K+ 19.01% |
$16M - $16.8M
|
4.31M
$110M
|
|
|
Jul 18, 2024
Q2 2024
|
Brookstone Capital Management
|
BUY
|
- |
635K+ 800.7% |
$14.7M - $15.4M
|
714K
$18.2M
|
|
|
Aug 13, 2024
Q2 2024
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
456K+ 55.88% |
$10.6M - $11.1M
|
1.27M
$32.5M
|
|
|
Jul 19, 2024
Q2 2024
|
Milestone Asset Management, LLC
Pittsburgh, PA |
BUY
|
- |
404KNew |
$9.38M - $9.83M
|
404K
$10.3M
|
|
|
Aug 08, 2024
Q2 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
373K+ 13.46% |
$8.66M - $9.08M
|
3.14M
$80.3M
|
|
|
Dec 12, 2024
Q2 2024
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
BUY
|
- |
329KNew |
$7.63M - $8M
|
329K
$8.39M
|
|
|
Aug 06, 2024
Q2 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
250K+ 1602.4% |
$5.8M - $6.08M
|
266K
$6.78M
|
|
|
Aug 15, 2024
Q2 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
233K+ 455.6% |
$5.41M - $5.67M
|
284K
$7.26M
|
|
|
Aug 15, 2024
Q2 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
214K+ 63.45% |
$4.98M - $5.22M
|
552K
$14.1M
|
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
188K+ 27.51% |
$4.37M - $4.58M
|
873K
$22.3M
|
|
|
Aug 14, 2024
Q2 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
116K+ 25.69% |
$2.69M - $2.82M
|
568K
$14.5M
|
|
|
Jul 26, 2024
Q2 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
113K+ 44.95% |
$2.62M - $2.75M
|
364K
$9.31M
|
|
|
Aug 09, 2024
Q2 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
111K+ 13.01% |
$2.58M - $2.71M
|
965K
$24.7M
|
|
|
Jul 10, 2024
Q2 2024
|
Simplicity Wealth,Llc
|
BUY
|
- |
85.5K+ 416.33% |
$1.99M - $2.08M
|
106K
$2.71M
|
|
|
Jul 31, 2024
Q2 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
83.5K+ 12.07% |
$1.94M - $2.03M
|
775K
$19.8M
|
|
|
Aug 20, 2024
Q2 2024
|
Truist Financial Corp
|
BUY
|
- |
69.2K+ 8.13% |
$1.61M - $1.68M
|
920K
$23.5M
|
|
|
Aug 08, 2024
Q2 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
50.3KNew |
$1.17M - $1.22M
|
50.3K
$1.29M
|
|
|
Aug 06, 2024
Q2 2024
|
Wedbush Securities Inc
|
BUY
|
- |
40K+ 19.88% |
$929K - $974K
|
241K
$6.16M
|
|
|
Aug 15, 2024
Q2 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
36.7K+ 157.3% |
$851K - $892K
|
60K
$1.53M
|
|
|
Aug 12, 2024
Q2 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
30.6K+ 44.76% |
$711K - $745K
|
99K
$2.53M
|
|
|
Aug 05, 2024
Q2 2024
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
- |
25.4K+ 56.28% |
$590K - $619K
|
70.6K
$1.8M
|
|
|
Aug 08, 2024
Q2 2024
|
Vima LLC
Troy, MI |
BUY
|
- |
24.3KNew |
$564K - $591K
|
24.3K
$620K
|
|
|
Jul 16, 2024
Q2 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
22.4K+ 14.03% |
$519K - $544K
|
182K
$4.64M
|
|
|
Aug 14, 2024
Q2 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
20.4K+ 34.58% |
$473K - $496K
|
79.4K
$2.03M
|
|
|
Aug 06, 2024
Q2 2024
|
Chris Bulman Inc
Roseville, CA |
BUY
|
- |
20KNew |
$464K - $486K
|
20K
$510K
|
|
|
Aug 02, 2024
Q2 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
19.8K+ 39.47% |
$459K - $481K
|
69.8K
$1.78M
|
|
|
Aug 14, 2024
Q2 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
19.2K+ 88.72% |
$446K - $467K
|
40.8K
$1.04M
|
|
|
Aug 13, 2024
Q2 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
19.2K+ 34.7% |
$445K - $467K
|
74.4K
$1.9M
|
|
|
Aug 14, 2024
Q2 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
18K+ 12.31% |
$418K - $438K
|
164K
$4.19M
|
|
|
Jul 19, 2024
Q2 2024
|
Ergawealth Advisors, Inc.
Oak Brook, IL |
BUY
|
- |
17.9KNew |
$416K - $436K
|
17.9K
$458K
|
|
|
Jul 23, 2024
Q2 2024
|
American Institute For Advanced Investment Management, LLP
|
BUY
|
- |
17.1KNew |
$397K - $417K
|
17.1K
$437K
|
|
|
Aug 14, 2024
Q2 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
14.9K+ 79.14% |
$346K - $363K
|
33.7K
$862K
|
|
|
Aug 13, 2024
Q2 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
14.6K+ 5.74% |
$338K - $355K
|
268K
$6.85M
|
|
|
Jul 24, 2024
Q2 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
13.9K+ 3.6% |
$322K - $338K
|
399K
$10.2M
|
|
|
Jul 31, 2024
Q2 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
11.1K+ 73.97% |
$258K - $271K
|
26.2K
$668K
|
|
|
Aug 09, 2024
Q2 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
10.8K+ 10.26% |
$250K - $262K
|
116K
$2.95M
|
|
|
Aug 13, 2024
Q2 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
10KNew |
$233K - $244K
|
10K
$256K
|
|
|
Aug 14, 2024
Q2 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
9.72K+ 38.06% |
$226K - $237K
|
35.3K
$900K
|
|
|
Jul 05, 2024
Q2 2024
|
Hbw Advisory Services LLC
|
BUY
|
- |
9.33KNew |
$217K - $227K
|
9.33K
$238K
|
|
|
Aug 02, 2024
Q2 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
9.32KNew |
$216K - $227K
|
9.32K
$238K
|
|
|
Jul 19, 2024
Q2 2024
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
9.3KNew |
$216K - $226K
|
9.3K
$238K
|
|
|
Aug 05, 2024
Q2 2024
|
Indie Asset Partners, LLC
Carmel, IN |
BUY
|
- |
8.25KNew |
$192K - $201K
|
8.25K
$211K
|
|
|
Aug 13, 2024
Q2 2024
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
5.6K+ 5.16% |
$130K - $136K
|
114K
$2.92M
|
|
|
Jul 17, 2024
Q2 2024
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
BUY
|
- |
5.11K+ 25.25% |
$119K - $124K
|
25.4K
$647K
|
|
|
Jul 12, 2024
Q2 2024
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
4.69K+ 49.7% |
$109K - $114K
|
14.1K
$361K
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
4.58KNew |
$106K - $111K
|
4.58K
$117K
|
|
|
Aug 13, 2024
Q2 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
4.53K+ 2.86% |
$105K - $110K
|
163K
$4.16M
|
|
|
Jul 30, 2024
Q2 2024
|
L.M. Kohn & Company
|
BUY
|
- |
4.09K+ 14.15% |
$95K - $99.6K
|
33K
$843K
|
|
|
Jul 25, 2024
Q2 2024
|
First Heartland Consultants, Inc.
|
BUY
|
- |
3.87K+ 9.63% |
$89.9K - $94.2K
|
44.1K
$1.13M
|
|
|
Jul 31, 2024
Q2 2024
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
3.61K+ 14.86% |
$83.9K - $87.9K
|
27.9K
$713K
|