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 06, 2024
Q2 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
3.14KNew |
$72.8K - $76.3K
|
3.14K
$80.6K
|
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
2.66K+ 14.37% |
$61.7K - $64.7K
|
21.2K
$544K
|
|
|
Aug 13, 2024
Q2 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
2.06K+ 57.72% |
$47.8K - $50.1K
|
5.63K
$145K
|
|
|
Jul 30, 2024
Q2 2024
|
Davies Financial Advisors, Inc.
Murrieta, CA |
BUY
|
- |
1.84K+ 4.75% |
$42.8K - $44.9K
|
40.7K
$1.05M
|
|
|
Jul 29, 2024
Q2 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
1.81K+ 5.95% |
$42K - $44K
|
32.2K
$828K
|
|
|
Jul 17, 2024
Q2 2024
|
Good Life Advisors, LLC
|
BUY
|
- |
1.78K+ 12.01% |
$41.3K - $43.3K
|
16.6K
$426K
|
|
|
Jul 30, 2024
Q2 2024
|
Integrity Financial Corp
|
BUY
|
- |
1.44K+ 0.57% |
$33.4K - $35K
|
254K
$6.53M
|
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
1.38KNew |
$31.9K - $33.5K
|
1.38K
$35.4K
|
|
|
Jul 10, 2024
Q2 2024
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
1.36K+ 4.77% |
$31.5K - $33K
|
29.8K
$766K
|
|
|
Aug 07, 2024
Q2 2024
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
1.35K+ 7.61% |
$31.4K - $32.9K
|
19.1K
$492K
|
|
|
Aug 14, 2024
Q2 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
1.07K+ 0.43% |
$24.8K - $26K
|
251K
$6.47M
|
|
|
Jul 30, 2024
Q2 2024
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
772+ 1.81% |
$17.9K - $18.8K
|
43.4K
$1.12M
|
|
|
Jul 17, 2024
Q2 2024
|
Echo Wealth Management, LLC
|
BUY
|
- |
457+ 3.72% |
$10.6K - $11.1K
|
12.7K
$327K
|
|
|
Jul 12, 2024
Q2 2024
|
Lion Street Advisors, LLC
|
BUY
|
- |
450+ 1.74% |
$10.4K - $11K
|
26.2K
$675K
|
|
|
Aug 12, 2024
Q2 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
433+ 2.19% |
$10.1K - $10.5K
|
20.2K
$518K
|
|
|
Jul 10, 2024
Q2 2024
|
Albion Financial Group
|
BUY
|
- |
358New |
$8.31K - $8.71K
|
358
$9.2K
|
|
|
Aug 12, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
100New |
$2.32K - $2.43K
|
100
$2.57K
|
|
|
Aug 09, 2024
Q2 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
14+ 0.09% |
$325 - $341
|
15.4K
$395K
|
|
|
Jul 16, 2024
Q2 2024
|
Cascade Investment Group, Inc.
Colorado Springs, CO |
SELL
|
- |
-130- 1.52% |
$3.02K - $3.16K
|
8.4K
$216K
|
|
|
Jul 11, 2024
Q2 2024
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-240- 2.4% |
$5.57K - $5.84K
|
9.77K
$251K
|
|
|
Aug 14, 2024
Q2 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-255- 1.31% |
$5.92K - $6.21K
|
19.2K
$494K
|
|
|
Aug 13, 2024
Q2 2024
|
Assetmark, Inc
|
SELL
|
- |
-328- 15.28% |
$7.62K - $7.98K
|
1.82K
$46.7K
|
|
|
Aug 01, 2024
Q2 2024
|
Fsa Advisors, Inc.
Troy, MI |
SELL
|
- |
-340- 2.09% |
$7.89K - $8.28K
|
16K
$410K
|
|
|
Jul 30, 2024
Q2 2024
|
Ifg Advisory, LLC
|
SELL
|
- |
-410- 0.45% |
$9.52K - $9.98K
|
89.9K
$2.31M
|
|
|
Jul 24, 2024
Q2 2024
|
Edge Rock Capital LLC
|
SELL
|
- |
-500- 1.78% |
$11.6K - $12.2K
|
27.5K
$708K
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-512- 2.25% |
$11.9K - $12.5K
|
22.3K
$572K
|
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-581- 3.32% |
$13.5K - $14.1K
|
16.9K
$435K
|
|
|
Aug 02, 2024
Q2 2024
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-726- 1.12% |
$16.9K - $17.7K
|
63.8K
$1.64M
|
|
|
Sep 20, 2024
Q2 2024
|
Centaurus Financial, Inc.
|
SELL
|
- |
-828- 0.86% |
$19.2K - $20.2K
|
95.1K
$2.44M
|
|
|
Jul 19, 2024
Q2 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-1.02K- 8.6% |
$23.6K - $24.8K
|
10.8K
$278K
|
|
|
Jul 26, 2024
Q2 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-1.09K- 1.95% |
$25.4K - $26.6K
|
54.8K
$1.41M
|
|
|
Jul 16, 2024
Q2 2024
|
Maia Wealth LLC
Denver, CO |
SELL
|
- |
-1.28K- 1.01% |
$29.6K - $31.1K
|
125K
$3.21M
|
|
|
Jul 11, 2024
Q2 2024
|
Cambridge Advisors Inc.
|
SELL
|
- |
-1.34K- 5.61% |
$31.1K - $32.6K
|
22.6K
$580K
|
|
|
Jul 17, 2024
Q2 2024
|
Financial Strategies Group, Inc.
|
SELL
|
- |
-1.37K- 3.35% |
$31.7K - $33.2K
|
39.4K
$1.01M
|
|
|
Jul 25, 2024
Q2 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-1.5K- 6.41% |
$34.8K - $36.5K
|
21.9K
$563K
|
|
|
Jul 15, 2024
Q2 2024
|
Cooper Financial Group
|
SELL
|
- |
-1.51K- 5.46% |
$34.9K - $36.6K
|
26.1K
$670K
|
|
|
Jul 22, 2024
Q2 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-1.75K- 0.81% |
$40.6K - $42.6K
|
215K
$5.53M
|
|
|
Aug 14, 2024
Q2 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-1.77K- 2.18% |
$41.1K - $43.1K
|
79.7K
$2.05M
|
|
|
Jul 22, 2024
Q2 2024
|
Santori & Peters, Inc.
|
SELL
|
- |
-1.85K- 0.47% |
$43K - $45.1K
|
395K
$10.2M
|
|
|
Jul 25, 2024
Q2 2024
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-1.9K- 15.2% |
$44.1K - $46.2K
|
10.6K
$273K
|
|
|
Aug 08, 2024
Q2 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-1.9K- 73.08% |
$44.1K - $46.2K
|
700
$18K
|
|
|
Jul 15, 2024
Q2 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-2.5K- 7.51% |
$58K - $60.8K
|
30.8K
$791K
|
|
|
Jul 22, 2024
Q2 2024
|
Onyx Bridge Wealth Group LLC
|
SELL
|
- |
-2.88K- 15.89% |
$66.9K - $70.1K
|
15.3K
$392K
|
|
|
Aug 02, 2024
Q2 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-3.12K- 3.69% |
$72.4K - $75.8K
|
81.4K
$2.09M
|
|
|
Jul 30, 2024
Q2 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-3.14K- 8.67% |
$73K - $76.5K
|
33.1K
$851K
|
|
|
Jul 31, 2024
Q2 2024
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-4.77K- 12.99% |
$111K - $116K
|
31.9K
$821K
|
|
|
Jul 19, 2024
Q2 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-4.97K- 13.53% |
$115K - $121K
|
31.8K
$817K
|
|
|
Aug 12, 2024
Q2 2024
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-5.19K- 6.37% |
$121K - $126K
|
76.3K
$1.96M
|
|
|
Jul 17, 2024
Q2 2024
|
Legacy Financial Group LLC
|
SELL
|
- |
-6.11K- 15.51% |
$142K - $149K
|
33.3K
$856K
|
|
|
Jul 26, 2024
Q2 2024
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-7.23K- 2.55% |
$168K - $176K
|
276K
$7.09M
|