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 14, 2024
Q2 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-8.31K- 3.77% |
$193K - $202K
|
212K
$5.38M
|
|
|
Aug 13, 2024
Q2 2024
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-10KClosed |
$232K - $243K
|
0
$0
|
|
|
Aug 05, 2024
Q2 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-10.8K- 27.32% |
$251K - $263K
|
28.7K
$729K
|
|
|
Dec 26, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-11.4K- 99.13% |
$264K - $276K
|
100
$2.54K
|
|
|
Jul 17, 2024
Q2 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-14.1K- 42.58% |
$327K - $343K
|
19K
$482K
|
|
|
Aug 09, 2024
Q2 2024
|
Jacobi Capital Management LLC
|
SELL
|
- |
-23.8K- 21.34% |
$553K - $580K
|
87.8K
$2.23M
|
|
|
Aug 01, 2024
Q2 2024
|
Gw Henssler & Associates LTD
|
SELL
|
- |
-28.5K- 0.7% |
$662K - $694K
|
4.04M
$102M
|
|
|
Jul 29, 2024
Q2 2024
|
Arkadios Wealth Advisors
|
SELL
|
- |
-32.7K- 39.08% |
$760K - $797K
|
51K
$1.3M
|
|
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-51.6K- 6.04% |
$1.2M - $1.26M
|
803K
$20.4M
|
|
|
Aug 14, 2024
Q2 2024
|
Townsquare Capital LLC
|
SELL
|
- |
-68.7K- 16.05% |
$1.6M - $1.67M
|
359K
$9.12M
|
|
|
Jul 09, 2024
Q2 2024
|
Cwm, LLC
|
SELL
|
- |
-81.3K- 31.15% |
$1.89M - $1.98M
|
180K
$4.56M
|
|
|
Jul 26, 2024
Q2 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-81.3K- 11.48% |
$1.89M - $1.98M
|
626K
$15.9M
|
|
|
Jul 22, 2024
Q2 2024
|
Centennial Wealth Advisory LLC
|
SELL
|
- |
-203K- 9.88% |
$4.72M - $4.95M
|
1.85M
$47.1M
|
|
|
Aug 13, 2024
Q2 2024
|
Prospera Financial Services Inc
|
SELL
|
- |
-221K- 78.56% |
$5.13M - $5.38M
|
60.3K
$1.53M
|
|
|
Jul 16, 2024
Q2 2024
|
Andina Capital Management, LLC
Lehi, UT |
SELL
|
- |
-224K- 93.28% |
$5.2M - $5.46M
|
16.2K
$410K
|
|
|
Aug 05, 2024
Q2 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-239K- 35.99% |
$5.55M - $5.81M
|
425K
$10.8M
|
|
|
Jul 24, 2024
Q2 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-262K- 29.43% |
$6.07M - $6.37M
|
627K
$15.9M
|