Purchases and Sales Made in Q3 2022 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 Q3 2022. 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 |
---|---|---|---|---|---|---|---|
Mar 23, 2023
Q3 2022
|
Prostatis Group LLC
Hanover, MD |
BUY
|
- |
3.35M+ 3307.51% |
$64.1M - $68.8M
|
3.45M
$88.2M
|
|
Nov 04, 2022
Q3 2022
|
Gw Henssler & Associates LTD
|
BUY
|
- |
2.92M+ 368.77% |
$55.8M - $59.9M
|
3.71M
$94.8M
|
|
Nov 01, 2022
Q3 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
508K+ 387.45% |
$9.7M - $10.4M
|
639K
$16.3M
|
|
Nov 10, 2022
Q3 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
BUY
|
- |
348KNew |
$6.65M - $7.14M
|
348K
$8.89M
|
|
Nov 14, 2022
Q3 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
246K+ 33.54% |
$4.71M - $5.05M
|
981K
$25M
|
|
Nov 10, 2022
Q3 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
182K+ 8.16% |
$3.47M - $3.73M
|
2.41M
$61.5M
|
|
Oct 25, 2022
Q3 2022
|
Ae Wealth Management LLC
|
BUY
|
- |
167K+ 31.31% |
$3.19M - $3.42M
|
700K
$17.9M
|
|
Nov 03, 2022
Q3 2022
|
Scissortail Wealth Management, LLC
Tulsa, OK |
BUY
|
- |
133KNew |
$2.54M - $2.73M
|
133K
$3.4M
|
|
Mar 17, 2023
Q3 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
110KNew |
$2.11M - $2.26M
|
110K
$2.81M
|
|
Nov 14, 2022
Q3 2022
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
89.9K+ 32.74% |
$1.72M - $1.84M
|
364K
$9.31M
|
|
Nov 08, 2022
Q3 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
86.5K+ 35.68% |
$1.65M - $1.78M
|
329K
$8.4M
|
|
Nov 14, 2022
Q3 2022
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
60.3K+ 23.86% |
$1.15M - $1.24M
|
313K
$7.99M
|
|
Nov 10, 2022
Q3 2022
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
59.8K+ 127.06% |
$1.14M - $1.23M
|
107K
$2.73M
|
|
Nov 01, 2022
Q3 2022
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
56.6K+ 7.11% |
$1.08M - $1.16M
|
853K
$21.8M
|
|
Nov 14, 2022
Q3 2022
|
Old Mission Capital LLC
|
BUY
|
- |
55K+ 192.83% |
$1.05M - $1.13M
|
83.6K
$2.13M
|
|
Nov 10, 2022
Q3 2022
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
54K+ 6.87% |
$1.03M - $1.11M
|
840K
$21.4M
|
|
Nov 14, 2022
Q3 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
41.1K+ 1.93% |
$786K - $844K
|
2.17M
$55.4M
|
|
Feb 10, 2023
Q3 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
40.8KNew |
$779K - $836K
|
40.8K
$1.04M
|
|
Nov 14, 2022
Q3 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
37.5K+ 15.66% |
$716K - $769K
|
277K
$7.06M
|
|
Nov 10, 2022
Q3 2022
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
30.1K+ 985.08% |
$575K - $618K
|
33.2K
$847K
|
|
Oct 21, 2022
Q3 2022
|
Arkadios Wealth Advisors
|
BUY
|
- |
29.2K+ 30.34% |
$559K - $600K
|
126K
$3.21M
|
|
Oct 18, 2022
Q3 2022
|
Lion Street Advisors, LLC
|
BUY
|
- |
20.8KNew |
$397K - $426K
|
20.8K
$531K
|
|
Nov 14, 2022
Q3 2022
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
19.4KNew |
$371K - $398K
|
19.4K
$496K
|
|
Nov 14, 2022
Q3 2022
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
19.4KNew |
$371K - $398K
|
19.4K
$496K
|
|
Nov 10, 2022
Q3 2022
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
18.7KNew |
$357K - $384K
|
18.7K
$477K
|
|
May 14, 2024
Q3 2022
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
18.7KNew |
$357K - $384K
|
18.7K
$477K
|
|
Nov 14, 2022
Q3 2022
|
Echo Wealth Management, LLC
|
BUY
|
- |
18.1KNew |
$346K - $372K
|
18.1K
$463K
|
|
Nov 14, 2022
Q3 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
18KNew |
$343K - $369K
|
18K
$459K
|
|
Nov 14, 2022
Q3 2022
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
16.3K+ 35.98% |
$311K - $334K
|
61.6K
$1.57M
|
|
Oct 27, 2022
Q3 2022
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
11.3KNew |
$216K - $232K
|
11.3K
$289K
|
|
Oct 17, 2022
Q3 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
9.84K+ 2.83% |
$188K - $202K
|
358K
$9.14M
|
|
Nov 10, 2022
Q3 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
9.65K+ 10.57% |
$184K - $198K
|
101K
$2.58M
|
|
Nov 14, 2022
Q3 2022
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
8.78K+ 17.76% |
$168K - $180K
|
58.2K
$1.49M
|
|
Oct 20, 2022
Q3 2022
|
First Heartland Consultants, Inc.
|
BUY
|
- |
7.29K+ 17.27% |
$139K - $150K
|
49.5K
$1.26M
|
|
Oct 14, 2022
Q3 2022
|
Madrona Financial Services, LLC
|
BUY
|
- |
7K+ 4.06% |
$134K - $144K
|
179K
$4.58M
|
|
Oct 13, 2022
Q3 2022
|
Trinity Wealth Management, LLC
|
BUY
|
- |
5.5K+ 2.75% |
$105K - $113K
|
206K
$5.25M
|
|
Nov 08, 2022
Q3 2022
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
5.01K+ 17.43% |
$95.7K - $103K
|
33.7K
$862K
|
|
Nov 10, 2022
Q3 2022
|
Ubs Group Ag
|
BUY
|
- |
5KNew |
$95.6K - $103K
|
5K
$128K
|
|
Oct 14, 2022
Q3 2022
|
Edge Rock Capital LLC
|
BUY
|
- |
4.68KNew |
$89.5K - $96.1K
|
4.68K
$120K
|
|
Oct 25, 2022
Q3 2022
|
Janney Montgomery Scott LLC
|
BUY
|
- |
3.77K+ 22.96% |
$72K - $77.4K
|
20.2K
$516K
|
|
Oct 28, 2022
Q3 2022
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
3.04K+ 0.63% |
$58K - $62.3K
|
481K
$12.3M
|
|
Nov 14, 2022
Q3 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
2.23K+ 2.91% |
$42.7K - $45.8K
|
79K
$2.02M
|
|
Nov 10, 2022
Q3 2022
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
2.1K+ 5.13% |
$40K - $43K
|
42.9K
$1.1M
|
|
Nov 15, 2022
Q3 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
1.58K+ 24.13% |
$30.2K - $32.5K
|
8.14K
$208K
|
|
Nov 14, 2022
Q3 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
1.53KNew |
$29.3K - $31.4K
|
1.53K
$39.1K
|
|
Nov 03, 2022
Q3 2022
|
Larson Financial Group LLC
|
BUY
|
- |
1.22KNew |
$23.3K - $25K
|
1.22K
$31.2K
|
|
Nov 14, 2022
Q3 2022
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
1.21K+ 1.44% |
$23.1K - $24.8K
|
85.1K
$2.17M
|
|
Oct 13, 2022
Q3 2022
|
Arq Wealth Advisors, LLC
|
BUY
|
- |
1.19K+ 2.58% |
$22.7K - $24.4K
|
47.3K
$1.21M
|
|
Nov 03, 2022
Q3 2022
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
1.13K+ 2.26% |
$21.5K - $23.1K
|
50.8K
$1.3M
|
|
Nov 14, 2022
Q3 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
978+ 0.68% |
$18.7K - $20.1K
|
146K
$3.72M
|