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 |
|---|---|---|---|---|---|---|---|
|
Dec 05, 2022
Q3 2022
|
Centaurus Financial, Inc.
|
BUY
|
- |
322+ 1.18% |
$6.15K - $6.61K
|
27.7K
$712K
|
|
|
Oct 14, 2022
Q3 2022
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
63New |
$1.2K - $1.29K
|
63
$1.62K
|
|
|
Nov 14, 2022
Q3 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
62+ 206.67% |
$1.18K - $1.27K
|
92
$2.37K
|
|
|
Oct 28, 2022
Q3 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-274- 3.91% |
$5.24K - $5.62K
|
6.73K
$173K
|
|
|
Sep 11, 2024
Q3 2022
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-310- 1.15% |
$5.92K - $6.36K
|
26.7K
$687K
|
|
|
Feb 13, 2023
Q3 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-936- 1.28% |
$17.9K - $19.2K
|
72.1K
$1.85M
|
|
|
Nov 14, 2022
Q3 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-1.03K- 1.39% |
$19.7K - $21.1K
|
73.1K
$1.88M
|
|
|
Nov 14, 2022
Q3 2022
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-1.16K- 7.21% |
$22.2K - $23.8K
|
14.9K
$384K
|
|
|
Oct 19, 2022
Q3 2022
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-1.27K- 1.03% |
$24.3K - $26.1K
|
123K
$3.15M
|
|
|
Nov 08, 2022
Q3 2022
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-2.39K- 3.07% |
$45.7K - $49.1K
|
75.5K
$1.94M
|
|
|
Nov 07, 2022
Q3 2022
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-3.32K- 4.04% |
$63.3K - $68K
|
78.8K
$2.02M
|
|
|
Oct 14, 2022
Q3 2022
|
Santori & Peters, Inc.
|
SELL
|
- |
-3.58K- 0.81% |
$68.4K - $73.5K
|
437K
$11.2M
|
|
|
Oct 13, 2022
Q3 2022
|
Brookstone Capital Management
|
SELL
|
- |
-3.58K- 10.14% |
$68.4K - $73.5K
|
31.7K
$816K
|
|
|
Nov 04, 2022
Q3 2022
|
Western Wealth Management, LLC
|
SELL
|
- |
-4K- 8.21% |
$76.4K - $82K
|
44.7K
$1.15M
|
|
|
Nov 09, 2022
Q3 2022
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-4K- 11.91% |
$76.4K - $82.1K
|
29.6K
$760K
|
|
|
Oct 17, 2022
Q3 2022
|
Cambridge Advisors Inc.
|
SELL
|
- |
-4K- 12.49% |
$76.4K - $82.1K
|
28K
$721K
|
|
|
Nov 14, 2022
Q3 2022
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-4.24K- 15.33% |
$81.1K - $87.1K
|
23.4K
$602K
|
|
|
Nov 03, 2022
Q3 2022
|
Integrity Financial Corp
|
SELL
|
- |
-6.62K- 3.79% |
$127K - $136K
|
168K
$4.33M
|
|
|
Nov 14, 2022
Q3 2022
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-7.23K- 7.98% |
$138K - $148K
|
83.4K
$2.14M
|
|
|
Nov 01, 2022
Q3 2022
|
Triumph Capital Management
|
SELL
|
- |
-8.47K- 35.71% |
$162K - $174K
|
15.2K
$392K
|
|
|
Oct 26, 2022
Q3 2022
|
Financial Strategies Group, Inc.
|
SELL
|
- |
-27.5K- 5.47% |
$525K - $564K
|
475K
$12.2M
|
|
|
Mar 28, 2023
Q3 2022
|
Prostatis Group LLC
Hanover, MD |
SELL
|
- |
-31.7K- 14.66% |
$605K - $650K
|
184K
$4.74M
|
|
|
Oct 13, 2022
Q3 2022
|
Legacy Financial Group LLC
|
SELL
|
- |
-45.6K- 14.64% |
$871K - $936K
|
266K
$6.84M
|
|
|
Oct 24, 2022
Q3 2022
|
Cherry Creek Investment Advisors, Inc.
|
SELL
|
- |
-50K- 71.18% |
$956K - $1.03M
|
20.2K
$521K
|
|
|
Nov 14, 2022
Q3 2022
|
Fortress Wealth Group, LLC
Orlando, FL |
SELL
|
- |
-190K- 66.86% |
$3.63M - $3.9M
|
94.1K
$2.42M
|
|
|
Nov 14, 2022
Q3 2022
|
Financial Partners Group, Inc
Overland Park, KS |
SELL
|
- |
-195K- 89.14% |
$3.73M - $4.01M
|
23.8K
$612K
|
|
|
Nov 10, 2022
Q3 2022
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-212K- 52.84% |
$4.06M - $4.36M
|
190K
$4.87M
|