Purchases and Sales Made in Q3 2023 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 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2023
Q3 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
2.26M+ 350.72% |
$47.8M - $49.5M
|
2.91M
$74.2M
|
|
|
Oct 24, 2023
Q3 2023
|
Kure Advisory, LLC
Plymouth, MN |
BUY
|
- |
635KNew |
$13.4M - $13.9M
|
635K
$16.2M
|
|
|
Nov 14, 2023
Q3 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
577KNew |
$12.2M - $12.6M
|
577K
$14.7M
|
|
|
Nov 13, 2023
Q3 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
507K+ 31.36% |
$10.7M - $11.1M
|
2.12M
$54.3M
|
|
|
Oct 11, 2023
Q3 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
182K+ 25.15% |
$3.84M - $3.99M
|
906K
$23.1M
|
|
|
Nov 14, 2023
Q3 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
162KNew |
$3.42M - $3.55M
|
162K
$4.14M
|
|
|
Nov 14, 2023
Q3 2023
|
Truist Financial Corp
|
BUY
|
- |
135K+ 20.19% |
$2.86M - $2.96M
|
805K
$20.6M
|
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
108KNew |
$2.28M - $2.36M
|
108K
$2.76M
|
|
|
Nov 03, 2023
Q3 2023
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
96.4KNew |
$2.04M - $2.11M
|
96.4K
$2.46M
|
|
|
Oct 11, 2023
Q3 2023
|
Cwm, LLC
|
BUY
|
- |
96K+ 4153.68% |
$2.03M - $2.1M
|
98.3K
$2.51M
|
|
|
Oct 18, 2023
Q3 2023
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
87.7K+ 16.86% |
$1.85M - $1.92M
|
608K
$15.5M
|
|
|
Oct 24, 2023
Q3 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
80.8KNew |
$1.71M - $1.77M
|
80.8K
$2.06M
|
|
|
Nov 14, 2023
Q3 2023
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
- |
79.4KNew |
$1.68M - $1.74M
|
79.4K
$2.03M
|
|
|
Oct 24, 2023
Q3 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
70.1K+ 14.84% |
$1.48M - $1.54M
|
542K
$13.9M
|
|
|
Nov 15, 2023
Q3 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
59.2K+ 37.42% |
$1.25M - $1.3M
|
218K
$5.56M
|
|
|
Oct 23, 2023
Q3 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
57.8K+ 7.5% |
$1.22M - $1.26M
|
828K
$21.1M
|
|
|
Nov 13, 2023
Q3 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
51.5K+ 505.84% |
$1.09M - $1.13M
|
61.6K
$1.57M
|
|
|
Nov 13, 2023
Q3 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
46.5KNew |
$983K - $1.02M
|
46.5K
$1.19M
|
|
|
Nov 02, 2023
Q3 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
46.5KNew |
$983K - $1.02M
|
46.5K
$1.19M
|
|
|
Oct 10, 2023
Q3 2023
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
44.7KNew |
$943K - $978K
|
44.7K
$1.14M
|
|
|
Nov 14, 2023
Q3 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
38.5K+ 103.06% |
$813K - $843K
|
75.8K
$1.94M
|
|
|
Nov 01, 2023
Q3 2023
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
32.1KNew |
$677K - $702K
|
32.1K
$819K
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
31.9K+ 6.5% |
$674K - $699K
|
523K
$13.4M
|
|
|
Nov 08, 2023
Q3 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
29.1K+ 19.32% |
$616K - $638K
|
180K
$4.6M
|
|
|
Nov 14, 2023
Q3 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
26KNew |
$549K - $570K
|
26K
$664K
|
|
|
Oct 19, 2023
Q3 2023
|
Lion Street Advisors, LLC
|
BUY
|
- |
25.8KNew |
$545K - $565K
|
25.8K
$659K
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
25.3K+ 8.38% |
$535K - $555K
|
328K
$8.37M
|
|
|
Nov 14, 2023
Q3 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
24.3K+ 23.17% |
$514K - $533K
|
129K
$3.3M
|
|
|
Nov 14, 2023
Q3 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
23K+ 244.78% |
$485K - $503K
|
32.4K
$827K
|
|
|
Nov 03, 2023
Q3 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
20.4KNew |
$430K - $446K
|
20.4K
$520K
|
|
|
Oct 27, 2023
Q3 2023
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
18.2K+ 4.98% |
$385K - $399K
|
384K
$9.81M
|
|
|
Oct 26, 2023
Q3 2023
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
18K+ 118.92% |
$380K - $394K
|
33.1K
$847K
|
|
|
Nov 15, 2023
Q3 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
17.2KNew |
$363K - $377K
|
17.2K
$439K
|
|
|
Nov 13, 2023
Q3 2023
|
Centaurus Financial, Inc.
|
BUY
|
- |
16.9K+ 20.78% |
$356K - $369K
|
98K
$2.5M
|
|
|
Nov 13, 2023
Q3 2023
|
Ifg Advisory, LLC
|
BUY
|
- |
16KNew |
$339K - $351K
|
16K
$410K
|
|
|
Nov 13, 2023
Q3 2023
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
12.8K+ 53.53% |
$270K - $280K
|
36.7K
$938K
|
|
|
Nov 14, 2023
Q3 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
11.9K+ 2.88% |
$251K - $260K
|
424K
$10.8M
|
|
|
Oct 10, 2023
Q3 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
11.4KNew |
$242K - $251K
|
11.4K
$292K
|
|
|
Nov 07, 2023
Q3 2023
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
7.9K+ 79.87% |
$167K - $173K
|
17.8K
$455K
|
|
|
Nov 07, 2023
Q3 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
7.61K+ 10.05% |
$161K - $167K
|
83.3K
$2.13M
|
|
|
Nov 07, 2023
Q3 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
7.26K+ 12.45% |
$153K - $159K
|
65.6K
$1.67M
|
|
|
Nov 09, 2023
Q3 2023
|
First Heartland Consultants, Inc.
|
BUY
|
- |
6.29K+ 9.91% |
$133K - $138K
|
69.7K
$1.78M
|
|
|
Oct 18, 2023
Q3 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
4.25K+ 8.14% |
$89.8K - $93.2K
|
56.5K
$1.44M
|
|
|
Nov 06, 2023
Q3 2023
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
3.36K+ 13.18% |
$70.9K - $73.5K
|
28.8K
$736K
|
|
|
Nov 13, 2023
Q3 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
3.11K+ 15.68% |
$65.6K - $68K
|
22.9K
$585K
|
|
|
Oct 23, 2023
Q3 2023
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
2.85K+ 2.38% |
$60.2K - $62.4K
|
123K
$3.13M
|
|
|
Nov 07, 2023
Q3 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
2.52K+ 12.63% |
$53.1K - $55.1K
|
22.4K
$573K
|
|
|
Oct 13, 2023
Q3 2023
|
Cooper Financial Group
|
BUY
|
- |
1.95K+ 8.32% |
$41.2K - $42.7K
|
25.4K
$649K
|
|
|
Nov 07, 2023
Q3 2023
|
Western Wealth Management, LLC
|
BUY
|
- |
1.71K+ 4.02% |
$36.2K - $37.5K
|
44.3K
$1.13M
|
|
|
Oct 24, 2023
Q3 2023
|
Gw Henssler & Associates LTD
|
BUY
|
- |
1.12K+ 0.03% |
$23.6K - $24.4K
|
3.94M
$101M
|