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 08, 2023
Q3 2023
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
850New |
$18K - $18.6K
|
850
$21.6K
|
|
|
Oct 12, 2023
Q3 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
588+ 2.45% |
$12.4K - $12.9K
|
24.6K
$624K
|
|
|
Oct 17, 2023
Q3 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
471+ 4.79% |
$9.95K - $10.3K
|
10.3K
$261K
|
|
|
Oct 18, 2023
Q3 2023
|
Private Trust CO Na
|
BUY
|
- |
339+ 5.71% |
$7.16K - $7.42K
|
6.28K
$159K
|
|
|
Nov 21, 2023
Q3 2023
|
Comerica Bank
|
BUY
|
- |
335New |
$7.08K - $7.34K
|
335
$8.5K
|
|
|
Nov 08, 2023
Q3 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
205+ 1.06% |
$4.33K - $4.49K
|
19.5K
$495K
|
|
|
Oct 10, 2023
Q3 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
128New |
$2.7K - $2.8K
|
128
$3.25K
|
|
|
Feb 14, 2024
Q3 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
128New |
$2.7K - $2.8K
|
128
$3.25K
|
|
|
Oct 16, 2023
Q3 2023
|
Onyx Bridge Wealth Group LLC
|
SELL
|
- |
-260- 1.28% |
$5.49K - $5.69K
|
20K
$508K
|
|
|
Oct 10, 2023
Q3 2023
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-350- 0.97% |
$7.39K - $7.66K
|
35.8K
$908K
|
|
|
Jul 17, 2024
Q3 2023
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-378- 9.27% |
$7.98K - $8.28K
|
3.7K
$93.8K
|
|
|
Oct 10, 2023
Q3 2023
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-385- 3.51% |
$8.13K - $8.43K
|
10.6K
$268K
|
|
|
Nov 15, 2023
Q3 2023
|
Penserra Capital Management LLC
Orinda, CA |
SELL
|
- |
-596- 63.68% |
$12.6K - $13.1K
|
340
$8.62K
|
|
|
Nov 16, 2023
Q3 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-630- 5.41% |
$13.3K - $13.8K
|
11K
$279K
|
|
|
Oct 20, 2023
Q3 2023
|
Echo Wealth Management, LLC
|
SELL
|
- |
-685- 5.96% |
$14.5K - $15K
|
10.8K
$274K
|
|
|
Nov 08, 2023
Q3 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-965- 0.3% |
$20.4K - $21.1K
|
326K
$8.26M
|
|
|
Oct 25, 2023
Q3 2023
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
SELL
|
- |
-1.38K- 7.32% |
$29.1K - $30.2K
|
17.5K
$443K
|
|
|
Nov 13, 2023
Q3 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-2.03K- 9.22% |
$42.8K - $44.4K
|
19.9K
$506K
|
|
|
Nov 14, 2023
Q3 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-2.2K- 2.76% |
$46.5K - $48.2K
|
77.7K
$1.97M
|
|
|
Nov 13, 2023
Q3 2023
|
Tfb Advisors LLC
Overland Park, KS |
SELL
|
- |
-2.39K- 5.69% |
$50.5K - $52.4K
|
39.6K
$1.01M
|
|
|
Oct 10, 2023
Q3 2023
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-2.46K- 5.87% |
$52K - $54K
|
39.5K
$1M
|
|
|
Nov 13, 2023
Q3 2023
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-2.61K- 8.53% |
$55.2K - $57.2K
|
28K
$711K
|
|
|
Nov 14, 2023
Q3 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-2.92K- 3.12% |
$61.8K - $64K
|
90.7K
$2.3M
|
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-3.49K- 10.06% |
$73.7K - $76.4K
|
31.2K
$791K
|
|
|
Nov 14, 2023
Q3 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-4.07K- 22.59% |
$85.9K - $89.1K
|
13.9K
$353K
|
|
|
Oct 20, 2023
Q3 2023
|
Brookstone Capital Management
|
SELL
|
- |
-7.8K- 8.84% |
$165K - $171K
|
80.4K
$2.04M
|
|
|
Nov 03, 2023
Q3 2023
|
Santori & Peters, Inc.
|
SELL
|
- |
-10.5K- 2.5% |
$221K - $229K
|
409K
$10.4M
|
|
|
Oct 05, 2023
Q3 2023
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-11.2K- 9.42% |
$237K - $245K
|
108K
$2.73M
|
|
|
Nov 13, 2023
Q3 2023
|
Integrity Financial Corp
|
SELL
|
- |
-12.2K- 3.98% |
$258K - $268K
|
295K
$7.49M
|
|
|
Oct 16, 2023
Q3 2023
|
Madrona Financial Services, LLC
|
SELL
|
- |
-20.8K- 10.95% |
$439K - $455K
|
169K
$4.29M
|
|
|
Nov 09, 2023
Q3 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-21K- 13.47% |
$444K - $460K
|
135K
$3.42M
|
|
|
Oct 19, 2023
Q3 2023
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-21.5K- 4.6% |
$453K - $470K
|
445K
$11.3M
|
|
|
Oct 13, 2023
Q3 2023
|
Arkadios Wealth Advisors
|
SELL
|
- |
-22.7K- 24.4% |
$480K - $498K
|
70.4K
$1.79M
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-27.2K- 13.43% |
$575K - $596K
|
175K
$4.45M
|
|
|
Oct 17, 2023
Q3 2023
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-33.6K- 19.22% |
$709K - $735K
|
141K
$3.58M
|
|
|
Oct 24, 2023
Q3 2023
|
Legacy Financial Group LLC
|
SELL
|
- |
-70.9K- 39.9% |
$1.5M - $1.55M
|
107K
$2.71M
|
|
|
Oct 18, 2023
Q3 2023
|
Financial Strategies Group, Inc.
|
SELL
|
- |
-502K- 91.18% |
$10.6M - $11M
|
48.6K
$1.23M
|
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-521K- 16.26% |
$11M - $11.4M
|
2.68M
$68.1M
|