Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
1.22M+ 28.27% |
$29M - $30.5M
|
5.53M
$142M
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
258K+ 29.54% |
$6.13M - $6.46M
|
1.13M
$29.1M
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
173K+ 5.5% |
$4.12M - $4.33M
|
3.32M
$85.3M
|
|
|
Nov 04, 2024
Q3 2024
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
105KNew |
$2.49M - $2.63M
|
105K
$2.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
104K+ 36.65% |
$2.48M - $2.61M
|
388K
$9.98M
|
|
|
Oct 25, 2024
Q3 2024
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
89.4K+ 7.03% |
$2.13M - $2.24M
|
1.36M
$35M
|
|
|
Oct 17, 2024
Q3 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
77.1K+ 12.29% |
$1.83M - $1.93M
|
704K
$18.1M
|
|
|
Oct 29, 2024
Q3 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
55.3KNew |
$1.31M - $1.38M
|
55.3K
$1.42M
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
54.8K+ 25.83% |
$1.3M - $1.37M
|
267K
$6.86M
|
|
|
Nov 13, 2024
Q3 2024
|
Truist Financial Corp
|
BUY
|
- |
49.8K+ 5.41% |
$1.18M - $1.25M
|
970K
$24.9M
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
44.3K+ 8.02% |
$1.05M - $1.11M
|
597K
$15.3M
|
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
41.7K+ 15.56% |
$993K - $1.05M
|
310K
$7.97M
|
|
|
Oct 23, 2024
Q3 2024
|
Ergawealth Advisors, Inc.
Oak Brook, IL |
BUY
|
- |
41.7K+ 232.57% |
$992K - $1.04M
|
59.6K
$1.53M
|
|
|
Nov 04, 2024
Q3 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
39.3K+ 116.51% |
$935K - $984K
|
73K
$1.88M
|
|
|
Nov 14, 2024
Q3 2024
|
Jacobi Capital Management LLC
|
BUY
|
- |
38.7K+ 44.04% |
$920K - $968K
|
126K
$3.25M
|
|
|
Oct 17, 2024
Q3 2024
|
Precedent Wealth Partners, LLC
Houston, TX |
BUY
|
- |
38.1KNew |
$907K - $955K
|
38.1K
$981K
|
|
|
Nov 13, 2024
Q3 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
34.2K+ 13.61% |
$814K - $857K
|
286K
$7.35M
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
33.6K+ 8.41% |
$798K - $840K
|
433K
$11.1M
|
|
|
Nov 15, 2024
Q3 2024
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
32.5KNew |
$773K - $814K
|
32.5K
$835K
|
|
|
Nov 14, 2024
Q3 2024
|
Legacy Investment Solutions, LLC
Meridian, ID |
BUY
|
- |
32.5KNew |
$773K - $814K
|
32.5K
$835K
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
32K+ 8.77% |
$760K - $800K
|
396K
$10.2M
|
|
|
Nov 08, 2024
Q3 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
31.8K+ 14.77% |
$755K - $795K
|
247K
$6.34M
|
|
|
Dec 12, 2024
Q3 2024
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
BUY
|
- |
30.5K+ 9.27% |
$725K - $763K
|
359K
$9.23M
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
27.6K+ 3.44% |
$657K - $692K
|
831K
$21.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
26.6KNew |
$632K - $665K
|
26.6K
$683K
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
BUY
|
- |
26.1K+ 14.52% |
$620K - $653K
|
206K
$5.29M
|
|
|
Nov 14, 2024
Q3 2024
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
25K+ 21.86% |
$593K - $625K
|
139K
$3.58M
|
|
|
Oct 18, 2024
Q3 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
24.7K+ 130.32% |
$588K - $620K
|
43.7K
$1.12M
|
|
|
Nov 08, 2024
Q3 2024
|
Wedbush Securities Inc
|
BUY
|
- |
24.3K+ 10.08% |
$579K - $609K
|
266K
$6.83M
|
|
|
Nov 14, 2024
Q3 2024
|
Old Mission Capital LLC
|
BUY
|
- |
24KNew |
$572K - $602K
|
24K
$618K
|
|
|
Oct 25, 2024
Q3 2024
|
Gw Henssler & Associates LTD
|
BUY
|
- |
23.2K+ 0.57% |
$551K - $580K
|
4.06M
$104M
|
|
|
Dec 13, 2024
Q3 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
22.2KNew |
$529K - $557K
|
22.2K
$572K
|
|
|
Oct 18, 2024
Q3 2024
|
Cedrus LLC
Littleton, CO |
BUY
|
- |
21.6KNew |
$513K - $540K
|
21.6K
$554K
|
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
21.5K+ 11.86% |
$512K - $539K
|
203K
$5.22M
|
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
21.4K+ 26.93% |
$508K - $535K
|
101K
$2.59M
|
|
|
Oct 25, 2024
Q3 2024
|
Milestone Asset Management, LLC
Pittsburgh, PA |
BUY
|
- |
21.1K+ 5.23% |
$503K - $530K
|
425K
$10.9M
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
20.8K+ 2.68% |
$495K - $521K
|
796K
$20.5M
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
19.4K+ 3.42% |
$462K - $486K
|
587K
$15.1M
|
|
|
Nov 15, 2024
Q3 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
18.6K+ 184.83% |
$441K - $465K
|
28.6K
$735K
|
|
|
Nov 01, 2024
Q3 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
16.6K+ 57.77% |
$394K - $415K
|
45.3K
$1.16M
|
|
|
Oct 09, 2024
Q3 2024
|
Simplicity Wealth,Llc
|
BUY
|
- |
16.2K+ 15.28% |
$385K - $406K
|
122K
$3.14M
|
|
|
Oct 30, 2024
Q3 2024
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
14.8KNew |
$353K - $372K
|
14.8K
$382K
|
|
|
Oct 24, 2024
Q3 2024
|
Fsa Advisors, Inc.
Troy, MI |
BUY
|
- |
13.7K+ 85.7% |
$325K - $343K
|
29.6K
$762K
|
|
|
Oct 23, 2024
Q3 2024
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
13.4K+ 144.34% |
$319K - $336K
|
22.7K
$584K
|
|
|
Oct 15, 2024
Q3 2024
|
Legacy Financial Group LLC
|
BUY
|
- |
13.1K+ 39.37% |
$312K - $328K
|
46.4K
$1.19M
|
|
|
Nov 25, 2024
Q3 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
11.9KNew |
$282K - $297K
|
11.9K
$305K
|
|
|
Nov 12, 2024
Q3 2024
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
BUY
|
- |
11.8K+ 46.59% |
$281K - $296K
|
37.2K
$955K
|
|
|
Nov 14, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
11.7KNew |
$277K - $292K
|
11.7K
$300K
|
|
|
Nov 08, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
11.4K+ 11358.0% |
$270K - $284K
|
11.5K
$295K
|
|
|
Nov 14, 2024
Q3 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
11KNew |
$261K - $275K
|
11K
$283K
|