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
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-1.85K- 3.67% |
$43.9K - $46.2K
|
48.5K
$1.25M
|
|
Nov 12, 2024
Q3 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-2K- 2.51% |
$47.5K - $50.1K
|
77.7K
$2M
|
|
Oct 15, 2024
Q3 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-2.01K- 6.76% |
$47.9K - $50.4K
|
27.8K
$714K
|
|
Oct 21, 2024
Q3 2024
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-2.33K- 3.65% |
$55.4K - $58.3K
|
61.5K
$1.58M
|
|
Nov 08, 2024
Q3 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-2.37K- 42.09% |
$56.3K - $59.3K
|
3.26K
$83.8K
|
|
Nov 14, 2024
Q3 2024
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-2.39K- 3.13% |
$56.9K - $59.9K
|
73.9K
$1.9M
|
|
Oct 16, 2024
Q3 2024
|
Quad Cities Investment Group, LLC
Davenport, IA |
SELL
|
- |
-2.59K- 18.35% |
$61.7K - $65K
|
11.5K
$297K
|
|
Nov 14, 2024
Q3 2024
|
Cooper Financial Group
|
SELL
|
- |
-2.65K- 10.17% |
$63K - $66.4K
|
23.4K
$602K
|
|
Nov 13, 2024
Q3 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-2.95K- 14.65% |
$70.2K - $74K
|
17.2K
$442K
|
|
Nov 04, 2024
Q3 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-3.07K- 9.65% |
$72.9K - $76.8K
|
28.7K
$738K
|
|
Nov 13, 2024
Q3 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-3.19K- 69.69% |
$75.9K - $79.9K
|
1.39K
$35.7K
|
|
Nov 05, 2024
Q3 2024
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-4.18K- 9.5% |
$99.5K - $105K
|
39.9K
$1.03M
|
|
Oct 07, 2024
Q3 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-4.92K- 15.98% |
$117K - $123K
|
25.8K
$664K
|
|
Oct 30, 2024
Q3 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-6.09K- 18.92% |
$145K - $152K
|
26.1K
$671K
|
|
Oct 24, 2024
Q3 2024
|
Arkadios Wealth Advisors
|
SELL
|
- |
-7.24K- 14.19% |
$172K - $181K
|
43.8K
$1.13M
|
|
Oct 22, 2024
Q3 2024
|
Chris Bulman Inc
Roseville, CA |
SELL
|
- |
-9.31K- 46.61% |
$221K - $233K
|
10.7K
$274K
|
|
Nov 13, 2024
Q3 2024
|
Townsquare Capital LLC
|
SELL
|
- |
-9.41K- 2.62% |
$224K - $236K
|
350K
$9M
|
|
Oct 17, 2024
Q3 2024
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-9.51K- 34.06% |
$226K - $238K
|
18.4K
$473K
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-12K- 1.92% |
$286K - $302K
|
614K
$15.8M
|
|
Oct 25, 2024
Q3 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-14K- 42.2% |
$332K - $350K
|
19.1K
$492K
|
|
Oct 23, 2024
Q3 2024
|
Santori & Peters, Inc.
|
SELL
|
- |
-15.8K- 4.0% |
$376K - $396K
|
379K
$9.75M
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-17.2K- 81.42% |
$410K - $431K
|
3.93K
$101K
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-20.2K- 12.3% |
$480K - $506K
|
144K
$3.7M
|
|
Oct 08, 2024
Q3 2024
|
Brookstone Capital Management
|
SELL
|
- |
-23K- 3.22% |
$547K - $576K
|
691K
$17.8M
|
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-24.7K- 60.4% |
$586K - $618K
|
16.2K
$416K
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-26.4K- 6.23% |
$629K - $662K
|
398K
$10.2M
|
|
Oct 30, 2024
Q3 2024
|
Centennial Wealth Advisory LLC
|
SELL
|
- |
-32K- 1.72% |
$760K - $800K
|
1.82M
$46.8M
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-42K- 69.97% |
$998K - $1.05M
|
18K
$463K
|
|
Nov 07, 2024
Q3 2024
|
Prospera Financial Services Inc
|
SELL
|
- |
-51.4K- 85.28% |
$1.22M - $1.29M
|
8.88K
$228K
|
|
Oct 31, 2024
Q3 2024
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-61.1K- 22.14% |
$1.45M - $1.53M
|
215K
$5.52M
|
|
Nov 12, 2024
Q3 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-253K- 95.27% |
$6.02M - $6.33M
|
12.6K
$323K
|
|
Nov 04, 2024
Q3 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-302K- 31.3% |
$7.18M - $7.57M
|
663K
$17.1M
|