Purchases and Sales Made in Q4 2021 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 Q4 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 16, 2022
Q4 2021
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
577K+ 7473.56% |
$12M - $12.3M
|
585K
$14.8M
|
|
|
Feb 17, 2022
Q4 2021
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
529KNew |
$11M - $11.3M
|
529K
$13.4M
|
|
|
Feb 04, 2022
Q4 2021
|
Envestnet Asset Management Inc
|
BUY
|
- |
494K+ 2268.22% |
$10.3M - $10.6M
|
516K
$13.1M
|
|
|
Feb 04, 2022
Q4 2021
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
357KNew |
$7.41M - $7.62M
|
357K
$9.06M
|
|
|
Feb 14, 2022
Q4 2021
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
342KNew |
$7.1M - $7.3M
|
342K
$8.68M
|
|
|
Feb 11, 2022
Q4 2021
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
288KNew |
$5.97M - $6.14M
|
288K
$7.3M
|
|
|
Feb 14, 2022
Q4 2021
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
214K+ 342.78% |
$4.44M - $4.57M
|
277K
$7.02M
|
|
|
Jan 20, 2022
Q4 2021
|
Legacy Financial Group LLC
|
BUY
|
- |
207KNew |
$4.3M - $4.42M
|
207K
$5.26M
|
|
|
Mar 17, 2022
Q4 2021
|
Integrity Financial Corp
|
BUY
|
- |
204KNew |
$4.24M - $4.36M
|
204K
$5.19M
|
|
|
Feb 03, 2022
Q4 2021
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
197K+ 403.88% |
$4.1M - $4.21M
|
246K
$6.25M
|
|
|
Jan 31, 2022
Q4 2021
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
115K+ 36.02% |
$2.38M - $2.44M
|
433K
$11M
|
|
|
Feb 07, 2022
Q4 2021
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
101KNew |
$2.1M - $2.16M
|
101K
$2.57M
|
|
|
Feb 14, 2022
Q4 2021
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
54.6K+ 314.93% |
$1.13M - $1.17M
|
71.9K
$1.83M
|
|
|
Feb 14, 2022
Q4 2021
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
49.3KNew |
$1.02M - $1.05M
|
49.3K
$1.25M
|
|
|
Feb 10, 2022
Q4 2021
|
Old Mission Capital LLC
|
BUY
|
- |
39KNew |
$810K - $833K
|
39K
$990K
|
|
|
Feb 14, 2022
Q4 2021
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
35.7KNew |
$741K - $762K
|
35.7K
$907K
|
|
|
Feb 17, 2022
Q4 2021
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
33.1KNew |
$686K - $705K
|
33.1K
$839K
|
|
|
Feb 14, 2022
Q4 2021
|
Tradition Wealth Management, LLC
|
BUY
|
- |
30.4KNew |
$630K - $648K
|
30.4K
$771K
|
|
|
Feb 10, 2022
Q4 2021
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
28.4KNew |
$590K - $607K
|
28.4K
$722K
|
|
|
Feb 14, 2022
Q4 2021
|
Money Concepts Capital Corp
|
BUY
|
- |
19.9KNew |
$413K - $424K
|
19.9K
$505K
|
|
|
Feb 23, 2022
Q4 2021
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
19.8K+ 33.58% |
$411K - $423K
|
78.8K
$2M
|
|
|
Feb 17, 2022
Q4 2021
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
17KNew |
$352K - $362K
|
17K
$431K
|
|
|
Jan 21, 2022
Q4 2021
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
16.8KNew |
$350K - $359K
|
16.8K
$428K
|
|
|
Jan 14, 2022
Q4 2021
|
Cambridge Advisors Inc.
|
BUY
|
- |
14.4KNew |
$298K - $307K
|
14.4K
$365K
|
|
|
Feb 03, 2022
Q4 2021
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
14.1KNew |
$293K - $301K
|
14.1K
$359K
|
|
|
Feb 02, 2022
Q4 2021
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
11KNew |
$228K - $235K
|
11K
$279K
|
|
|
Sep 10, 2024
Q4 2021
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
9.39KNew |
$195K - $200K
|
9.39K
$238K
|
|
|
Jan 20, 2022
Q4 2021
|
Kestra Advisory Services, LLC
|
BUY
|
- |
7.66K+ 35.05% |
$159K - $163K
|
29.5K
$749K
|
|
|
Jan 21, 2022
Q4 2021
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
6.79K+ 1.75% |
$141K - $145K
|
396K
$10M
|
|
|
Jan 26, 2022
Q4 2021
|
Strategic Asset Management, LLC
|
BUY
|
- |
3.55KNew |
$73.6K - $75.7K
|
3.55K
$90K
|
|
|
Feb 10, 2022
Q4 2021
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
3.23K+ 4.52% |
$66.9K - $68.8K
|
74.6K
$1.89M
|
|
|
Feb 07, 2022
Q4 2021
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
489+ 7.3% |
$10.1K - $10.4K
|
7.19K
$182K
|
|
|
Feb 14, 2022
Q4 2021
|
Ubs Group Ag
|
BUY
|
- |
268New |
$5.56K - $5.72K
|
268
$6.8K
|
|
|
Jan 21, 2022
Q4 2021
|
Global Retirement Partners, LLC
|
SELL
|
- |
-1.21KClosed |
$25.1K - $25.8K
|
0
$0
|
|
|
Feb 07, 2022
Q4 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-2.08K- 49.39% |
$43.2K - $44.4K
|
2.13K
$54.1K
|
|
|
Feb 14, 2022
Q4 2021
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-2.09K- 2.41% |
$43.4K - $44.6K
|
84.7K
$2.15M
|
|
|
Jan 11, 2022
Q4 2021
|
Brookstone Capital Management
|
SELL
|
- |
-5.08K- 15.56% |
$105K - $108K
|
27.6K
$700K
|
|
|
Jan 12, 2022
Q4 2021
|
Ifp Advisors, Inc
|
SELL
|
- |
-15.3K- 34.51% |
$318K - $327K
|
29K
$737K
|
|
|
Feb 16, 2022
Q4 2021
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-18.2K- 23.03% |
$377K - $388K
|
60.8K
$1.54M
|
|
|
Feb 14, 2022
Q4 2021
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-21.3KClosed |
$442K - $454K
|
0
$0
|
|
|
Jan 20, 2022
Q4 2021
|
Ae Wealth Management LLC
|
SELL
|
- |
-22.8K- 4.15% |
$473K - $487K
|
527K
$13.4M
|
|
|
Feb 02, 2022
Q4 2021
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-39.2K- 75.02% |
$813K - $836K
|
13K
$331K
|
|
|
Feb 09, 2022
Q4 2021
|
Arq Wealth Advisors, LLC
|
SELL
|
- |
-45KClosed |
$934K - $961K
|
0
$0
|
|
|
Mar 21, 2023
Q4 2021
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-65.3K- 59.3% |
$1.36M - $1.39M
|
44.8K
$1.14M
|