Purchases and Sales Made in Q4 2022 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 2022. 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 07, 2023
Q4 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
574K+ 23.86% |
$11M - $11.6M
|
2.98M
$76.7M
|
|
|
Mar 08, 2023
Q4 2022
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
371KNew |
$7.08M - $7.48M
|
371K
$9.54M
|
|
|
Feb 17, 2023
Q4 2022
|
Truist Financial Corp
|
BUY
|
- |
300KNew |
$5.73M - $6.05M
|
300K
$7.72M
|
|
|
Feb 14, 2023
Q4 2022
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
273K+ 32.56% |
$5.22M - $5.51M
|
1.11M
$28.6M
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
164K+ 86.69% |
$3.14M - $3.31M
|
354K
$9.1M
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
144K+ 134.58% |
$2.75M - $2.9M
|
251K
$6.45M
|
|
|
Jan 26, 2023
Q4 2022
|
Catalyst Wealth Management, LLC
Atlanta, GA |
BUY
|
- |
103KNew |
$1.97M - $2.08M
|
103K
$2.66M
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
98.8K+ 97.85% |
$1.89M - $1.99M
|
200K
$5.13M
|
|
|
Feb 14, 2023
Q4 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
90.4K+ 5901.44% |
$1.73M - $1.82M
|
91.9K
$2.36M
|
|
|
Feb 02, 2023
Q4 2022
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
72.7KNew |
$1.39M - $1.46M
|
72.7K
$1.87M
|
|
|
Jan 18, 2023
Q4 2022
|
Private Advisor Group, LLC
|
BUY
|
- |
67.9KNew |
$1.3M - $1.37M
|
67.9K
$1.74M
|
|
|
Jan 31, 2023
Q4 2022
|
Ae Wealth Management LLC
|
BUY
|
- |
62.3K+ 8.9% |
$1.19M - $1.25M
|
762K
$19.6M
|
|
|
Feb 13, 2023
Q4 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
61.5KNew |
$1.17M - $1.24M
|
61.5K
$1.58M
|
|
|
Jan 09, 2023
Q4 2022
|
Brookstone Capital Management
|
BUY
|
- |
57K+ 179.7% |
$1.09M - $1.15M
|
88.7K
$2.28M
|
|
|
Jan 26, 2023
Q4 2022
|
Integrity Financial Corp
|
BUY
|
- |
53K+ 31.48% |
$1.01M - $1.07M
|
221K
$5.69M
|
|
|
Feb 06, 2023
Q4 2022
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
52.4K+ 463.17% |
$1M - $1.06M
|
63.7K
$1.64M
|
|
|
Jan 31, 2023
Q4 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
38K+ 5.94% |
$725K - $765K
|
677K
$17.4M
|
|
|
Jan 11, 2023
Q4 2022
|
Arkadios Wealth Advisors
|
BUY
|
- |
30.5K+ 24.32% |
$583K - $615K
|
156K
$4.01M
|
|
|
Feb 03, 2023
Q4 2022
|
Gw Henssler & Associates LTD
|
BUY
|
- |
28.5K+ 0.77% |
$545K - $575K
|
3.74M
$96.1M
|
|
|
Feb 14, 2023
Q4 2022
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
28.3K+ 45.93% |
$540K - $570K
|
89.9K
$2.31M
|
|
|
Feb 14, 2023
Q4 2022
|
Edge Rock Capital LLC
|
BUY
|
- |
26.9K+ 575.5% |
$514K - $543K
|
31.6K
$813K
|
|
|
Feb 14, 2023
Q4 2022
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
25.6K+ 8.18% |
$489K - $516K
|
339K
$8.71M
|
|
|
Oct 27, 2023
Q4 2022
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
- |
24.3KNew |
$465K - $490K
|
24.3K
$626K
|
|
|
Feb 14, 2023
Q4 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
22.9K+ 97.58% |
$436K - $461K
|
46.3K
$1.19M
|
|
|
Feb 07, 2023
Q4 2022
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
BUY
|
- |
18.9KNew |
$360K - $380K
|
18.9K
$485K
|
|
|
Jan 12, 2023
Q4 2022
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
18.3K+ 35.98% |
$349K - $368K
|
69.1K
$1.78M
|
|
|
Jan 18, 2023
Q4 2022
|
Kfg Wealth Management, LLC
Granger, IN |
BUY
|
- |
16.5KNew |
$315K - $333K
|
16.5K
$425K
|
|
|
Feb 10, 2023
Q4 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
14.7K+ 5.3% |
$280K - $295K
|
291K
$7.49M
|
|
|
Feb 07, 2023
Q4 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
13.1K+ 193.97% |
$249K - $263K
|
19.8K
$509K
|
|
|
Feb 13, 2023
Q4 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
12.2K+ 8.38% |
$233K - $246K
|
158K
$4.06M
|
|
|
Jan 23, 2023
Q4 2022
|
Alliance Wealth Advisors, LLC
|
BUY
|
- |
11.6KNew |
$220K - $233K
|
11.6K
$297K
|
|
|
Feb 14, 2023
Q4 2022
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
10.7K+ 23.12% |
$205K - $217K
|
57.2K
$1.47M
|
|
|
Jan 13, 2023
Q4 2022
|
Cooper Financial Group
|
BUY
|
- |
10.7KNew |
$204K - $215K
|
10.7K
$274K
|
|
|
Feb 13, 2023
Q4 2022
|
Scissortail Wealth Management, LLC
Tulsa, OK |
BUY
|
- |
10.7K+ 8.01% |
$203K - $215K
|
144K
$3.69M
|
|
|
Jan 13, 2023
Q4 2022
|
First Heartland Consultants, Inc.
|
BUY
|
- |
10.6K+ 21.33% |
$202K - $213K
|
60.1K
$1.54M
|
|
|
Feb 08, 2023
Q4 2022
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
10.2KNew |
$196K - $206K
|
10.2K
$263K
|
|
|
Jan 23, 2023
Q4 2022
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
10KNew |
$191K - $202K
|
10K
$257K
|
|
|
Feb 08, 2023
Q4 2022
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
9.31K+ 11.16% |
$178K - $188K
|
92.7K
$2.38M
|
|
|
Jan 30, 2023
Q4 2022
|
Echo Wealth Management, LLC
|
BUY
|
- |
9.26K+ 51.07% |
$177K - $187K
|
27.4K
$704K
|
|
|
Jan 26, 2023
Q4 2022
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
8.86K+ 26.26% |
$169K - $179K
|
42.6K
$1.1M
|
|
|
Feb 10, 2023
Q4 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
8.6K+ 21.11% |
$164K - $173K
|
49.4K
$1.27M
|
|
|
Feb 13, 2023
Q4 2022
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
6.81K+ 11.69% |
$130K - $137K
|
65.1K
$1.67M
|
|
|
Jan 18, 2023
Q4 2022
|
Madrona Financial Services, LLC
|
BUY
|
- |
5.85K+ 3.26% |
$112K - $118K
|
185K
$4.76M
|
|
|
Jan 23, 2023
Q4 2022
|
Trinity Wealth Management, LLC
|
BUY
|
- |
4.7K+ 2.29% |
$89.8K - $94.8K
|
210K
$5.41M
|
|
|
Feb 07, 2023
Q4 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
4.15K+ 23.07% |
$79.1K - $83.5K
|
22.1K
$569K
|
|
|
Feb 02, 2023
Q4 2022
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
3.78K+ 5.01% |
$72.2K - $76.2K
|
79.3K
$2.04M
|
|
|
Jan 26, 2023
Q4 2022
|
Legacy Financial Group LLC
|
BUY
|
- |
3.27K+ 1.23% |
$62.3K - $65.8K
|
269K
$6.92M
|
|
|
Feb 13, 2023
Q4 2022
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
1.8K+ 6.09% |
$34.4K - $36.3K
|
31.4K
$807K
|
|
|
Feb 14, 2023
Q4 2022
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
1.46K+ 13.17% |
$27.9K - $29.5K
|
12.6K
$323K
|
|
|
Feb 13, 2023
Q4 2022
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
765New |
$14.6K - $15.4K
|
765
$19.7K
|