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 13, 2023
Q4 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
748New |
$14.3K - $15.1K
|
748
$19.2K
|
|
|
Feb 01, 2023
Q4 2022
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-11- 0.03% |
$210 - $222
|
33.1K
$852K
|
|
|
Feb 14, 2023
Q4 2022
|
Morgan Stanley
New York, NY |
SELL
|
- |
-62- 67.39% |
$1.18K - $1.25K
|
30
$771
|
|
|
Feb 07, 2023
Q4 2022
|
Arq Wealth Advisors, LLC
|
SELL
|
- |
-160- 0.34% |
$3.05K - $3.22K
|
47.1K
$1.21M
|
|
|
Jan 31, 2023
Q4 2022
|
Triumph Capital Management
|
SELL
|
- |
-167- 1.1% |
$3.19K - $3.37K
|
15.1K
$388K
|
|
|
Jan 30, 2023
Q4 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-319- 3.92% |
$6.09K - $6.43K
|
7.82K
$201K
|
|
|
Feb 13, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-375- 0.52% |
$7.16K - $7.56K
|
71.8K
$1.85M
|
|
|
Feb 10, 2023
Q4 2022
|
Financial Strategies Group, Inc.
|
SELL
|
- |
-633- 0.13% |
$12.1K - $12.8K
|
475K
$12.2M
|
|
|
Feb 10, 2023
Q4 2022
|
Centaurus Financial, Inc.
|
SELL
|
- |
-1.03K- 3.73% |
$19.7K - $20.8K
|
26.7K
$686K
|
|
|
Feb 08, 2023
Q4 2022
|
Ubs Group Ag
|
SELL
|
- |
-1.2K- 23.89% |
$22.8K - $24.1K
|
3.81K
$97.9K
|
|
|
Feb 03, 2023
Q4 2022
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-1.98K- 13.24% |
$37.7K - $39.8K
|
12.9K
$333K
|
|
|
Feb 02, 2023
Q4 2022
|
Western Wealth Management, LLC
|
SELL
|
- |
-2K- 4.47% |
$38.1K - $40.3K
|
42.7K
$1.1M
|
|
|
Feb 01, 2023
Q4 2022
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-2.28K- 11.27% |
$43.4K - $45.8K
|
17.9K
$461K
|
|
|
Jan 23, 2023
Q4 2022
|
Cambridge Advisors Inc.
|
SELL
|
- |
-2.66K- 9.49% |
$50.8K - $53.6K
|
25.4K
$652K
|
|
|
Sep 11, 2024
Q4 2022
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-4.62K- 17.3% |
$88.2K - $93.1K
|
22.1K
$568K
|
|
|
Jan 24, 2023
Q4 2022
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-9.55K- 22.26% |
$182K - $192K
|
33.3K
$857K
|
|
|
Jan 11, 2023
Q4 2022
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-12K- 9.82% |
$230K - $243K
|
111K
$2.84M
|
|
|
Jan 25, 2023
Q4 2022
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-15.8K- 3.29% |
$302K - $319K
|
466K
$12M
|
|
|
Feb 08, 2023
Q4 2022
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-27.6K- 32.39% |
$526K - $556K
|
57.6K
$1.48M
|
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
SELL
|
- |
-34.3K- 85.81% |
$654K - $691K
|
5.67K
$146K
|
|
|
Feb 08, 2023
Q4 2022
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-34.8K- 9.73% |
$665K - $702K
|
323K
$8.3M
|
|
|
Feb 07, 2023
Q4 2022
|
Fortress Wealth Group, LLC
Orlando, FL |
SELL
|
- |
-47.1K- 50.01% |
$898K - $948K
|
47K
$1.21M
|
|
|
Feb 10, 2023
Q4 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-57.2K- 2.64% |
$1.09M - $1.15M
|
2.11M
$54.3M
|
|
|
Jan 31, 2023
Q4 2022
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-74.4K- 8.73% |
$1.42M - $1.5M
|
779K
$20M
|
|
|
Aug 30, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-79.1K- 52.43% |
$1.51M - $1.59M
|
71.8K
$1.85M
|
|
|
Feb 15, 2023
Q4 2022
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-81.5K- 34.08% |
$1.55M - $1.64M
|
158K
$4.05M
|
|
|
Jan 26, 2023
Q4 2022
|
Santori & Peters, Inc.
|
SELL
|
- |
-85.9K- 19.66% |
$1.64M - $1.73M
|
351K
$9.02M
|
|
|
Feb 07, 2023
Q4 2022
|
Ifp Advisors, Inc
|
SELL
|
- |
-118K- 35.81% |
$2.25M - $2.37M
|
211K
$5.43M
|
|
|
Feb 07, 2023
Q4 2022
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-135K- 13.8% |
$2.58M - $2.73M
|
845K
$21.7M
|
|
|
Mar 23, 2023
Q4 2022
|
Prostatis Group LLC
Hanover, MD |
SELL
|
- |
-3.39M- 98.16% |
$64.7M - $68.3M
|
63.5K
$1.63M
|