Purchases and Sales Made in Q4 2023 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 2023. 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 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
2.23M+ 246.69% |
$46.3M - $50.8M
|
3.14M
$80.2M
|
|
|
Jan 17, 2024
Q4 2023
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
2M+ 4471.56% |
$41.3M - $45.4M
|
2.04M
$52.1M
|
|
|
Mar 01, 2024
Q4 2023
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
951KNew |
$19.7M - $21.6M
|
951K
$24.3M
|
|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
BUY
|
- |
625K+ 636.02% |
$12.9M - $14.2M
|
724K
$18.5M
|
|
|
Feb 06, 2024
Q4 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
616K+ 1324.81% |
$12.8M - $14M
|
663K
$16.9M
|
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
503K+ 92.69% |
$10.4M - $11.4M
|
1.05M
$26.7M
|
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
467K+ 16.07% |
$9.67M - $10.6M
|
3.37M
$86.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Prospera Financial Services Inc
|
BUY
|
- |
281KNew |
$5.83M - $6.39M
|
281K
$7.19M
|
|
|
Feb 05, 2024
Q4 2023
|
Andina Capital Management, LLC
Lehi, UT |
BUY
|
- |
270KNew |
$5.59M - $6.13M
|
270K
$6.89M
|
|
|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
251K+ 331.46% |
$5.2M - $5.71M
|
327K
$8.35M
|
|
|
Feb 14, 2024
Q4 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
141K+ 104.48% |
$2.92M - $3.2M
|
276K
$7.05M
|
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
136K+ 168.83% |
$2.82M - $3.1M
|
217K
$5.55M
|
|
|
Feb 13, 2024
Q4 2023
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
126KNew |
$2.61M - $2.86M
|
126K
$3.22M
|
|
|
Jan 09, 2024
Q4 2023
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
108K+ 17.69% |
$2.23M - $2.44M
|
716K
$18.3M
|
|
|
Feb 06, 2024
Q4 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
107K+ 18.53% |
$2.21M - $2.43M
|
684K
$17.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
95.6K+ 205.36% |
$1.98M - $2.17M
|
142K
$3.63M
|
|
|
Feb 09, 2024
Q4 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
81.5K+ 57.82% |
$1.69M - $1.85M
|
223K
$5.68M
|
|
|
Feb 13, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
58.9K+ 2.2% |
$1.22M - $1.34M
|
2.74M
$70.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
56.3K+ 43.53% |
$1.16M - $1.28M
|
186K
$4.74M
|
|
|
Feb 14, 2024
Q4 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
51.1KNew |
$1.06M - $1.16M
|
51.1K
$1.31M
|
|
|
Apr 15, 2024
Q4 2023
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
32.5KNew |
$673K - $739K
|
32.5K
$831K
|
|
|
Jan 23, 2024
Q4 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
31.1K+ 271.34% |
$643K - $705K
|
42.5K
$1.09M
|
|
|
Feb 12, 2024
Q4 2023
|
Schulz Wealth, Ltd.
Mansfield, TX |
BUY
|
- |
29.7KNew |
$615K - $675K
|
29.7K
$759K
|
|
|
Feb 06, 2024
Q4 2023
|
Edge Rock Capital LLC
|
BUY
|
- |
28KNew |
$580K - $637K
|
28K
$716K
|
|
|
Feb 14, 2024
Q4 2023
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
25.9KNew |
$536K - $589K
|
25.9K
$662K
|
|
|
Feb 13, 2024
Q4 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
24.6K+ 143.23% |
$510K - $560K
|
41.9K
$1.07M
|
|
|
Jan 17, 2024
Q4 2023
|
Ifg Advisory, LLC
|
BUY
|
- |
21K+ 130.82% |
$434K - $477K
|
37K
$945K
|
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
19.3K+ 8.89% |
$400K - $439K
|
237K
$6.05M
|
|
|
Feb 14, 2024
Q4 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
17.6K+ 126.2% |
$364K - $400K
|
31.5K
$805K
|
|
|
Feb 14, 2024
Q4 2023
|
Jacobi Capital Management LLC
|
BUY
|
- |
16.7KNew |
$346K - $380K
|
16.7K
$427K
|
|
|
Feb 07, 2024
Q4 2023
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
16.1K+ 14.93% |
$334K - $366K
|
124K
$3.17M
|
|
|
May 22, 2024
Q4 2023
|
Fsa Advisors, Inc.
Troy, MI |
BUY
|
- |
16.1KNew |
$333K - $365K
|
16.1K
$410K
|
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
15KNew |
$311K - $341K
|
15K
$384K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
15K+ 4.58% |
$311K - $341K
|
343K
$8.75M
|
|
|
Feb 14, 2024
Q4 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
13.2K+ 3.12% |
$274K - $301K
|
438K
$11.2M
|
|
|
Mar 04, 2024
Q4 2023
|
Vima LLC
Troy, MI |
BUY
|
- |
12.7K+ 55143.48% |
$263K - $288K
|
12.7K
$325K
|
|
|
Feb 14, 2024
Q4 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
11.3KNew |
$235K - $258K
|
11.3K
$290K
|
|
|
Feb 02, 2024
Q4 2023
|
Truist Financial Corp
|
BUY
|
- |
11.3K+ 1.4% |
$234K - $256K
|
816K
$20.8M
|
|
|
Feb 08, 2024
Q4 2023
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
10.6K+ 2.76% |
$219K - $241K
|
395K
$10.1M
|
|
|
Jan 26, 2024
Q4 2023
|
Gw Henssler & Associates LTD
|
BUY
|
- |
10.2K+ 0.26% |
$211K - $231K
|
3.95M
$101M
|
|
|
Jan 12, 2024
Q4 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
9.13K+ 39.84% |
$189K - $207K
|
32K
$818K
|
|
|
Jan 17, 2024
Q4 2023
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
9.05KNew |
$187K - $206K
|
9.05K
$231K
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
8.95KNew |
$185K - $203K
|
8.95K
$229K
|
|
|
Jan 24, 2024
Q4 2023
|
Arkadios Wealth Advisors
|
BUY
|
- |
8.43K+ 11.97% |
$174K - $191K
|
78.8K
$2.01M
|
|
|
Feb 13, 2024
Q4 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
6.12K+ 7.88% |
$127K - $139K
|
83.8K
$2.14M
|
|
|
Feb 02, 2024
Q4 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
5.6K+ 3.11% |
$116K - $127K
|
186K
$4.74M
|
|
|
Feb 07, 2024
Q4 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
4.06K+ 20.78% |
$84K - $92.2K
|
23.6K
$602K
|
|
|
Feb 08, 2024
Q4 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
3.46K+ 4.15% |
$71.5K - $78.5K
|
86.8K
$2.22M
|
|
|
Feb 07, 2024
Q4 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
3.43K+ 16.83% |
$70.9K - $77.8K
|
23.8K
$608K
|
|
|
Jan 16, 2024
Q4 2023
|
Cooper Financial Group
|
BUY
|
- |
2.07K+ 8.13% |
$42.8K - $46.9K
|
27.5K
$702K
|