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 12, 2024
Q4 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
2KNew |
$41.4K - $45.4K
|
2K
$51.4K
|
|
|
Feb 26, 2024
Q4 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
1.77K+ 16.07% |
$36.6K - $40.2K
|
12.8K
$329K
|
|
|
Jan 10, 2024
Q4 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
1.44KNew |
$29.7K - $32.6K
|
1.44K
$36.9K
|
|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
BUY
|
- |
1.2KNew |
$24.8K - $27.3K
|
1.2K
$30.9K
|
|
|
Feb 13, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
1.08KNew |
$22.4K - $24.5K
|
1.08K
$27.8K
|
|
|
Jan 17, 2024
Q4 2023
|
Echo Wealth Management, LLC
|
BUY
|
- |
1.04K+ 9.65% |
$21.6K - $23.7K
|
11.8K
$304K
|
|
|
Jan 25, 2024
Q4 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
980+ 1.73% |
$20.3K - $22.3K
|
57.5K
$1.48M
|
|
|
Jan 31, 2024
Q4 2023
|
Western Wealth Management, LLC
|
BUY
|
- |
800+ 1.81% |
$16.6K - $18.2K
|
45.1K
$1.16M
|
|
|
Feb 09, 2024
Q4 2023
|
Assetmark, Inc
|
BUY
|
- |
629New |
$13K - $14.3K
|
629
$16.2K
|
|
|
Feb 14, 2024
Q4 2023
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
600New |
$12.4K - $13.6K
|
600
$15.4K
|
|
|
Jan 23, 2024
Q4 2023
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
500New |
$10.4K - $11.4K
|
500
$12.9K
|
|
|
Feb 06, 2024
Q4 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
335+ 1.68% |
$6.93K - $7.61K
|
20.3K
$521K
|
|
|
Feb 08, 2024
Q4 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
150New |
$3.11K - $3.41K
|
150
$3.86K
|
|
|
Jan 24, 2024
Q4 2023
|
Private Trust CO Na
|
BUY
|
- |
107+ 1.7% |
$2.21K - $2.43K
|
6.38K
$164K
|
|
|
May 15, 2024
Q4 2023
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
100New |
$2.07K - $2.27K
|
100
$2.57K
|
|
|
Feb 05, 2024
Q4 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
98+ 0.44% |
$2.03K - $2.23K
|
22.5K
$579K
|
|
|
Feb 14, 2024
Q4 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
52New |
$1.08K - $1.18K
|
52
$1.34K
|
|
|
Feb 16, 2024
Q4 2023
|
Vima LLC
Troy, MI |
BUY
|
- |
23New |
$476 - $523
|
23
$591
|
|
|
Jul 17, 2024
Q4 2023
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-71- 1.92% |
$1.47K - $1.61K
|
3.63K
$93.3K
|
|
|
Jan 29, 2024
Q4 2023
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-80- 0.76% |
$1.66K - $1.82K
|
10.5K
$270K
|
|
|
Feb 14, 2024
Q4 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-128Closed |
$2.65K - $2.91K
|
0
$0
|
|
|
Feb 05, 2024
Q4 2023
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-140- 0.42% |
$2.9K - $3.18K
|
33K
$849K
|
|
|
Jan 31, 2024
Q4 2023
|
Onyx Bridge Wealth Group LLC
|
SELL
|
- |
-235- 1.17% |
$4.86K - $5.34K
|
19.8K
$509K
|
|
|
Jan 31, 2024
Q4 2023
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
SELL
|
- |
-371- 2.12% |
$7.68K - $8.43K
|
17.1K
$440K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-557- 0.34% |
$11.5K - $12.7K
|
162K
$4.15M
|
|
|
Jan 18, 2024
Q4 2023
|
Tfb Advisors LLC
Overland Park, KS |
SELL
|
- |
-1.27K- 3.19% |
$26.2K - $28.8K
|
38.4K
$987K
|
|
|
Feb 07, 2024
Q4 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-1.83K- 2.79% |
$37.8K - $41.5K
|
63.7K
$1.64M
|
|
|
Feb 26, 2024
Q4 2023
|
Centaurus Financial, Inc.
|
SELL
|
- |
-1.96K- 2.0% |
$40.7K - $44.6K
|
96.1K
$2.47M
|
|
|
Feb 07, 2024
Q4 2023
|
Integrity Financial Corp
|
SELL
|
- |
-2.94K- 1.0% |
$60.9K - $66.9K
|
292K
$7.51M
|
|
|
Jan 23, 2024
Q4 2023
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-3.73K- 0.84% |
$77.2K - $84.7K
|
442K
$11.4M
|
|
|
Jan 23, 2024
Q4 2023
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-3.81K- 3.11% |
$78.8K - $86.5K
|
119K
$3.05M
|
|
|
Feb 08, 2024
Q4 2023
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-3.96K- 5.68% |
$82K - $90K
|
65.8K
$1.69M
|
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-5.94K- 24.14% |
$123K - $135K
|
18.7K
$480K
|
|
|
Jan 10, 2024
Q4 2023
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-6.09K- 17.02% |
$126K - $138K
|
29.7K
$763K
|
|
|
Feb 08, 2024
Q4 2023
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-6.15K- 5.71% |
$127K - $140K
|
102K
$2.61M
|
|
|
Jan 30, 2024
Q4 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-6.74K- 65.39% |
$140K - $153K
|
3.57K
$91.8K
|
|
|
Jan 11, 2024
Q4 2023
|
Brookstone Capital Management
|
SELL
|
- |
-6.92K- 8.61% |
$143K - $157K
|
73.5K
$1.89M
|
|
|
Jan 30, 2024
Q4 2023
|
Financial Strategies Group, Inc.
|
SELL
|
- |
-7.48K- 15.4% |
$155K - $170K
|
41.1K
$1.06M
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-7.85K- 25.17% |
$162K - $178K
|
23.3K
$600K
|
|
|
Feb 05, 2024
Q4 2023
|
Santori & Peters, Inc.
|
SELL
|
- |
-8.03K- 1.96% |
$166K - $182K
|
401K
$10.3M
|
|
|
Feb 06, 2024
Q4 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-8.34K- 9.19% |
$173K - $189K
|
82.4K
$2.12M
|
|
|
Feb 14, 2024
Q4 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-10.2K- 31.61% |
$212K - $232K
|
22.1K
$569K
|
|
|
Jan 25, 2024
Q4 2023
|
Madrona Financial Services, LLC
|
SELL
|
- |
-13.3K- 7.86% |
$275K - $302K
|
156K
$4M
|
|
|
Feb 14, 2024
Q4 2023
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-15.1K- 57.88% |
$312K - $342K
|
11K
$282K
|
|
|
Jan 22, 2024
Q4 2023
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-15.4K- 38.89% |
$318K - $349K
|
24.2K
$621K
|
|
|
Feb 01, 2024
Q4 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-18.2K- 63.07% |
$376K - $413K
|
10.6K
$274K
|
|
|
Jan 22, 2024
Q4 2023
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-18.7K- 58.19% |
$386K - $424K
|
13.4K
$345K
|
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-19K- 2.3% |
$394K - $432K
|
809K
$20.8M
|
|
|
Jan 12, 2024
Q4 2023
|
Kure Advisory, LLC
Plymouth, MN |
SELL
|
- |
-21.7K- 3.42% |
$450K - $494K
|
613K
$15.8M
|
|
|
Feb 07, 2024
Q4 2023
|
Iams Wealth Management, LLC
Omaha, NE |
SELL
|
- |
-24.6K- 30.98% |
$509K - $559K
|
54.8K
$1.41M
|