Purchases and Sales Made in Q4 2024 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 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-59- 0.29% |
$1.47K - $1.52K
|
20.4K
$511K
|
|
|
Feb 13, 2025
Q4 2024
|
Prospera Financial Services Inc
|
SELL
|
- |
-72- 0.81% |
$1.8K - $1.85K
|
8.81K
$220K
|
|
|
Jan 21, 2025
Q4 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-77- 0.3% |
$1.92K - $1.98K
|
25.8K
$644K
|
|
|
Jan 24, 2025
Q4 2024
|
Financial Strategies Group, Inc.
|
SELL
|
- |
-82- 0.21% |
$2.05K - $2.11K
|
39.2K
$980K
|
|
|
Jan 27, 2025
Q4 2024
|
Onyx Bridge Wealth Group LLC
|
SELL
|
- |
-150- 0.98% |
$3.74K - $3.86K
|
15.1K
$378K
|
|
|
Jan 22, 2025
Q4 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-275- 1.26% |
$6.86K - $7.08K
|
21.6K
$541K
|
|
|
Jan 16, 2025
Q4 2024
|
Cambridge Advisors Inc.
|
SELL
|
- |
-500- 2.27% |
$12.5K - $12.9K
|
21.6K
$539K
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-535- 2.06% |
$13.3K - $13.8K
|
25.4K
$635K
|
|
|
Jan 21, 2025
Q4 2024
|
Andina Capital Management, LLC
Lehi, UT |
SELL
|
- |
-674- 4.62% |
$16.8K - $17.3K
|
13.9K
$348K
|
|
|
Feb 13, 2025
Q4 2024
|
Townsquare Capital LLC
|
SELL
|
- |
-787- 0.22% |
$19.6K - $20.3K
|
349K
$8.73M
|
|
|
Feb 13, 2025
Q4 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-800- 7.05% |
$20K - $20.6K
|
10.5K
$264K
|
|
|
Jan 29, 2025
Q4 2024
|
Essex Financial Services, Inc.
|
SELL
|
- |
-850- 9.6% |
$21.2K - $21.9K
|
8K
$200K
|
|
|
Feb 13, 2025
Q4 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-1.24K- 89.19% |
$30.9K - $31.9K
|
150
$3.75K
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-1.76K- 44.65% |
$43.8K - $45.2K
|
2.18K
$54.4K
|
|
|
Jan 21, 2025
Q4 2024
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-1.8K- 5.83% |
$44.8K - $46.2K
|
29K
$725K
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-1.87K- 9.77% |
$46.6K - $48.1K
|
17.3K
$432K
|
|
|
Feb 14, 2025
Q4 2024
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-1.94K- 4.01% |
$48.4K - $50K
|
46.5K
$1.16M
|
|
|
Jan 29, 2025
Q4 2024
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-2.14K- 22.46% |
$53.2K - $55K
|
7.37K
$184K
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-2.52K- 8.77% |
$62.8K - $64.8K
|
26.2K
$655K
|
|
|
Feb 14, 2025
Q4 2024
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-3.45K- 12.97% |
$85.9K - $88.7K
|
23.1K
$578K
|
|
|
Jan 23, 2025
Q4 2024
|
Fsa Advisors, Inc.
Troy, MI |
SELL
|
- |
-4.06K- 13.7% |
$101K - $105K
|
25.6K
$640K
|
|
|
Jan 23, 2025
Q4 2024
|
Milestone Asset Management, LLC
Pittsburgh, PA |
SELL
|
- |
-4.32K- 1.02% |
$108K - $111K
|
421K
$10.5M
|
|
|
Jan 16, 2025
Q4 2024
|
Davies Financial Advisors, Inc.
Murrieta, CA |
SELL
|
- |
-4.64K- 11.48% |
$116K - $119K
|
35.8K
$894K
|
|
|
Jan 30, 2025
Q4 2024
|
L.M. Kohn & Company
|
SELL
|
- |
-4.71K- 13.97% |
$117K - $121K
|
29K
$725K
|
|
|
Feb 12, 2025
Q4 2024
|
Wedbush Securities Inc
|
SELL
|
- |
-4.8K- 1.81% |
$120K - $124K
|
261K
$6.52M
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-5.07K- 19.44% |
$126K - $131K
|
21K
$526K
|
|
|
Feb 13, 2025
Q4 2024
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-5.54K- 1.94% |
$138K - $143K
|
280K
$7M
|
|
|
Feb 13, 2025
Q4 2024
|
Integrity Financial Corp
|
SELL
|
- |
-6.35K- 2.41% |
$158K - $163K
|
256K
$6.41M
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-10.3K- 2.58% |
$257K - $265K
|
388K
$9.7M
|
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-11K- 95.74% |
$274K - $282K
|
488
$12.2K
|
|
|
Jan 21, 2025
Q4 2024
|
Legacy Financial Group LLC
|
SELL
|
- |
-14.1K- 30.36% |
$351K - $363K
|
32.3K
$808K
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-14.2K- 1.25% |
$353K - $365K
|
1.12M
$27.9M
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-15.7K- 28.74% |
$392K - $405K
|
39K
$975K
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-16.4K- 2.67% |
$409K - $422K
|
598K
$15M
|
|
|
Jan 22, 2025
Q4 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-27.7K- 99.9% |
$692K - $714K
|
27
$675
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-27.8K- 27.31% |
$693K - $715K
|
73.9K
$1.85M
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
SELL
|
- |
-30.8K- 4.45% |
$768K - $792K
|
660K
$16.5M
|
|
|
Jan 27, 2025
Q4 2024
|
Centennial Wealth Advisory LLC
|
SELL
|
- |
-41K- 2.25% |
$1.02M - $1.05M
|
1.78M
$44.5M
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-43.1K- 1.3% |
$1.07M - $1.11M
|
3.27M
$81.8M
|
|
|
Jan 15, 2025
Q4 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-43.7K- 99.96% |
$1.09M - $1.13M
|
19
$475
|
|
|
Jan 24, 2025
Q4 2024
|
Gw Henssler & Associates LTD
|
SELL
|
- |
-45.1K- 1.11% |
$1.12M - $1.16M
|
4.01M
$100M
|
|
|
Jan 30, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-397K- 96.22% |
$9.91M - $10.2M
|
15.6K
$390K
|