Purchases and Sales Made in Q4 2023 in Ft Exch Trd Fd Viii Cboe Vest (BUFG)
This table provides information about the institutional ownership of Ft Exch Trd Fd Viii Cboe Vest (BUFG) during Q4 2023. The information is specifically focused on institutions that hold shares of FT EXCH TRD FD VIII CBOE VEST .
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Mar 07, 2024
Q4 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
115KNew |
$2.19M - $2.44M
|
115K
$2.84M
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
107K+ 505.6% |
$2.05M - $2.29M
|
129K
$3.19M
|
|
Feb 13, 2024
Q4 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
82.9K+ 665.35% |
$1.58M - $1.77M
|
95.3K
$2.36M
|
|
Feb 05, 2024
Q4 2023
|
Pitti Group Wealth Management, LLC
|
BUY
|
- |
78.3K+ 55.69% |
$1.5M - $1.67M
|
219K
$5.43M
|
|
Aug 13, 2024
Q4 2023
|
Free Gulliver LLC
New Orleans, LA |
BUY
|
- |
64.2KNew |
$1.23M - $1.37M
|
64.2K
$1.59M
|
|
Jan 16, 2024
Q4 2023
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
59KNew |
$1.13M - $1.26M
|
59K
$1.46M
|
|
Jan 26, 2024
Q4 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
46.1KNew |
$881K - $984K
|
46.1K
$1.14M
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
45.2K+ 329.2% |
$863K - $964K
|
58.9K
$1.46M
|
|
Feb 14, 2024
Q4 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
44.3KNew |
$846K - $945K
|
44.3K
$1.1M
|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
BUY
|
- |
38K+ 5.43% |
$726K - $811K
|
738K
$18.3M
|
|
Feb 09, 2024
Q4 2023
|
Assetmark, Inc
|
BUY
|
- |
34.7K+ 46.71% |
$663K - $740K
|
109K
$2.7M
|
|
Jul 22, 2024
Q4 2023
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
26.6K+ 12.61% |
$508K - $568K
|
238K
$5.89M
|
|
Jan 17, 2024
Q4 2023
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
25.8K+ 172.67% |
$492K - $550K
|
40.7K
$1.01M
|
|
Feb 13, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
25.4K+ 3.39% |
$485K - $542K
|
773K
$19.2M
|
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
24.3K+ 19.37% |
$464K - $518K
|
150K
$3.71M
|
|
Feb 14, 2024
Q4 2023
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
18KNew |
$344K - $384K
|
18K
$446K
|
|
Feb 05, 2024
Q4 2023
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
13.5K+ 105.76% |
$257K - $288K
|
26.2K
$650K
|
|
Feb 21, 2024
Q4 2023
|
American Trust
Lexington, KY |
BUY
|
- |
13KNew |
$248K - $277K
|
13K
$322K
|
|
Feb 14, 2024
Q4 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
12K+ 110.56% |
$229K - $255K
|
22.8K
$565K
|
|
Jan 26, 2024
Q4 2023
|
Financial Guidance Group, Inc.
|
BUY
|
- |
10.9K+ 28.91% |
$207K - $232K
|
48.4K
$1.2M
|
|
Feb 06, 2024
Q4 2023
|
Merit Financial Group, LLC
|
BUY
|
- |
9.81KNew |
$187K - $209K
|
9.81K
$243K
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
8.71K+ 1.2% |
$166K - $186K
|
732K
$18.2M
|
|
Feb 12, 2024
Q4 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
5.16K+ 43.59% |
$98.6K - $110K
|
17K
$421K
|
|
Feb 12, 2024
Q4 2023
|
Harvest Investment Services, LLC
|
BUY
|
- |
3.56K+ 11.43% |
$67.9K - $75.9K
|
34.7K
$859K
|
|
Feb 13, 2024
Q4 2023
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
2.8K+ 5.14% |
$53.5K - $59.8K
|
57.2K
$1.42M
|
|
Feb 13, 2024
Q4 2023
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
1.84K+ 2.73% |
$35.2K - $39.3K
|
69.4K
$1.72M
|
|
Feb 07, 2024
Q4 2023
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
1.44K+ 6.46% |
$27.4K - $30.6K
|
23.7K
$587K
|
|
Feb 02, 2024
Q4 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
1.44K+ 5.27% |
$27.4K - $30.6K
|
28.7K
$711K
|
|
Jan 11, 2024
Q4 2023
|
Brookstone Capital Management
|
BUY
|
- |
1.39K+ 12.79% |
$26.6K - $29.7K
|
12.3K
$304K
|
|
Jan 18, 2024
Q4 2023
|
Ellsworth Advisors, LLC
|
BUY
|
- |
889+ 0.84% |
$17K - $19K
|
107K
$2.65M
|
|
Feb 06, 2024
Q4 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
539+ 1.88% |
$10.3K - $11.5K
|
29.2K
$725K
|
|
Jan 30, 2024
Q4 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
406+ 0.19% |
$7.76K - $8.66K
|
214K
$5.31M
|
|
Feb 15, 2024
Q4 2023
|
Townsquare Capital LLC
|
BUY
|
- |
182+ 1.02% |
$3.48K - $3.88K
|
18K
$446K
|
|
May 15, 2024
Q4 2023
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
100New |
$1.91K - $2.13K
|
100
$2.48K
|
|
Feb 08, 2024
Q4 2023
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
95+ 0.2% |
$1.82K - $2.03K
|
48.2K
$1.2M
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
53New |
$1.01K - $1.13K
|
53
$1.31K
|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
BUY
|
- |
34+ 2.9% |
$650 - $726
|
1.21K
$29.9K
|
|
Jan 29, 2024
Q4 2023
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-80- 0.34% |
$1.53K - $1.71K
|
23.6K
$585K
|
|
Jan 16, 2024
Q4 2023
|
Hbw Advisory Services LLC
|
SELL
|
- |
-110- 0.94% |
$2.1K - $2.35K
|
11.6K
$287K
|
|
Jul 17, 2024
Q4 2023
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-113- 2.43% |
$2.16K - $2.41K
|
4.53K
$112K
|
|
Feb 26, 2024
Q4 2023
|
Centaurus Financial, Inc.
|
SELL
|
- |
-209- 1.75% |
$3.99K - $4.46K
|
11.7K
$291K
|
|
Feb 14, 2024
Q4 2023
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-686- 1.25% |
$13.1K - $14.6K
|
54.2K
$1.34M
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-809- 0.55% |
$15.5K - $17.3K
|
146K
$3.62M
|
|
Feb 14, 2024
Q4 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-1K- 5.27% |
$19.1K - $21.3K
|
18K
$445K
|
|
Jan 23, 2024
Q4 2023
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-1K- 4.07% |
$19.1K - $21.3K
|
23.6K
$585K
|
|
Feb 14, 2024
Q4 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-1.03K- 2.19% |
$19.7K - $22K
|
46.2K
$1.15M
|
|
Feb 08, 2024
Q4 2023
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-2K- 7.36% |
$38.2K - $42.7K
|
25.2K
$624K
|
|
Jan 24, 2024
Q4 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-2.15K- 14.79% |
$41.1K - $45.9K
|
12.4K
$308K
|
|
Feb 06, 2024
Q4 2023
|
Valtinson Bruner Financial Planning LLC
|
SELL
|
- |
-2.54K- 2.3% |
$48.5K - $54.1K
|
107K
$2.66M
|
|
Mar 12, 2024
Q4 2023
|
Rovin Capital
|
SELL
|
- |
-2.63K- 9.47% |
$50.3K - $56.2K
|
25.2K
$624K
|