Purchases and Sales Made in Q1 2024 in First Tr Ex Tr Fd Viii Ft Cboe (BUFQ)
This table provides information about the institutional ownership of First Tr Ex Tr Fd Viii Ft Cboe (BUFQ) during Q1 2024. The information is specifically focused on institutions that hold shares of FIRST TR EX TR FD VIII FT CBOE.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
1.71M+ 54.61% |
$45.5M - $48.5M
|
4.84M
$154M
|
|
|
May 14, 2024
Q1 2024
|
Fischer Investment Strategies, LLC
Westlake Village, CA |
BUY
|
- |
520KNew |
$13.8M - $14.8M
|
520K
$16.6M
|
|
|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
331K+ 239.85% |
$8.8M - $9.38M
|
469K
$14.9M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
256KNew |
$6.82M - $7.27M
|
256K
$8.17M
|
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
207K+ 59.05% |
$5.49M - $5.86M
|
556K
$17.7M
|
|
|
May 15, 2024
Q1 2024
|
Concorde Asset Management, LLC
|
BUY
|
- |
178KNew |
$4.73M - $5.05M
|
178K
$5.67M
|
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
151K+ 189.89% |
$4.03M - $4.3M
|
231K
$7.37M
|
|
|
Jul 18, 2024
Q1 2024
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
140KNew |
$3.73M - $3.98M
|
140K
$4.47M
|
|
|
Apr 24, 2024
Q1 2024
|
Pitti Group Wealth Management, LLC
|
BUY
|
- |
136KNew |
$3.61M - $3.85M
|
136K
$4.33M
|
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
110K+ 20.09% |
$2.92M - $3.11M
|
656K
$20.9M
|
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
98.6K+ 25.14% |
$2.62M - $2.8M
|
491K
$15.7M
|
|
|
May 15, 2024
Q1 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
91.7K+ 194.9% |
$2.44M - $2.6M
|
139K
$4.43M
|
|
|
May 15, 2024
Q1 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
88.9K+ 103.32% |
$2.37M - $2.52M
|
175K
$5.58M
|
|
|
May 14, 2024
Q1 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
85.9K+ 895.66% |
$2.29M - $2.44M
|
95.5K
$3.05M
|
|
|
May 15, 2024
Q1 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
84.9K+ 30.07% |
$2.26M - $2.41M
|
367K
$11.7M
|
|
|
May 07, 2024
Q1 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
73.1KNew |
$1.94M - $2.07M
|
73.1K
$2.33M
|
|
|
Apr 29, 2024
Q1 2024
|
Valtinson Bruner Financial Planning LLC
|
BUY
|
- |
60.6K+ 52.86% |
$1.61M - $1.72M
|
175K
$5.59M
|
|
|
Apr 11, 2024
Q1 2024
|
Midwest Financial Group LLC
Overland Park, KS |
BUY
|
- |
59.5KNew |
$1.58M - $1.69M
|
59.5K
$1.9M
|
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
50.2K+ 30.17% |
$1.34M - $1.42M
|
217K
$6.91M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
43.2K+ 138.25% |
$1.15M - $1.23M
|
74.5K
$2.38M
|
|
|
Apr 11, 2024
Q1 2024
|
Capital Cs Group, LLC
|
BUY
|
- |
42.4K+ 50.9% |
$1.13M - $1.2M
|
126K
$4.01M
|
|
|
Aug 08, 2024
Q1 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
34.4K+ 9.62% |
$916K - $977K
|
392K
$12.5M
|
|
|
May 01, 2024
Q1 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
33.5K+ 137.18% |
$890K - $950K
|
57.9K
$1.85M
|
|
|
May 15, 2024
Q1 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
33.2KNew |
$883K - $942K
|
33.2K
$1.06M
|
|
|
Apr 11, 2024
Q1 2024
|
Focus Wealth Advisors, LLC
|
BUY
|
- |
29K+ 22.16% |
$770K - $821K
|
160K
$5.09M
|
|
|
May 10, 2024
Q1 2024
|
Truist Financial Corp
|
BUY
|
- |
27.6K+ 174.62% |
$735K - $784K
|
43.5K
$1.39M
|
|
|
Apr 30, 2024
Q1 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
27.6K+ 33.59% |
$734K - $783K
|
110K
$3.5M
|
|
|
May 14, 2024
Q1 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
27.4K+ 20.67% |
$729K - $777K
|
160K
$5.1M
|
|
|
May 13, 2024
Q1 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
26.9K+ 104.0% |
$717K - $764K
|
52.9K
$1.69M
|
|
|
May 14, 2024
Q1 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
26.1KNew |
$695K - $741K
|
26.1K
$834K
|
|
|
Apr 29, 2024
Q1 2024
|
Ergawealth Advisors, Inc.
Oak Brook, IL |
BUY
|
- |
25.2KNew |
$670K - $714K
|
25.2K
$803K
|
|
|
May 14, 2024
Q1 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
19.4K+ 9.16% |
$516K - $551K
|
231K
$7.37M
|
|
|
Aug 13, 2024
Q1 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
19.1K+ 7.57% |
$507K - $541K
|
271K
$8.65M
|
|
|
Sep 11, 2024
Q1 2024
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
18.5KNew |
$491K - $524K
|
18.5K
$589K
|
|
|
May 15, 2024
Q1 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
17.8KNew |
$473K - $504K
|
17.8K
$567K
|
|
|
May 14, 2024
Q1 2024
|
Wedbush Securities Inc
|
BUY
|
- |
17.7KNew |
$472K - $503K
|
17.7K
$566K
|
|
|
Apr 23, 2024
Q1 2024
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
16.8K+ 31.96% |
$447K - $477K
|
69.3K
$2.21M
|
|
|
May 06, 2024
Q1 2024
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
16.5K+ 40.21% |
$440K - $469K
|
57.6K
$1.84M
|
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
16.3K+ 6.05% |
$435K - $463K
|
286K
$9.13M
|
|
|
Apr 30, 2024
Q1 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
16.2KNew |
$431K - $460K
|
16.2K
$517K
|
|
|
Jul 22, 2024
Q1 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
14.1K+ 108.09% |
$374K - $399K
|
27.1K
$865K
|
|
|
Apr 16, 2024
Q1 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
14K+ 42.95% |
$372K - $397K
|
46.5K
$1.48M
|
|
|
May 15, 2024
Q1 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
13.4KNew |
$357K - $381K
|
13.4K
$428K
|
|
|
May 06, 2024
Q1 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
12.9K+ 139.48% |
$344K - $367K
|
22.2K
$708K
|
|
|
May 09, 2024
Q1 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
11.8K+ 138.29% |
$314K - $335K
|
20.4K
$650K
|
|
|
May 13, 2024
Q1 2024
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
11.6KNew |
$309K - $329K
|
11.6K
$370K
|
|
|
May 10, 2024
Q1 2024
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
11.4K+ 8.1% |
$302K - $322K
|
151K
$4.83M
|
|
|
Apr 15, 2024
Q1 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
11.1KNew |
$296K - $316K
|
11.1K
$355K
|
|
|
May 16, 2024
Q1 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
9.54KNew |
$254K - $271K
|
9.54K
$304K
|
|
|
May 02, 2024
Q1 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
9.21K+ 19.48% |
$245K - $261K
|
56.5K
$1.8M
|