Purchases and Sales Made in Q2 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 Q2 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 |
---|---|---|---|---|---|---|---|
Aug 14, 2024
Q2 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
945K+ 540.37% |
$25.8M - $28.1M
|
1.12M
$35.7M
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
747K+ 15.43% |
$20.4M - $22.2M
|
5.59M
$178M
|
|
Aug 08, 2024
Q2 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
606K+ 261.93% |
$16.5M - $18M
|
837K
$26.7M
|
|
Aug 13, 2024
Q2 2024
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
375K+ 58.17% |
$10.2M - $11.1M
|
1.02M
$32.6M
|
|
Jul 22, 2024
Q2 2024
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
345KNew |
$9.43M - $10.2M
|
345K
$11M
|
|
Jul 26, 2024
Q2 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
318K+ 1173.72% |
$8.68M - $9.44M
|
345K
$11M
|
|
Jul 10, 2024
Q2 2024
|
Prism Advisors, Inc.
|
BUY
|
- |
160KNew |
$4.38M - $4.76M
|
160K
$5.11M
|
|
Aug 14, 2024
Q2 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
160K+ 898.31% |
$4.36M - $4.74M
|
178K
$5.66M
|
|
Jul 19, 2024
Q2 2024
|
Ergawealth Advisors, Inc.
Oak Brook, IL |
BUY
|
- |
118K+ 467.29% |
$3.21M - $3.49M
|
143K
$4.56M
|
|
Aug 15, 2024
Q2 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
113K+ 70.43% |
$3.08M - $3.34M
|
273K
$8.7M
|
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
104K+ 22.28% |
$2.85M - $3.1M
|
573K
$18.3M
|
|
Jul 24, 2024
Q2 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
75.3K+ 26.32% |
$2.06M - $2.24M
|
362K
$11.5M
|
|
Jul 26, 2024
Q2 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
74.2K+ 34.24% |
$2.02M - $2.2M
|
291K
$9.27M
|
|
Aug 14, 2024
Q2 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
65.2K+ 11.71% |
$1.78M - $1.93M
|
622K
$19.8M
|
|
Aug 14, 2024
Q2 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
61.4K+ 64.31% |
$1.68M - $1.82M
|
157K
$5.01M
|
|
Aug 20, 2024
Q2 2024
|
Truist Financial Corp
|
BUY
|
- |
51.3K+ 117.99% |
$1.4M - $1.52M
|
94.8K
$3.02M
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
48K+ 9.78% |
$1.31M - $1.42M
|
539K
$17.2M
|
|
Aug 14, 2024
Q2 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
44.3K+ 19.14% |
$1.21M - $1.31M
|
275K
$8.79M
|
|
Jul 25, 2024
Q2 2024
|
Financial Guidance Group, Inc.
|
BUY
|
- |
37.4K+ 129.01% |
$1.02M - $1.11M
|
66.4K
$2.12M
|
|
Jul 31, 2024
Q2 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
37.4K+ 112.77% |
$1.02M - $1.11M
|
70.6K
$2.25M
|
|
Aug 13, 2024
Q2 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
33.9K+ 9.24% |
$926K - $1.01M
|
401K
$12.8M
|
|
Jul 05, 2024
Q2 2024
|
Hbw Advisory Services LLC
|
BUY
|
- |
32.6KNew |
$890K - $968K
|
32.6K
$1.04M
|
|
Jul 30, 2024
Q2 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
29K+ 130.57% |
$791K - $860K
|
51.2K
$1.63M
|
|
Aug 08, 2024
Q2 2024
|
Vima LLC
Troy, MI |
BUY
|
- |
25.9KNew |
$708K - $770K
|
25.9K
$828K
|
|
Aug 05, 2024
Q2 2024
|
Valtinson Bruner Financial Planning LLC
|
BUY
|
- |
25.9K+ 14.79% |
$707K - $769K
|
201K
$6.41M
|
|
Aug 05, 2024
Q2 2024
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
- |
25.1K+ 310.45% |
$686K - $746K
|
33.2K
$1.06M
|
|
Jul 31, 2024
Q2 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
24K+ 3.66% |
$656K - $713K
|
680K
$21.7M
|
|
Jul 15, 2024
Q2 2024
|
Pcg Wealth Advisors, LLC
|
BUY
|
- |
19.8KNew |
$539K - $586K
|
19.8K
$630K
|
|
Jul 16, 2024
Q2 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
18K+ 87.95% |
$491K - $533K
|
38.4K
$1.22M
|
|
Aug 15, 2024
Q2 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
16.6K+ 22.71% |
$453K - $493K
|
89.7K
$2.86M
|
|
Jul 22, 2024
Q2 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
16.6K+ 31.34% |
$452K - $491K
|
69.4K
$2.21M
|
|
Aug 14, 2024
Q2 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
15.4K+ 114.94% |
$421K - $458K
|
28.8K
$920K
|
|
Jul 31, 2024
Q2 2024
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
15.2K+ 21.88% |
$414K - $450K
|
84.5K
$2.7M
|
|
Aug 16, 2024
Q2 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
14.4K+ 55.18% |
$394K - $428K
|
40.6K
$1.29M
|
|
Aug 14, 2024
Q2 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
12.5KNew |
$340K - $370K
|
12.5K
$398K
|
|
Aug 14, 2024
Q2 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
12.3K+ 8.87% |
$336K - $365K
|
151K
$4.82M
|
|
Aug 12, 2024
Q2 2024
|
Signature Securities Group Corporation
|
BUY
|
- |
11.6K+ 57.19% |
$317K - $345K
|
32K
$1.02M
|
|
Jul 16, 2024
Q2 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
11KNew |
$301K - $328K
|
11K
$352K
|
|
Aug 05, 2024
Q2 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
10.8K+ 18.62% |
$294K - $320K
|
68.7K
$2.19M
|
|
Jul 12, 2024
Q2 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
10.3KNew |
$281K - $305K
|
10.3K
$328K
|
|
Jul 16, 2024
Q2 2024
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
10.2KNew |
$277K - $301K
|
10.2K
$324K
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
BUY
|
- |
9.9K+ 1070.16% |
$270K - $294K
|
10.8K
$345K
|
|
Aug 14, 2024
Q2 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
9.18K+ 63.87% |
$250K - $272K
|
23.5K
$751K
|
|
Jul 09, 2024
Q2 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
9.12K+ 81.9% |
$249K - $271K
|
20.3K
$646K
|
|
Jul 22, 2024
Q2 2024
|
Focus Wealth Advisors, LLC
|
BUY
|
- |
7.87K+ 4.93% |
$215K - $233K
|
167K
$5.34M
|
|
Jul 05, 2024
Q2 2024
|
Heritage Wealth Partners, LLC
Dublin, OH |
BUY
|
- |
7.23KNew |
$197K - $214K
|
7.23K
$230K
|
|
Jul 17, 2024
Q2 2024
|
Accurate Wealth Management, LLC
|
BUY
|
- |
7KNew |
$191K - $208K
|
7K
$223K
|
|
Jul 18, 2024
Q2 2024
|
Brookstone Capital Management
|
BUY
|
- |
7KNew |
$191K - $208K
|
7K
$223K
|
|
Jul 15, 2024
Q2 2024
|
Diligent Investors, LLC
|
BUY
|
- |
6.95KNew |
$190K - $206K
|
6.95K
$222K
|
|
Jul 24, 2024
Q2 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
6.44K+ 55.56% |
$176K - $191K
|
18K
$575K
|