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
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
5.27K+ 20.97% |
$144K - $156K
|
30.4K
$969K
|
|
Aug 19, 2024
Q2 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
5.06K+ 24.95% |
$138K - $150K
|
25.3K
$808K
|
|
Aug 06, 2024
Q2 2024
|
Chris Bulman Inc
Roseville, CA |
BUY
|
- |
4.73KNew |
$129K - $140K
|
4.73K
$151K
|
|
Jul 25, 2024
Q2 2024
|
First Heartland Consultants, Inc.
|
BUY
|
- |
4.4K+ 18.15% |
$120K - $131K
|
28.7K
$914K
|
|
Aug 13, 2024
Q2 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
4.01K+ 114.59% |
$109K - $119K
|
7.5K
$239K
|
|
Aug 13, 2024
Q2 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
3.48K+ 17.11% |
$95.1K - $103K
|
23.9K
$761K
|
|
Jul 16, 2024
Q2 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
2.64K+ 13.95% |
$72K - $78.3K
|
21.6K
$688K
|
|
Jul 16, 2024
Q2 2024
|
Midwest Financial Group LLC
Overland Park, KS |
BUY
|
- |
2.31K+ 3.88% |
$63K - $68.4K
|
61.8K
$1.97M
|
|
Aug 14, 2024
Q2 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
2.11K+ 7.08% |
$57.5K - $62.5K
|
31.9K
$1.02M
|
|
Aug 12, 2024
Q2 2024
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
1.75K+ 15.09% |
$47.8K - $51.9K
|
13.4K
$426K
|
|
Aug 09, 2024
Q2 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
1.1K+ 2.44% |
$29.9K - $32.5K
|
45.9K
$1.46M
|
|
Aug 06, 2024
Q2 2024
|
Wedbush Securities Inc
|
BUY
|
- |
946+ 5.33% |
$25.8K - $28.1K
|
18.7K
$596K
|
|
Jul 29, 2024
Q2 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
787+ 2.81% |
$21.5K - $23.4K
|
28.8K
$918K
|
|
Jul 16, 2024
Q2 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
674+ 11.46% |
$18.4K - $20K
|
6.55K
$209K
|
|
Jul 23, 2024
Q2 2024
|
Private Trust CO Na
|
BUY
|
- |
539+ 43.4% |
$14.7K - $16K
|
1.78K
$56.8K
|
|
Jul 31, 2024
Q2 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
411New |
$11.2K - $12.2K
|
411
$13.1K
|
|
Jul 22, 2024
Q2 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
290+ 1.79% |
$7.92K - $8.6K
|
16.5K
$526K
|
|
Aug 09, 2024
Q2 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
272+ 1.31% |
$7.43K - $8.07K
|
21.1K
$672K
|
|
Aug 14, 2024
Q2 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
235New |
$6.42K - $6.97K
|
235
$7.5K
|
|
Aug 13, 2024
Q2 2024
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
BUY
|
- |
125+ 0.7% |
$3.41K - $3.71K
|
17.9K
$572K
|
|
Jul 11, 2024
Q2 2024
|
Worth Asset Management, LLC
|
SELL
|
- |
-440- 5.46% |
$12K - $13.1K
|
7.63K
$243K
|
|
Jul 17, 2024
Q2 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-591- 2.78% |
$16.1K - $17.5K
|
20.7K
$660K
|
|
Aug 12, 2024
Q2 2024
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-2.04K- 7.74% |
$55.6K - $60.4K
|
24.3K
$774K
|
|
Jul 22, 2024
Q2 2024
|
River Tree Advisors, LLC
Winter Park, FL |
SELL
|
- |
-4.67K- 1.57% |
$127K - $138K
|
292K
$9.31M
|
|
Jul 18, 2024
Q2 2024
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-4.77K- 3.4% |
$130K - $141K
|
135K
$4.32M
|
|
Aug 05, 2024
Q2 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-6.06K- 5.52% |
$165K - $180K
|
104K
$3.31M
|
|
Aug 12, 2024
Q2 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-17.9K- 31.68% |
$488K - $531K
|
38.6K
$1.23M
|
|
Aug 07, 2024
Q2 2024
|
Vital Stone Financial, LLC
Shavano Park, TX |
SELL
|
- |
-19.9K- 34.5% |
$543K - $590K
|
37.8K
$1.2M
|
|
Jul 12, 2024
Q2 2024
|
Capital Cs Group, LLC
|
SELL
|
- |
-20.1K- 15.99% |
$549K - $597K
|
106K
$3.37M
|
|
Aug 08, 2024
Q2 2024
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-27.3K- 7.1% |
$747K - $811K
|
358K
$11.4M
|
|
Aug 13, 2024
Q2 2024
|
Prospera Financial Services Inc
|
SELL
|
- |
-43K- 14.58% |
$1.17M - $1.28M
|
252K
$8.04M
|
|
Jul 30, 2024
Q2 2024
|
Mach 1 Financial Group, LLC
Bentonville, AR |
SELL
|
- |
-44K- 29.08% |
$1.2M - $1.31M
|
107K
$3.43M
|
|
Aug 02, 2024
Q2 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-46.9K- 11.16% |
$1.28M - $1.39M
|
373K
$11.9M
|
|
Aug 12, 2024
Q2 2024
|
Concorde Asset Management, LLC
|
SELL
|
- |
-81.5K- 45.79% |
$2.22M - $2.42M
|
96.4K
$3.08M
|
|
Jul 17, 2024
Q2 2024
|
Good Life Advisors, LLC
|
SELL
|
- |
-149K- 19.28% |
$4.06M - $4.42M
|
623K
$19.9M
|
|
Aug 13, 2024
Q2 2024
|
Fischer Investment Strategies, LLC
Westlake Village, CA |
SELL
|
- |
-149K- 28.68% |
$4.07M - $4.43M
|
371K
$11.8M
|