Purchases and Sales Made in Q2 2025 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 2025. 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 |
|---|---|---|---|---|---|---|---|
|
Jul 21, 2025
Q2 2025
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
220KNew |
$6.04M - $7.3M
|
220K
$7.45M
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
174K+ 45.52% |
$4.78M - $5.78M
|
556K
$18.8M
|
|
|
Aug 04, 2025
Q2 2025
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
168K+ 292.59% |
$4.61M - $5.57M
|
225K
$7.63M
|
|
|
Aug 04, 2025
Q2 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
74.3K+ 611.55% |
$2.04M - $2.47M
|
86.4K
$2.93M
|
|
|
Aug 04, 2025
Q2 2025
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
40.5K+ 3.53% |
$1.11M - $1.34M
|
1.19M
$40.2M
|
|
|
Jul 15, 2025
Q2 2025
|
Maridea Wealth Management LLC
Brooklyn, NY |
BUY
|
- |
35.1K+ 253.24% |
$965K - $1.17M
|
49K
$1.66M
|
|
|
Aug 06, 2025
Q2 2025
|
Legacy Investment Solutions, LLC
Meridian, ID |
BUY
|
- |
26.3K+ 58.24% |
$722K - $873K
|
71.4K
$2.42M
|
|
|
Aug 05, 2025
Q2 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
25.9K+ 389.95% |
$712K - $860K
|
32.6K
$1.1M
|
|
|
Jul 30, 2025
Q2 2025
|
Img Wealth Management, Inc.
Jacksonville, FL |
BUY
|
- |
21.2K+ 9.04% |
$583K - $705K
|
256K
$8.67M
|
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
20.8K+ 38.66% |
$572K - $692K
|
74.7K
$2.53M
|
|
|
Aug 06, 2025
Q2 2025
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
20.2K+ 39.32% |
$554K - $669K
|
71.4K
$2.42M
|
|
|
Jul 17, 2025
Q2 2025
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
18.3K+ 4.33% |
$503K - $608K
|
441K
$14.9M
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
BUY
|
- |
17.3K+ 144.29% |
$476K - $575K
|
29.3K
$993K
|
|
|
Jul 28, 2025
Q2 2025
|
Triton Wealth Management, Pllc
|
BUY
|
- |
15.3KNew |
$420K - $508K
|
15.3K
$518K
|
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
14.3K+ 35.06% |
$392K - $474K
|
55K
$1.86M
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
13.2K+ 3.69% |
$363K - $439K
|
372K
$12.6M
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
13K+ 132.93% |
$358K - $432K
|
22.8K
$773K
|
|
|
Jul 28, 2025
Q2 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
12.6KNew |
$346K - $419K
|
12.6K
$427K
|
|
|
Jul 16, 2025
Q2 2025
|
Novem Group
Rochester, NY |
BUY
|
- |
10.7KNew |
$294K - $355K
|
10.7K
$362K
|
|
|
Aug 06, 2025
Q2 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
10.2K+ 51.73% |
$279K - $338K
|
29.8K
$1.01M
|
|
|
Jul 30, 2025
Q2 2025
|
Sharper & Granite LLC
El Segundo, CA |
BUY
|
- |
8.39KNew |
$230K - $279K
|
8.39K
$284K
|
|
|
Jul 15, 2025
Q2 2025
|
Accurate Wealth Management, LLC
|
BUY
|
- |
6.73KNew |
$185K - $223K
|
6.73K
$228K
|
|
|
Aug 04, 2025
Q2 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
6.09KNew |
$167K - $202K
|
6.09K
$206K
|
|
|
Aug 06, 2025
Q2 2025
|
Valtinson Bruner Financial Planning LLC
|
BUY
|
- |
5.25K+ 1.31% |
$144K - $174K
|
407K
$13.8M
|
|
|
Jul 29, 2025
Q2 2025
|
Financial Guidance Group, Inc.
|
BUY
|
- |
5.14K+ 6.06% |
$141K - $170K
|
89.8K
$3.04M
|
|
|
Jul 21, 2025
Q2 2025
|
Seros Financial, LLC
Tempe, AZ |
BUY
|
- |
5.11K+ 2.44% |
$140K - $170K
|
214K
$7.25M
|
|
|
Jul 02, 2025
Q2 2025
|
Hbw Advisory Services LLC
|
BUY
|
- |
4.43K+ 11.55% |
$122K - $147K
|
42.8K
$1.45M
|
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
3.55K+ 12.26% |
$97.3K - $118K
|
32.5K
$1.1M
|
|
|
Aug 04, 2025
Q2 2025
|
Ifg Advisory, LLC
|
BUY
|
- |
3.19K+ 3.48% |
$87.7K - $106K
|
95.1K
$3.22M
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
3.18KNew |
$87.2K - $105K
|
3.18K
$108K
|
|
|
Jul 15, 2025
Q2 2025
|
Pitti Group Wealth Management, LLC
|
BUY
|
- |
2.69K+ 1.95% |
$73.8K - $89.3K
|
140K
$4.76M
|
|
|
Jul 23, 2025
Q2 2025
|
Ignite Planners, LLC
|
BUY
|
- |
2.64K+ 6.19% |
$72.5K - $87.7K
|
45.3K
$1.53M
|
|
|
Jul 17, 2025
Q2 2025
|
Midwest Financial Group LLC
Overland Park, KS |
BUY
|
- |
2.11K+ 3.06% |
$57.9K - $70K
|
71K
$2.4M
|
|
|
Jul 29, 2025
Q2 2025
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
1.08K+ 15.4% |
$29.6K - $35.8K
|
8.08K
$274K
|
|
|
Jul 09, 2025
Q2 2025
|
Focus Wealth Advisors, LLC
|
BUY
|
- |
1.06K+ 0.62% |
$29K - $35.1K
|
172K
$5.82M
|
|
|
Jul 17, 2025
Q2 2025
|
Cooper Financial Group
|
BUY
|
- |
911+ 1.46% |
$25K - $30.2K
|
63.5K
$2.15M
|
|
|
Jul 23, 2025
Q2 2025
|
Prasad Wealth Partners, LLC
Independence, OH |
BUY
|
- |
881+ 1.26% |
$24.2K - $29.2K
|
70.6K
$2.39M
|
|
|
Aug 04, 2025
Q2 2025
|
Assetmark, Inc
|
BUY
|
- |
793New |
$21.8K - $26.3K
|
793
$26.9K
|
|
|
Jul 08, 2025
Q2 2025
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
BUY
|
- |
388+ 1.62% |
$10.7K - $12.9K
|
24.4K
$826K
|
|
|
Aug 04, 2025
Q2 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
338+ 2.18% |
$9.28K - $11.2K
|
15.9K
$538K
|
|
|
Jul 30, 2025
Q2 2025
|
Brookstone Capital Management
|
BUY
|
- |
283+ 3.25% |
$7.77K - $9.4K
|
8.99K
$304K
|
|
|
Aug 01, 2025
Q2 2025
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
100+ 1.43% |
$2.75K - $3.32K
|
7.11K
$241K
|
|
|
Aug 06, 2025
Q2 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
83+ 0.08% |
$2.28K - $2.76K
|
97.9K
$3.32M
|
|
|
Aug 06, 2025
Q2 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-164- 7.01% |
$4.5K - $5.44K
|
2.18K
$73.7K
|
|
|
Aug 04, 2025
Q2 2025
|
Kovack Advisors, Inc.
|
SELL
|
- |
-186- 0.26% |
$5.11K - $6.18K
|
71.7K
$2.43M
|
|
|
Aug 05, 2025
Q2 2025
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-250- 2.61% |
$6.87K - $8.3K
|
9.33K
$316K
|
|
|
Jul 31, 2025
Q2 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
SELL
|
- |
-302- 13.78% |
$8.29K - $10K
|
1.89K
$64K
|
|
|
Jul 24, 2025
Q2 2025
|
Slt Holdings LLC
Scottsdale, AZ |
SELL
|
- |
-322- 1.18% |
$8.84K - $10.7K
|
27K
$913K
|
|
|
Jul 29, 2025
Q2 2025
|
O Donnell Financial Services, LLC
|
SELL
|
- |
-669- 4.34% |
$18.4K - $22.2K
|
14.7K
$499K
|
|
|
Jul 21, 2025
Q2 2025
|
Matauro, LLC
New York, NY |
SELL
|
- |
-675- 4.92% |
$18.5K - $22.4K
|
13.1K
$442K
|