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 29, 2025
Q2 2025
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
3.55K+ 12.26% |
$97.3K - $118K
|
32.5K
$1.14M
|
|
|
Aug 12, 2025
Q2 2025
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
3.5K+ 18.27% |
$96K - $116K
|
22.6K
$797K
|
|
|
Aug 04, 2025
Q2 2025
|
Ifg Advisory, LLC
|
BUY
|
- |
3.19K+ 3.48% |
$87.7K - $106K
|
95.1K
$3.35M
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
3.18KNew |
$87.2K - $105K
|
3.18K
$112K
|
|
|
Aug 14, 2025
Q2 2025
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
3.05K+ 7.11% |
$83.8K - $101K
|
46K
$1.62M
|
|
|
Aug 11, 2025
Q2 2025
|
Advisor Resource Council
|
BUY
|
- |
2.77K+ 40.76% |
$76.1K - $92K
|
9.57K
$337K
|
|
|
Jul 15, 2025
Q2 2025
|
Pitti Group Wealth Management, LLC
|
BUY
|
- |
2.69K+ 1.95% |
$73.8K - $89.3K
|
140K
$4.95M
|
|
|
Jul 23, 2025
Q2 2025
|
Ignite Planners, LLC
|
BUY
|
- |
2.64K+ 6.19% |
$72.5K - $87.7K
|
45.3K
$1.59M
|
|
|
Aug 13, 2025
Q2 2025
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
2.33K+ 2.48% |
$64.1K - $77.5K
|
96.5K
$3.4M
|
|
|
Aug 14, 2025
Q2 2025
|
Brinker Capital Investments, LLC
|
BUY
|
- |
2.27K+ 4.84% |
$62.4K - $75.5K
|
49.2K
$1.73M
|
|
|
Jul 17, 2025
Q2 2025
|
Midwest Financial Group LLC
Overland Park, KS |
BUY
|
- |
2.11K+ 3.06% |
$57.9K - $70K
|
71K
$2.5M
|
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
1.66KNew |
$45.7K - $55.2K
|
1.66K
$58.6K
|
|
|
Aug 12, 2025
Q2 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
1.54K+ 71.63% |
$42.4K - $51.2K
|
3.7K
$130K
|
|
|
Aug 15, 2025
Q2 2025
|
First Heartland Consultants, Inc.
|
BUY
|
- |
1.46K+ 4.58% |
$40K - $48.4K
|
33.3K
$1.17M
|
|
|
Jul 29, 2025
Q2 2025
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
1.08K+ 15.4% |
$29.6K - $35.8K
|
8.08K
$284K
|
|
|
Jul 09, 2025
Q2 2025
|
Focus Wealth Advisors, LLC
|
BUY
|
- |
1.06K+ 0.62% |
$29K - $35.1K
|
172K
$6.05M
|
|
|
Jul 17, 2025
Q2 2025
|
Cooper Financial Group
|
BUY
|
- |
911+ 1.46% |
$25K - $30.2K
|
63.5K
$2.23M
|
|
|
Jul 23, 2025
Q2 2025
|
Prasad Wealth Partners, LLC
Independence, OH |
BUY
|
- |
881+ 1.26% |
$24.2K - $29.2K
|
70.6K
$2.49M
|
|
|
Aug 04, 2025
Q2 2025
|
Assetmark, Inc
|
BUY
|
- |
793New |
$21.8K - $26.3K
|
793
$27.9K
|
|
|
Aug 12, 2025
Q2 2025
|
Northeast Planning Associates, Inc. / Nh /
Bedford, NH |
BUY
|
- |
775+ 1.2% |
$21.3K - $25.7K
|
65.5K
$2.31M
|
|
|
Jul 08, 2025
Q2 2025
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
BUY
|
- |
388+ 1.62% |
$10.7K - $12.9K
|
24.4K
$859K
|
|
|
Aug 04, 2025
Q2 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
338+ 2.18% |
$9.28K - $11.2K
|
15.9K
$559K
|
|
|
Jul 30, 2025
Q2 2025
|
Brookstone Capital Management
|
BUY
|
- |
283+ 3.25% |
$7.77K - $9.4K
|
8.99K
$317K
|
|
|
Aug 26, 2025
Q2 2025
|
Claris Financial LLC
Glen Allen, VA |
BUY
|
- |
200+ 2.76% |
$5.49K - $6.64K
|
7.44K
$262K
|
|
|
Aug 14, 2025
Q2 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
194+ 0.06% |
$5.33K - $6.44K
|
334K
$11.8M
|
|
|
Aug 12, 2025
Q2 2025
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
137+ 1.3% |
$3.76K - $4.55K
|
10.7K
$377K
|
|
|
Aug 01, 2025
Q2 2025
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
100+ 1.43% |
$2.75K - $3.32K
|
7.11K
$250K
|
|
|
Aug 06, 2025
Q2 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
83+ 0.08% |
$2.28K - $2.76K
|
97.9K
$3.45M
|
|
|
Aug 13, 2025
Q2 2025
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
50+ 0.28% |
$1.37K - $1.66K
|
17.9K
$630K
|
|
|
Aug 14, 2025
Q2 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
26+ 0.05% |
$714 - $863
|
52.9K
$1.86M
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 14, 2025
Q2 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-4- 0.04% |
$110 - $133
|
10.3K
$363K
|
|
|
Aug 08, 2025
Q2 2025
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-25- 43.1% |
$687 - $830
|
33
$1.16K
|
|
|
Aug 06, 2025
Q2 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-164- 7.01% |
$4.5K - $5.44K
|
2.18K
$76.6K
|
|
|
Aug 04, 2025
Q2 2025
|
Kovack Advisors, Inc.
|
SELL
|
- |
-186- 0.26% |
$5.11K - $6.18K
|
71.7K
$2.52M
|
|
|
Aug 08, 2025
Q2 2025
|
Prospect Financial Services LLC
Melville, NY |
SELL
|
- |
-198- 2.77% |
$5.44K - $6.57K
|
6.94K
$244K
|
|
|
Aug 05, 2025
Q2 2025
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-250- 2.61% |
$6.87K - $8.3K
|
9.33K
$329K
|
|
|
Jul 31, 2025
Q2 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
SELL
|
- |
-302- 13.78% |
$8.29K - $10K
|
1.89K
$66.5K
|
|
|
Jul 24, 2025
Q2 2025
|
Slt Holdings LLC
Scottsdale, AZ |
SELL
|
- |
-322- 1.18% |
$8.84K - $10.7K
|
27K
$950K
|
|
|
Aug 14, 2025
Q2 2025
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
SELL
|
- |
-424- 0.49% |
$11.6K - $14.1K
|
87K
$3.06M
|
|
|
Aug 13, 2025
Q2 2025
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-501- 2.6% |
$13.8K - $16.6K
|
18.8K
$661K
|
|
|
Aug 13, 2025
Q2 2025
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-600- 7.81% |
$16.5K - $19.9K
|
7.08K
$249K
|
|
|
Jul 29, 2025
Q2 2025
|
O Donnell Financial Services, LLC
|
SELL
|
- |
-669- 4.34% |
$18.4K - $22.2K
|
14.7K
$519K
|
|
|
Jul 21, 2025
Q2 2025
|
Matauro, LLC
New York, NY |
SELL
|
- |
-675- 4.92% |
$18.5K - $22.4K
|
13.1K
$460K
|
|
|
Aug 05, 2025
Q2 2025
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
SELL
|
- |
-1.14K- 4.63% |
$31.2K - $37.8K
|
23.4K
$825K
|
|
|
Aug 13, 2025
Q2 2025
|
Gateway Wealth Partners, LLC
Appleton, WI |
SELL
|
- |
-1.63K- 4.94% |
$44.7K - $54K
|
31.3K
$1.1M
|
|
|
Jul 21, 2025
Q2 2025
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-1.69K- 11.26% |
$46.3K - $56K
|
13.3K
$468K
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
SELL
|
- |
-2.09K- 2.49% |
$57.3K - $69.3K
|
81.8K
$2.88M
|
|
|
Aug 08, 2025
Q2 2025
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-2.28K- 7.66% |
$62.5K - $75.6K
|
27.4K
$966K
|
|
|
Aug 13, 2025
Q2 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
SELL
|
- |
-2.33K- 17.53% |
$63.8K - $77.2K
|
10.9K
$385K
|