Purchases and Sales Made in Q3 2023 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 Q3 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2023
Q3 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
1.42M+ 242.49% |
$35.3M - $36.6M
|
2.01M
$64.2M
|
|
|
Nov 13, 2023
Q3 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
324KNew |
$8.03M - $8.31M
|
324K
$10.3M
|
|
|
Nov 14, 2023
Q3 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
145KNew |
$3.6M - $3.73M
|
145K
$4.64M
|
|
|
Oct 19, 2023
Q3 2023
|
Focus Wealth Advisors, LLC
|
BUY
|
- |
117KNew |
$2.89M - $2.99M
|
117K
$3.72M
|
|
|
Oct 11, 2023
Q3 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
106K+ 19.23% |
$2.63M - $2.72M
|
658K
$21M
|
|
|
Nov 14, 2023
Q3 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
88.8K+ 529.99% |
$2.2M - $2.28M
|
106K
$3.37M
|
|
|
Oct 17, 2023
Q3 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
84KNew |
$2.08M - $2.16M
|
84K
$2.68M
|
|
|
Nov 13, 2023
Q3 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
60.4K+ 58.0% |
$1.5M - $1.55M
|
164K
$5.25M
|
|
|
Nov 06, 2023
Q3 2023
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
57.2KNew |
$1.42M - $1.47M
|
57.2K
$1.82M
|
|
|
Oct 23, 2023
Q3 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
48.8K+ 578.97% |
$1.21M - $1.25M
|
57.2K
$1.83M
|
|
|
Nov 15, 2023
Q3 2023
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
39.5KNew |
$980K - $1.01M
|
39.5K
$1.26M
|
|
|
Oct 12, 2023
Q3 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
39.3KNew |
$973K - $1.01M
|
39.3K
$1.25M
|
|
|
Nov 02, 2023
Q3 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
38KNew |
$942K - $975K
|
38K
$1.21M
|
|
|
Nov 06, 2023
Q3 2023
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
26.2KNew |
$651K - $674K
|
26.2K
$837K
|
|
|
Dec 01, 2023
Q3 2023
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
20.3KNew |
$503K - $520K
|
20.3K
$647K
|
|
|
Oct 19, 2023
Q3 2023
|
Good Life Advisors, LLC
|
BUY
|
- |
17.4K+ 2.26% |
$431K - $446K
|
786K
$25.1M
|
|
|
Oct 10, 2023
Q3 2023
|
Ignite Planners, LLC
|
BUY
|
- |
16.5KNew |
$409K - $424K
|
16.5K
$526K
|
|
|
Oct 24, 2023
Q3 2023
|
Valtinson Bruner Financial Planning LLC
|
BUY
|
- |
16.4K+ 18.52% |
$407K - $421K
|
105K
$3.35M
|
|
|
Oct 24, 2023
Q3 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
16KNew |
$397K - $411K
|
16K
$511K
|
|
|
Nov 13, 2023
Q3 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
15.9KNew |
$393K - $407K
|
15.9K
$506K
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
13.6K+ 157.85% |
$337K - $349K
|
22.2K
$709K
|
|
|
Nov 14, 2023
Q3 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
11.5K+ 129.53% |
$285K - $295K
|
20.4K
$650K
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
10.4K+ 4.91% |
$257K - $266K
|
221K
$7.05M
|
|
|
Nov 07, 2023
Q3 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
9.97KNew |
$247K - $256K
|
9.97K
$318K
|
|
|
Nov 14, 2023
Q3 2023
|
Private Portfolio Partners LLC
|
BUY
|
- |
9.82KNew |
$243K - $252K
|
9.82K
$313K
|
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
9.44KNew |
$234K - $242K
|
9.44K
$301K
|
|
|
Oct 24, 2023
Q3 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
9.35K+ 5.77% |
$232K - $240K
|
172K
$5.47M
|
|
|
Oct 10, 2023
Q3 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
5.61KNew |
$139K - $144K
|
5.61K
$179K
|
|
|
Oct 23, 2023
Q3 2023
|
Financial Guidance Group, Inc.
|
BUY
|
- |
1.5K+ 7.67% |
$37.2K - $38.5K
|
21.1K
$672K
|
|
|
Nov 21, 2023
Q3 2023
|
Comerica Bank
|
BUY
|
- |
500New |
$12.4K - $12.8K
|
500
$16K
|
|
|
Nov 09, 2023
Q3 2023
|
Ubs Group Ag
|
BUY
|
- |
445New |
$11K - $11.4K
|
445
$14.2K
|
|
|
Oct 18, 2023
Q3 2023
|
Private Trust CO Na
|
BUY
|
- |
185New |
$4.59K - $4.75K
|
185
$5.9K
|
|
|
Oct 13, 2023
Q3 2023
|
Arkadios Wealth Advisors
|
BUY
|
- |
134+ 0.44% |
$3.32K - $3.44K
|
30.9K
$986K
|
|
|
Nov 13, 2023
Q3 2023
|
Covestor LTD
Boston, MA |
BUY
|
- |
57+ 28.79% |
$1.41K - $1.46K
|
255
$8.13K
|
|
|
Oct 30, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 16, 2023
Q3 2023
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
SELL
|
- |
-94- 0.36% |
$2.33K - $2.41K
|
26.4K
$841K
|
|
|
Nov 13, 2023
Q3 2023
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-844- 3.25% |
$20.9K - $21.7K
|
25.1K
$802K
|
|
|
Nov 15, 2023
Q3 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-1.13K- 29.69% |
$28K - $29K
|
2.68K
$85.4K
|
|
|
Nov 13, 2023
Q3 2023
|
Private Advisory Group LLC
Redmond, WA |
SELL
|
- |
-14.9K- 5.89% |
$370K - $383K
|
239K
$7.61M
|
|
|
Jul 22, 2024
Q3 2023
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-27.5K- 20.33% |
$683K - $707K
|
108K
$3.44M
|