Purchases and Sales Made in Q3 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 Q3 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 |
---|---|---|---|---|---|---|---|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
1.04M+ 18.69% |
$29.3M - $31.7M
|
6.63M
$212M
|
|
Oct 16, 2024
Q3 2024
|
Good Life Advisors, LLC
|
BUY
|
- |
611K+ 98.03% |
$17.2M - $18.6M
|
1.23M
$39.4M
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
242K+ 42.25% |
$6.8M - $7.36M
|
815K
$26M
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
185K+ 67.75% |
$5.19M - $5.61M
|
457K
$14.6M
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
116K+ 17.01% |
$3.25M - $3.52M
|
796K
$25.4M
|
|
Nov 14, 2024
Q3 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
102K+ 65.24% |
$2.88M - $3.11M
|
259K
$8.27M
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
78.7K+ 19.62% |
$2.21M - $2.39M
|
480K
$15.3M
|
|
Oct 25, 2024
Q3 2024
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
78K+ 7.64% |
$2.19M - $2.37M
|
1.1M
$35M
|
|
Nov 05, 2024
Q3 2024
|
Valtinson Bruner Financial Planning LLC
|
BUY
|
- |
75.4K+ 37.51% |
$2.12M - $2.29M
|
277K
$8.82M
|
|
Oct 30, 2024
Q3 2024
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
70.4K+ 20.38% |
$1.98M - $2.14M
|
416K
$13.3M
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
49.8K+ 9.25% |
$1.4M - $1.51M
|
589K
$18.8M
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
46K+ 16.7% |
$1.29M - $1.4M
|
321K
$10.3M
|
|
Oct 23, 2024
Q3 2024
|
Ergawealth Advisors, Inc.
Oak Brook, IL |
BUY
|
- |
44.6K+ 31.27% |
$1.25M - $1.36M
|
187K
$5.98M
|
|
Nov 05, 2024
Q3 2024
|
Kovack Advisors, Inc.
|
BUY
|
- |
43.7KNew |
$1.23M - $1.33M
|
43.7K
$1.4M
|
|
Nov 13, 2024
Q3 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
42.6K+ 110.38% |
$1.2M - $1.29M
|
81.2K
$2.59M
|
|
Oct 15, 2024
Q3 2024
|
Prism Advisors, Inc.
|
BUY
|
- |
42.6K+ 26.56% |
$1.2M - $1.29M
|
203K
$6.47M
|
|
Nov 04, 2024
Q3 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
34.8K+ 120.57% |
$977K - $1.06M
|
63.6K
$2.03M
|
|
Nov 14, 2024
Q3 2024
|
Cooper Financial Group
|
BUY
|
- |
29.2KNew |
$819K - $886K
|
29.2K
$930K
|
|
Oct 11, 2024
Q3 2024
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
- |
28K+ 84.35% |
$788K - $852K
|
61.3K
$1.95M
|
|
Oct 21, 2024
Q3 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
26.1K+ 56.18% |
$734K - $795K
|
72.7K
$2.32M
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
25.7K+ 17.02% |
$722K - $782K
|
177K
$5.64M
|
|
Oct 30, 2024
Q3 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
25.7K+ 109.07% |
$721K - $781K
|
49.2K
$1.57M
|
|
Oct 16, 2024
Q3 2024
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
25.3KNew |
$711K - $770K
|
25.3K
$808K
|
|
Oct 30, 2024
Q3 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
25.1K+ 48.95% |
$704K - $762K
|
76.3K
$2.43M
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
23K+ 6.65% |
$645K - $698K
|
368K
$11.7M
|
|
Nov 15, 2024
Q3 2024
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
19.5KNew |
$549K - $594K
|
19.5K
$623K
|
|
Nov 14, 2024
Q3 2024
|
Legacy Investment Solutions, LLC
Meridian, ID |
BUY
|
- |
19.5KNew |
$549K - $594K
|
19.5K
$623K
|
|
Oct 28, 2024
Q3 2024
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
BUY
|
- |
18.8KNew |
$527K - $570K
|
18.8K
$599K
|
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
18KNew |
$505K - $547K
|
18K
$574K
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
16.9KNew |
$476K - $515K
|
16.9K
$541K
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
16.9K+ 2.02% |
$474K - $513K
|
854K
$27.2M
|
|
Nov 12, 2024
Q3 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
16.8K+ 134.98% |
$473K - $512K
|
29.3K
$935K
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
16.4K+ 42.71% |
$461K - $499K
|
54.8K
$1.75M
|
|
Oct 25, 2024
Q3 2024
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
14.8K+ 17.55% |
$417K - $451K
|
99.3K
$3.17M
|
|
Nov 01, 2024
Q3 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
14.4K+ 20.95% |
$404K - $437K
|
83K
$2.65M
|
|
Oct 24, 2024
Q3 2024
|
Vima LLC
Troy, MI |
BUY
|
- |
12K+ 46.23% |
$337K - $365K
|
37.9K
$1.21M
|
|
Nov 14, 2024
Q3 2024
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
BUY
|
- |
11.9KNew |
$335K - $363K
|
11.9K
$381K
|
|
Nov 01, 2024
Q3 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
11.9KNew |
$334K - $362K
|
11.9K
$379K
|
|
Nov 14, 2024
Q3 2024
|
Old Mission Capital LLC
|
BUY
|
- |
11.4KNew |
$321K - $347K
|
11.4K
$365K
|
|
Oct 04, 2024
Q3 2024
|
Capital Cs Group, LLC
|
BUY
|
- |
11.2K+ 10.56% |
$314K - $339K
|
117K
$3.73M
|
|
Nov 12, 2024
Q3 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
10.9KNew |
$306K - $331K
|
10.9K
$348K
|
|
Nov 08, 2024
Q3 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
10.6K+ 15.23% |
$297K - $321K
|
80K
$2.55M
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
10KNew |
$281K - $304K
|
10K
$319K
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
8.81K+ 1.42% |
$248K - $268K
|
630K
$20.1M
|
|
Nov 01, 2024
Q3 2024
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
8.8K+ 8.19% |
$247K - $267K
|
116K
$3.71M
|
|
Oct 03, 2024
Q3 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
8.35KNew |
$235K - $254K
|
8.35K
$266K
|
|
Oct 18, 2024
Q3 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
7.41K+ 35.79% |
$208K - $225K
|
28.1K
$897K
|
|
Nov 12, 2024
Q3 2024
|
Signature Securities Group Corporation
|
BUY
|
- |
7.39K+ 23.12% |
$208K - $225K
|
39.3K
$1.26M
|
|
Oct 15, 2024
Q3 2024
|
Prospect Financial Services LLC
Melville, NY |
BUY
|
- |
7.36KNew |
$207K - $224K
|
7.36K
$235K
|
|
Nov 12, 2024
Q3 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
7.35K+ 34.09% |
$206K - $223K
|
28.9K
$922K
|