Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
1.12M+ 55.62% |
$27.6M - $30.3M
|
3.13M
$99.9M
|
|
|
Mar 01, 2024
Q4 2023
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
763KNew |
$18.8M - $20.7M
|
763K
$24.3M
|
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
489K+ 854.46% |
$12M - $13.3M
|
546K
$17.4M
|
|
|
Jan 12, 2024
Q4 2023
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
385KNew |
$9.49M - $10.4M
|
385K
$12.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
350KNew |
$8.62M - $9.48M
|
350K
$11.2M
|
|
|
Jan 24, 2024
Q4 2023
|
River Tree Advisors, LLC
Winter Park, FL |
BUY
|
- |
324KNew |
$7.97M - $8.77M
|
324K
$10.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
302K+ 45.83% |
$7.43M - $8.18M
|
960K
$30.6M
|
|
|
Feb 14, 2024
Q4 2023
|
Prospera Financial Services Inc
|
BUY
|
- |
295KNew |
$7.27M - $8M
|
295K
$9.41M
|
|
|
Feb 14, 2024
Q4 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
267K+ 1681.21% |
$6.57M - $7.23M
|
282K
$9.01M
|
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
228K+ 138.44% |
$5.61M - $6.17M
|
392K
$12.5M
|
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
150K+ 938.26% |
$3.7M - $4.08M
|
166K
$5.31M
|
|
|
Jan 29, 2024
Q4 2023
|
Pcg Wealth Advisors, LLC
|
BUY
|
- |
142KNew |
$3.49M - $3.84M
|
142K
$4.52M
|
|
|
Feb 05, 2024
Q4 2023
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
140KNew |
$3.45M - $3.8M
|
140K
$4.47M
|
|
|
Feb 09, 2024
Q4 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
119K+ 141.5% |
$2.93M - $3.22M
|
203K
$6.47M
|
|
|
Feb 09, 2024
Q4 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
105K+ 32.33% |
$2.58M - $2.84M
|
428K
$13.7M
|
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
98.4K+ 57.39% |
$2.43M - $2.67M
|
270K
$8.61M
|
|
|
Feb 14, 2024
Q4 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
86.1KNew |
$2.12M - $2.33M
|
86.1K
$2.75M
|
|
|
Jan 08, 2024
Q4 2023
|
Capital Cs Group, LLC
|
BUY
|
- |
83.4KNew |
$2.05M - $2.26M
|
83.4K
$2.66M
|
|
|
Feb 13, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
70.3K+ 744.69% |
$1.73M - $1.91M
|
79.7K
$2.54M
|
|
|
Feb 14, 2024
Q4 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
66.4K+ 45.71% |
$1.64M - $1.8M
|
212K
$6.76M
|
|
|
Jan 17, 2024
Q4 2023
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
52.5KNew |
$1.29M - $1.42M
|
52.5K
$1.68M
|
|
|
Feb 13, 2024
Q4 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
47.1KNew |
$1.16M - $1.28M
|
47.1K
$1.5M
|
|
|
Feb 06, 2024
Q4 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
44.1K+ 116.14% |
$1.09M - $1.2M
|
82.1K
$2.62M
|
|
|
Feb 05, 2024
Q4 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
37.3K+ 374.21% |
$919K - $1.01M
|
47.3K
$1.51M
|
|
|
Feb 08, 2024
Q4 2023
|
First Heartland Consultants, Inc.
|
BUY
|
- |
33.3KNew |
$820K - $902K
|
33.3K
$1.06M
|
|
|
Jan 10, 2024
Q4 2023
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
32.6KNew |
$802K - $882K
|
32.6K
$1.04M
|
|
|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
27K+ 25.6% |
$666K - $732K
|
133K
$4.23M
|
|
|
Feb 02, 2024
Q4 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
25.9KNew |
$638K - $702K
|
25.9K
$826K
|
|
|
Feb 14, 2024
Q4 2023
|
Old Mission Capital LLC
|
BUY
|
- |
22.7KNew |
$559K - $615K
|
22.7K
$723K
|
|
|
Feb 06, 2024
Q4 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
20KNew |
$492K - $541K
|
20K
$637K
|
|
|
Jan 23, 2024
Q4 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
19.3K+ 343.62% |
$475K - $522K
|
24.9K
$794K
|
|
|
Jul 22, 2024
Q4 2023
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
18.9K+ 17.52% |
$466K - $513K
|
127K
$4.04M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
18.9K+ 8.53% |
$465K - $512K
|
240K
$7.66M
|
|
|
Feb 08, 2024
Q4 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
17.4KNew |
$429K - $472K
|
17.4K
$555K
|
|
|
Jan 19, 2024
Q4 2023
|
Signature Securities Group Corporation
|
BUY
|
- |
15.9KNew |
$391K - $431K
|
15.9K
$507K
|
|
|
Feb 02, 2024
Q4 2023
|
Truist Financial Corp
|
BUY
|
- |
15.8KNew |
$390K - $429K
|
15.8K
$505K
|
|
|
Jan 11, 2024
Q4 2023
|
Focus Wealth Advisors, LLC
|
BUY
|
- |
14.1K+ 12.05% |
$346K - $381K
|
131K
$4.17M
|
|
|
Jan 10, 2024
Q4 2023
|
Worth Asset Management, LLC
|
BUY
|
- |
13.6KNew |
$335K - $368K
|
13.6K
$434K
|
|
|
Feb 07, 2024
Q4 2023
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
11.7KNew |
$287K - $316K
|
11.7K
$372K
|
|
|
Jan 30, 2024
Q4 2023
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
BUY
|
- |
11.7KNew |
$287K - $316K
|
11.7K
$372K
|
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
10.3K+ 386.7% |
$255K - $281K
|
13K
$415K
|
|
|
Feb 06, 2024
Q4 2023
|
Valtinson Bruner Financial Planning LLC
|
BUY
|
- |
9.63K+ 9.17% |
$237K - $261K
|
115K
$3.66M
|
|
|
Feb 12, 2024
Q4 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
9.59KNew |
$236K - $260K
|
9.59K
$306K
|
|
|
Jan 17, 2024
Q4 2023
|
Ifg Advisory, LLC
|
BUY
|
- |
9.27KNew |
$228K - $251K
|
9.27K
$296K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
9.06K+ 40.8% |
$223K - $246K
|
31.3K
$998K
|
|
|
Jan 23, 2024
Q4 2023
|
Beacon Financial Advisory LLC
|
BUY
|
- |
8.72KNew |
$215K - $237K
|
8.72K
$278K
|
|
|
Feb 09, 2024
Q4 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
8.55KNew |
$211K - $232K
|
8.55K
$273K
|
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
8.45KNew |
$208K - $229K
|
8.45K
$270K
|
|
|
Feb 01, 2024
Q4 2023
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
6.59KNew |
$162K - $179K
|
6.59K
$210K
|
|
|
Jan 26, 2024
Q4 2023
|
Financial Guidance Group, Inc.
|
BUY
|
- |
6.25K+ 29.68% |
$154K - $169K
|
27.3K
$871K
|