Purchases and Sales Made in Q1 2023 in First Tr Ex Td Viii Ft Cboe Ve (BUFR)
This table provides information about the institutional ownership of First Tr Ex Td Viii Ft Cboe Ve (BUFR) during Q1 2023. The information is specifically focused on institutions that hold shares of FIRST TR EX-TD VIII FT CBOE VE.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Apr 05, 2023
Q1 2023
|
Rovin Capital
|
BUY
|
- |
12.7KNew |
$281K - $300K
|
12.7K
$395K
|
|
Apr 24, 2023
Q1 2023
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
12.5K+ 25.81% |
$275K - $294K
|
60.7K
$1.88M
|
|
May 02, 2023
Q1 2023
|
True Capital Management
San Francisco, CA |
BUY
|
- |
11.4KNew |
$251K - $268K
|
11.4K
$353K
|
|
Apr 19, 2023
Q1 2023
|
Navalign, LLC
|
BUY
|
- |
11K+ 15.75% |
$242K - $258K
|
80.5K
$2.5M
|
|
Apr 10, 2023
Q1 2023
|
Drake & Associates, LLC
Waukesha, WI |
BUY
|
- |
10.3K+ 3.77% |
$227K - $242K
|
283K
$8.77M
|
|
May 15, 2023
Q1 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
10.2K+ 6399.38% |
$226K - $241K
|
10.4K
$322K
|
|
May 15, 2023
Q1 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
9.85K+ 35.58% |
$217K - $232K
|
37.5K
$1.16M
|
|
May 10, 2023
Q1 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
9.36K+ 4.86% |
$207K - $221K
|
202K
$6.25M
|
|
Apr 13, 2023
Q1 2023
|
Cambridge Advisors Inc.
|
BUY
|
- |
9K+ 24.68% |
$199K - $212K
|
45.5K
$1.41M
|
|
May 02, 2023
Q1 2023
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
8.82KNew |
$195K - $208K
|
8.82K
$273K
|
|
Apr 18, 2023
Q1 2023
|
Beacon Financial Advisory LLC
|
BUY
|
- |
8.74KNew |
$193K - $206K
|
8.74K
$271K
|
|
May 15, 2023
Q1 2023
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
8.74K+ 28.72% |
$193K - $206K
|
39.2K
$1.21M
|
|
May 01, 2023
Q1 2023
|
Lincoln National Corp
|
BUY
|
- |
8.52KNew |
$188K - $201K
|
8.52K
$264K
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
8.48K+ 12.48% |
$187K - $200K
|
76.4K
$2.37M
|
|
May 09, 2023
Q1 2023
|
Integrity Financial Corp
|
BUY
|
- |
7.84K+ 8.25% |
$173K - $185K
|
103K
$3.19M
|
|
Aug 13, 2024
Q1 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
6.5K+ 78.55% |
$144K - $153K
|
14.8K
$458K
|
|
Oct 30, 2023
Q1 2023
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
- |
6.45K+ 16.86% |
$142K - $152K
|
44.7K
$1.39M
|
|
Apr 27, 2023
Q1 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
6.11KNew |
$135K - $144K
|
6.11K
$189K
|
|
May 05, 2023
Q1 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
5.9K+ 6.23% |
$130K - $139K
|
101K
$3.12M
|
|
May 11, 2023
Q1 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
5.66K+ 135.62% |
$125K - $133K
|
9.83K
$305K
|
|
Apr 27, 2023
Q1 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
4.79K+ 5.23% |
$106K - $113K
|
96.3K
$2.98M
|
|
May 17, 2023
Q1 2023
|
Centaurus Financial, Inc.
|
BUY
|
- |
4.47K+ 1.61% |
$98.8K - $105K
|
282K
$8.75M
|
|
May 04, 2023
Q1 2023
|
Tower Wealth Partners, Inc.
Lewisburg, PA |
BUY
|
- |
4.14K+ 1.28% |
$91.3K - $97.5K
|
326K
$10.1M
|
|
Apr 17, 2023
Q1 2023
|
Atticus Wealth Management, LLC
|
BUY
|
- |
4.03KNew |
$88.9K - $94.9K
|
4.03K
$125K
|
|
Apr 20, 2023
Q1 2023
|
Kovack Advisors, Inc.
|
BUY
|
- |
3.88K+ 6.7% |
$85.6K - $91.5K
|
61.8K
$1.91M
|
|
May 12, 2023
Q1 2023
|
Ubs Group Ag
|
BUY
|
- |
3.73KNew |
$82.4K - $88K
|
3.73K
$116K
|
|
May 11, 2023
Q1 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
3.05K+ 11.8% |
$67.4K - $71.9K
|
28.9K
$896K
|
|
Aug 15, 2023
Q1 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
2.86K+ 10.62% |
$63K - $67.3K
|
29.7K
$922K
|
|
May 15, 2023
Q1 2023
|
Harvest Investment Services, LLC
|
BUY
|
- |
2.61K+ 28.01% |
$57.6K - $61.5K
|
11.9K
$369K
|
|
May 17, 2023
Q1 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
2.3KNew |
$50.7K - $54.1K
|
2.3K
$71.2K
|
|
May 11, 2023
Q1 2023
|
Madrona Financial Services, LLC
|
BUY
|
- |
2.2K+ 1.95% |
$48.6K - $51.9K
|
115K
$3.56M
|
|
May 04, 2023
Q1 2023
|
Larson Financial Group LLC
|
BUY
|
- |
2.03K+ 10.89% |
$44.7K - $47.7K
|
20.6K
$639K
|
|
May 05, 2023
Q1 2023
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
1.77KNew |
$39.1K - $41.8K
|
1.77K
$54.9K
|
|
May 10, 2023
Q1 2023
|
Cooper Financial Group
|
BUY
|
- |
1.43K+ 13.66% |
$31.5K - $33.6K
|
11.9K
$368K
|
|
Apr 11, 2023
Q1 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
1.38K+ 4.06% |
$30.5K - $32.5K
|
35.4K
$1.1M
|
|
Apr 27, 2023
Q1 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
1.34K+ 5.56% |
$29.6K - $31.6K
|
25.4K
$788K
|
|
May 03, 2023
Q1 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
870+ 4.63% |
$19.2K - $20.5K
|
19.7K
$609K
|
|
Apr 24, 2023
Q1 2023
|
Fifth Third Bancorp
|
BUY
|
- |
645New |
$14.2K - $15.2K
|
645
$20K
|
|
Apr 10, 2023
Q1 2023
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
614+ 6.73% |
$13.6K - $14.5K
|
9.74K
$302K
|
|
May 10, 2023
Q1 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
575+ 7.01% |
$12.7K - $13.6K
|
8.78K
$272K
|
|
Apr 17, 2023
Q1 2023
|
Ignite Planners, LLC
|
BUY
|
- |
500+ 2.65% |
$11K - $11.8K
|
19.3K
$599K
|
|
Apr 28, 2023
Q1 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
420+ 1.4% |
$9.27K - $9.9K
|
30.3K
$940K
|
|
Apr 27, 2023
Q1 2023
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
369New |
$8.15K - $8.7K
|
369
$11.4K
|
|
Aug 30, 2023
Q1 2023
|
Western Wealth Management, LLC
|
BUY
|
- |
266+ 0.58% |
$5.87K - $6.27K
|
46.3K
$1.44M
|
|
May 05, 2023
Q1 2023
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
238+ 1.25% |
$5.26K - $5.61K
|
19.3K
$597K
|
|
May 09, 2023
Q1 2023
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
137+ 0.07% |
$3.02K - $3.23K
|
187K
$5.81M
|
|
Apr 27, 2023
Q1 2023
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-19- 0.3% |
$420 - $448
|
6.24K
$193K
|
|
Apr 06, 2023
Q1 2023
|
Alliance Wealth Advisors, LLC
|
SELL
|
- |
-72- 0.11% |
$1.59K - $1.7K
|
62.7K
$1.94M
|
|
May 11, 2023
Q1 2023
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-111- 0.49% |
$2.45K - $2.62K
|
22.8K
$705K
|
|
Apr 17, 2023
Q1 2023
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-126- 0.45% |
$2.78K - $2.97K
|
28.1K
$872K
|