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 |
|---|---|---|---|---|---|---|---|
|
May 12, 2023
Q1 2023
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-146- 1.55% |
$3.22K - $3.44K
|
9.26K
$287K
|
|
|
May 03, 2023
Q1 2023
|
Ascension Capital Advisors, Inc.
Houston, TX |
SELL
|
- |
-178- 0.43% |
$3.93K - $4.2K
|
41.6K
$1.29M
|
|
|
Apr 12, 2023
Q1 2023
|
Rda Financial Network
|
SELL
|
- |
-649- 1.22% |
$14.3K - $15.3K
|
52.7K
$1.63M
|
|
|
May 08, 2023
Q1 2023
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-676- 8.0% |
$14.9K - $15.9K
|
7.78K
$241K
|
|
|
Sep 11, 2024
Q1 2023
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-956- 3.92% |
$21.1K - $22.5K
|
23.5K
$727K
|
|
|
May 02, 2023
Q1 2023
|
Pitti Group Wealth Management, LLC
|
SELL
|
- |
-1.3K- 0.65% |
$28.7K - $30.7K
|
199K
$6.17M
|
|
|
May 11, 2023
Q1 2023
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-1.77K- 11.72% |
$39K - $41.7K
|
13.3K
$412K
|
|
|
May 11, 2023
Q1 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-2.26K- 0.46% |
$49.9K - $53.3K
|
490K
$15.2M
|
|
|
Apr 11, 2023
Q1 2023
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-2.67K- 15.05% |
$58.9K - $62.9K
|
15.1K
$467K
|
|
|
May 05, 2023
Q1 2023
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-2.82K- 11.35% |
$62.2K - $66.4K
|
22K
$682K
|
|
|
May 01, 2023
Q1 2023
|
Truadvice, LLC
Sarasota, FL |
SELL
|
- |
-4.35K- 2.58% |
$96K - $103K
|
164K
$5.09M
|
|
|
Apr 13, 2023
Q1 2023
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
SELL
|
- |
-5.6K- 4.62% |
$124K - $132K
|
116K
$3.58M
|
|
|
May 15, 2023
Q1 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-6.18K- 9.53% |
$136K - $146K
|
58.6K
$1.82M
|
|
|
May 15, 2023
Q1 2023
|
Stephens Inc
|
SELL
|
- |
-6.33K- 11.81% |
$140K - $149K
|
47.2K
$1.46M
|
|
|
Apr 07, 2023
Q1 2023
|
Hbw Advisory Services LLC
|
SELL
|
- |
-6.53K- 13.68% |
$144K - $154K
|
41.2K
$1.28M
|
|
|
Apr 14, 2023
Q1 2023
|
Sweet Financial Partners, LLC
|
SELL
|
- |
-6.71K- 1.29% |
$148K - $158K
|
513K
$15.9M
|
|
|
May 12, 2023
Q1 2023
|
Quantitative Advantage, LLC
Minnetonka, MN |
SELL
|
- |
-8.58K- 8.42% |
$189K - $202K
|
93.3K
$2.89M
|
|
|
May 15, 2023
Q1 2023
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-9.98K- 5.7% |
$220K - $235K
|
165K
$5.12M
|
|
|
May 10, 2023
Q1 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-13.2K- 5.63% |
$291K - $310K
|
221K
$6.84M
|
|
|
May 05, 2023
Q1 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-16.9K- 9.17% |
$372K - $397K
|
167K
$5.17M
|
|
|
Apr 27, 2023
Q1 2023
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-16.9K- 52.6% |
$373K - $398K
|
15.2K
$471K
|
|
|
May 05, 2023
Q1 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-17.2K- 66.16% |
$381K - $406K
|
8.82K
$273K
|
|
|
Apr 20, 2023
Q1 2023
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-23.9K- 43.7% |
$527K - $563K
|
30.7K
$952K
|
|
|
Apr 20, 2023
Q1 2023
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-37.3K- 48.45% |
$823K - $879K
|
39.6K
$1.23M
|
|
|
Apr 18, 2023
Q1 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-46.7K- 37.55% |
$1.03M - $1.1M
|
77.7K
$2.41M
|
|
|
May 12, 2023
Q1 2023
|
Masso Torrence Wealth Management Inc.
|
SELL
|
- |
-51.3K- 78.86% |
$1.13M - $1.21M
|
13.8K
$426K
|
|
|
May 02, 2023
Q1 2023
|
Arkadios Wealth Advisors
|
SELL
|
- |
-67.4K- 7.52% |
$1.49M - $1.59M
|
829K
$25.7M
|
|
|
Apr 18, 2023
Q1 2023
|
Clarus Group, Inc.
|
SELL
|
- |
-72K- 20.78% |
$1.59M - $1.7M
|
275K
$8.51M
|
|
|
May 01, 2023
Q1 2023
|
Money Concepts Capital Corp
|
SELL
|
- |
-106K- 88.1% |
$2.33M - $2.49M
|
14.3K
$442K
|
|
|
May 12, 2023
Q1 2023
|
Private Advisory Group LLC
Redmond, WA |
SELL
|
- |
-114K- 45.88% |
$2.52M - $2.69M
|
135K
$4.17M
|
|
|
Jun 14, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-163K- 14.97% |
$3.6M - $3.85M
|
926K
$28.7M
|
|
|
Aug 26, 2024
Q1 2023
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-228K- 86.83% |
$5.04M - $5.38M
|
34.6K
$1.07M
|
|
|
May 11, 2023
Q1 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-259K- 14.33% |
$5.72M - $6.11M
|
1.55M
$48M
|
|
|
May 12, 2023
Q1 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-406K- 68.63% |
$8.95M - $9.56M
|
185K
$5.74M
|
|
|
May 10, 2023
Q1 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-442K- 40.4% |
$9.75M - $10.4M
|
651K
$20.2M
|
|
|
May 08, 2023
Q1 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
SELL
|
- |
-674K- 61.69% |
$14.9M - $15.9M
|
419K
$13M
|