Purchases and Sales Made in Q1 2024 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 2024. 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 14, 2024
Q1 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
26.1K+ 21.69% |
$687K - $731K
|
147K
$4.55M
|
|
|
May 14, 2024
Q1 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
24.3K+ 43.69% |
$640K - $681K
|
80.1K
$2.48M
|
|
|
Apr 26, 2024
Q1 2024
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
24K+ 61.82% |
$631K - $670K
|
62.8K
$1.95M
|
|
|
May 14, 2024
Q1 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
23.8KNew |
$625K - $665K
|
23.8K
$737K
|
|
|
May 09, 2024
Q1 2024
|
Drake & Associates, LLC
Waukesha, WI |
BUY
|
- |
22.6K+ 6.65% |
$596K - $633K
|
363K
$11.3M
|
|
|
Apr 24, 2024
Q1 2024
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
22.4K+ 92.75% |
$590K - $627K
|
46.6K
$1.44M
|
|
|
Apr 15, 2024
Q1 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
22.3K+ 190.8% |
$585K - $622K
|
33.9K
$1.05M
|
|
|
May 15, 2024
Q1 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
22K+ 598.23% |
$577K - $614K
|
25.6K
$794K
|
|
|
Apr 12, 2024
Q1 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
21.6K+ 19.45% |
$569K - $605K
|
133K
$4.12M
|
|
|
Apr 29, 2024
Q1 2024
|
Financial Futures LTD Liability Co.
|
BUY
|
- |
21.5K+ 10.55% |
$565K - $600K
|
225K
$6.97M
|
|
|
Apr 18, 2024
Q1 2024
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
18.6KNew |
$489K - $520K
|
18.6K
$576K
|
|
|
May 15, 2024
Q1 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
17.8KNew |
$468K - $498K
|
17.8K
$552K
|
|
|
May 13, 2024
Q1 2024
|
Stonebridge Financial Planning Group, LLC
|
BUY
|
- |
17.3K+ 34.66% |
$455K - $483K
|
67.2K
$2.08M
|
|
|
May 13, 2024
Q1 2024
|
Key F Inancial Inc
|
BUY
|
- |
17K+ 5.82% |
$447K - $476K
|
309K
$9.58M
|
|
|
May 14, 2024
Q1 2024
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
16.7K+ 5.41% |
$440K - $468K
|
326K
$10.1M
|
|
|
May 06, 2024
Q1 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
16.1K+ 47.41% |
$423K - $450K
|
50K
$1.55M
|
|
|
Apr 12, 2024
Q1 2024
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
15.3K+ 128.32% |
$402K - $428K
|
27.2K
$844K
|
|
|
May 14, 2024
Q1 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
15.3KNew |
$401K - $426K
|
15.3K
$473K
|
|
|
Apr 22, 2024
Q1 2024
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
BUY
|
- |
14K+ 130.12% |
$369K - $392K
|
24.8K
$768K
|
|
|
May 10, 2024
Q1 2024
|
Imprint Wealth LLC
Mount Pleasant, SC |
BUY
|
- |
12.5KNew |
$329K - $350K
|
12.5K
$388K
|
|
|
May 15, 2024
Q1 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
12.3KNew |
$325K - $345K
|
12.3K
$382K
|
|
|
Apr 23, 2024
Q1 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
12.3K+ 64.51% |
$322K - $343K
|
31.3K
$969K
|
|
|
Apr 15, 2024
Q1 2024
|
Signature Securities Group Corporation
|
BUY
|
- |
11.5K+ 19.71% |
$303K - $322K
|
70K
$2.17M
|
|
|
Apr 24, 2024
Q1 2024
|
Private Trust CO Na
|
BUY
|
- |
11.5K+ 32.62% |
$302K - $321K
|
46.7K
$1.45M
|
|
|
May 02, 2024
Q1 2024
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
11.4KNew |
$301K - $320K
|
11.4K
$355K
|
|
|
Apr 29, 2024
Q1 2024
|
Philip James Wealth Mangement, LLC
Milton, GA |
BUY
|
- |
11.4K+ 5.73% |
$299K - $318K
|
210K
$6.5M
|
|
|
May 14, 2024
Q1 2024
|
Wedbush Securities Inc
|
BUY
|
- |
11K+ 13.91% |
$288K - $307K
|
89.8K
$2.78M
|
|
|
May 15, 2024
Q1 2024
|
Prosperity Financial Group, Inc.
San Ramon, CA |
BUY
|
- |
10.8KNew |
$284K - $302K
|
10.8K
$335K
|
|
|
May 10, 2024
Q1 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
10.6K+ 5.0% |
$280K - $298K
|
224K
$6.93M
|
|
|
May 10, 2024
Q1 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
10.6K+ 51.19% |
$278K - $296K
|
31.2K
$968K
|
|
|
May 13, 2024
Q1 2024
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
10.6K+ 53.17% |
$278K - $296K
|
30.5K
$944K
|
|
|
May 15, 2024
Q1 2024
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
10.6KNew |
$278K - $295K
|
10.6K
$327K
|
|
|
May 08, 2024
Q1 2024
|
Independent Advisor Alliance
|
BUY
|
- |
10.5KNew |
$275K - $293K
|
10.5K
$324K
|
|
|
Apr 22, 2024
Q1 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
10.1KNew |
$265K - $282K
|
10.1K
$312K
|
|
|
May 15, 2024
Q1 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
9.99K+ 73.02% |
$263K - $279K
|
23.7K
$734K
|
|
|
Apr 23, 2024
Q1 2024
|
True Wealth Advisors, LLC
|
BUY
|
- |
9.89K+ 51.51% |
$260K - $276K
|
29.1K
$901K
|
|
|
May 23, 2024
Q1 2024
|
Fsa Advisors, Inc.
Troy, MI |
BUY
|
- |
9.56K+ 54.12% |
$251K - $267K
|
27.2K
$844K
|
|
|
Apr 22, 2024
Q1 2024
|
American Institute For Advanced Investment Management, LLP
|
BUY
|
- |
9.18KNew |
$241K - $257K
|
9.18K
$284K
|
|
|
May 09, 2024
Q1 2024
|
Element Wealth, LLC
|
BUY
|
- |
9KNew |
$237K - $252K
|
9K
$279K
|
|
|
Apr 15, 2024
Q1 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
9KNew |
$237K - $252K
|
9K
$279K
|
|
|
Apr 12, 2024
Q1 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
8.79K+ 5.92% |
$231K - $246K
|
157K
$4.88M
|
|
|
May 15, 2024
Q1 2024
|
Cascade Investment Group, Inc.
Colorado Springs, CO |
BUY
|
- |
8.34KNew |
$219K - $233K
|
8.34K
$259K
|
|
|
Apr 23, 2024
Q1 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
8.22K+ 45.13% |
$216K - $230K
|
26.4K
$819K
|
|
|
Jul 31, 2024
Q1 2024
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
BUY
|
- |
8.2KNew |
$216K - $229K
|
8.2K
$254K
|
|
|
Apr 30, 2024
Q1 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
8.14KNew |
$214K - $228K
|
8.14K
$252K
|
|
|
May 06, 2024
Q1 2024
|
Pfg Advisors
|
BUY
|
- |
8.02KNew |
$211K - $224K
|
8.02K
$249K
|
|
|
May 15, 2024
Q1 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
7.19K+ 17.36% |
$189K - $201K
|
48.6K
$1.51M
|
|
|
May 15, 2024
Q1 2024
|
Trail Ridge Investment Advisors, LLC
|
BUY
|
- |
6.66K+ 5.25% |
$175K - $186K
|
133K
$4.13M
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
6.58K+ 6.54% |
$173K - $184K
|
107K
$3.32M
|
|
|
Apr 30, 2024
Q1 2024
|
Retirement Group, LLC
|
BUY
|
- |
6.11KNew |
$161K - $171K
|
6.11K
$189K
|