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 07, 2024
Q1 2024
|
North Rock Partners, LLC
|
BUY
|
- |
5.97K+ 2.26% |
$157K - $167K
|
270K
$8.38M
|
|
|
May 10, 2024
Q1 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
5.95K+ 11.04% |
$157K - $166K
|
59.8K
$1.85M
|
|
|
Apr 05, 2024
Q1 2024
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
5.94K+ 124.35% |
$156K - $166K
|
10.7K
$332K
|
|
|
May 03, 2024
Q1 2024
|
Clarity Capital Partners LLC
Newport Beach, CA |
BUY
|
- |
5.54K+ 32.11% |
$146K - $155K
|
22.8K
$706K
|
|
|
Apr 23, 2024
Q1 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
5.46K+ 41.72% |
$144K - $153K
|
18.6K
$575K
|
|
|
May 08, 2024
Q1 2024
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
5.37K+ 32.77% |
$141K - $150K
|
21.8K
$675K
|
|
|
May 13, 2024
Q1 2024
|
Harvest Investment Services, LLC
|
BUY
|
- |
4.86K+ 30.63% |
$128K - $136K
|
20.7K
$643K
|
|
|
Apr 19, 2024
Q1 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
4.8K+ 23.32% |
$126K - $134K
|
25.4K
$786K
|
|
|
May 02, 2024
Q1 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
4.2K+ 10.71% |
$110K - $117K
|
43.4K
$1.35M
|
|
|
May 03, 2024
Q1 2024
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
4.2K+ 5.4% |
$110K - $117K
|
81.9K
$2.54M
|
|
|
Apr 16, 2024
Q1 2024
|
Cambridge Advisors Inc.
|
BUY
|
- |
3.8K+ 3.29% |
$99.8K - $106K
|
119K
$3.69M
|
|
|
Aug 09, 2024
Q1 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
3.63KNew |
$95.3K - $101K
|
3.63K
$112K
|
|
|
May 10, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
3.52K+ 84.09% |
$92.6K - $98.4K
|
7.71K
$239K
|
|
|
May 09, 2024
Q1 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
3.46K+ 13.52% |
$91K - $96.7K
|
29.1K
$900K
|
|
|
Apr 26, 2024
Q1 2024
|
Pinnacle Associates LTD
|
BUY
|
- |
2.62K+ 8.62% |
$68.8K - $73.1K
|
33K
$1.02M
|
|
|
Apr 29, 2024
Q1 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
2.51K+ 2.54% |
$66K - $70.2K
|
101K
$3.14M
|
|
|
Apr 23, 2024
Q1 2024
|
Fifth Third Bancorp
|
BUY
|
- |
2.44KNew |
$64.2K - $68.3K
|
2.44K
$75.7K
|
|
|
Apr 16, 2024
Q1 2024
|
Alliance Wealth Advisors, LLC
|
BUY
|
- |
2.2K+ 8.73% |
$58K - $61.6K
|
27.5K
$851K
|
|
|
May 15, 2024
Q1 2024
|
Concorde Asset Management, LLC
|
BUY
|
- |
2.13K+ 0.35% |
$55.9K - $59.4K
|
615K
$19.1M
|
|
|
May 13, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
1.8KNew |
$47.3K - $50.3K
|
1.8K
$55.8K
|
|
|
May 15, 2024
Q1 2024
|
Comerica Bank
|
BUY
|
- |
1.71K+ 608.93% |
$44.8K - $47.7K
|
1.99K
$61.5K
|
|
|
Apr 16, 2024
Q1 2024
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
1.66KNew |
$43.7K - $46.5K
|
1.66K
$51.5K
|
|
|
May 01, 2024
Q1 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
1.62K+ 3.58% |
$42.5K - $45.2K
|
46.8K
$1.45M
|
|
|
May 10, 2024
Q1 2024
|
Citigroup Inc
|
BUY
|
- |
1.6KNew |
$42.1K - $44.7K
|
1.6K
$49.6K
|
|
|
Apr 18, 2024
Q1 2024
|
Tower Wealth Partners, Inc.
Lewisburg, PA |
BUY
|
- |
1.48K+ 0.41% |
$39K - $41.4K
|
362K
$11.2M
|
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
1.36K+ 10.6% |
$35.8K - $38K
|
14.2K
$440K
|
|
|
Aug 16, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
1.36K+ 10.6% |
$35.8K - $38K
|
14.2K
$440K
|
|
|
Apr 30, 2024
Q1 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
1.28K+ 308.94% |
$33.6K - $35.8K
|
1.69K
$52.5K
|
|
|
Apr 30, 2024
Q1 2024
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
1.25K+ 4.81% |
$32.9K - $35K
|
27.3K
$844K
|
|
|
May 15, 2024
Q1 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
1.15KNew |
$30.2K - $32.2K
|
1.15K
$35.6K
|
|
|
May 06, 2024
Q1 2024
|
Assetmark, Inc
|
BUY
|
- |
883+ 88.12% |
$23.2K - $24.7K
|
1.89K
$58.4K
|
|
|
Apr 26, 2024
Q1 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
830+ 0.23% |
$21.8K - $23.2K
|
364K
$11.3M
|
|
|
May 10, 2024
Q1 2024
|
Secured Retirement Advisors, LLC
St Louis Park, MN |
BUY
|
- |
822+ 0.7% |
$21.6K - $23K
|
119K
$3.67M
|
|
|
May 14, 2024
Q1 2024
|
Ssi Investment Management LLC
Los Angeles, CA |
BUY
|
- |
780+ 0.42% |
$20.5K - $21.8K
|
185K
$5.74M
|
|
|
Apr 30, 2024
Q1 2024
|
Macroview Investment Management LLC
|
BUY
|
- |
683+ 175.58% |
$18K - $19.1K
|
1.07K
$33.2K
|
|
|
Apr 12, 2024
Q1 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
583+ 3.53% |
$15.3K - $16.3K
|
17.1K
$529K
|
|
|
May 10, 2024
Q1 2024
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
371+ 20.47% |
$9.76K - $10.4K
|
2.18K
$67.7K
|
|
|
May 14, 2024
Q1 2024
|
Private Advisory Group LLC
Redmond, WA |
BUY
|
- |
361+ 1.11% |
$9.49K - $10.1K
|
32.9K
$1.02M
|
|
|
Apr 11, 2024
Q1 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
361+ 0.06% |
$9.49K - $10.1K
|
640K
$19.8M
|
|
|
May 03, 2024
Q1 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
202+ 1.31% |
$5.31K - $5.65K
|
15.6K
$484K
|
|
|
Jun 21, 2024
Q1 2024
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
73New |
$1.92K - $2.04K
|
73
$2.26K
|
|
|
Apr 24, 2024
Q1 2024
|
Pitti Group Wealth Management, LLC
|
BUY
|
- |
64+ 0.02% |
$1.68K - $1.79K
|
415K
$12.9M
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
53New |
$1.39K - $1.48K
|
53
$1.64K
|
|
|
Jul 17, 2024
Q1 2024
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
53New |
$1.39K - $1.48K
|
53
$1.64K
|
|
|
May 13, 2024
Q1 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
30New |
$789 - $839
|
30
$930
|
|
|
May 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
20New |
$526 - $559
|
20
$620
|
|
|
May 14, 2024
Q1 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
15+ 0.07% |
$395 - $419
|
20.1K
$623K
|
|
|
May 15, 2024
Q1 2024
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
10+ 0.98% |
$263 - $280
|
1.04K
$32.1K
|
|
|
Aug 08, 2024
Q1 2024
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-30Closed |
$789 - $839
|
0
$0
|
|
|
Apr 22, 2024
Q1 2024
|
Echo Wealth Management, LLC
|
SELL
|
- |
-115- 1.31% |
$3.02K - $3.22K
|
8.68K
$269K
|