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 02, 2024
Q1 2024
|
Magnolia Capital Advisors LLC
Jackson, MS |
SELL
|
- |
-116- 0.21% |
$3.05K - $3.24K
|
55.2K
$1.72M
|
|
|
Apr 26, 2024
Q1 2024
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-123- 0.34% |
$3.23K - $3.44K
|
36.2K
$1.13M
|
|
|
Sep 11, 2024
Q1 2024
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-135- 0.69% |
$3.55K - $3.77K
|
19.3K
$600K
|
|
|
Apr 11, 2024
Q1 2024
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-143- 1.29% |
$3.76K - $4K
|
10.9K
$339K
|
|
|
May 09, 2024
Q1 2024
|
Private Portfolio Partners LLC
|
SELL
|
- |
-156- 1.87% |
$4.1K - $4.36K
|
8.19K
$254K
|
|
|
Apr 29, 2024
Q1 2024
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-174- 2.62% |
$4.58K - $4.87K
|
6.46K
$201K
|
|
|
Apr 23, 2024
Q1 2024
|
Masso Torrence Wealth Management Inc.
|
SELL
|
- |
-375- 4.58% |
$9.86K - $10.5K
|
7.82K
$243K
|
|
|
May 21, 2024
Q1 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-437- 0.3% |
$11.5K - $12.2K
|
144K
$4.47M
|
|
|
May 14, 2024
Q1 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
SELL
|
- |
-500- 6.13% |
$13.2K - $14K
|
7.65K
$238K
|
|
|
Apr 15, 2024
Q1 2024
|
Apeiron Ria LLC
|
SELL
|
- |
-667- 5.21% |
$17.5K - $18.6K
|
12.1K
$377K
|
|
|
Apr 11, 2024
Q1 2024
|
Rda Financial Network
|
SELL
|
- |
-721- 1.45% |
$19K - $20.2K
|
48.9K
$1.52M
|
|
|
Apr 10, 2024
Q1 2024
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-786- 8.11% |
$20.7K - $22K
|
8.91K
$277K
|
|
|
May 07, 2024
Q1 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-1.18K- 0.2% |
$31K - $33K
|
596K
$18.5M
|
|
|
May 15, 2024
Q1 2024
|
Stephens Inc
|
SELL
|
- |
-1.59K- 4.18% |
$41.7K - $44.3K
|
36.4K
$1.13M
|
|
|
Apr 09, 2024
Q1 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
SELL
|
- |
-1.64K- 12.08% |
$43.2K - $45.9K
|
12K
$371K
|
|
|
Apr 29, 2024
Q1 2024
|
Onyx Bridge Wealth Group LLC
|
SELL
|
- |
-1.97K- 2.01% |
$51.7K - $55K
|
95.9K
$2.98M
|
|
|
Apr 11, 2024
Q1 2024
|
Purus Wealth Management, LLC
|
SELL
|
- |
-2.02K- 0.97% |
$53.2K - $56.5K
|
207K
$6.44M
|
|
|
Apr 30, 2024
Q1 2024
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-2.11K- 4.41% |
$55.4K - $58.9K
|
45.7K
$1.42M
|
|
|
May 14, 2024
Q1 2024
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
SELL
|
- |
-2.5K- 22.03% |
$65.8K - $69.9K
|
8.85K
$275K
|
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-2.6K- 1.18% |
$68.5K - $72.8K
|
218K
$6.77M
|
|
|
May 02, 2024
Q1 2024
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
SELL
|
- |
-3.3K- 3.17% |
$86.7K - $92.2K
|
101K
$3.12M
|
|
|
Apr 30, 2024
Q1 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
SELL
|
- |
-4.49K- 3.53% |
$118K - $126K
|
123K
$3.82M
|
|
|
Apr 22, 2024
Q1 2024
|
Clarus Group, Inc.
|
SELL
|
- |
-5.26K- 2.72% |
$138K - $147K
|
188K
$5.85M
|
|
|
Oct 17, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-5.9K- 29.37% |
$155K - $165K
|
14.2K
$441K
|
|
|
May 09, 2024
Q1 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-6K- 4.93% |
$158K - $168K
|
116K
$3.6M
|
|
|
May 06, 2024
Q1 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-6.51K- 1.26% |
$171K - $182K
|
512K
$15.9M
|
|
|
May 16, 2024
Q1 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-6.52K- 29.91% |
$171K - $182K
|
15.3K
$474K
|
|
|
May 02, 2024
Q1 2024
|
Integrity Financial Corp
|
SELL
|
- |
-7.37K- 5.63% |
$194K - $206K
|
123K
$3.83M
|
|
|
Apr 22, 2024
Q1 2024
|
Simpli Fi, Inc.
|
SELL
|
- |
-7.94K- 2.0% |
$209K - $222K
|
389K
$12.1M
|
|
|
Apr 10, 2024
Q1 2024
|
Schulz Wealth, Ltd.
Mansfield, TX |
SELL
|
- |
-9.24K- 2.8% |
$243K - $258K
|
321K
$9.99M
|
|
|
May 16, 2024
Q1 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-9.88K- 18.03% |
$260K - $276K
|
44.9K
$1.39M
|
|
|
May 09, 2024
Q1 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-10.8K- 4.83% |
$284K - $302K
|
213K
$6.61M
|
|
|
Apr 30, 2024
Q1 2024
|
Arkadios Wealth Advisors
|
SELL
|
- |
-11.3K- 1.66% |
$298K - $317K
|
671K
$20.9M
|
|
|
Apr 15, 2024
Q1 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-12K- 22.08% |
$316K - $336K
|
42.3K
$1.32M
|
|
|
May 15, 2024
Q1 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-13K- 14.7% |
$341K - $362K
|
75.2K
$2.34M
|
|
|
Dec 26, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-13K- 62.73% |
$341K - $363K
|
7.71K
$239K
|
|
|
Jul 30, 2024
Q1 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-13.6K- 20.63% |
$357K - $379K
|
52.2K
$1.62M
|
|
|
May 02, 2024
Q1 2024
|
Good Life Advisors, LLC
|
SELL
|
- |
-14.7K- 1.6% |
$386K - $410K
|
904K
$28.1M
|
|
|
Apr 19, 2024
Q1 2024
|
Madrona Financial Services, LLC
|
SELL
|
- |
-16K- 17.29% |
$422K - $448K
|
76.7K
$2.38M
|
|
|
Apr 12, 2024
Q1 2024
|
Columbia Advisory Partners LLC
|
SELL
|
- |
-18.4K- 7.64% |
$485K - $515K
|
223K
$6.92M
|
|
|
May 16, 2024
Q1 2024
|
Wealth Plan Investment Management, LLC
Omaha, NE |
SELL
|
- |
-21.2K- 5.45% |
$556K - $592K
|
367K
$11.4M
|
|
|
May 07, 2024
Q1 2024
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-23.1K- 22.61% |
$608K - $646K
|
79.1K
$2.46M
|
|
|
May 10, 2024
Q1 2024
|
Aifg Consultants Ltd.
Halfmoon, NY |
SELL
|
- |
-23.4K- 18.14% |
$615K - $654K
|
105K
$3.28M
|
|
|
May 06, 2024
Q1 2024
|
Vital Stone Financial, LLC
Shavano Park, TX |
SELL
|
- |
-26.5K- 14.62% |
$697K - $741K
|
155K
$4.81M
|
|
|
May 14, 2024
Q1 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-29.4K- 23.55% |
$774K - $823K
|
95.5K
$2.97M
|
|
|
May 13, 2024
Q1 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-32K- 13.73% |
$841K - $894K
|
201K
$6.25M
|
|
|
May 14, 2024
Q1 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
SELL
|
- |
-39K- 6.63% |
$1.03M - $1.09M
|
550K
$17.1M
|
|
|
May 02, 2024
Q1 2024
|
Western Wealth Management, LLC
|
SELL
|
- |
-39.1K- 64.56% |
$1.03M - $1.09M
|
21.5K
$667K
|
|
|
Aug 08, 2024
Q1 2024
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-50.3K- 20.73% |
$1.32M - $1.41M
|
192K
$5.97M
|
|
|
May 06, 2024
Q1 2024
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-50.3K- 24.91% |
$1.32M - $1.41M
|
152K
$4.71M
|