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 |
|---|---|---|---|---|---|---|---|
|
Apr 18, 2024
Q1 2024
|
Iams Wealth Management, LLC
Omaha, NE |
SELL
|
- |
-54K- 47.97% |
$1.42M - $1.51M
|
58.6K
$1.82M
|
|
|
May 06, 2024
Q1 2024
|
Advisory Services Network, LLC
|
SELL
|
- |
-55.1K- 82.3% |
$1.45M - $1.54M
|
11.8K
$368K
|
|
|
May 13, 2024
Q1 2024
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-79K- 6.45% |
$2.08M - $2.21M
|
1.15M
$35.6M
|
|
|
Apr 15, 2024
Q1 2024
|
River Tree Advisors, LLC
Winter Park, FL |
SELL
|
- |
-79.8K- 19.07% |
$2.1M - $2.23M
|
338K
$10.5M
|
|
|
Apr 19, 2024
Q1 2024
|
Pcg Wealth Advisors, LLC
|
SELL
|
- |
-82.7K- 46.02% |
$2.18M - $2.31M
|
97K
$3.01M
|
|
|
May 14, 2024
Q1 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-84.2K- 7.94% |
$2.21M - $2.35M
|
977K
$30.3M
|
|
|
May 15, 2024
Q1 2024
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-125K- 15.02% |
$3.28M - $3.49M
|
706K
$21.9M
|
|
|
Apr 24, 2024
Q1 2024
|
N.E.W. Advisory Services LLC
|
SELL
|
- |
-172K- 52.05% |
$4.51M - $4.8M
|
158K
$4.91M
|
|
|
Aug 13, 2024
Q1 2024
|
Prospera Financial Services Inc
|
SELL
|
- |
-380K- 54.25% |
$9.99M - $10.6M
|
320K
$9.95M
|
|
|
Apr 23, 2024
Q1 2024
|
Sweet Financial Partners, LLC
|
SELL
|
- |
-411K- 82.3% |
$10.8M - $11.5M
|
88.3K
$2.74M
|
|
|
May 13, 2024
Q1 2024
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-491K- 60.02% |
$12.9M - $13.7M
|
327K
$10.2M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-613K- 45.15% |
$16.1M - $17.1M
|
745K
$23.1M
|
|
|
May 14, 2024
Q1 2024
|
Kickstand Ventures, Llc.
Pittsford, NY |
SELL
|
- |
-653K- 98.04% |
$17.2M - $18.3M
|
13.1K
$406K
|
|
|
Apr 16, 2024
Q1 2024
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-763K- 63.3% |
$20.1M - $21.3M
|
442K
$13.7M
|
|
|
Nov 05, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-1.17M- 32.03% |
$30.7M - $32.6M
|
2.48M
$76.9M
|
|
|
May 15, 2024
Q1 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-2.8M- 96.68% |
$73.6M - $78.2M
|
96.1K
$2.99M
|