Purchases and Sales Made in Q1 2025 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 2025. 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 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
330K+ 13.42% |
$9.69M - $10.3M
|
2.79M
$79.4M
|
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
229K+ 29.57% |
$6.72M - $7.18M
|
1M
$28.6M
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
151K+ 10.97% |
$4.44M - $4.74M
|
1.53M
$43.5M
|
|
|
Apr 17, 2025
Q1 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
133K+ 516.2% |
$3.92M - $4.18M
|
159K
$4.53M
|
|
|
Apr 17, 2025
Q1 2025
|
Good Life Advisors, LLC
|
BUY
|
- |
127K+ 14.86% |
$3.73M - $3.98M
|
982K
$27.9M
|
|
|
Apr 14, 2025
Q1 2025
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
116K+ 248.77% |
$3.4M - $3.63M
|
162K
$4.62M
|
|
|
Apr 03, 2025
Q1 2025
|
First Hawaiian Bank
|
BUY
|
- |
80.6K+ 82.92% |
$2.37M - $2.52M
|
178K
$5.06M
|
|
|
Apr 03, 2025
Q1 2025
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
76.1K+ 91.41% |
$2.23M - $2.38M
|
159K
$4.53M
|
|
|
Apr 10, 2025
Q1 2025
|
Richard P Slaughter Associates Inc
|
BUY
|
- |
73.4KNew |
$2.15M - $2.3M
|
73.4K
$2.09M
|
|
|
Apr 17, 2025
Q1 2025
|
Keystone Wealth Services, LLC
|
BUY
|
- |
64.8K+ 118.44% |
$1.9M - $2.03M
|
119K
$3.4M
|
|
|
Apr 16, 2025
Q1 2025
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
BUY
|
- |
64.8K+ 6.63% |
$1.9M - $2.03M
|
1.04M
$29.6M
|
|
|
Apr 09, 2025
Q1 2025
|
Hbw Advisory Services LLC
|
BUY
|
- |
48.7K+ 15.9% |
$1.43M - $1.52M
|
355K
$10.1M
|
|
|
Apr 10, 2025
Q1 2025
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
29.4KNew |
$863K - $921K
|
29.4K
$837K
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
28.1K+ 112340.0% |
$824K - $879K
|
28.1K
$799K
|
|
|
Apr 14, 2025
Q1 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
27.7K+ 65.54% |
$812K - $866K
|
69.9K
$1.99M
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
20.6K+ 42.44% |
$604K - $645K
|
69.1K
$1.96M
|
|
|
Apr 10, 2025
Q1 2025
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
- |
16.9K+ 10.92% |
$496K - $530K
|
172K
$4.89M
|
|
|
Apr 07, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
14.8KNew |
$436K - $465K
|
14.8K
$422K
|
|
|
Apr 14, 2025
Q1 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
14.4K+ 20.77% |
$423K - $452K
|
83.9K
$2.39M
|
|
|
Apr 16, 2025
Q1 2025
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
13KNew |
$383K - $409K
|
13K
$371K
|
|
|
Apr 18, 2025
Q1 2025
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
10.1K+ 24.43% |
$296K - $316K
|
51.3K
$1.46M
|
|
|
Apr 15, 2025
Q1 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
9.75K+ 5.5% |
$286K - $305K
|
187K
$5.32M
|
|
|
Apr 17, 2025
Q1 2025
|
Orba Wealth Advisors, L.L.C.
Chicago, IL |
BUY
|
- |
7.2KNew |
$211K - $225K
|
7.2K
$205K
|
|
|
Apr 10, 2025
Q1 2025
|
Accel Wealth Management
|
BUY
|
- |
6.92KNew |
$203K - $217K
|
6.92K
$197K
|
|
|
Apr 10, 2025
Q1 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
6.57K+ 50.84% |
$193K - $206K
|
19.5K
$554K
|
|
|
Apr 18, 2025
Q1 2025
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
5.43K+ 10.76% |
$159K - $170K
|
55.9K
$1.59M
|
|
|
Apr 16, 2025
Q1 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
4.64K+ 2.29% |
$136K - $145K
|
208K
$5.9M
|
|
|
Apr 09, 2025
Q1 2025
|
Signature Securities Group Corporation
|
BUY
|
- |
4.55K+ 5.41% |
$134K - $143K
|
88.7K
$2.52M
|
|
|
Apr 16, 2025
Q1 2025
|
Seros Financial, LLC
Tempe, AZ |
BUY
|
- |
4.47K+ 2.59% |
$131K - $140K
|
177K
$5.04M
|
|
|
Apr 18, 2025
Q1 2025
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
BUY
|
- |
3.94K+ 21.17% |
$116K - $123K
|
22.5K
$641K
|
|
|
Apr 18, 2025
Q1 2025
|
Lion Street Advisors, LLC
|
BUY
|
- |
2.95K+ 5.75% |
$86.6K - $92.5K
|
54.3K
$1.54M
|
|
|
Apr 15, 2025
Q1 2025
|
Fifth Third Bancorp
|
BUY
|
- |
2.7KNew |
$79.2K - $84.5K
|
2.7K
$76.8K
|
|
|
Apr 09, 2025
Q1 2025
|
Pmg Wealth Management, Inc.
Hawthorn Woods, IL |
BUY
|
- |
2.64K+ 1.15% |
$77.3K - $82.5K
|
232K
$6.58M
|
|
|
Apr 11, 2025
Q1 2025
|
Adamsbrown Wealth Consultants LLC
|
BUY
|
- |
2.47K+ 16.07% |
$72.5K - $77.4K
|
17.9K
$508K
|
|
|
Apr 16, 2025
Q1 2025
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
2.12K+ 16.55% |
$62.1K - $66.3K
|
14.9K
$424K
|
|
|
Apr 15, 2025
Q1 2025
|
Noble Wealth Management Pbc
Greenwood Village, CO |
BUY
|
- |
2.07K+ 1.83% |
$60.8K - $64.8K
|
115K
$3.28M
|
|
|
Apr 16, 2025
Q1 2025
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
BUY
|
- |
649+ 3.31% |
$19K - $20.3K
|
20.2K
$576K
|
|
|
Apr 17, 2025
Q1 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
448+ 48.75% |
$13.1K - $14K
|
1.37K
$38.9K
|
|
|
Apr 14, 2025
Q1 2025
|
Rda Financial Network
|
BUY
|
- |
269+ 0.51% |
$7.89K - $8.42K
|
52.7K
$1.5M
|
|
|
Apr 15, 2025
Q1 2025
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
168+ 0.41% |
$4.93K - $5.26K
|
41.1K
$1.17M
|
|
|
Apr 09, 2025
Q1 2025
|
Worth Asset Management, LLC
|
BUY
|
- |
50+ 0.56% |
$1.47K - $1.57K
|
9.03K
$257K
|
|
|
Apr 15, 2025
Q1 2025
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
42+ 0.18% |
$1.23K - $1.32K
|
23.2K
$659K
|
|
|
Apr 11, 2025
Q1 2025
|
Prospect Financial Services LLC
Melville, NY |
SELL
|
- |
-40- 0.39% |
$1.17K - $1.25K
|
10.1K
$288K
|
|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-117- 0.2% |
$3.43K - $3.66K
|
58.1K
$1.65M
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-242- 13.61% |
$7.1K - $7.58K
|
1.54K
$43.7K
|
|
|
Apr 14, 2025
Q1 2025
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-301- 3.34% |
$8.83K - $9.42K
|
8.71K
$248K
|
|
|
Apr 17, 2025
Q1 2025
|
Precedent Wealth Partners, LLC
Houston, TX |
SELL
|
- |
-481- 1.23% |
$14.1K - $15.1K
|
38.5K
$1.1M
|
|
|
Apr 18, 2025
Q1 2025
|
Mayfair Advisory Group, LLC
Birmingham, AL |
SELL
|
- |
-500- 6.62% |
$14.7K - $15.7K
|
7.05K
$201K
|
|
|
Apr 11, 2025
Q1 2025
|
Tower Wealth Partners, Inc.
Lewisburg, PA |
SELL
|
- |
-902- 0.26% |
$26.5K - $28.2K
|
347K
$9.86M
|
|
|
Apr 16, 2025
Q1 2025
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-942- 38.62% |
$27.6K - $29.5K
|
1.5K
$42.6K
|