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
|
Bernard Wealth Management Corp.
Royal Oak, MI |
SELL
|
- |
-1.2K- 57.89% |
$35.2K - $37.6K
|
873
$24.8K
|
|
|
Apr 10, 2025
Q1 2025
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
SELL
|
- |
-1.49K- 0.27% |
$43.7K - $46.6K
|
557K
$15.9M
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-1.73K- 1.81% |
$50.8K - $54.2K
|
94.1K
$2.68M
|
|
|
Apr 14, 2025
Q1 2025
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-2.2K- 13.7% |
$64.7K - $69K
|
13.9K
$395K
|
|
|
Apr 08, 2025
Q1 2025
|
Hfg Wealth Management, LLC
The Woodlands, TX |
SELL
|
- |
-3.36K- 1.65% |
$98.5K - $105K
|
201K
$5.7M
|
|
|
Apr 15, 2025
Q1 2025
|
Chris Bulman Inc
Roseville, CA |
SELL
|
- |
-3.38K- 1.17% |
$99.1K - $106K
|
285K
$8.11M
|
|
|
Apr 16, 2025
Q1 2025
|
American Institute For Advanced Investment Management, LLP
|
SELL
|
- |
-3.39K- 9.68% |
$99.3K - $106K
|
31.6K
$898K
|
|
|
Apr 14, 2025
Q1 2025
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-4.11K- 20.22% |
$121K - $129K
|
16.2K
$462K
|
|
|
Apr 14, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-14.3K- 96.63% |
$421K - $449K
|
500
$14.2K
|
|
|
Apr 16, 2025
Q1 2025
|
New Century Financial Group, LLC
Princeton, NJ |
SELL
|
- |
-14.5K- 46.04% |
$425K - $454K
|
17K
$483K
|
|
|
Apr 17, 2025
Q1 2025
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-20K- 30.86% |
$588K - $628K
|
44.9K
$1.28M
|
|
|
Apr 15, 2025
Q1 2025
|
Columbia Advisory Partners LLC
|
SELL
|
- |
-21.5K- 40.72% |
$629K - $672K
|
31.2K
$888K
|
|
|
Apr 09, 2025
Q1 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
SELL
|
- |
-32.3K- 95.61% |
$947K - $1.01M
|
1.48K
$42.1K
|
|
|
Apr 17, 2025
Q1 2025
|
River Tree Advisors, LLC
Winter Park, FL |
SELL
|
- |
-36.2K- 11.67% |
$1.06M - $1.13M
|
274K
$7.8M
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-41K- 11.83% |
$1.2M - $1.28M
|
305K
$8.68M
|
|
|
Apr 11, 2025
Q1 2025
|
Pitti Group Wealth Management, LLC
|
SELL
|
- |
-50.6K- 86.84% |
$1.48M - $1.58M
|
7.67K
$218K
|
|
|
Apr 16, 2025
Q1 2025
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
SELL
|
- |
-58.3K- 19.18% |
$1.71M - $1.82M
|
246K
$6.99M
|
|
|
Apr 09, 2025
Q1 2025
|
Milestone Asset Management, LLC
Pittsburgh, PA |
SELL
|
- |
-60.9K- 5.67% |
$1.79M - $1.91M
|
1.01M
$28.8M
|
|
|
Apr 10, 2025
Q1 2025
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-155K- 13.53% |
$4.55M - $4.86M
|
992K
$28.2M
|
|
|
Apr 01, 2025
Q1 2025
|
Hobart Private Capital, LLC
Charlotte, NC |
SELL
|
- |
-641K- 54.65% |
$18.8M - $20.1M
|
532K
$15.1M
|