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 |
|---|---|---|---|---|---|---|---|
|
May 02, 2025
Q1 2025
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
23.9K+ 1.98% |
$700K - $747K
|
1.23M
$38.1M
|
|
|
May 15, 2025
Q1 2025
|
Asset Allocation Strategies LLC
Farmington, MI |
BUY
|
- |
22.7K+ 154.76% |
$667K - $712K
|
37.4K
$1.16M
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
20.6K+ 42.44% |
$604K - $645K
|
69.1K
$2.14M
|
|
|
Apr 25, 2025
Q1 2025
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
20.4K+ 25.1% |
$598K - $639K
|
102K
$3.15M
|
|
|
Apr 29, 2025
Q1 2025
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
20.3K+ 215.78% |
$596K - $637K
|
29.8K
$922K
|
|
|
Apr 22, 2025
Q1 2025
|
Brendel Financial Advisors LLC
|
BUY
|
- |
20.3KNew |
$596K - $636K
|
20.3K
$629K
|
|
|
May 01, 2025
Q1 2025
|
Stephens Inc
|
BUY
|
- |
19.1K+ 34.38% |
$562K - $599K
|
74.8K
$2.32M
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
18.9K+ 36.33% |
$555K - $592K
|
70.9K
$2.2M
|
|
|
May 01, 2025
Q1 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
18.8K+ 5.85% |
$553K - $590K
|
341K
$10.6M
|
|
|
Apr 25, 2025
Q1 2025
|
Naviter Wealth, LLC
|
BUY
|
- |
18.4K+ 6.83% |
$540K - $576K
|
288K
$8.93M
|
|
|
May 09, 2025
Q1 2025
|
Encompass More Asset Management
Danville, CA |
BUY
|
- |
18.1K+ 11.24% |
$531K - $566K
|
179K
$5.55M
|
|
|
May 08, 2025
Q1 2025
|
Stonebridge Financial Planning Group, LLC
|
BUY
|
- |
17.6K+ 16.89% |
$517K - $552K
|
122K
$3.78M
|
|
|
May 15, 2025
Q1 2025
|
Stone X Group Inc.
|
BUY
|
- |
17.2K+ 2.31% |
$504K - $538K
|
760K
$23.6M
|
|
|
May 02, 2025
Q1 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
16.9K+ 8.42% |
$496K - $530K
|
218K
$6.75M
|
|
|
Apr 10, 2025
Q1 2025
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
- |
16.9K+ 10.92% |
$496K - $530K
|
172K
$5.33M
|
|
|
May 12, 2025
Q1 2025
|
Meridian Wealth Management, LLC
|
BUY
|
- |
16.4K+ 4.62% |
$480K - $513K
|
370K
$11.5M
|
|
|
May 07, 2025
Q1 2025
|
Slt Holdings LLC
Scottsdale, AZ |
BUY
|
- |
16.1K+ 29.79% |
$473K - $505K
|
70.3K
$2.18M
|
|
|
May 07, 2025
Q1 2025
|
Brio Consultants, LLC
|
BUY
|
- |
16KNew |
$469K - $501K
|
16K
$496K
|
|
|
May 02, 2025
Q1 2025
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
15.5KNew |
$455K - $486K
|
15.5K
$481K
|
|
|
May 05, 2025
Q1 2025
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
15.5K+ 132.29% |
$453K - $484K
|
27.1K
$841K
|
|
|
May 07, 2025
Q1 2025
|
First Heartland Consultants, Inc.
|
BUY
|
- |
14.9K+ 16.35% |
$438K - $468K
|
106K
$3.3M
|
|
|
May 28, 2025
Q1 2025
|
Vista Cima Wealth Management LLC
Surprise, AZ |
BUY
|
- |
14.9K+ 371325.0% |
$436K - $465K
|
14.9K
$461K
|
|
|
Apr 07, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
14.8KNew |
$436K - $465K
|
14.8K
$460K
|
|
|
Apr 22, 2025
Q1 2025
|
Lvz, Inc.
|
BUY
|
- |
14.6K+ 156.07% |
$429K - $458K
|
24K
$744K
|
|
|
Apr 14, 2025
Q1 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
14.4K+ 20.77% |
$423K - $452K
|
83.9K
$2.6M
|
|
|
May 12, 2025
Q1 2025
|
Cooper Financial Group
|
BUY
|
- |
14.4K+ 3.34% |
$423K - $451K
|
446K
$13.8M
|
|
|
May 06, 2025
Q1 2025
|
Wedbush Securities Inc
|
BUY
|
- |
14.3K+ 11.49% |
$421K - $449K
|
139K
$4.31M
|
|
|
May 08, 2025
Q1 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
13.9K+ 11.31% |
$408K - $435K
|
137K
$4.24M
|
|
|
May 08, 2025
Q1 2025
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
13.5K+ 97.08% |
$396K - $422K
|
27.4K
$849K
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
BUY
|
- |
13.4K+ 19.11% |
$392K - $419K
|
83.3K
$2.58M
|
|
|
May 05, 2025
Q1 2025
|
Pfg Advisors
|
BUY
|
- |
13.2K+ 48.84% |
$386K - $412K
|
40.1K
$1.24M
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
13.1K+ 7.54% |
$385K - $411K
|
187K
$5.81M
|
|
|
May 14, 2025
Q1 2025
|
Tradition Wealth Management, LLC
|
BUY
|
- |
13.1K+ 1.07% |
$384K - $410K
|
1.24M
$38.5M
|
|
|
Apr 16, 2025
Q1 2025
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
13KNew |
$383K - $409K
|
13K
$404K
|
|
|
Apr 22, 2025
Q1 2025
|
Lighthouse Wealth Management Inc.
Ashland, OH |
BUY
|
- |
12.6K+ 80.82% |
$371K - $396K
|
28.3K
$877K
|
|
|
Apr 21, 2025
Q1 2025
|
L.M. Kohn & Company
|
BUY
|
- |
12.1K+ 8.09% |
$356K - $380K
|
162K
$5.03M
|
|
|
May 01, 2025
Q1 2025
|
Lane & Associates LLC
Moorestown, NJ |
BUY
|
- |
12K+ 30.9% |
$353K - $377K
|
51K
$1.58M
|
|
|
May 14, 2025
Q1 2025
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
11.7KNew |
$343K - $366K
|
11.7K
$362K
|
|
|
May 12, 2025
Q1 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
11.6KNew |
$339K - $362K
|
11.6K
$358K
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
BUY
|
- |
11.5K+ 132.5% |
$338K - $361K
|
20.2K
$626K
|
|
|
Apr 29, 2025
Q1 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
11.5K+ 3.08% |
$336K - $359K
|
383K
$11.9M
|
|
|
May 13, 2025
Q1 2025
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
11.3K+ 5.39% |
$332K - $355K
|
221K
$6.86M
|
|
|
Apr 21, 2025
Q1 2025
|
Life Wealth Investments, LLC
Winter Garden, FL |
BUY
|
- |
11.3KNew |
$332K - $354K
|
11.3K
$351K
|
|
|
Apr 28, 2025
Q1 2025
|
Clarity Capital Partners LLC
Newport Beach, CA |
BUY
|
- |
11.3K+ 39.5% |
$331K - $353K
|
39.8K
$1.23M
|
|
|
May 02, 2025
Q1 2025
|
Independent Wealth Network Inc.
|
BUY
|
- |
11.1K+ 26.5% |
$326K - $348K
|
53.1K
$1.65M
|
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
10.7KNew |
$313K - $334K
|
10.7K
$331K
|
|
|
May 01, 2025
Q1 2025
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
10.6K+ 26.51% |
$312K - $333K
|
50.8K
$1.57M
|
|
|
May 14, 2025
Q1 2025
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
10.6KNew |
$312K - $333K
|
10.6K
$330K
|
|
|
May 08, 2025
Q1 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
10.6K+ 86.12% |
$311K - $332K
|
22.9K
$711K
|
|
|
May 14, 2025
Q1 2025
|
Pks Advisory Services, LLC
Albany, NY |
BUY
|
- |
10.4K+ 13.06% |
$305K - $326K
|
90.1K
$2.79M
|