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 23, 2025
Q1 2025
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
10.4K+ 37.54% |
$304K - $325K
|
38K
$1.18M
|
|
|
Apr 22, 2025
Q1 2025
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
10.3K+ 3.75% |
$303K - $323K
|
286K
$8.86M
|
|
|
May 06, 2025
Q1 2025
|
Kovack Advisors, Inc.
|
BUY
|
- |
10.3K+ 10.49% |
$302K - $322K
|
109K
$3.36M
|
|
|
Apr 18, 2025
Q1 2025
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
10.1K+ 24.43% |
$296K - $316K
|
51.3K
$1.59M
|
|
|
May 15, 2025
Q1 2025
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
9.97KNew |
$292K - $312K
|
9.97K
$309K
|
|
|
May 14, 2025
Q1 2025
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
9.95K+ 5.32% |
$292K - $312K
|
197K
$6.11M
|
|
|
Apr 22, 2025
Q1 2025
|
Winebrenner Capital Management LLC
Louisville, KY |
BUY
|
- |
9.78K+ 127.08% |
$287K - $306K
|
17.5K
$541K
|
|
|
Apr 15, 2025
Q1 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
9.75K+ 5.5% |
$286K - $305K
|
187K
$5.8M
|
|
|
May 14, 2025
Q1 2025
|
Solano Wealth Investment Advisors LLC
Fairfield, CA |
BUY
|
- |
9.72K+ 1.91% |
$285K - $304K
|
519K
$16.1M
|
|
|
Apr 25, 2025
Q1 2025
|
Perissos Private Wealth Management, LLC
Bethany, OK |
BUY
|
- |
9.6K+ 17.07% |
$282K - $301K
|
65.9K
$2.04M
|
|
|
Apr 25, 2025
Q1 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
9.29K+ 3.62% |
$273K - $291K
|
266K
$8.25M
|
|
|
Apr 28, 2025
Q1 2025
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
9.28K+ 41.84% |
$272K - $291K
|
31.5K
$976K
|
|
|
May 14, 2025
Q1 2025
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
BUY
|
- |
9.27KNew |
$272K - $290K
|
9.27K
$287K
|
|
|
May 14, 2025
Q1 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
9.16K+ 3.13% |
$269K - $287K
|
302K
$9.35M
|
|
|
Apr 23, 2025
Q1 2025
|
Financial Guidance Group, Inc.
|
BUY
|
- |
8.86K+ 11.04% |
$260K - $277K
|
89.1K
$2.76M
|
|
|
Apr 28, 2025
Q1 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
8.8KNew |
$258K - $276K
|
8.8K
$273K
|
|
|
Apr 29, 2025
Q1 2025
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
BUY
|
- |
8.47K+ 3.74% |
$249K - $265K
|
235K
$7.28M
|
|
|
May 15, 2025
Q1 2025
|
National Wealth Management Group, LLC
Cincinnati, OH |
BUY
|
- |
8.3KNew |
$243K - $260K
|
8.3K
$257K
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
7.68KNew |
$225K - $240K
|
7.68K
$238K
|
|
|
Apr 28, 2025
Q1 2025
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
7.38K+ 7.57% |
$217K - $231K
|
105K
$3.25M
|
|
|
May 12, 2025
Q1 2025
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
7.32K+ 27.87% |
$215K - $229K
|
33.6K
$1.04M
|
|
|
May 15, 2025
Q1 2025
|
Fortress Private Ledger, LLC
Raleigh, NC |
BUY
|
- |
7.22KNew |
$212K - $226K
|
7.22K
$224K
|
|
|
Apr 17, 2025
Q1 2025
|
Orba Wealth Advisors, L.L.C.
Chicago, IL |
BUY
|
- |
7.2KNew |
$211K - $225K
|
7.2K
$223K
|
|
|
Apr 24, 2025
Q1 2025
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
7.07K+ 43.69% |
$208K - $221K
|
23.3K
$721K
|
|
|
Apr 10, 2025
Q1 2025
|
Accel Wealth Management
|
BUY
|
- |
6.92KNew |
$203K - $217K
|
6.92K
$214K
|
|
|
May 06, 2025
Q1 2025
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
6.91KNew |
$203K - $216K
|
6.91K
$214K
|
|
|
May 09, 2025
Q1 2025
|
Advyzon Investment Management, LLC
Lisle, IL |
BUY
|
- |
6.9KNew |
$202K - $216K
|
6.9K
$214K
|
|
|
May 06, 2025
Q1 2025
|
Brookwood Investment Group LLC
Phoenix, AZ |
BUY
|
- |
6.84KNew |
$201K - $214K
|
6.84K
$212K
|
|
|
Apr 23, 2025
Q1 2025
|
Riverbend Wealth Management, LLC
Myrtle Beach, SC |
BUY
|
- |
6.84K+ 22.89% |
$201K - $214K
|
36.7K
$1.14M
|
|
|
May 14, 2025
Q1 2025
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
6.8K+ 12.57% |
$200K - $213K
|
60.9K
$1.89M
|
|
|
Apr 24, 2025
Q1 2025
|
Tsfg, LLC
|
BUY
|
- |
6.76K+ 4.81% |
$198K - $212K
|
147K
$4.57M
|
|
|
May 05, 2025
Q1 2025
|
Wt Wealth Management
|
BUY
|
- |
6.73K+ 9.65% |
$197K - $211K
|
76.4K
$2.37M
|
|
|
Apr 23, 2025
Q1 2025
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
6.69K+ 28.51% |
$196K - $209K
|
30.1K
$935K
|
|
|
Apr 10, 2025
Q1 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
6.57K+ 50.84% |
$193K - $206K
|
19.5K
$604K
|
|
|
May 12, 2025
Q1 2025
|
Founders Financial Securities LLC
|
BUY
|
- |
6.49K+ 68.66% |
$190K - $203K
|
15.9K
$494K
|
|
|
May 14, 2025
Q1 2025
|
Synergy Financial Group, LTD
|
BUY
|
- |
6.46K+ 26.7% |
$190K - $202K
|
30.7K
$951K
|
|
|
May 14, 2025
Q1 2025
|
Wiser Advisor Group LLC
Phoenix, AZ |
BUY
|
- |
6.32KNew |
$185K - $198K
|
6.32K
$196K
|
|
|
May 16, 2025
Q1 2025
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
6.26K+ 14.37% |
$184K - $196K
|
49.8K
$1.54M
|
|
|
Apr 22, 2025
Q1 2025
|
Bridge Port Financial Solutions, LLC
Fairfield, IA |
BUY
|
- |
5.94K+ 37.78% |
$174K - $186K
|
21.7K
$672K
|
|
|
Apr 28, 2025
Q1 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
5.85K+ 10.13% |
$172K - $183K
|
63.6K
$1.97M
|
|
|
Apr 29, 2025
Q1 2025
|
Drake & Associates, LLC
Waukesha, WI |
BUY
|
- |
5.74K+ 1.42% |
$168K - $180K
|
410K
$12.7M
|
|
|
Apr 18, 2025
Q1 2025
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
5.43K+ 10.76% |
$159K - $170K
|
55.9K
$1.73M
|
|
|
May 15, 2025
Q1 2025
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
BUY
|
- |
5.39K+ 2.47% |
$158K - $169K
|
223K
$6.92M
|
|
|
May 27, 2025
Q1 2025
|
Jacobi Capital Management LLC
|
BUY
|
- |
5.16K+ 2.72% |
$151K - $161K
|
195K
$6.03M
|
|
|
Apr 21, 2025
Q1 2025
|
Advisory Resource Group
|
BUY
|
- |
5.06K+ 43.65% |
$148K - $158K
|
16.6K
$516K
|
|
|
May 09, 2025
Q1 2025
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
5.02K+ 1.19% |
$147K - $157K
|
428K
$13.3M
|
|
|
May 15, 2025
Q1 2025
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
4.95K+ 16.73% |
$145K - $155K
|
34.5K
$1.07M
|
|
|
May 02, 2025
Q1 2025
|
Frederick Financial Consultants, LLC
Frederick, MD |
BUY
|
- |
4.9K+ 1.81% |
$144K - $153K
|
275K
$8.53M
|
|
|
May 13, 2025
Q1 2025
|
Gsg Advisors LLC
Mount Laurel, NJ |
BUY
|
- |
4.87K+ 69.94% |
$143K - $152K
|
11.8K
$367K
|
|
|
Apr 16, 2025
Q1 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
4.64K+ 2.29% |
$136K - $145K
|
208K
$6.44M
|