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 09, 2025
Q1 2025
|
Signature Securities Group Corporation
|
BUY
|
- |
4.55K+ 5.41% |
$134K - $143K
|
88.7K
$2.75M
|
|
|
Apr 16, 2025
Q1 2025
|
Seros Financial, LLC
Tempe, AZ |
BUY
|
- |
4.47K+ 2.59% |
$131K - $140K
|
177K
$5.5M
|
|
|
Apr 30, 2025
Q1 2025
|
Cooper Capital Advisors LLC
Encinitas, CA |
BUY
|
- |
4.38K+ 1.19% |
$128K - $137K
|
372K
$11.5M
|
|
|
Apr 21, 2025
Q1 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
4.27K+ 84.3% |
$125K - $134K
|
9.34K
$290K
|
|
|
May 13, 2025
Q1 2025
|
Leigh Baldwin & Co., LLC
Cazenovia, NY |
BUY
|
- |
4.23K+ 15.95% |
$124K - $132K
|
30.7K
$953K
|
|
|
May 07, 2025
Q1 2025
|
Concentrum Wealth Management
|
BUY
|
- |
4.12K+ 34.72% |
$121K - $129K
|
16K
$496K
|
|
|
Apr 18, 2025
Q1 2025
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
BUY
|
- |
3.94K+ 21.17% |
$116K - $123K
|
22.5K
$699K
|
|
|
May 14, 2025
Q1 2025
|
Centaurus Financial, Inc.
|
BUY
|
- |
3.82K+ 1.3% |
$112K - $119K
|
297K
$9.2M
|
|
|
May 12, 2025
Q1 2025
|
Townsquare Capital LLC
|
BUY
|
- |
3.75K+ 0.55% |
$110K - $117K
|
683K
$21.2M
|
|
|
May 09, 2025
Q1 2025
|
Blair William & CO
Chicago, IL |
BUY
|
- |
3.74K+ 93.92% |
$110K - $117K
|
7.72K
$239K
|
|
|
May 13, 2025
Q1 2025
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
3.7KNew |
$109K - $116K
|
3.7K
$115K
|
|
|
Apr 21, 2025
Q1 2025
|
Five Pine Wealth Management
Coeur D Alene, ID |
BUY
|
- |
3.6K+ 2.93% |
$106K - $113K
|
127K
$3.93M
|
|
|
May 15, 2025
Q1 2025
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
3.37K+ 14.5% |
$99K - $106K
|
26.6K
$826K
|
|
|
May 07, 2025
Q1 2025
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
3.34K+ 5.66% |
$97.8K - $104K
|
62.2K
$1.93M
|
|
|
May 05, 2025
Q1 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
3.23K+ 6.74% |
$94.8K - $101K
|
51.2K
$1.59M
|
|
|
Apr 24, 2025
Q1 2025
|
Cambridge Advisors Inc.
|
BUY
|
- |
3.2K+ 2.29% |
$93.9K - $100K
|
143K
$4.43M
|
|
|
May 07, 2025
Q1 2025
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
3.01K+ 7.67% |
$88.3K - $94.2K
|
42.2K
$1.31M
|
|
|
May 01, 2025
Q1 2025
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
3KNew |
$88K - $93.9K
|
3K
$93K
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
2.98K+ 14895.0% |
$87.4K - $93.3K
|
3K
$93K
|
|
|
Apr 18, 2025
Q1 2025
|
Lion Street Advisors, LLC
|
BUY
|
- |
2.95K+ 5.75% |
$86.6K - $92.5K
|
54.3K
$1.68M
|
|
|
May 06, 2025
Q1 2025
|
Pinnacle Associates LTD
|
BUY
|
- |
2.87K+ 4.02% |
$84.2K - $89.9K
|
74.2K
$2.3M
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
2.83K+ 1.95% |
$83K - $88.6K
|
148K
$4.6M
|
|
|
May 15, 2025
Q1 2025
|
Sonoma Private Wealth LLC
San Francisco, CA |
BUY
|
- |
2.74K+ 8.77% |
$80.2K - $85.6K
|
33.9K
$1.05M
|
|
|
Apr 15, 2025
Q1 2025
|
Fifth Third Bancorp
|
BUY
|
- |
2.7KNew |
$79.2K - $84.5K
|
2.7K
$83.7K
|
|
|
Apr 09, 2025
Q1 2025
|
Pmg Wealth Management, Inc.
Hawthorn Woods, IL |
BUY
|
- |
2.64K+ 1.15% |
$77.3K - $82.5K
|
232K
$7.18M
|
|
|
Apr 28, 2025
Q1 2025
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
2.52K+ 3.62% |
$74.1K - $79K
|
72.3K
$2.24M
|
|
|
Apr 11, 2025
Q1 2025
|
Adamsbrown Wealth Consultants LLC
|
BUY
|
- |
2.47K+ 16.07% |
$72.5K - $77.4K
|
17.9K
$553K
|
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
2.32KNew |
$68K - $72.6K
|
2.32K
$71.9K
|
|
|
May 13, 2025
Q1 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
2.29K+ 11.25% |
$67.3K - $71.8K
|
22.7K
$703K
|
|
|
Apr 24, 2025
Q1 2025
|
Financial Futures LTD Liability Co.
|
BUY
|
- |
2.15K+ 0.93% |
$63.1K - $67.3K
|
234K
$7.24M
|
|
|
May 13, 2025
Q1 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
2.13K+ 1.98% |
$62.5K - $66.7K
|
110K
$3.41M
|
|
|
Apr 16, 2025
Q1 2025
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
2.12K+ 16.55% |
$62.1K - $66.3K
|
14.9K
$462K
|
|
|
May 14, 2025
Q1 2025
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
2.1K+ 4.65% |
$61.6K - $65.8K
|
47.2K
$1.46M
|
|
|
Apr 15, 2025
Q1 2025
|
Noble Wealth Management Pbc
Greenwood Village, CO |
BUY
|
- |
2.07K+ 1.83% |
$60.8K - $64.8K
|
115K
$3.58M
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
2.03K+ 7.87% |
$59.7K - $63.7K
|
27.9K
$864K
|
|
|
May 05, 2025
Q1 2025
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
2.01K+ 8.59% |
$59K - $63K
|
25.4K
$789K
|
|
|
May 15, 2025
Q1 2025
|
Paragon Private Wealth Management, LLC
|
BUY
|
- |
2K+ 8.78% |
$58.6K - $62.6K
|
24.8K
$768K
|
|
|
May 15, 2025
Q1 2025
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
1.95KNew |
$57.2K - $61.1K
|
1.95K
$60.5K
|
|
|
Apr 29, 2025
Q1 2025
|
Heritage Wealth Management, Inc.
Cincinnati, OH |
BUY
|
- |
1.88K+ 5.33% |
$55.1K - $58.8K
|
37.1K
$1.15M
|
|
|
May 15, 2025
Q1 2025
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
1.85K+ 7.83% |
$54.2K - $57.9K
|
25.5K
$790K
|
|
|
May 14, 2025
Q1 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
1.81K+ 20.37% |
$53.1K - $56.7K
|
10.7K
$332K
|
|
|
Apr 28, 2025
Q1 2025
|
Axis Wealth Partners, LLC
East Providence, RI |
BUY
|
- |
1.36K+ 7.53% |
$39.8K - $42.4K
|
19.4K
$600K
|
|
|
May 12, 2025
Q1 2025
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
1.23K+ 4.05% |
$35.9K - $38.4K
|
31.5K
$975K
|
|
|
Apr 22, 2025
Q1 2025
|
Echo Wealth Management, LLC
|
BUY
|
- |
1.22K+ 10.83% |
$35.6K - $38K
|
12.4K
$385K
|
|
|
May 05, 2025
Q1 2025
|
Pcg Wealth Advisors, LLC
|
BUY
|
- |
1.2K+ 0.94% |
$35.3K - $37.7K
|
129K
$4M
|
|
|
May 15, 2025
Q1 2025
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
1.07K+ 1.11% |
$31.3K - $33.4K
|
97K
$3.01M
|
|
|
May 01, 2025
Q1 2025
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
1KNew |
$29.3K - $31.3K
|
1K
$31K
|
|
|
May 15, 2025
Q1 2025
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
991+ 2.27% |
$29.1K - $31K
|
44.7K
$1.39M
|
|
|
May 08, 2025
Q1 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
929+ 491.53% |
$27.3K - $29.1K
|
1.12K
$34.7K
|
|
|
May 15, 2025
Q1 2025
|
Michels Family Financial, LLC
Fort Worth, TX |
BUY
|
- |
850+ 6.55% |
$24.9K - $26.6K
|
13.8K
$429K
|