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
|
Larson Financial Group LLC
|
BUY
|
- |
784+ 2.18% |
$23K - $24.5K
|
36.8K
$1.14M
|
|
|
May 13, 2025
Q1 2025
|
Magnolia Capital Advisors LLC
Jackson, MS |
BUY
|
- |
725+ 1.3% |
$21.3K - $22.7K
|
56.3K
$1.75M
|
|
|
Apr 22, 2025
Q1 2025
|
Mascagni Wealth Management, Inc.
Clinton, MS |
BUY
|
- |
703+ 1.64% |
$20.6K - $22K
|
43.5K
$1.35M
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
BUY
|
- |
670+ 18.91% |
$19.7K - $21K
|
4.21K
$131K
|
|
|
May 13, 2025
Q1 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
665+ 4.29% |
$19.5K - $20.8K
|
16.2K
$501K
|
|
|
May 14, 2025
Q1 2025
|
Heritage Wealth Partners, LLC
Dublin, OH |
BUY
|
- |
658+ 8.5% |
$19.3K - $20.6K
|
8.4K
$260K
|
|
|
Apr 16, 2025
Q1 2025
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
BUY
|
- |
649+ 3.31% |
$19K - $20.3K
|
20.2K
$628K
|
|
|
Apr 23, 2025
Q1 2025
|
Holistic Planning, LLC
Nacogdoches, TX |
BUY
|
- |
596+ 3.65% |
$17.5K - $18.7K
|
16.9K
$525K
|
|
|
Apr 23, 2025
Q1 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
588+ 1.54% |
$17.3K - $18.4K
|
38.8K
$1.2M
|
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
500+ 1.47% |
$14.7K - $15.7K
|
34.4K
$1.07M
|
|
|
Apr 17, 2025
Q1 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
448+ 48.75% |
$13.1K - $14K
|
1.37K
$42.4K
|
|
|
May 14, 2025
Q1 2025
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
405+ 3.81% |
$11.9K - $12.7K
|
11K
$342K
|
|
|
May 08, 2025
Q1 2025
|
Fsa Advisors, Inc.
Troy, MI |
BUY
|
- |
336+ 0.88% |
$9.86K - $10.5K
|
38.4K
$1.19M
|
|
|
Apr 14, 2025
Q1 2025
|
Rda Financial Network
|
BUY
|
- |
269+ 0.51% |
$7.89K - $8.42K
|
52.7K
$1.63M
|
|
|
Apr 25, 2025
Q1 2025
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
260New |
$7.63K - $8.14K
|
260
$8.06K
|
|
|
Apr 23, 2025
Q1 2025
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
258+ 7.01% |
$7.57K - $8.08K
|
3.94K
$122K
|
|
|
Apr 30, 2025
Q1 2025
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
200+ 0.65% |
$5.87K - $6.26K
|
30.9K
$956K
|
|
|
Apr 15, 2025
Q1 2025
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
168+ 0.41% |
$4.93K - $5.26K
|
41.1K
$1.28M
|
|
|
May 14, 2025
Q1 2025
|
Reap Financial Group, LLC
Austin, TX |
BUY
|
- |
167+ 878.95% |
$4.9K - $5.23K
|
186
$5.77K
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
160New |
$4.69K - $5.01K
|
160
$4.96K
|
|
|
May 01, 2025
Q1 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
144+ 14400.0% |
$4.22K - $4.51K
|
145
$4.5K
|
|
|
May 14, 2025
Q1 2025
|
Gkv Capital Management Co., Inc.
Walnut Creek, CA |
BUY
|
- |
136New |
$3.99K - $4.26K
|
136
$4.22K
|
|
|
May 12, 2025
Q1 2025
|
Nicholson Wealth Management Group, LLC
Charlestown, SC |
BUY
|
- |
89+ 0.73% |
$2.61K - $2.79K
|
12.3K
$383K
|
|
|
Apr 22, 2025
Q1 2025
|
Breakthru Advisory Services, LLC
Muskego, WI |
BUY
|
- |
85+ 0.05% |
$2.49K - $2.66K
|
161K
$4.99M
|
|
|
May 07, 2025
Q1 2025
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
55New |
$1.61K - $1.72K
|
55
$1.71K
|
|
|
Apr 09, 2025
Q1 2025
|
Worth Asset Management, LLC
|
BUY
|
- |
50+ 0.56% |
$1.47K - $1.57K
|
9.03K
$280K
|
|
|
Apr 21, 2025
Q1 2025
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
48+ 0.27% |
$1.41K - $1.5K
|
17.7K
$549K
|
|
|
Apr 15, 2025
Q1 2025
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
42+ 0.18% |
$1.23K - $1.32K
|
23.2K
$718K
|
|
|
May 15, 2025
Q1 2025
|
Foguth Wealth Management, Llc.
Brighton, MI |
SELL
|
- |
-9- 0.05% |
$264 - $282
|
19.5K
$604K
|
|
|
May 01, 2025
Q1 2025
|
Valued Wealth Advisors LLC
Holladay, UT |
SELL
|
- |
-27- 2.7% |
$792 - $845
|
973
$30.2K
|
|
|
May 15, 2025
Q1 2025
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-40- 0.28% |
$1.17K - $1.25K
|
14.3K
$443K
|
|
|
Apr 11, 2025
Q1 2025
|
Prospect Financial Services LLC
Melville, NY |
SELL
|
- |
-40- 0.39% |
$1.17K - $1.25K
|
10.1K
$314K
|
|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-117- 0.2% |
$3.43K - $3.66K
|
58.1K
$1.8M
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
SELL
|
- |
-171- 0.96% |
$5.02K - $5.35K
|
17.6K
$545K
|
|
|
Apr 29, 2025
Q1 2025
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
SELL
|
- |
-206- 1.26% |
$6.04K - $6.45K
|
16.1K
$499K
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-242- 13.61% |
$7.1K - $7.58K
|
1.54K
$47.6K
|
|
|
May 29, 2025
Q1 2025
|
Apeiron Ria LLC
|
SELL
|
- |
-261- 2.08% |
$7.66K - $8.17K
|
12.3K
$381K
|
|
|
Apr 14, 2025
Q1 2025
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-301- 3.34% |
$8.83K - $9.42K
|
8.71K
$270K
|
|
|
May 13, 2025
Q1 2025
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-328- 1.48% |
$9.62K - $10.3K
|
21.8K
$675K
|
|
|
May 14, 2025
Q1 2025
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-365- 20.0% |
$10.7K - $11.4K
|
1.46K
$45.3K
|
|
|
May 05, 2025
Q1 2025
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-366- 0.76% |
$10.7K - $11.5K
|
47.9K
$1.49M
|
|
|
Apr 24, 2025
Q1 2025
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-407- 2.84% |
$11.9K - $12.7K
|
13.9K
$432K
|
|
|
May 12, 2025
Q1 2025
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
SELL
|
- |
-410- 1.03% |
$12K - $12.8K
|
39.3K
$1.22M
|
|
|
Apr 17, 2025
Q1 2025
|
Precedent Wealth Partners, LLC
Houston, TX |
SELL
|
- |
-481- 1.23% |
$14.1K - $15.1K
|
38.5K
$1.19M
|
|
|
Apr 18, 2025
Q1 2025
|
Mayfair Advisory Group, LLC
Birmingham, AL |
SELL
|
- |
-500- 6.62% |
$14.7K - $15.7K
|
7.05K
$219K
|
|
|
Apr 21, 2025
Q1 2025
|
Psi Advisors, LLC
|
SELL
|
- |
-659- 0.16% |
$19.3K - $20.6K
|
409K
$12.7M
|
|
|
Apr 22, 2025
Q1 2025
|
Mascagni Wealth Management, Inc.
Clinton, MS |
SELL
|
- |
-703- 1.62% |
$20.6K - $22K
|
42.8K
$1.33M
|
|
|
May 07, 2025
Q1 2025
|
Indie Asset Partners, LLC
Carmel, IN |
SELL
|
- |
-725- 6.77% |
$21.3K - $22.7K
|
9.99K
$310K
|
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
SELL
|
- |
-763- 5.61% |
$22.4K - $23.9K
|
12.8K
$398K
|
|
|
Apr 11, 2025
Q1 2025
|
Tower Wealth Partners, Inc.
Lewisburg, PA |
SELL
|
- |
-902- 0.26% |
$26.5K - $28.2K
|
347K
$10.8M
|