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
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-942- 38.62% |
$27.6K - $29.5K
|
1.5K
$46.4K
|
|
|
May 06, 2025
Q1 2025
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-996- 5.58% |
$29.2K - $31.2K
|
16.8K
$522K
|
|
|
May 13, 2025
Q1 2025
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-1K- 10.05% |
$29.3K - $31.3K
|
8.95K
$277K
|
|
|
Apr 21, 2025
Q1 2025
|
Davies Financial Advisors, Inc.
Murrieta, CA |
SELL
|
- |
-1.04K- 9.98% |
$30.5K - $32.5K
|
9.37K
$290K
|
|
|
Apr 22, 2025
Q1 2025
|
Consolidated Portfolio Review Corp
Woodbury, NY |
SELL
|
- |
-1.14K- 0.78% |
$33.4K - $35.6K
|
145K
$4.48M
|
|
|
Apr 16, 2025
Q1 2025
|
Bernard Wealth Management Corp.
Royal Oak, MI |
SELL
|
- |
-1.2K- 57.89% |
$35.2K - $37.6K
|
873
$27.1K
|
|
|
Apr 25, 2025
Q1 2025
|
Essex Financial Services, Inc.
|
SELL
|
- |
-1.25K- 3.6% |
$36.7K - $39.2K
|
33.5K
$1.04M
|
|
|
Apr 21, 2025
Q1 2025
|
Centennial Wealth Advisory LLC
|
SELL
|
- |
-1.3K- 0.27% |
$38.1K - $40.7K
|
480K
$14.9M
|
|
|
May 14, 2025
Q1 2025
|
Purus Wealth Management, LLC
|
SELL
|
- |
-1.35K- 2.49% |
$39.6K - $42.2K
|
52.7K
$1.63M
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-1.39K- 0.53% |
$40.8K - $43.6K
|
260K
$8.05M
|
|
|
May 06, 2025
Q1 2025
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-1.42K- 9.14% |
$41.8K - $44.6K
|
14.2K
$439K
|
|
|
Apr 10, 2025
Q1 2025
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
SELL
|
- |
-1.49K- 0.27% |
$43.7K - $46.6K
|
557K
$17.3M
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-1.71K- 0.86% |
$50.1K - $53.4K
|
196K
$6.09M
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-1.73K- 1.81% |
$50.8K - $54.2K
|
94.1K
$2.92M
|
|
|
May 12, 2025
Q1 2025
|
Integrity Financial Corp
|
SELL
|
- |
-1.93K- 1.65% |
$56.6K - $60.4K
|
115K
$3.55M
|
|
|
Apr 22, 2025
Q1 2025
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
SELL
|
- |
-2.08K- 5.36% |
$61K - $65.1K
|
36.7K
$1.14M
|
|
|
May 09, 2025
Q1 2025
|
Financial Connections Group, Inc.
|
SELL
|
- |
-2.15K- 84.04% |
$63K - $67.3K
|
408
$12.6K
|
|
|
May 07, 2025
Q1 2025
|
Focus Wealth Advisors, LLC
|
SELL
|
- |
-2.2K- 1.24% |
$64.5K - $68.9K
|
175K
$5.44M
|
|
|
Apr 14, 2025
Q1 2025
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-2.2K- 13.7% |
$64.7K - $69K
|
13.9K
$430K
|
|
|
May 15, 2025
Q1 2025
|
Bullseye Investment Management, LLC
|
SELL
|
- |
-2.25K- 7.43% |
$66K - $70.5K
|
28K
$869K
|
|
|
Apr 28, 2025
Q1 2025
|
Novem Group
Rochester, NY |
SELL
|
- |
-2.76K- 6.72% |
$80.9K - $86.4K
|
38.3K
$1.19M
|
|
|
Apr 25, 2025
Q1 2025
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-3.06K- 8.95% |
$89.8K - $95.8K
|
31.1K
$965K
|
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-3.35K- 28.55% |
$98.4K - $105K
|
8.39K
$260K
|
|
|
Apr 08, 2025
Q1 2025
|
Hfg Wealth Management, LLC
The Woodlands, TX |
SELL
|
- |
-3.36K- 1.65% |
$98.5K - $105K
|
201K
$6.22M
|
|
|
Apr 15, 2025
Q1 2025
|
Chris Bulman Inc
Roseville, CA |
SELL
|
- |
-3.38K- 1.17% |
$99.1K - $106K
|
285K
$8.85M
|
|
|
Apr 16, 2025
Q1 2025
|
American Institute For Advanced Investment Management, LLP
|
SELL
|
- |
-3.39K- 9.68% |
$99.3K - $106K
|
31.6K
$979K
|
|
|
May 12, 2025
Q1 2025
|
Maia Wealth LLC
Denver, CO |
SELL
|
- |
-3.42K- 4.03% |
$100K - $107K
|
81.5K
$2.53M
|
|
|
May 07, 2025
Q1 2025
|
Maridea Wealth Management LLC
Brooklyn, NY |
SELL
|
- |
-3.82K- 4.82% |
$112K - $120K
|
75.4K
$2.34M
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-4.1K- 33.38% |
$120K - $128K
|
8.17K
$253K
|
|
|
Apr 14, 2025
Q1 2025
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-4.11K- 20.22% |
$121K - $129K
|
16.2K
$503K
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-4.17K- 4.48% |
$122K - $131K
|
89K
$2.76M
|
|
|
May 13, 2025
Q1 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-5.56K- 17.44% |
$163K - $174K
|
26.3K
$815K
|
|
|
Apr 24, 2025
Q1 2025
|
Santori & Peters, Inc.
|
SELL
|
- |
-5.75K- 15.62% |
$169K - $180K
|
31K
$962K
|
|
|
Apr 25, 2025
Q1 2025
|
Rovin Capital
|
SELL
|
- |
-5.99K- 0.93% |
$176K - $188K
|
637K
$19.7M
|
|
|
May 01, 2025
Q1 2025
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-6.14K- 4.99% |
$180K - $192K
|
117K
$3.62M
|
|
|
Apr 24, 2025
Q1 2025
|
Philip James Wealth Mangement, LLC
Milton, GA |
SELL
|
- |
-6.22K- 33.53% |
$183K - $195K
|
12.3K
$382K
|
|
|
May 15, 2025
Q1 2025
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-6.94K- 7.6% |
$204K - $217K
|
84.3K
$2.61M
|
|
|
Apr 21, 2025
Q1 2025
|
Higgins & Schmidt Wealth Strategies LLC
Denver, CO |
SELL
|
- |
-7.68K- 10.75% |
$225K - $241K
|
63.8K
$1.98M
|
|
|
May 15, 2025
Q1 2025
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
SELL
|
- |
-9.58K- 78.22% |
$281K - $300K
|
2.67K
$82.6K
|
|
|
May 06, 2025
Q1 2025
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
SELL
|
- |
-9.96K- 11.16% |
$292K - $312K
|
79.3K
$2.46M
|
|
|
May 20, 2025
Q1 2025
|
Belpointe Asset Management LLC
|
SELL
|
- |
-11.1K- 32.61% |
$325K - $346K
|
22.9K
$709K
|
|
|
May 16, 2025
Q1 2025
|
Prostatis Group LLC
Hanover, MD |
SELL
|
- |
-11.3K- 9.59% |
$333K - $355K
|
107K
$3.31M
|
|
|
Apr 14, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-14.3K- 96.63% |
$421K - $449K
|
500
$15.5K
|
|
|
Apr 16, 2025
Q1 2025
|
New Century Financial Group, LLC
Princeton, NJ |
SELL
|
- |
-14.5K- 46.04% |
$425K - $454K
|
17K
$526K
|
|
|
May 15, 2025
Q1 2025
|
Vista Cima Wealth Management LLC
Surprise, AZ |
SELL
|
- |
-15K- 99.97% |
$439K - $469K
|
4
$124
|
|
|
Apr 29, 2025
Q1 2025
|
Schulz Wealth, Ltd.
Mansfield, TX |
SELL
|
- |
-16.1K- 5.15% |
$473K - $505K
|
297K
$9.21M
|
|
|
May 14, 2025
Q1 2025
|
Tfb Advisors LLC
Overland Park, KS |
SELL
|
- |
-16.9K- 16.99% |
$495K - $528K
|
82.4K
$2.56M
|
|
|
Apr 30, 2025
Q1 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-18.4K- 71.2% |
$540K - $576K
|
7.44K
$231K
|
|
|
Apr 17, 2025
Q1 2025
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-20K- 30.86% |
$588K - $628K
|
44.9K
$1.39M
|
|
|
May 08, 2025
Q1 2025
|
Armis Advisers, LLC
Atlanta, GA |
SELL
|
- |
-20.8K- 17.13% |
$612K - $653K
|
101K
$3.13M
|