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 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-21.3K- 9.87% |
$624K - $666K
|
194K
$6.02M
|
|
|
Apr 15, 2025
Q1 2025
|
Columbia Advisory Partners LLC
|
SELL
|
- |
-21.5K- 40.72% |
$629K - $672K
|
31.2K
$968K
|
|
|
May 14, 2025
Q1 2025
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-23.6K- 38.28% |
$692K - $739K
|
38.1K
$1.18M
|
|
|
Apr 09, 2025
Q1 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
SELL
|
- |
-32.3K- 95.61% |
$947K - $1.01M
|
1.48K
$45.9K
|
|
|
Apr 17, 2025
Q1 2025
|
River Tree Advisors, LLC
Winter Park, FL |
SELL
|
- |
-36.2K- 11.67% |
$1.06M - $1.13M
|
274K
$8.5M
|
|
|
Apr 22, 2025
Q1 2025
|
Keudell
|
SELL
|
- |
-38.1K- 42.54% |
$1.12M - $1.19M
|
51.5K
$1.6M
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-41K- 11.83% |
$1.2M - $1.28M
|
305K
$9.47M
|
|
|
May 15, 2025
Q1 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
SELL
|
- |
-46.5K- 58.14% |
$1.36M - $1.45M
|
33.4K
$1.04M
|
|
|
Apr 11, 2025
Q1 2025
|
Pitti Group Wealth Management, LLC
|
SELL
|
- |
-50.6K- 86.84% |
$1.48M - $1.58M
|
7.67K
$238K
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-54.1K- 1.81% |
$1.59M - $1.69M
|
2.94M
$91.2M
|
|
|
Apr 16, 2025
Q1 2025
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
SELL
|
- |
-58.3K- 19.18% |
$1.71M - $1.82M
|
246K
$7.61M
|
|
|
Apr 09, 2025
Q1 2025
|
Milestone Asset Management, LLC
Pittsburgh, PA |
SELL
|
- |
-60.9K- 5.67% |
$1.79M - $1.91M
|
1.01M
$31.4M
|
|
|
May 12, 2025
Q1 2025
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-69.2K- 27.79% |
$2.03M - $2.17M
|
180K
$5.58M
|
|
|
May 15, 2025
Q1 2025
|
Harvest Investment Services, LLC
|
SELL
|
- |
-76.5K- 44.8% |
$2.24M - $2.4M
|
94.3K
$2.92M
|
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-89.8K- 22.6% |
$2.63M - $2.81M
|
308K
$9.53M
|
|
|
May 13, 2025
Q1 2025
|
Keystone Financial Group
|
SELL
|
- |
-90.3K- 35.5% |
$2.65M - $2.83M
|
164K
$5.09M
|
|
|
May 01, 2025
Q1 2025
|
Secured Retirement Advisors, LLC
St Louis Park, MN |
SELL
|
- |
-94.7K- 79.17% |
$2.78M - $2.97M
|
24.9K
$772K
|
|
|
Apr 23, 2025
Q1 2025
|
Madrona Financial Services, LLC
|
SELL
|
- |
-95.4K- 32.88% |
$2.8M - $2.99M
|
195K
$6.04M
|
|
|
May 09, 2025
Q1 2025
|
Solitude Financial Services
|
SELL
|
- |
-112K- 29.82% |
$3.3M - $3.52M
|
265K
$8.2M
|
|
|
May 15, 2025
Q1 2025
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-114K- 16.61% |
$3.35M - $3.58M
|
574K
$17.8M
|
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-129K- 56.25% |
$3.79M - $4.04M
|
100K
$3.11M
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-136K- 10.55% |
$3.99M - $4.26M
|
1.15M
$35.8M
|
|
|
Apr 29, 2025
Q1 2025
|
Brookstone Capital Management
|
SELL
|
- |
-142K- 11.27% |
$4.16M - $4.44M
|
1.12M
$34.6M
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-143KClosed |
$4.2M - $4.48M
|
0
$0
|
|
|
Apr 10, 2025
Q1 2025
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-155K- 13.53% |
$4.55M - $4.86M
|
992K
$30.8M
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-158K- 8.32% |
$4.62M - $4.93M
|
1.74M
$53.8M
|
|
|
Apr 25, 2025
Q1 2025
|
Able Financial Group, LLC
Scottsdale, AZ |
SELL
|
- |
-179K- 76.18% |
$5.24M - $5.59M
|
55.9K
$1.73M
|
|
|
May 15, 2025
Q1 2025
|
Calton & Associates, Inc.
|
SELL
|
- |
-179K- 85.77% |
$5.24M - $5.59M
|
29.6K
$919K
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-205K- 61.3% |
$6.01M - $6.41M
|
129K
$4.01M
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-220K- 50.0% |
$6.46M - $6.89M
|
220K
$6.83M
|
|
|
May 14, 2025
Q1 2025
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-235K- 89.27% |
$6.88M - $7.35M
|
28.2K
$874K
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-253K- 52.24% |
$7.42M - $7.92M
|
231K
$7.17M
|
|
|
May 15, 2025
Q1 2025
|
Concorde Asset Management, LLC
|
SELL
|
- |
-261K- 91.76% |
$7.65M - $8.16M
|
23.4K
$725K
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-265K- 3.08% |
$7.78M - $8.3M
|
8.33M
$258M
|
|
|
May 14, 2025
Q1 2025
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-271K- 29.44% |
$7.96M - $8.5M
|
650K
$20.2M
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-302K- 21.95% |
$8.85M - $9.45M
|
1.07M
$33.3M
|
|
|
Apr 28, 2025
Q1 2025
|
Simpli Fi, Inc.
|
SELL
|
- |
-368K- 96.75% |
$10.8M - $11.5M
|
12.3K
$383K
|
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
SELL
|
- |
-475K- 99.92% |
$13.9M - $14.9M
|
376
$11.7K
|
|
|
Apr 01, 2025
Q1 2025
|
Hobart Private Capital, LLC
Charlotte, NC |
SELL
|
- |
-641K- 54.65% |
$18.8M - $20.1M
|
532K
$16.5M
|
|
|
May 12, 2025
Q1 2025
|
Independent Advisor Alliance
|
SELL
|
- |
-1.51M- 99.4% |
$44.3M - $47.2M
|
9.16K
$284K
|