Purchases and Sales Made in Q2 2023 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 Q2 2023. 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 |
---|---|---|---|---|---|---|---|
Jul 26, 2023
Q2 2023
|
Arkadios Wealth Advisors
|
BUY
|
- |
29.7K+ 3.58% |
$690K - $744K
|
859K
$26.6M
|
|
Aug 08, 2023
Q2 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
29.4K+ 11.47% |
$682K - $735K
|
285K
$8.84M
|
|
Aug 03, 2023
Q2 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
27.6K+ 2.97% |
$640K - $690K
|
954K
$29.6M
|
|
Aug 03, 2023
Q2 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
23.4K+ 30.09% |
$544K - $586K
|
101K
$3.14M
|
|
Jul 26, 2023
Q2 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
21.1K+ 21.87% |
$489K - $527K
|
117K
$3.64M
|
|
Jan 12, 2024
Q2 2023
|
Private Advisory Group LLC
Redmond, WA |
BUY
|
- |
18.3K+ 46.28% |
$425K - $458K
|
57.8K
$1.79M
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
18K+ 3.46% |
$418K - $450K
|
537K
$16.7M
|
|
Jul 25, 2023
Q2 2023
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
16.4K+ 108.79% |
$381K - $410K
|
31.5K
$975K
|
|
Aug 02, 2023
Q2 2023
|
Valmark Advisers, Inc.
|
BUY
|
- |
16.2KNew |
$377K - $406K
|
16.2K
$503K
|
|
Jul 17, 2023
Q2 2023
|
Clarus Group, Inc.
|
BUY
|
- |
15K+ 5.46% |
$348K - $375K
|
290K
$8.97M
|
|
Aug 08, 2023
Q2 2023
|
Integrity Financial Corp
|
BUY
|
- |
14.4K+ 13.99% |
$334K - $360K
|
117K
$3.63M
|
|
Aug 08, 2023
Q2 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
13.5K+ 152.95% |
$313K - $338K
|
22.3K
$691K
|
|
Aug 13, 2024
Q2 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
13.1K+ 88.67% |
$304K - $328K
|
27.9K
$864K
|
|
Jul 14, 2023
Q2 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
12.4K+ 12.3% |
$287K - $310K
|
113K
$3.5M
|
|
Aug 14, 2023
Q2 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
12.3KNew |
$286K - $309K
|
12.3K
$382K
|
|
Aug 04, 2023
Q2 2023
|
Schubert & CO
|
BUY
|
- |
12.2KNew |
$284K - $306K
|
12.2K
$379K
|
|
Jul 17, 2023
Q2 2023
|
Beacon Financial Advisory LLC
|
BUY
|
- |
11.7K+ 133.41% |
$271K - $292K
|
20.4K
$632K
|
|
Aug 14, 2023
Q2 2023
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
11.6KNew |
$269K - $290K
|
11.6K
$359K
|
|
Aug 04, 2023
Q2 2023
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
11.5K+ 26.55% |
$267K - $287K
|
54.7K
$1.69M
|
|
Jul 21, 2023
Q2 2023
|
Psi Advisors, LLC
|
BUY
|
- |
11.4KNew |
$264K - $285K
|
11.4K
$352K
|
|
Aug 08, 2023
Q2 2023
|
Prospera Financial Services Inc
|
BUY
|
- |
11.3KNew |
$262K - $283K
|
11.3K
$350K
|
|
Jul 07, 2023
Q2 2023
|
Cooper Financial Group
|
BUY
|
- |
10.9K+ 92.15% |
$254K - $274K
|
22.8K
$707K
|
|
Aug 14, 2023
Q2 2023
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
10.7K+ 11.78% |
$248K - $267K
|
101K
$3.14M
|
|
Aug 14, 2023
Q2 2023
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
BUY
|
- |
10.2KNew |
$236K - $254K
|
10.2K
$315K
|
|
Aug 11, 2023
Q2 2023
|
Signature Securities Group Corporation
|
BUY
|
- |
9.69KNew |
$225K - $243K
|
9.69K
$300K
|
|
Jul 18, 2023
Q2 2023
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
9.63K+ 63.29% |
$224K - $241K
|
24.8K
$770K
|
|
Jul 14, 2023
Q2 2023
|
Navalign, LLC
|
BUY
|
- |
9.33K+ 11.58% |
$217K - $234K
|
89.8K
$2.78M
|
|
Aug 02, 2023
Q2 2023
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
9.22KNew |
$214K - $231K
|
9.22K
$286K
|
|
Aug 15, 2023
Q2 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
9.04K+ 45.99% |
$210K - $226K
|
28.7K
$889K
|
|
Aug 07, 2023
Q2 2023
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
8.4KNew |
$195K - $210K
|
8.4K
$260K
|
|
Aug 02, 2023
Q2 2023
|
Meridian Wealth Management, LLC
|
BUY
|
- |
8.39K+ 4.3% |
$195K - $210K
|
203K
$6.3M
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
8.23K+ 10.78% |
$191K - $206K
|
84.6K
$2.62M
|
|
Aug 14, 2023
Q2 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
8.01K+ 5.18% |
$186K - $201K
|
163K
$5.04M
|
|
Aug 14, 2023
Q2 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
7.39K+ 0.65% |
$172K - $185K
|
1.15M
$35.6M
|
|
Aug 30, 2023
Q2 2023
|
Western Wealth Management, LLC
|
BUY
|
- |
7.39K+ 15.94% |
$172K - $185K
|
53.7K
$1.66M
|
|
Aug 04, 2023
Q2 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
6.73K+ 8.66% |
$156K - $168K
|
84.4K
$2.62M
|
|
Aug 15, 2023
Q2 2023
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
5.67K+ 90.88% |
$132K - $142K
|
11.9K
$369K
|
|
Jul 13, 2023
Q2 2023
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
5.65K+ 34.2% |
$131K - $141K
|
22.2K
$687K
|
|
Aug 11, 2023
Q2 2023
|
Harvest Investment Services, LLC
|
BUY
|
- |
5.56K+ 46.62% |
$129K - $139K
|
17.5K
$542K
|
|
Aug 15, 2023
Q2 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
4.75K+ 77.75% |
$110K - $119K
|
10.9K
$337K
|
|
Jul 25, 2023
Q2 2023
|
Sanctuary Wealth Management, L.L.C.
|
BUY
|
- |
4.67KNew |
$108K - $117K
|
4.67K
$145K
|
|
Aug 11, 2023
Q2 2023
|
Stone X Group Inc.
|
BUY
|
- |
4.58K+ 5.68% |
$107K - $115K
|
85.3K
$2.64M
|
|
Aug 10, 2023
Q2 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
4.54K+ 2.5% |
$105K - $114K
|
186K
$5.77M
|
|
Jul 13, 2023
Q2 2023
|
Cambridge Advisors Inc.
|
BUY
|
- |
4.14K+ 9.11% |
$96.3K - $104K
|
49.6K
$1.54M
|
|
Aug 08, 2023
Q2 2023
|
Rovin Capital
|
BUY
|
- |
3.67K+ 28.85% |
$85.4K - $92K
|
16.4K
$508K
|
|
Aug 03, 2023
Q2 2023
|
Larson Financial Group LLC
|
BUY
|
- |
3.14K+ 15.2% |
$72.9K - $78.5K
|
23.8K
$736K
|
|
Jul 05, 2023
Q2 2023
|
Hbw Advisory Services LLC
|
BUY
|
- |
3.08K+ 7.47% |
$71.6K - $77.1K
|
44.3K
$1.37M
|
|
Jul 17, 2023
Q2 2023
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
2.68K+ 1.43% |
$62.4K - $67.2K
|
190K
$5.89M
|
|
Aug 10, 2023
Q2 2023
|
Triton Wealth Management, Pllc
|
BUY
|
- |
2.34K+ 0.91% |
$54.4K - $58.6K
|
261K
$8.08M
|
|
Jul 31, 2023
Q2 2023
|
Tower Wealth Partners, Inc.
Lewisburg, PA |
BUY
|
- |
2.32K+ 0.71% |
$53.9K - $58.1K
|
328K
$10.2M
|