Purchases and Sales Made in Q2 2024 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 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
4.67M+ 18.73% |
$127M - $135M
|
29.6M
$916M
|
|
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
1.51M+ 25.92% |
$41.3M - $43.8M
|
7.35M
$228M
|
|
|
Aug 08, 2024
Q2 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
1.48M+ 37.65% |
$40.4M - $42.8M
|
5.4M
$167M
|
|
|
Jul 16, 2024
Q2 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
1.32M+ 360.01% |
$36M - $38.1M
|
1.68M
$52.1M
|
|
|
Aug 14, 2024
Q2 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
1.17M+ 47.13% |
$31.9M - $33.8M
|
3.64M
$113M
|
|
|
Jul 09, 2024
Q2 2024
|
Cwm, LLC
|
BUY
|
- |
952K+ 41.82% |
$26M - $27.6M
|
3.23M
$100M
|
|
|
Jul 18, 2024
Q2 2024
|
Brookstone Capital Management
|
BUY
|
- |
717K+ 163.69% |
$19.6M - $20.8M
|
1.16M
$35.8M
|
|
|
Aug 15, 2024
Q2 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
668K+ 93.08% |
$18.3M - $19.4M
|
1.39M
$43M
|
|
|
Jul 26, 2024
Q2 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
577K+ 58.59% |
$15.8M - $16.7M
|
1.56M
$48.4M
|
|
|
Jul 31, 2024
Q2 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
548K+ 9.14% |
$15M - $15.9M
|
6.55M
$203M
|
|
|
Jul 25, 2024
Q2 2024
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
BUY
|
- |
482K+ 153.22% |
$13.2M - $14M
|
797K
$24.7M
|
|
|
Jul 31, 2024
Q2 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
482K+ 65.9% |
$13.2M - $13.9M
|
1.21M
$37.6M
|
|
|
Aug 15, 2024
Q2 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
481K+ 428.52% |
$13.1M - $13.9M
|
593K
$18.4M
|
|
|
Jul 26, 2024
Q2 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
436K+ 19.11% |
$11.9M - $12.6M
|
2.72M
$84.1M
|
|
|
Aug 14, 2024
Q2 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
433K+ 60.36% |
$11.8M - $12.5M
|
1.15M
$35.6M
|
|
|
Aug 13, 2024
Q2 2024
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
387K+ 54.85% |
$10.6M - $11.2M
|
1.09M
$33.9M
|
|
|
Aug 09, 2024
Q2 2024
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
BUY
|
- |
361K+ 4401.18% |
$9.86M - $10.4M
|
369K
$11.4M
|
|
|
Aug 13, 2024
Q2 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
355K+ 76.81% |
$9.72M - $10.3M
|
818K
$25.4M
|
|
|
Aug 14, 2024
Q2 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
336K+ 14.22% |
$9.17M - $9.72M
|
2.7M
$83.5M
|
|
|
Jul 24, 2024
Q2 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
331K+ 117.24% |
$9.04M - $9.58M
|
613K
$19M
|
|
|
Aug 06, 2024
Q2 2024
|
Chris Bulman Inc
Roseville, CA |
BUY
|
- |
327KNew |
$8.93M - $9.46M
|
327K
$10.1M
|
|
|
Aug 20, 2024
Q2 2024
|
Truist Financial Corp
|
BUY
|
- |
309K+ 32.24% |
$8.45M - $8.95M
|
1.27M
$39.3M
|
|
|
Aug 08, 2024
Q2 2024
|
Meridian Wealth Management, LLC
|
BUY
|
- |
309KNew |
$8.45M - $8.95M
|
309K
$9.58M
|
|
|
Aug 02, 2024
Q2 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
255K+ 77.83% |
$6.96M - $7.37M
|
582K
$18M
|
|
|
Aug 12, 2024
Q2 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
242K+ 19.14% |
$6.6M - $6.99M
|
1.5M
$46.6M
|
|
|
Jul 12, 2024
Q2 2024
|
Ignite Planners, LLC
|
BUY
|
- |
223K+ 136.29% |
$6.08M - $6.44M
|
386K
$12M
|
|
|
Jul 19, 2024
Q2 2024
|
Milestone Asset Management, LLC
Pittsburgh, PA |
BUY
|
- |
198K+ 16.69% |
$5.4M - $5.72M
|
1.38M
$42.8M
|
|
|
Aug 06, 2024
Q2 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
186K+ 1840.29% |
$5.07M - $5.37M
|
196K
$6.06M
|
|
|
Aug 09, 2024
Q2 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
168KNew |
$4.58M - $4.85M
|
168K
$5.19M
|
|
|
Jul 19, 2024
Q2 2024
|
Ergawealth Advisors, Inc.
Oak Brook, IL |
BUY
|
- |
163K+ 572.76% |
$4.47M - $4.73M
|
192K
$5.95M
|
|
|
Jul 15, 2024
Q2 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
122K+ 19.09% |
$3.34M - $3.54M
|
762K
$23.6M
|
|
|
Aug 14, 2024
Q2 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
113K+ 51.44% |
$3.09M - $3.28M
|
333K
$10.3M
|
|
|
Jul 10, 2024
Q2 2024
|
Simplicity Wealth,Llc
|
BUY
|
- |
102K+ 28.73% |
$2.8M - $2.96M
|
458K
$14.2M
|
|
|
Aug 14, 2024
Q2 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
100K+ 8.14% |
$2.74M - $2.9M
|
1.33M
$41.3M
|
|
|
Aug 09, 2024
Q2 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
100K+ 30.14% |
$2.73M - $2.89M
|
432K
$13.4M
|
|
|
Jul 22, 2024
Q2 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
95.7K+ 8.58% |
$2.61M - $2.77M
|
1.21M
$37.5M
|
|
|
Aug 15, 2024
Q2 2024
|
Core Wealth Advisors, Inc.
Lakeland, FL |
BUY
|
- |
88.7KNew |
$2.42M - $2.57M
|
88.7K
$2.75M
|
|
|
Aug 02, 2024
Q2 2024
|
Kovack Advisors, Inc.
|
BUY
|
- |
87.4KNew |
$2.39M - $2.53M
|
87.4K
$2.71M
|
|
|
Aug 05, 2024
Q2 2024
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
80.2K+ 15.65% |
$2.19M - $2.32M
|
593K
$18.4M
|
|
|
Aug 16, 2024
Q2 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
77.5K+ 1012.29% |
$2.12M - $2.24M
|
85.1K
$2.64M
|
|
|
Jul 16, 2024
Q2 2024
|
Andina Capital Management, LLC
Lehi, UT |
BUY
|
- |
77.3K+ 60.53% |
$2.11M - $2.24M
|
205K
$6.35M
|
|
|
Jul 19, 2024
Q2 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
74.6K+ 77.32% |
$2.04M - $2.16M
|
171K
$5.3M
|
|
|
Aug 12, 2024
Q2 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
73.3K+ 25.78% |
$2M - $2.12M
|
358K
$11.1M
|
|
|
Jul 16, 2024
Q2 2024
|
Keudell
|
BUY
|
- |
70.7KNew |
$1.93M - $2.05M
|
70.7K
$2.19M
|
|
|
Jul 17, 2024
Q2 2024
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
BUY
|
- |
67.9K+ 274.03% |
$1.86M - $1.97M
|
92.7K
$2.87M
|
|
|
Jul 30, 2024
Q2 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
67.8KNew |
$1.85M - $1.96M
|
67.8K
$2.1M
|
|
|
Jul 30, 2024
Q2 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
67.5K+ 26.4% |
$1.84M - $1.95M
|
323K
$10M
|
|
|
Aug 14, 2024
Q2 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
63K+ 3.58% |
$1.72M - $1.82M
|
1.82M
$56.5M
|
|
|
Aug 07, 2024
Q2 2024
|
Stone X Group Inc.
|
BUY
|
- |
61.8K+ 9.95% |
$1.69M - $1.79M
|
683K
$21.2M
|
|
|
Aug 08, 2024
Q2 2024
|
Vima LLC
Troy, MI |
BUY
|
- |
61.2KNew |
$1.67M - $1.77M
|
61.2K
$1.9M
|