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 |
|---|---|---|---|---|---|---|---|
|
Jul 29, 2024
Q2 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
61.1K+ 41.63% |
$1.67M - $1.77M
|
208K
$6.49M
|
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
59.8K+ 1.33% |
$1.63M - $1.73M
|
4.55M
$142M
|
|
|
Jul 29, 2024
Q2 2024
|
Key F Inancial Inc
|
BUY
|
- |
57.1K+ 18.46% |
$1.56M - $1.65M
|
366K
$11.4M
|
|
|
Jul 16, 2024
Q2 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
56.7K+ 21.91% |
$1.55M - $1.64M
|
316K
$9.85M
|
|
|
Aug 08, 2024
Q2 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
56.6K+ 30.49% |
$1.55M - $1.64M
|
242K
$7.57M
|
|
|
Aug 15, 2024
Q2 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
55.2KNew |
$1.51M - $1.6M
|
55.2K
$1.72M
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
53.8K+ 832.87% |
$1.47M - $1.56M
|
60.2K
$1.88M
|
|
|
Jul 25, 2024
Q2 2024
|
Financial Guidance Group, Inc.
|
BUY
|
- |
53.3KNew |
$1.46M - $1.54M
|
53.3K
$1.66M
|
|
|
Aug 14, 2024
Q2 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
52.9K+ 296.89% |
$1.44M - $1.53M
|
70.7K
$2.21M
|
|
|
Aug 05, 2024
Q2 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
52.2K+ 19.86% |
$1.43M - $1.51M
|
315K
$9.83M
|
|
|
Aug 05, 2024
Q2 2024
|
Valtinson Bruner Financial Planning LLC
|
BUY
|
- |
47.8K+ 17.06% |
$1.31M - $1.38M
|
328K
$10.2M
|
|
|
Jul 15, 2024
Q2 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
46.5K+ 29.54% |
$1.27M - $1.35M
|
204K
$6.36M
|
|
|
Aug 14, 2024
Q2 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
45.5K+ 45.6% |
$1.24M - $1.32M
|
145K
$4.54M
|
|
|
Aug 19, 2024
Q2 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
44.9K+ 100.03% |
$1.23M - $1.3M
|
89.8K
$2.8M
|
|
|
Aug 13, 2024
Q2 2024
|
Edge Capital Group, LLC
|
BUY
|
- |
43.7K+ 35.09% |
$1.2M - $1.27M
|
168K
$5.26M
|
|
|
Aug 13, 2024
Q2 2024
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
41.2K+ 41.48% |
$1.13M - $1.19M
|
141K
$4.39M
|
|
|
Jul 09, 2024
Q2 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
40.9KNew |
$1.12M - $1.18M
|
40.9K
$1.28M
|
|
|
Aug 12, 2024
Q2 2024
|
Tradition Wealth Management, LLC
|
BUY
|
- |
37.9K+ 3.31% |
$1.04M - $1.1M
|
1.18M
$37M
|
|
|
Jul 30, 2024
Q2 2024
|
Navalign, LLC
|
BUY
|
- |
37.9K+ 37.66% |
$1.04M - $1.1M
|
138K
$4.32M
|
|
|
Jul 17, 2024
Q2 2024
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
37.9KNew |
$1.04M - $1.1M
|
37.9K
$1.18M
|
|
|
Aug 02, 2024
Q2 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
37.5KNew |
$1.02M - $1.09M
|
37.5K
$1.17M
|
|
|
Aug 13, 2024
Q2 2024
|
Delta Investment Management, LLC
|
BUY
|
- |
36.8K+ 17.45% |
$1.01M - $1.06M
|
248K
$7.73M
|
|
|
Jul 12, 2024
Q2 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
35.9KNew |
$981K - $1.04M
|
35.9K
$1.12M
|
|
|
Jul 30, 2024
Q2 2024
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
35.9K+ 57.15% |
$980K - $1.04M
|
98.6K
$3.08M
|
|
|
Aug 06, 2024
Q2 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
34.7KNew |
$949K - $1.01M
|
34.7K
$1.08M
|
|
|
Sep 09, 2024
Q2 2024
|
Heritage Wealth Management, Inc.
Cincinnati, OH |
BUY
|
- |
32.8KNew |
$896K - $949K
|
32.8K
$1.02M
|
|
|
Jul 31, 2024
Q2 2024
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
32.7K+ 15.07% |
$893K - $946K
|
250K
$7.79M
|
|
|
Jul 16, 2024
Q2 2024
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
31.8KNew |
$868K - $919K
|
31.8K
$991K
|
|
|
Aug 05, 2024
Q2 2024
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
- |
30.5K+ 52.1% |
$835K - $884K
|
89.2K
$2.78M
|
|
|
Jul 05, 2024
Q2 2024
|
Hbw Advisory Services LLC
|
BUY
|
- |
30.5K+ 47.1% |
$833K - $882K
|
95.2K
$2.97M
|
|
|
Aug 14, 2024
Q2 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
30.3KNew |
$828K - $877K
|
30.3K
$946K
|
|
|
Aug 14, 2024
Q2 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
28.8K+ 21.45% |
$788K - $835K
|
163K
$5.1M
|
|
|
Jul 17, 2024
Q2 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
28.3K+ 33.04% |
$774K - $819K
|
114K
$3.56M
|
|
|
Jul 30, 2024
Q2 2024
|
Hobart Private Capital, LLC
Charlotte, NC |
BUY
|
- |
27.5K+ 2.53% |
$750K - $795K
|
1.11M
$34.7M
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
26.1KNew |
$714K - $757K
|
26.1K
$816K
|
|
|
Aug 08, 2024
Q2 2024
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
25.6KNew |
$701K - $742K
|
25.6K
$800K
|
|
|
Aug 09, 2024
Q2 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
25.2K+ 15.14% |
$689K - $730K
|
192K
$5.99M
|
|
|
Sep 20, 2024
Q2 2024
|
Centaurus Financial, Inc.
|
BUY
|
- |
25.2K+ 9.17% |
$688K - $729K
|
300K
$9.36M
|
|
|
Aug 07, 2024
Q2 2024
|
Stonebridge Financial Planning Group, LLC
|
BUY
|
- |
24.8K+ 36.97% |
$679K - $719K
|
92K
$2.87M
|
|
|
Jul 15, 2024
Q2 2024
|
Pcg Wealth Advisors, LLC
|
BUY
|
- |
24.4K+ 25.19% |
$668K - $707K
|
121K
$3.79M
|
|
|
Jul 26, 2024
Q2 2024
|
Able Financial Group, LLC
Scottsdale, AZ |
BUY
|
- |
24.1K+ 7.99% |
$659K - $698K
|
326K
$10.2M
|
|
|
Aug 06, 2024
Q2 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
24K+ 140.78% |
$657K - $696K
|
41.1K
$1.28M
|
|
|
Aug 13, 2024
Q2 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
23.8KNew |
$649K - $688K
|
23.8K
$742K
|
|
|
Aug 12, 2024
Q2 2024
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
22.7K+ 74.46% |
$620K - $656K
|
53.1K
$1.66M
|
|
|
Aug 14, 2024
Q2 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
22.1K+ 3.46% |
$604K - $640K
|
661K
$20.6M
|
|
|
Aug 09, 2024
Q2 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
21.7K+ 3.63% |
$592K - $627K
|
618K
$19.3M
|
|
|
Jul 15, 2024
Q2 2024
|
Cooper Financial Group
|
BUY
|
- |
21.5K+ 10.63% |
$589K - $624K
|
224K
$7M
|
|
|
Jul 23, 2024
Q2 2024
|
American Institute For Advanced Investment Management, LLP
|
BUY
|
- |
21.3K+ 232.21% |
$582K - $617K
|
30.5K
$952K
|
|
|
Jul 30, 2024
Q2 2024
|
L.M. Kohn & Company
|
BUY
|
- |
21.1K+ 18.87% |
$578K - $612K
|
133K
$4.16M
|
|
|
Jul 30, 2024
Q2 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
20.7K+ 6.07% |
$565K - $598K
|
361K
$11.3M
|