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 16, 2024
Q2 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
20.4K+ 15.37% |
$558K - $591K
|
153K
$4.75M
|
|
|
Jul 23, 2024
Q2 2024
|
Allworth Financial LP
|
BUY
|
- |
20.2KNew |
$553K - $586K
|
20.2K
$627K
|
|
|
Aug 14, 2024
Q2 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
19.6K+ 6.51% |
$536K - $568K
|
321K
$9.95M
|
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
19.6KNew |
$535K - $567K
|
19.6K
$607K
|
|
|
Aug 12, 2024
Q2 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
19K+ 8.17% |
$519K - $549K
|
251K
$7.79M
|
|
|
Jul 26, 2024
Q2 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
18.4K+ 6.2% |
$503K - $533K
|
315K
$9.76M
|
|
|
Jul 26, 2024
Q2 2024
|
Encompass More Asset Management
Danville, CA |
BUY
|
- |
18.2K+ 9.29% |
$497K - $526K
|
214K
$6.63M
|
|
|
Jul 23, 2024
Q2 2024
|
Owen La Rue, LLC
Elizabethtown, KY |
BUY
|
- |
18KNew |
$492K - $521K
|
18K
$558K
|
|
|
Aug 12, 2024
Q2 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
18K+ 18.7% |
$491K - $520K
|
114K
$3.54M
|
|
|
Jul 19, 2024
Q2 2024
|
Solitude Financial Services
|
BUY
|
- |
17.3K+ 4.47% |
$472K - $500K
|
404K
$12.5M
|
|
|
Jul 25, 2024
Q2 2024
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
17.1KNew |
$466K - $494K
|
17.1K
$529K
|
|
|
Jul 22, 2024
Q2 2024
|
Trilogy Capital Inc.
|
BUY
|
- |
16.8KNew |
$459K - $486K
|
16.8K
$521K
|
|
|
Jul 31, 2024
Q2 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
16.6K+ 53.15% |
$454K - $480K
|
47.8K
$1.48M
|
|
|
Aug 07, 2024
Q2 2024
|
Pfg Advisors
|
BUY
|
- |
16.5K+ 205.73% |
$451K - $478K
|
24.5K
$760K
|
|
|
Aug 06, 2024
Q2 2024
|
Wedbush Securities Inc
|
BUY
|
- |
16.4K+ 18.28% |
$449K - $475K
|
106K
$3.29M
|
|
|
Jul 24, 2024
Q2 2024
|
Cedrus LLC
Littleton, CO |
BUY
|
- |
15.9KNew |
$434K - $459K
|
15.9K
$492K
|
|
|
Jul 09, 2024
Q2 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
14.4K+ 42.48% |
$394K - $417K
|
48.3K
$1.5M
|
|
|
Aug 02, 2024
Q2 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
14.3K+ 6.38% |
$390K - $413K
|
238K
$7.38M
|
|
|
Aug 13, 2024
Q2 2024
|
Synergy Financial Group, LTD
|
BUY
|
- |
13.9KNew |
$380K - $403K
|
13.9K
$431K
|
|
|
Jul 23, 2024
Q2 2024
|
Psi Advisors, LLC
|
BUY
|
- |
13.8K+ 3.63% |
$378K - $400K
|
395K
$12.2M
|
|
|
Aug 09, 2024
Q2 2024
|
Perissos Private Wealth Management, LLC
Bethany, OK |
BUY
|
- |
13.8KNew |
$376K - $399K
|
13.8K
$427K
|
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
13.8K+ 12.83% |
$376K - $398K
|
121K
$3.75M
|
|
|
Aug 14, 2024
Q2 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
13.7K+ 53.33% |
$373K - $396K
|
39.3K
$1.22M
|
|
|
Jul 30, 2024
Q2 2024
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
13.4K+ 16.39% |
$367K - $389K
|
95.4K
$2.96M
|
|
|
Aug 07, 2024
Q2 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
13KNew |
$356K - $377K
|
13K
$404K
|
|
|
Aug 01, 2024
Q2 2024
|
Naviter Wealth, LLC
|
BUY
|
- |
12.8K+ 5.51% |
$351K - $372K
|
246K
$7.61M
|
|
|
Jul 24, 2024
Q2 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
12.4K+ 8.78% |
$338K - $358K
|
153K
$4.75M
|
|
|
Jul 19, 2024
Q2 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
12.3K+ 57.31% |
$336K - $356K
|
33.8K
$1.05M
|
|
|
Jul 11, 2024
Q2 2024
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
11.7K+ 107.1% |
$320K - $339K
|
22.6K
$701K
|
|
|
Jul 23, 2024
Q2 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
11K+ 323.52% |
$300K - $318K
|
14.4K
$446K
|
|
|
Jul 12, 2024
Q2 2024
|
Lion Street Advisors, LLC
|
BUY
|
- |
10.9K+ 27.7% |
$297K - $314K
|
50K
$1.55M
|
|
|
Jul 22, 2024
Q2 2024
|
Armstrong, Fleming & Moore, Inc
Washington, DC |
BUY
|
- |
10.6KNew |
$289K - $306K
|
10.6K
$328K
|
|
|
Jul 23, 2024
Q2 2024
|
Wespac Advisors So Cal, LLC
|
BUY
|
- |
10.4KNew |
$284K - $301K
|
10.4K
$322K
|
|
|
Aug 02, 2024
Q2 2024
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
10.4K+ 6.57% |
$284K - $301K
|
168K
$5.22M
|
|
|
Aug 13, 2024
Q2 2024
|
Harvest Investment Services, LLC
|
BUY
|
- |
10.1K+ 48.5% |
$275K - $291K
|
30.8K
$954K
|
|
|
Jul 31, 2024
Q2 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
9.72K+ 7.91% |
$266K - $281K
|
133K
$4.11M
|
|
|
Aug 07, 2024
Q2 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
9.44K+ 6.23% |
$258K - $273K
|
161K
$4.99M
|
|
|
Jul 23, 2024
Q2 2024
|
Private Trust CO Na
|
BUY
|
- |
9.15K+ 19.61% |
$250K - $265K
|
55.8K
$1.73M
|
|
|
Aug 05, 2024
Q2 2024
|
Indie Asset Partners, LLC
Carmel, IN |
BUY
|
- |
9.12KNew |
$249K - $264K
|
9.12K
$283K
|
|
|
Aug 14, 2024
Q2 2024
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
BUY
|
- |
9.1KNew |
$249K - $264K
|
9.1K
$282K
|
|
|
Aug 09, 2024
Q2 2024
|
Tower Wealth Partners, Inc.
Lewisburg, PA |
BUY
|
- |
9.08K+ 2.51% |
$248K - $263K
|
371K
$11.5M
|
|
|
Jul 26, 2024
Q2 2024
|
Presidio Capital Management, LLC
|
BUY
|
- |
9.03KNew |
$247K - $261K
|
9.03K
$280K
|
|
|
Jul 11, 2024
Q2 2024
|
Worth Asset Management, LLC
|
BUY
|
- |
8.97KNew |
$245K - $260K
|
8.97K
$278K
|
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
8.83K+ 16.92% |
$241K - $256K
|
61K
$1.89M
|
|
|
Aug 06, 2024
Q2 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
8.83KNew |
$241K - $256K
|
8.83K
$274K
|
|
|
Jul 22, 2024
Q2 2024
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
8.8K+ 44.52% |
$241K - $255K
|
28.6K
$885K
|
|
|
Aug 05, 2024
Q2 2024
|
Gentry Private Wealth, LLC
Wichita, KS |
BUY
|
- |
8.79KNew |
$240K - $254K
|
8.79K
$272K
|
|
|
Aug 02, 2024
Q2 2024
|
Founders Financial Securities LLC
|
BUY
|
- |
8.76KNew |
$239K - $253K
|
8.76K
$271K
|
|
|
Aug 13, 2024
Q2 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
8.39K+ 1.64% |
$229K - $243K
|
520K
$16.1M
|
|
|
Aug 09, 2024
Q2 2024
|
Citizens Financial Group Inc
|
BUY
|
- |
8.03KNew |
$220K - $233K
|
8.03K
$249K
|