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 23, 2024
Q2 2024
|
Private Advisory Group LLC
Redmond, WA |
BUY
|
- |
920+ 2.79% |
$25.1K - $26.6K
|
33.8K
$1.05M
|
|
|
Jul 30, 2024
Q2 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
883+ 5.78% |
$24.1K - $25.6K
|
16.2K
$501K
|
|
|
Jul 29, 2024
Q2 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
733+ 3.95% |
$20K - $21.2K
|
19.3K
$598K
|
|
|
Aug 05, 2024
Q2 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
646+ 36.46% |
$17.7K - $18.7K
|
2.42K
$74.9K
|
|
|
Aug 08, 2024
Q2 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
635+ 3.16% |
$17.4K - $18.4K
|
20.8K
$643K
|
|
|
Jul 15, 2024
Q2 2024
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
550+ 33.07% |
$15K - $15.9K
|
2.21K
$68.6K
|
|
|
Aug 09, 2024
Q2 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
441+ 12.17% |
$12.1K - $12.8K
|
4.07K
$126K
|
|
|
Jul 23, 2024
Q2 2024
|
Macroview Investment Management LLC
|
BUY
|
- |
424+ 39.55% |
$11.6K - $12.3K
|
1.5K
$46.4K
|
|
|
Jul 10, 2024
Q2 2024
|
Albion Financial Group
|
BUY
|
- |
300New |
$8.2K - $8.69K
|
300
$9.3K
|
|
|
Jul 18, 2024
Q2 2024
|
Gradient Investments LLC
|
BUY
|
- |
214New |
$5.85K - $6.2K
|
214
$6.63K
|
|
|
Aug 14, 2024
Q2 2024
|
Private Portfolio Partners LLC
|
BUY
|
- |
200+ 2.44% |
$5.47K - $5.79K
|
8.39K
$260K
|
|
|
Aug 13, 2024
Q2 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
195+ 11.52% |
$5.33K - $5.65K
|
1.89K
$58.5K
|
|
|
Aug 13, 2024
Q2 2024
|
Assetmark, Inc
|
BUY
|
- |
194+ 10.29% |
$5.3K - $5.62K
|
2.08K
$64.4K
|
|
|
Aug 14, 2024
Q2 2024
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
190New |
$5.19K - $5.5K
|
190
$5.89K
|
|
|
Jul 31, 2024
Q2 2024
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
187+ 1.01% |
$5.11K - $5.41K
|
18.8K
$582K
|
|
|
Aug 02, 2024
Q2 2024
|
Larson Financial Group LLC
|
BUY
|
- |
180+ 0.51% |
$4.92K - $5.21K
|
35.5K
$1.1M
|
|
|
Jul 19, 2024
Q2 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
168+ 0.4% |
$4.59K - $4.86K
|
42.5K
$1.32M
|
|
|
Jul 16, 2024
Q2 2024
|
Apeiron Ria LLC
|
BUY
|
- |
70+ 0.58% |
$1.91K - $2.03K
|
12.2K
$378K
|
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
55+ 103.77% |
$1.5K - $1.59K
|
108
$3.35K
|
|
|
Jul 24, 2024
Q2 2024
|
Dt Investment Partners, LLC
|
BUY
|
- |
35New |
$957 - $1.01K
|
35
$1.08K
|
|
|
Jul 15, 2024
Q2 2024
|
Ewg Elevate Inc.
|
BUY
|
- |
16+ 0.06% |
$437 - $463
|
27.8K
$861K
|
|
|
Jul 10, 2024
Q2 2024
|
Rda Financial Network
|
BUY
|
- |
16+ 0.03% |
$437 - $463
|
48.9K
$1.51M
|
|
|
Jul 12, 2024
Q2 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
11New |
$301 - $318
|
11
$341
|
|
|
Jul 22, 2024
Q2 2024
|
Onyx Bridge Wealth Group LLC
|
SELL
|
- |
-47- 0.05% |
$1.28K - $1.36K
|
95.9K
$2.97M
|
|
|
Oct 30, 2024
Q2 2024
|
Magnolia Capital Advisors LLC
Jackson, MS |
SELL
|
- |
-57- 0.1% |
$1.56K - $1.65K
|
57.1K
$1.77M
|
|
|
Aug 09, 2024
Q2 2024
|
Pitti Group Wealth Management, LLC
|
SELL
|
- |
-64- 0.02% |
$1.75K - $1.85K
|
415K
$12.9M
|
|
|
Aug 02, 2024
Q2 2024
|
Money Concepts Capital Corp
|
SELL
|
- |
-177- 0.06% |
$4.84K - $5.12K
|
284K
$8.81M
|
|
|
Jul 25, 2024
Q2 2024
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-237- 0.65% |
$6.48K - $6.86K
|
36K
$1.12M
|
|
|
Jul 30, 2024
Q2 2024
|
Integrity Financial Corp
|
SELL
|
- |
-243- 0.2% |
$6.64K - $7.03K
|
123K
$3.82M
|
|
|
Aug 13, 2024
Q2 2024
|
Merit Financial Group, LLC
|
SELL
|
- |
-244- 0.49% |
$6.67K - $7.06K
|
49.7K
$1.54M
|
|
|
Jul 17, 2024
Q2 2024
|
Alliance Wealth Advisors, LLC
|
SELL
|
- |
-283- 1.03% |
$7.73K - $8.19K
|
27.2K
$842K
|
|
|
Aug 01, 2024
Q2 2024
|
Fsa Advisors, Inc.
Troy, MI |
SELL
|
- |
-295- 1.08% |
$8.06K - $8.54K
|
26.9K
$834K
|
|
|
Aug 08, 2024
Q2 2024
|
Scarborough Advisors, LLC
Annapolis, MD |
SELL
|
- |
-316- 14.48% |
$8.64K - $9.15K
|
1.87K
$57.9K
|
|
|
Jul 22, 2024
Q2 2024
|
Masso Torrence Wealth Management Inc.
|
SELL
|
- |
-323- 4.13% |
$8.83K - $9.35K
|
7.5K
$232K
|
|
|
Jul 24, 2024
Q2 2024
|
Edge Rock Capital LLC
|
SELL
|
- |
-430- 2.05% |
$11.8K - $12.4K
|
20.5K
$636K
|
|
|
Jul 25, 2024
Q2 2024
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-450- 1.65% |
$12.3K - $13K
|
26.8K
$831K
|
|
|
Jul 30, 2024
Q2 2024
|
Pinnacle Associates LTD
|
SELL
|
- |
-450- 1.37% |
$12.3K - $13K
|
32.5K
$1.01M
|
|
|
Aug 12, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-754- 9.78% |
$20.6K - $21.8K
|
6.95K
$215K
|
|
|
Aug 13, 2024
Q2 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-821- 71.39% |
$22.4K - $23.8K
|
329
$10.2K
|
|
|
Jul 25, 2024
Q2 2024
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-1K- 1.26% |
$27.3K - $29K
|
78.1K
$2.42M
|
|
|
Aug 05, 2024
Q2 2024
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-1.1K- 2.36% |
$30.1K - $31.8K
|
45.5K
$1.41M
|
|
|
Jul 30, 2024
Q2 2024
|
Central Pacific Bank Trust Division
Honolulu, HI |
SELL
|
- |
-1.12K- 1.32% |
$30.5K - $32.3K
|
83.2K
$2.58M
|
|
|
Aug 06, 2024
Q2 2024
|
Stephens Inc
|
SELL
|
- |
-1.67K- 4.58% |
$45.5K - $48.2K
|
34.7K
$1.08M
|
|
|
Aug 13, 2024
Q2 2024
|
Prosperity Financial Group, Inc.
San Ramon, CA |
SELL
|
- |
-1.85K- 17.1% |
$50.6K - $53.6K
|
8.97K
$278K
|
|
|
Aug 12, 2024
Q2 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-1.93K- 12.65% |
$52.7K - $55.8K
|
13.3K
$413K
|
|
|
Jul 02, 2024
Q2 2024
|
First Hawaiian Bank
|
SELL
|
- |
-2.04K- 2.33% |
$55.8K - $59.1K
|
85.6K
$2.65M
|
|
|
Aug 12, 2024
Q2 2024
|
Independent Advisor Alliance
|
SELL
|
- |
-2.6K- 24.87% |
$71.1K - $75.4K
|
7.86K
$244K
|
|
|
Jul 12, 2024
Q2 2024
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-2.91K- 4.86% |
$79.4K - $84.1K
|
56.9K
$1.76M
|
|
|
Jul 25, 2024
Q2 2024
|
Schulz Wealth, Ltd.
Mansfield, TX |
SELL
|
- |
-3.03K- 0.94% |
$82.8K - $87.7K
|
318K
$9.87M
|
|
|
Jul 26, 2024
Q2 2024
|
Ssi Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-3.44K- 1.86% |
$94.1K - $99.6K
|
182K
$5.63M
|