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 25, 2024
Q2 2024
|
Simpli Fi, Inc.
|
SELL
|
- |
-3.58K- 0.92% |
$97.7K - $103K
|
386K
$12M
|
|
|
Jul 29, 2024
Q2 2024
|
Aifg Consultants Ltd.
Halfmoon, NY |
SELL
|
- |
-4.07K- 3.86% |
$111K - $118K
|
101K
$3.14M
|
|
|
Aug 06, 2024
Q2 2024
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
SELL
|
- |
-4.32K- 4.3% |
$118K - $125K
|
96.2K
$2.98M
|
|
|
Aug 14, 2024
Q2 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
SELL
|
- |
-5.01K- 0.91% |
$137K - $145K
|
545K
$16.9M
|
|
|
Aug 20, 2024
Q2 2024
|
Hfg Wealth Management, LLC
The Woodlands, TX |
SELL
|
- |
-5.18K- 2.35% |
$142K - $150K
|
216K
$6.68M
|
|
|
Aug 14, 2024
Q2 2024
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-6.58K- 8.73% |
$180K - $190K
|
68.8K
$2.13M
|
|
|
Aug 09, 2024
Q2 2024
|
Wealth Plan Investment Management, LLC
Omaha, NE |
SELL
|
- |
-7.06K- 1.92% |
$193K - $204K
|
360K
$11.2M
|
|
|
Aug 14, 2024
Q2 2024
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-7.18K- 14.78% |
$196K - $208K
|
41.4K
$1.28M
|
|
|
Jul 18, 2024
Q2 2024
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-7.48K- 2.77% |
$204K - $217K
|
263K
$8.14M
|
|
|
Aug 13, 2024
Q2 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-7.86K- 8.22% |
$215K - $227K
|
87.7K
$2.72M
|
|
|
Jul 26, 2024
Q2 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-7.96K- 17.02% |
$218K - $230K
|
38.8K
$1.2M
|
|
|
Aug 14, 2024
Q2 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-8.72K- 11.59% |
$238K - $252K
|
66.5K
$2.06M
|
|
|
Jul 22, 2024
Q2 2024
|
River Tree Advisors, LLC
Winter Park, FL |
SELL
|
- |
-10K- 2.96% |
$274K - $290K
|
328K
$10.2M
|
|
|
Jul 19, 2024
Q2 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-10.1K- 2.78% |
$277K - $294K
|
354K
$11M
|
|
|
Aug 02, 2024
Q2 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-10.6K- 1.08% |
$289K - $306K
|
966K
$29.9M
|
|
|
Aug 12, 2024
Q2 2024
|
Concorde Asset Management, LLC
|
SELL
|
- |
-10.6K- 1.73% |
$291K - $308K
|
604K
$18.7M
|
|
|
Jul 31, 2024
Q2 2024
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-11.3K- 38.96% |
$309K - $328K
|
17.7K
$550K
|
|
|
Jul 22, 2024
Q2 2024
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-12.2K- 2.77% |
$334K - $354K
|
430K
$13.3M
|
|
|
Jul 25, 2024
Q2 2024
|
Pom Investment Strategies, LLC
Raleigh, NC |
SELL
|
- |
-13.4K- 3.11% |
$366K - $388K
|
418K
$12.9M
|
|
|
Dec 26, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-13.7K- 66.37% |
$375K - $397K
|
6.95K
$215K
|
|
|
Jul 18, 2024
Q2 2024
|
Rovin Capital
|
SELL
|
- |
-14.3K- 20.8% |
$391K - $415K
|
54.5K
$1.69M
|
|
|
Aug 06, 2024
Q2 2024
|
North Rock Partners, LLC
|
SELL
|
- |
-15.5K- 5.75% |
$425K - $450K
|
255K
$7.89M
|
|
|
Aug 09, 2024
Q2 2024
|
Jacobi Capital Management LLC
|
SELL
|
- |
-16.2K- 15.69% |
$443K - $470K
|
87.1K
$2.7M
|
|
|
Jul 25, 2024
Q2 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-16.6K- 0.95% |
$455K - $482K
|
1.74M
$53.8M
|
|
|
Jul 16, 2024
Q2 2024
|
Tsfg, LLC
|
SELL
|
- |
-23.4K- 14.04% |
$639K - $677K
|
143K
$4.44M
|
|
|
Aug 02, 2024
Q2 2024
|
Icapital Wealth LLC
Walnut Creek, CA |
SELL
|
- |
-28K- 75.76% |
$766K - $811K
|
8.97K
$278K
|
|
|
Aug 13, 2024
Q2 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-34.8K- 24.2% |
$952K - $1.01M
|
109K
$3.38M
|
|
|
Jul 12, 2024
Q2 2024
|
Capital Cs Group, LLC
|
SELL
|
- |
-37.2K- 21.68% |
$1.02M - $1.08M
|
134K
$4.17M
|
|
|
Jul 18, 2024
Q2 2024
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-37.7K- 52.95% |
$1.03M - $1.09M
|
33.5K
$1.04M
|
|
|
Aug 14, 2024
Q2 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-41.3K- 29.43% |
$1.13M - $1.2M
|
99K
$3.07M
|
|
|
Aug 14, 2024
Q2 2024
|
Trail Ridge Investment Advisors, LLC
|
SELL
|
- |
-41.4K- 31.08% |
$1.13M - $1.2M
|
91.9K
$2.85M
|
|
|
Aug 07, 2024
Q2 2024
|
Vital Stone Financial, LLC
Shavano Park, TX |
SELL
|
- |
-43.6K- 28.19% |
$1.19M - $1.26M
|
111K
$3.44M
|
|
|
Jul 23, 2024
Q2 2024
|
Philip James Wealth Mangement, LLC
Milton, GA |
SELL
|
- |
-59.1K- 28.15% |
$1.61M - $1.71M
|
151K
$4.67M
|
|
|
Aug 05, 2024
Q2 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-62.8K- 4.42% |
$1.72M - $1.82M
|
1.36M
$42.1M
|
|
|
Aug 08, 2024
Q2 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-66.9K- 30.69% |
$1.83M - $1.94M
|
151K
$4.68M
|
|
|
Aug 13, 2024
Q2 2024
|
Prospera Financial Services Inc
|
SELL
|
- |
-78K- 10.02% |
$2.13M - $2.26M
|
700K
$21.7M
|
|
|
Jul 16, 2024
Q2 2024
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-84.7K- 25.99% |
$2.32M - $2.45M
|
241K
$7.48M
|
|
|
Aug 14, 2024
Q2 2024
|
Townsquare Capital LLC
|
SELL
|
- |
-99K- 12.63% |
$2.7M - $2.87M
|
685K
$21.2M
|
|
|
Jul 30, 2024
Q2 2024
|
Davies Financial Advisors, Inc.
Murrieta, CA |
SELL
|
- |
-105K- 81.74% |
$2.86M - $3.03M
|
23.4K
$725K
|
|
|
Jul 17, 2024
Q2 2024
|
Good Life Advisors, LLC
|
SELL
|
- |
-126K- 13.98% |
$3.45M - $3.66M
|
778K
$24.1M
|
|
|
Jul 19, 2024
Q2 2024
|
Clarus Group, Inc.
|
SELL
|
- |
-165K- 87.73% |
$4.51M - $4.78M
|
23.1K
$716K
|
|
|
Jan 15, 2025
Q2 2024
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
SELL
|
- |
-179K- 18.33% |
$4.89M - $5.18M
|
798K
$24.7M
|
|
|
Aug 08, 2024
Q2 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-185K- 65.84% |
$5.05M - $5.34M
|
95.8K
$2.97M
|
|
|
Jul 30, 2024
Q2 2024
|
Mach 1 Financial Group, LLC
Bentonville, AR |
SELL
|
- |
-272K- 50.22% |
$7.43M - $7.87M
|
270K
$8.36M
|
|
|
Jul 22, 2024
Q2 2024
|
Centennial Wealth Advisory LLC
|
SELL
|
- |
-312K- 38.14% |
$8.54M - $9.05M
|
507K
$15.7M
|
|
|
Dec 12, 2024
Q2 2024
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
SELL
|
- |
-353K- 95.75% |
$9.66M - $10.2M
|
15.7K
$486K
|
|
|
Jul 29, 2024
Q2 2024
|
Arkadios Wealth Advisors
|
SELL
|
- |
-571K- 85.03% |
$15.6M - $16.5M
|
100K
$3.11M
|