Purchases and Sales Made in Q3 2022 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 Q3 2022. 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 |
---|---|---|---|---|---|---|---|
Mar 17, 2023
Q3 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
362KNew |
$7.54M - $8.42M
|
362K
$11.2M
|
|
Nov 14, 2022
Q3 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
250K+ 386.61% |
$5.22M - $5.83M
|
315K
$9.79M
|
|
Oct 24, 2022
Q3 2022
|
Pitti Group Wealth Management, LLC
|
BUY
|
- |
193KNew |
$4.03M - $4.5M
|
193K
$6M
|
|
Nov 10, 2022
Q3 2022
|
Townsquare Capital LLC
|
BUY
|
- |
187K+ 73.72% |
$3.9M - $4.35M
|
441K
$13.7M
|
|
Oct 25, 2022
Q3 2022
|
Ae Wealth Management LLC
|
BUY
|
- |
150K+ 23.76% |
$3.12M - $3.49M
|
780K
$24.2M
|
|
Nov 10, 2022
Q3 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
143K+ 7.25% |
$2.97M - $3.32M
|
2.11M
$65.6M
|
|
Nov 01, 2022
Q3 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
110K+ 20.71% |
$2.3M - $2.57M
|
643K
$20M
|
|
Nov 14, 2022
Q3 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
107K+ 7.44% |
$2.24M - $2.5M
|
1.55M
$48.2M
|
|
Nov 14, 2022
Q3 2022
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
106K+ 47.81% |
$2.21M - $2.47M
|
328K
$10.2M
|
|
Nov 14, 2022
Q3 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
101KNew |
$2.1M - $2.35M
|
101K
$3.14M
|
|
Oct 31, 2022
Q3 2022
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
72.4K+ 796.61% |
$1.51M - $1.69M
|
81.5K
$2.53M
|
|
Nov 10, 2022
Q3 2022
|
Private Advisory Group LLC
Redmond, WA |
BUY
|
- |
67.4K+ 64.4% |
$1.4M - $1.57M
|
172K
$5.35M
|
|
Nov 02, 2022
Q3 2022
|
Stephens Inc
|
BUY
|
- |
53.3KNew |
$1.11M - $1.24M
|
53.3K
$1.65M
|
|
Nov 10, 2022
Q3 2022
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
49.8K+ 19.4% |
$1.04M - $1.16M
|
307K
$9.53M
|
|
Oct 05, 2022
Q3 2022
|
Hbw Advisory Services LLC
|
BUY
|
- |
47.8KNew |
$995K - $1.11M
|
47.8K
$1.48M
|
|
Nov 14, 2022
Q3 2022
|
Meridian Wealth Management, LLC
|
BUY
|
- |
42.9K+ 50.4% |
$895K - $1M
|
128K
$3.98M
|
|
Oct 21, 2022
Q3 2022
|
Arkadios Wealth Advisors
|
BUY
|
- |
41.4K+ 5.6% |
$863K - $964K
|
780K
$24.2M
|
|
Nov 14, 2022
Q3 2022
|
Trail Ridge Investment Advisors, LLC
|
BUY
|
- |
41K+ 50.48% |
$855K - $955K
|
122K
$3.8M
|
|
Nov 10, 2022
Q3 2022
|
Sweet Financial Partners, LLC
|
BUY
|
- |
39.9K+ 8.5% |
$831K - $929K
|
509K
$15.8M
|
|
Nov 10, 2022
Q3 2022
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
38KNew |
$792K - $885K
|
38K
$1.18M
|
|
Nov 10, 2022
Q3 2022
|
F Dx Advisors, Inc.
|
BUY
|
- |
30.1K+ 6.79% |
$627K - $700K
|
473K
$14.7M
|
|
Nov 14, 2022
Q3 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
29.8K+ 3.79% |
$621K - $694K
|
815K
$25.3M
|
|
Nov 10, 2022
Q3 2022
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
29.5K+ 12.42% |
$614K - $686K
|
267K
$8.28M
|
|
Oct 24, 2022
Q3 2022
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
29.2K+ 20.88% |
$608K - $679K
|
169K
$5.25M
|
|
Nov 14, 2022
Q3 2022
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
29.1KNew |
$607K - $679K
|
29.1K
$905K
|
|
Nov 15, 2022
Q3 2022
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
28.7KNew |
$598K - $668K
|
28.7K
$891K
|
|
Nov 09, 2022
Q3 2022
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
27.5K+ 6.25% |
$572K - $640K
|
467K
$14.5M
|
|
Nov 08, 2022
Q3 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
25.1K+ 11.56% |
$522K - $584K
|
242K
$7.51M
|
|
Oct 18, 2022
Q3 2022
|
Lion Street Advisors, LLC
|
BUY
|
- |
25KNew |
$520K - $582K
|
25K
$776K
|
|
Oct 10, 2024
Q3 2022
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
21KNew |
$437K - $488K
|
21K
$652K
|
|
Oct 25, 2022
Q3 2022
|
Janney Montgomery Scott LLC
|
BUY
|
- |
18.3K+ 5.09% |
$381K - $426K
|
377K
$11.7M
|
|
Nov 14, 2022
Q3 2022
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
14KNew |
$292K - $327K
|
14K
$436K
|
|
Nov 03, 2022
Q3 2022
|
Larson Financial Group LLC
|
BUY
|
- |
13.3KNew |
$278K - $311K
|
13.3K
$414K
|
|
Nov 04, 2022
Q3 2022
|
V Wealth Advisors LLC
|
BUY
|
- |
12.8K+ 125.74% |
$267K - $299K
|
23K
$716K
|
|
Nov 14, 2022
Q3 2022
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
12.3K+ 102.89% |
$256K - $286K
|
24.2K
$752K
|
|
Nov 14, 2022
Q3 2022
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
11.5K+ 101.49% |
$239K - $267K
|
22.8K
$707K
|
|
Oct 13, 2022
Q3 2022
|
Brookstone Capital Management
|
BUY
|
- |
11.2KNew |
$232K - $260K
|
11.2K
$346K
|
|
Nov 01, 2022
Q3 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
10.7K+ 112.79% |
$223K - $249K
|
20.2K
$626K
|
|
Feb 13, 2023
Q3 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
10.4K+ 1.27% |
$216K - $242K
|
825K
$25.6M
|
|
Nov 14, 2022
Q3 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
8.62K+ 49.86% |
$180K - $201K
|
25.9K
$805K
|
|
Nov 02, 2022
Q3 2022
|
North Rock Partners, LLC
|
BUY
|
- |
8.52K+ 2.62% |
$178K - $199K
|
334K
$10.4M
|
|
Nov 09, 2022
Q3 2022
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
7.85K+ 42.25% |
$164K - $183K
|
26.4K
$821K
|
|
Nov 14, 2022
Q3 2022
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
6.8K+ 402.13% |
$142K - $158K
|
8.49K
$264K
|
|
Nov 08, 2022
Q3 2022
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
6.71K+ 3.05% |
$140K - $156K
|
226K
$7.03M
|
|
Oct 12, 2022
Q3 2022
|
Sawtooth Solutions, LLC
|
BUY
|
- |
5.91K+ 7.15% |
$123K - $138K
|
88.5K
$2.75M
|
|
Nov 10, 2022
Q3 2022
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
5.08KNew |
$106K - $118K
|
5.08K
$158K
|
|
Oct 24, 2022
Q3 2022
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
4.75K+ 45.37% |
$99K - $111K
|
15.2K
$473K
|
|
Oct 17, 2022
Q3 2022
|
Cambridge Advisors Inc.
|
BUY
|
- |
4.53K+ 19.14% |
$94.3K - $105K
|
28.2K
$875K
|
|
Oct 14, 2022
Q3 2022
|
Madrona Financial Services, LLC
|
BUY
|
- |
4.5K+ 4.34% |
$93.7K - $105K
|
108K
$3.36M
|
|
Nov 03, 2022
Q3 2022
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
4.4K+ 16.42% |
$91.7K - $102K
|
31.2K
$970K
|