Purchases and Sales Made in Q3 2023 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 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Oct 12, 2023
Q3 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
63.2KNew |
$1.54M - $1.62M
|
63.2K
$1.98M
|
|
|
Nov 14, 2023
Q3 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
61.7KNew |
$1.5M - $1.58M
|
61.7K
$1.93M
|
|
|
Oct 10, 2023
Q3 2023
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
59.3K+ 31.21% |
$1.45M - $1.52M
|
249K
$7.81M
|
|
|
Nov 13, 2023
Q3 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
59.1KNew |
$1.44M - $1.51M
|
59.1K
$1.85M
|
|
|
Oct 19, 2023
Q3 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
58.7K+ 50.01% |
$1.43M - $1.5M
|
176K
$5.51M
|
|
|
Nov 03, 2023
Q3 2023
|
Magnolia Capital Advisors LLC
Jackson, MS |
BUY
|
- |
54.7KNew |
$1.34M - $1.4M
|
54.7K
$1.71M
|
|
|
Oct 24, 2023
Q3 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
53.1K+ 218.45% |
$1.29M - $1.36M
|
77.3K
$2.42M
|
|
|
Oct 13, 2023
Q3 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
50.5K+ 52014.43% |
$1.23M - $1.29M
|
50.6K
$1.58M
|
|
|
Nov 14, 2023
Q3 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
49.7KNew |
$1.21M - $1.27M
|
49.7K
$1.56M
|
|
|
Nov 07, 2023
Q3 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
46.8K+ 16.4% |
$1.14M - $1.2M
|
332K
$10.4M
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
45.8K+ 8.52% |
$1.12M - $1.17M
|
583K
$18.3M
|
|
|
Dec 01, 2023
Q3 2023
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
44.9KNew |
$1.1M - $1.15M
|
44.9K
$1.41M
|
|
|
Oct 18, 2023
Q3 2023
|
Cambridge Advisors Inc.
|
BUY
|
- |
42.3K+ 85.22% |
$1.03M - $1.08M
|
91.9K
$2.88M
|
|
|
Oct 19, 2023
Q3 2023
|
Lion Street Advisors, LLC
|
BUY
|
- |
37.2KNew |
$908K - $953K
|
37.2K
$1.16M
|
|
|
Oct 10, 2023
Q3 2023
|
Ignite Planners, LLC
|
BUY
|
- |
35.9K+ 183.27% |
$876K - $920K
|
55.5K
$1.74M
|
|
|
Oct 18, 2023
Q3 2023
|
Signature Securities Group Corporation
|
BUY
|
- |
34.4K+ 355.26% |
$840K - $882K
|
44.1K
$1.38M
|
|
|
Oct 24, 2023
Q3 2023
|
Valtinson Bruner Financial Planning LLC
|
BUY
|
- |
32.3K+ 23.39% |
$789K - $828K
|
171K
$5.34M
|
|
|
Nov 15, 2023
Q3 2023
|
Gts Securities LLC
New York, NY |
BUY
|
- |
31.3KNew |
$763K - $802K
|
31.3K
$980K
|
|
|
Oct 12, 2023
Q3 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
30.7K+ 3135.04% |
$749K - $786K
|
31.7K
$992K
|
|
|
Nov 08, 2023
Q3 2023
|
Aifg Consultants Ltd.
Halfmoon, NY |
BUY
|
- |
29.3K+ 37.32% |
$715K - $751K
|
108K
$3.38M
|
|
|
Nov 07, 2023
Q3 2023
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
28.1K+ 51.43% |
$686K - $721K
|
82.8K
$2.59M
|
|
|
Oct 19, 2023
Q3 2023
|
Good Life Advisors, LLC
|
BUY
|
- |
25.7K+ 3.13% |
$628K - $659K
|
848K
$26.6M
|
|
|
Oct 10, 2023
Q3 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
24.5KNew |
$599K - $629K
|
24.5K
$769K
|
|
|
Oct 11, 2023
Q3 2023
|
Hbw Advisory Services LLC
|
BUY
|
- |
24.3K+ 54.79% |
$592K - $622K
|
68.6K
$2.15M
|
|
|
Oct 13, 2023
Q3 2023
|
River Tree Advisors, LLC
Winter Park, FL |
BUY
|
- |
24.1K+ 10.48% |
$588K - $617K
|
254K
$7.94M
|
|
|
Oct 25, 2023
Q3 2023
|
Beacon Financial Advisory LLC
|
BUY
|
- |
23.7K+ 116.21% |
$579K - $608K
|
44.1K
$1.38M
|
|
|
Oct 12, 2023
Q3 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
21.9K+ 25.89% |
$533K - $560K
|
106K
$3.33M
|
|
|
Oct 26, 2023
Q3 2023
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
20.9K+ 433.87% |
$510K - $535K
|
25.7K
$805K
|
|
|
Nov 15, 2023
Q3 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
20.5K+ 71.6% |
$501K - $526K
|
49.2K
$1.54M
|
|
|
Nov 14, 2023
Q3 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
20.4K+ 47.07% |
$498K - $522K
|
63.7K
$1.99M
|
|
|
Nov 06, 2023
Q3 2023
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
20.3KNew |
$495K - $520K
|
20.3K
$636K
|
|
|
Oct 18, 2023
Q3 2023
|
Private Trust CO Na
|
BUY
|
- |
19.8K+ 967.41% |
$484K - $508K
|
21.9K
$685K
|
|
|
Oct 17, 2023
Q3 2023
|
Meridian Wealth Management, LLC
|
BUY
|
- |
19.5K+ 9.59% |
$476K - $500K
|
223K
$6.98M
|
|
|
Nov 16, 2023
Q3 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
18.8K+ 16.66% |
$459K - $482K
|
132K
$4.12M
|
|
|
Nov 14, 2023
Q3 2023
|
Trail Ridge Investment Advisors, LLC
|
BUY
|
- |
17.7K+ 15.59% |
$432K - $454K
|
131K
$4.11M
|
|
|
Nov 13, 2023
Q3 2023
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
17.6KNew |
$430K - $452K
|
17.6K
$552K
|
|
|
Nov 14, 2023
Q3 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
17.1K+ 33.81% |
$417K - $437K
|
67.6K
$2.12M
|
|
|
Oct 16, 2023
Q3 2023
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
15.2K+ 17.38% |
$370K - $389K
|
102K
$3.21M
|
|
|
Nov 13, 2023
Q3 2023
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
13.4KNew |
$327K - $344K
|
13.4K
$420K
|
|
|
Nov 09, 2023
Q3 2023
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
12.1K+ 12.13% |
$296K - $311K
|
112K
$3.51M
|
|
|
Nov 13, 2023
Q3 2023
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
12K+ 11.8% |
$292K - $306K
|
113K
$3.55M
|
|
|
Oct 17, 2023
Q3 2023
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
11.9KNew |
$289K - $304K
|
11.9K
$371K
|
|
|
Oct 05, 2023
Q3 2023
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
11.5KNew |
$282K - $296K
|
11.5K
$361K
|
|
|
Nov 14, 2023
Q3 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
11.4K+ 918.86% |
$279K - $293K
|
12.7K
$397K
|
|
|
Oct 20, 2023
Q3 2023
|
Echo Wealth Management, LLC
|
BUY
|
- |
11.3KNew |
$275K - $288K
|
11.3K
$352K
|
|
|
Nov 07, 2023
Q3 2023
|
Merit Financial Group, LLC
|
BUY
|
- |
10.8KNew |
$265K - $278K
|
10.8K
$339K
|
|
|
Nov 06, 2023
Q3 2023
|
L.M. Kohn & Company
|
BUY
|
- |
10.7K+ 33.72% |
$261K - $274K
|
42.5K
$1.33M
|
|
|
Nov 13, 2023
Q3 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
10.1K+ 5.13% |
$247K - $260K
|
208K
$6.51M
|
|
|
Nov 01, 2023
Q3 2023
|
Pitti Group Wealth Management, LLC
|
BUY
|
- |
9.9K+ 3.64% |
$241K - $254K
|
282K
$8.83M
|
|
|
Nov 13, 2023
Q3 2023
|
Centaurus Financial, Inc.
|
BUY
|
- |
9.84K+ 4.82% |
$240K - $252K
|
214K
$6.7M
|