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 19, 2023
Q3 2023
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
9.8K+ 26.64% |
$239K - $251K
|
46.6K
$1.46M
|
|
Nov 15, 2023
Q3 2023
|
Townsquare Capital LLC
|
BUY
|
- |
9.58K+ 1.67% |
$234K - $246K
|
583K
$18.3M
|
|
Oct 25, 2023
Q3 2023
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
BUY
|
- |
9.55KNew |
$233K - $245K
|
9.55K
$299K
|
|
Nov 09, 2023
Q3 2023
|
First Heartland Consultants, Inc.
|
BUY
|
- |
9.42K+ 9.44% |
$230K - $241K
|
109K
$3.42M
|
|
Nov 14, 2023
Q3 2023
|
Mai Capital Management
|
BUY
|
- |
9.32KNew |
$227K - $239K
|
9.32K
$292K
|
|
Nov 14, 2023
Q3 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
9.26KNew |
$226K - $237K
|
9.26K
$290K
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
8.99K+ 10.62% |
$219K - $230K
|
93.6K
$2.93M
|
|
Oct 31, 2023
Q3 2023
|
Bigelow Investment Advisors, LLC
|
BUY
|
- |
8.75K+ 20.19% |
$214K - $224K
|
52.1K
$1.63M
|
|
Nov 14, 2023
Q3 2023
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
8.75KNew |
$213K - $224K
|
8.75K
$274K
|
|
Nov 14, 2023
Q3 2023
|
Private Portfolio Partners LLC
|
BUY
|
- |
8.74KNew |
$213K - $224K
|
8.74K
$274K
|
|
Nov 01, 2023
Q3 2023
|
Key F Inancial Inc
|
BUY
|
- |
8.39K+ 3.2% |
$205K - $215K
|
271K
$8.47M
|
|
Nov 03, 2023
Q3 2023
|
Larson Financial Group LLC
|
BUY
|
- |
8.36K+ 35.17% |
$204K - $214K
|
32.1K
$1.01M
|
|
Oct 10, 2023
Q3 2023
|
Navalign, LLC
|
BUY
|
- |
6.86K+ 7.63% |
$167K - $176K
|
96.7K
$3.03M
|
|
Oct 24, 2023
Q3 2023
|
Drake & Associates, LLC
Waukesha, WI |
BUY
|
- |
6.84K+ 2.11% |
$167K - $175K
|
331K
$10.4M
|
|
Nov 14, 2023
Q3 2023
|
Triton Wealth Management, Pllc
|
BUY
|
- |
6.76K+ 2.59% |
$165K - $173K
|
268K
$8.38M
|
|
Nov 13, 2023
Q3 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
6.67K+ 45.94% |
$163K - $171K
|
21.2K
$663K
|
|
Oct 23, 2023
Q3 2023
|
Sweet Financial Partners, LLC
|
BUY
|
- |
6.54K+ 1.31% |
$160K - $168K
|
506K
$15.8M
|
|
Oct 25, 2023
Q3 2023
|
Rovin Capital
|
BUY
|
- |
6.12K+ 37.31% |
$149K - $157K
|
22.5K
$705K
|
|
Oct 11, 2023
Q3 2023
|
Alliance Wealth Advisors, LLC
|
BUY
|
- |
5.33K+ 8.42% |
$130K - $136K
|
68.6K
$2.15M
|
|
Jan 15, 2025
Q3 2023
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
BUY
|
- |
5.15K+ 1.34% |
$126K - $132K
|
389K
$12.2M
|
|
Nov 03, 2023
Q3 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
5.03KNew |
$123K - $129K
|
5.03K
$157K
|
|
Nov 13, 2023
Q3 2023
|
Integrity Financial Corp
|
BUY
|
- |
4.88K+ 4.16% |
$119K - $125K
|
122K
$3.82M
|
|
Nov 07, 2023
Q3 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
4.87K+ 2.61% |
$119K - $125K
|
191K
$5.98M
|
|
Oct 10, 2023
Q3 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
4.67K+ 4.62% |
$114K - $120K
|
106K
$3.32M
|
|
Nov 13, 2023
Q3 2023
|
Truadvice, LLC
Sarasota, FL |
BUY
|
- |
4.32K+ 2.64% |
$105K - $111K
|
168K
$5.25M
|
|
Nov 02, 2023
Q3 2023
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
4.28K+ 1852.81% |
$104K - $110K
|
4.51K
$141K
|
|
Oct 24, 2023
Q3 2023
|
North Rock Partners, LLC
|
BUY
|
- |
3.55K+ 1.32% |
$86.5K - $90.8K
|
272K
$8.51M
|
|
Nov 07, 2023
Q3 2023
|
Valmark Advisers, Inc.
|
BUY
|
- |
2.62K+ 16.15% |
$64K - $67.2K
|
18.9K
$590K
|
|
Nov 07, 2023
Q3 2023
|
Western Wealth Management, LLC
|
BUY
|
- |
2.39K+ 4.45% |
$58.4K - $61.3K
|
56.1K
$1.76M
|
|
Nov 14, 2023
Q3 2023
|
Stone X Group Inc.
|
BUY
|
- |
2.16K+ 2.53% |
$52.8K - $55.4K
|
87.5K
$2.74M
|
|
Nov 06, 2023
Q3 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
2KNew |
$48.8K - $51.2K
|
2K
$62.6K
|
|
Nov 08, 2023
Q3 2023
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
1.93K+ 4.74% |
$47K - $49.3K
|
42.5K
$1.33M
|
|
Oct 25, 2023
Q3 2023
|
Tower Wealth Partners, Inc.
Lewisburg, PA |
BUY
|
- |
1.84K+ 0.56% |
$44.9K - $47.1K
|
330K
$10.3M
|
|
Oct 13, 2023
Q3 2023
|
Cooper Financial Group
|
BUY
|
- |
1.7K+ 7.43% |
$41.4K - $43.4K
|
24.5K
$767K
|
|
Nov 14, 2023
Q3 2023
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
1.68K+ 14.51% |
$41K - $43.1K
|
13.3K
$415K
|
|
Oct 30, 2023
Q3 2023
|
Wolff Wiese Magana LLC
|
BUY
|
- |
1.59KNew |
$38.8K - $40.8K
|
1.59K
$49.8K
|
|
Nov 06, 2023
Q3 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
1.49K+ 5.52% |
$36.2K - $38K
|
28.4K
$889K
|
|
Nov 13, 2023
Q3 2023
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
1.31K+ 2.39% |
$31.8K - $33.4K
|
56K
$1.75M
|
|
Nov 14, 2023
Q3 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
1.25KNew |
$30.4K - $31.9K
|
1.25K
$39K
|
|
Nov 13, 2023
Q3 2023
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
BUY
|
- |
1.2K+ 11.82% |
$29.3K - $30.7K
|
11.4K
$355K
|
|
Nov 13, 2023
Q3 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
1.01K+ 11.86% |
$24.6K - $25.9K
|
9.52K
$298K
|
|
Oct 30, 2023
Q3 2023
|
Sanctuary Wealth Management, L.L.C.
|
BUY
|
- |
835+ 17.89% |
$20.4K - $21.4K
|
5.5K
$172K
|
|
Oct 23, 2023
Q3 2023
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
800+ 2.63% |
$19.5K - $20.5K
|
31.2K
$977K
|
|
Nov 02, 2023
Q3 2023
|
F Dx Advisors, Inc.
|
BUY
|
- |
775+ 0.17% |
$18.9K - $19.9K
|
465K
$14.6M
|
|
Oct 24, 2023
Q3 2023
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
542+ 2.18% |
$13.2K - $13.9K
|
25.4K
$794K
|
|
Nov 14, 2023
Q3 2023
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
504+ 1.92% |
$12.3K - $12.9K
|
26.8K
$839K
|
|
Oct 17, 2023
Q3 2023
|
Purus Wealth Management, LLC
|
BUY
|
- |
426+ 0.2% |
$10.4K - $10.9K
|
215K
$6.73M
|
|
Nov 13, 2023
Q3 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
368+ 1.07% |
$8.98K - $9.43K
|
34.9K
$1.09M
|
|
Nov 21, 2023
Q3 2023
|
Comerica Bank
|
BUY
|
- |
280New |
$6.83K - $7.17K
|
280
$8.77K
|
|
Nov 13, 2023
Q3 2023
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
162+ 1.36% |
$3.95K - $4.15K
|
12.1K
$378K
|