Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 16, 2024
Q3 2024
|
Naviter Wealth, LLC
|
BUY
|
- |
18.7K+ 7.61% |
$525K - $559K
|
264K
$8.25M
|
|
|
Oct 15, 2024
Q3 2024
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
BUY
|
- |
18.6KNew |
$523K - $557K
|
18.6K
$582K
|
|
|
Feb 04, 2025
Q3 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
18.4K+ 30.18% |
$518K - $551K
|
79.5K
$2.48M
|
|
|
Oct 23, 2024
Q3 2024
|
Financial Guidance Group, Inc.
|
BUY
|
- |
18.3K+ 34.41% |
$515K - $548K
|
71.6K
$2.24M
|
|
|
Oct 31, 2024
Q3 2024
|
Keudell
|
BUY
|
- |
17.2K+ 24.38% |
$484K - $515K
|
87.9K
$2.74M
|
|
|
Nov 14, 2024
Q3 2024
|
L.M. Kohn & Company
|
BUY
|
- |
17.1K+ 12.83% |
$480K - $510K
|
150K
$4.69M
|
|
|
Nov 14, 2024
Q3 2024
|
Legacy Investment Solutions, LLC
Meridian, ID |
BUY
|
- |
17KNew |
$478K - $508K
|
17K
$531K
|
|
|
Nov 15, 2024
Q3 2024
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
17KNew |
$478K - $508K
|
17K
$531K
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
16.9K+ 11.06% |
$476K - $507K
|
170K
$5.31M
|
|
|
Nov 05, 2024
Q3 2024
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
16.6K+ 4.6% |
$466K - $495K
|
377K
$11.8M
|
|
|
Oct 31, 2024
Q3 2024
|
Able Financial Group, LLC
Scottsdale, AZ |
BUY
|
- |
16.5K+ 5.08% |
$465K - $494K
|
342K
$10.7M
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
15.7K+ 13.0% |
$442K - $470K
|
137K
$4.27M
|
|
|
Nov 08, 2024
Q3 2024
|
Wedbush Securities Inc
|
BUY
|
- |
15.7K+ 14.75% |
$440K - $468K
|
122K
$3.81M
|
|
|
Oct 24, 2024
Q3 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
15.6K+ 30.19% |
$438K - $466K
|
67.2K
$2.1M
|
|
|
Nov 12, 2024
Q3 2024
|
Meridian Wealth Management, LLC
|
BUY
|
- |
15.4K+ 4.98% |
$432K - $460K
|
324K
$10.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
14.9K+ 13.06% |
$419K - $445K
|
129K
$4.03M
|
|
|
Nov 14, 2024
Q3 2024
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
BUY
|
- |
14.8KNew |
$416K - $443K
|
14.8K
$463K
|
|
|
Dec 13, 2024
Q3 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
14.6K+ 16.3% |
$411K - $437K
|
104K
$3.26M
|
|
|
Oct 30, 2024
Q3 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
14.6K+ 7.02% |
$410K - $436K
|
222K
$6.94M
|
|
|
Nov 06, 2024
Q3 2024
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
14.5KNew |
$409K - $435K
|
14.5K
$454K
|
|
|
Oct 15, 2024
Q3 2024
|
Tsfg, LLC
|
BUY
|
- |
14.4K+ 10.08% |
$406K - $432K
|
158K
$4.92M
|
|
|
Dec 26, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
13.7K+ 197.4% |
$386K - $410K
|
20.7K
$645K
|
|
|
Nov 08, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
13.7K+ 197.4% |
$386K - $410K
|
20.7K
$645K
|
|
|
Oct 16, 2024
Q3 2024
|
Drake & Associates, LLC
Waukesha, WI |
BUY
|
- |
13.7K+ 3.7% |
$384K - $408K
|
383K
$11.9M
|
|
|
Oct 15, 2024
Q3 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
13.5KNew |
$380K - $404K
|
13.5K
$422K
|
|
|
Nov 13, 2024
Q3 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
13.5K+ 15.42% |
$380K - $404K
|
101K
$3.16M
|
|
|
Nov 14, 2024
Q3 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
13.1K+ 2.21% |
$369K - $392K
|
607K
$18.9M
|
|
|
Oct 09, 2024
Q3 2024
|
Foguth Wealth Management, Llc.
Brighton, MI |
BUY
|
- |
12.9KNew |
$363K - $386K
|
12.9K
$403K
|
|
|
Nov 13, 2024
Q3 2024
|
Core Wealth Advisors, Inc.
Lakeland, FL |
BUY
|
- |
12.1K+ 13.66% |
$341K - $362K
|
101K
$3.15M
|
|
|
Oct 24, 2024
Q3 2024
|
Fsa Advisors, Inc.
Troy, MI |
BUY
|
- |
12.1K+ 44.81% |
$339K - $361K
|
39K
$1.22M
|
|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
12K+ 4.93% |
$336K - $357K
|
254K
$7.94M
|
|
|
Nov 01, 2024
Q3 2024
|
Rovin Capital
|
BUY
|
- |
11.9K+ 21.8% |
$334K - $355K
|
66.4K
$2.07M
|
|
|
Oct 15, 2024
Q3 2024
|
Prospect Financial Services LLC
Melville, NY |
BUY
|
- |
11.8KNew |
$332K - $353K
|
11.8K
$369K
|
|
|
Oct 16, 2024
Q3 2024
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
11.8K+ 44.03% |
$332K - $353K
|
38.6K
$1.21M
|
|
|
Oct 04, 2024
Q3 2024
|
Capital Cs Group, LLC
|
BUY
|
- |
11.7K+ 8.71% |
$329K - $350K
|
146K
$4.56M
|
|
|
Oct 21, 2024
Q3 2024
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
11.5KNew |
$323K - $343K
|
11.5K
$359K
|
|
|
Nov 05, 2024
Q3 2024
|
Kovack Advisors, Inc.
|
BUY
|
- |
11.4K+ 13.03% |
$320K - $340K
|
98.8K
$3.08M
|
|
|
Oct 23, 2024
Q3 2024
|
Cambridge Advisors Inc.
|
BUY
|
- |
10.7K+ 8.84% |
$299K - $319K
|
131K
$4.1M
|
|
|
Oct 21, 2024
Q3 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
10.5K+ 1.81% |
$296K - $315K
|
592K
$18.5M
|
|
|
Oct 24, 2024
Q3 2024
|
Trail Ridge Investment Advisors, LLC
|
BUY
|
- |
10.4K+ 11.31% |
$292K - $311K
|
102K
$3.19M
|
|
|
Nov 01, 2024
Q3 2024
|
Holistic Planning, LLC
Nacogdoches, TX |
BUY
|
- |
10.3KNew |
$291K - $309K
|
10.3K
$323K
|
|
|
Oct 23, 2024
Q3 2024
|
Element Wealth, LLC
|
BUY
|
- |
10K+ 111.51% |
$282K - $300K
|
19K
$594K
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
9.9K+ 27.2% |
$278K - $296K
|
46.3K
$1.45M
|
|
|
Oct 24, 2024
Q3 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
9.59K+ 26.71% |
$270K - $287K
|
45.5K
$1.42M
|
|
|
Oct 25, 2024
Q3 2024
|
Schulz Wealth, Ltd.
Mansfield, TX |
BUY
|
- |
9.49K+ 2.98% |
$267K - $284K
|
328K
$10.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
9.41K+ 6.23% |
$264K - $281K
|
160K
$5.01M
|
|
|
Nov 13, 2024
Q3 2024
|
Private Trust CO Na
|
BUY
|
- |
9.27K+ 16.61% |
$260K - $277K
|
65.1K
$2.03M
|
|
|
Oct 31, 2024
Q3 2024
|
Navalign, LLC
|
BUY
|
- |
9.09K+ 6.56% |
$255K - $272K
|
148K
$4.61M
|
|
|
Nov 13, 2024
Q3 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
9.03K+ 37.99% |
$254K - $270K
|
32.8K
$1.02M
|
|
|
Nov 14, 2024
Q3 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
8.4K+ 10.25% |
$236K - $251K
|
90.4K
$2.82M
|