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 |
|---|---|---|---|---|---|---|---|
|
Dec 12, 2024
Q3 2024
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
BUY
|
- |
1.7K+ 10.84% |
$47.8K - $50.8K
|
17.4K
$539K
|
|
|
Nov 14, 2024
Q3 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
1.7K+ 12.75% |
$47.7K - $50.8K
|
15K
$465K
|
|
|
Oct 07, 2024
Q3 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
1.7K+ 0.83% |
$47.7K - $50.7K
|
206K
$6.37M
|
|
|
Oct 18, 2024
Q3 2024
|
Pom Investment Strategies, LLC
Raleigh, NC |
BUY
|
- |
1.56K+ 0.37% |
$43.8K - $46.6K
|
419K
$13M
|
|
|
Oct 15, 2024
Q3 2024
|
Rda Financial Network
|
BUY
|
- |
1.54K+ 3.16% |
$43.4K - $46.1K
|
50.4K
$1.56M
|
|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
BUY
|
- |
1.37K+ 66.09% |
$38.6K - $41.1K
|
3.45K
$107K
|
|
|
Oct 22, 2024
Q3 2024
|
Macroview Investment Management LLC
|
BUY
|
- |
1.36K+ 90.78% |
$38.2K - $40.6K
|
2.85K
$88.4K
|
|
|
Oct 29, 2024
Q3 2024
|
Secured Retirement Advisors, LLC
St Louis Park, MN |
BUY
|
- |
1.35K+ 1.13% |
$38K - $40.4K
|
121K
$3.75M
|
|
|
Oct 24, 2024
Q3 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
1.27K+ 3.96% |
$35.7K - $38K
|
33.3K
$1.03M
|
|
|
Nov 12, 2024
Q3 2024
|
Signature Securities Group Corporation
|
BUY
|
- |
1.27K+ 1.71% |
$35.7K - $37.9K
|
75.5K
$2.34M
|
|
|
Oct 16, 2024
Q3 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
1.22K+ 3.25% |
$34.3K - $36.4K
|
38.7K
$1.2M
|
|
|
Nov 06, 2024
Q3 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
1.2K+ 3.46% |
$33.7K - $35.9K
|
35.9K
$1.11M
|
|
|
Nov 15, 2024
Q3 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
1.2K+ 1.02% |
$33.6K - $35.7K
|
118K
$3.66M
|
|
|
Oct 28, 2024
Q3 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
1KNew |
$28.1K - $29.9K
|
1K
$31K
|
|
|
Oct 09, 2024
Q3 2024
|
Private Advisory Group LLC
Redmond, WA |
BUY
|
- |
911+ 2.69% |
$25.6K - $27.2K
|
34.8K
$1.08M
|
|
|
Feb 03, 2025
Q3 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
854+ 21.0% |
$24K - $25.5K
|
4.92K
$152K
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
742+ 56.86% |
$20.9K - $22.2K
|
2.05K
$63.4K
|
|
|
Oct 25, 2024
Q3 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
736+ 1.73% |
$20.7K - $22K
|
43.2K
$1.34M
|
|
|
Oct 31, 2024
Q3 2024
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
713+ 0.75% |
$20K - $21.3K
|
96.1K
$2.98M
|
|
|
Oct 24, 2024
Q3 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
711New |
$20K - $21.3K
|
711
$22K
|
|
|
Oct 08, 2024
Q3 2024
|
Heritage Wealth Partners, LLC
Dublin, OH |
BUY
|
- |
480+ 6.29% |
$13.5K - $14.3K
|
8.12K
$251K
|
|
|
Nov 06, 2024
Q3 2024
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
458+ 2.68% |
$12.9K - $13.7K
|
17.5K
$543K
|
|
|
Nov 12, 2024
Q3 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
452New |
$12.7K - $13.5K
|
452
$14K
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
439+ 406.48% |
$12.3K - $13.1K
|
547
$17K
|
|
|
Oct 18, 2024
Q3 2024
|
Financial Connections Group, Inc.
|
BUY
|
- |
408+ 18.99% |
$11.5K - $12.2K
|
2.56K
$79.2K
|
|
|
Oct 09, 2024
Q3 2024
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
404+ 18.26% |
$11.4K - $12.1K
|
2.62K
$81.1K
|
|
|
Oct 31, 2024
Q3 2024
|
Heritage Wealth Management, Inc.
Cincinnati, OH |
BUY
|
- |
229+ 0.7% |
$6.43K - $6.84K
|
33K
$1.02M
|
|
|
Oct 25, 2024
Q3 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
223+ 0.49% |
$6.27K - $6.67K
|
45.8K
$1.42M
|
|
|
Oct 21, 2024
Q3 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
177+ 1.0% |
$4.97K - $5.29K
|
17.9K
$555K
|
|
|
Oct 17, 2024
Q3 2024
|
Accurate Wealth Management, LLC
|
BUY
|
- |
158+ 2.06% |
$4.44K - $4.72K
|
7.82K
$242K
|
|
|
Oct 10, 2024
Q3 2024
|
Lion Street Advisors, LLC
|
BUY
|
- |
151+ 0.3% |
$4.24K - $4.51K
|
50.2K
$1.56M
|
|
|
Nov 06, 2024
Q3 2024
|
Goal Vest Advisory LLC
|
BUY
|
- |
141New |
$3.96K - $4.21K
|
141
$4.37K
|
|
|
Oct 04, 2024
Q3 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
140+ 37.84% |
$3.93K - $4.18K
|
510
$15.8K
|
|
|
Nov 05, 2024
Q3 2024
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
BUY
|
- |
119New |
$3.34K - $3.56K
|
119
$3.69K
|
|
|
Nov 07, 2024
Q3 2024
|
Mai Capital Management
|
BUY
|
- |
94+ 1.01% |
$2.64K - $2.81K
|
9.42K
$292K
|
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
BUY
|
- |
59+ 2.97% |
$1.66K - $1.76K
|
2.04K
$63.3K
|
|
|
Oct 29, 2024
Q3 2024
|
Indie Asset Partners, LLC
Carmel, IN |
BUY
|
- |
50+ 0.55% |
$1.41K - $1.49K
|
9.17K
$284K
|
|
|
Oct 10, 2024
Q3 2024
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
30+ 0.09% |
$843 - $897
|
33.5K
$1.04M
|
|
|
Nov 14, 2024
Q3 2024
|
Apeiron Ria LLC
|
BUY
|
- |
4+ 0.03% |
$112 - $120
|
12.2K
$378K
|
|
|
Oct 28, 2024
Q3 2024
|
Tower Wealth Partners, Inc.
Lewisburg, PA |
SELL
|
- |
-22- 0.01% |
$618 - $658
|
371K
$11.5M
|
|
|
Nov 04, 2024
Q3 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-70- 0.28% |
$1.97K - $2.09K
|
24.7K
$767K
|
|
|
Nov 14, 2024
Q3 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-70- 0.48% |
$1.97K - $2.09K
|
14.6K
$451K
|
|
|
Nov 12, 2024
Q3 2024
|
Belpointe Asset Management LLC
|
SELL
|
- |
-101- 0.29% |
$2.84K - $3.02K
|
34.5K
$1.07M
|
|
|
Oct 16, 2024
Q3 2024
|
Onyx Bridge Wealth Group LLC
|
SELL
|
- |
-168- 0.18% |
$4.72K - $5.02K
|
95.7K
$2.97M
|
|
|
Nov 08, 2024
Q3 2024
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-194- 0.62% |
$5.45K - $5.8K
|
31.1K
$965K
|
|
|
Nov 12, 2024
Q3 2024
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-221- 5.4% |
$6.21K - $6.61K
|
3.87K
$120K
|
|
|
Oct 09, 2024
Q3 2024
|
Worth Asset Management, LLC
|
SELL
|
- |
-243- 2.71% |
$6.83K - $7.26K
|
8.73K
$271K
|
|
|
Oct 23, 2024
Q3 2024
|
Masso Torrence Wealth Management Inc.
|
SELL
|
- |
-340- 4.54% |
$9.55K - $10.2K
|
7.16K
$222K
|
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-342- 2.12% |
$9.61K - $10.2K
|
15.8K
$490K
|
|
|
Nov 12, 2024
Q3 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-350- 0.99% |
$9.84K - $10.5K
|
35.1K
$1.09M
|