Purchases and Sales Made in Q3 2025 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 2025. 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 14, 2025
Q3 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
84.9KNew |
$2.7M - $2.84M
|
84.9K
$2.83M
|
|
|
Oct 17, 2025
Q3 2025
|
Schulz Wealth, Ltd.
Mansfield, TX |
BUY
|
- |
38.1K+ 12.22% |
$1.21M - $1.27M
|
350K
$11.7M
|
|
|
Oct 14, 2025
Q3 2025
|
Mc Carthy & Cox
Marysville, OH |
BUY
|
- |
36.1KNew |
$1.15M - $1.21M
|
36.1K
$1.2M
|
|
|
Oct 17, 2025
Q3 2025
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
BUY
|
- |
31.8K+ 3.14% |
$1.01M - $1.06M
|
1.05M
$34.9M
|
|
|
Oct 16, 2025
Q3 2025
|
Hbw Advisory Services LLC
|
BUY
|
- |
25.2K+ 6.48% |
$802K - $843K
|
415K
$13.8M
|
|
|
Oct 15, 2025
Q3 2025
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
- |
11.3K+ 9.05% |
$360K - $379K
|
137K
$4.56M
|
|
|
Oct 16, 2025
Q3 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
11.3K+ 3.12% |
$360K - $379K
|
375K
$12.5M
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
BUY
|
- |
10.5K+ 0.21% |
$335K - $352K
|
5.08M
$170M
|
|
|
Oct 17, 2025
Q3 2025
|
Optivise Advisory Services LLC
Franklin, TN |
BUY
|
- |
9.52KNew |
$303K - $318K
|
9.52K
$318K
|
|
|
Oct 08, 2025
Q3 2025
|
Asset Allocation Strategies LLC
Farmington, MI |
BUY
|
- |
7.36K+ 17.06% |
$234K - $246K
|
50.5K
$1.68M
|
|
|
Oct 17, 2025
Q3 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
6.83K+ 12.03% |
$217K - $228K
|
63.6K
$2.12M
|
|
|
Oct 15, 2025
Q3 2025
|
Independent Wealth Network Inc.
|
BUY
|
- |
6.69K+ 11.74% |
$213K - $224K
|
63.7K
$2.13M
|
|
|
Oct 02, 2025
Q3 2025
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
6KNew |
$191K - $201K
|
6K
$200K
|
|
|
Oct 15, 2025
Q3 2025
|
Private Trust CO Na
|
BUY
|
- |
5.03K+ 8.26% |
$160K - $168K
|
65.9K
$2.2M
|
|
|
Oct 02, 2025
Q3 2025
|
Heritage Wealth Architects, Inc.
Mendota Heights, MN |
BUY
|
- |
3.95K+ 3.39% |
$126K - $132K
|
120K
$4.02M
|
|
|
Oct 02, 2025
Q3 2025
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
3.12K+ 2.42% |
$99.2K - $104K
|
132K
$4.4M
|
|
|
Oct 15, 2025
Q3 2025
|
Davenport & CO LLC
|
BUY
|
- |
2.8K+ 6.98% |
$89K - $93.6K
|
42.9K
$1.43M
|
|
|
Oct 14, 2025
Q3 2025
|
Precedent Wealth Partners, LLC
Houston, TX |
BUY
|
- |
2.4K+ 4.9% |
$76.1K - $80K
|
51.2K
$1.71M
|
|
|
Oct 07, 2025
Q3 2025
|
Focus Wealth Advisors, LLC
|
BUY
|
- |
1.97K+ 1.12% |
$62.7K - $65.9K
|
178K
$5.95M
|
|
|
Oct 03, 2025
Q3 2025
|
Hcr Wealth Advisors
Los Angeles, CA |
BUY
|
- |
1.13K+ 17.76% |
$35.8K - $37.6K
|
7.47K
$249K
|
|
|
Oct 17, 2025
Q3 2025
|
Worth Asset Management, LLC
|
BUY
|
- |
1.03K+ 4.15% |
$32.7K - $34.4K
|
25.8K
$860K
|
|
|
Oct 15, 2025
Q3 2025
|
Secured Retirement Advisors, LLC
St Louis Park, MN |
BUY
|
- |
620+ 0.89% |
$19.7K - $20.7K
|
70K
$2.34M
|
|
|
Oct 10, 2025
Q3 2025
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
447+ 2.5% |
$14.2K - $14.9K
|
18.3K
$611K
|
|
|
Oct 09, 2025
Q3 2025
|
Five Pine Wealth Management
Coeur D Alene, ID |
BUY
|
- |
428+ 0.37% |
$13.6K - $14.3K
|
116K
$3.87M
|
|
|
Oct 09, 2025
Q3 2025
|
Legacy Solutions, LLC
Kennett Square, PA |
BUY
|
- |
334+ 2.82% |
$10.6K - $11.2K
|
12.2K
$407K
|
|
|
Oct 16, 2025
Q3 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
299+ 0.35% |
$9.51K - $9.99K
|
85.2K
$2.84M
|
|
|
Oct 15, 2025
Q3 2025
|
Mascagni Wealth Management, Inc.
Clinton, MS |
BUY
|
- |
117+ 0.27% |
$3.72K - $3.91K
|
43K
$1.44M
|
|
|
Oct 14, 2025
Q3 2025
|
Apeiron Ria LLC
|
BUY
|
- |
44+ 0.4% |
$1.4K - $1.47K
|
11K
$366K
|
|
|
Oct 15, 2025
Q3 2025
|
True Wealth Advisors, LLC
|
SELL
|
- |
-10- 0.02% |
$318 - $334
|
40.7K
$1.36M
|
|
|
Oct 15, 2025
Q3 2025
|
Alliance Wealth Advisors, LLC
|
SELL
|
- |
-153- 0.59% |
$4.86K - $5.11K
|
25.6K
$854K
|
|
|
Oct 10, 2025
Q3 2025
|
Able Financial Group, LLC
Scottsdale, AZ |
SELL
|
- |
-668- 3.66% |
$21.2K - $22.3K
|
17.6K
$587K
|
|
|
Oct 17, 2025
Q3 2025
|
Encompass More Asset Management
Danville, CA |
SELL
|
- |
-751- 0.41% |
$23.9K - $25.1K
|
182K
$6.06M
|
|
|
Oct 16, 2025
Q3 2025
|
Apollon Financial, LLC
Mount Pleasant, SC |
SELL
|
- |
-1.2K- 2.4% |
$38.1K - $40.1K
|
48.8K
$1.63M
|
|
|
Oct 15, 2025
Q3 2025
|
Quad Cities Investment Group, LLC
Davenport, IA |
SELL
|
- |
-1.29K- 3.82% |
$41.1K - $43.2K
|
32.6K
$1.09M
|
|
|
Oct 09, 2025
Q3 2025
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-1.35K- 9.15% |
$42.9K - $45.1K
|
13.4K
$447K
|
|
|
Oct 07, 2025
Q3 2025
|
Cooper Financial Group
|
SELL
|
- |
-1.97K- 0.42% |
$62.6K - $65.8K
|
470K
$15.7M
|
|
|
Oct 08, 2025
Q3 2025
|
Rda Financial Network
|
SELL
|
- |
-2.47K- 6.86% |
$78.4K - $82.4K
|
33.4K
$1.12M
|
|
|
Oct 07, 2025
Q3 2025
|
Ignite Planners, LLC
|
SELL
|
- |
-2.65K- 0.39% |
$84.2K - $88.5K
|
683K
$22.8M
|
|
|
Oct 15, 2025
Q3 2025
|
Davies Financial Advisors, Inc.
Murrieta, CA |
SELL
|
- |
-3K- 31.97% |
$95.2K - $100K
|
6.37K
$213K
|
|
|
Oct 03, 2025
Q3 2025
|
Hfg Wealth Management, LLC
The Woodlands, TX |
SELL
|
- |
-3.31K- 1.72% |
$105K - $111K
|
189K
$6.32M
|
|
|
Oct 15, 2025
Q3 2025
|
Cambridge Advisors Inc.
|
SELL
|
- |
-3.93K- 2.68% |
$125K - $131K
|
143K
$4.76M
|
|
|
Oct 08, 2025
Q3 2025
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-4.12K- 19.4% |
$131K - $138K
|
17.1K
$570K
|
|
|
Oct 17, 2025
Q3 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-4.3K- 15.28% |
$137K - $144K
|
23.8K
$796K
|
|
|
Oct 15, 2025
Q3 2025
|
Founders Financial Securities LLC
|
SELL
|
- |
-6.6K- 37.6% |
$210K - $220K
|
10.9K
$365K
|
|
|
Oct 09, 2025
Q3 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-7.31K- 3.78% |
$232K - $244K
|
186K
$6.21M
|
|
|
Oct 09, 2025
Q3 2025
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-11.3K- 41.47% |
$361K - $379K
|
16K
$534K
|
|
|
Oct 14, 2025
Q3 2025
|
Prism Advisors, Inc.
|
SELL
|
- |
-16.4K- 13.54% |
$523K - $549K
|
105K
$3.5M
|
|
|
Oct 15, 2025
Q3 2025
|
Brookstone Capital Management
|
SELL
|
- |
-24.1K- 2.58% |
$765K - $805K
|
910K
$30.4M
|
|
|
Oct 01, 2025
Q3 2025
|
Hobart Private Capital, LLC
Charlotte, NC |
SELL
|
- |
-26.5K- 5.69% |
$843K - $886K
|
439K
$14.7M
|
|
|
Oct 15, 2025
Q3 2025
|
Milestone Asset Management, LLC
Pittsburgh, PA |
SELL
|
- |
-54.2K- 5.1% |
$1.72M - $1.81M
|
1.01M
$33.6M
|