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 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
663K+ 6.17% |
$21.1M - $22.2M
|
11.4M
$381M
|
|
|
Oct 22, 2025
Q3 2025
|
Bigelow Investment Advisors, LLC
|
BUY
|
- |
156KNew |
$4.97M - $5.23M
|
156K
$5.22M
|
|
|
Oct 14, 2025
Q3 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
84.9KNew |
$2.7M - $2.84M
|
84.9K
$2.83M
|
|
|
Oct 23, 2025
Q3 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
49.4K+ 25.8% |
$1.57M - $1.65M
|
241K
$8.04M
|
|
|
Oct 21, 2025
Q3 2025
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
46KNew |
$1.46M - $1.54M
|
46K
$1.54M
|
|
|
Oct 17, 2025
Q3 2025
|
Schulz Wealth, Ltd.
Mansfield, TX |
BUY
|
- |
38.1K+ 12.22% |
$1.21M - $1.27M
|
350K
$11.7M
|
|
|
Oct 23, 2025
Q3 2025
|
Slt Holdings LLC
Scottsdale, AZ |
BUY
|
- |
36.7K+ 55.2% |
$1.17M - $1.23M
|
103K
$3.44M
|
|
|
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 22, 2025
Q3 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
23.5K+ 6.7% |
$746K - $784K
|
373K
$12.5M
|
|
|
Oct 20, 2025
Q3 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
22.5K+ 35.64% |
$717K - $753K
|
85.8K
$2.86M
|
|
|
Oct 22, 2025
Q3 2025
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
15.1K+ 3.17% |
$481K - $506K
|
493K
$16.4M
|
|
|
Oct 22, 2025
Q3 2025
|
Advisory Resource Group
|
BUY
|
- |
14.6K+ 91.72% |
$465K - $489K
|
30.6K
$1.02M
|
|
|
Oct 21, 2025
Q3 2025
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
12.4K+ 42.38% |
$395K - $415K
|
41.8K
$1.39M
|
|
|
Oct 22, 2025
Q3 2025
|
Keystone Wealth Services, LLC
|
BUY
|
- |
11.6K+ 14.37% |
$369K - $388K
|
92.5K
$3.09M
|
|
|
Oct 23, 2025
Q3 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
11.5K+ 2.89% |
$364K - $383K
|
408K
$13.6M
|
|
|
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 23, 2025
Q3 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
7.42K+ 8.41% |
$236K - $248K
|
95.7K
$3.19M
|
|
|
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 20, 2025
Q3 2025
|
Trail Ridge Investment Advisors, LLC
|
BUY
|
- |
6.57K+ 5.43% |
$209K - $220K
|
128K
$4.26M
|
|
|
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 22, 2025
Q3 2025
|
Echo Wealth Management, LLC
|
BUY
|
- |
4.67K+ 19.56% |
$148K - $156K
|
28.5K
$952K
|
|
|
Oct 21, 2025
Q3 2025
|
Brookwood Investment Group LLC
Phoenix, AZ |
BUY
|
- |
4.21K+ 63.93% |
$134K - $141K
|
10.8K
$360K
|
|
|
Oct 21, 2025
Q3 2025
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
4.01K+ 11.95% |
$127K - $134K
|
37.5K
$1.25M
|
|
|
Oct 02, 2025
Q3 2025
|
Heritage Wealth Architects, Inc.
Mendota Heights, MN |
BUY
|
- |
3.95K+ 3.39% |
$126K - $132K
|
120K
$4.02M
|
|
|
Oct 22, 2025
Q3 2025
|
Madrona Financial Services, LLC
|
BUY
|
- |
3.43K+ 1.65% |
$109K - $115K
|
211K
$7.04M
|
|
|
Oct 20, 2025
Q3 2025
|
Chris Bulman Inc
Roseville, CA |
BUY
|
- |
3.15K+ 1.47% |
$100K - $105K
|
217K
$7.24M
|
|
|
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 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
2.78K+ 4.96% |
$88.4K - $93K
|
58.8K
$1.96M
|
|
|
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 20, 2025
Q3 2025
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
1.28K+ 2.68% |
$40.7K - $42.8K
|
49.2K
$1.64M
|
|
|
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 20, 2025
Q3 2025
|
Lighthouse Wealth Management Inc.
Ashland, OH |
BUY
|
- |
1.02K+ 3.58% |
$32.3K - $33.9K
|
29.3K
$979K
|
|
|
Oct 21, 2025
Q3 2025
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
830+ 5.0% |
$26.4K - $27.7K
|
17.4K
$581K
|
|
|
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 20, 2025
Q3 2025
|
Masso Torrence Wealth Management Inc.
|
BUY
|
- |
175+ 2.38% |
$5.56K - $5.85K
|
7.52K
$251K
|