Purchases and Sales Made in Q4 2021 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 Q4 2021. 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 |
---|---|---|---|---|---|---|---|
Mar 23, 2022
Q4 2021
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
5.28MNew |
$121M - $127M
|
5.28M
$162M
|
|
Feb 04, 2022
Q4 2021
|
Envestnet Asset Management Inc
|
BUY
|
- |
1.01M+ 359.77% |
$23.2M - $24.4M
|
1.3M
$39.7M
|
|
Feb 14, 2022
Q4 2021
|
Tradition Wealth Management, LLC
|
BUY
|
- |
701K+ 2756.57% |
$16.1M - $16.9M
|
727K
$22.3M
|
|
Jan 20, 2022
Q4 2021
|
Ae Wealth Management LLC
|
BUY
|
- |
621K+ 89.77% |
$14.2M - $15M
|
1.31M
$40.2M
|
|
Feb 17, 2022
Q4 2021
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
452KNew |
$10.4M - $10.9M
|
452K
$13.9M
|
|
Jan 31, 2022
Q4 2021
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
298K+ 20.72% |
$6.81M - $7.16M
|
1.73M
$53.1M
|
|
Feb 14, 2022
Q4 2021
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
287K+ 87.06% |
$6.57M - $6.91M
|
616K
$18.9M
|
|
Feb 01, 2022
Q4 2021
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
262K+ 23.85% |
$6M - $6.31M
|
1.36M
$41.7M
|
|
Feb 03, 2022
Q4 2021
|
Arkadios Wealth Advisors
|
BUY
|
- |
257K+ 60.81% |
$5.89M - $6.19M
|
680K
$20.8M
|
|
Feb 07, 2022
Q4 2021
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
210KNew |
$4.81M - $5.06M
|
210K
$6.44M
|
|
Feb 10, 2022
Q4 2021
|
Masso Torrence Wealth Management Inc.
|
BUY
|
- |
201KNew |
$4.6M - $4.83M
|
201K
$6.15M
|
|
Jan 28, 2022
Q4 2021
|
Gw Henssler & Associates LTD
|
BUY
|
- |
167K+ 7.94% |
$3.82M - $4.02M
|
2.27M
$69.5M
|
|
Feb 11, 2022
Q4 2021
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
163KNew |
$3.74M - $3.94M
|
163K
$5.01M
|
|
Jan 19, 2022
Q4 2021
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
143K+ 371.19% |
$3.27M - $3.44M
|
181K
$5.55M
|
|
Feb 10, 2022
Q4 2021
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
136K+ 75.46% |
$3.11M - $3.27M
|
316K
$9.69M
|
|
Feb 03, 2022
Q4 2021
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
83.2K+ 21.91% |
$1.9M - $2M
|
463K
$14.2M
|
|
Feb 07, 2022
Q4 2021
|
Quantitative Advantage, LLC
Minnetonka, MN |
BUY
|
- |
82.6KNew |
$1.89M - $1.99M
|
82.6K
$2.53M
|
|
Feb 10, 2022
Q4 2021
|
Stone X Group Inc.
|
BUY
|
- |
73.6KNew |
$1.69M - $1.77M
|
73.6K
$2.26M
|
|
Nov 17, 2023
Q4 2021
|
National Wealth Management Group, LLC
Cincinnati, OH |
BUY
|
- |
72.2KNew |
$1.65M - $1.74M
|
72.2K
$2.21M
|
|
Feb 08, 2022
Q4 2021
|
Black Diamond Wealth Management Inc.
|
BUY
|
- |
69.9KNew |
$1.6M - $1.68M
|
69.9K
$2.14M
|
|
Jan 14, 2022
Q4 2021
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
69.2K+ 120.43% |
$1.58M - $1.67M
|
127K
$3.88M
|
|
Feb 01, 2022
Q4 2021
|
Centaurus Financial, Inc.
|
BUY
|
- |
59.8K+ 777.19% |
$1.37M - $1.44M
|
67.5K
$2.07M
|
|
Feb 14, 2022
Q4 2021
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
59.1K+ 40.11% |
$1.35M - $1.42M
|
206K
$6.32M
|
|
Mar 17, 2022
Q4 2021
|
Integrity Financial Corp
|
BUY
|
- |
45.9KNew |
$1.05M - $1.11M
|
45.9K
$1.41M
|
|
Feb 14, 2022
Q4 2021
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
36.2KNew |
$830K - $872K
|
36.2K
$1.11M
|
|
Feb 10, 2022
Q4 2021
|
Private Advisor Group, LLC
|
BUY
|
- |
32.4KNew |
$743K - $781K
|
32.4K
$994K
|
|
Mar 11, 2022
Q4 2021
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
26.3KNew |
$602K - $633K
|
26.3K
$806K
|
|
Jan 27, 2022
Q4 2021
|
Janney Montgomery Scott LLC
|
BUY
|
- |
26.2K+ 176.69% |
$599K - $630K
|
41K
$1.25M
|
|
Feb 01, 2022
Q4 2021
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
25.7KNew |
$588K - $618K
|
25.7K
$787K
|
|
Jan 20, 2022
Q4 2021
|
Kestra Advisory Services, LLC
|
BUY
|
- |
23.9K+ 41.87% |
$546K - $575K
|
80.9K
$2.48M
|
|
Jan 19, 2022
Q4 2021
|
Key F Inancial Inc
|
BUY
|
- |
21.7KNew |
$497K - $523K
|
21.7K
$665K
|
|
Feb 16, 2022
Q4 2021
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
21.2K+ 9.14% |
$486K - $512K
|
254K
$7.77M
|
|
Jan 21, 2022
Q4 2021
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
21.2K+ 81.73% |
$486K - $511K
|
47.2K
$1.45M
|
|
Jan 19, 2024
Q4 2021
|
Cedrus LLC
Littleton, CO |
BUY
|
- |
19.6KNew |
$449K - $472K
|
19.6K
$601K
|
|
Jan 13, 2022
Q4 2021
|
Wedbush Securities Inc
|
BUY
|
- |
19.3KNew |
$442K - $465K
|
19.3K
$592K
|
|
Sep 10, 2024
Q4 2021
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
18.2KNew |
$417K - $439K
|
18.2K
$558K
|
|
Feb 14, 2022
Q4 2021
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
16.5K+ 140.47% |
$378K - $397K
|
28.3K
$866K
|
|
Feb 14, 2022
Q4 2021
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
14.3KNew |
$327K - $344K
|
14.3K
$438K
|
|
Feb 23, 2022
Q4 2021
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
13.4K+ 7.55% |
$307K - $323K
|
191K
$5.85M
|
|
Feb 17, 2022
Q4 2021
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
13.3KNew |
$304K - $320K
|
13.3K
$407K
|
|
Jan 18, 2022
Q4 2021
|
Kovack Advisors, Inc.
|
BUY
|
- |
12.8K+ 13.98% |
$293K - $308K
|
104K
$3.2M
|
|
Feb 14, 2022
Q4 2021
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
12.6KNew |
$288K - $303K
|
12.6K
$386K
|
|
Feb 17, 2022
Q4 2021
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
11.2K+ 6.84% |
$257K - $270K
|
175K
$5.37M
|
|
Jan 14, 2022
Q4 2021
|
Cambridge Advisors Inc.
|
BUY
|
- |
10.2KNew |
$235K - $247K
|
10.2K
$314K
|
|
Feb 14, 2022
Q4 2021
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
9.76KNew |
$224K - $235K
|
9.76K
$299K
|
|
Jan 27, 2022
Q4 2021
|
Meridian Wealth Management, LLC
|
BUY
|
- |
9.34K+ 40.25% |
$214K - $225K
|
32.5K
$997K
|
|
Jan 26, 2022
Q4 2021
|
Lincoln National Corp
|
BUY
|
- |
5.84K+ 6.78% |
$134K - $141K
|
92K
$2.82M
|
|
Feb 11, 2022
Q4 2021
|
First Heartland Consultants, Inc.
|
BUY
|
- |
5.04K+ 21.92% |
$115K - $121K
|
28K
$859K
|
|
Feb 10, 2022
Q4 2021
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
4.92K+ 2.56% |
$113K - $118K
|
197K
$6.04M
|
|
Feb 11, 2022
Q4 2021
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
4.9KNew |
$112K - $118K
|
4.9K
$150K
|