Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
2.34MNew |
$69.7M - $72.2M
|
2.34M
$73.2M
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
1.95M+ 23.56% |
$58.1M - $60.2M
|
10.2M
$320M
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
1.51M+ 14587.29% |
$44.8M - $46.5M
|
1.52M
$47.4M
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
1.37M+ 4.04% |
$40.9M - $42.3M
|
35.4M
$1.1B
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
1.18M+ 15.98% |
$35.2M - $36.5M
|
8.59M
$268M
|
|
|
Jan 14, 2025
Q4 2024
|
Rovin Capital
|
BUY
|
- |
577K+ 867.81% |
$17.1M - $17.8M
|
643K
$20.1M
|
|
|
Jan 17, 2025
Q4 2024
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
BUY
|
- |
559KNew |
$16.6M - $17.2M
|
559K
$17.4M
|
|
|
Jan 27, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
554K+ 5710.26% |
$16.5M - $17.1M
|
564K
$17.6M
|
|
|
Feb 13, 2025
Q4 2024
|
Solano Wealth Investment Advisors LLC
Fairfield, CA |
BUY
|
- |
509KNew |
$15.1M - $15.7M
|
509K
$15.9M
|
|
|
Feb 13, 2025
Q4 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
445K+ 93.57% |
$13.2M - $13.7M
|
922K
$28.8M
|
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
445K+ 52.69% |
$13.2M - $13.7M
|
1.29M
$40.3M
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
426K+ 6.82% |
$12.7M - $13.1M
|
6.67M
$208M
|
|
|
Feb 10, 2025
Q4 2024
|
Img Wealth Management, Inc.
Jacksonville, FL |
BUY
|
- |
349KNew |
$10.4M - $10.8M
|
349K
$10.9M
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
346KNew |
$10.3M - $10.7M
|
346K
$10.8M
|
|
|
Feb 11, 2025
Q4 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
324K+ 304.79% |
$9.63M - $9.98M
|
430K
$13.4M
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
296K+ 17.8% |
$8.79M - $9.11M
|
1.96M
$61.1M
|
|
|
Feb 13, 2025
Q4 2024
|
Frederick Financial Consultants, LLC
Frederick, MD |
BUY
|
- |
270KNew |
$8.03M - $8.33M
|
270K
$8.44M
|
|
|
Feb 13, 2025
Q4 2024
|
Keystone Financial Group
|
BUY
|
- |
254KNew |
$7.56M - $7.84M
|
254K
$7.94M
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
242K+ 12.32% |
$7.19M - $7.45M
|
2.21M
$68.8M
|
|
|
Feb 03, 2025
Q4 2024
|
Pmg Wealth Management, Inc.
Hawthorn Woods, IL |
BUY
|
- |
229KNew |
$6.8M - $7.05M
|
229K
$7.15M
|
|
|
Jan 29, 2025
Q4 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
225K+ 21.02% |
$6.68M - $6.92M
|
1.29M
$40.4M
|
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
207K+ 34.87% |
$6.14M - $6.37M
|
799K
$24.9M
|
|
|
Feb 13, 2025
Q4 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
203K+ 55.06% |
$6.02M - $6.24M
|
571K
$17.8M
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
183KNew |
$5.44M - $5.64M
|
183K
$5.71M
|
|
|
Jan 13, 2025
Q4 2024
|
Cooper Financial Group
|
BUY
|
- |
180K+ 71.25% |
$5.34M - $5.53M
|
432K
$13.5M
|
|
|
Feb 05, 2025
Q4 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
179K+ 499.28% |
$5.33M - $5.53M
|
215K
$6.72M
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
176K+ 10.5% |
$5.25M - $5.44M
|
1.86M
$58M
|
|
|
Jan 17, 2025
Q4 2024
|
Seros Financial, LLC
Tempe, AZ |
BUY
|
- |
173KNew |
$5.14M - $5.33M
|
173K
$5.4M
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
170K+ 12.68% |
$5.04M - $5.22M
|
1.51M
$47M
|
|
|
Jan 17, 2025
Q4 2024
|
Madrona Financial Services, LLC
|
BUY
|
- |
158K+ 119.06% |
$4.69M - $4.86M
|
290K
$9.06M
|
|
|
Jan 16, 2025
Q4 2024
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
139K+ 13.78% |
$4.13M - $4.28M
|
1.15M
$35.8M
|
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
138K+ 21.66% |
$4.1M - $4.25M
|
775K
$24.2M
|
|
|
Feb 13, 2025
Q4 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
137K+ 108.41% |
$4.06M - $4.21M
|
263K
$8.2M
|
|
|
Jan 29, 2025
Q4 2024
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
BUY
|
- |
128K+ 130.24% |
$3.81M - $3.94M
|
226K
$7.07M
|
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
127K+ 4.43% |
$3.78M - $3.91M
|
3M
$93.6M
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
127K+ 8.59% |
$3.77M - $3.91M
|
1.6M
$50.1M
|
|
|
Feb 11, 2025
Q4 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
127K+ 152.44% |
$3.77M - $3.91M
|
210K
$6.56M
|
|
|
Jan 23, 2025
Q4 2024
|
Five Pine Wealth Management
Coeur D Alene, ID |
BUY
|
- |
123KNew |
$3.66M - $3.79M
|
123K
$3.84M
|
|
|
Feb 05, 2025
Q4 2024
|
Noble Wealth Management Pbc
Greenwood Village, CO |
BUY
|
- |
113KNew |
$3.37M - $3.49M
|
113K
$3.54M
|
|
|
Feb 03, 2025
Q4 2024
|
Howard Capital Management Inc.
|
BUY
|
- |
113K+ 106.94% |
$3.36M - $3.48M
|
219K
$6.82M
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
105K+ 5.88% |
$3.13M - $3.24M
|
1.89M
$59.1M
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
BUY
|
- |
99K+ 8.53% |
$2.94M - $3.05M
|
1.26M
$39.3M
|
|
|
Jan 21, 2025
Q4 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
97.3K+ 50.93% |
$2.89M - $3M
|
288K
$9.01M
|
|
|
Feb 13, 2025
Q4 2024
|
Defined Financial Planning LLC
San Rafael, CA |
BUY
|
- |
93.2KNew |
$2.77M - $2.87M
|
93.2K
$2.91M
|
|
|
Feb 10, 2025
Q4 2024
|
Free Gulliver LLC
New Orleans, LA |
BUY
|
- |
92.9K+ 170.7% |
$2.76M - $2.86M
|
147K
$4.6M
|
|
|
Jan 22, 2025
Q4 2024
|
Nvest Financial, LLC
|
BUY
|
- |
89.9KNew |
$2.67M - $2.77M
|
89.9K
$2.81M
|
|
|
Feb 13, 2025
Q4 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
85.9K+ 84.89% |
$2.55M - $2.65M
|
187K
$5.84M
|
|
|
Jan 14, 2025
Q4 2024
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
BUY
|
- |
85.9K+ 9.64% |
$2.55M - $2.65M
|
977K
$30.5M
|
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
83.9K+ 20.98% |
$2.5M - $2.59M
|
484K
$15.1M
|
|
|
Jan 16, 2025
Q4 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
81.3KNew |
$2.42M - $2.5M
|
81.3K
$2.54M
|