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 03, 2025
Q4 2024
|
Lane & Associates LLC
Moorestown, NJ |
BUY
|
- |
38.9KNew |
$1.16M - $1.2M
|
38.9K
$1.21M
|
|
|
Jan 13, 2025
Q4 2024
|
Ignite Planners, LLC
|
BUY
|
- |
38.5K+ 6.9% |
$1.14M - $1.19M
|
596K
$18.5M
|
|
|
Feb 10, 2025
Q4 2024
|
Valtinson Bruner Financial Planning LLC
|
BUY
|
- |
37K+ 8.36% |
$1.1M - $1.14M
|
479K
$14.8M
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
34.6K+ 15.57% |
$1.03M - $1.07M
|
257K
$7.96M
|
|
|
Feb 04, 2025
Q4 2024
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
33.8KNew |
$1M - $1.04M
|
33.8K
$1.05M
|
|
|
Feb 11, 2025
Q4 2024
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
33.1K+ 127.81% |
$983K - $1.02M
|
59K
$1.83M
|
|
|
Feb 06, 2025
Q4 2024
|
Sonoma Private Wealth LLC
San Francisco, CA |
BUY
|
- |
31.2KNew |
$927K - $960K
|
31.2K
$966K
|
|
|
Feb 07, 2025
Q4 2024
|
Riverbend Wealth Management, LLC
Myrtle Beach, SC |
BUY
|
- |
29.9KNew |
$888K - $920K
|
29.9K
$926K
|
|
|
Feb 06, 2025
Q4 2024
|
Meridian Wealth Management, LLC
|
BUY
|
- |
29.7K+ 9.15% |
$883K - $915K
|
354K
$11M
|
|
|
Jan 22, 2025
Q4 2024
|
Falcon Wealth Planning
|
BUY
|
- |
28.4K+ 52.36% |
$843K - $874K
|
82.6K
$2.56M
|
|
|
Jan 08, 2025
Q4 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
27.6KNew |
$821K - $851K
|
27.6K
$856K
|
|
|
Jan 10, 2025
Q4 2024
|
Hbw Advisory Services LLC
|
BUY
|
- |
27.4K+ 9.82% |
$814K - $844K
|
306K
$9.49M
|
|
|
Feb 04, 2025
Q4 2024
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
26.4K+ 9.53% |
$786K - $815K
|
304K
$9.42M
|
|
|
Feb 07, 2025
Q4 2024
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
25.1K+ 3.25% |
$746K - $773K
|
797K
$24.7M
|
|
|
Jan 27, 2025
Q4 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
24.9K+ 55.46% |
$740K - $767K
|
69.8K
$2.16M
|
|
|
Feb 10, 2025
Q4 2024
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
23.5KNew |
$697K - $723K
|
23.5K
$727K
|
|
|
Jan 13, 2025
Q4 2024
|
Psi Advisors, LLC
|
BUY
|
- |
23K+ 5.96% |
$685K - $710K
|
409K
$12.7M
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
22.9K+ 6.37% |
$681K - $706K
|
383K
$11.9M
|
|
|
Feb 04, 2025
Q4 2024
|
Edge Capital Group, LLC
|
BUY
|
- |
22.8K+ 11.51% |
$677K - $702K
|
221K
$6.84M
|
|
|
Feb 07, 2025
Q4 2024
|
Paragon Private Wealth Management, LLC
|
BUY
|
- |
22.8KNew |
$677K - $701K
|
22.8K
$706K
|
|
|
Feb 10, 2025
Q4 2024
|
Drake & Associates, LLC
Waukesha, WI |
BUY
|
- |
22K+ 5.76% |
$655K - $679K
|
405K
$12.5M
|
|
|
Jan 30, 2025
Q4 2024
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
20.3K+ 52.62% |
$604K - $626K
|
58.9K
$1.83M
|
|
|
Jan 29, 2025
Q4 2024
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
20.1K+ 65.92% |
$596K - $618K
|
50.5K
$1.56M
|
|
|
Jan 24, 2025
Q4 2024
|
Financial Futures LTD Liability Co.
|
BUY
|
- |
19.9K+ 9.43% |
$593K - $614K
|
231K
$7.17M
|
|
|
Feb 06, 2025
Q4 2024
|
Keystone Wealth Services, LLC
|
BUY
|
- |
19.7K+ 56.48% |
$587K - $608K
|
54.7K
$1.7M
|
|
|
Feb 07, 2025
Q4 2024
|
Capasso Planning Partners LLC
Charleston, SC |
BUY
|
- |
19.1KNew |
$569K - $590K
|
19.1K
$593K
|
|
|
Jan 21, 2025
Q4 2024
|
Encompass More Asset Management
Danville, CA |
BUY
|
- |
19K+ 13.41% |
$566K - $587K
|
161K
$4.99M
|
|
|
Jan 29, 2025
Q4 2024
|
Perissos Private Wealth Management, LLC
Bethany, OK |
BUY
|
- |
18.3K+ 48.2% |
$544K - $564K
|
56.3K
$1.74M
|
|
|
Feb 07, 2025
Q4 2024
|
Axis Wealth Partners, LLC
East Providence, RI |
BUY
|
- |
18KNew |
$535K - $554K
|
18K
$558K
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
17.6K+ 5.77% |
$522K - $541K
|
322K
$9.98M
|
|
|
Jan 29, 2025
Q4 2024
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
16.2KNew |
$481K - $499K
|
16.2K
$502K
|
|
|
Jan 22, 2025
Q4 2024
|
Lighthouse Wealth Management Inc.
Ashland, OH |
BUY
|
- |
15.6KNew |
$465K - $482K
|
15.6K
$485K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
15.6K+ 18.46% |
$463K - $480K
|
100K
$3.1M
|
|
|
Jan 31, 2025
Q4 2024
|
Key F Inancial Inc
|
BUY
|
- |
15.4K+ 4.15% |
$458K - $474K
|
386K
$12M
|
|
|
Jan 27, 2025
Q4 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
15.3K+ 3.76% |
$456K - $473K
|
424K
$13.1M
|
|
|
Jan 31, 2025
Q4 2024
|
Good Life Advisors, LLC
|
BUY
|
- |
15K+ 1.79% |
$447K - $463K
|
855K
$26.5M
|
|
|
Jan 23, 2025
Q4 2024
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
- |
14.9K+ 10.66% |
$444K - $460K
|
155K
$4.8M
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
13.7K+ 17.28% |
$408K - $423K
|
93.2K
$2.89M
|
|
|
Feb 04, 2025
Q4 2024
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
13.4K+ 5.12% |
$399K - $413K
|
275K
$8.54M
|
|
|
Jan 22, 2025
Q4 2024
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
12.8KNew |
$380K - $394K
|
12.8K
$397K
|
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
12.7K+ 3.29% |
$376K - $390K
|
397K
$12.3M
|
|
|
Jan 08, 2025
Q4 2024
|
First Hawaiian Bank
|
BUY
|
- |
12.5K+ 14.79% |
$373K - $386K
|
97.2K
$3.01M
|
|
|
Feb 10, 2025
Q4 2024
|
Ssi Investment Management LLC
Los Angeles, CA |
BUY
|
- |
12.5K+ 6.9% |
$371K - $385K
|
193K
$5.99M
|
|
|
Jan 24, 2025
Q4 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
12.3KNew |
$365K - $378K
|
12.3K
$380K
|
|
|
Feb 03, 2025
Q4 2024
|
Nicholson Wealth Management Group, LLC
Charlestown, SC |
BUY
|
- |
12.3KNew |
$364K - $378K
|
12.3K
$380K
|
|
|
Feb 04, 2025
Q4 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
12.1K+ 10.89% |
$360K - $373K
|
123K
$3.82M
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
12K+ 26.22% |
$357K - $370K
|
57.8K
$1.79M
|
|
|
Jan 31, 2025
Q4 2024
|
Legacy Solutions, LLC
Kennett Square, PA |
BUY
|
- |
11.8KNew |
$352K - $365K
|
11.8K
$367K
|
|
|
Feb 11, 2025
Q4 2024
|
Runnymede Capital Advisors, Inc.
Dublin, OH |
BUY
|
- |
11.7KNew |
$348K - $361K
|
11.7K
$363K
|
|
|
Jan 28, 2025
Q4 2024
|
Hobart Private Capital, LLC
Charlotte, NC |
BUY
|
- |
11.7K+ 1.0% |
$347K - $359K
|
1.17M
$36.3M
|