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
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
8.18K+ 5.1% |
$243K - $252K
|
169K
$5.26M
|
|
|
Feb 13, 2025
Q4 2024
|
Townsquare Capital LLC
|
BUY
|
- |
8.11K+ 1.21% |
$241K - $250K
|
679K
$21.2M
|
|
|
Jan 17, 2025
Q4 2024
|
Independent Wealth Network Inc.
|
BUY
|
- |
8.07K+ 23.79% |
$240K - $248K
|
42K
$1.31M
|
|
|
Jan 24, 2025
Q4 2024
|
Catalina Capital Group, LLC
Torrance, CA |
BUY
|
- |
8.06KNew |
$240K - $248K
|
8.06K
$252K
|
|
|
Jan 24, 2025
Q4 2024
|
Adamsbrown Wealth Consultants LLC
|
BUY
|
- |
8.05K+ 109.71% |
$239K - $248K
|
15.4K
$480K
|
|
|
Feb 03, 2025
Q4 2024
|
Winebrenner Capital Management LLC
Louisville, KY |
BUY
|
- |
7.69KNew |
$229K - $237K
|
7.69K
$240K
|
|
|
Jan 31, 2025
Q4 2024
|
Mcdonald Partners LLC
|
BUY
|
- |
7KNew |
$208K - $216K
|
7K
$219K
|
|
|
Jan 13, 2025
Q4 2024
|
Gsg Advisors LLC
Mount Laurel, NJ |
BUY
|
- |
6.96KNew |
$207K - $214K
|
6.96K
$217K
|
|
|
Feb 12, 2025
Q4 2024
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
6.92K+ 99.07% |
$206K - $213K
|
13.9K
$434K
|
|
|
Feb 12, 2025
Q4 2024
|
Forge Financial Services LLC
Edmond, OK |
BUY
|
- |
6.85KNew |
$204K - $211K
|
6.85K
$214K
|
|
|
Jan 13, 2025
Q4 2024
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
6.7K+ 28.49% |
$199K - $207K
|
30.2K
$944K
|
|
|
Feb 10, 2025
Q4 2024
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
6.63K+ 20.34% |
$197K - $204K
|
39.2K
$1.22M
|
|
|
Jan 27, 2025
Q4 2024
|
Foguth Wealth Management, Llc.
Brighton, MI |
BUY
|
- |
6.58K+ 50.93% |
$196K - $203K
|
19.5K
$608K
|
|
|
Jan 21, 2025
Q4 2024
|
Precedent Wealth Partners, LLC
Houston, TX |
BUY
|
- |
6.57K+ 20.24% |
$195K - $202K
|
39K
$1.22M
|
|
|
Jan 28, 2025
Q4 2024
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
6.56K+ 19.55% |
$195K - $202K
|
40.1K
$1.25M
|
|
|
Jan 30, 2025
Q4 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
6.53K+ 25.77% |
$194K - $201K
|
31.9K
$995K
|
|
|
Jan 16, 2025
Q4 2024
|
Focus Wealth Advisors, LLC
|
BUY
|
- |
6.53K+ 3.82% |
$194K - $201K
|
178K
$5.54M
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
6.36K+ 4.65% |
$189K - $196K
|
143K
$4.47M
|
|
|
Jan 24, 2025
Q4 2024
|
Holistic Planning, LLC
Nacogdoches, TX |
BUY
|
- |
5.99K+ 57.89% |
$178K - $185K
|
16.3K
$510K
|
|
|
Feb 11, 2025
Q4 2024
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
5.74K+ 32.76% |
$171K - $177K
|
23.3K
$726K
|
|
|
Feb 12, 2025
Q4 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
5.56K+ 6.15% |
$165K - $171K
|
95.9K
$2.99M
|
|
|
Jan 24, 2025
Q4 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
5.52K+ 10.46% |
$164K - $170K
|
58.2K
$1.82M
|
|
|
Feb 07, 2025
Q4 2024
|
Naviter Wealth, LLC
|
BUY
|
- |
5.39K+ 2.04% |
$160K - $166K
|
270K
$8.42M
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
5.36K+ 12.43% |
$159K - $165K
|
48.5K
$1.51M
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
BUY
|
- |
4.89K+ 7.52% |
$145K - $151K
|
70K
$2.18M
|
|
|
Feb 03, 2025
Q4 2024
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
4.84K+ 13.4% |
$144K - $149K
|
41K
$1.28M
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
4.24K+ 9.15% |
$126K - $131K
|
50.5K
$1.58M
|
|
|
Feb 12, 2025
Q4 2024
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
4.23K+ 22.02% |
$126K - $130K
|
23.4K
$731K
|
|
|
Feb 05, 2025
Q4 2024
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
4.21K+ 5.22% |
$125K - $130K
|
84.9K
$2.65M
|
|
|
Feb 12, 2025
Q4 2024
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
3.86K+ 56.94% |
$115K - $119K
|
10.6K
$332K
|
|
|
Feb 07, 2025
Q4 2024
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
BUY
|
- |
3.79K+ 25.56% |
$113K - $117K
|
18.6K
$581K
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
3.38K+ 0.92% |
$100K - $104K
|
372K
$11.6M
|
|
|
Jan 21, 2025
Q4 2024
|
Echo Wealth Management, LLC
|
BUY
|
- |
3.32K+ 41.97% |
$98.6K - $102K
|
11.2K
$350K
|
|
|
Jan 13, 2025
Q4 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
3.31K+ 7.65% |
$98.3K - $102K
|
46.6K
$1.45M
|
|
|
Jan 29, 2025
Q4 2024
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
3.22K+ 3.35% |
$95.7K - $99.2K
|
99.3K
$3.1M
|
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
3.16K+ 15.41% |
$93.8K - $97.2K
|
23.6K
$738K
|
|
|
Feb 12, 2025
Q4 2024
|
Private Portfolio Partners LLC
|
BUY
|
- |
3.05K+ 29.06% |
$90.6K - $93.9K
|
13.5K
$423K
|
|
|
Jan 21, 2025
Q4 2024
|
Pcg Wealth Advisors, LLC
|
BUY
|
- |
3K+ 2.41% |
$89.2K - $92.4K
|
128K
$3.99M
|
|
|
Feb 12, 2025
Q4 2024
|
Wedbush Securities Inc
|
BUY
|
- |
2.9K+ 2.38% |
$86.2K - $89.4K
|
125K
$3.9M
|
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
2.79K+ 8.95% |
$82.8K - $85.8K
|
33.9K
$1.06M
|
|
|
Feb 04, 2025
Q4 2024
|
Synergy Financial Group, LTD
|
BUY
|
- |
2.61K+ 12.1% |
$77.7K - $80.5K
|
24.2K
$756K
|
|
|
Jan 28, 2025
Q4 2024
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
2.44KNew |
$72.5K - $75.1K
|
2.44K
$76.1K
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
2.43K+ 5.35% |
$72.3K - $75K
|
47.9K
$1.5M
|
|
|
Jan 17, 2025
Q4 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
2.38K+ 6.11% |
$70.6K - $73.2K
|
41.3K
$1.29M
|
|
|
Jan 14, 2025
Q4 2024
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
2.26K+ 10.85% |
$67.3K - $69.7K
|
23.1K
$722K
|
|
|
Feb 05, 2025
Q4 2024
|
Heritage Wealth Management, Inc.
Cincinnati, OH |
BUY
|
- |
2.21K+ 6.68% |
$65.6K - $67.9K
|
35.2K
$1.1M
|
|
|
Jan 28, 2025
Q4 2024
|
Santori & Peters, Inc.
|
BUY
|
- |
2.13K+ 6.16% |
$63.4K - $65.7K
|
36.8K
$1.15M
|
|
|
Jan 30, 2025
Q4 2024
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
BUY
|
- |
2.13K+ 5.8% |
$63.2K - $65.5K
|
38.8K
$1.21M
|
|
|
Feb 05, 2025
Q4 2024
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
2K+ 60.51% |
$59.5K - $61.6K
|
5.31K
$166K
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
2K+ 5.24% |
$59.5K - $61.6K
|
40.2K
$1.25M
|