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 |
|---|---|---|---|---|---|---|---|
|
Jan 27, 2025
Q4 2024
|
Trilogy Capital Inc.
|
BUY
|
- |
1.99K+ 8.74% |
$59.1K - $61.3K
|
24.8K
$773K
|
|
|
Jan 15, 2025
Q4 2024
|
Rda Financial Network
|
BUY
|
- |
1.98K+ 3.93% |
$58.9K - $61K
|
52.4K
$1.64M
|
|
|
Jan 27, 2025
Q4 2024
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
1.85K+ 1.93% |
$55.1K - $57.1K
|
97.6K
$3.05M
|
|
|
Feb 13, 2025
Q4 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
1.77K+ 14.95% |
$52.6K - $54.5K
|
13.6K
$425K
|
|
|
Jan 29, 2025
Q4 2024
|
Clarity Capital Partners LLC
Newport Beach, CA |
BUY
|
- |
1.76K+ 6.57% |
$52.3K - $54.2K
|
28.5K
$891K
|
|
|
Jan 23, 2025
Q4 2024
|
Keudell
|
BUY
|
- |
1.68K+ 1.91% |
$49.8K - $51.6K
|
89.6K
$2.8M
|
|
|
Feb 03, 2025
Q4 2024
|
Indie Asset Partners, LLC
Carmel, IN |
BUY
|
- |
1.54K+ 16.79% |
$45.8K - $47.4K
|
10.7K
$334K
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
1.52K+ 9.39% |
$45.3K - $47K
|
17.8K
$554K
|
|
|
Jan 29, 2025
Q4 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
1.45K+ 4.35% |
$43.1K - $44.7K
|
34.8K
$1.09M
|
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
1.3K+ 6.29% |
$38.6K - $40.1K
|
22K
$686K
|
|
|
Jan 14, 2025
Q4 2024
|
Accurate Wealth Management, LLC
|
BUY
|
- |
1.2K+ 15.29% |
$35.5K - $36.8K
|
9.01K
$281K
|
|
|
Jan 13, 2025
Q4 2024
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
1.15K+ 3.51% |
$34.2K - $35.4K
|
33.8K
$1.06M
|
|
|
Jan 27, 2025
Q4 2024
|
Lion Street Advisors, LLC
|
BUY
|
- |
1.13K+ 2.26% |
$33.7K - $34.9K
|
51.3K
$1.6M
|
|
|
Jan 13, 2025
Q4 2024
|
Ewg Elevate Inc.
|
BUY
|
- |
1.1K+ 4.84% |
$32.6K - $33.7K
|
23.7K
$740K
|
|
|
Feb 10, 2025
Q4 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
1.09K+ 4.38% |
$32.3K - $33.4K
|
25.8K
$806K
|
|
|
Jan 14, 2025
Q4 2024
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
1.07K+ 40.7% |
$31.7K - $32.8K
|
3.68K
$115K
|
|
|
Feb 07, 2025
Q4 2024
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
1.04K+ 7.18% |
$31K - $32.2K
|
15.6K
$487K
|
|
|
Jan 30, 2025
Q4 2024
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
BUY
|
- |
964+ 5.17% |
$28.7K - $29.7K
|
19.6K
$612K
|
|
|
Jan 21, 2025
Q4 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
919New |
$27.3K - $28.3K
|
919
$28.7K
|
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
BUY
|
- |
907+ 2.58% |
$27K - $27.9K
|
36K
$1.13M
|
|
|
Feb 06, 2025
Q4 2024
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
874+ 1.84% |
$26K - $26.9K
|
48.3K
$1.51M
|
|
|
Feb 06, 2025
Q4 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
770New |
$22.9K - $23.7K
|
770
$24K
|
|
|
Feb 07, 2025
Q4 2024
|
Hexagon Capital Partners LLC
|
BUY
|
- |
631New |
$18.8K - $19.4K
|
631
$19.7K
|
|
|
Jan 14, 2025
Q4 2024
|
Wolff Wiese Magana LLC
|
BUY
|
- |
601+ 33.65% |
$17.9K - $18.5K
|
2.39K
$74.5K
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
565+ 0.03% |
$16.8K - $17.4K
|
2.04M
$63.6M
|
|
|
Feb 10, 2025
Q4 2024
|
Chris Bulman Inc
Roseville, CA |
BUY
|
- |
481+ 0.17% |
$14.3K - $14.8K
|
289K
$9.01M
|
|
|
Jan 14, 2025
Q4 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
381New |
$11.3K - $11.7K
|
381
$11.9K
|
|
|
Jan 15, 2025
Q4 2024
|
True Wealth Advisors, LLC
|
BUY
|
- |
360+ 1.24% |
$10.7K - $11.1K
|
29.4K
$919K
|
|
|
Jan 17, 2025
Q4 2024
|
Apeiron Ria LLC
|
BUY
|
- |
355+ 2.91% |
$10.6K - $10.9K
|
12.6K
$392K
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
327+ 6.9% |
$9.72K - $10.1K
|
5.07K
$158K
|
|
|
Jan 08, 2025
Q4 2024
|
Worth Asset Management, LLC
|
BUY
|
- |
250+ 2.86% |
$7.43K - $7.7K
|
8.98K
$280K
|
|
|
Feb 07, 2025
Q4 2024
|
Trail Ridge Investment Advisors, LLC
|
BUY
|
- |
245+ 0.24% |
$7.28K - $7.55K
|
103K
$3.2M
|
|
|
Jan 28, 2025
Q4 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
189New |
$5.62K - $5.82K
|
189
$5.9K
|
|
|
Feb 13, 2025
Q4 2024
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
133+ 0.09% |
$3.95K - $4.1K
|
149K
$4.65M
|
|
|
Feb 12, 2025
Q4 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
115+ 2.97% |
$3.42K - $3.54K
|
3.98K
$124K
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
BUY
|
- |
91+ 2.64% |
$2.71K - $2.8K
|
3.54K
$111K
|
|
|
Feb 13, 2025
Q4 2024
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
60New |
$1.78K - $1.85K
|
60
$1.87K
|
|
|
Feb 05, 2025
Q4 2024
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
1New |
$29.7 - $30.8
|
1
$31.2
|
|
|
Jan 30, 2025
Q4 2024
|
L.M. Kohn & Company
|
SELL
|
- |
-63- 0.04% |
$1.87K - $1.94K
|
150K
$4.69M
|
|
|
Jan 16, 2025
Q4 2024
|
Davies Financial Advisors, Inc.
Murrieta, CA |
SELL
|
- |
-136- 1.29% |
$4.04K - $4.19K
|
10.4K
$325K
|
|
|
Jan 08, 2025
Q4 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
SELL
|
- |
-170- 23.91% |
$5.05K - $5.24K
|
541
$16.9K
|
|
|
Feb 06, 2025
Q4 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-171- 2.18% |
$5.08K - $5.27K
|
7.68K
$240K
|
|
|
Jan 21, 2025
Q4 2024
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-241- 1.35% |
$7.16K - $7.43K
|
17.7K
$552K
|
|
|
Feb 12, 2025
Q4 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-245- 11.84% |
$7.28K - $7.55K
|
1.83K
$57K
|
|
|
Jan 23, 2025
Q4 2024
|
Masso Torrence Wealth Management Inc.
|
SELL
|
- |
-250- 3.49% |
$7.43K - $7.7K
|
6.91K
$216K
|
|
|
Feb 12, 2025
Q4 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-250- 1.72% |
$7.43K - $7.7K
|
14.3K
$447K
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-361- 66.0% |
$10.7K - $11.1K
|
186
$5.81K
|
|
|
Jan 13, 2025
Q4 2024
|
Heritage Wealth Partners, LLC
Dublin, OH |
SELL
|
- |
-370- 4.56% |
$11K - $11.4K
|
7.75K
$242K
|
|
|
Jan 22, 2025
Q4 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
SELL
|
- |
-383- 0.43% |
$11.4K - $11.8K
|
88.6K
$2.76M
|
|
|
Jan 24, 2025
Q4 2024
|
Wespac Advisors So Cal, LLC
|
SELL
|
- |
-400- 3.85% |
$11.9K - $12.3K
|
10K
$312K
|