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 23, 2025
Q4 2024
|
American Institute For Advanced Investment Management, LLP
|
SELL
|
- |
-400- 1.13% |
$11.9K - $12.3K
|
35K
$1.09M
|
|
|
Jan 27, 2025
Q4 2024
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-488- 2.66% |
$14.5K - $15K
|
17.8K
$557K
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-519- 1.34% |
$15.4K - $16K
|
38.2K
$1.19M
|
|
|
Feb 04, 2025
Q4 2024
|
Kovack Advisors, Inc.
|
SELL
|
- |
-540- 0.55% |
$16.1K - $16.6K
|
98.2K
$3.07M
|
|
|
Feb 13, 2025
Q4 2024
|
Belpointe Asset Management LLC
|
SELL
|
- |
-613- 1.78% |
$18.2K - $18.9K
|
33.9K
$1.06M
|
|
|
Jan 13, 2025
Q4 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
SELL
|
- |
-615- 4.55% |
$18.3K - $18.9K
|
12.9K
$403K
|
|
|
Jan 24, 2025
Q4 2024
|
Magnolia Capital Advisors LLC
Jackson, MS |
SELL
|
- |
-650- 1.24% |
$19.3K - $20K
|
52K
$1.62M
|
|
|
Jan 22, 2025
Q4 2024
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-700- 2.23% |
$20.8K - $21.6K
|
30.7K
$957K
|
|
|
Feb 07, 2025
Q4 2024
|
Pfg Advisors
|
SELL
|
- |
-897- 3.22% |
$26.7K - $27.6K
|
26.9K
$841K
|
|
|
Jan 23, 2025
Q4 2024
|
Fsa Advisors, Inc.
Troy, MI |
SELL
|
- |
-959- 2.46% |
$28.5K - $29.5K
|
38K
$1.19M
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
SELL
|
- |
-969- 36.17% |
$28.8K - $29.9K
|
1.71K
$53.4K
|
|
|
Jan 23, 2025
Q4 2024
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-986- 2.8% |
$29.3K - $30.4K
|
34.2K
$1.07M
|
|
|
Jan 30, 2025
Q4 2024
|
Secured Retirement Advisors, LLC
St Louis Park, MN |
SELL
|
- |
-1.25K- 1.03% |
$37K - $38.4K
|
120K
$3.74M
|
|
|
Feb 07, 2025
Q4 2024
|
Prosperity Financial Group, Inc.
San Ramon, CA |
SELL
|
- |
-1.48K- 16.45% |
$43.9K - $45.4K
|
7.49K
$234K
|
|
|
Feb 13, 2025
Q4 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-1.48K- 9.39% |
$44.1K - $45.7K
|
14.3K
$447K
|
|
|
Jan 22, 2025
Q4 2024
|
Prospect Financial Services LLC
Melville, NY |
SELL
|
- |
-1.66K- 14.04% |
$49.4K - $51.1K
|
10.2K
$317K
|
|
|
Jan 29, 2025
Q4 2024
|
Clarus Group, Inc.
|
SELL
|
- |
-1.85K- 10.65% |
$54.9K - $56.9K
|
15.5K
$484K
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-2.03K- 99.02% |
$60.3K - $62.5K
|
20
$624
|
|
|
Jan 21, 2025
Q4 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-2.57K- 1.25% |
$76.3K - $79.1K
|
203K
$6.34M
|
|
|
Jan 17, 2025
Q4 2024
|
New Century Financial Group, LLC
Princeton, NJ |
SELL
|
- |
-2.82K- 8.22% |
$83.8K - $86.9K
|
31.5K
$983K
|
|
|
Jan 23, 2025
Q4 2024
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
SELL
|
- |
-3.34K- 3.61% |
$99.4K - $103K
|
89.2K
$2.79M
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
SELL
|
- |
-3.55K- 7.76% |
$106K - $109K
|
42.2K
$1.32M
|
|
|
Feb 13, 2025
Q4 2024
|
Integrity Financial Corp
|
SELL
|
- |
-3.82K- 3.17% |
$113K - $118K
|
117K
$3.64M
|
|
|
Jan 23, 2025
Q4 2024
|
Simpli Fi, Inc.
|
SELL
|
- |
-4.15K- 1.08% |
$123K - $128K
|
380K
$11.9M
|
|
|
Jan 16, 2025
Q4 2024
|
River Tree Advisors, LLC
Winter Park, FL |
SELL
|
- |
-4.63K- 1.47% |
$138K - $143K
|
311K
$9.7M
|
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
SELL
|
- |
-6.19K- 4.8% |
$184K - $191K
|
123K
$3.83M
|
|
|
Feb 13, 2025
Q4 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-6.54K- 19.94% |
$194K - $201K
|
26.2K
$819K
|
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-7.46K- 3.58% |
$222K - $230K
|
201K
$6.27M
|
|
|
Feb 07, 2025
Q4 2024
|
Simplicity Wealth,Llc
|
SELL
|
- |
-11.1K- 13.83% |
$331K - $343K
|
69.4K
$2.17M
|
|
|
Jan 13, 2025
Q4 2024
|
Hfg Wealth Management, LLC
The Woodlands, TX |
SELL
|
- |
-11.6K- 5.4% |
$346K - $359K
|
204K
$6.37M
|
|
|
Feb 04, 2025
Q4 2024
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-12.2K- 9.02% |
$362K - $376K
|
123K
$3.84M
|
|
|
Jan 27, 2025
Q4 2024
|
Centennial Wealth Advisory LLC
|
SELL
|
- |
-14.4K- 2.91% |
$429K - $444K
|
481K
$15M
|
|
|
Feb 05, 2025
Q4 2024
|
Schulz Wealth, Ltd.
Mansfield, TX |
SELL
|
- |
-14.6K- 4.46% |
$434K - $450K
|
313K
$9.78M
|
|
|
Feb 13, 2025
Q4 2024
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-16.4K- 62.17% |
$486K - $504K
|
9.95K
$311K
|
|
|
Feb 13, 2025
Q4 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-16.7K- 6.78% |
$496K - $514K
|
230K
$7.17M
|
|
|
Jan 13, 2025
Q4 2024
|
Tsfg, LLC
|
SELL
|
- |
-17.1K- 10.85% |
$508K - $527K
|
141K
$4.39M
|
|
|
Feb 14, 2025
Q4 2024
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-17.7K- 28.86% |
$527K - $547K
|
43.7K
$1.37M
|
|
|
Feb 03, 2025
Q4 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-19.7K- 5.44% |
$585K - $606K
|
342K
$10.7M
|
|
|
Feb 07, 2025
Q4 2024
|
Tower Wealth Partners, Inc.
Lewisburg, PA |
SELL
|
- |
-23.3K- 6.29% |
$694K - $719K
|
348K
$10.9M
|
|
|
Jan 22, 2025
Q4 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-24.2K- 99.9% |
$720K - $746K
|
25
$781
|
|
|
Jan 30, 2025
Q4 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-24.8K- 4.25% |
$736K - $763K
|
559K
$17.4M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-24.8K- 14.57% |
$737K - $764K
|
145K
$4.54M
|
|
|
Feb 07, 2025
Q4 2024
|
Solitude Financial Services
|
SELL
|
- |
-28.7K- 7.08% |
$854K - $885K
|
377K
$11.8M
|
|
|
Feb 07, 2025
Q4 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-31.4K- 54.84% |
$933K - $967K
|
25.9K
$807K
|
|
|
Jan 23, 2025
Q4 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-39.4K- 18.44% |
$1.17M - $1.21M
|
174K
$5.44M
|
|
|
Jan 27, 2025
Q4 2024
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-42.4K- 81.51% |
$1.26M - $1.31M
|
9.61K
$300K
|
|
|
Jan 22, 2025
Q4 2024
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-46.9K- 69.74% |
$1.39M - $1.44M
|
20.3K
$635K
|
|
|
Jan 15, 2025
Q4 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-50.3K- 55.41% |
$1.5M - $1.55M
|
40.5K
$1.26M
|
|
|
Feb 12, 2025
Q4 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-66.2K- 55.97% |
$1.97M - $2.04M
|
52K
$1.62M
|
|
|
Feb 13, 2025
Q4 2024
|
Concorde Asset Management, LLC
|
SELL
|
- |
-66.9K- 19.07% |
$1.99M - $2.06M
|
284K
$8.87M
|