Purchases and Sales Made in Q4 2024 in First Tr Exc Trd Fd Viii Ft Cb (BUFD)
This table provides information about the institutional ownership of First Tr Exc Trd Fd Viii Ft Cb (BUFD) during Q4 2024. The information is specifically focused on institutions that hold shares of FIRST TR EXC-TRD FD VIII FT CB.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 05, 2025
Q4 2024
|
Maia Wealth LLC
Denver, CO |
SELL
|
- |
-24- 0.02% |
$599 - $618
|
128K
$3.31M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-59- 0.29% |
$1.47K - $1.52K
|
20.4K
$530K
|
|
|
Jan 21, 2025
Q4 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-77- 0.3% |
$1.92K - $1.98K
|
25.8K
$668K
|
|
|
Jan 24, 2025
Q4 2024
|
Financial Strategies Group, Inc.
|
SELL
|
- |
-82- 0.21% |
$2.05K - $2.11K
|
39.2K
$1.02M
|
|
|
Jan 27, 2025
Q4 2024
|
Onyx Bridge Wealth Group LLC
|
SELL
|
- |
-150- 0.98% |
$3.74K - $3.86K
|
15.1K
$392K
|
|
|
Jan 22, 2025
Q4 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-275- 1.26% |
$6.86K - $7.08K
|
21.6K
$561K
|
|
|
Jan 16, 2025
Q4 2024
|
Cambridge Advisors Inc.
|
SELL
|
- |
-500- 2.27% |
$12.5K - $12.9K
|
21.6K
$559K
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-535- 2.06% |
$13.3K - $13.8K
|
25.4K
$659K
|
|
|
Jan 21, 2025
Q4 2024
|
Andina Capital Management, LLC
Lehi, UT |
SELL
|
- |
-674- 4.62% |
$16.8K - $17.3K
|
13.9K
$361K
|
|
|
Jan 29, 2025
Q4 2024
|
Essex Financial Services, Inc.
|
SELL
|
- |
-850- 9.6% |
$21.2K - $21.9K
|
8K
$208K
|
|
|
Jan 21, 2025
Q4 2024
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-1.8K- 5.83% |
$44.8K - $46.2K
|
29K
$753K
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-1.87K- 9.77% |
$46.6K - $48.1K
|
17.3K
$448K
|
|
|
Jan 29, 2025
Q4 2024
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-2.14K- 22.46% |
$53.2K - $55K
|
7.37K
$191K
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-2.52K- 8.77% |
$62.8K - $64.8K
|
26.2K
$679K
|
|
|
Jan 23, 2025
Q4 2024
|
Fsa Advisors, Inc.
Troy, MI |
SELL
|
- |
-4.06K- 13.7% |
$101K - $105K
|
25.6K
$664K
|
|
|
Jan 23, 2025
Q4 2024
|
Milestone Asset Management, LLC
Pittsburgh, PA |
SELL
|
- |
-4.32K- 1.02% |
$108K - $111K
|
421K
$10.9M
|
|
|
Jan 16, 2025
Q4 2024
|
Davies Financial Advisors, Inc.
Murrieta, CA |
SELL
|
- |
-4.64K- 11.48% |
$116K - $119K
|
35.8K
$928K
|
|
|
Jan 30, 2025
Q4 2024
|
L.M. Kohn & Company
|
SELL
|
- |
-4.71K- 13.97% |
$117K - $121K
|
29K
$752K
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-5.07K- 19.44% |
$126K - $131K
|
21K
$545K
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-10.3K- 2.58% |
$257K - $265K
|
388K
$10.1M
|
|
|
Jan 21, 2025
Q4 2024
|
Legacy Financial Group LLC
|
SELL
|
- |
-14.1K- 30.36% |
$351K - $363K
|
32.3K
$838K
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-15.7K- 28.74% |
$392K - $405K
|
39K
$1.01M
|
|
|
Jan 22, 2025
Q4 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-27.7K- 99.9% |
$692K - $714K
|
27
$700
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
SELL
|
- |
-30.8K- 4.45% |
$768K - $792K
|
660K
$17.1M
|
|
|
Jan 27, 2025
Q4 2024
|
Centennial Wealth Advisory LLC
|
SELL
|
- |
-41K- 2.25% |
$1.02M - $1.05M
|
1.78M
$46.2M
|
|
|
Jan 15, 2025
Q4 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-43.7K- 99.96% |
$1.09M - $1.13M
|
19
$493
|
|
|
Jan 24, 2025
Q4 2024
|
Gw Henssler & Associates LTD
|
SELL
|
- |
-45.1K- 1.11% |
$1.12M - $1.16M
|
4.01M
$104M
|
|
|
Jan 30, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-397K- 96.22% |
$9.91M - $10.2M
|
15.6K
$405K
|