Latest Institutional Purchases of First Tr Ex Tr Fd Viii Ft Cboe (BUFQ)
This list provides information on the latest institutional transactions involving First Tr Ex Tr Fd Viii Ft Cboe (BUFQ) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Nov 14, 2024
Q3 2024
|
Harvest Investment Services, LLC
|
BUY
|
- |
7.11KNew |
$200K - $216K
|
7.11K
$222K
|
|
Nov 08, 2024
Q3 2024
|
Stonebridge Financial Planning Group, LLC
|
BUY
|
- |
6.91KNew |
$194K - $210K
|
6.91K
$216K
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
6.6K+ 36.6% |
$185K - $201K
|
24.6K
$767K
|
|
Nov 05, 2024
Q3 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
5.22K+ 7.39% |
$147K - $159K
|
75.8K
$2.36M
|
|
Oct 23, 2024
Q3 2024
|
Financial Guidance Group, Inc.
|
BUY
|
- |
5.22K+ 7.86% |
$147K - $159K
|
71.7K
$2.23M
|
|
Nov 15, 2024
Q3 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
4.88K+ 20.46% |
$137K - $148K
|
28.7K
$896K
|
|
Oct 22, 2024
Q3 2024
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
4.88KNew |
$137K - $148K
|
4.88K
$152K
|
|
Nov 13, 2024
Q3 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
4.87K+ 64.87% |
$137K - $148K
|
12.4K
$385K
|
|
Oct 04, 2024
Q3 2024
|
Hbw Advisory Services LLC
|
BUY
|
- |
4.69K+ 14.39% |
$132K - $143K
|
37.3K
$1.16M
|
|
Nov 14, 2024
Q3 2024
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
BUY
|
- |
4.06K+ 22.62% |
$114K - $123K
|
22K
$685K
|
|
Nov 04, 2024
Q3 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
3.97K+ 8.65% |
$111K - $121K
|
49.9K
$1.55M
|
|
Nov 13, 2024
Q3 2024
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
3.5K+ 26.22% |
$98.3K - $106K
|
16.9K
$525K
|
|
Nov 05, 2024
Q3 2024
|
First Heartland Consultants, Inc.
|
BUY
|
- |
3.26K+ 11.38% |
$91.6K - $99.1K
|
31.9K
$995K
|
|
Oct 29, 2024
Q3 2024
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
3.03K+ 2.24% |
$85.1K - $92.1K
|
138K
$4.32M
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
2.88K+ 26.04% |
$80.8K - $87.4K
|
13.9K
$434K
|
|
Nov 08, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
1.63KNew |
$45.8K - $49.6K
|
1.63K
$50.8K
|
|
Nov 14, 2024
Q3 2024
|
Tradition Wealth Management, LLC
|
BUY
|
- |
1.17K+ 4.83% |
$32.9K - $35.6K
|
25.4K
$793K
|
|
Oct 31, 2024
Q3 2024
|
Diligent Investors, LLC
|
BUY
|
- |
1K+ 14.39% |
$28.1K - $30.4K
|
7.95K
$248K
|
|
Oct 24, 2024
Q3 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
859+ 8.35% |
$24.1K - $26.1K
|
11.2K
$348K
|
|
Oct 25, 2024
Q3 2024
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
850+ 8.37% |
$23.9K - $25.8K
|
11K
$343K
|
|
Oct 17, 2024
Q3 2024
|
Accurate Wealth Management, LLC
|
BUY
|
- |
803+ 11.47% |
$22.6K - $24.4K
|
7.81K
$243K
|
|
Nov 12, 2024
Q3 2024
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
770New |
$21.6K - $23.4K
|
770
$24K
|
|
Oct 15, 2024
Q3 2024
|
Pcg Wealth Advisors, LLC
|
BUY
|
- |
714+ 3.62% |
$20.1K - $21.7K
|
20.5K
$638K
|
|
Oct 17, 2024
Q3 2024
|
Midwest Financial Group LLC
Overland Park, KS |
BUY
|
- |
662+ 1.07% |
$18.6K - $20.1K
|
62.5K
$1.95M
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
629+ 153.04% |
$17.7K - $19.1K
|
1.04K
$32.4K
|
|
Oct 08, 2024
Q3 2024
|
Heritage Wealth Partners, LLC
Dublin, OH |
BUY
|
- |
480+ 6.64% |
$13.5K - $14.6K
|
7.71K
$240K
|
|
Nov 13, 2024
Q3 2024
|
Private Trust CO Na
|
BUY
|
- |
444+ 24.93% |
$12.5K - $13.5K
|
2.23K
$69.4K
|
|
Q2 2024 | |||||||
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
BUY
|
- |
9.9K+ 1070.16% |
$270K - $294K
|
10.8K
$337K
|
|
Jul 18, 2024
Q2 2024
|
Brookstone Capital Management
|
BUY
|
- |
7KNew |
$191K - $208K
|
7K
$218K
|
|
Aug 19, 2024
Q2 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
5.06K+ 24.95% |
$138K - $150K
|
25.3K
$789K
|
|
Aug 06, 2024
Q2 2024
|
Chris Bulman Inc
Roseville, CA |
BUY
|
- |
4.73KNew |
$129K - $140K
|
4.73K
$147K
|
|
Aug 06, 2024
Q2 2024
|
Wedbush Securities Inc
|
BUY
|
- |
946+ 5.33% |
$25.8K - $28.1K
|
18.7K
$582K
|
|
Jul 16, 2024
Q2 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
674+ 11.46% |
$18.4K - $20K
|
6.55K
$204K
|
|
Jul 22, 2024
Q2 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
290+ 1.79% |
$7.92K - $8.6K
|
16.5K
$514K
|
|
Aug 09, 2024
Q2 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
272+ 1.31% |
$7.43K - $8.07K
|
21.1K
$656K
|
|
Aug 14, 2024
Q2 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
235New |
$6.42K - $6.97K
|
235
$7.32K
|
|
Q1 2024 | |||||||
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
256KNew |
$6.82M - $7.27M
|
256K
$7.99M
|
|
Apr 24, 2024
Q1 2024
|
Pitti Group Wealth Management, LLC
|
BUY
|
- |
136KNew |
$3.61M - $3.85M
|
136K
$4.23M
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
43.2K+ 138.25% |
$1.15M - $1.23M
|
74.5K
$2.32M
|
|
Aug 13, 2024
Q1 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
19.1K+ 7.57% |
$507K - $541K
|
271K
$8.45M
|
|
Sep 11, 2024
Q1 2024
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
18.5KNew |
$491K - $524K
|
18.5K
$576K
|
|
May 16, 2024
Q1 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
9.54KNew |
$254K - $271K
|
9.54K
$297K
|
|
Apr 30, 2024
Q1 2024
|
Retirement Group, LLC
|
BUY
|
- |
5.55KNew |
$148K - $157K
|
5.55K
$173K
|
|
May 14, 2024
Q1 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
1.3KNew |
$34.6K - $36.9K
|
1.3K
$40.5K
|
|
Apr 23, 2024
Q1 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
540New |
$14.4K - $15.3K
|
540
$16.8K
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
202+ 5.53% |
$5.37K - $5.73K
|
3.85K
$120K
|
|
Q4 2023 | |||||||
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
302K+ 45.83% |
$7.43M - $8.18M
|
960K
$29.9M
|
|
Jan 23, 2024
Q4 2023
|
Beacon Financial Advisory LLC
|
BUY
|
- |
8.72KNew |
$215K - $237K
|
8.72K
$272K
|
|
Jan 08, 2024
Q4 2023
|
Ignite Planners, LLC
|
BUY
|
- |
3K+ 18.18% |
$73.9K - $81.3K
|
19.5K
$608K
|
|
Jan 31, 2024
Q4 2023
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
BUY
|
- |
780+ 2.96% |
$19.2K - $21.1K
|
27.2K
$847K
|