Purchases and Sales Made in Q2 2024 in First Tr Ex Tr Fd Viii Ft Cboe (BUFQ)
This table provides information about the institutional ownership of First Tr Ex Tr Fd Viii Ft Cboe (BUFQ) during Q2 2024. The information is specifically focused on institutions that hold shares of FIRST TR EX TR FD VIII FT CBOE.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Jul 10, 2024
Q2 2024
|
Prism Advisors, Inc.
|
BUY
|
- |
160KNew |
$4.38M - $4.76M
|
160K
$4.74M
|
|
Jul 05, 2024
Q2 2024
|
Hbw Advisory Services LLC
|
BUY
|
- |
32.6KNew |
$890K - $968K
|
32.6K
$964K
|
|
Jul 15, 2024
Q2 2024
|
Pcg Wealth Advisors, LLC
|
BUY
|
- |
19.8KNew |
$539K - $586K
|
19.8K
$584K
|
|
Jul 16, 2024
Q2 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
18K+ 87.95% |
$491K - $533K
|
38.4K
$1.14M
|
|
Jul 16, 2024
Q2 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
11KNew |
$301K - $328K
|
11K
$326K
|
|
Jul 12, 2024
Q2 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
10.3KNew |
$281K - $305K
|
10.3K
$304K
|
|
Jul 16, 2024
Q2 2024
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
10.2KNew |
$277K - $301K
|
10.2K
$300K
|
|
Jul 09, 2024
Q2 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
9.12K+ 81.9% |
$249K - $271K
|
20.3K
$599K
|
|
Jul 05, 2024
Q2 2024
|
Heritage Wealth Partners, LLC
Dublin, OH |
BUY
|
- |
7.23KNew |
$197K - $214K
|
7.23K
$214K
|
|
Jul 17, 2024
Q2 2024
|
Accurate Wealth Management, LLC
|
BUY
|
- |
7KNew |
$191K - $208K
|
7K
$207K
|
|
Jul 18, 2024
Q2 2024
|
Brookstone Capital Management
|
BUY
|
- |
7KNew |
$191K - $208K
|
7K
$207K
|
|
Jul 15, 2024
Q2 2024
|
Diligent Investors, LLC
|
BUY
|
- |
6.95KNew |
$190K - $206K
|
6.95K
$205K
|
|
Jul 16, 2024
Q2 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
2.64K+ 13.95% |
$72K - $78.3K
|
21.6K
$637K
|
|
Jul 16, 2024
Q2 2024
|
Midwest Financial Group LLC
Overland Park, KS |
BUY
|
- |
2.31K+ 3.88% |
$63K - $68.4K
|
61.8K
$1.83M
|
|
Jul 16, 2024
Q2 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
674+ 11.46% |
$18.4K - $20K
|
6.55K
$194K
|
|
Jul 11, 2024
Q2 2024
|
Worth Asset Management, LLC
|
SELL
|
- |
-440- 5.46% |
$12K - $13.1K
|
7.63K
$225K
|
|
Jul 17, 2024
Q2 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-591- 2.78% |
$16.1K - $17.5K
|
20.7K
$612K
|
|
Jul 18, 2024
Q2 2024
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-4.77K- 3.4% |
$130K - $141K
|
135K
$4M
|
|
Jul 12, 2024
Q2 2024
|
Capital Cs Group, LLC
|
SELL
|
- |
-20.1K- 15.99% |
$549K - $597K
|
106K
$3.12M
|
|
Jul 17, 2024
Q2 2024
|
Good Life Advisors, LLC
|
SELL
|
- |
-149K- 19.28% |
$4.06M - $4.42M
|
623K
$18.4M
|