Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2024
Q3 2024
|
Harvest Investment Services, LLC
|
BUY
|
- |
7.11KNew |
$200K - $216K
|
7.11K
$226K
|
|
|
Nov 08, 2024
Q3 2024
|
Stonebridge Financial Planning Group, LLC
|
BUY
|
- |
6.91KNew |
$194K - $210K
|
6.91K
$220K
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
6.6K+ 36.6% |
$185K - $201K
|
24.6K
$783K
|
|
|
Nov 05, 2024
Q3 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
5.22K+ 7.39% |
$147K - $159K
|
75.8K
$2.41M
|
|
|
Oct 23, 2024
Q3 2024
|
Financial Guidance Group, Inc.
|
BUY
|
- |
5.22K+ 7.86% |
$147K - $159K
|
71.7K
$2.28M
|
|
|
Nov 15, 2024
Q3 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
4.88K+ 20.46% |
$137K - $148K
|
28.7K
$914K
|
|
|
Oct 22, 2024
Q3 2024
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
4.88KNew |
$137K - $148K
|
4.88K
$155K
|
|
|
Nov 13, 2024
Q3 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
4.87K+ 64.87% |
$137K - $148K
|
12.4K
$393K
|
|
|
Oct 04, 2024
Q3 2024
|
Hbw Advisory Services LLC
|
BUY
|
- |
4.69K+ 14.39% |
$132K - $143K
|
37.3K
$1.19M
|
|
|
Nov 14, 2024
Q3 2024
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
BUY
|
- |
4.06K+ 22.62% |
$114K - $123K
|
22K
$700K
|
|
|
Nov 04, 2024
Q3 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
3.97K+ 8.65% |
$111K - $121K
|
49.9K
$1.59M
|
|
|
Nov 13, 2024
Q3 2024
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
3.5K+ 26.22% |
$98.3K - $106K
|
16.9K
$536K
|
|
|
Nov 05, 2024
Q3 2024
|
First Heartland Consultants, Inc.
|
BUY
|
- |
3.26K+ 11.38% |
$91.6K - $99.1K
|
31.9K
$1.02M
|
|
|
Oct 29, 2024
Q3 2024
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
3.03K+ 2.24% |
$85.1K - $92.1K
|
138K
$4.4M
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
2.88K+ 26.04% |
$80.8K - $87.4K
|
13.9K
$443K
|
|
|
Dec 09, 2024
Q3 2024
|
Copley Financial Group, Inc.
San Diego, CA |
BUY
|
- |
1.95KNew |
$54.6K - $59.1K
|
1.95K
$61.9K
|
|
|
Nov 08, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
1.63KNew |
$45.8K - $49.6K
|
1.63K
$51.9K
|
|
|
Nov 14, 2024
Q3 2024
|
Tradition Wealth Management, LLC
|
BUY
|
- |
1.17K+ 4.83% |
$32.9K - $35.6K
|
25.4K
$809K
|
|
|
Oct 31, 2024
Q3 2024
|
Diligent Investors, LLC
|
BUY
|
- |
1K+ 14.39% |
$28.1K - $30.4K
|
7.95K
$253K
|
|
|
Oct 24, 2024
Q3 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
859+ 8.35% |
$24.1K - $26.1K
|
11.2K
$355K
|
|
|
Oct 25, 2024
Q3 2024
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
850+ 8.37% |
$23.9K - $25.8K
|
11K
$350K
|
|
|
Oct 17, 2024
Q3 2024
|
Accurate Wealth Management, LLC
|
BUY
|
- |
803+ 11.47% |
$22.6K - $24.4K
|
7.81K
$248K
|
|
|
Nov 12, 2024
Q3 2024
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
770New |
$21.6K - $23.4K
|
770
$24.5K
|
|
|
Oct 15, 2024
Q3 2024
|
Pcg Wealth Advisors, LLC
|
BUY
|
- |
714+ 3.62% |
$20.1K - $21.7K
|
20.5K
$651K
|
|
|
Oct 17, 2024
Q3 2024
|
Midwest Financial Group LLC
Overland Park, KS |
BUY
|
- |
662+ 1.07% |
$18.6K - $20.1K
|
62.5K
$1.99M
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
629+ 153.04% |
$17.7K - $19.1K
|
1.04K
$33.1K
|
|
|
Oct 08, 2024
Q3 2024
|
Heritage Wealth Partners, LLC
Dublin, OH |
BUY
|
- |
480+ 6.64% |
$13.5K - $14.6K
|
7.71K
$245K
|
|
|
Nov 13, 2024
Q3 2024
|
Private Trust CO Na
|
BUY
|
- |
444+ 24.93% |
$12.5K - $13.5K
|
2.23K
$70.8K
|
|
|
Nov 08, 2024
Q3 2024
|
Private Portfolio Partners LLC
|
SELL
|
- |
-200- 2.21% |
$5.62K - $6.08K
|
8.86K
$282K
|
|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-217- 0.06% |
$6.1K - $6.6K
|
358K
$11.4M
|
|
|
Oct 21, 2024
Q3 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-400- 1.98% |
$11.2K - $12.2K
|
19.9K
$631K
|
|
|
Nov 12, 2024
Q3 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-440- 1.45% |
$12.4K - $13.4K
|
29.9K
$953K
|
|
|
Oct 24, 2024
Q3 2024
|
Arkadios Wealth Advisors
|
SELL
|
- |
-967- 3.36% |
$27.2K - $29.4K
|
27.8K
$885K
|
|
|
Oct 10, 2024
Q3 2024
|
Focus Wealth Advisors, LLC
|
SELL
|
- |
-1.44K- 0.86% |
$40.6K - $43.9K
|
166K
$5.28M
|
|
|
Oct 24, 2024
Q3 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
SELL
|
- |
-3.24K- 7.99% |
$91.1K - $98.6K
|
37.3K
$1.19M
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-5.54K- 5.34% |
$155K - $168K
|
98.1K
$3.12M
|
|
|
Nov 12, 2024
Q3 2024
|
Concorde Asset Management, LLC
|
SELL
|
- |
-6.12K- 6.35% |
$172K - $186K
|
90.3K
$2.87M
|
|
|
Dec 13, 2024
Q3 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-8.15K- 32.19% |
$229K - $248K
|
17.2K
$546K
|
|
|
Nov 13, 2024
Q3 2024
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-9.66K- 30.3% |
$271K - $294K
|
22.2K
$707K
|
|
|
Oct 11, 2024
Q3 2024
|
Vital Stone Financial, LLC
Shavano Park, TX |
SELL
|
- |
-9.72K- 25.75% |
$273K - $296K
|
28K
$892K
|
|
|
Nov 13, 2024
Q3 2024
|
Truist Financial Corp
|
SELL
|
- |
-9.75K- 10.29% |
$274K - $296K
|
85K
$2.7M
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-13.7K- 4.73% |
$386K - $418K
|
277K
$8.81M
|
|
|
Oct 22, 2024
Q3 2024
|
River Tree Advisors, LLC
Winter Park, FL |
SELL
|
- |
-26.9K- 9.2% |
$754K - $816K
|
265K
$8.43M
|
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-57K- 63.52% |
$1.6M - $1.73M
|
32.7K
$1.04M
|
|
|
Oct 28, 2024
Q3 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-61K- 16.35% |
$1.71M - $1.86M
|
312K
$9.93M
|
|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-63.8K- 35.92% |
$1.79M - $1.94M
|
114K
$3.62M
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-66.7K- 18.43% |
$1.87M - $2.03M
|
295K
$9.38M
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-985K- 87.94% |
$27.7M - $30M
|
135K
$4.3M
|