Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2025
Q4 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
7.84K+ 10.34% |
$235K - $251K
|
83.7K
$2.69M
|
|
|
Jan 29, 2025
Q4 2024
|
Financial Guidance Group, Inc.
|
BUY
|
- |
7.84K+ 10.94% |
$235K - $251K
|
79.5K
$2.56M
|
|
|
Jan 31, 2025
Q4 2024
|
Signature Securities Group Corporation
|
BUY
|
- |
7.64K+ 19.42% |
$230K - $245K
|
47K
$1.51M
|
|
|
Feb 13, 2025
Q4 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
7.62KNew |
$229K - $244K
|
7.62K
$245K
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
7.55K+ 7.69% |
$227K - $242K
|
106K
$3.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Novem Group
Rochester, NY |
BUY
|
- |
7.45KNew |
$224K - $238K
|
7.45K
$240K
|
|
|
Feb 12, 2025
Q4 2024
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
7.28KNew |
$219K - $233K
|
7.28K
$235K
|
|
|
Jan 21, 2025
Q4 2024
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
6.51KNew |
$196K - $208K
|
6.51K
$210K
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
BUY
|
- |
6.51K+ 292.4% |
$195K - $208K
|
8.73K
$281K
|
|
|
Jan 16, 2025
Q4 2024
|
Focus Wealth Advisors, LLC
|
BUY
|
- |
6.41K+ 3.86% |
$193K - $205K
|
172K
$5.55M
|
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
6.1K+ 11.14% |
$183K - $195K
|
60.9K
$1.96M
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
6.04K+ 7.27% |
$181K - $193K
|
89.1K
$2.87M
|
|
|
Feb 14, 2025
Q4 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
5.87K+ 1.64% |
$176K - $188K
|
364K
$11.7M
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
5.73K+ 57.25% |
$172K - $183K
|
15.7K
$506K
|
|
|
Jan 22, 2025
Q4 2024
|
Prism Advisors, Inc.
|
BUY
|
- |
4.15K+ 2.05% |
$125K - $133K
|
207K
$6.67M
|
|
|
Feb 13, 2025
Q4 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
3.05K+ 24.63% |
$91.5K - $97.5K
|
15.4K
$496K
|
|
|
Feb 04, 2025
Q4 2024
|
Kovack Advisors, Inc.
|
BUY
|
- |
2.94K+ 6.72% |
$88.3K - $94.1K
|
46.7K
$1.5M
|
|
|
Jan 23, 2025
Q4 2024
|
Hartford Financial Management Inc.
|
BUY
|
- |
2.56KNew |
$77K - $82.1K
|
2.56K
$82.6K
|
|
|
Jan 21, 2025
Q4 2024
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
2.55K+ 10.07% |
$76.6K - $81.6K
|
27.9K
$898K
|
|
|
Feb 18, 2025
Q4 2024
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
2.5K+ 14.84% |
$75.1K - $80K
|
19.4K
$623K
|
|
|
Jan 21, 2025
Q4 2024
|
Pcg Wealth Advisors, LLC
|
BUY
|
- |
2.31K+ 11.29% |
$69.4K - $73.9K
|
22.8K
$733K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
2.23K+ 9.04% |
$66.9K - $71.3K
|
26.8K
$864K
|
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
2.08K+ 127.61% |
$62.5K - $66.6K
|
3.71K
$119K
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
2.06K+ 24.69% |
$62K - $66K
|
10.4K
$335K
|
|
|
Feb 07, 2025
Q4 2024
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
BUY
|
- |
1.69K+ 7.7% |
$50.9K - $54.2K
|
23.7K
$763K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
1.61K+ 298.89% |
$48.5K - $51.7K
|
2.15K
$69.4K
|
|
|
Feb 10, 2025
Q4 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
1.59K+ 7.54% |
$47.7K - $50.8K
|
22.6K
$729K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
1.58K+ 152.12% |
$47.5K - $50.6K
|
2.62K
$84.4K
|
|
|
Feb 04, 2025
Q4 2024
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
1.42KNew |
$42.7K - $45.5K
|
1.42K
$45.8K
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
1.06K+ 2.13% |
$31.9K - $34K
|
50.9K
$1.64M
|
|
|
Feb 13, 2025
Q4 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
1.04K+ 4.66% |
$31.1K - $33.2K
|
23.3K
$749K
|
|
|
Feb 18, 2025
Q4 2024
|
Stonebridge Financial Planning Group, LLC
|
BUY
|
- |
950+ 13.74% |
$28.5K - $30.4K
|
7.86K
$253K
|
|
|
Jan 10, 2025
Q4 2024
|
Hbw Advisory Services LLC
|
BUY
|
- |
903+ 2.42% |
$27.1K - $28.9K
|
38.2K
$1.23M
|
|
|
Jan 14, 2025
Q4 2024
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
BUY
|
- |
895+ 4.77% |
$26.9K - $28.6K
|
19.7K
$633K
|
|
|
Feb 13, 2025
Q4 2024
|
Concorde Asset Management, LLC
|
BUY
|
- |
757+ 0.84% |
$22.7K - $24.2K
|
91.1K
$2.93M
|
|
|
Feb 10, 2025
Q4 2024
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
389+ 50.52% |
$11.7K - $12.5K
|
1.16K
$37.3K
|
|
|
Feb 14, 2025
Q4 2024
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
BUY
|
- |
365+ 3.06% |
$11K - $11.7K
|
12.3K
$396K
|
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
365+ 3.07% |
$11K - $11.7K
|
12.3K
$395K
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
BUY
|
- |
365New |
$11K - $11.7K
|
365
$11.8K
|
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
286New |
$8.59K - $9.15K
|
286
$9.21K
|
|
|
Jan 24, 2025
Q4 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
133+ 1.22% |
$4K - $4.26K
|
11K
$355K
|
|
|
Jan 22, 2025
Q4 2024
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
3New |
$90.1 - $96
|
3
$96.6
|
|
|
Jan 22, 2025
Q4 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-205- 1.03% |
$6.16K - $6.56K
|
19.6K
$633K
|
|
|
Jan 22, 2025
Q4 2024
|
Prospect Financial Services LLC
Melville, NY |
SELL
|
- |
-250- 3.4% |
$7.51K - $8K
|
7.11K
$229K
|
|
|
Jan 21, 2025
Q4 2024
|
Midwest Financial Group LLC
Overland Park, KS |
SELL
|
- |
-323- 0.52% |
$9.7K - $10.3K
|
62.1K
$2M
|
|
|
Jan 13, 2025
Q4 2024
|
Heritage Wealth Partners, LLC
Dublin, OH |
SELL
|
- |
-370- 4.8% |
$11.1K - $11.8K
|
7.34K
$236K
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-510- 0.63% |
$15.3K - $16.3K
|
80.7K
$2.6M
|
|
|
Feb 04, 2025
Q4 2024
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
SELL
|
- |
-588- 0.59% |
$17.7K - $18.8K
|
98.8K
$3.18M
|
|
|
Feb 12, 2025
Q4 2024
|
Wedbush Securities Inc
|
SELL
|
- |
-773- 4.14% |
$23.2K - $24.7K
|
17.9K
$577K
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-835- 7.49% |
$25.1K - $26.7K
|
10.3K
$332K
|