Purchases and Sales Made in Q1 2023 in First Tr Ex Td Viii Ft Cboe Ve (BUFR)
This table provides information about the institutional ownership of First Tr Ex Td Viii Ft Cboe Ve (BUFR) during Q1 2023. The information is specifically focused on institutions that hold shares of FIRST TR EX-TD VIII FT CBOE VE.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Apr 19, 2023
Q1 2023
|
Simpli Fi, Inc.
|
BUY
|
- |
422KNew |
$9.31M - $9.95M
|
422K
$12.8M
|
|
Apr 28, 2023
Q1 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
407K+ 89.2% |
$8.99M - $9.6M
|
863K
$26.2M
|
|
May 09, 2023
Q1 2023
|
Columbia Advisory Partners LLC
|
BUY
|
- |
398KNew |
$8.78M - $9.38M
|
398K
$12.1M
|
|
May 15, 2023
Q1 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
256K+ 165.14% |
$5.66M - $6.04M
|
411K
$12.5M
|
|
Apr 28, 2023
Q1 2023
|
Cwm, LLC
|
BUY
|
- |
199K+ 91.15% |
$4.4M - $4.7M
|
418K
$12.7M
|
|
May 10, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
163K+ 17.61% |
$3.6M - $3.85M
|
1.09M
$33.1M
|
|
May 02, 2023
Q1 2023
|
Key F Inancial Inc
|
BUY
|
- |
161K+ 230.84% |
$3.56M - $3.8M
|
231K
$7.01M
|
|
Apr 18, 2023
Q1 2023
|
Brookstone Capital Management
|
BUY
|
- |
161K+ 1344.72% |
$3.55M - $3.79M
|
173K
$5.25M
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
157K+ 149.98% |
$3.47M - $3.71M
|
262K
$7.95M
|
|
May 15, 2023
Q1 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
148K+ 12.99% |
$3.27M - $3.49M
|
1.29M
$39.1M
|
|
Aug 22, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
136K+ 14.21% |
$2.99M - $3.2M
|
1.09M
$33.1M
|
|
May 15, 2023
Q1 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
95K+ 36.1% |
$2.1M - $2.24M
|
358K
$10.9M
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
91.1K+ 4.92% |
$2.01M - $2.15M
|
1.94M
$59M
|
|
May 11, 2023
Q1 2023
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
90.6KNew |
$2M - $2.14M
|
90.6K
$2.75M
|
|
May 12, 2023
Q1 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
80.9K+ 16.54% |
$1.79M - $1.91M
|
570K
$17.3M
|
|
May 11, 2023
Q1 2023
|
Stone X Group Inc.
|
BUY
|
- |
80.8KNew |
$1.78M - $1.9M
|
80.8K
$2.45M
|
|
May 16, 2023
Q1 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
76.9KNew |
$1.7M - $1.81M
|
76.9K
$2.33M
|
|
Jun 26, 2023
Q1 2023
|
Triton Wealth Management, Pllc
|
BUY
|
- |
75.1K+ 40.99% |
$1.66M - $1.77M
|
258K
$7.85M
|
|
May 12, 2023
Q1 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
73.9K+ 91.62% |
$1.63M - $1.74M
|
155K
$4.7M
|
|
May 11, 2023
Q1 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
68.2K+ 14.98% |
$1.51M - $1.61M
|
524K
$15.9M
|
|
May 15, 2023
Q1 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
60.2K+ 13.12% |
$1.33M - $1.42M
|
519K
$15.8M
|
|
May 11, 2023
Q1 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
57.9K+ 5.35% |
$1.28M - $1.36M
|
1.14M
$34.6M
|
|
May 05, 2023
Q1 2023
|
Truist Financial Corp
|
BUY
|
- |
50.6KNew |
$1.12M - $1.19M
|
50.6K
$1.54M
|
|
May 12, 2023
Q1 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
48.3K+ 23.25% |
$1.07M - $1.14M
|
256K
$7.77M
|
|
May 09, 2023
Q1 2023
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
47.6K+ 13.04% |
$1.05M - $1.12M
|
413K
$12.5M
|
|
Apr 17, 2023
Q1 2023
|
First Heartland Consultants, Inc.
|
BUY
|
- |
46K+ 80.78% |
$1.02M - $1.09M
|
103K
$3.13M
|
|
May 10, 2023
Q1 2023
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
43.2KNew |
$954K - $1.02M
|
43.2K
$1.31M
|
|
Apr 12, 2023
Q1 2023
|
Lion Street Advisors, LLC
|
BUY
|
- |
41.4KNew |
$915K - $977K
|
41.4K
$1.26M
|
|
May 15, 2023
Q1 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
41.1K+ 9.92% |
$908K - $970K
|
456K
$13.8M
|
|
May 15, 2023
Q1 2023
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
39.9KNew |
$881K - $941K
|
39.9K
$1.21M
|
|
May 12, 2023
Q1 2023
|
Meridian Wealth Management, LLC
|
BUY
|
- |
38.3K+ 24.41% |
$845K - $902K
|
195K
$5.92M
|
|
Aug 30, 2023
Q1 2023
|
Aifg Consultants Ltd.
Halfmoon, NY |
BUY
|
- |
36.7K+ 26.52% |
$809K - $864K
|
175K
$5.31M
|
|
May 15, 2023
Q1 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
36.4K+ 265.36% |
$804K - $858K
|
50.1K
$1.52M
|
|
May 15, 2023
Q1 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
33.2KNew |
$732K - $782K
|
33.2K
$1.01M
|
|
Apr 28, 2023
Q1 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
31.9K+ 144.44% |
$705K - $753K
|
54K
$1.64M
|
|
May 03, 2023
Q1 2023
|
North Rock Partners, LLC
|
BUY
|
- |
31.2K+ 10.16% |
$689K - $736K
|
338K
$10.3M
|
|
May 15, 2023
Q1 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
30.5K+ 92.14% |
$674K - $720K
|
63.7K
$1.93M
|
|
May 08, 2023
Q1 2023
|
L.M. Kohn & Company
|
BUY
|
- |
30.1KNew |
$665K - $710K
|
30.1K
$914K
|
|
Apr 25, 2023
Q1 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
28.7KNew |
$633K - $676K
|
28.7K
$871K
|
|
Apr 10, 2023
Q1 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
27K+ 53.1% |
$596K - $636K
|
77.8K
$2.36M
|
|
May 15, 2023
Q1 2023
|
River Tree Advisors, LLC
Winter Park, FL |
BUY
|
- |
26.8K+ 17.51% |
$592K - $633K
|
180K
$5.47M
|
|
May 11, 2023
Q1 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
26.3K+ 1.04% |
$580K - $619K
|
2.54M
$77.1M
|
|
May 09, 2023
Q1 2023
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
22K+ 465.26% |
$486K - $519K
|
26.7K
$812K
|
|
Apr 14, 2023
Q1 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
20.8K+ 2.52% |
$459K - $490K
|
847K
$25.7M
|
|
May 12, 2023
Q1 2023
|
Old Mission Capital LLC
|
BUY
|
- |
20.7KNew |
$457K - $488K
|
20.7K
$628K
|
|
May 15, 2023
Q1 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
18.4KNew |
$406K - $434K
|
18.4K
$558K
|
|
Apr 19, 2023
Q1 2023
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
16.5KNew |
$365K - $390K
|
16.5K
$502K
|
|
May 11, 2023
Q1 2023
|
Townsquare Capital LLC
|
BUY
|
- |
16.3K+ 3.14% |
$360K - $384K
|
535K
$16.2M
|
|
May 12, 2023
Q1 2023
|
Trail Ridge Investment Advisors, LLC
|
BUY
|
- |
14.4K+ 11.17% |
$318K - $340K
|
143K
$4.36M
|
|
May 15, 2023
Q1 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
14K+ 8.33% |
$309K - $330K
|
182K
$5.52M
|