Purchases and Sales Made in Q1 2024 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 2024. 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 |
|---|---|---|---|---|---|---|---|
|
May 07, 2024
Q1 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
119K+ 53.74% |
$3.13M - $3.33M
|
341K
$10.6M
|
|
|
May 15, 2024
Q1 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
119K+ 10.65% |
$3.12M - $3.32M
|
1.23M
$38.5M
|
|
|
May 06, 2024
Q1 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
116K+ 83.13% |
$3.05M - $3.24M
|
256K
$7.98M
|
|
|
Apr 12, 2024
Q1 2024
|
Ignite Planners, LLC
|
BUY
|
- |
107K+ 189.64% |
$2.81M - $2.99M
|
163K
$5.1M
|
|
|
May 15, 2024
Q1 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
99.8KNew |
$2.62M - $2.79M
|
99.8K
$3.12M
|
|
|
May 14, 2024
Q1 2024
|
Old Mission Capital LLC
|
BUY
|
- |
99.1KNew |
$2.61M - $2.77M
|
99.1K
$3.09M
|
|
|
Apr 23, 2024
Q1 2024
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
98K+ 82.54% |
$2.58M - $2.74M
|
217K
$6.77M
|
|
|
May 01, 2024
Q1 2024
|
Stone X Group Inc.
|
BUY
|
- |
97.7K+ 18.68% |
$2.57M - $2.73M
|
621K
$19.4M
|
|
|
Apr 25, 2024
Q1 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
94.6K+ 237.55% |
$2.49M - $2.65M
|
134K
$4.2M
|
|
|
Apr 29, 2024
Q1 2024
|
Valtinson Bruner Financial Planning LLC
|
BUY
|
- |
92.2K+ 49.09% |
$2.43M - $2.58M
|
280K
$8.74M
|
|
|
Apr 22, 2024
Q1 2024
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
90.4K+ 12.4% |
$2.38M - $2.53M
|
819K
$25.6M
|
|
|
May 02, 2024
Q1 2024
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
84.3KNew |
$2.22M - $2.36M
|
84.3K
$2.63M
|
|
|
Apr 15, 2024
Q1 2024
|
Brookstone Capital Management
|
BUY
|
- |
83.2K+ 23.43% |
$2.19M - $2.33M
|
438K
$13.7M
|
|
|
May 15, 2024
Q1 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
82K+ 4.88% |
$2.16M - $2.29M
|
1.76M
$55M
|
|
|
May 10, 2024
Q1 2024
|
Jacobi Capital Management LLC
|
BUY
|
- |
81.5K+ 372.22% |
$2.14M - $2.28M
|
103K
$3.23M
|
|
|
Apr 11, 2024
Q1 2024
|
Capital Cs Group, LLC
|
BUY
|
- |
80.8K+ 88.89% |
$2.12M - $2.26M
|
172K
$5.36M
|
|
|
Apr 15, 2024
Q1 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
80.7K+ 93.88% |
$2.12M - $2.26M
|
167K
$5.2M
|
|
|
Apr 12, 2024
Q1 2024
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
73.4KNew |
$1.93M - $2.05M
|
73.4K
$2.29M
|
|
|
Apr 23, 2024
Q1 2024
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
71.2KNew |
$1.87M - $1.99M
|
71.2K
$2.22M
|
|
|
Apr 25, 2024
Q1 2024
|
Triton Wealth Management, Pllc
|
BUY
|
- |
69.3K+ 29.9% |
$1.82M - $1.94M
|
301K
$9.39M
|
|
|
May 14, 2024
Q1 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
61K+ 27.81% |
$1.6M - $1.71M
|
280K
$8.75M
|
|
|
May 07, 2024
Q1 2024
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
BUY
|
- |
60.2K+ 23.69% |
$1.58M - $1.68M
|
315K
$9.82M
|
|
|
May 02, 2024
Q1 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
59.1K+ 158.03% |
$1.55M - $1.65M
|
96.4K
$3.01M
|
|
|
Apr 25, 2024
Q1 2024
|
L.M. Kohn & Company
|
BUY
|
- |
58.4K+ 108.93% |
$1.54M - $1.63M
|
112K
$3.5M
|
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
54K+ 62.23% |
$1.42M - $1.51M
|
141K
$4.4M
|
|
|
May 10, 2024
Q1 2024
|
Encompass More Asset Management
Danville, CA |
BUY
|
- |
51.3K+ 35.58% |
$1.35M - $1.44M
|
196K
$6.11M
|
|
|
May 14, 2024
Q1 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
49.4K+ 27.01% |
$1.3M - $1.38M
|
232K
$7.25M
|
|
|
May 08, 2024
Q1 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
47.1K+ 16.54% |
$1.24M - $1.32M
|
332K
$10.4M
|
|
|
Apr 22, 2024
Q1 2024
|
Rovin Capital
|
BUY
|
- |
45.1K+ 189.13% |
$1.18M - $1.26M
|
68.9K
$2.15M
|
|
|
May 14, 2024
Q1 2024
|
Centaurus Financial, Inc.
|
BUY
|
- |
43.6K+ 18.86% |
$1.15M - $1.22M
|
275K
$8.57M
|
|
|
May 14, 2024
Q1 2024
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
43.4K+ 77.51% |
$1.14M - $1.21M
|
99.4K
$3.1M
|
|
|
May 06, 2024
Q1 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
41.5K+ 19.08% |
$1.09M - $1.16M
|
259K
$8.08M
|
|
|
Jan 15, 2025
Q1 2024
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
BUY
|
- |
38.6K+ 6.73% |
$1.02M - $1.08M
|
613K
$19.1M
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
37.7K+ 26.69% |
$992K - $1.05M
|
179K
$5.59M
|
|
|
May 03, 2024
Q1 2024
|
Icapital Wealth LLC
Walnut Creek, CA |
BUY
|
- |
37KNew |
$973K - $1.03M
|
37K
$1.16M
|
|
|
Apr 12, 2024
Q1 2024
|
Navalign, LLC
|
BUY
|
- |
34.7K+ 52.76% |
$914K - $972K
|
101K
$3.14M
|
|
|
May 14, 2024
Q1 2024
|
Edge Capital Group, LLC
|
BUY
|
- |
33.7K+ 37.11% |
$887K - $943K
|
125K
$3.89M
|
|
|
May 08, 2024
Q1 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
33.1KNew |
$872K - $927K
|
33.1K
$1.03M
|
|
|
May 10, 2024
Q1 2024
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
33.1K+ 6.51% |
$871K - $926K
|
542K
$16.9M
|
|
|
Jun 27, 2024
Q1 2024
|
Hfg Wealth Management, LLC
The Woodlands, TX |
BUY
|
- |
32.8K+ 17.46% |
$863K - $917K
|
221K
$6.89M
|
|
|
May 03, 2024
Q1 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
32.5K+ 61.13% |
$855K - $909K
|
85.7K
$2.67M
|
|
|
May 01, 2024
Q1 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
31.9K+ 1.85% |
$839K - $892K
|
1.75M
$54.7M
|
|
|
May 08, 2024
Q1 2024
|
Keystone Financial Group
|
BUY
|
- |
30.9KNew |
$812K - $864K
|
30.9K
$964K
|
|
|
May 20, 2024
Q1 2024
|
Independent Wealth Network Inc.
|
BUY
|
- |
29.3KNew |
$772K - $820K
|
29.3K
$916K
|
|
|
Apr 29, 2024
Q1 2024
|
Ergawealth Advisors, Inc.
Oak Brook, IL |
BUY
|
- |
28.5KNew |
$750K - $798K
|
28.5K
$891K
|
|
|
May 14, 2024
Q1 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
28.2K+ 59.83% |
$742K - $789K
|
75.3K
$2.35M
|
|
|
Jun 11, 2024
Q1 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
27.9KNew |
$733K - $780K
|
27.9K
$871K
|
|
|
Apr 16, 2024
Q1 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
27.9K+ 41.14% |
$733K - $780K
|
95.7K
$2.99M
|
|
|
Apr 09, 2024
Q1 2024
|
Ewg Elevate Inc.
|
BUY
|
- |
27.8KNew |
$730K - $776K
|
27.8K
$867K
|
|
|
Apr 11, 2024
Q1 2024
|
Focus Wealth Advisors, LLC
|
BUY
|
- |
26.9K+ 19.58% |
$708K - $753K
|
164K
$5.13M
|