Purchases and Sales Made in Q2 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 Q2 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 |
---|---|---|---|---|---|---|---|
Aug 04, 2023
Q2 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
2.27K+ 0.15% |
$52.6K - $56.7K
|
1.55M
$48.2M
|
|
Aug 14, 2023
Q2 2023
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
2.15K+ 5.48% |
$49.8K - $53.7K
|
41.3K
$1.28M
|
|
Aug 08, 2023
Q2 2023
|
L.M. Kohn & Company
|
BUY
|
- |
1.66K+ 5.5% |
$38.5K - $41.5K
|
31.8K
$987K
|
|
Aug 02, 2023
Q2 2023
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
1.37K+ 7.09% |
$31.7K - $34.2K
|
20.6K
$641K
|
|
Jul 17, 2023
Q2 2023
|
Madrona Financial Services, LLC
|
BUY
|
- |
1.13K+ 0.98% |
$26.2K - $28.2K
|
116K
$3.61M
|
|
Jul 13, 2023
Q2 2023
|
Rda Financial Network
|
BUY
|
- |
997+ 1.89% |
$23.2K - $25K
|
53.7K
$1.67M
|
|
Jul 14, 2023
Q2 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
979New |
$22.8K - $24.5K
|
979
$30.4K
|
|
Jul 28, 2023
Q2 2023
|
Private Trust CO Na
|
BUY
|
- |
930+ 83.04% |
$21.6K - $23.3K
|
2.05K
$63.7K
|
|
Aug 14, 2023
Q2 2023
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
700+ 1.75% |
$16.3K - $17.5K
|
40.6K
$1.26M
|
|
Aug 09, 2023
Q2 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
570New |
$13.2K - $14.3K
|
570
$17.7K
|
|
Jul 24, 2023
Q2 2023
|
Alliance Wealth Advisors, LLC
|
BUY
|
- |
568+ 0.91% |
$13.2K - $14.2K
|
63.2K
$1.97M
|
|
Aug 14, 2023
Q2 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
551+ 5.3% |
$12.8K - $13.8K
|
11K
$340K
|
|
Jul 31, 2023
Q2 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
500+ 3.4% |
$11.6K - $12.5K
|
15.2K
$473K
|
|
Jul 28, 2023
Q2 2023
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
415+ 4.71% |
$9.64K - $10.4K
|
9.23K
$287K
|
|
Jul 19, 2023
Q2 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
412New |
$9.57K - $10.3K
|
412
$12.8K
|
|
Aug 11, 2023
Q2 2023
|
Masso Torrence Wealth Management Inc.
|
BUY
|
- |
289+ 2.1% |
$6.72K - $7.24K
|
14K
$436K
|
|
Jul 11, 2023
Q2 2023
|
Ignite Planners, LLC
|
BUY
|
- |
250+ 1.29% |
$5.81K - $6.26K
|
19.6K
$609K
|
|
Aug 07, 2023
Q2 2023
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
155+ 1.16% |
$3.6K - $3.88K
|
13.5K
$418K
|
|
Jul 17, 2023
Q2 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
109New |
$2.53K - $2.73K
|
109
$3.39K
|
|
Jul 20, 2023
Q2 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
97New |
$2.25K - $2.43K
|
97
$3.01K
|
|
Aug 15, 2023
Q2 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
33+ 220.0% |
$767 - $826
|
48
$1.49K
|
|
Aug 01, 2023
Q2 2023
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
5+ 0.0% |
$116 - $125
|
167K
$5.19M
|
|
Aug 14, 2023
Q2 2023
|
Wedbush Securities Inc
|
SELL
|
- |
-194- 0.7% |
$4.51K - $4.86K
|
27.7K
$861K
|
|
Jul 20, 2023
Q2 2023
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-195- 4.84% |
$4.53K - $4.88K
|
3.83K
$119K
|
|
Aug 11, 2023
Q2 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-265- 3.02% |
$6.16K - $6.64K
|
8.51K
$264K
|
|
Jul 14, 2023
Q2 2023
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-323- 1.05% |
$7.51K - $8.09K
|
30.4K
$945K
|
|
Sep 11, 2024
Q2 2023
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-376- 1.6% |
$8.74K - $9.42K
|
23.1K
$717K
|
|
Aug 07, 2023
Q2 2023
|
Ascension Capital Advisors, Inc.
Houston, TX |
SELL
|
- |
-485- 1.17% |
$11.3K - $12.1K
|
41.1K
$1.28M
|
|
Aug 08, 2023
Q2 2023
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-606- 7.79% |
$14.1K - $15.2K
|
7.17K
$223K
|
|
Jul 17, 2023
Q2 2023
|
Simpli Fi, Inc.
|
SELL
|
- |
-653- 0.15% |
$15.2K - $16.4K
|
421K
$13.1M
|
|
Jul 10, 2023
Q2 2023
|
Castle Rock Wealth Management, LLC
|
SELL
|
- |
-700- 7.34% |
$16.3K - $17.5K
|
8.84K
$275K
|
|
Jul 31, 2023
Q2 2023
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-827- 2.34% |
$19.2K - $20.7K
|
34.5K
$1.07M
|
|
Aug 11, 2023
Q2 2023
|
Truadvice, LLC
Sarasota, FL |
SELL
|
- |
-911- 0.55% |
$21.2K - $22.8K
|
163K
$5.08M
|
|
Jul 18, 2023
Q2 2023
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-1.13K- 4.43% |
$26.2K - $28.2K
|
24.3K
$755K
|
|
Aug 11, 2023
Q2 2023
|
Ubs Group Ag
|
SELL
|
- |
-1.35K- 36.27% |
$31.4K - $33.9K
|
2.38K
$73.9K
|
|
Aug 15, 2023
Q2 2023
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-2.6K- 11.44% |
$60.5K - $65.2K
|
20.1K
$626K
|
|
Jul 17, 2023
Q2 2023
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-2.87K- 7.23% |
$66.6K - $71.8K
|
36.8K
$1.14M
|
|
Aug 08, 2023
Q2 2023
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-3.22K- 11.44% |
$74.9K - $80.7K
|
24.9K
$774K
|
|
Jul 11, 2023
Q2 2023
|
Edge Rock Capital LLC
|
SELL
|
- |
-3.23K- 13.35% |
$74.9K - $80.8K
|
20.9K
$651K
|
|
Jul 26, 2023
Q2 2023
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-3.23K- 3.14% |
$75.1K - $80.9K
|
99.8K
$3.1M
|
|
Aug 14, 2023
Q2 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-6.45K- 17.18% |
$150K - $161K
|
31.1K
$965K
|
|
Aug 14, 2023
Q2 2023
|
Stephens Inc
|
SELL
|
- |
-7.04K- 14.91% |
$164K - $176K
|
40.2K
$1.25M
|
|
Oct 18, 2023
Q2 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-8.16K- 26.89% |
$190K - $204K
|
22.2K
$689K
|
|
Aug 11, 2023
Q2 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-8.58K- 87.32% |
$199K - $215K
|
1.25K
$38.7K
|
|
Aug 07, 2023
Q2 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-8.93K- 4.04% |
$208K - $224K
|
212K
$6.58M
|
|
Jul 24, 2023
Q2 2023
|
Sweet Financial Partners, LLC
|
SELL
|
- |
-13.8K- 2.68% |
$320K - $345K
|
499K
$15.5M
|
|
Aug 14, 2023
Q2 2023
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-13.9K- 8.4% |
$323K - $348K
|
151K
$4.7M
|
|
Aug 11, 2023
Q2 2023
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-14.1K- 64.29% |
$329K - $354K
|
7.86K
$244K
|
|
Aug 11, 2023
Q2 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-14.4K- 49.8% |
$335K - $361K
|
14.5K
$451K
|
|
Aug 11, 2023
Q2 2023
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-15.4K- 57.43% |
$357K - $384K
|
11.4K
$354K
|