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 01, 2023
Q2 2023
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
SELL
|
- |
-15.6K- 13.46% |
$361K - $389K
|
100K
$3.11M
|
|
|
Jul 17, 2023
Q2 2023
|
F Dx Advisors, Inc.
|
SELL
|
- |
-20.1K- 4.14% |
$466K - $502K
|
464K
$14.4M
|
|
|
Aug 14, 2023
Q2 2023
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-21.6K- 81.77% |
$502K - $541K
|
4.82K
$150K
|
|
|
Aug 14, 2023
Q2 2023
|
Trail Ridge Investment Advisors, LLC
|
SELL
|
- |
-29.9K- 20.82% |
$694K - $748K
|
114K
$3.53M
|
|
|
Aug 04, 2023
Q2 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-31.8K- 54.14% |
$738K - $795K
|
26.9K
$836K
|
|
|
Jul 10, 2023
Q2 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-48.5K- 5.73% |
$1.13M - $1.21M
|
798K
$24.8M
|
|
|
Aug 02, 2023
Q2 2023
|
North Rock Partners, LLC
|
SELL
|
- |
-69.9K- 20.66% |
$1.62M - $1.75M
|
268K
$8.34M
|
|
|
Aug 11, 2023
Q2 2023
|
Private Advisory Group LLC
Redmond, WA |
SELL
|
- |
-76.7K- 57.04% |
$1.78M - $1.92M
|
57.8K
$1.8M
|
|
|
Aug 15, 2023
Q2 2023
|
Centaurus Financial, Inc.
|
SELL
|
- |
-78.2K- 27.68% |
$1.82M - $1.96M
|
204K
$6.34M
|
|
|
Aug 30, 2023
Q2 2023
|
Aifg Consultants Ltd.
Halfmoon, NY |
SELL
|
- |
-96.4K- 55.1% |
$2.24M - $2.41M
|
78.5K
$2.44M
|
|
|
Aug 10, 2023
Q2 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-169K- 6.65% |
$3.92M - $4.23M
|
2.37M
$73.7M
|
|
|
Jul 31, 2023
Q2 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-208K- 31.87% |
$4.82M - $5.2M
|
444K
$13.8M
|
|
|
Jul 25, 2023
Q2 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-217K- 82.99% |
$5.05M - $5.44M
|
44.6K
$1.38M
|
|
|
Jul 25, 2023
Q2 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
SELL
|
- |
-416K- 99.29% |
$9.66M - $10.4M
|
2.96K
$91.9K
|
|
|
Jan 15, 2025
Q2 2023
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
SELL
|
- |
-593K- 60.72% |
$13.8M - $14.8M
|
384K
$11.9M
|