Purchases and Sales Made in Q2 2025 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 2025. 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 |
|---|---|---|---|---|---|---|---|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
577K+ 20.65% |
$15.7M - $18.3M
|
3.37M
$107M
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
BUY
|
- |
128K+ 6.25% |
$3.5M - $4.08M
|
2.18M
$69.3M
|
|
|
Jul 08, 2025
Q2 2025
|
Prism Advisors, Inc.
|
BUY
|
- |
121KNew |
$3.31M - $3.86M
|
121K
$3.86M
|
|
|
Jul 09, 2025
Q2 2025
|
Heritage Wealth Architects, Inc.
Mendota Heights, MN |
BUY
|
- |
117KNew |
$3.18M - $3.7M
|
117K
$3.7M
|
|
|
Jul 09, 2025
Q2 2025
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
87K+ 53.57% |
$2.37M - $2.77M
|
249K
$7.93M
|
|
|
Jul 15, 2025
Q2 2025
|
Maridea Wealth Management LLC
Brooklyn, NY |
BUY
|
- |
46.3K+ 61.44% |
$1.26M - $1.47M
|
122K
$3.87M
|
|
|
Jul 02, 2025
Q2 2025
|
Hbw Advisory Services LLC
|
BUY
|
- |
34.4K+ 9.7% |
$939K - $1.09M
|
389K
$12.4M
|
|
|
Jul 17, 2025
Q2 2025
|
Cooper Financial Group
|
BUY
|
- |
25.7K+ 5.76% |
$702K - $818K
|
472K
$15M
|
|
|
Jul 17, 2025
Q2 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
21KNew |
$572K - $666K
|
21K
$666K
|
|
|
Jul 14, 2025
Q2 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
18.4K+ 26.29% |
$502K - $584K
|
88.3K
$2.81M
|
|
|
Jul 15, 2025
Q2 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
18K+ 46.31% |
$490K - $571K
|
56.8K
$1.8M
|
|
|
Jul 10, 2025
Q2 2025
|
Worth Asset Management, LLC
|
BUY
|
- |
15.7K+ 174.02% |
$429K - $500K
|
24.7K
$787K
|
|
|
Jul 17, 2025
Q2 2025
|
Pmg Wealth Management, Inc.
Hawthorn Woods, IL |
BUY
|
- |
15.2K+ 6.57% |
$415K - $483K
|
247K
$7.84M
|
|
|
Jul 07, 2025
Q2 2025
|
Schulz Wealth, Ltd.
Mansfield, TX |
BUY
|
- |
15K+ 5.03% |
$408K - $476K
|
312K
$9.92M
|
|
|
Jul 09, 2025
Q2 2025
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
14.5K+ 62.26% |
$395K - $461K
|
37.7K
$1.2M
|
|
|
Jul 18, 2025
Q2 2025
|
Madrona Financial Services, LLC
|
BUY
|
- |
12.8K+ 6.57% |
$349K - $407K
|
208K
$6.6M
|
|
|
Jul 18, 2025
Q2 2025
|
Trilogy Capital Inc.
|
BUY
|
- |
11.8K+ 20.83% |
$322K - $375K
|
68.4K
$2.17M
|
|
|
Jul 03, 2025
Q2 2025
|
True Wealth Advisors, LLC
|
BUY
|
- |
11.3K+ 38.23% |
$307K - $358K
|
40.7K
$1.29M
|
|
|
Jul 16, 2025
Q2 2025
|
Novem Group
Rochester, NY |
BUY
|
- |
11.2K+ 29.24% |
$305K - $356K
|
49.5K
$1.57M
|
|
|
Jul 17, 2025
Q2 2025
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
8.67K+ 5.99% |
$237K - $276K
|
153K
$4.87M
|
|
|
Jul 15, 2025
Q2 2025
|
Traction Financial Partners, LLC
Littleton, CO |
BUY
|
- |
6.48KNew |
$177K - $206K
|
6.48K
$206K
|
|
|
Jul 17, 2025
Q2 2025
|
Hcr Wealth Advisors
Los Angeles, CA |
BUY
|
- |
6.34KNew |
$173K - $202K
|
6.34K
$202K
|
|
|
Jul 16, 2025
Q2 2025
|
Independent Wealth Network Inc.
|
BUY
|
- |
3.9K+ 7.35% |
$107K - $124K
|
57K
$1.81M
|
|
|
Jul 16, 2025
Q2 2025
|
Cambridge Advisors Inc.
|
BUY
|
- |
3.67K+ 2.57% |
$100K - $117K
|
147K
$4.66M
|
|
|
Jul 16, 2025
Q2 2025
|
Essex Financial Services, Inc.
|
BUY
|
- |
2.39K+ 7.11% |
$65.1K - $75.8K
|
35.9K
$1.14M
|
|
|
Jul 16, 2025
Q2 2025
|
Michels Family Financial, LLC
Fort Worth, TX |
BUY
|
- |
2.38K+ 17.17% |
$64.8K - $75.5K
|
16.2K
$515K
|
|
|
Jul 09, 2025
Q2 2025
|
Focus Wealth Advisors, LLC
|
BUY
|
- |
1.07K+ 0.61% |
$29.2K - $34.1K
|
176K
$5.61M
|
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
1K+ 3.56% |
$27.3K - $31.8K
|
29.1K
$925K
|
|
|
Jul 07, 2025
Q2 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
467New |
$12.7K - $14.9K
|
467
$14.8K
|
|
|
Jul 14, 2025
Q2 2025
|
Masso Torrence Wealth Management Inc.
|
BUY
|
- |
440+ 6.37% |
$12K - $14K
|
7.35K
$234K
|
|
|
Jul 10, 2025
Q2 2025
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
430+ 1.05% |
$11.7K - $13.7K
|
41.6K
$1.32M
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
351+ 22.85% |
$9.58K - $11.2K
|
1.89K
$60K
|
|
|
Jul 17, 2025
Q2 2025
|
Wolff Wiese Magana LLC
|
BUY
|
- |
305+ 12.78% |
$8.33K - $9.7K
|
2.69K
$85.6K
|
|
|
Jul 15, 2025
Q2 2025
|
Lvz, Inc.
|
BUY
|
- |
253+ 1.05% |
$6.91K - $8.05K
|
24.3K
$771K
|
|
|
Jul 15, 2025
Q2 2025
|
Axis Wealth Partners, LLC
East Providence, RI |
BUY
|
- |
221+ 1.14% |
$6.03K - $7.03K
|
19.6K
$622K
|
|
|
Jul 16, 2025
Q2 2025
|
Falcon Wealth Planning
|
BUY
|
- |
200+ 0.24% |
$5.46K - $6.36K
|
82.8K
$2.63M
|
|
|
Jul 15, 2025
Q2 2025
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
143+ 0.81% |
$3.9K - $4.55K
|
17.9K
$568K
|
|
|
Jul 09, 2025
Q2 2025
|
Gsg Advisors LLC
Mount Laurel, NJ |
BUY
|
- |
64+ 0.54% |
$1.75K - $2.04K
|
11.9K
$378K
|
|
|
Jul 15, 2025
Q2 2025
|
Pitti Group Wealth Management, LLC
|
BUY
|
- |
34+ 0.44% |
$928 - $1.08K
|
7.7K
$245K
|
|
|
Jul 15, 2025
Q2 2025
|
Accurate Wealth Management, LLC
|
BUY
|
- |
32+ 0.37% |
$874 - $1.02K
|
8.74K
$278K
|
|
|
Jul 14, 2025
Q2 2025
|
Lighthouse Wealth Management Inc.
Ashland, OH |
BUY
|
- |
30+ 0.11% |
$819 - $954
|
28.3K
$900K
|
|
|
Jul 16, 2025
Q2 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-57- 0.61% |
$1.56K - $1.81K
|
9.29K
$295K
|
|
|
Jul 08, 2025
Q2 2025
|
Adamsbrown Wealth Consultants LLC
|
SELL
|
- |
-92- 0.52% |
$2.51K - $2.93K
|
17.8K
$565K
|
|
|
Jul 18, 2025
Q2 2025
|
Philip James Wealth Mangement, LLC
Milton, GA |
SELL
|
- |
-156- 1.26% |
$4.26K - $4.96K
|
12.2K
$387K
|
|
|
Jul 15, 2025
Q2 2025
|
Santori & Peters, Inc.
|
SELL
|
- |
-296- 0.95% |
$8.08K - $9.41K
|
30.7K
$977K
|
|
|
Jul 17, 2025
Q2 2025
|
Sound Income Strategies, LLC
|
SELL
|
- |
-448- 32.77% |
$12.2K - $14.2K
|
919
$29.2K
|
|
|
Jul 17, 2025
Q2 2025
|
Alliance Wealth Advisors, LLC
|
SELL
|
- |
-1.41K- 5.2% |
$38.6K - $45K
|
25.8K
$819K
|
|
|
Jul 11, 2025
Q2 2025
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-1.47K- 16.71% |
$40.2K - $46.8K
|
7.33K
$233K
|
|
|
Jul 09, 2025
Q2 2025
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-2.06K- 7.0% |
$56.2K - $65.5K
|
27.4K
$870K
|
|
|
Jul 15, 2025
Q2 2025
|
Fifth Third Bancorp
|
SELL
|
- |
-2.07K- 76.7% |
$56.5K - $65.9K
|
629
$20K
|