Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2023
Q3 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
7.28M+ 144.74% |
$178M - $186M
|
12.3M
$374M
|
|
|
Nov 13, 2023
Q3 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
1.7M+ 66.57% |
$41.5M - $43.5M
|
4.25M
$129M
|
|
|
Nov 13, 2023
Q3 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
1.08MNew |
$26.4M - $27.8M
|
1.08M
$32.9M
|
|
|
Oct 17, 2023
Q3 2023
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
886KNew |
$21.6M - $22.7M
|
886K
$26.9M
|
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
715K+ 46.09% |
$17.5M - $18.3M
|
2.27M
$68.8M
|
|
|
Oct 11, 2023
Q3 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
639K+ 80.06% |
$15.6M - $16.4M
|
1.44M
$43.7M
|
|
|
Oct 23, 2023
Q3 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
638K+ 26.89% |
$15.6M - $16.3M
|
3.01M
$91.4M
|
|
|
Nov 14, 2023
Q3 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
510K+ 87.22% |
$12.4M - $13.1M
|
1.1M
$33.3M
|
|
|
Oct 17, 2023
Q3 2023
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
476KNew |
$11.6M - $12.2M
|
476K
$14.5M
|
|
|
Nov 08, 2023
Q3 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
474K+ 42.71% |
$11.6M - $12.1M
|
1.58M
$48.1M
|
|
|
Oct 11, 2023
Q3 2023
|
Cwm, LLC
|
BUY
|
- |
458K+ 56.79% |
$11.2M - $11.7M
|
1.26M
$38.4M
|
|
|
Nov 14, 2023
Q3 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
435K+ 50.95% |
$10.6M - $11.1M
|
1.29M
$39.1M
|
|
|
Nov 14, 2023
Q3 2023
|
Truist Financial Corp
|
BUY
|
- |
367K+ 363.37% |
$8.96M - $9.41M
|
468K
$14.2M
|
|
|
Nov 09, 2023
Q3 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
323K+ 114.05% |
$7.89M - $8.28M
|
607K
$18.4M
|
|
|
Nov 02, 2023
Q3 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
317K+ 186.69% |
$7.75M - $8.13M
|
488K
$14.8M
|
|
|
Nov 06, 2023
Q3 2023
|
Ascension Capital Advisors, Inc.
Houston, TX |
BUY
|
- |
311K+ 756.99% |
$7.59M - $7.97M
|
352K
$10.7M
|
|
|
Oct 24, 2023
Q3 2023
|
Kure Advisory, LLC
Plymouth, MN |
BUY
|
- |
301KNew |
$7.33M - $7.7M
|
301K
$9.13M
|
|
|
Oct 10, 2023
Q3 2023
|
Wealth Alliance Advisory Group, LLC
|
BUY
|
- |
270KNew |
$6.58M - $6.91M
|
270K
$8.19M
|
|
|
Nov 09, 2023
Q3 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
249K+ 22.57% |
$6.09M - $6.39M
|
1.35M
$41.1M
|
|
|
Nov 13, 2023
Q3 2023
|
Prospera Financial Services Inc
|
BUY
|
- |
243K+ 2152.6% |
$5.93M - $6.22M
|
254K
$7.72M
|
|
|
Nov 13, 2023
Q3 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
210K+ 470.7% |
$5.12M - $5.37M
|
254K
$7.72M
|
|
|
Nov 14, 2023
Q3 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
205K+ 278.09% |
$4.99M - $5.24M
|
278K
$8.45M
|
|
|
Nov 15, 2023
Q3 2023
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
191KNew |
$4.65M - $4.89M
|
191K
$5.79M
|
|
|
Nov 03, 2023
Q3 2023
|
Ssi Investment Management LLC
Los Angeles, CA |
BUY
|
- |
184KNew |
$4.5M - $4.72M
|
184K
$5.6M
|
|
|
Nov 01, 2023
Q3 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
163K+ 36.7% |
$3.97M - $4.17M
|
607K
$18.4M
|
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
163KNew |
$3.97M - $4.17M
|
163K
$4.94M
|
|
|
Oct 27, 2023
Q3 2023
|
First Horizon Advisors, Inc.
|
BUY
|
- |
145KNew |
$3.54M - $3.71M
|
145K
$4.4M
|
|
|
Nov 13, 2023
Q3 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
141K+ 189.9% |
$3.44M - $3.61M
|
215K
$6.53M
|
|
|
Nov 14, 2023
Q3 2023
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
- |
140KNew |
$3.42M - $3.59M
|
140K
$4.26M
|
|
|
Oct 17, 2023
Q3 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
137K+ 196.46% |
$3.35M - $3.52M
|
207K
$6.3M
|
|
|
Nov 14, 2023
Q3 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
136KNew |
$3.31M - $3.48M
|
136K
$4.12M
|
|
|
Nov 14, 2023
Q3 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
129K+ 79.22% |
$3.14M - $3.3M
|
292K
$8.85M
|
|
|
Oct 19, 2023
Q3 2023
|
Focus Wealth Advisors, LLC
|
BUY
|
- |
120KNew |
$2.94M - $3.08M
|
120K
$3.65M
|
|
|
Nov 13, 2023
Q3 2023
|
Ifg Advisory, LLC
|
BUY
|
- |
116KNew |
$2.83M - $2.97M
|
116K
$3.52M
|
|
|
Nov 08, 2023
Q3 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
116K+ 20.64% |
$2.83M - $2.97M
|
677K
$20.6M
|
|
|
Oct 24, 2023
Q3 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
109K+ 15.82% |
$2.65M - $2.78M
|
795K
$24.1M
|
|
|
Nov 03, 2023
Q3 2023
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
100KNew |
$2.45M - $2.57M
|
100K
$3.05M
|
|
|
Oct 13, 2023
Q3 2023
|
Psi Advisors, LLC
|
BUY
|
- |
90.4K+ 795.24% |
$2.21M - $2.32M
|
102K
$3.09M
|
|
|
Nov 07, 2023
Q3 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
89.6K+ 67.74% |
$2.19M - $2.29M
|
222K
$6.74M
|
|
|
Nov 13, 2023
Q3 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
87.7K+ 806.96% |
$2.14M - $2.25M
|
98.5K
$2.99M
|
|
|
Oct 10, 2023
Q3 2023
|
First Hawaiian Bank
|
BUY
|
- |
87.6KNew |
$2.14M - $2.25M
|
87.6K
$2.66M
|
|
|
Nov 09, 2023
Q3 2023
|
Concorde Asset Management, LLC
|
BUY
|
- |
81.4K+ 31.18% |
$1.99M - $2.09M
|
343K
$10.4M
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
80.7K+ 11.45% |
$1.97M - $2.07M
|
786K
$23.9M
|
|
|
Nov 01, 2023
Q3 2023
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
79.9KNew |
$1.95M - $2.05M
|
79.9K
$2.43M
|
|
|
Aug 13, 2024
Q3 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
77.1K+ 276.41% |
$1.88M - $1.97M
|
105K
$3.19M
|
|
|
Oct 10, 2023
Q3 2023
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
73.5KNew |
$1.79M - $1.88M
|
73.5K
$2.23M
|
|
|
Nov 07, 2023
Q3 2023
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
72.1K+ 63.8% |
$1.76M - $1.85M
|
185K
$5.62M
|
|
|
Nov 15, 2023
Q3 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
69.8K+ 12.72% |
$1.7M - $1.79M
|
619K
$18.8M
|
|
|
Oct 31, 2023
Q3 2023
|
Money Concepts Capital Corp
|
BUY
|
- |
65K+ 30.51% |
$1.59M - $1.67M
|
278K
$8.44M
|
|
|
Nov 08, 2023
Q3 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
64.4K+ 6.75% |
$1.57M - $1.65M
|
1.02M
$30.9M
|