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 14, 2023
Q3 2023
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
79+ 0.19% |
$1.93K - $2.02K
|
41.4K
$1.26M
|
|
|
Oct 30, 2023
Q3 2023
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
15+ 0.21% |
$366 - $384
|
7.18K
$219K
|
|
|
Oct 12, 2023
Q3 2023
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
BUY
|
- |
10New |
$244 - $256
|
10
$304
|
|
|
Oct 17, 2023
Q3 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
2+ 0.49% |
$48.8 - $51.2
|
414
$12.6K
|
|
|
Oct 26, 2023
Q3 2023
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-5- 0.06% |
$122 - $128
|
8.4K
$256K
|
|
|
Nov 13, 2023
Q3 2023
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-39- 0.5% |
$952 - $999
|
7.82K
$238K
|
|
|
Nov 13, 2023
Q3 2023
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-81- 0.4% |
$1.98K - $2.08K
|
20.1K
$611K
|
|
|
Oct 10, 2023
Q3 2023
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-175- 1.9% |
$4.27K - $4.48K
|
9.06K
$276K
|
|
|
Nov 15, 2023
Q3 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-373- 3.41% |
$9.1K - $9.56K
|
10.6K
$322K
|
|
|
Oct 18, 2023
Q3 2023
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-800- 8.64% |
$19.5K - $20.5K
|
8.46K
$257K
|
|
|
Nov 09, 2023
Q3 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-850- 3.81% |
$20.7K - $21.8K
|
21.5K
$653K
|
|
|
Oct 18, 2023
Q3 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-1.01K- 4.53% |
$24.5K - $25.8K
|
21.2K
$645K
|
|
|
Oct 18, 2023
Q3 2023
|
Rda Financial Network
|
SELL
|
- |
-1.26K- 2.35% |
$30.8K - $32.3K
|
52.5K
$1.6M
|
|
|
Oct 27, 2023
Q3 2023
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-1.71K- 12.67% |
$41.6K - $43.7K
|
11.8K
$358K
|
|
|
Nov 15, 2023
Q3 2023
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-1.82K- 47.57% |
$44.5K - $46.7K
|
2.01K
$61.1K
|
|
|
Nov 14, 2023
Q3 2023
|
Stephens Inc
|
SELL
|
- |
-1.91K- 4.75% |
$46.5K - $48.9K
|
38.3K
$1.16M
|
|
|
Oct 18, 2023
Q3 2023
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
SELL
|
- |
-2.4K- 10.83% |
$58.6K - $61.5K
|
19.8K
$602K
|
|
|
Nov 14, 2023
Q3 2023
|
Harvest Investment Services, LLC
|
SELL
|
- |
-2.97K- 16.97% |
$72.4K - $76K
|
14.5K
$442K
|
|
|
Sep 11, 2024
Q3 2023
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-2.99K- 12.95% |
$72.9K - $76.6K
|
20.1K
$611K
|
|
|
Nov 14, 2023
Q3 2023
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-4.38K- 4.01% |
$107K - $112K
|
105K
$3.19M
|
|
|
Nov 13, 2023
Q3 2023
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-4.63K- 0.4% |
$113K - $119K
|
1.14M
$34.8M
|
|
|
Oct 10, 2023
Q3 2023
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-5.1K- 20.48% |
$125K - $131K
|
19.8K
$603K
|
|
|
Nov 07, 2023
Q3 2023
|
Masso Torrence Wealth Management Inc.
|
SELL
|
- |
-5.64K- 40.17% |
$138K - $144K
|
8.4K
$256K
|
|
|
Nov 13, 2023
Q3 2023
|
Tfb Advisors LLC
Overland Park, KS |
SELL
|
- |
-5.94K- 6.42% |
$145K - $152K
|
86.5K
$2.63M
|
|
|
Nov 08, 2023
Q3 2023
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-10.6K- 92.84% |
$258K - $271K
|
815
$24.8K
|
|
|
Nov 06, 2023
Q3 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-12.3K- 7.39% |
$301K - $316K
|
155K
$4.7M
|
|
|
Oct 16, 2023
Q3 2023
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-14.8K- 47.04% |
$361K - $379K
|
16.7K
$507K
|
|
|
Oct 16, 2023
Q3 2023
|
Madrona Financial Services, LLC
|
SELL
|
- |
-16.1K- 13.84% |
$392K - $411K
|
100K
$3.04M
|
|
|
Nov 20, 2023
Q3 2023
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-17.3K- 83.99% |
$423K - $444K
|
3.3K
$101K
|
|
|
Nov 13, 2023
Q3 2023
|
Private Advisory Group LLC
Redmond, WA |
SELL
|
- |
-18.3K- 31.64% |
$446K - $468K
|
39.5K
$1.2M
|
|
|
Nov 14, 2023
Q3 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-18.5K- 59.67% |
$452K - $475K
|
12.5K
$381K
|
|
|
Oct 16, 2023
Q3 2023
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-22.3K- 3.01% |
$545K - $572K
|
721K
$21.9M
|
|
|
Nov 13, 2023
Q3 2023
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-22.8K- 15.05% |
$556K - $584K
|
129K
$3.91M
|
|
|
Oct 10, 2023
Q3 2023
|
Simpli Fi, Inc.
|
SELL
|
- |
-24K- 5.71% |
$586K - $616K
|
397K
$12.1M
|
|
|
Nov 14, 2023
Q3 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-26.6K- 12.53% |
$648K - $680K
|
185K
$5.64M
|
|
|
Nov 08, 2023
Q3 2023
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-27.8K- 56.67% |
$677K - $711K
|
21.2K
$646K
|
|
|
Oct 16, 2023
Q3 2023
|
Clarus Group, Inc.
|
SELL
|
- |
-31.6K- 10.9% |
$770K - $808K
|
258K
$7.85M
|
|
|
Jul 22, 2024
Q3 2023
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-56.6K- 21.55% |
$1.38M - $1.45M
|
206K
$6.27M
|
|
|
Oct 19, 2023
Q3 2023
|
Kovack Advisors, Inc.
|
SELL
|
- |
-67.6K- 50.14% |
$1.65M - $1.73M
|
67.3K
$2.05M
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-70.9K- 5.04% |
$1.73M - $1.82M
|
1.34M
$40.7M
|
|
|
Oct 16, 2023
Q3 2023
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
SELL
|
- |
-87.1K- 85.57% |
$2.13M - $2.23M
|
14.7K
$447K
|
|
|
Oct 20, 2023
Q3 2023
|
Brookstone Capital Management
|
SELL
|
- |
-92.1K- 27.98% |
$2.25M - $2.36M
|
237K
$7.22M
|
|
|
Oct 13, 2023
Q3 2023
|
Arkadios Wealth Advisors
|
SELL
|
- |
-161K- 18.74% |
$3.93M - $4.12M
|
698K
$21.2M
|
|
|
Oct 16, 2023
Q3 2023
|
Columbia Advisory Partners LLC
|
SELL
|
- |
-182K- 41.98% |
$4.44M - $4.67M
|
252K
$7.66M
|
|
|
Nov 15, 2023
Q3 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
SELL
|
- |
-217K- 35.75% |
$5.29M - $5.56M
|
390K
$11.9M
|