Purchases and Sales Made in Q3 2024 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 2024. 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, 2024
Q3 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
67.3K+ 5.85% |
$1.89M - $2.01M
|
1.22M
$37.5M
|
|
|
Oct 04, 2024
Q3 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
65.2K+ 158.56% |
$1.83M - $1.95M
|
106K
$3.28M
|
|
|
Oct 16, 2024
Q3 2024
|
Good Life Advisors, LLC
|
BUY
|
- |
62.1K+ 7.99% |
$1.75M - $1.86M
|
840K
$25.9M
|
|
|
Nov 12, 2024
Q3 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
57.8K+ 190.88% |
$1.62M - $1.73M
|
88.1K
$2.72M
|
|
|
Oct 04, 2024
Q3 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
57.3KNew |
$1.61M - $1.71M
|
57.3K
$1.76M
|
|
|
Nov 12, 2024
Q3 2024
|
Free Gulliver LLC
New Orleans, LA |
BUY
|
- |
54.4KNew |
$1.53M - $1.63M
|
54.4K
$1.68M
|
|
|
Oct 30, 2024
Q3 2024
|
Falcon Wealth Planning
|
BUY
|
- |
54.2KNew |
$1.52M - $1.62M
|
54.2K
$1.67M
|
|
|
Oct 25, 2024
Q3 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
53.7K+ 17.06% |
$1.51M - $1.61M
|
369K
$11.4M
|
|
|
Oct 17, 2024
Q3 2024
|
Madrona Financial Services, LLC
|
BUY
|
- |
51.3K+ 63.25% |
$1.44M - $1.53M
|
132K
$4.08M
|
|
|
Oct 11, 2024
Q3 2024
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
- |
50.9K+ 57.05% |
$1.43M - $1.52M
|
140K
$4.32M
|
|
|
Oct 16, 2024
Q3 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
50.5K+ 14.1% |
$1.42M - $1.51M
|
408K
$12.6M
|
|
|
Oct 30, 2024
Q3 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
50.4K+ 30.85% |
$1.42M - $1.51M
|
214K
$6.59M
|
|
|
Nov 07, 2024
Q3 2024
|
Hobart Private Capital, LLC
Charlotte, NC |
BUY
|
- |
49.9K+ 4.49% |
$1.4M - $1.49M
|
1.16M
$35.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Jacobi Capital Management LLC
|
BUY
|
- |
44.8K+ 51.36% |
$1.26M - $1.34M
|
132K
$4.07M
|
|
|
Oct 29, 2024
Q3 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
44.6K+ 547.92% |
$1.25M - $1.33M
|
52.7K
$1.63M
|
|
|
Oct 17, 2024
Q3 2024
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
44K+ 234.37% |
$1.24M - $1.32M
|
62.8K
$1.93M
|
|
|
Nov 04, 2024
Q3 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
43.9K+ 111.78% |
$1.23M - $1.31M
|
83.2K
$2.56M
|
|
|
Nov 25, 2024
Q3 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
43.4K+ 64.09% |
$1.22M - $1.3M
|
111K
$3.43M
|
|
|
Nov 12, 2024
Q3 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
41.1K+ 121.55% |
$1.15M - $1.23M
|
74.8K
$2.31M
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
40.3K+ 6.58% |
$1.13M - $1.2M
|
653K
$20.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
40.2KNew |
$1.13M - $1.2M
|
40.2K
$1.24M
|
|
|
Nov 13, 2024
Q3 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
38KNew |
$1.07M - $1.14M
|
38K
$1.17M
|
|
|
Oct 31, 2024
Q3 2024
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
BUY
|
- |
36.7KNew |
$1.03M - $1.1M
|
36.7K
$1.13M
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
36.6K+ 76.52% |
$1.03M - $1.09M
|
84.4K
$2.6M
|
|
|
Nov 13, 2024
Q3 2024
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
36.5K+ 37.04% |
$1.03M - $1.09M
|
135K
$4.17M
|
|
|
Oct 15, 2024
Q3 2024
|
Keystone Wealth Services, LLC
|
BUY
|
- |
35KNew |
$982K - $1.04M
|
35K
$1.08M
|
|
|
Oct 23, 2024
Q3 2024
|
Santori & Peters, Inc.
|
BUY
|
- |
34.6KNew |
$973K - $1.04M
|
34.6K
$1.07M
|
|
|
Oct 18, 2024
Q3 2024
|
New Century Financial Group, LLC
Princeton, NJ |
BUY
|
- |
34.3KNew |
$964K - $1.03M
|
34.3K
$1.06M
|
|
|
Oct 17, 2024
Q3 2024
|
Precedent Wealth Partners, LLC
Houston, TX |
BUY
|
- |
32.5KNew |
$912K - $970K
|
32.5K
$1M
|
|
|
Nov 12, 2024
Q3 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
31.3K+ 21.56% |
$880K - $937K
|
177K
$5.44M
|
|
|
Nov 12, 2024
Q3 2024
|
Edge Capital Group, LLC
|
BUY
|
- |
29.6K+ 17.58% |
$832K - $885K
|
198K
$6.1M
|
|
|
Oct 18, 2024
Q3 2024
|
Cedrus LLC
Littleton, CO |
BUY
|
- |
29.2K+ 184.13% |
$821K - $874K
|
45.1K
$1.39M
|
|
|
Nov 12, 2024
Q3 2024
|
Stone X Group Inc.
|
BUY
|
- |
29.1K+ 4.26% |
$817K - $869K
|
712K
$21.9M
|
|
|
Oct 24, 2024
Q3 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
28.5K+ 28.34% |
$800K - $851K
|
129K
$3.98M
|
|
|
Oct 25, 2024
Q3 2024
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
28K+ 11.2% |
$785K - $836K
|
277K
$8.55M
|
|
|
Nov 14, 2024
Q3 2024
|
Cooper Financial Group
|
BUY
|
- |
27.9K+ 12.43% |
$783K - $833K
|
252K
$7.77M
|
|
|
Oct 30, 2024
Q3 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
27.5K+ 8.53% |
$774K - $823K
|
351K
$10.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
27KNew |
$759K - $807K
|
27K
$832K
|
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
26.6K+ 3.26% |
$748K - $796K
|
845K
$26M
|
|
|
Nov 13, 2024
Q3 2024
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
25.9KNew |
$727K - $774K
|
25.9K
$798K
|
|
|
Nov 14, 2024
Q3 2024
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
25.4KNew |
$713K - $759K
|
25.4K
$782K
|
|
|
Nov 04, 2024
Q3 2024
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
24.7K+ 183.83% |
$694K - $739K
|
38.2K
$1.18M
|
|
|
Oct 31, 2024
Q3 2024
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
24.3K+ 14.45% |
$684K - $728K
|
193K
$5.94M
|
|
|
Nov 12, 2024
Q3 2024
|
Perissos Private Wealth Management, LLC
Bethany, OK |
BUY
|
- |
24.2K+ 175.66% |
$680K - $723K
|
38K
$1.17M
|
|
|
Nov 14, 2024
Q3 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
23K+ 9.14% |
$645K - $686K
|
274K
$8.45M
|
|
|
Nov 01, 2024
Q3 2024
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
22.8K+ 8.45% |
$640K - $681K
|
292K
$9.01M
|
|
|
Nov 14, 2024
Q3 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
20.5KNew |
$575K - $612K
|
20.5K
$631K
|
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
20.2K+ 1.16% |
$566K - $603K
|
1.76M
$54.2M
|
|
|
Nov 08, 2024
Q3 2024
|
Stonebridge Financial Planning Group, LLC
|
BUY
|
- |
19.3K+ 20.98% |
$542K - $577K
|
111K
$3.43M
|
|
|
Oct 30, 2024
Q3 2024
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
18.8K+ 5102.44% |
$529K - $563K
|
19.2K
$592K
|