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 06, 2024
Q3 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
8.24K+ 3.46% |
$232K - $246K
|
246K
$7.59M
|
|
|
Nov 14, 2024
Q3 2024
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
8.01K+ 5.69% |
$225K - $239K
|
149K
$4.58M
|
|
|
Oct 22, 2024
Q3 2024
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
7.81K+ 34.53% |
$219K - $233K
|
30.4K
$938K
|
|
|
Nov 15, 2024
Q3 2024
|
Synergy Financial Group, LTD
|
BUY
|
- |
7.68K+ 55.15% |
$216K - $229K
|
21.6K
$665K
|
|
|
Oct 15, 2024
Q3 2024
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
7.55K+ 26.43% |
$212K - $226K
|
36.1K
$1.11M
|
|
|
Oct 23, 2024
Q3 2024
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
7.55KNew |
$212K - $226K
|
7.55K
$233K
|
|
|
Nov 08, 2024
Q3 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
7.41K+ 2.09% |
$208K - $221K
|
362K
$11.1M
|
|
|
Oct 15, 2024
Q3 2024
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
7.37K+ 43.65% |
$207K - $220K
|
24.2K
$747K
|
|
|
Oct 11, 2024
Q3 2024
|
Adamsbrown Wealth Consultants LLC
|
BUY
|
- |
7.33KNew |
$206K - $219K
|
7.33K
$226K
|
|
|
Nov 12, 2024
Q3 2024
|
Purus Wealth Management, LLC
|
BUY
|
- |
7.25K+ 3.45% |
$204K - $217K
|
217K
$6.7M
|
|
|
Nov 13, 2024
Q3 2024
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
7.11K+ 13.38% |
$200K - $212K
|
60.2K
$1.86M
|
|
|
Nov 14, 2024
Q3 2024
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
6.98KNew |
$196K - $209K
|
6.98K
$215K
|
|
|
Nov 04, 2024
Q3 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
6.87K+ 3.58% |
$193K - $205K
|
199K
$6.12M
|
|
|
Oct 25, 2024
Q3 2024
|
Cutter & CO Brokerage, Inc.
|
BUY
|
- |
6.79KNew |
$191K - $203K
|
6.79K
$209K
|
|
|
Nov 12, 2024
Q3 2024
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
6.78KNew |
$190K - $203K
|
6.78K
$209K
|
|
|
Nov 15, 2024
Q3 2024
|
Gg Group Ventures, LLC
Orlando, FL |
BUY
|
- |
6.75KNew |
$190K - $202K
|
6.75K
$208K
|
|
|
Oct 16, 2024
Q3 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
6.49K+ 20.04% |
$182K - $194K
|
38.9K
$1.2M
|
|
|
Nov 06, 2024
Q3 2024
|
Peterson Financial Group, Inc.
|
BUY
|
- |
6.32KNew |
$178K - $189K
|
6.32K
$195K
|
|
|
Oct 25, 2024
Q3 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
6.1K+ 15.73% |
$171K - $182K
|
44.9K
$1.38M
|
|
|
Nov 04, 2024
Q3 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
6.04K+ 31.29% |
$170K - $180K
|
25.3K
$781K
|
|
|
Oct 18, 2024
Q3 2024
|
Trilogy Capital Inc.
|
BUY
|
- |
5.97K+ 35.52% |
$168K - $178K
|
22.8K
$702K
|
|
|
Nov 12, 2024
Q3 2024
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
BUY
|
- |
5.56K+ 5.99% |
$156K - $166K
|
98.3K
$3.03M
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
5.06K+ 25.18% |
$142K - $151K
|
25.2K
$775K
|
|
|
Oct 03, 2024
Q3 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
4.92K+ 12.03% |
$138K - $147K
|
45.8K
$1.41M
|
|
|
Oct 22, 2024
Q3 2024
|
American Institute For Advanced Investment Management, LLP
|
BUY
|
- |
4.89K+ 16.04% |
$137K - $146K
|
35.4K
$1.09M
|
|
|
Oct 15, 2024
Q3 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
4.83K+ 37.11% |
$136K - $144K
|
17.9K
$550K
|
|
|
Oct 29, 2024
Q3 2024
|
Key F Inancial Inc
|
BUY
|
- |
4.51K+ 1.23% |
$127K - $135K
|
371K
$11.4M
|
|
|
Oct 08, 2024
Q3 2024
|
Brookstone Capital Management
|
BUY
|
- |
4.18K+ 0.36% |
$117K - $125K
|
1.16M
$35.7M
|
|
|
Oct 16, 2024
Q3 2024
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
4.17K+ 14.61% |
$117K - $125K
|
32.7K
$1.01M
|
|
|
Oct 31, 2024
Q3 2024
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
3.96K+ 13.82% |
$111K - $118K
|
32.6K
$1M
|
|
|
Nov 08, 2024
Q3 2024
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
3.9KNew |
$110K - $117K
|
3.9K
$120K
|
|
|
Oct 24, 2024
Q3 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
3.85K+ 4.52% |
$108K - $115K
|
88.9K
$2.74M
|
|
|
Oct 15, 2024
Q3 2024
|
Independent Wealth Network Inc.
|
BUY
|
- |
3.45K+ 11.34% |
$97.1K - $103K
|
33.9K
$1.04M
|
|
|
Oct 17, 2024
Q3 2024
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
3.31KNew |
$92.9K - $98.8K
|
3.31K
$102K
|
|
|
Oct 15, 2024
Q3 2024
|
Pfg Advisors
|
BUY
|
- |
3.3K+ 13.46% |
$92.7K - $98.6K
|
27.8K
$858K
|
|
|
Oct 15, 2024
Q3 2024
|
Pcg Wealth Advisors, LLC
|
BUY
|
- |
3.24K+ 2.67% |
$91K - $96.8K
|
125K
$3.84M
|
|
|
Oct 23, 2024
Q3 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
3.14K+ 2.37% |
$88.1K - $93.8K
|
136K
$4.18M
|
|
|
Oct 30, 2024
Q3 2024
|
Clarity Capital Partners LLC
Newport Beach, CA |
BUY
|
- |
2.97K+ 12.48% |
$83.4K - $88.7K
|
26.8K
$825K
|
|
|
Oct 31, 2024
Q3 2024
|
Philip James Wealth Mangement, LLC
Milton, GA |
BUY
|
- |
2.9K+ 1.92% |
$81.5K - $86.7K
|
154K
$4.74M
|
|
|
Nov 08, 2024
Q3 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
2.85K+ 151.17% |
$80.2K - $85.3K
|
4.74K
$146K
|
|
|
Nov 14, 2024
Q3 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
2.72K+ 6.58% |
$76.5K - $81.4K
|
44.1K
$1.36M
|
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
BUY
|
- |
2.68KNew |
$75.3K - $80.1K
|
2.68K
$82.6K
|
|
|
Oct 30, 2024
Q3 2024
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
2.67K+ 3.42% |
$75K - $79.8K
|
80.7K
$2.49M
|
|
|
Nov 12, 2024
Q3 2024
|
Independent Advisor Alliance
|
BUY
|
- |
2.48K+ 31.48% |
$69.5K - $74K
|
10.3K
$319K
|
|
|
Nov 14, 2024
Q3 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
2.47K+ 751.06% |
$69.4K - $73.9K
|
2.8K
$86.3K
|
|
|
Nov 08, 2024
Q3 2024
|
Private Portfolio Partners LLC
|
BUY
|
- |
2.11K+ 25.13% |
$59.2K - $63K
|
10.5K
$323K
|
|
|
Nov 04, 2024
Q3 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
1.95KNew |
$54.8K - $58.3K
|
1.95K
$60.1K
|
|
|
Oct 30, 2024
Q3 2024
|
Solitude Financial Services
|
BUY
|
- |
1.94K+ 0.48% |
$54.5K - $58K
|
406K
$12.5M
|
|
|
Oct 28, 2024
Q3 2024
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
1.91K+ 4.2% |
$53.6K - $57.1K
|
47.4K
$1.46M
|
|
|
Dec 12, 2024
Q3 2024
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
BUY
|
- |
1.7K+ 10.84% |
$47.8K - $50.8K
|
17.4K
$536K
|