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 |
|---|---|---|---|---|---|---|---|
|
Oct 04, 2024
Q3 2024
|
Triton Wealth Management, Pllc
|
SELL
|
- |
-480- 0.16% |
$13.5K - $14.3K
|
304K
$9.38M
|
|
|
Nov 14, 2024
Q3 2024
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-504- 1.88% |
$14.2K - $15.1K
|
26.3K
$811K
|
|
|
Oct 29, 2024
Q3 2024
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-655- 0.25% |
$18.4K - $19.6K
|
262K
$8.08M
|
|
|
Nov 08, 2024
Q3 2024
|
Ssi Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-768- 0.42% |
$21.6K - $23K
|
181K
$5.58M
|
|
|
Oct 29, 2024
Q3 2024
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-814- 2.26% |
$22.9K - $24.3K
|
35.2K
$1.08M
|
|
|
Oct 25, 2024
Q3 2024
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-835- 7.78% |
$23.5K - $25K
|
9.9K
$305K
|
|
|
Oct 04, 2024
Q3 2024
|
First Hawaiian Bank
|
SELL
|
- |
-915- 1.07% |
$25.7K - $27.3K
|
84.7K
$2.61M
|
|
|
Nov 06, 2024
Q3 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-950- 31.46% |
$26.7K - $28.4K
|
2.07K
$63.8K
|
|
|
Nov 05, 2024
Q3 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-975- 11.04% |
$27.4K - $29.1K
|
7.85K
$242K
|
|
|
Oct 28, 2024
Q3 2024
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-1K- 5.17% |
$28.1K - $29.9K
|
18.3K
$565K
|
|
|
Nov 06, 2024
Q3 2024
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-1K- 41.36% |
$28.1K - $29.9K
|
1.42K
$43.7K
|
|
|
Nov 12, 2024
Q3 2024
|
Gentry Private Wealth, LLC
Wichita, KS |
SELL
|
- |
-1.12K- 12.76% |
$31.5K - $33.5K
|
7.67K
$236K
|
|
|
Oct 25, 2024
Q3 2024
|
Andina Capital Management, LLC
Lehi, UT |
SELL
|
- |
-1.2K- 0.59% |
$33.8K - $36K
|
204K
$6.28M
|
|
|
Oct 22, 2024
Q3 2024
|
Simpli Fi, Inc.
|
SELL
|
- |
-1.34K- 0.35% |
$37.7K - $40.1K
|
384K
$11.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-1.35K- 2.03% |
$37.9K - $40.3K
|
65.2K
$2.01M
|
|
|
Oct 16, 2024
Q3 2024
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-1.38K- 15.44% |
$38.6K - $41.1K
|
7.53K
$232K
|
|
|
Oct 10, 2024
Q3 2024
|
Focus Wealth Advisors, LLC
|
SELL
|
- |
-1.39K- 0.81% |
$39K - $41.5K
|
171K
$5.27M
|
|
|
Nov 14, 2024
Q3 2024
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-1.68K- 7.11% |
$47.3K - $50.3K
|
22K
$678K
|
|
|
Oct 18, 2024
Q3 2024
|
Echo Wealth Management, LLC
|
SELL
|
- |
-1.75K- 18.11% |
$49.1K - $52.2K
|
7.9K
$243K
|
|
|
Oct 30, 2024
Q3 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-1.82K- 0.5% |
$51.1K - $54.3K
|
359K
$11.1M
|
|
|
Oct 25, 2024
Q3 2024
|
Pinnacle Associates LTD
|
SELL
|
- |
-2.17K- 6.66% |
$60.8K - $64.7K
|
30.3K
$935K
|
|
|
Oct 24, 2024
Q3 2024
|
Vima LLC
Troy, MI |
SELL
|
- |
-2.78K- 4.55% |
$78.1K - $83.1K
|
58.4K
$1.8M
|
|
|
Oct 21, 2024
Q3 2024
|
Integrity Financial Corp
|
SELL
|
- |
-2.79K- 2.27% |
$78.4K - $83.4K
|
120K
$3.71M
|
|
|
Nov 07, 2024
Q3 2024
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
SELL
|
- |
-3.64K- 3.79% |
$102K - $109K
|
92.6K
$2.85M
|
|
|
Nov 14, 2024
Q3 2024
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-3.83K- 0.32% |
$108K - $115K
|
1.18M
$36.4M
|
|
|
Nov 12, 2024
Q3 2024
|
Owen La Rue, LLC
Elizabethtown, KY |
SELL
|
- |
-4K- 22.22% |
$112K - $120K
|
14K
$431K
|
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
SELL
|
- |
-4K- 19.78% |
$112K - $120K
|
16.2K
$500K
|
|
|
Oct 16, 2024
Q3 2024
|
Sweet Financial Partners, LLC
|
SELL
|
- |
-4.13K- 4.62% |
$116K - $123K
|
85.4K
$2.63M
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-4.46K- 82.2% |
$125K - $133K
|
965
$29.7K
|
|
|
Oct 30, 2024
Q3 2024
|
Magnolia Capital Advisors LLC
Jackson, MS |
SELL
|
- |
-4.46K- 7.82% |
$125K - $133K
|
52.6K
$1.62M
|
|
|
Oct 23, 2024
Q3 2024
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-4.94K- 8.67% |
$139K - $148K
|
52K
$1.6M
|
|
|
Oct 07, 2024
Q3 2024
|
Ewg Elevate Inc.
|
SELL
|
- |
-5.16K- 18.59% |
$145K - $154K
|
22.6K
$697K
|
|
|
Nov 12, 2024
Q3 2024
|
Centaurus Financial, Inc.
|
SELL
|
- |
-5.73K- 1.91% |
$161K - $171K
|
294K
$9.06M
|
|
|
Oct 21, 2024
Q3 2024
|
Clarus Group, Inc.
|
SELL
|
- |
-5.74K- 24.86% |
$161K - $172K
|
17.4K
$535K
|
|
|
Oct 17, 2024
Q3 2024
|
Merit Financial Group, LLC
|
SELL
|
- |
-6.6K- 13.27% |
$185K - $197K
|
43.1K
$1.33M
|
|
|
Oct 24, 2024
Q3 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-6.68K- 3.98% |
$188K - $200K
|
161K
$4.96M
|
|
|
Nov 14, 2024
Q3 2024
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-7.29K- 10.61% |
$205K - $218K
|
61.5K
$1.89M
|
|
|
Oct 22, 2024
Q3 2024
|
Psi Advisors, LLC
|
SELL
|
- |
-8.69K- 2.2% |
$244K - $260K
|
386K
$11.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-9.69K- 1.47% |
$272K - $290K
|
651K
$20.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-9.72K- 9.81% |
$273K - $291K
|
89.3K
$2.75M
|
|
|
Oct 30, 2024
Q3 2024
|
Centennial Wealth Advisory LLC
|
SELL
|
- |
-10.9K- 2.16% |
$307K - $327K
|
496K
$15.3M
|
|
|
Oct 30, 2024
Q3 2024
|
North Rock Partners, LLC
|
SELL
|
- |
-11.1K- 4.35% |
$311K - $331K
|
244K
$7.51M
|
|
|
Nov 12, 2024
Q3 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-11.3K- 5.13% |
$316K - $337K
|
208K
$6.42M
|
|
|
Oct 09, 2024
Q3 2024
|
Davies Financial Advisors, Inc.
Murrieta, CA |
SELL
|
- |
-12.8K- 54.91% |
$361K - $384K
|
10.5K
$325K
|
|
|
Oct 22, 2024
Q3 2024
|
River Tree Advisors, LLC
Winter Park, FL |
SELL
|
- |
-13.3K- 4.04% |
$373K - $396K
|
315K
$9.71M
|
|
|
Nov 13, 2024
Q3 2024
|
Townsquare Capital LLC
|
SELL
|
- |
-13.9K- 2.03% |
$390K - $415K
|
671K
$20.7M
|
|
|
Nov 05, 2024
Q3 2024
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-15.6K- 20.0% |
$439K - $467K
|
62.5K
$1.93M
|
|
|
Oct 18, 2024
Q3 2024
|
Columbia Advisory Partners LLC
|
SELL
|
- |
-16K- 6.94% |
$449K - $477K
|
214K
$6.6M
|
|
|
Oct 24, 2024
Q3 2024
|
Financial Futures LTD Liability Co.
|
SELL
|
- |
-16.4K- 7.19% |
$461K - $490K
|
211K
$6.52M
|
|
|
Oct 21, 2024
Q3 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-17.4K- 35.92% |
$488K - $519K
|
31K
$954K
|