Purchases and Sales Made in Q4 2022 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 Q4 2022. 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 |
---|---|---|---|---|---|---|---|
Jan 31, 2023
Q4 2022
|
Tower Wealth Partners, Inc.
Lewisburg, PA |
BUY
|
- |
322KNew |
$6.7M - $7.4M
|
322K
$9.82M
|
|
Feb 10, 2023
Q4 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
302K+ 19.44% |
$6.27M - $6.93M
|
1.85M
$56.5M
|
|
Jan 17, 2023
Q4 2022
|
Drake & Associates, LLC
Waukesha, WI |
BUY
|
- |
273KNew |
$5.67M - $6.26M
|
273K
$8.31M
|
|
Feb 03, 2023
Q4 2022
|
Tradition Wealth Management, LLC
|
BUY
|
- |
249K+ 29.97% |
$5.19M - $5.73M
|
1.08M
$33M
|
|
Feb 01, 2023
Q4 2022
|
Cwm, LLC
|
BUY
|
- |
219KNew |
$4.55M - $5.02M
|
219K
$6.67M
|
|
Feb 10, 2023
Q4 2022
|
Centaurus Financial, Inc.
|
BUY
|
- |
191K+ 218.9% |
$3.97M - $4.38M
|
278K
$8.47M
|
|
Feb 13, 2023
Q4 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
174K+ 55.28% |
$3.62M - $4M
|
489K
$14.9M
|
|
Feb 02, 2023
Q4 2022
|
River Tree Advisors, LLC
Winter Park, FL |
BUY
|
- |
153KNew |
$3.19M - $3.52M
|
153K
$4.67M
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
152K+ 49.68% |
$3.17M - $3.5M
|
459K
$14M
|
|
Aug 28, 2023
Q4 2022
|
Aifg Consultants Ltd.
Halfmoon, NY |
BUY
|
- |
138KNew |
$2.88M - $3.18M
|
138K
$4.22M
|
|
Feb 07, 2023
Q4 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
125K+ 183.43% |
$2.59M - $2.86M
|
192K
$5.87M
|
|
Feb 10, 2023
Q4 2022
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
121KNew |
$2.52M - $2.78M
|
121K
$3.7M
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
119K+ 9995.37% |
$2.47M - $2.73M
|
120K
$3.65M
|
|
Jan 11, 2023
Q4 2022
|
Arkadios Wealth Advisors
|
BUY
|
- |
117K+ 14.94% |
$2.42M - $2.68M
|
897K
$27.3M
|
|
Jan 24, 2023
Q4 2022
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
116K+ 173.02% |
$2.42M - $2.68M
|
184K
$5.61M
|
|
Feb 13, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
102K+ 12.31% |
$2.11M - $2.33M
|
926K
$28.3M
|
|
Feb 14, 2023
Q4 2022
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
98.5K+ 36.95% |
$2.05M - $2.26M
|
365K
$11.1M
|
|
Feb 02, 2023
Q4 2022
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
94.6KNew |
$1.97M - $2.17M
|
94.6K
$2.89M
|
|
Feb 01, 2023
Q4 2022
|
Janney Montgomery Scott LLC
|
BUY
|
- |
79K+ 20.92% |
$1.64M - $1.81M
|
456K
$13.9M
|
|
Feb 13, 2023
Q4 2022
|
Townsquare Capital LLC
|
BUY
|
- |
77.8K+ 17.66% |
$1.62M - $1.79M
|
518K
$15.8M
|
|
Feb 13, 2023
Q4 2022
|
Private Advisory Group LLC
Redmond, WA |
BUY
|
- |
76.5K+ 44.47% |
$1.59M - $1.76M
|
249K
$7.58M
|
|
Feb 14, 2023
Q4 2022
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
72.5K+ 6.8% |
$1.51M - $1.66M
|
1.14M
$34.7M
|
|
Feb 06, 2023
Q4 2022
|
Navalign, LLC
|
BUY
|
- |
69.6KNew |
$1.45M - $1.6M
|
69.6K
$2.12M
|
|
Jan 30, 2023
Q4 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
57K+ 522.83% |
$1.19M - $1.31M
|
67.9K
$2.07M
|
|
Feb 14, 2023
Q4 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
54.8K+ 211.49% |
$1.14M - $1.26M
|
80.7K
$2.46M
|
|
Feb 14, 2023
Q4 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
54.1K+ 53.63% |
$1.13M - $1.24M
|
155K
$4.73M
|
|
Jan 26, 2023
Q4 2022
|
Integrity Financial Corp
|
BUY
|
- |
53.7K+ 130.03% |
$1.12M - $1.23M
|
95K
$2.9M
|
|
Jan 10, 2023
Q4 2022
|
Rda Financial Network
|
BUY
|
- |
53.4KNew |
$1.11M - $1.23M
|
53.4K
$1.63M
|
|
Feb 13, 2023
Q4 2022
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
51.5KNew |
$1.07M - $1.18M
|
51.5K
$1.57M
|
|
May 14, 2024
Q4 2022
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
51.5KNew |
$1.07M - $1.18M
|
51.5K
$1.57M
|
|
Jan 31, 2023
Q4 2022
|
Ae Wealth Management LLC
|
BUY
|
- |
45.8K+ 5.86% |
$952K - $1.05M
|
826K
$25.2M
|
|
Oct 27, 2023
Q4 2022
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
- |
38.3KNew |
$796K - $879K
|
38.3K
$1.17M
|
|
Feb 09, 2023
Q4 2022
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
35.7K+ 122.5% |
$742K - $820K
|
64.8K
$1.98M
|
|
Feb 07, 2023
Q4 2022
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
33K+ 217.08% |
$687K - $759K
|
48.3K
$1.47M
|
|
Feb 13, 2023
Q4 2022
|
Meridian Wealth Management, LLC
|
BUY
|
- |
28.7K+ 22.39% |
$597K - $659K
|
157K
$4.78M
|
|
Feb 15, 2023
Q4 2022
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
28.1K+ 552.07% |
$584K - $645K
|
33.1K
$1.01M
|
|
Feb 14, 2023
Q4 2022
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
27.7KNew |
$576K - $636K
|
27.7K
$844K
|
|
Feb 08, 2023
Q4 2022
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
26.1KNew |
$542K - $599K
|
26.1K
$795K
|
|
Feb 08, 2023
Q4 2022
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
24.9K+ 5.34% |
$519K - $573K
|
492K
$15M
|
|
Feb 14, 2023
Q4 2022
|
Edge Rock Capital LLC
|
BUY
|
- |
24.2KNew |
$503K - $555K
|
24.2K
$737K
|
|
Jan 19, 2023
Q4 2022
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
24.1KNew |
$501K - $553K
|
24.1K
$734K
|
|
Feb 02, 2023
Q4 2022
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
19KNew |
$396K - $437K
|
19K
$580K
|
|
Feb 02, 2023
Q4 2022
|
Ignite Planners, LLC
|
BUY
|
- |
18.8KNew |
$392K - $433K
|
18.8K
$575K
|
|
Jan 12, 2023
Q4 2022
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
17.6K+ 53.12% |
$367K - $405K
|
50.8K
$1.55M
|
|
Feb 13, 2023
Q4 2022
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
16.5K+ 10.92% |
$343K - $379K
|
168K
$5.12M
|
|
Feb 08, 2023
Q4 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
15.7K+ 3.56% |
$326K - $360K
|
455K
$13.9M
|
|
Feb 14, 2023
Q4 2022
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
13.7KNew |
$285K - $315K
|
13.7K
$418K
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
13.5K+ 5.42% |
$282K - $311K
|
263K
$8.02M
|
|
Feb 09, 2023
Q4 2022
|
F Dx Advisors, Inc.
|
BUY
|
- |
11.2K+ 2.36% |
$232K - $256K
|
484K
$14.8M
|
|
Jan 19, 2023
Q4 2022
|
Sweet Financial Partners, LLC
|
BUY
|
- |
11K+ 2.17% |
$229K - $253K
|
520K
$15.9M
|