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 |
|---|---|---|---|---|---|---|---|
|
Apr 14, 2023
Q4 2022
|
Ergawealth Advisors, Inc.
Oak Brook, IL |
BUY
|
- |
10.9KNew |
$226K - $250K
|
10.9K
$333K
|
|
|
Jan 13, 2023
Q4 2022
|
Cooper Financial Group
|
BUY
|
- |
10.4KNew |
$217K - $240K
|
10.4K
$320K
|
|
|
Feb 14, 2023
Q4 2022
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
10.1KNew |
$209K - $231K
|
10.1K
$308K
|
|
|
Jan 30, 2023
Q4 2022
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
9.54KNew |
$198K - $219K
|
9.54K
$292K
|
|
|
Feb 14, 2023
Q4 2022
|
Harvest Investment Services, LLC
|
BUY
|
- |
9.31KNew |
$194K - $214K
|
9.31K
$285K
|
|
|
Feb 14, 2023
Q4 2022
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
9.13KNew |
$190K - $210K
|
9.13K
$280K
|
|
|
Jan 23, 2023
Q4 2022
|
Cambridge Advisors Inc.
|
BUY
|
- |
8.3K+ 29.44% |
$173K - $191K
|
36.5K
$1.12M
|
|
|
Feb 02, 2023
Q4 2022
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
7.82K+ 3.46% |
$163K - $180K
|
234K
$7.17M
|
|
|
Jan 24, 2023
Q4 2022
|
Pitti Group Wealth Management, LLC
|
BUY
|
- |
7.26K+ 3.76% |
$151K - $167K
|
200K
$6.14M
|
|
|
Feb 14, 2023
Q4 2022
|
Trail Ridge Investment Advisors, LLC
|
BUY
|
- |
6.75K+ 5.52% |
$140K - $155K
|
129K
$3.95M
|
|
|
Feb 14, 2023
Q4 2022
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
6.34K+ 3.76% |
$132K - $146K
|
175K
$5.37M
|
|
|
Feb 03, 2023
Q4 2022
|
Larson Financial Group LLC
|
BUY
|
- |
5.26K+ 39.45% |
$109K - $121K
|
18.6K
$570K
|
|
|
Jan 20, 2023
Q4 2022
|
Truadvice, LLC
Sarasota, FL |
BUY
|
- |
5.02K+ 3.07% |
$104K - $115K
|
169K
$5.17M
|
|
|
Jan 13, 2023
Q4 2022
|
First Heartland Consultants, Inc.
|
BUY
|
- |
4.75K+ 9.09% |
$98.7K - $109K
|
57K
$1.75M
|
|
|
Feb 13, 2023
Q4 2022
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
4.73KNew |
$98.4K - $109K
|
4.73K
$145K
|
|
|
Jan 18, 2023
Q4 2022
|
Madrona Financial Services, LLC
|
BUY
|
- |
4.64K+ 4.29% |
$96.4K - $107K
|
113K
$3.45M
|
|
|
Feb 03, 2023
Q4 2022
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
4.53K+ 44.52% |
$94.2K - $104K
|
14.7K
$451K
|
|
|
Feb 13, 2023
Q4 2022
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
4.17KNew |
$86.8K - $95.9K
|
4.17K
$128K
|
|
|
Feb 13, 2023
Q4 2022
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
4K+ 15.14% |
$83.2K - $91.9K
|
30.4K
$932K
|
|
|
Feb 02, 2023
Q4 2022
|
Sawtooth Solutions, LLC
|
BUY
|
- |
3.02K+ 3.41% |
$62.8K - $69.3K
|
91.5K
$2.8M
|
|
|
Jan 12, 2023
Q4 2022
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
2.79K+ 8.95% |
$58.1K - $64.2K
|
34K
$1.04M
|
|
|
Jan 12, 2023
Q4 2022
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
2.62K+ 1.42% |
$54.5K - $60.3K
|
187K
$5.74M
|
|
|
Feb 22, 2023
Q4 2022
|
Kovack Advisors, Inc.
|
BUY
|
- |
2.12K+ 3.8% |
$44.1K - $48.7K
|
57.9K
$1.77M
|
|
|
Feb 08, 2023
Q4 2022
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
2.07K+ 9.09% |
$43K - $47.5K
|
24.8K
$761K
|
|
|
Feb 13, 2023
Q4 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
1.95K+ 9.68% |
$40.6K - $44.8K
|
22.1K
$677K
|
|
|
Feb 13, 2023
Q4 2022
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
1.94K+ 30.87% |
$40.2K - $44.5K
|
8.2K
$251K
|
|
|
Feb 14, 2023
Q4 2022
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
1.44K+ 5.36% |
$29.9K - $33K
|
28.3K
$866K
|
|
|
Mar 23, 2023
Q4 2022
|
Prostatis Group LLC
Hanover, MD |
BUY
|
- |
1.24K+ 6.57% |
$25.7K - $28.4K
|
20K
$614K
|
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
925+ 100.0% |
$19.2K - $21.3K
|
1.85K
$56.7K
|
|
|
Mar 08, 2023
Q4 2022
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
912+ 10.74% |
$19K - $21K
|
9.4K
$288K
|
|
|
Aug 13, 2024
Q4 2022
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
890+ 12.05% |
$18.5K - $20.5K
|
8.28K
$254K
|
|
|
Jan 09, 2023
Q4 2022
|
Brookstone Capital Management
|
BUY
|
- |
806+ 7.23% |
$16.8K - $18.5K
|
12K
$366K
|
|
|
Jan 23, 2023
Q4 2022
|
Alliance Wealth Advisors, LLC
|
BUY
|
- |
773+ 1.25% |
$16.1K - $17.8K
|
62.7K
$1.92M
|
|
|
Jan 25, 2023
Q4 2022
|
Stephens Inc
|
BUY
|
- |
270+ 0.51% |
$5.62K - $6.2K
|
53.5K
$1.64M
|
|
|
Feb 10, 2023
Q4 2022
|
Assetmark, Inc
|
BUY
|
- |
71New |
$1.48K - $1.63K
|
71
$2.18K
|
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
9New |
$187 - $207
|
9
$276
|
|
|
Feb 01, 2023
Q4 2022
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-15- 0.06% |
$312 - $345
|
26.4K
$809K
|
|
|
Feb 07, 2023
Q4 2022
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-21- 0.33% |
$437 - $483
|
6.26K
$192K
|
|
|
Sep 11, 2024
Q4 2022
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-187- 0.76% |
$3.89K - $4.3K
|
24.4K
$748K
|
|
|
Feb 03, 2023
Q4 2022
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-215- 2.48% |
$4.47K - $4.94K
|
8.45K
$259K
|
|
|
Feb 13, 2023
Q4 2022
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-377- 1.97% |
$7.84K - $8.66K
|
18.8K
$576K
|
|
|
Feb 13, 2023
Q4 2022
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-496- 97.06% |
$10.3K - $11.4K
|
15
$460
|
|
|
Sep 06, 2024
Q4 2022
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-605- 2.58% |
$12.6K - $13.9K
|
22.8K
$699K
|
|
|
Jan 31, 2023
Q4 2022
|
Wedbush Securities Inc
|
SELL
|
- |
-650- 2.28% |
$13.5K - $14.9K
|
27.9K
$855K
|
|
|
Feb 02, 2023
Q4 2022
|
Western Wealth Management, LLC
|
SELL
|
- |
-1.12K- 2.38% |
$23.3K - $25.8K
|
46.1K
$1.41M
|
|
|
Jan 26, 2023
Q4 2022
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-1.29K- 4.14% |
$26.9K - $29.7K
|
29.9K
$917K
|
|
|
Feb 10, 2023
Q4 2022
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-1.33K- 5.49% |
$27.6K - $30.5K
|
22.9K
$700K
|
|
|
Feb 10, 2023
Q4 2022
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-2.26K- 19.53% |
$46.9K - $51.8K
|
9.29K
$285K
|
|
|
Feb 21, 2023
Q4 2022
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-2.57K- 18.3% |
$53.4K - $59K
|
11.5K
$351K
|
|
|
Jan 23, 2023
Q4 2022
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-2.57K- 4.5% |
$53.5K - $59.1K
|
54.6K
$1.67M
|