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 |
|---|---|---|---|---|---|---|---|
|
Mar 01, 2023
Q4 2022
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-2.83K- 9.86% |
$58.8K - $65K
|
25.9K
$792K
|
|
|
Feb 14, 2023
Q4 2022
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-4.43K- 22.71% |
$92.1K - $102K
|
15.1K
$462K
|
|
|
Jan 17, 2023
Q4 2022
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-4.57K- 5.61% |
$95.1K - $105K
|
76.9K
$2.36M
|
|
|
Feb 14, 2023
Q4 2022
|
Quantitative Advantage, LLC
Minnetonka, MN |
SELL
|
- |
-5.06K- 4.73% |
$105K - $116K
|
102K
$3.12M
|
|
|
Jan 25, 2023
Q4 2022
|
Triton Wealth Management, Pllc
|
SELL
|
- |
-7K- 3.68% |
$146K - $161K
|
183K
$5.62M
|
|
|
Feb 03, 2023
Q4 2022
|
Ascension Capital Advisors, Inc.
Houston, TX |
SELL
|
- |
-11.2K- 21.16% |
$233K - $257K
|
41.7K
$1.28M
|
|
|
Jan 18, 2023
Q4 2022
|
Private Advisor Group, LLC
|
SELL
|
- |
-11.7K- 36.96% |
$243K - $269K
|
20K
$612K
|
|
|
Oct 10, 2024
Q4 2022
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-21KClosed |
$436K - $482K
|
0
$0
|
|
|
Feb 01, 2023
Q4 2022
|
North Rock Partners, LLC
|
SELL
|
- |
-26.6K- 7.99% |
$554K - $612K
|
307K
$9.4M
|
|
|
Jan 27, 2023
Q4 2022
|
Clarus Group, Inc.
|
SELL
|
- |
-26.7K- 7.15% |
$555K - $614K
|
347K
$10.6M
|
|
|
Aug 30, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-27.6K- 2.89% |
$573K - $633K
|
926K
$28.4M
|
|
|
Feb 15, 2023
Q4 2022
|
Wealth Plan Investment Management, LLC
Omaha, NE |
SELL
|
- |
-30.2K- 2.69% |
$628K - $694K
|
1.09M
$33.5M
|
|
|
Feb 15, 2023
Q4 2022
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-30.2K- 6.79% |
$629K - $694K
|
415K
$12.7M
|
|
|
Jan 31, 2023
Q4 2022
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-51.6K- 8.04% |
$1.07M - $1.19M
|
591K
$18.1M
|
|
|
Feb 14, 2023
Q4 2022
|
Old Mission Capital LLC
|
SELL
|
- |
-58.4K- 96.52% |
$1.22M - $1.34M
|
2.11K
$64.6K
|
|
|
Jan 19, 2023
Q4 2022
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-59.4K- 64.91% |
$1.23M - $1.36M
|
32.1K
$983K
|
|
|
Feb 07, 2023
Q4 2022
|
Davidson Capital Management Inc.
Corpus Christi, TX |
SELL
|
- |
-70.8K- 97.5% |
$1.47M - $1.63M
|
1.81K
$55.6K
|
|
|
Jan 23, 2023
Q4 2022
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-97.1K- 84.56% |
$2.02M - $2.23M
|
17.7K
$543K
|
|
|
Feb 07, 2023
Q4 2022
|
Ifp Advisors, Inc
|
SELL
|
- |
-117K- 48.57% |
$2.44M - $2.7M
|
124K
$3.81M
|
|
|
Feb 14, 2023
Q4 2022
|
Masso Torrence Wealth Management Inc.
|
SELL
|
- |
-119K- 64.57% |
$2.47M - $2.73M
|
65.1K
$1.99M
|
|
|
Jan 31, 2023
Q4 2022
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-120K- 36.68% |
$2.5M - $2.76M
|
208K
$6.36M
|
|
|
Feb 10, 2023
Q4 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-157K- 60.01% |
$3.27M - $3.61M
|
105K
$3.21M
|
|
|
Feb 07, 2023
Q4 2022
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-289K- 10.3% |
$6.01M - $6.64M
|
2.51M
$77M
|
|
|
Feb 07, 2023
Q4 2022
|
Envestnet Asset Management Inc
|
SELL
|
- |
-302K- 14.31% |
$6.28M - $6.94M
|
1.81M
$55.4M
|
|
|
Feb 16, 2023
Q4 2022
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-481K- 30.57% |
$10M - $11.1M
|
1.09M
$33.5M
|