Purchases and Sales Made in Q4 2023 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 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
9.56M+ 77.69% |
$227M - $254M
|
21.9M
$678M
|
|
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
1.46M+ 101.25% |
$34.5M - $38.7M
|
2.89M
$89.6M
|
|
|
Feb 13, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
1.11M+ 49.1% |
$26.4M - $29.6M
|
3.38M
$105M
|
|
|
Jan 18, 2024
Q4 2023
|
Hobart Private Capital, LLC
Charlotte, NC |
BUY
|
- |
948KNew |
$22.5M - $25.2M
|
948K
$29.4M
|
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
906K+ 30.1% |
$21.5M - $24.1M
|
3.91M
$121M
|
|
|
Feb 14, 2024
Q4 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
836K+ 300.43% |
$19.8M - $22.2M
|
1.11M
$34.5M
|
|
|
Mar 01, 2024
Q4 2023
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
831KNew |
$19.7M - $22.1M
|
831K
$25.8M
|
|
|
Feb 08, 2024
Q4 2023
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
818KNew |
$19.4M - $21.8M
|
818K
$25.4M
|
|
|
Feb 06, 2024
Q4 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
781K+ 160.19% |
$18.5M - $20.8M
|
1.27M
$39.3M
|
|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
BUY
|
- |
710K+ 56.19% |
$16.8M - $18.9M
|
1.97M
$61.2M
|
|
|
Feb 08, 2024
Q4 2023
|
Kickstand Ventures, Llc.
Pittsford, NY |
BUY
|
- |
667KNew |
$15.8M - $17.7M
|
667K
$20.7M
|
|
|
Jan 17, 2024
Q4 2023
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
655K+ 891.49% |
$15.5M - $17.4M
|
729K
$22.6M
|
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
648K+ 81.46% |
$15.4M - $17.2M
|
1.44M
$44.7M
|
|
|
Feb 14, 2024
Q4 2023
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
589KNew |
$14M - $15.7M
|
589K
$18.3M
|
|
|
Jan 23, 2024
Q4 2023
|
Milestone Asset Management, LLC
Pittsburgh, PA |
BUY
|
- |
524KNew |
$12.4M - $13.9M
|
524K
$16.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Prospera Financial Services Inc
|
BUY
|
- |
524K+ 206.05% |
$12.4M - $13.9M
|
778K
$24.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
486K+ 37.69% |
$11.5M - $12.9M
|
1.77M
$55M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
479K+ 61.01% |
$11.4M - $12.7M
|
1.26M
$39.2M
|
|
|
Feb 12, 2024
Q4 2023
|
Stone X Group Inc.
|
BUY
|
- |
436K+ 497.86% |
$10.3M - $11.6M
|
523K
$16.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
394K+ 35.97% |
$9.34M - $10.5M
|
1.49M
$46.1M
|
|
|
Feb 13, 2024
Q4 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
385K+ 782.0% |
$9.13M - $10.2M
|
434K
$13.5M
|
|
|
Feb 12, 2024
Q4 2023
|
Schulz Wealth, Ltd.
Mansfield, TX |
BUY
|
- |
331KNew |
$7.84M - $8.8M
|
331K
$10.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
324K+ 23.93% |
$7.69M - $8.62M
|
1.68M
$52M
|
|
|
Jan 10, 2024
Q4 2023
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
319K+ 35.99% |
$7.56M - $8.48M
|
1.21M
$37.3M
|
|
|
Jan 12, 2024
Q4 2023
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
309KNew |
$7.34M - $8.23M
|
309K
$9.59M
|
|
|
Feb 05, 2024
Q4 2023
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
287KNew |
$6.81M - $7.64M
|
287K
$8.9M
|
|
|
Feb 14, 2024
Q4 2023
|
Concorde Asset Management, LLC
|
BUY
|
- |
270K+ 78.88% |
$6.41M - $7.19M
|
613K
$19M
|
|
|
Feb 05, 2024
Q4 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
258K+ 77.68% |
$6.12M - $6.86M
|
590K
$18.3M
|
|
|
Jan 19, 2024
Q4 2023
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
BUY
|
- |
254K+ 2542980.0% |
$6.03M - $6.76M
|
254K
$7.88M
|
|
|
Feb 02, 2024
Q4 2023
|
Truist Financial Corp
|
BUY
|
- |
237K+ 50.61% |
$5.62M - $6.3M
|
705K
$21.9M
|
|
|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
232K+ 79.71% |
$5.51M - $6.18M
|
524K
$16.2M
|
|
|
Feb 06, 2024
Q4 2023
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
229K+ 228.79% |
$5.44M - $6.1M
|
330K
$10.2M
|
|
|
Apr 15, 2024
Q4 2023
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
222KNew |
$5.25M - $5.89M
|
222K
$6.87M
|
|
|
Mar 07, 2024
Q4 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
219KNew |
$5.2M - $5.84M
|
219K
$6.8M
|
|
|
Feb 06, 2024
Q4 2023
|
First Horizon Advisors, Inc.
|
BUY
|
- |
219K+ 150.96% |
$5.19M - $5.82M
|
364K
$11.3M
|
|
|
Jan 25, 2024
Q4 2023
|
Financial Futures LTD Liability Co.
|
BUY
|
- |
204KNew |
$4.83M - $5.41M
|
204K
$6.31M
|
|
|
Jan 29, 2024
Q4 2023
|
Philip James Wealth Mangement, LLC
Milton, GA |
BUY
|
- |
198KNew |
$4.71M - $5.28M
|
198K
$6.15M
|
|
|
Jun 27, 2024
Q4 2023
|
Hfg Wealth Management, LLC
The Woodlands, TX |
BUY
|
- |
188KNew |
$4.46M - $5M
|
188K
$5.82M
|
|
|
Jan 15, 2025
Q4 2023
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
BUY
|
- |
186K+ 47.8% |
$4.41M - $4.94M
|
575K
$17.8M
|
|
|
Jan 12, 2024
Q4 2023
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
186KNew |
$4.4M - $4.94M
|
186K
$5.76M
|
|
|
Jan 29, 2024
Q4 2023
|
Pcg Wealth Advisors, LLC
|
BUY
|
- |
180KNew |
$4.26M - $4.78M
|
180K
$5.57M
|
|
|
Feb 13, 2024
Q4 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
169K+ 265.68% |
$4.01M - $4.5M
|
233K
$7.22M
|
|
|
Jan 24, 2024
Q4 2023
|
River Tree Advisors, LLC
Winter Park, FL |
BUY
|
- |
164K+ 64.82% |
$3.9M - $4.38M
|
418K
$13M
|
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
150K+ 24.29% |
$3.56M - $4M
|
769K
$23.8M
|
|
|
Feb 15, 2024
Q4 2023
|
Encompass More Asset Management
Danville, CA |
BUY
|
- |
144KNew |
$3.42M - $3.84M
|
144K
$4.47M
|
|
|
Feb 06, 2024
Q4 2023
|
Lincoln National Corp
|
BUY
|
- |
141KNew |
$3.35M - $3.76M
|
141K
$4.38M
|
|
|
Feb 07, 2024
Q4 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
139K+ 8.78% |
$3.3M - $3.7M
|
1.72M
$53.4M
|
|
|
Feb 05, 2024
Q4 2023
|
Pitti Group Wealth Management, LLC
|
BUY
|
- |
133K+ 47.05% |
$3.15M - $3.53M
|
415K
$12.9M
|
|
|
Feb 09, 2024
Q4 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
122KNew |
$2.89M - $3.24M
|
122K
$3.78M
|
|
|
Jan 17, 2024
Q4 2023
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
119KNew |
$2.82M - $3.16M
|
119K
$3.68M
|