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 |
|---|---|---|---|---|---|---|---|
|
Jan 11, 2024
Q4 2023
|
Brookstone Capital Management
|
BUY
|
- |
118K+ 49.73% |
$2.8M - $3.14M
|
355K
$11M
|
|
|
Feb 16, 2024
Q4 2023
|
Secured Retirement Advisors, LLC
St Louis Park, MN |
BUY
|
- |
118KNew |
$2.79M - $3.13M
|
118K
$3.65M
|
|
|
Feb 14, 2024
Q4 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
116K+ 197.04% |
$2.76M - $3.1M
|
176K
$5.44M
|
|
|
Feb 14, 2024
Q4 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
112KNew |
$2.66M - $2.99M
|
112K
$3.48M
|
|
|
Feb 13, 2024
Q4 2023
|
Edge Capital Group, LLC
|
BUY
|
- |
90.9KNew |
$2.15M - $2.42M
|
90.9K
$2.82M
|
|
|
Jan 08, 2024
Q4 2023
|
Capital Cs Group, LLC
|
BUY
|
- |
90.9KNew |
$2.15M - $2.42M
|
90.9K
$2.82M
|
|
|
Feb 12, 2024
Q4 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
83K+ 7.26% |
$1.97M - $2.21M
|
1.23M
$38M
|
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
80.4K+ 45.69% |
$1.91M - $2.14M
|
256K
$7.95M
|
|
|
Jan 19, 2024
Q4 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
79.5K+ 251.11% |
$1.89M - $2.12M
|
111K
$3.45M
|
|
|
Feb 13, 2024
Q4 2023
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
76.4KNew |
$1.81M - $2.03M
|
76.4K
$2.37M
|
|
|
Jan 25, 2024
Q4 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
75.1K+ 121.74% |
$1.78M - $2M
|
137K
$4.24M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
73.4K+ 12.58% |
$1.74M - $1.95M
|
657K
$20.3M
|
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
71.6K+ 92.58% |
$1.7M - $1.9M
|
149K
$4.62M
|
|
|
Feb 02, 2024
Q4 2023
|
Valmark Advisers, Inc.
|
BUY
|
- |
71.1K+ 377.24% |
$1.69M - $1.89M
|
90K
$2.79M
|
|
|
Jan 23, 2024
Q4 2023
|
Beacon Financial Advisory LLC
|
BUY
|
- |
70.5K+ 159.82% |
$1.67M - $1.88M
|
115K
$3.55M
|
|
|
Jan 18, 2024
Q4 2023
|
Good Life Advisors, LLC
|
BUY
|
- |
70.2K+ 8.27% |
$1.66M - $1.87M
|
919K
$28.5M
|
|
|
Jan 12, 2024
Q4 2023
|
Kure Advisory, LLC
Plymouth, MN |
BUY
|
- |
69.4K+ 23.1% |
$1.65M - $1.85M
|
370K
$11.5M
|
|
|
Feb 08, 2024
Q4 2023
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
66KNew |
$1.57M - $1.76M
|
66K
$2.05M
|
|
|
Feb 07, 2024
Q4 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
62.9K+ 28.38% |
$1.49M - $1.67M
|
285K
$8.82M
|
|
|
Feb 14, 2024
Q4 2023
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
61.6K+ 74.37% |
$1.46M - $1.64M
|
144K
$4.47M
|
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
61.5K+ 242.22% |
$1.46M - $1.63M
|
86.8K
$2.69M
|
|
|
Jul 22, 2024
Q4 2023
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
57.5K+ 27.9% |
$1.36M - $1.53M
|
264K
$8.17M
|
|
|
Jan 10, 2024
Q4 2023
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
55.9K+ 471.95% |
$1.33M - $1.49M
|
67.8K
$2.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
55.7KNew |
$1.32M - $1.48M
|
55.7K
$1.73M
|
|
|
Feb 07, 2024
Q4 2023
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
54.7K+ 33.61% |
$1.3M - $1.45M
|
217K
$6.74M
|
|
|
Feb 12, 2024
Q4 2023
|
Wedbush Securities Inc
|
BUY
|
- |
51K+ 183.29% |
$1.21M - $1.36M
|
78.9K
$2.44M
|
|
|
Feb 05, 2024
Q4 2023
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
50.6K+ 1530.93% |
$1.2M - $1.35M
|
53.9K
$1.67M
|
|
|
Feb 05, 2024
Q4 2023
|
Stonebridge Financial Planning Group, LLC
|
BUY
|
- |
49.9KNew |
$1.18M - $1.33M
|
49.9K
$1.55M
|
|
|
Feb 14, 2024
Q4 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
48.5KNew |
$1.15M - $1.29M
|
48.5K
$1.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
47.2K+ 34.78% |
$1.12M - $1.26M
|
183K
$5.67M
|
|
|
Feb 14, 2024
Q4 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
46.5KNew |
$1.1M - $1.24M
|
46.5K
$1.44M
|
|
|
Jan 10, 2024
Q4 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
42.6K+ 40.25% |
$1.01M - $1.13M
|
149K
$4.6M
|
|
|
Feb 14, 2024
Q4 2023
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
42.2KNew |
$1M - $1.12M
|
42.2K
$1.31M
|
|
|
Feb 12, 2024
Q4 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
39.2K+ 78.78% |
$928K - $1.04M
|
88.9K
$2.75M
|
|
|
Feb 07, 2024
Q4 2023
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
38.8KNew |
$920K - $1.03M
|
38.8K
$1.2M
|
|
|
Feb 06, 2024
Q4 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
37.4KNew |
$886K - $994K
|
37.4K
$1.16M
|
|
|
Jan 24, 2024
Q4 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
36.3KNew |
$862K - $967K
|
36.3K
$1.13M
|
|
|
Feb 01, 2024
Q4 2023
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
35.3K+ 783.2% |
$838K - $940K
|
39.8K
$1.23M
|
|
|
Feb 08, 2024
Q4 2023
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
33.4K+ 284.02% |
$792K - $888K
|
45.1K
$1.4M
|
|
|
Feb 08, 2024
Q4 2023
|
Meridian Wealth Management, LLC
|
BUY
|
- |
33.3K+ 14.93% |
$789K - $886K
|
256K
$7.94M
|
|
|
Feb 05, 2024
Q4 2023
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
32.7K+ 6.87% |
$775K - $870K
|
509K
$15.8M
|
|
|
Feb 08, 2024
Q4 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
32.3K+ 16.88% |
$765K - $858K
|
223K
$6.92M
|
|
|
Jan 19, 2024
Q4 2023
|
Pinnacle Associates LTD
|
BUY
|
- |
30.3KNew |
$719K - $807K
|
30.3K
$940K
|
|
|
Jan 22, 2024
Q4 2023
|
Tower Wealth Partners, Inc.
Lewisburg, PA |
BUY
|
- |
30.2K+ 9.15% |
$716K - $804K
|
361K
$11.2M
|
|
|
Feb 13, 2024
Q4 2023
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
29.5K+ 167.29% |
$699K - $785K
|
47.1K
$1.46M
|
|
|
Jan 23, 2024
Q4 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
28.6K+ 116.58% |
$679K - $761K
|
53.2K
$1.65M
|
|
|
Feb 13, 2024
Q4 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
27.7K+ 14.96% |
$657K - $738K
|
213K
$6.6M
|
|
|
Feb 13, 2024
Q4 2023
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
27K+ 3307.98% |
$639K - $717K
|
27.8K
$861K
|
|
|
Feb 14, 2024
Q4 2023
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
27KNew |
$639K - $717K
|
27K
$835K
|
|
|
Feb 06, 2024
Q4 2023
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
26KNew |
$616K - $692K
|
26K
$806K
|