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 02, 2024
Q4 2023
|
Kovack Advisors, Inc.
|
BUY
|
- |
24.7K+ 36.79% |
$587K - $658K
|
92K
$2.87M
|
|
|
Jan 17, 2024
Q4 2023
|
Ifg Advisory, LLC
|
BUY
|
- |
23.7K+ 20.48% |
$562K - $631K
|
140K
$4.36M
|
|
|
Jan 16, 2024
Q4 2023
|
Cambridge Advisors Inc.
|
BUY
|
- |
23.4K+ 25.51% |
$556K - $624K
|
115K
$3.6M
|
|
|
Feb 06, 2024
Q4 2023
|
Merit Financial Group, LLC
|
BUY
|
- |
23.1K+ 212.72% |
$547K - $614K
|
33.9K
$1.06M
|
|
|
Feb 06, 2024
Q4 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
22.7K+ 35.89% |
$538K - $604K
|
85.9K
$2.68M
|
|
|
Jan 30, 2024
Q4 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
22.2K+ 10.32% |
$527K - $591K
|
237K
$7.41M
|
|
|
Feb 14, 2024
Q4 2023
|
Jacobi Capital Management LLC
|
BUY
|
- |
21.9KNew |
$519K - $582K
|
21.9K
$683K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
21.7K+ 1.62% |
$514K - $577K
|
1.36M
$42.4M
|
|
|
Jan 31, 2024
Q4 2023
|
Key F Inancial Inc
|
BUY
|
- |
21.6K+ 7.97% |
$511K - $573K
|
292K
$9.12M
|
|
|
Jan 31, 2024
Q4 2023
|
Aifg Consultants Ltd.
Halfmoon, NY |
BUY
|
- |
21K+ 19.47% |
$498K - $559K
|
129K
$4.02M
|
|
|
Feb 06, 2024
Q4 2023
|
Edge Rock Capital LLC
|
BUY
|
- |
20.9KNew |
$496K - $557K
|
20.9K
$654K
|
|
|
Aug 13, 2024
Q4 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
20.8K+ 19.84% |
$493K - $554K
|
126K
$3.93M
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
20.7KNew |
$490K - $549K
|
20.7K
$645K
|
|
|
Feb 08, 2024
Q4 2023
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
19.9KNew |
$471K - $529K
|
19.9K
$621K
|
|
|
Feb 08, 2024
Q4 2023
|
True Wealth Advisors, LLC
|
BUY
|
- |
19.2KNew |
$455K - $511K
|
19.2K
$599K
|
|
|
Feb 05, 2024
Q4 2023
|
Essex Financial Services, Inc.
|
BUY
|
- |
18.2KNew |
$432K - $485K
|
18.2K
$569K
|
|
|
May 22, 2024
Q4 2023
|
Fsa Advisors, Inc.
Troy, MI |
BUY
|
- |
17.7KNew |
$419K - $470K
|
17.7K
$551K
|
|
|
Feb 06, 2024
Q4 2023
|
Valtinson Bruner Financial Planning LLC
|
BUY
|
- |
17.3K+ 10.17% |
$411K - $461K
|
188K
$5.86M
|
|
|
Jan 23, 2024
Q4 2023
|
Tsfg, LLC
|
BUY
|
- |
17.3KNew |
$410K - $460K
|
17.3K
$540K
|
|
|
Feb 20, 2024
Q4 2023
|
Clarity Capital Partners LLC
Newport Beach, CA |
BUY
|
- |
17.2KNew |
$409K - $459K
|
17.2K
$538K
|
|
|
Jan 11, 2024
Q4 2023
|
Focus Wealth Advisors, LLC
|
BUY
|
- |
17.2K+ 14.28% |
$407K - $457K
|
138K
$4.29M
|
|
|
Feb 26, 2024
Q4 2023
|
Centaurus Financial, Inc.
|
BUY
|
- |
17.1K+ 7.98% |
$405K - $454K
|
231K
$7.21M
|
|
|
Jan 25, 2024
Q4 2023
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
17K+ 236.57% |
$403K - $452K
|
24.2K
$755K
|
|
|
Feb 13, 2024
Q4 2023
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
16.6K+ 8.99% |
$395K - $443K
|
202K
$6.3M
|
|
|
Feb 05, 2024
Q4 2023
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
16.4KNew |
$389K - $436K
|
16.4K
$512K
|
|
|
Jan 24, 2024
Q4 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
15.4KNew |
$366K - $410K
|
15.4K
$482K
|
|
|
Jan 19, 2024
Q4 2023
|
Signature Securities Group Corporation
|
BUY
|
- |
14.3K+ 32.47% |
$340K - $381K
|
58.5K
$1.82M
|
|
|
Jan 30, 2024
Q4 2023
|
Scissortail Wealth Management, LLC
Tulsa, OK |
BUY
|
- |
14.2KNew |
$336K - $377K
|
14.2K
$443K
|
|
|
Jan 29, 2024
Q4 2023
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
14.1K+ 12.48% |
$335K - $376K
|
127K
$3.98M
|
|
|
Feb 13, 2024
Q4 2023
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
13.6KNew |
$322K - $362K
|
13.6K
$425K
|
|
|
Jan 12, 2024
Q4 2023
|
Wealthsource Partners, LLC
|
BUY
|
- |
13.4KNew |
$317K - $355K
|
13.4K
$417K
|
|
|
Jan 24, 2024
Q4 2023
|
Private Trust CO Na
|
BUY
|
- |
13.3K+ 60.76% |
$315K - $354K
|
35.2K
$1.1M
|
|
|
Jan 12, 2024
Q4 2023
|
Apeiron Ria LLC
|
BUY
|
- |
12.8KNew |
$304K - $341K
|
12.8K
$400K
|
|
|
Feb 12, 2024
Q4 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
12.6K+ 6.05% |
$298K - $334K
|
220K
$6.88M
|
|
|
Feb 08, 2024
Q4 2023
|
Curi Wealth Management, LLC
|
BUY
|
- |
12.1KNew |
$288K - $323K
|
12.1K
$379K
|
|
|
Jan 16, 2024
Q4 2023
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
11.7KNew |
$277K - $310K
|
11.7K
$364K
|
|
|
Jan 10, 2024
Q4 2023
|
Worth Asset Management, LLC
|
BUY
|
- |
11.5KNew |
$273K - $306K
|
11.5K
$359K
|
|
|
Feb 09, 2024
Q4 2023
|
L.M. Kohn & Company
|
BUY
|
- |
11.1K+ 26.22% |
$264K - $296K
|
53.6K
$1.67M
|
|
|
Feb 12, 2024
Q4 2023
|
Sonoma Private Wealth LLC
San Francisco, CA |
BUY
|
- |
11.1KNew |
$263K - $296K
|
11.1K
$347K
|
|
|
Jan 10, 2024
Q4 2023
|
Wealth Alliance Advisory Group, LLC
|
BUY
|
- |
10.2K+ 3.8% |
$243K - $272K
|
280K
$8.74M
|
|
|
Mar 15, 2024
Q4 2023
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
9.88K+ 22.0% |
$234K - $263K
|
54.8K
$1.71M
|
|
|
Jan 30, 2024
Q4 2023
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
BUY
|
- |
9.7KNew |
$230K - $258K
|
9.7K
$303K
|
|
|
Jan 30, 2024
Q4 2023
|
Drake & Associates, LLC
Waukesha, WI |
BUY
|
- |
9.48K+ 2.86% |
$225K - $252K
|
341K
$10.6M
|
|
|
Feb 22, 2024
Q4 2023
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
9.11KNew |
$216K - $242K
|
9.11K
$284K
|
|
|
Feb 07, 2024
Q4 2023
|
Integrity Financial Corp
|
BUY
|
- |
8.66K+ 7.09% |
$205K - $230K
|
131K
$4.08M
|
|
|
Feb 13, 2024
Q4 2023
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
8.15KNew |
$193K - $217K
|
8.15K
$254K
|
|
|
Jan 18, 2024
Q4 2023
|
Procyon Advisors, LLC
|
BUY
|
- |
7.83KNew |
$186K - $208K
|
7.83K
$244K
|
|
|
Feb 02, 2024
Q4 2023
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
7.69KNew |
$182K - $205K
|
7.69K
$240K
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
7.06K+ 7.55% |
$167K - $188K
|
101K
$3.14M
|
|
|
Jan 23, 2024
Q4 2023
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
5.15K+ 16.48% |
$122K - $137K
|
36.4K
$1.14M
|