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 25, 2024
Q4 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
4.64K+ 21.92% |
$110K - $124K
|
25.8K
$806K
|
|
|
Jan 31, 2024
Q4 2023
|
Western Wealth Management, LLC
|
BUY
|
- |
4.47K+ 7.97% |
$106K - $119K
|
60.6K
$1.89M
|
|
|
Jan 12, 2024
Q4 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
4.32K+ 12.36% |
$102K - $115K
|
39.2K
$1.22M
|
|
|
Feb 14, 2024
Q4 2023
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
3.67KNew |
$87K - $97.6K
|
3.67K
$115K
|
|
|
Feb 01, 2024
Q4 2023
|
Psi Advisors, LLC
|
BUY
|
- |
3.52K+ 3.46% |
$83.5K - $93.7K
|
105K
$3.29M
|
|
|
Jan 26, 2024
Q4 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
3.4KNew |
$80.5K - $90.4K
|
3.4K
$106K
|
|
|
Feb 01, 2024
Q4 2023
|
Larson Financial Group LLC
|
BUY
|
- |
3.2K+ 9.95% |
$75.8K - $85K
|
35.3K
$1.1M
|
|
|
Jan 16, 2024
Q4 2023
|
Cooper Financial Group
|
BUY
|
- |
2.96K+ 12.08% |
$70.1K - $78.7K
|
27.5K
$857K
|
|
|
Feb 12, 2024
Q4 2023
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
2.7K+ 6.35% |
$64K - $71.8K
|
45.2K
$1.41M
|
|
|
Feb 13, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
2.26K+ 21.32% |
$53.5K - $60K
|
12.8K
$401K
|
|
|
Jan 29, 2024
Q4 2023
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
2.01K+ 22.19% |
$47.6K - $53.4K
|
11.1K
$345K
|
|
|
Jan 09, 2024
Q4 2023
|
Lion Street Advisors, LLC
|
BUY
|
- |
2K+ 5.36% |
$47.3K - $53.1K
|
39.2K
$1.22M
|
|
|
Feb 13, 2024
Q4 2023
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
1.72K+ 8.57% |
$40.8K - $45.7K
|
21.8K
$680K
|
|
|
Feb 07, 2024
Q4 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
1.49KNew |
$35.3K - $39.6K
|
1.49K
$46.5K
|
|
|
Feb 12, 2024
Q4 2023
|
Harvest Investment Services, LLC
|
BUY
|
- |
1.36K+ 9.36% |
$32.2K - $36.1K
|
15.9K
$496K
|
|
|
Mar 12, 2024
Q4 2023
|
Rovin Capital
|
BUY
|
- |
1.29K+ 5.74% |
$30.7K - $34.4K
|
23.8K
$744K
|
|
|
Jan 11, 2024
Q4 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
1.29K+ 8.46% |
$30.5K - $34.2K
|
16.5K
$515K
|
|
|
Jan 19, 2024
Q4 2023
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
1.27K+ 2.72% |
$30K - $33.7K
|
47.8K
$1.49M
|
|
|
Jan 10, 2024
Q4 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
1.24KNew |
$29.5K - $33.1K
|
1.24K
$38.8K
|
|
|
Jan 31, 2024
Q4 2023
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
BUY
|
- |
1.23K+ 12.85% |
$29.1K - $32.6K
|
10.8K
$336K
|
|
|
May 15, 2024
Q4 2023
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
1.03KNew |
$24.3K - $27.3K
|
1.03K
$32K
|
|
|
Feb 09, 2024
Q4 2023
|
Assetmark, Inc
|
BUY
|
- |
1KNew |
$23.8K - $26.7K
|
1K
$31.3K
|
|
|
Jun 26, 2024
Q4 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
1K+ 55.56% |
$23.7K - $26.6K
|
2.8K
$87.4K
|
|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
BUY
|
- |
925New |
$21.9K - $24.6K
|
925
$28.9K
|
|
|
Jan 10, 2024
Q4 2023
|
Sound Income Strategies, LLC
|
BUY
|
- |
897New |
$21.3K - $23.9K
|
897
$28K
|
|
|
Jan 08, 2024
Q4 2023
|
Ignite Planners, LLC
|
BUY
|
- |
881+ 1.59% |
$20.9K - $23.4K
|
56.4K
$1.76M
|
|
|
Feb 14, 2024
Q4 2023
|
Lm Advisors LLC
San Diego, CA |
BUY
|
- |
840New |
$19.9K - $22.3K
|
840
$26.2K
|
|
|
Feb 09, 2024
Q4 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
775+ 6.29% |
$18.4K - $20.6K
|
13.1K
$409K
|
|
|
Feb 02, 2024
Q4 2023
|
Magnolia Capital Advisors LLC
Jackson, MS |
BUY
|
- |
603+ 1.1% |
$14.3K - $16K
|
55.4K
$1.73M
|
|
|
Jan 23, 2024
Q4 2023
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
500New |
$11.9K - $13.3K
|
500
$15.6K
|
|
|
Feb 06, 2024
Q4 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
443+ 0.45% |
$10.5K - $11.8K
|
99K
$3.09M
|
|
|
Feb 14, 2024
Q4 2023
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
415+ 3.13% |
$9.84K - $11K
|
13.7K
$427K
|
|
|
Jan 30, 2024
Q4 2023
|
Macroview Investment Management LLC
|
BUY
|
- |
389New |
$9.22K - $10.3K
|
389
$12.1K
|
|
|
Jan 10, 2024
Q4 2023
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
378+ 3.27% |
$8.96K - $10.1K
|
11.9K
$372K
|
|
|
Jan 26, 2024
Q4 2023
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
370New |
$8.77K - $9.84K
|
370
$11.6K
|
|
|
Jan 10, 2024
Q4 2023
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
271+ 1.33% |
$6.43K - $7.21K
|
20.6K
$642K
|
|
|
Feb 09, 2024
Q4 2023
|
Covestor LTD
Boston, MA |
BUY
|
- |
270New |
$6.4K - $7.18K
|
270
$8.43K
|
|
|
Feb 08, 2024
Q4 2023
|
Ssi Investment Management LLC
Los Angeles, CA |
BUY
|
- |
86+ 0.05% |
$2.04K - $2.29K
|
184K
$5.76M
|
|
|
Jan 10, 2024
Q4 2023
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
61New |
$1.45K - $1.62K
|
61
$1.9K
|
|
|
Aug 08, 2024
Q4 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
30New |
$711 - $798
|
30
$937
|
|
|
Feb 05, 2024
Q4 2023
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-118- 0.46% |
$2.8K - $3.14K
|
25.6K
$799K
|
|
|
Feb 01, 2024
Q4 2023
|
Masso Torrence Wealth Management Inc.
|
SELL
|
- |
-207- 2.46% |
$4.91K - $5.51K
|
8.2K
$256K
|
|
|
Jan 08, 2024
Q4 2023
|
Castle Rock Wealth Management, LLC
|
SELL
|
- |
-250- 2.83% |
$5.93K - $6.65K
|
8.59K
$268K
|
|
|
Feb 07, 2024
Q4 2023
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-253- 5.03% |
$6K - $6.73K
|
4.78K
$149K
|
|
|
Feb 13, 2024
Q4 2023
|
Stephens Inc
|
SELL
|
- |
-320- 0.84% |
$7.59K - $8.51K
|
37.9K
$1.18M
|
|
|
Feb 07, 2024
Q4 2023
|
Private Portfolio Partners LLC
|
SELL
|
- |
-395- 4.52% |
$9.37K - $10.5K
|
8.34K
$260K
|
|
|
Sep 11, 2024
Q4 2023
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-626- 3.12% |
$14.8K - $16.7K
|
19.5K
$608K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-694- 1.03% |
$16.5K - $18.5K
|
66.9K
$2.09M
|
|
|
Jan 05, 2024
Q4 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
SELL
|
- |
-1.31K- 0.34% |
$31K - $34.8K
|
389K
$12.1M
|
|
|
Jan 24, 2024
Q4 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-1.35K- 6.29% |
$32K - $35.9K
|
20.1K
$628K
|