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 15, 2024
Q4 2023
|
Townsquare Capital LLC
|
SELL
|
- |
-2.21K- 0.38% |
$52.4K - $58.8K
|
581K
$18.1M
|
|
|
Jan 17, 2024
Q4 2023
|
Echo Wealth Management, LLC
|
SELL
|
- |
-2.46K- 21.85% |
$58.3K - $65.4K
|
8.8K
$275K
|
|
|
Jan 12, 2024
Q4 2023
|
Rda Financial Network
|
SELL
|
- |
-2.88K- 5.5% |
$68.4K - $76.7K
|
49.6K
$1.55M
|
|
|
Feb 14, 2024
Q4 2023
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-3.61K- 2.8% |
$85.5K - $95.9K
|
125K
$3.9M
|
|
|
Jan 16, 2024
Q4 2023
|
Hbw Advisory Services LLC
|
SELL
|
- |
-3.89K- 5.68% |
$92.3K - $104K
|
64.7K
$2.02M
|
|
|
Jan 31, 2024
Q4 2023
|
Onyx Bridge Wealth Group LLC
|
SELL
|
- |
-4.55K- 4.44% |
$108K - $121K
|
97.9K
$3.06M
|
|
|
Feb 16, 2024
Q4 2023
|
Trail Ridge Investment Advisors, LLC
|
SELL
|
- |
-4.65K- 3.54% |
$110K - $124K
|
127K
$3.95M
|
|
|
Feb 06, 2024
Q4 2023
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-5.44K- 45.07% |
$129K - $145K
|
6.63K
$207K
|
|
|
Jan 09, 2024
Q4 2023
|
Purus Wealth Management, LLC
|
SELL
|
- |
-5.67K- 2.64% |
$135K - $151K
|
209K
$6.53M
|
|
|
Feb 13, 2024
Q4 2023
|
Private Advisory Group LLC
Redmond, WA |
SELL
|
- |
-6.94K- 17.57% |
$165K - $185K
|
32.6K
$1.02M
|
|
|
Jan 10, 2024
Q4 2023
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-6.97K- 41.81% |
$165K - $185K
|
9.69K
$303K
|
|
|
Feb 08, 2024
Q4 2023
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-7K- 6.41% |
$166K - $186K
|
102K
$3.19M
|
|
|
Jan 12, 2024
Q4 2023
|
Sweet Financial Partners, LLC
|
SELL
|
- |
-7.18K- 1.42% |
$170K - $191K
|
499K
$15.6M
|
|
|
Jan 25, 2024
Q4 2023
|
Madrona Financial Services, LLC
|
SELL
|
- |
-7.24K- 7.24% |
$172K - $193K
|
92.8K
$2.9M
|
|
|
Aug 16, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-7.26K- 36.14% |
$172K - $193K
|
12.8K
$401K
|
|
|
Feb 29, 2024
Q4 2023
|
Scarborough Advisors, LLC
Annapolis, MD |
SELL
|
- |
-7.29K- 80.1% |
$173K - $194K
|
1.81K
$56.6K
|
|
|
Feb 08, 2024
Q4 2023
|
North Rock Partners, LLC
|
SELL
|
- |
-7.54K- 2.77% |
$179K - $201K
|
264K
$8.25M
|
|
|
Feb 12, 2024
Q4 2023
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
SELL
|
- |
-8.35K- 7.44% |
$198K - $222K
|
104K
$3.24M
|
|
|
Feb 12, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-8.51K- 67.03% |
$202K - $226K
|
4.19K
$131K
|
|
|
Jan 18, 2024
Q4 2023
|
Tfb Advisors LLC
Overland Park, KS |
SELL
|
- |
-8.73K- 10.09% |
$207K - $232K
|
77.7K
$2.43M
|
|
|
Jan 05, 2024
Q4 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-9.19K- 1.51% |
$218K - $244K
|
598K
$18.7M
|
|
|
Feb 14, 2024
Q4 2023
|
Vital Stone Financial, LLC
Shavano Park, TX |
SELL
|
- |
-9.53K- 4.99% |
$226K - $253K
|
181K
$5.66M
|
|
|
Jan 09, 2024
Q4 2023
|
Columbia Advisory Partners LLC
|
SELL
|
- |
-10.6K- 4.23% |
$252K - $283K
|
241K
$7.53M
|
|
|
Jan 24, 2024
Q4 2023
|
Arkadios Wealth Advisors
|
SELL
|
- |
-15.2K- 2.17% |
$360K - $403K
|
683K
$21.3M
|
|
|
Dec 26, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-16.5K- 79.75% |
$391K - $439K
|
4.19K
$131K
|
|
|
Feb 14, 2024
Q4 2023
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-16.6K- 15.88% |
$395K - $443K
|
88.2K
$2.75M
|
|
|
Feb 12, 2024
Q4 2023
|
F Dx Advisors, Inc.
|
SELL
|
- |
-17.1K- 3.67% |
$405K - $454K
|
448K
$14M
|
|
|
Feb 09, 2024
Q4 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-23K- 2.13% |
$546K - $613K
|
1.06M
$33.1M
|
|
|
Jan 22, 2024
Q4 2023
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-25.5K- 31.98% |
$606K - $680K
|
54.3K
$1.7M
|
|
|
May 15, 2024
Q4 2023
|
Pom Investment Strategies, LLC
Raleigh, NC |
SELL
|
- |
-26.4K- 6.13% |
$627K - $703K
|
405K
$12.6M
|
|
|
Feb 07, 2024
Q4 2023
|
Iams Wealth Management, LLC
Omaha, NE |
SELL
|
- |
-27.6K- 19.69% |
$655K - $735K
|
113K
$3.52M
|
|
|
Jan 18, 2024
Q4 2023
|
Navalign, LLC
|
SELL
|
- |
-30.8K- 31.89% |
$731K - $820K
|
65.9K
$2.06M
|
|
|
Jan 18, 2024
Q4 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-31.5K- 62.41% |
$748K - $839K
|
19K
$593K
|
|
|
Jan 24, 2024
Q4 2023
|
Triton Wealth Management, Pllc
|
SELL
|
- |
-35.9K- 13.42% |
$851K - $955K
|
232K
$7.23M
|
|
|
Feb 02, 2024
Q4 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-36.2K- 3.56% |
$859K - $964K
|
982K
$30.7M
|
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-40.5K- 38.1% |
$960K - $1.08M
|
65.8K
$2.05M
|
|
|
Jan 10, 2024
Q4 2023
|
Alliance Wealth Advisors, LLC
|
SELL
|
- |
-43.3K- 63.18% |
$1.03M - $1.15M
|
25.3K
$788K
|
|
|
Feb 09, 2024
Q4 2023
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-63.5K- 30.61% |
$1.51M - $1.69M
|
144K
$4.49M
|
|
|
Jan 29, 2024
Q4 2023
|
Clarus Group, Inc.
|
SELL
|
- |
-64.4K- 24.98% |
$1.53M - $1.71M
|
194K
$6.04M
|
|
|
Feb 01, 2024
Q4 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-76.6K- 49.52% |
$1.82M - $2.04M
|
78.1K
$2.44M
|
|
|
Jan 25, 2024
Q4 2023
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-80.8K- 11.22% |
$1.92M - $2.15M
|
640K
$20M
|
|
|
Feb 12, 2024
Q4 2023
|
Money Concepts Capital Corp
|
SELL
|
- |
-129K- 46.28% |
$3.05M - $3.42M
|
149K
$4.66M
|
|
|
Feb 14, 2024
Q4 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-134K- 52.6% |
$3.17M - $3.56M
|
121K
$3.76M
|
|
|
Feb 12, 2024
Q4 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-158K- 23.41% |
$3.76M - $4.21M
|
518K
$16.2M
|
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-188K- 4.43% |
$4.46M - $5.01M
|
4.06M
$127M
|