Purchases and Sales Made in Q4 2024 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 2024. 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 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
2.34MNew |
$69.7M - $72.2M
|
2.34M
$72.8M
|
|
|
Jan 14, 2025
Q4 2024
|
Rovin Capital
|
BUY
|
- |
577K+ 867.81% |
$17.1M - $17.8M
|
643K
$20M
|
|
|
Jan 17, 2025
Q4 2024
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
BUY
|
- |
559KNew |
$16.6M - $17.2M
|
559K
$17.4M
|
|
|
Jan 27, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
554K+ 5710.26% |
$16.5M - $17.1M
|
564K
$17.5M
|
|
|
Feb 03, 2025
Q4 2024
|
Pmg Wealth Management, Inc.
Hawthorn Woods, IL |
BUY
|
- |
229KNew |
$6.8M - $7.05M
|
229K
$7.11M
|
|
|
Jan 29, 2025
Q4 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
225K+ 21.02% |
$6.68M - $6.92M
|
1.29M
$40.2M
|
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
207K+ 34.87% |
$6.14M - $6.37M
|
799K
$24.8M
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
183KNew |
$5.44M - $5.64M
|
183K
$5.69M
|
|
|
Jan 13, 2025
Q4 2024
|
Cooper Financial Group
|
BUY
|
- |
180K+ 71.25% |
$5.34M - $5.53M
|
432K
$13.4M
|
|
|
Feb 05, 2025
Q4 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
179K+ 499.28% |
$5.33M - $5.53M
|
215K
$6.69M
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
176K+ 10.5% |
$5.25M - $5.44M
|
1.86M
$57.7M
|
|
|
Jan 17, 2025
Q4 2024
|
Seros Financial, LLC
Tempe, AZ |
BUY
|
- |
173KNew |
$5.14M - $5.33M
|
173K
$5.37M
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
170K+ 12.68% |
$5.04M - $5.22M
|
1.51M
$46.8M
|
|
|
Jan 17, 2025
Q4 2024
|
Madrona Financial Services, LLC
|
BUY
|
- |
158K+ 119.06% |
$4.69M - $4.86M
|
290K
$9.01M
|
|
|
Jan 16, 2025
Q4 2024
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
139K+ 13.78% |
$4.13M - $4.28M
|
1.15M
$35.6M
|
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
138K+ 21.66% |
$4.1M - $4.25M
|
775K
$24.1M
|
|
|
Jan 29, 2025
Q4 2024
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
BUY
|
- |
128K+ 130.24% |
$3.81M - $3.94M
|
226K
$7.03M
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
127K+ 8.59% |
$3.77M - $3.91M
|
1.6M
$49.9M
|
|
|
Jan 23, 2025
Q4 2024
|
Five Pine Wealth Management
Coeur D Alene, ID |
BUY
|
- |
123KNew |
$3.66M - $3.79M
|
123K
$3.82M
|
|
|
Feb 05, 2025
Q4 2024
|
Noble Wealth Management Pbc
Greenwood Village, CO |
BUY
|
- |
113KNew |
$3.37M - $3.49M
|
113K
$3.52M
|
|
|
Feb 03, 2025
Q4 2024
|
Howard Capital Management Inc.
|
BUY
|
- |
113K+ 106.94% |
$3.36M - $3.48M
|
219K
$6.79M
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
BUY
|
- |
99K+ 8.53% |
$2.94M - $3.05M
|
1.26M
$39.1M
|
|
|
Jan 21, 2025
Q4 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
97.3K+ 50.93% |
$2.89M - $3M
|
288K
$8.96M
|
|
|
Jan 22, 2025
Q4 2024
|
Nvest Financial, LLC
|
BUY
|
- |
89.9KNew |
$2.67M - $2.77M
|
89.9K
$2.79M
|
|
|
Jan 14, 2025
Q4 2024
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
BUY
|
- |
85.9K+ 9.64% |
$2.55M - $2.65M
|
977K
$30.3M
|
|
|
Jan 16, 2025
Q4 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
81.3KNew |
$2.42M - $2.5M
|
81.3K
$2.53M
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
76.2K+ 23.67% |
$2.27M - $2.35M
|
398K
$12.4M
|
|
|
Feb 05, 2025
Q4 2024
|
Ergawealth Advisors, Inc.
Oak Brook, IL |
BUY
|
- |
72.4K+ 27.16% |
$2.15M - $2.23M
|
339K
$10.5M
|
|
|
Feb 06, 2025
Q4 2024
|
Symphony Financial Services, Inc.
Akron, OH |
BUY
|
- |
72.3KNew |
$2.15M - $2.23M
|
72.3K
$2.24M
|
|
|
Feb 04, 2025
Q4 2024
|
Wt Wealth Management
|
BUY
|
- |
69.7KNew |
$2.07M - $2.15M
|
69.7K
$2.17M
|
|
|
Jan 21, 2025
Q4 2024
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
65KNew |
$1.93M - $2M
|
65K
$2.02M
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
59.6K+ 4.53% |
$1.77M - $1.83M
|
1.37M
$42.7M
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
58K+ 13.85% |
$1.73M - $1.79M
|
477K
$14.8M
|
|
|
Feb 05, 2025
Q4 2024
|
Jacobi Capital Management LLC
|
BUY
|
- |
57.6K+ 43.64% |
$1.71M - $1.77M
|
189K
$5.89M
|
|
|
Jan 22, 2025
Q4 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
56K+ 180.7% |
$1.66M - $1.72M
|
86.9K
$2.7M
|
|
|
Feb 03, 2025
Q4 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
54K+ 15.04% |
$1.61M - $1.67M
|
414K
$12.8M
|
|
|
Jan 30, 2025
Q4 2024
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
46.5K+ 12.34% |
$1.38M - $1.43M
|
423K
$13.2M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
44.7K+ 6.84% |
$1.33M - $1.38M
|
698K
$21.7M
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
39.9K+ 8.71% |
$1.19M - $1.23M
|
498K
$15.5M
|
|
|
Feb 03, 2025
Q4 2024
|
Lane & Associates LLC
Moorestown, NJ |
BUY
|
- |
38.9KNew |
$1.16M - $1.2M
|
38.9K
$1.21M
|
|
|
Jan 13, 2025
Q4 2024
|
Ignite Planners, LLC
|
BUY
|
- |
38.5K+ 6.9% |
$1.14M - $1.19M
|
596K
$18.5M
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
34.6K+ 15.57% |
$1.03M - $1.07M
|
257K
$7.98M
|
|
|
Feb 04, 2025
Q4 2024
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
33.8KNew |
$1M - $1.04M
|
33.8K
$1.05M
|
|
|
Feb 06, 2025
Q4 2024
|
Sonoma Private Wealth LLC
San Francisco, CA |
BUY
|
- |
31.2KNew |
$927K - $960K
|
31.2K
$969K
|
|
|
Feb 06, 2025
Q4 2024
|
Meridian Wealth Management, LLC
|
BUY
|
- |
29.7K+ 9.15% |
$883K - $915K
|
354K
$11M
|
|
|
Jan 22, 2025
Q4 2024
|
Falcon Wealth Planning
|
BUY
|
- |
28.4K+ 52.36% |
$843K - $874K
|
82.6K
$2.56M
|
|
|
Jan 08, 2025
Q4 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
27.6KNew |
$821K - $851K
|
27.6K
$858K
|
|
|
Jan 10, 2025
Q4 2024
|
Hbw Advisory Services LLC
|
BUY
|
- |
27.4K+ 9.82% |
$814K - $844K
|
306K
$9.51M
|
|
|
Feb 04, 2025
Q4 2024
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
26.4K+ 9.53% |
$786K - $815K
|
304K
$9.44M
|
|
|
Jan 27, 2025
Q4 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
24.9K+ 55.46% |
$740K - $767K
|
69.8K
$2.17M
|