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
|
Sonoma Private Wealth LLC
San Francisco, CA |
BUY
|
- |
31.2KNew |
$927K - $960K
|
31.2K
$935K
|
|
|
Feb 12, 2025
Q4 2024
|
Bullseye Investment Management, LLC
|
BUY
|
- |
30.3KNew |
$901K - $933K
|
30.3K
$908K
|
|
|
Feb 07, 2025
Q4 2024
|
Riverbend Wealth Management, LLC
Myrtle Beach, SC |
BUY
|
- |
29.9KNew |
$888K - $920K
|
29.9K
$895K
|
|
|
Feb 06, 2025
Q4 2024
|
Meridian Wealth Management, LLC
|
BUY
|
- |
29.7K+ 9.15% |
$883K - $915K
|
354K
$10.6M
|
|
|
Feb 14, 2025
Q4 2024
|
First Heartland Consultants, Inc.
|
BUY
|
- |
28.9K+ 46.28% |
$860K - $891K
|
91.4K
$2.74M
|
|
|
Jan 22, 2025
Q4 2024
|
Falcon Wealth Planning
|
BUY
|
- |
28.4K+ 52.36% |
$843K - $874K
|
82.6K
$2.47M
|
|
|
Feb 14, 2025
Q4 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
28.2K+ 8.04% |
$838K - $869K
|
379K
$11.4M
|
|
|
Jan 08, 2025
Q4 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
27.6KNew |
$821K - $851K
|
27.6K
$828K
|
|
|
Jan 10, 2025
Q4 2024
|
Hbw Advisory Services LLC
|
BUY
|
- |
27.4K+ 9.82% |
$814K - $844K
|
306K
$9.18M
|
|
|
Feb 13, 2025
Q4 2024
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
26.6K+ 156.23% |
$790K - $818K
|
43.6K
$1.31M
|
|
|
Feb 13, 2025
Q4 2024
|
Legacy Investment Solutions, LLC
Meridian, ID |
BUY
|
- |
26.6K+ 156.23% |
$790K - $818K
|
43.6K
$1.31M
|
|
|
Feb 04, 2025
Q4 2024
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
26.4K+ 9.53% |
$786K - $815K
|
304K
$9.11M
|
|
|
Feb 07, 2025
Q4 2024
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
25.1K+ 3.25% |
$746K - $773K
|
797K
$23.9M
|
|
|
Jan 27, 2025
Q4 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
24.9K+ 55.46% |
$740K - $767K
|
69.8K
$2.09M
|
|
|
Feb 10, 2025
Q4 2024
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
23.5KNew |
$697K - $723K
|
23.5K
$703K
|
|
|
Jan 13, 2025
Q4 2024
|
Psi Advisors, LLC
|
BUY
|
- |
23K+ 5.96% |
$685K - $710K
|
409K
$12.3M
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
22.9K+ 6.37% |
$681K - $706K
|
383K
$11.5M
|
|
|
Feb 04, 2025
Q4 2024
|
Edge Capital Group, LLC
|
BUY
|
- |
22.8K+ 11.51% |
$677K - $702K
|
221K
$6.62M
|
|
|
Feb 07, 2025
Q4 2024
|
Paragon Private Wealth Management, LLC
|
BUY
|
- |
22.8KNew |
$677K - $701K
|
22.8K
$683K
|
|
|
Feb 10, 2025
Q4 2024
|
Drake & Associates, LLC
Waukesha, WI |
BUY
|
- |
22K+ 5.76% |
$655K - $679K
|
405K
$12.1M
|
|
|
Jan 30, 2025
Q4 2024
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
20.3K+ 52.62% |
$604K - $626K
|
58.9K
$1.77M
|
|
|
Jan 29, 2025
Q4 2024
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
20.1K+ 65.92% |
$596K - $618K
|
50.5K
$1.51M
|
|
|
Jan 24, 2025
Q4 2024
|
Financial Futures LTD Liability Co.
|
BUY
|
- |
19.9K+ 9.43% |
$593K - $614K
|
231K
$6.94M
|
|
|
Feb 06, 2025
Q4 2024
|
Keystone Wealth Services, LLC
|
BUY
|
- |
19.7K+ 56.48% |
$587K - $608K
|
54.7K
$1.64M
|
|
|
Feb 13, 2025
Q4 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
19.7K+ 22.38% |
$586K - $608K
|
108K
$3.23M
|
|
|
Feb 12, 2025
Q4 2024
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
BUY
|
- |
19.4KNew |
$577K - $598K
|
19.4K
$582K
|
|
|
Feb 07, 2025
Q4 2024
|
Capasso Planning Partners LLC
Charleston, SC |
BUY
|
- |
19.1KNew |
$569K - $590K
|
19.1K
$574K
|
|
|
Jan 21, 2025
Q4 2024
|
Encompass More Asset Management
Danville, CA |
BUY
|
- |
19K+ 13.41% |
$566K - $587K
|
161K
$4.83M
|
|
|
Feb 13, 2025
Q4 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
18.4K+ 6.7% |
$546K - $566K
|
293K
$8.77M
|
|
|
Jan 29, 2025
Q4 2024
|
Perissos Private Wealth Management, LLC
Bethany, OK |
BUY
|
- |
18.3K+ 48.2% |
$544K - $564K
|
56.3K
$1.69M
|
|
|
Feb 07, 2025
Q4 2024
|
Axis Wealth Partners, LLC
East Providence, RI |
BUY
|
- |
18KNew |
$535K - $554K
|
18K
$539K
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
17.6K+ 5.77% |
$522K - $541K
|
322K
$9.65M
|
|
|
Feb 14, 2025
Q4 2024
|
Core Wealth Advisors, Inc.
Lakeland, FL |
BUY
|
- |
17.4K+ 17.22% |
$516K - $535K
|
118K
$3.54M
|
|
|
Feb 25, 2025
Q4 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
16.3K+ 10.16% |
$486K - $504K
|
177K
$5.31M
|
|
|
Jan 29, 2025
Q4 2024
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
16.2KNew |
$481K - $499K
|
16.2K
$485K
|
|
|
Feb 28, 2025
Q4 2024
|
Bridge Port Financial Solutions, LLC
Fairfield, IA |
BUY
|
- |
15.7KNew |
$467K - $484K
|
15.7K
$471K
|
|
|
Jan 22, 2025
Q4 2024
|
Lighthouse Wealth Management Inc.
Ashland, OH |
BUY
|
- |
15.6KNew |
$465K - $482K
|
15.6K
$469K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
15.6K+ 18.46% |
$463K - $480K
|
100K
$3M
|
|
|
Jan 31, 2025
Q4 2024
|
Key F Inancial Inc
|
BUY
|
- |
15.4K+ 4.15% |
$458K - $474K
|
386K
$11.6M
|
|
|
Jan 27, 2025
Q4 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
15.3K+ 3.76% |
$456K - $473K
|
424K
$12.7M
|
|
|
Jan 31, 2025
Q4 2024
|
Good Life Advisors, LLC
|
BUY
|
- |
15K+ 1.79% |
$447K - $463K
|
855K
$25.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Vista Cima Wealth Management LLC
Surprise, AZ |
BUY
|
- |
15KNew |
$445K - $461K
|
15K
$449K
|
|
|
Jan 23, 2025
Q4 2024
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
- |
14.9K+ 10.66% |
$444K - $460K
|
155K
$4.65M
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
13.7K+ 17.28% |
$408K - $423K
|
93.2K
$2.79M
|
|
|
Feb 04, 2025
Q4 2024
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
13.4K+ 5.12% |
$399K - $413K
|
275K
$8.26M
|
|
|
Feb 20, 2025
Q4 2024
|
Michels Family Financial, LLC
Fort Worth, TX |
BUY
|
- |
13KNew |
$386K - $400K
|
13K
$389K
|
|
|
Jan 22, 2025
Q4 2024
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
12.8KNew |
$380K - $394K
|
12.8K
$384K
|
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
12.7K+ 3.29% |
$376K - $390K
|
397K
$11.9M
|
|
|
Jan 08, 2025
Q4 2024
|
First Hawaiian Bank
|
BUY
|
- |
12.5K+ 14.79% |
$373K - $386K
|
97.2K
$2.91M
|
|
|
Feb 10, 2025
Q4 2024
|
Ssi Investment Management LLC
Los Angeles, CA |
BUY
|
- |
12.5K+ 6.9% |
$371K - $385K
|
193K
$5.8M
|