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 14, 2025
Q4 2024
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-5.53K- 30.98% |
$164K - $170K
|
12.3K
$385K
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
SELL
|
- |
-6.19K- 4.8% |
$184K - $191K
|
123K
$3.83M
|
|
Feb 13, 2025
Q4 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-6.54K- 19.94% |
$194K - $201K
|
26.2K
$819K
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-7.46K- 3.58% |
$222K - $230K
|
201K
$6.27M
|
|
Feb 07, 2025
Q4 2024
|
Simplicity Wealth,Llc
|
SELL
|
- |
-11.1K- 13.83% |
$331K - $343K
|
69.4K
$2.17M
|
|
Jan 13, 2025
Q4 2024
|
Hfg Wealth Management, LLC
The Woodlands, TX |
SELL
|
- |
-11.6K- 5.4% |
$346K - $359K
|
204K
$6.37M
|
|
Feb 04, 2025
Q4 2024
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-12.2K- 9.02% |
$362K - $376K
|
123K
$3.84M
|
|
Jan 27, 2025
Q4 2024
|
Centennial Wealth Advisory LLC
|
SELL
|
- |
-14.4K- 2.91% |
$429K - $444K
|
481K
$15M
|
|
Feb 05, 2025
Q4 2024
|
Schulz Wealth, Ltd.
Mansfield, TX |
SELL
|
- |
-14.6K- 4.46% |
$434K - $450K
|
313K
$9.78M
|
|
Feb 13, 2025
Q4 2024
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-16.4K- 62.17% |
$486K - $504K
|
9.95K
$311K
|
|
Feb 13, 2025
Q4 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-16.7K- 6.78% |
$496K - $514K
|
230K
$7.17M
|
|
Jan 13, 2025
Q4 2024
|
Tsfg, LLC
|
SELL
|
- |
-17.1K- 10.85% |
$508K - $527K
|
141K
$4.39M
|
|
Feb 14, 2025
Q4 2024
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-17.7K- 28.86% |
$527K - $547K
|
43.7K
$1.37M
|
|
Feb 03, 2025
Q4 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-19.7K- 5.44% |
$585K - $606K
|
342K
$10.7M
|
|
Feb 07, 2025
Q4 2024
|
Tower Wealth Partners, Inc.
Lewisburg, PA |
SELL
|
- |
-23.3K- 6.29% |
$694K - $719K
|
348K
$10.9M
|
|
Jan 22, 2025
Q4 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-24.2K- 99.9% |
$720K - $746K
|
25
$781
|
|
Jan 30, 2025
Q4 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-24.8K- 4.25% |
$736K - $763K
|
559K
$17.4M
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-24.8K- 14.57% |
$737K - $764K
|
145K
$4.54M
|
|
Feb 07, 2025
Q4 2024
|
Solitude Financial Services
|
SELL
|
- |
-28.7K- 7.08% |
$854K - $885K
|
377K
$11.8M
|
|
Feb 07, 2025
Q4 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-31.4K- 54.84% |
$933K - $967K
|
25.9K
$807K
|
|
Jan 23, 2025
Q4 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-39.4K- 18.44% |
$1.17M - $1.21M
|
174K
$5.44M
|
|
Jan 27, 2025
Q4 2024
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-42.4K- 81.51% |
$1.26M - $1.31M
|
9.61K
$300K
|
|
Jan 22, 2025
Q4 2024
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-46.9K- 69.74% |
$1.39M - $1.44M
|
20.3K
$635K
|
|
Jan 15, 2025
Q4 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-50.3K- 55.41% |
$1.5M - $1.55M
|
40.5K
$1.26M
|
|
Feb 12, 2025
Q4 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-66.2K- 55.97% |
$1.97M - $2.04M
|
52K
$1.62M
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-66.8K- 2.25% |
$1.99M - $2.06M
|
2.9M
$90.5M
|
|
Feb 13, 2025
Q4 2024
|
Concorde Asset Management, LLC
|
SELL
|
- |
-66.9K- 19.07% |
$1.99M - $2.06M
|
284K
$8.87M
|
|
Jan 21, 2025
Q4 2024
|
Andina Capital Management, LLC
Lehi, UT |
SELL
|
- |
-71.3K- 34.98% |
$2.12M - $2.2M
|
132K
$4.13M
|
|
Feb 12, 2025
Q4 2024
|
Old Mission Capital LLC
|
SELL
|
- |
-81.7K- 61.79% |
$2.43M - $2.52M
|
50.5K
$1.58M
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
SELL
|
- |
-97.7K- 2.13% |
$2.9M - $3.01M
|
4.49M
$140M
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-103K- 51.76% |
$3.06M - $3.17M
|
95.8K
$2.99M
|
|
Jan 31, 2025
Q4 2024
|
Philip James Wealth Mangement, LLC
Milton, GA |
SELL
|
- |
-135K- 87.92% |
$4.02M - $4.16M
|
18.6K
$579K
|
|
Jan 23, 2025
Q4 2024
|
N.E.W. Advisory Services LLC
|
SELL
|
- |
-144K- 74.65% |
$4.28M - $4.43M
|
48.9K
$1.53M
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-160K- 98.9% |
$4.75M - $4.92M
|
1.78K
$55.5K
|
|
Jan 13, 2025
Q4 2024
|
Columbia Advisory Partners LLC
|
SELL
|
- |
-161K- 75.4% |
$4.8M - $4.97M
|
52.7K
$1.64M
|
|
Jan 16, 2025
Q4 2024
|
Purus Wealth Management, LLC
|
SELL
|
- |
-163K- 75.14% |
$4.86M - $5.03M
|
54K
$1.69M
|
|
Jan 28, 2025
Q4 2024
|
Stephens Inc
|
SELL
|
- |
-186K- 76.92% |
$5.52M - $5.72M
|
55.7K
$1.74M
|
|
Jan 23, 2025
Q4 2024
|
Milestone Asset Management, LLC
Pittsburgh, PA |
SELL
|
- |
-186K- 14.79% |
$5.54M - $5.74M
|
1.07M
$33.5M
|
|
Feb 13, 2025
Q4 2024
|
Mach 1 Financial Group, LLC
Bentonville, AR |
SELL
|
- |
-271K- 92.8% |
$8.07M - $8.36M
|
21K
$657K
|
|
Feb 13, 2025
Q4 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
SELL
|
- |
-281K- 54.09% |
$8.36M - $8.67M
|
239K
$7.46M
|
|
Jan 27, 2025
Q4 2024
|
Money Concepts Capital Corp
|
SELL
|
- |
-328K- 58.98% |
$9.75M - $10.1M
|
228K
$7.12M
|
|
Feb 10, 2025
Q4 2024
|
Pitti Group Wealth Management, LLC
|
SELL
|
- |
-356K- 85.95% |
$10.6M - $11M
|
58.3K
$1.82M
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-378K- 21.52% |
$11.2M - $11.6M
|
1.38M
$43.1M
|
|
Jan 29, 2025
Q4 2024
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
SELL
|
- |
-411K- 46.96% |
$12.2M - $12.7M
|
465K
$14.5M
|
|
Jan 30, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-542K- 96.06% |
$16.1M - $16.7M
|
22.2K
$693K
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-958K- 18.97% |
$28.5M - $29.5M
|
4.1M
$128M
|