Purchases and Sales Made in Q1 2024 in First Tr Ex Tr Fd Viii Ft Cboe (BUFQ)
This table provides information about the institutional ownership of First Tr Ex Tr Fd Viii Ft Cboe (BUFQ) during Q1 2024. The information is specifically focused on institutions that hold shares of FIRST TR EX TR FD VIII FT CBOE.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 06, 2024
Q1 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
8.76K+ 75.1% |
$233K - $249K
|
20.4K
$654K
|
|
|
Apr 18, 2024
Q1 2024
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
- |
8.1KNew |
$215K - $230K
|
8.1K
$259K
|
|
|
Apr 25, 2024
Q1 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
7.77K+ 117.93% |
$207K - $221K
|
14.4K
$460K
|
|
|
May 09, 2024
Q1 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
7.72K+ 44.39% |
$205K - $219K
|
25.1K
$804K
|
|
|
May 15, 2024
Q1 2024
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
BUY
|
- |
6.16K+ 52.87% |
$164K - $175K
|
17.8K
$570K
|
|
|
Apr 30, 2024
Q1 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
5.88KNew |
$156K - $167K
|
5.88K
$188K
|
|
|
Apr 30, 2024
Q1 2024
|
Retirement Group, LLC
|
BUY
|
- |
5.55KNew |
$148K - $157K
|
5.55K
$178K
|
|
|
Apr 15, 2024
Q1 2024
|
Signature Securities Group Corporation
|
BUY
|
- |
4.45K+ 27.99% |
$118K - $126K
|
20.3K
$651K
|
|
|
May 13, 2024
Q1 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
3.5KNew |
$93K - $99.2K
|
3.5K
$112K
|
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
3.13K+ 37.05% |
$83.3K - $88.9K
|
11.6K
$371K
|
|
|
May 01, 2024
Q1 2024
|
Financial Guidance Group, Inc.
|
BUY
|
- |
1.7K+ 6.22% |
$45.2K - $48.2K
|
29K
$929K
|
|
|
May 14, 2024
Q1 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
1.3KNew |
$34.6K - $36.9K
|
1.3K
$41.6K
|
|
|
May 13, 2024
Q1 2024
|
Tradition Wealth Management, LLC
|
BUY
|
- |
1.16K+ 4.61% |
$30.9K - $32.9K
|
26.3K
$842K
|
|
|
Apr 24, 2024
Q1 2024
|
Private Trust CO Na
|
BUY
|
- |
993+ 398.8% |
$26.4K - $28.2K
|
1.24K
$39.8K
|
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
BUY
|
- |
925New |
$24.6K - $26.2K
|
925
$29.6K
|
|
|
May 14, 2024
Q1 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
815+ 4.08% |
$21.7K - $23.1K
|
20.8K
$666K
|
|
|
May 16, 2024
Q1 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
788+ 4.04% |
$21K - $22.4K
|
20.3K
$649K
|
|
|
Apr 23, 2024
Q1 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
540New |
$14.4K - $15.3K
|
540
$17.3K
|
|
|
Apr 15, 2024
Q1 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
330+ 0.74% |
$8.78K - $9.36K
|
44.8K
$1.43M
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
202+ 5.53% |
$5.37K - $5.73K
|
3.85K
$123K
|
|
|
May 09, 2024
Q1 2024
|
Private Portfolio Partners LLC
|
SELL
|
- |
-158- 1.71% |
$4.2K - $4.48K
|
9.06K
$290K
|
|
|
Apr 30, 2024
Q1 2024
|
Arkadios Wealth Advisors
|
SELL
|
- |
-1.04K- 3.57% |
$27.6K - $29.4K
|
28K
$897K
|
|
|
May 03, 2024
Q1 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-3.59K- 14.43% |
$95.5K - $102K
|
21.3K
$682K
|
|
|
May 02, 2024
Q1 2024
|
Good Life Advisors, LLC
|
SELL
|
- |
-5.45K- 0.7% |
$145K - $155K
|
772K
$24.7M
|
|
|
Apr 12, 2024
Q1 2024
|
Worth Asset Management, LLC
|
SELL
|
- |
-5.53K- 40.65% |
$147K - $157K
|
8.07K
$258K
|
|
|
May 14, 2024
Q1 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-8.28K- 1.93% |
$220K - $235K
|
420K
$13.5M
|
|
|
May 07, 2024
Q1 2024
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-9.04K- 27.15% |
$240K - $256K
|
24.3K
$776K
|
|
|
May 03, 2024
Q1 2024
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-9.13K- 32.54% |
$243K - $259K
|
18.9K
$606K
|
|
|
Jan 15, 2025
Q1 2024
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
SELL
|
- |
-11.9K- 60.38% |
$316K - $337K
|
7.79K
$249K
|
|
|
Apr 15, 2024
Q1 2024
|
River Tree Advisors, LLC
Winter Park, FL |
SELL
|
- |
-27K- 8.35% |
$718K - $766K
|
297K
$9.49M
|
|
|
Nov 05, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-65.2K- 10.48% |
$1.73M - $1.85M
|
556K
$17.8M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-102K- 42.54% |
$2.72M - $2.9M
|
138K
$4.42M
|
|
|
May 15, 2024
Q1 2024
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-118K- 15.44% |
$3.14M - $3.34M
|
645K
$20.7M
|
|
|
May 14, 2024
Q1 2024
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-173K- 85.31% |
$4.6M - $4.91M
|
29.8K
$954K
|