Purchases and Sales Made in Q2 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 Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 22, 2024
Q2 2024
|
Focus Wealth Advisors, LLC
|
BUY
|
- |
7.97K+ 4.85% |
$218K - $231K
|
172K
$5.35M
|
|
|
Jul 17, 2024
Q2 2024
|
Accurate Wealth Management, LLC
|
BUY
|
- |
7.66KNew |
$209K - $222K
|
7.66K
$237K
|
|
|
Jul 05, 2024
Q2 2024
|
Heritage Wealth Partners, LLC
Dublin, OH |
BUY
|
- |
7.64KNew |
$209K - $221K
|
7.64K
$237K
|
|
|
Jul 12, 2024
Q2 2024
|
Columbia Advisory Partners LLC
|
BUY
|
- |
7.44K+ 3.34% |
$203K - $215K
|
230K
$7.13M
|
|
|
Aug 14, 2024
Q2 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
7.04K+ 3.31% |
$192K - $204K
|
220K
$6.81M
|
|
|
Jul 16, 2024
Q2 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
7.02K+ 27.66% |
$192K - $203K
|
32.4K
$1M
|
|
|
Aug 02, 2024
Q2 2024
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
6.87K+ 31.56% |
$188K - $199K
|
28.6K
$888K
|
|
|
Jul 16, 2024
Q2 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
6.53K+ 1.19% |
$179K - $189K
|
555K
$17.2M
|
|
|
Jul 10, 2024
Q2 2024
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
6.16K+ 57.43% |
$168K - $178K
|
16.9K
$523K
|
|
|
Aug 14, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
5.9K+ 41.58% |
$161K - $171K
|
20.1K
$623K
|
|
|
Oct 17, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
5.9K+ 41.58% |
$161K - $171K
|
20.1K
$623K
|
|
|
Jul 26, 2024
Q2 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
5.9K+ 12.9% |
$161K - $171K
|
51.6K
$1.6M
|
|
|
Aug 05, 2024
Q2 2024
|
Drake & Associates, LLC
Waukesha, WI |
BUY
|
- |
5.76K+ 1.59% |
$157K - $167K
|
369K
$11.4M
|
|
|
Aug 09, 2024
Q2 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
5.57K+ 2.77% |
$152K - $161K
|
207K
$6.4M
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
5.4K+ 27005.0% |
$148K - $156K
|
5.42K
$168K
|
|
|
Jul 23, 2024
Q2 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
5.14K+ 16.43% |
$140K - $149K
|
36.4K
$1.13M
|
|
|
Jul 19, 2024
Q2 2024
|
Madrona Financial Services, LLC
|
BUY
|
- |
4.39K+ 5.72% |
$120K - $127K
|
81.1K
$2.51M
|
|
|
Aug 12, 2024
Q2 2024
|
Signature Securities Group Corporation
|
BUY
|
- |
4.29K+ 6.14% |
$117K - $124K
|
74.3K
$2.3M
|
|
|
Aug 12, 2024
Q2 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
4.09KNew |
$112K - $118K
|
4.09K
$127K
|
|
|
Aug 14, 2024
Q2 2024
|
Triton Wealth Management, Pllc
|
BUY
|
- |
4.08K+ 1.35% |
$111K - $118K
|
305K
$9.45M
|
|
|
Jul 31, 2024
Q2 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
3.52K+ 13.3% |
$96.1K - $102K
|
30K
$928K
|
|
|
Aug 13, 2024
Q2 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
3.44K+ 12.33% |
$94K - $99.5K
|
31.3K
$971K
|
|
|
Jul 29, 2024
Q2 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
3.05K+ 39.64% |
$83.3K - $88.2K
|
10.7K
$333K
|
|
|
Aug 12, 2024
Q2 2024
|
Purus Wealth Management, LLC
|
BUY
|
- |
3.04K+ 1.47% |
$83K - $87.9K
|
210K
$6.52M
|
|
|
Aug 08, 2024
Q2 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
3.02KNew |
$82.5K - $87.4K
|
3.02K
$93.6K
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
2.88K+ 2.83% |
$78.6K - $83.2K
|
104K
$3.23M
|
|
|
Aug 06, 2024
Q2 2024
|
Financial Futures LTD Liability Co.
|
BUY
|
- |
2.84K+ 1.26% |
$77.7K - $82.3K
|
228K
$7.06M
|
|
|
Aug 09, 2024
Q2 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
2.47KNew |
$67.6K - $71.6K
|
2.47K
$76.7K
|
|
|
Aug 13, 2024
Q2 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
2.3K+ 18.6% |
$62.7K - $66.4K
|
14.6K
$454K
|
|
|
Jul 26, 2024
Q2 2024
|
Financial Connections Group, Inc.
|
BUY
|
- |
2.15KNew |
$58.7K - $62.2K
|
2.15K
$66.6K
|
|
|
Jul 30, 2024
Q2 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
2.12K+ 4.87% |
$57.9K - $61.3K
|
45.5K
$1.41M
|
|
|
Aug 09, 2024
Q2 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
2.11K+ 7.05% |
$57.7K - $61.1K
|
32.1K
$994K
|
|
|
Jul 19, 2024
Q2 2024
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
2K+ 17.48% |
$54.7K - $57.9K
|
13.4K
$417K
|
|
|
Aug 15, 2024
Q2 2024
|
Magnolia Capital Advisors LLC
Jackson, MS |
BUY
|
- |
1.92K+ 3.47% |
$52.3K - $55.4K
|
57.2K
$1.77M
|
|
|
Aug 09, 2024
Q2 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
1.89K+ 2.36% |
$51.7K - $54.8K
|
82K
$2.54M
|
|
|
Jul 12, 2024
Q2 2024
|
Wolff Wiese Magana LLC
|
BUY
|
- |
1.79KNew |
$48.8K - $51.7K
|
1.79K
$55.4K
|
|
|
Jul 16, 2024
Q2 2024
|
Iag Wealth Partners, LLC
|
BUY
|
- |
1.66KNew |
$45.4K - $48.1K
|
1.66K
$51.5K
|
|
|
Jul 16, 2024
Q2 2024
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
1.55K+ 2.03% |
$42.4K - $45K
|
78K
$2.42M
|
|
|
Aug 02, 2024
Q2 2024
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
1.5KNew |
$41K - $43.4K
|
1.5K
$46.5K
|
|
|
Aug 02, 2024
Q2 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
1.5K+ 4.52% |
$41K - $43.4K
|
34.6K
$1.07M
|
|
|
Jul 11, 2024
Q2 2024
|
Cambridge Advisors Inc.
|
BUY
|
- |
1.44K+ 1.2% |
$39.2K - $41.5K
|
121K
$3.74M
|
|
|
Jul 12, 2024
Q2 2024
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
1.31K+ 4.81% |
$35.8K - $37.9K
|
28.5K
$884K
|
|
|
Aug 13, 2024
Q2 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1.31KNew |
$35.7K - $37.8K
|
1.31K
$40.5K
|
|
|
Jul 18, 2024
Q2 2024
|
Sweet Financial Partners, LLC
|
BUY
|
- |
1.22K+ 1.38% |
$33.3K - $35.3K
|
89.5K
$2.77M
|
|
|
Jul 18, 2024
Q2 2024
|
Independent Wealth Network Inc.
|
BUY
|
- |
1.11K+ 3.79% |
$30.4K - $32.2K
|
30.5K
$944K
|
|
|
Aug 13, 2024
Q2 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
1.08K+ 0.93% |
$29.5K - $31.3K
|
117K
$3.63M
|
|
|
Aug 09, 2024
Q2 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
1.04K+ 4.36% |
$28.3K - $30K
|
24.8K
$769K
|
|
|
Jul 30, 2024
Q2 2024
|
Clarity Capital Partners LLC
Newport Beach, CA |
BUY
|
- |
1.01K+ 4.45% |
$27.7K - $29.4K
|
23.8K
$738K
|
|
|
Aug 09, 2024
Q2 2024
|
Secured Retirement Advisors, LLC
St Louis Park, MN |
BUY
|
- |
992+ 0.84% |
$27.1K - $28.7K
|
120K
$3.71M
|
|
|
Jul 17, 2024
Q2 2024
|
Echo Wealth Management, LLC
|
BUY
|
- |
964+ 11.1% |
$26.3K - $27.9K
|
9.65K
$299K
|