Purchases and Sales Made in Q2 2025 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 2025. 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 |
|---|---|---|---|---|---|---|---|
|
Aug 11, 2025
Q2 2025
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
15.1K+ 6.11% |
$413K - $481K
|
263K
$8.83M
|
|
|
Jul 23, 2025
Q2 2025
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
15.1KNew |
$412K - $480K
|
15.1K
$508K
|
|
|
Jul 07, 2025
Q2 2025
|
Schulz Wealth, Ltd.
Mansfield, TX |
BUY
|
- |
15K+ 5.03% |
$408K - $476K
|
312K
$10.5M
|
|
|
Jul 09, 2025
Q2 2025
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
14.5K+ 62.26% |
$395K - $461K
|
37.7K
$1.27M
|
|
|
Aug 12, 2025
Q2 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
14.4K+ 7.41% |
$393K - $457K
|
208K
$7M
|
|
|
Jul 23, 2025
Q2 2025
|
Ignite Planners, LLC
|
BUY
|
- |
14.2K+ 2.12% |
$389K - $453K
|
685K
$23M
|
|
|
Aug 12, 2025
Q2 2025
|
Richmond Investment Services, LLC
Mequon, WI |
BUY
|
- |
13.5KNew |
$368K - $429K
|
13.5K
$453K
|
|
|
Jul 30, 2025
Q2 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
13.3K+ 3.47% |
$364K - $424K
|
397K
$13.3M
|
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
13.2K+ 47.23% |
$359K - $419K
|
41K
$1.38M
|
|
|
Aug 04, 2025
Q2 2025
|
Assetmark, Inc
|
BUY
|
- |
12.9K+ 306.45% |
$353K - $411K
|
17.1K
$576K
|
|
|
Jul 30, 2025
Q2 2025
|
Blue Chip Wealth Advisors LLC
Milton, GA |
BUY
|
- |
12.8KNew |
$349K - $407K
|
12.8K
$430K
|
|
|
Jul 18, 2025
Q2 2025
|
Madrona Financial Services, LLC
|
BUY
|
- |
12.8K+ 6.57% |
$349K - $407K
|
208K
$6.97M
|
|
|
Jul 28, 2025
Q2 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
12.7K+ 1.26% |
$347K - $404K
|
1.02M
$34.2M
|
|
|
Aug 12, 2025
Q2 2025
|
Tradition Wealth Management, LLC
|
BUY
|
- |
12.5K+ 1.01% |
$342K - $399K
|
1.25M
$42.2M
|
|
|
Aug 14, 2025
Q2 2025
|
Harvest Investment Services, LLC
|
BUY
|
- |
12.2K+ 12.92% |
$332K - $387K
|
106K
$3.58M
|
|
|
Jul 18, 2025
Q2 2025
|
Trilogy Capital Inc.
|
BUY
|
- |
11.8K+ 20.83% |
$322K - $375K
|
68.4K
$2.3M
|
|
|
Aug 14, 2025
Q2 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
11.7K+ 6.51% |
$320K - $372K
|
192K
$6.44M
|
|
|
Aug 08, 2025
Q2 2025
|
Symphony Financial Services, Inc.
Akron, OH |
BUY
|
- |
11.6K+ 2.74% |
$317K - $369K
|
435K
$14.6M
|
|
|
Jul 21, 2025
Q2 2025
|
Echo Wealth Management, LLC
|
BUY
|
- |
11.4K+ 91.93% |
$312K - $363K
|
23.9K
$802K
|
|
|
Jul 03, 2025
Q2 2025
|
True Wealth Advisors, LLC
|
BUY
|
- |
11.3K+ 38.23% |
$307K - $358K
|
40.7K
$1.37M
|
|
|
Jul 16, 2025
Q2 2025
|
Novem Group
Rochester, NY |
BUY
|
- |
11.2K+ 29.24% |
$305K - $356K
|
49.5K
$1.66M
|
|
|
Jul 29, 2025
Q2 2025
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
11.2K+ 37.03% |
$305K - $355K
|
41.3K
$1.39M
|
|
|
Aug 19, 2025
Q2 2025
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
11K+ 7.58% |
$300K - $349K
|
156K
$5.24M
|
|
|
Jul 23, 2025
Q2 2025
|
Armstrong, Fleming & Moore, Inc
Washington, DC |
BUY
|
- |
10.6KNew |
$289K - $336K
|
10.6K
$355K
|
|
|
Aug 12, 2025
Q2 2025
|
Jacobi Capital Management LLC
|
BUY
|
- |
10.5K+ 5.39% |
$286K - $333K
|
205K
$6.89M
|
|
|
Aug 13, 2025
Q2 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
10.4K+ 64.64% |
$285K - $332K
|
26.6K
$894K
|
|
|
Jul 21, 2025
Q2 2025
|
Precedent Wealth Partners, LLC
Houston, TX |
BUY
|
- |
10.3K+ 26.69% |
$281K - $327K
|
48.8K
$1.64M
|
|
|
Aug 13, 2025
Q2 2025
|
Comerica Bank
|
BUY
|
- |
10K+ 490.68% |
$273K - $318K
|
12K
$405K
|
|
|
Aug 06, 2025
Q2 2025
|
Rps Advisory Solutions LLC
Louisville, KY |
BUY
|
- |
9.96KNew |
$272K - $317K
|
9.96K
$335K
|
|
|
Jul 30, 2025
Q2 2025
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
9.94KNew |
$271K - $316K
|
9.94K
$334K
|
|
|
Sep 19, 2025
Q2 2025
|
Canal Capital Management, LLC
|
BUY
|
- |
9.84KNew |
$269K - $313K
|
9.84K
$331K
|
|
|
Jul 30, 2025
Q2 2025
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
9.43K+ 8.99% |
$258K - $300K
|
114K
$3.84M
|
|
|
Aug 12, 2025
Q2 2025
|
Maripau Wealth Management LLC
Fort Wayne, IN |
BUY
|
- |
8.74KNew |
$239K - $278K
|
8.74K
$294K
|
|
|
Jul 17, 2025
Q2 2025
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
8.67K+ 5.99% |
$237K - $276K
|
153K
$5.15M
|
|
|
Aug 12, 2025
Q2 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
8.63K+ 2.17% |
$236K - $274K
|
407K
$13.7M
|
|
|
Aug 14, 2025
Q2 2025
|
Sequent Planning LLC
Omaha, NE |
BUY
|
- |
8.46KNew |
$231K - $269K
|
8.46K
$284K
|
|
|
Aug 12, 2025
Q2 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
8.45K+ 8.46% |
$231K - $269K
|
108K
$3.64M
|
|
|
Aug 06, 2025
Q2 2025
|
Wedbush Securities Inc
|
BUY
|
- |
8.42K+ 6.05% |
$230K - $268K
|
148K
$4.96M
|
|
|
Aug 19, 2025
Q2 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
8.23K+ 64.04% |
$225K - $262K
|
21.1K
$708K
|
|
|
Jan 06, 2026
Q2 2025
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
8.11K+ 46.32% |
$221K - $258K
|
25.6K
$861K
|
|
|
Aug 27, 2025
Q2 2025
|
Barnes Wealth Management Group, Inc
Bakersfield, CA |
BUY
|
- |
7.76KNew |
$212K - $247K
|
7.76K
$261K
|
|
|
Aug 08, 2025
Q2 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
7.62K+ 3.5% |
$208K - $242K
|
225K
$7.58M
|
|
|
Aug 06, 2025
Q2 2025
|
Valtinson Bruner Financial Planning LLC
|
BUY
|
- |
7.61K+ 1.19% |
$208K - $242K
|
644K
$21.7M
|
|
|
Aug 13, 2025
Q2 2025
|
Gibbs Wealth Management
Alpharetta, GA |
BUY
|
- |
7.51KNew |
$205K - $239K
|
7.51K
$252K
|
|
|
Aug 12, 2025
Q2 2025
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
7.47K+ 108.19% |
$204K - $238K
|
14.4K
$483K
|
|
|
Aug 04, 2025
Q2 2025
|
Kovack Advisors, Inc.
|
BUY
|
- |
7.43K+ 6.84% |
$203K - $236K
|
116K
$3.9M
|
|
|
Jul 30, 2025
Q2 2025
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
7.4K+ 3.75% |
$202K - $235K
|
204K
$6.87M
|
|
|
Aug 12, 2025
Q2 2025
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
7.35K+ 21.9% |
$201K - $234K
|
40.9K
$1.37M
|
|
|
Aug 05, 2025
Q2 2025
|
First Horizon Advisors, Inc.
|
BUY
|
- |
7.24K+ 1.98% |
$198K - $230K
|
374K
$12.6M
|
|
|
Aug 04, 2025
Q2 2025
|
Frederick Financial Consultants, LLC
Frederick, MD |
BUY
|
- |
6.91K+ 2.51% |
$189K - $220K
|
282K
$9.48M
|
|