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 07, 2025
Q2 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
6.83K+ 6.8% |
$186K - $217K
|
107K
$3.6M
|
|
|
Aug 11, 2025
Q2 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
6.73K+ 25.58% |
$184K - $214K
|
33K
$1.11M
|
|
|
Aug 14, 2025
Q2 2025
|
Old Mission Capital LLC
|
BUY
|
- |
6.72KNew |
$184K - $214K
|
6.72K
$226K
|
|
|
Aug 06, 2025
Q2 2025
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
6.54KNew |
$178K - $208K
|
6.54K
$220K
|
|
|
Jul 15, 2025
Q2 2025
|
Traction Financial Partners, LLC
Littleton, CO |
BUY
|
- |
6.48KNew |
$177K - $206K
|
6.48K
$218K
|
|
|
Jul 24, 2025
Q2 2025
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
6.39KNew |
$174K - $203K
|
6.39K
$215K
|
|
|
Jul 17, 2025
Q2 2025
|
Hcr Wealth Advisors
Los Angeles, CA |
BUY
|
- |
6.34KNew |
$173K - $202K
|
6.34K
$213K
|
|
|
Jul 31, 2025
Q2 2025
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
6.31KNew |
$172K - $201K
|
6.31K
$212K
|
|
|
Aug 04, 2025
Q2 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
6.3KNew |
$172K - $200K
|
6.3K
$212K
|
|
|
Aug 05, 2025
Q2 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
6.24K+ 16.42% |
$170K - $198K
|
44.2K
$1.49M
|
|
|
Jul 29, 2025
Q2 2025
|
Financial Guidance Group, Inc.
|
BUY
|
- |
5.75K+ 6.45% |
$157K - $183K
|
94.8K
$3.19M
|
|
|
Aug 13, 2025
Q2 2025
|
Holos Integrated Wealth LLC
Kennett Square, PA |
BUY
|
- |
5.69K+ 0.99% |
$155K - $181K
|
582K
$19.6M
|
|
|
Aug 15, 2025
Q2 2025
|
Asset Allocation Strategies LLC
Farmington, MI |
BUY
|
- |
5.68K+ 15.18% |
$155K - $181K
|
43.1K
$1.45M
|
|
|
Aug 12, 2025
Q2 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
5.51K+ 10.89% |
$150K - $175K
|
56K
$1.88M
|
|
|
Aug 13, 2025
Q2 2025
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
5.04K+ 2.05% |
$138K - $160K
|
251K
$8.43M
|
|
|
Jul 29, 2025
Q2 2025
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
4.99K+ 4.91% |
$136K - $159K
|
107K
$3.58M
|
|
|
Jul 21, 2025
Q2 2025
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
4.98K+ 30.7% |
$136K - $158K
|
21.2K
$713K
|
|
|
Jul 28, 2025
Q2 2025
|
Tower Wealth Partners, Inc.
Lewisburg, PA |
BUY
|
- |
4.94K+ 1.42% |
$135K - $157K
|
352K
$11.8M
|
|
|
Jul 28, 2025
Q2 2025
|
Holistic Planning, LLC
Nacogdoches, TX |
BUY
|
- |
4.83K+ 28.55% |
$132K - $154K
|
21.8K
$732K
|
|
|
Jul 29, 2025
Q2 2025
|
Riverbend Wealth Management, LLC
Myrtle Beach, SC |
BUY
|
- |
4.3K+ 11.72% |
$117K - $137K
|
41K
$1.38M
|
|
|
Jul 30, 2025
Q2 2025
|
Briaud Financial Planning, Inc
College Station, TX |
BUY
|
- |
3.98KNew |
$109K - $127K
|
3.98K
$134K
|
|
|
Jul 16, 2025
Q2 2025
|
Independent Wealth Network Inc.
|
BUY
|
- |
3.9K+ 7.35% |
$107K - $124K
|
57K
$1.92M
|
|
|
Aug 14, 2025
Q2 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
3.9K+ 10.25% |
$106K - $124K
|
42K
$1.41M
|
|
|
Jul 16, 2025
Q2 2025
|
Cambridge Advisors Inc.
|
BUY
|
- |
3.67K+ 2.57% |
$100K - $117K
|
147K
$4.93M
|
|
|
Aug 05, 2025
Q2 2025
|
Stonebridge Financial Planning Group, LLC
|
BUY
|
- |
3.5K+ 2.87% |
$95.4K - $111K
|
125K
$4.21M
|
|
|
Aug 07, 2025
Q2 2025
|
Encompass More Asset Management
Danville, CA |
BUY
|
- |
3.38K+ 1.89% |
$92.3K - $108K
|
182K
$6.13M
|
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
3.35K+ 111.64% |
$91.4K - $106K
|
6.35K
$213K
|
|
|
Aug 13, 2025
Q2 2025
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
3.33K+ 30.2% |
$91K - $106K
|
14.4K
$483K
|
|
|
Aug 08, 2025
Q2 2025
|
Good Life Advisors, LLC
|
BUY
|
- |
3.23K+ 0.33% |
$88.2K - $103K
|
985K
$33.1M
|
|
|
Jul 30, 2025
Q2 2025
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
3.19KNew |
$87K - $101K
|
3.19K
$107K
|
|
|
Aug 13, 2025
Q2 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
3.09KNew |
$84.4K - $98.3K
|
3.09K
$104K
|
|
|
Aug 14, 2025
Q2 2025
|
Brinker Capital Investments, LLC
|
BUY
|
- |
2.77K+ 3.9% |
$75.5K - $87.9K
|
73.7K
$2.48M
|
|
|
Aug 13, 2025
Q2 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
2.45K+ 7.12% |
$66.9K - $77.9K
|
36.9K
$1.24M
|
|
|
Jul 16, 2025
Q2 2025
|
Essex Financial Services, Inc.
|
BUY
|
- |
2.39K+ 7.11% |
$65.1K - $75.8K
|
35.9K
$1.21M
|
|
|
Jul 16, 2025
Q2 2025
|
Michels Family Financial, LLC
Fort Worth, TX |
BUY
|
- |
2.38K+ 17.17% |
$64.8K - $75.5K
|
16.2K
$545K
|
|
|
Jul 25, 2025
Q2 2025
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
2.28K+ 8.96% |
$62.2K - $72.4K
|
27.7K
$931K
|
|
|
Sep 10, 2025
Q2 2025
|
Wt Wealth Management
|
BUY
|
- |
2.22K+ 2.91% |
$60.6K - $70.6K
|
78.7K
$2.64M
|
|
|
Jul 22, 2025
Q2 2025
|
Keudell
|
BUY
|
- |
2.22K+ 4.3% |
$60.5K - $70.4K
|
53.7K
$1.8M
|
|
|
Jul 25, 2025
Q2 2025
|
Lion Street Advisors, LLC
|
BUY
|
- |
2.16K+ 3.99% |
$59.1K - $68.8K
|
56.4K
$1.9M
|
|
|
Jul 23, 2025
Q2 2025
|
Element Wealth, LLC
|
BUY
|
- |
2.01K+ 6.92% |
$54.9K - $64K
|
31.1K
$1.05M
|
|
|
Aug 05, 2025
Q2 2025
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
1.99KNew |
$54.4K - $63.4K
|
1.99K
$67K
|
|
|
Aug 06, 2025
Q2 2025
|
Founders Financial Securities LLC
|
BUY
|
- |
1.61K+ 10.07% |
$43.8K - $51K
|
17.5K
$589K
|
|
|
Aug 04, 2025
Q2 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
1.59K+ 1.24% |
$43.4K - $50.6K
|
130K
$4.37M
|
|
|
Jul 24, 2025
Q2 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
1.57KNew |
$42.8K - $49.8K
|
1.57K
$52.7K
|
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
1.48K+ 1.0% |
$40.5K - $47.2K
|
150K
$5.03M
|
|
|
Aug 11, 2025
Q2 2025
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
BUY
|
- |
1.34K+ 8.33% |
$36.6K - $42.6K
|
17.4K
$586K
|
|
|
Aug 07, 2025
Q2 2025
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
1.34K+ 2.15% |
$36.6K - $42.6K
|
63.6K
$2.14M
|
|
|
Jul 24, 2025
Q2 2025
|
Cascade Investment Group, Inc.
Colorado Springs, CO |
BUY
|
- |
1.34K+ 16.03% |
$36.5K - $42.5K
|
9.68K
$325K
|
|
|
Jan 26, 2026
Q2 2025
|
Life Wealth Investments, LLC
Winter Garden, FL |
BUY
|
- |
1.3K+ 11.52% |
$35.6K - $41.4K
|
12.6K
$424K
|
|
|
Aug 12, 2025
Q2 2025
|
Northeast Planning Associates, Inc. / Nh /
Bedford, NH |
BUY
|
- |
1.21K+ 1.81% |
$33.1K - $38.6K
|
68.2K
$2.29M
|
|