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 |
|---|---|---|---|---|---|---|---|
|
Jul 14, 2025
Q2 2025
|
Iams Wealth Management, LLC
Omaha, NE |
SELL
|
- |
-46.7K- 27.16% |
$1.27M - $1.48M
|
125K
$4.21M
|
|
|
Aug 05, 2025
Q2 2025
|
Integrity Financial Corp
|
SELL
|
- |
-51.1K- 44.58% |
$1.4M - $1.63M
|
63.5K
$2.14M
|
|
|
Jul 25, 2025
Q2 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-56K- 24.23% |
$1.53M - $1.78M
|
175K
$5.89M
|
|
|
Aug 29, 2025
Q2 2025
|
Centaurus Financial, Inc.
|
SELL
|
- |
-62.8K- 21.16% |
$1.71M - $2M
|
234K
$7.86M
|
|
|
Jul 21, 2025
Q2 2025
|
Andina Capital Management, LLC
Lehi, UT |
SELL
|
- |
-63.1K- 36.69% |
$1.72M - $2.01M
|
109K
$3.66M
|
|
|
Aug 07, 2025
Q2 2025
|
Private Advisory Group LLC
Redmond, WA |
SELL
|
- |
-64.2K- 65.72% |
$1.75M - $2.04M
|
33.5K
$1.13M
|
|
|
Jul 31, 2025
Q2 2025
|
Hobart Private Capital, LLC
Charlotte, NC |
SELL
|
- |
-66.2K- 12.45% |
$1.81M - $2.11M
|
466K
$15.7M
|
|
|
Aug 14, 2025
Q2 2025
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
SELL
|
- |
-67.6K- 87.04% |
$1.84M - $2.15M
|
10.1K
$338K
|
|
|
Aug 13, 2025
Q2 2025
|
Scs Capital Management LLC
Boston, MA |
SELL
|
- |
-70.7K- 29.56% |
$1.93M - $2.25M
|
169K
$5.67M
|
|
|
Aug 14, 2025
Q2 2025
|
Ssi Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-71.1K- 19.78% |
$1.94M - $2.26M
|
288K
$9.69M
|
|
|
Jul 14, 2025
Q2 2025
|
Chris Bulman Inc
Roseville, CA |
SELL
|
- |
-71.5K- 25.08% |
$1.95M - $2.28M
|
214K
$7.18M
|
|
|
Jul 23, 2025
Q2 2025
|
River Tree Advisors, LLC
Winter Park, FL |
SELL
|
- |
-73.1K- 26.66% |
$2M - $2.33M
|
201K
$6.76M
|
|
|
Aug 04, 2025
Q2 2025
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-73.8K- 23.99% |
$2.01M - $2.35M
|
234K
$7.86M
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-79.9K- 29.99% |
$2.18M - $2.54M
|
186K
$6.26M
|
|
|
Aug 18, 2025
Q2 2025
|
N.E.W. Advisory Services LLC
|
SELL
|
- |
-81.8K- 88.22% |
$2.23M - $2.6M
|
10.9K
$367K
|
|
|
Aug 14, 2025
Q2 2025
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-83.4K- 7.23% |
$2.28M - $2.65M
|
1.07M
$36M
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-86.6K- 28.36% |
$2.36M - $2.75M
|
219K
$7.35M
|
|
|
Jul 14, 2025
Q2 2025
|
Iron Oak Wealth Llc.
Cedar Park, TX |
SELL
|
- |
-101K- 92.17% |
$2.74M - $3.2M
|
8.54K
$287K
|
|
|
Aug 11, 2025
Q2 2025
|
Advisor Resource Council
|
SELL
|
- |
-108K- 52.93% |
$2.94M - $3.43M
|
95.9K
$3.22M
|
|
|
Aug 14, 2025
Q2 2025
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-112K- 6.82% |
$3.05M - $3.56M
|
1.53M
$51.4M
|
|
|
Jul 11, 2025
Q2 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-131K- 82.34% |
$3.58M - $4.17M
|
28.1K
$946K
|
|
|
Jul 22, 2025
Q2 2025
|
Drake & Associates, LLC
Waukesha, WI |
SELL
|
- |
-145K- 35.23% |
$3.95M - $4.6M
|
266K
$8.93M
|
|
|
Jul 23, 2025
Q2 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-151K- 73.82% |
$4.12M - $4.8M
|
53.6K
$1.8M
|
|
|
Aug 05, 2025
Q2 2025
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-173K- 31.56% |
$4.72M - $5.5M
|
375K
$12.6M
|
|
|
Jul 30, 2025
Q2 2025
|
Brookstone Capital Management
|
SELL
|
- |
-182K- 16.32% |
$4.98M - $5.8M
|
934K
$31.4M
|
|
|
Jul 28, 2025
Q2 2025
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-218K- 34.12% |
$5.95M - $6.93M
|
421K
$14.1M
|
|
|
Jul 25, 2025
Q2 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-220K- 45.37% |
$6M - $6.99M
|
265K
$8.89M
|
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-232K- 30.0% |
$6.32M - $7.37M
|
541K
$18.2M
|
|
|
Aug 14, 2025
Q2 2025
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-289K- 45.09% |
$7.9M - $9.2M
|
352K
$11.8M
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-442K- 14.39% |
$12.1M - $14.1M
|
2.63M
$88.4M
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-445K- 29.1% |
$12.2M - $14.2M
|
1.09M
$36.5M
|
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-537K- 50.05% |
$14.7M - $17.1M
|
536K
$18M
|
|
|
Aug 14, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-568K- 10.67% |
$15.5M - $18.1M
|
4.76M
$160M
|
|
|
Nov 21, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-568K- 10.67% |
$15.5M - $18.1M
|
4.76M
$160M
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-733K- 1.81% |
$20M - $23.3M
|
39.8M
$1.34B
|
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-783K- 7.93% |
$21.4M - $24.9M
|
9.09M
$305M
|
|
|
Sep 04, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-1.83M- 20.13% |
$49.9M - $58.2M
|
7.26M
$244M
|
|