Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2025
Q3 2025
|
North Rock Partners, LLC
|
BUY
|
- |
33.9K+ 3.73% |
$1.08M - $1.13M
|
943K
$31.7M
|
|
|
Oct 17, 2025
Q3 2025
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
BUY
|
- |
31.8K+ 3.14% |
$1.01M - $1.06M
|
1.05M
$35.1M
|
|
|
Nov 14, 2025
Q3 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
31.2K+ 0.95% |
$991K - $1.04M
|
3.32M
$111M
|
|
|
Oct 31, 2025
Q3 2025
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
29.3KNew |
$931K - $978K
|
29.3K
$984K
|
|
|
Nov 14, 2025
Q3 2025
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
28.4KNew |
$902K - $948K
|
28.4K
$954K
|
|
|
Nov 14, 2025
Q3 2025
|
Northeast Planning Associates, Inc. / Nh /
Bedford, NH |
BUY
|
- |
27.4K+ 40.18% |
$871K - $916K
|
95.6K
$3.21M
|
|
|
Nov 03, 2025
Q3 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
27.1K+ 11.45% |
$862K - $906K
|
264K
$8.87M
|
|
|
Nov 04, 2025
Q3 2025
|
Savant Capital, LLC
|
BUY
|
- |
25.3K+ 22.26% |
$805K - $846K
|
139K
$4.67M
|
|
|
Oct 16, 2025
Q3 2025
|
Hbw Advisory Services LLC
|
BUY
|
- |
25.2K+ 6.48% |
$802K - $843K
|
415K
$13.9M
|
|
|
Nov 07, 2025
Q3 2025
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
24.5KNew |
$779K - $819K
|
24.5K
$824K
|
|
|
Nov 14, 2025
Q3 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
24.4K+ 7.58% |
$774K - $814K
|
346K
$11.6M
|
|
|
Nov 12, 2025
Q3 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
24.3K+ 12.76% |
$773K - $813K
|
215K
$7.22M
|
|
|
Jan 05, 2026
Q3 2025
|
Noble Wealth Management Pbc
Greenwood Village, CO |
BUY
|
- |
23.7K+ 20.52% |
$753K - $792K
|
139K
$4.68M
|
|
|
Nov 14, 2025
Q3 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
23.5K+ 2.67% |
$747K - $785K
|
904K
$30.4M
|
|
|
Oct 22, 2025
Q3 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
23.5K+ 6.7% |
$746K - $784K
|
373K
$12.5M
|
|
|
Oct 29, 2025
Q3 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
23.2K+ 14.75% |
$736K - $774K
|
180K
$6.06M
|
|
|
Oct 20, 2025
Q3 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
22.5K+ 35.64% |
$717K - $753K
|
85.8K
$2.88M
|
|
|
Nov 06, 2025
Q3 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
22.3K+ 3.36% |
$709K - $745K
|
687K
$23.1M
|
|
|
Nov 12, 2025
Q3 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
21.5K+ 4065.15% |
$682K - $717K
|
22K
$739K
|
|
|
Nov 12, 2025
Q3 2025
|
Le Clair Wealth Partners LLC
Dublin, OH |
BUY
|
- |
21.4K+ 8.86% |
$681K - $716K
|
263K
$8.85M
|
|
|
Nov 13, 2025
Q3 2025
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
21.3K+ 8.11% |
$678K - $713K
|
284K
$9.55M
|
|
|
Nov 14, 2025
Q3 2025
|
Wiser Advisor Group LLC
Phoenix, AZ |
BUY
|
- |
20.8KNew |
$663K - $697K
|
20.8K
$700K
|
|
|
Oct 28, 2025
Q3 2025
|
Edge Rock Capital LLC
|
BUY
|
- |
20.5KNew |
$652K - $685K
|
20.5K
$689K
|
|
|
Nov 14, 2025
Q3 2025
|
Barnes Wealth Management Group, Inc
Bakersfield, CA |
BUY
|
- |
18.8K+ 242.75% |
$598K - $629K
|
26.6K
$893K
|
|
|
Nov 14, 2025
Q3 2025
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
18.5K+ 58.5% |
$588K - $618K
|
50.1K
$1.68M
|
|
|
Oct 30, 2025
Q3 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
18.2K+ 10.39% |
$578K - $608K
|
193K
$6.5M
|
|
|
Nov 14, 2025
Q3 2025
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
18.2K+ 70.45% |
$578K - $607K
|
44K
$1.48M
|
|
|
Nov 10, 2025
Q3 2025
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
17.5K+ 2.05% |
$555K - $584K
|
869K
$29.2M
|
|
|
Oct 31, 2025
Q3 2025
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
17.3KNew |
$549K - $577K
|
17.3K
$581K
|
|
|
Nov 13, 2025
Q3 2025
|
Free Gulliver LLC
New Orleans, LA |
BUY
|
- |
16.8K+ 7.83% |
$534K - $561K
|
231K
$7.77M
|
|
|
Nov 17, 2025
Q3 2025
|
Equity Wealth Partners, LLC
Independence, MO |
BUY
|
- |
16.7KNew |
$530K - $557K
|
16.7K
$561K
|
|
|
Nov 14, 2025
Q3 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
15.9K+ 0.83% |
$505K - $531K
|
1.93M
$64.7M
|
|
|
Nov 14, 2025
Q3 2025
|
Integrity Alliance, Llc.
Urbandale, IA |
BUY
|
- |
15.9KNew |
$504K - $530K
|
15.9K
$533K
|
|
|
Oct 27, 2025
Q3 2025
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
15.4K+ 141.27% |
$491K - $516K
|
26.4K
$886K
|
|
|
Nov 13, 2025
Q3 2025
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
15.4K+ 61.35% |
$490K - $515K
|
40.5K
$1.36M
|
|
|
Oct 22, 2025
Q3 2025
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
15.1K+ 3.17% |
$481K - $506K
|
493K
$16.6M
|
|
|
Nov 04, 2025
Q3 2025
|
Valtinson Bruner Financial Planning LLC
|
BUY
|
- |
15.1K+ 2.34% |
$480K - $505K
|
659K
$22.2M
|
|
|
Nov 12, 2025
Q3 2025
|
Navalign, LLC
|
BUY
|
- |
14.9K+ 15.7% |
$474K - $498K
|
110K
$3.69M
|
|
|
Jan 06, 2026
Q3 2025
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
14.8K+ 57.78% |
$470K - $495K
|
40.4K
$1.36M
|
|
|
Oct 22, 2025
Q3 2025
|
Advisory Resource Group
|
BUY
|
- |
14.6K+ 91.72% |
$465K - $489K
|
30.6K
$1.03M
|
|
|
Oct 24, 2025
Q3 2025
|
Trilogy Capital Inc.
|
BUY
|
- |
14.1K+ 20.56% |
$447K - $470K
|
82.4K
$2.77M
|
|
|
Nov 04, 2025
Q3 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
14K+ 181.86% |
$444K - $467K
|
21.7K
$728K
|
|
|
Nov 20, 2025
Q3 2025
|
Centaurus Financial, Inc.
|
BUY
|
- |
13.2K+ 5.65% |
$420K - $441K
|
247K
$8.3M
|
|
|
Nov 04, 2025
Q3 2025
|
Money Concepts Capital Corp
|
BUY
|
- |
13.1K+ 3.96% |
$416K - $438K
|
344K
$11.6M
|
|
|
Oct 31, 2025
Q3 2025
|
Ewa, LLC
Pittsbugh, PA |
BUY
|
- |
12.9KNew |
$410K - $431K
|
12.9K
$434K
|
|
|
Oct 21, 2025
Q3 2025
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
12.4K+ 42.38% |
$395K - $415K
|
41.8K
$1.4M
|
|
|
Nov 06, 2025
Q3 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
12.2K+ 2.93% |
$386K - $406K
|
426K
$14.3M
|
|
|
Nov 07, 2025
Q3 2025
|
Maridea Wealth Management LLC
Brooklyn, NY |
BUY
|
- |
11.9K+ 9.76% |
$378K - $397K
|
134K
$4.49M
|
|
|
Oct 22, 2025
Q3 2025
|
Keystone Wealth Services, LLC
|
BUY
|
- |
11.6K+ 14.37% |
$369K - $388K
|
92.5K
$3.11M
|
|
|
Nov 04, 2025
Q3 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
11.6K+ 18.37% |
$369K - $388K
|
74.7K
$2.51M
|
|