Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 10, 2025
Q4 2024
|
Free Gulliver LLC
New Orleans, LA |
BUY
|
- |
92.9K+ 170.7% |
$2.76M - $2.86M
|
147K
$4.57M
|
|
|
Jan 22, 2025
Q4 2024
|
Nvest Financial, LLC
|
BUY
|
- |
89.9KNew |
$2.67M - $2.77M
|
89.9K
$2.79M
|
|
|
Feb 14, 2025
Q4 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
89.5K+ 13.73% |
$2.66M - $2.76M
|
741K
$23M
|
|
|
Feb 13, 2025
Q4 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
85.9K+ 84.89% |
$2.55M - $2.65M
|
187K
$5.8M
|
|
|
Jan 14, 2025
Q4 2024
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
BUY
|
- |
85.9K+ 9.64% |
$2.55M - $2.65M
|
977K
$30.3M
|
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
83.9K+ 20.98% |
$2.5M - $2.59M
|
484K
$15M
|
|
|
Feb 14, 2025
Q4 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
81.6K+ 13.45% |
$2.42M - $2.51M
|
688K
$21.3M
|
|
|
Jan 16, 2025
Q4 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
81.3KNew |
$2.42M - $2.5M
|
81.3K
$2.52M
|
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
79.7KNew |
$2.37M - $2.46M
|
79.7K
$2.47M
|
|
|
Feb 11, 2025
Q4 2024
|
Pks Advisory Services, LLC
Albany, NY |
BUY
|
- |
79.7KNew |
$2.37M - $2.46M
|
79.7K
$2.47M
|
|
|
Feb 12, 2025
Q4 2024
|
Maridea Wealth Management LLC
Brooklyn, NY |
BUY
|
- |
79.2KNew |
$2.35M - $2.44M
|
79.2K
$2.45M
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
76.2K+ 23.67% |
$2.27M - $2.35M
|
398K
$12.3M
|
|
|
Feb 12, 2025
Q4 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
75.7K+ 15.74% |
$2.25M - $2.33M
|
556K
$17.3M
|
|
|
Feb 05, 2025
Q4 2024
|
Ergawealth Advisors, Inc.
Oak Brook, IL |
BUY
|
- |
72.4K+ 27.16% |
$2.15M - $2.23M
|
339K
$10.5M
|
|
|
Feb 06, 2025
Q4 2024
|
Symphony Financial Services, Inc.
Akron, OH |
BUY
|
- |
72.3KNew |
$2.15M - $2.23M
|
72.3K
$2.24M
|
|
|
Feb 04, 2025
Q4 2024
|
Wt Wealth Management
|
BUY
|
- |
69.7KNew |
$2.07M - $2.15M
|
69.7K
$2.16M
|
|
|
Feb 14, 2025
Q4 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
69.6K+ 173.3% |
$2.07M - $2.15M
|
110K
$3.41M
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
69.2K+ 53.61% |
$2.06M - $2.13M
|
198K
$6.14M
|
|
|
Feb 14, 2025
Q4 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
66.8K+ 4.38% |
$1.99M - $2.06M
|
1.59M
$49.4M
|
|
|
Jan 21, 2025
Q4 2024
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
65KNew |
$1.93M - $2M
|
65K
$2.01M
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
59.6K+ 4.53% |
$1.77M - $1.83M
|
1.37M
$42.6M
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
58K+ 13.85% |
$1.73M - $1.79M
|
477K
$14.8M
|
|
|
Feb 05, 2025
Q4 2024
|
Jacobi Capital Management LLC
|
BUY
|
- |
57.6K+ 43.64% |
$1.71M - $1.77M
|
189K
$5.87M
|
|
|
Jan 22, 2025
Q4 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
56K+ 180.7% |
$1.66M - $1.72M
|
86.9K
$2.69M
|
|
|
Feb 07, 2025
Q4 2024
|
Slt Holdings LLC
Scottsdale, AZ |
BUY
|
- |
54.1KNew |
$1.61M - $1.67M
|
54.1K
$1.68M
|
|
|
Feb 03, 2025
Q4 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
54K+ 15.04% |
$1.61M - $1.67M
|
414K
$12.8M
|
|
|
Feb 13, 2025
Q4 2024
|
Tradition Wealth Management, LLC
|
BUY
|
- |
48.3K+ 4.09% |
$1.44M - $1.49M
|
1.23M
$38.1M
|
|
|
Feb 13, 2025
Q4 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
46.9K+ 26.54% |
$1.39M - $1.44M
|
223K
$6.93M
|
|
|
Jan 30, 2025
Q4 2024
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
46.5K+ 12.34% |
$1.38M - $1.43M
|
423K
$13.1M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
44.7K+ 6.84% |
$1.33M - $1.38M
|
698K
$21.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Harvest Investment Services, LLC
|
BUY
|
- |
44K+ 34.75% |
$1.31M - $1.36M
|
171K
$5.29M
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
42.5K+ 12.22% |
$1.26M - $1.31M
|
390K
$12.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Novem Group
Rochester, NY |
BUY
|
- |
41KNew |
$1.22M - $1.26M
|
41K
$1.27M
|
|
|
Feb 14, 2025
Q4 2024
|
Pinnacle Associates LTD
|
BUY
|
- |
41K+ 135.07% |
$1.22M - $1.26M
|
71.3K
$2.21M
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
39.9K+ 8.71% |
$1.19M - $1.23M
|
498K
$15.4M
|
|
|
Feb 13, 2025
Q4 2024
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
39.7KNew |
$1.18M - $1.22M
|
39.7K
$1.23M
|
|
|
Feb 03, 2025
Q4 2024
|
Lane & Associates LLC
Moorestown, NJ |
BUY
|
- |
38.9KNew |
$1.16M - $1.2M
|
38.9K
$1.21M
|
|
|
Jan 13, 2025
Q4 2024
|
Ignite Planners, LLC
|
BUY
|
- |
38.5K+ 6.9% |
$1.14M - $1.19M
|
596K
$18.5M
|
|
|
Feb 12, 2025
Q4 2024
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
38.2K+ 3.27% |
$1.13M - $1.18M
|
1.2M
$37.3M
|
|
|
Feb 10, 2025
Q4 2024
|
Valtinson Bruner Financial Planning LLC
|
BUY
|
- |
37K+ 8.36% |
$1.1M - $1.14M
|
479K
$14.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
36.1K+ 25.27% |
$1.07M - $1.11M
|
179K
$5.55M
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
34.6K+ 15.57% |
$1.03M - $1.07M
|
257K
$7.97M
|
|
|
Feb 04, 2025
Q4 2024
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
33.8KNew |
$1M - $1.04M
|
33.8K
$1.05M
|
|
|
Feb 11, 2025
Q4 2024
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
33.1K+ 127.81% |
$983K - $1.02M
|
59K
$1.83M
|
|
|
Feb 12, 2025
Q4 2024
|
Stone X Group Inc.
|
BUY
|
- |
31.3K+ 4.39% |
$929K - $963K
|
743K
$23M
|
|
|
Feb 06, 2025
Q4 2024
|
Sonoma Private Wealth LLC
San Francisco, CA |
BUY
|
- |
31.2KNew |
$927K - $960K
|
31.2K
$966K
|
|
|
Feb 12, 2025
Q4 2024
|
Bullseye Investment Management, LLC
|
BUY
|
- |
30.3KNew |
$901K - $933K
|
30.3K
$939K
|
|
|
Feb 07, 2025
Q4 2024
|
Riverbend Wealth Management, LLC
Myrtle Beach, SC |
BUY
|
- |
29.9KNew |
$888K - $920K
|
29.9K
$926K
|
|
|
Feb 06, 2025
Q4 2024
|
Meridian Wealth Management, LLC
|
BUY
|
- |
29.7K+ 9.15% |
$883K - $915K
|
354K
$11M
|
|
|
Feb 14, 2025
Q4 2024
|
First Heartland Consultants, Inc.
|
BUY
|
- |
28.9K+ 46.28% |
$860K - $891K
|
91.4K
$2.83M
|