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 |
|---|---|---|---|---|---|---|---|
|
Jan 31, 2025
Q4 2024
|
Legacy Solutions, LLC
Kennett Square, PA |
BUY
|
- |
11.8KNew |
$352K - $365K
|
11.8K
$367K
|
|
|
Feb 14, 2025
Q4 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
11.7KNew |
$349K - $362K
|
11.7K
$364K
|
|
|
Feb 11, 2025
Q4 2024
|
Runnymede Capital Advisors, Inc.
Dublin, OH |
BUY
|
- |
11.7KNew |
$348K - $361K
|
11.7K
$363K
|
|
|
Feb 12, 2025
Q4 2024
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
11.7KNew |
$347K - $360K
|
11.7K
$362K
|
|
|
Jan 28, 2025
Q4 2024
|
Hobart Private Capital, LLC
Charlotte, NC |
BUY
|
- |
11.7K+ 1.0% |
$347K - $359K
|
1.17M
$36.4M
|
|
|
Jan 28, 2025
Q4 2024
|
Advisory Resource Group
|
BUY
|
- |
11.6KNew |
$344K - $357K
|
11.6K
$359K
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Wealth Investment Group, LLC
|
BUY
|
- |
11.2KNew |
$332K - $344K
|
11.2K
$346K
|
|
|
Jan 23, 2025
Q4 2024
|
Calton & Associates, Inc.
|
BUY
|
- |
10.3KNew |
$305K - $316K
|
10.3K
$318K
|
|
|
Feb 14, 2025
Q4 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
10.1K+ 4.22% |
$300K - $311K
|
249K
$7.72M
|
|
|
Jan 27, 2025
Q4 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
10.1K+ 7.41% |
$299K - $310K
|
146K
$4.52M
|
|
|
Feb 03, 2025
Q4 2024
|
Element Wealth, LLC
|
BUY
|
- |
10K+ 52.77% |
$299K - $310K
|
29.1K
$902K
|
|
|
Feb 10, 2025
Q4 2024
|
Founders Financial Securities LLC
|
BUY
|
- |
9.45KNew |
$281K - $291K
|
9.45K
$293K
|
|
|
Feb 06, 2025
Q4 2024
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
9.42KNew |
$280K - $290K
|
9.42K
$292K
|
|
|
Feb 06, 2025
Q4 2024
|
Lvz, Inc.
|
BUY
|
- |
9.38KNew |
$279K - $289K
|
9.38K
$291K
|
|
|
Jan 13, 2025
Q4 2024
|
Capital Cs Group, LLC
|
BUY
|
- |
9.37K+ 6.41% |
$278K - $289K
|
156K
$4.82M
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
9.26K+ 8.24% |
$275K - $285K
|
122K
$3.77M
|
|
|
Feb 14, 2025
Q4 2024
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
BUY
|
- |
9.02K+ 4.32% |
$268K - $278K
|
218K
$6.75M
|
|
|
Feb 12, 2025
Q4 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
8.82K+ 179.23% |
$262K - $272K
|
13.7K
$426K
|
|
|
Jan 17, 2025
Q4 2024
|
Secure Asset Management, LLC
|
BUY
|
- |
8.78KNew |
$261K - $271K
|
8.78K
$272K
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
BUY
|
- |
8.69KNew |
$258K - $268K
|
8.69K
$269K
|
|
|
Jan 29, 2025
Q4 2024
|
Pom Investment Strategies, LLC
Raleigh, NC |
BUY
|
- |
8.62K+ 2.06% |
$256K - $266K
|
428K
$13.3M
|
|
|
Jan 31, 2025
Q4 2024
|
Signature Securities Group Corporation
|
BUY
|
- |
8.61K+ 11.4% |
$256K - $265K
|
84.2K
$2.61M
|
|
|
Jan 29, 2025
Q4 2024
|
Financial Guidance Group, Inc.
|
BUY
|
- |
8.61K+ 12.02% |
$256K - $265K
|
80.2K
$2.49M
|
|
|
Jan 21, 2025
Q4 2024
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
8.56K+ 113.58% |
$254K - $264K
|
16.1K
$499K
|
|
|
Jan 16, 2025
Q4 2024
|
Cambridge Advisors Inc.
|
BUY
|
- |
8.53K+ 6.5% |
$254K - $263K
|
140K
$4.33M
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
8.18K+ 5.1% |
$243K - $252K
|
169K
$5.23M
|
|
|
Feb 13, 2025
Q4 2024
|
Townsquare Capital LLC
|
BUY
|
- |
8.11K+ 1.21% |
$241K - $250K
|
679K
$21M
|
|
|
Jan 17, 2025
Q4 2024
|
Independent Wealth Network Inc.
|
BUY
|
- |
8.07K+ 23.79% |
$240K - $248K
|
42K
$1.3M
|
|
|
Jan 24, 2025
Q4 2024
|
Catalina Capital Group, LLC
Torrance, CA |
BUY
|
- |
8.06KNew |
$240K - $248K
|
8.06K
$250K
|
|
|
Jan 24, 2025
Q4 2024
|
Adamsbrown Wealth Consultants LLC
|
BUY
|
- |
8.05K+ 109.71% |
$239K - $248K
|
15.4K
$477K
|
|
|
Feb 19, 2025
Q4 2024
|
Richmond Investment Services, LLC
Mequon, WI |
BUY
|
- |
7.75KNew |
$230K - $239K
|
7.75K
$240K
|
|
|
Feb 03, 2025
Q4 2024
|
Winebrenner Capital Management LLC
Louisville, KY |
BUY
|
- |
7.69KNew |
$229K - $237K
|
7.69K
$238K
|
|
|
Jan 31, 2025
Q4 2024
|
Mcdonald Partners LLC
|
BUY
|
- |
7KNew |
$208K - $216K
|
7K
$217K
|
|
|
Jan 13, 2025
Q4 2024
|
Gsg Advisors LLC
Mount Laurel, NJ |
BUY
|
- |
6.96KNew |
$207K - $214K
|
6.96K
$216K
|
|
|
Feb 12, 2025
Q4 2024
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
6.92K+ 99.07% |
$206K - $213K
|
13.9K
$431K
|
|
|
Feb 12, 2025
Q4 2024
|
Forge Financial Services LLC
Edmond, OK |
BUY
|
- |
6.85KNew |
$204K - $211K
|
6.85K
$212K
|
|
|
Feb 14, 2025
Q4 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
6.71K+ 2.64% |
$199K - $207K
|
261K
$8.09M
|
|
|
Jan 13, 2025
Q4 2024
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
6.7K+ 28.49% |
$199K - $207K
|
30.2K
$937K
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
6.65KNew |
$198K - $205K
|
6.65K
$206K
|
|
|
Feb 10, 2025
Q4 2024
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
6.63K+ 20.34% |
$197K - $204K
|
39.2K
$1.22M
|
|
|
Jan 27, 2025
Q4 2024
|
Foguth Wealth Management, Llc.
Brighton, MI |
BUY
|
- |
6.58K+ 50.93% |
$196K - $203K
|
19.5K
$604K
|
|
|
Jan 21, 2025
Q4 2024
|
Precedent Wealth Partners, LLC
Houston, TX |
BUY
|
- |
6.57K+ 20.24% |
$195K - $202K
|
39K
$1.21M
|
|
|
Jan 28, 2025
Q4 2024
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
6.56K+ 19.55% |
$195K - $202K
|
40.1K
$1.24M
|
|
|
Jan 30, 2025
Q4 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
6.53K+ 25.77% |
$194K - $201K
|
31.9K
$988K
|
|
|
Jan 16, 2025
Q4 2024
|
Focus Wealth Advisors, LLC
|
BUY
|
- |
6.53K+ 3.82% |
$194K - $201K
|
178K
$5.5M
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
6.36K+ 4.65% |
$189K - $196K
|
143K
$4.44M
|
|
|
Jan 24, 2025
Q4 2024
|
Holistic Planning, LLC
Nacogdoches, TX |
BUY
|
- |
5.99K+ 57.89% |
$178K - $185K
|
16.3K
$506K
|
|
|
Feb 11, 2025
Q4 2024
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
5.74K+ 32.76% |
$171K - $177K
|
23.3K
$721K
|
|
|
Feb 12, 2025
Q4 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
5.56K+ 6.15% |
$165K - $171K
|
95.9K
$2.97M
|
|
|
Jan 24, 2025
Q4 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
5.52K+ 10.46% |
$164K - $170K
|
58.2K
$1.81M
|