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 07, 2025
Q4 2024
|
Naviter Wealth, LLC
|
BUY
|
- |
5.39K+ 2.04% |
$160K - $166K
|
270K
$8.36M
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
5.36K+ 12.43% |
$159K - $165K
|
48.5K
$1.5M
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
BUY
|
- |
4.89K+ 7.52% |
$145K - $151K
|
70K
$2.17M
|
|
|
Feb 03, 2025
Q4 2024
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
4.84K+ 13.4% |
$144K - $149K
|
41K
$1.27M
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
4.24K+ 9.15% |
$126K - $131K
|
50.5K
$1.57M
|
|
|
Feb 12, 2025
Q4 2024
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
4.23K+ 22.02% |
$126K - $130K
|
23.4K
$726K
|
|
|
Feb 05, 2025
Q4 2024
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
4.21K+ 5.22% |
$125K - $130K
|
84.9K
$2.63M
|
|
|
Feb 14, 2025
Q4 2024
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
4.2K+ 16.54% |
$125K - $129K
|
29.6K
$917K
|
|
|
Feb 12, 2025
Q4 2024
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
3.86K+ 56.94% |
$115K - $119K
|
10.6K
$330K
|
|
|
Feb 07, 2025
Q4 2024
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
BUY
|
- |
3.79K+ 25.56% |
$113K - $117K
|
18.6K
$577K
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
3.38K+ 0.92% |
$100K - $104K
|
372K
$11.5M
|
|
|
Jan 21, 2025
Q4 2024
|
Echo Wealth Management, LLC
|
BUY
|
- |
3.32K+ 41.97% |
$98.6K - $102K
|
11.2K
$348K
|
|
|
Jan 13, 2025
Q4 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
3.31K+ 7.65% |
$98.3K - $102K
|
46.6K
$1.44M
|
|
|
Jan 29, 2025
Q4 2024
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
3.22K+ 3.35% |
$95.7K - $99.2K
|
99.3K
$3.08M
|
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
3.16K+ 15.41% |
$93.8K - $97.2K
|
23.6K
$732K
|
|
|
Feb 12, 2025
Q4 2024
|
Private Portfolio Partners LLC
|
BUY
|
- |
3.05K+ 29.06% |
$90.6K - $93.9K
|
13.5K
$420K
|
|
|
Jan 21, 2025
Q4 2024
|
Pcg Wealth Advisors, LLC
|
BUY
|
- |
3K+ 2.41% |
$89.2K - $92.4K
|
128K
$3.96M
|
|
|
Feb 12, 2025
Q4 2024
|
Wedbush Securities Inc
|
BUY
|
- |
2.9K+ 2.38% |
$86.2K - $89.4K
|
125K
$3.87M
|
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
2.79K+ 8.95% |
$82.8K - $85.8K
|
33.9K
$1.05M
|
|
|
Feb 04, 2025
Q4 2024
|
Synergy Financial Group, LTD
|
BUY
|
- |
2.61K+ 12.1% |
$77.7K - $80.5K
|
24.2K
$750K
|
|
|
Jan 28, 2025
Q4 2024
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
2.44KNew |
$72.5K - $75.1K
|
2.44K
$75.6K
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
2.43K+ 5.35% |
$72.3K - $75K
|
47.9K
$1.49M
|
|
|
Jan 17, 2025
Q4 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
2.38K+ 6.11% |
$70.6K - $73.2K
|
41.3K
$1.28M
|
|
|
Jan 14, 2025
Q4 2024
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
2.26K+ 10.85% |
$67.3K - $69.7K
|
23.1K
$717K
|
|
|
Feb 05, 2025
Q4 2024
|
Heritage Wealth Management, Inc.
Cincinnati, OH |
BUY
|
- |
2.21K+ 6.68% |
$65.6K - $67.9K
|
35.2K
$1.09M
|
|
|
Jan 28, 2025
Q4 2024
|
Santori & Peters, Inc.
|
BUY
|
- |
2.13K+ 6.16% |
$63.4K - $65.7K
|
36.8K
$1.14M
|
|
|
Jan 30, 2025
Q4 2024
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
BUY
|
- |
2.13K+ 5.8% |
$63.2K - $65.5K
|
38.8K
$1.2M
|
|
|
Feb 05, 2025
Q4 2024
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
2K+ 60.51% |
$59.5K - $61.6K
|
5.31K
$164K
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
2K+ 5.24% |
$59.5K - $61.6K
|
40.2K
$1.24M
|
|
|
Jan 27, 2025
Q4 2024
|
Trilogy Capital Inc.
|
BUY
|
- |
1.99K+ 8.74% |
$59.1K - $61.3K
|
24.8K
$767K
|
|
|
Jan 15, 2025
Q4 2024
|
Rda Financial Network
|
BUY
|
- |
1.98K+ 3.93% |
$58.9K - $61K
|
52.4K
$1.62M
|
|
|
Feb 14, 2025
Q4 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
1.93K+ 2.16% |
$57.4K - $59.5K
|
91.3K
$2.83M
|
|
|
Jan 27, 2025
Q4 2024
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
1.85K+ 1.93% |
$55.1K - $57.1K
|
97.6K
$3.02M
|
|
|
Feb 13, 2025
Q4 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
1.77K+ 14.95% |
$52.6K - $54.5K
|
13.6K
$422K
|
|
|
Jan 29, 2025
Q4 2024
|
Clarity Capital Partners LLC
Newport Beach, CA |
BUY
|
- |
1.76K+ 6.57% |
$52.3K - $54.2K
|
28.5K
$884K
|
|
|
Jan 23, 2025
Q4 2024
|
Keudell
|
BUY
|
- |
1.68K+ 1.91% |
$49.8K - $51.6K
|
89.6K
$2.78M
|
|
|
Feb 03, 2025
Q4 2024
|
Indie Asset Partners, LLC
Carmel, IN |
BUY
|
- |
1.54K+ 16.79% |
$45.8K - $47.4K
|
10.7K
$332K
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
1.52K+ 9.39% |
$45.3K - $47K
|
17.8K
$550K
|
|
|
Feb 14, 2025
Q4 2024
|
Owen La Rue, LLC
Elizabethtown, KY |
BUY
|
- |
1.5K+ 10.71% |
$44.6K - $46.2K
|
15.5K
$481K
|
|
|
Jan 29, 2025
Q4 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
1.45K+ 4.35% |
$43.1K - $44.7K
|
34.8K
$1.08M
|
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
1.3K+ 6.29% |
$38.6K - $40.1K
|
22K
$681K
|
|
|
Jan 14, 2025
Q4 2024
|
Accurate Wealth Management, LLC
|
BUY
|
- |
1.2K+ 15.29% |
$35.5K - $36.8K
|
9.01K
$279K
|
|
|
Jan 13, 2025
Q4 2024
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
1.15K+ 3.51% |
$34.2K - $35.4K
|
33.8K
$1.05M
|
|
|
Jan 27, 2025
Q4 2024
|
Lion Street Advisors, LLC
|
BUY
|
- |
1.13K+ 2.26% |
$33.7K - $34.9K
|
51.3K
$1.59M
|
|
|
Jan 13, 2025
Q4 2024
|
Ewg Elevate Inc.
|
BUY
|
- |
1.1K+ 4.84% |
$32.6K - $33.7K
|
23.7K
$735K
|
|
|
Feb 10, 2025
Q4 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
1.09K+ 4.38% |
$32.3K - $33.4K
|
25.8K
$801K
|
|
|
Feb 14, 2025
Q4 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
1.07K+ 13.68% |
$31.8K - $33K
|
8.89K
$276K
|
|
|
Jan 14, 2025
Q4 2024
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
1.07K+ 40.7% |
$31.7K - $32.8K
|
3.68K
$114K
|
|
|
Feb 07, 2025
Q4 2024
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
1.04K+ 7.18% |
$31K - $32.2K
|
15.6K
$483K
|
|
|
Feb 14, 2025
Q4 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
1K+ 2.27% |
$29.7K - $30.8K
|
45.1K
$1.4M
|