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 30, 2025
Q4 2024
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
BUY
|
- |
964+ 5.17% |
$28.7K - $29.7K
|
19.6K
$607K
|
|
|
Jan 21, 2025
Q4 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
919New |
$27.3K - $28.3K
|
919
$28.5K
|
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
BUY
|
- |
907+ 2.58% |
$27K - $27.9K
|
36K
$1.12M
|
|
|
Feb 06, 2025
Q4 2024
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
874+ 1.84% |
$26K - $26.9K
|
48.3K
$1.5M
|
|
|
Feb 06, 2025
Q4 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
770New |
$22.9K - $23.7K
|
770
$23.9K
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
715New |
$21.3K - $22K
|
715
$22.2K
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
684+ 2.72% |
$20.3K - $21.1K
|
25.8K
$801K
|
|
|
Feb 07, 2025
Q4 2024
|
Hexagon Capital Partners LLC
|
BUY
|
- |
631New |
$18.8K - $19.4K
|
631
$19.6K
|
|
|
Jan 14, 2025
Q4 2024
|
Wolff Wiese Magana LLC
|
BUY
|
- |
601+ 33.65% |
$17.9K - $18.5K
|
2.39K
$74K
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
565+ 0.03% |
$16.8K - $17.4K
|
2.04M
$63.2M
|
|
|
Feb 10, 2025
Q4 2024
|
Chris Bulman Inc
Roseville, CA |
BUY
|
- |
481+ 0.17% |
$14.3K - $14.8K
|
289K
$8.95M
|
|
|
Feb 14, 2025
Q4 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
479+ 3.19% |
$14.2K - $14.8K
|
15.5K
$480K
|
|
|
Jan 14, 2025
Q4 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
381New |
$11.3K - $11.7K
|
381
$11.8K
|
|
|
Jan 15, 2025
Q4 2024
|
True Wealth Advisors, LLC
|
BUY
|
- |
360+ 1.24% |
$10.7K - $11.1K
|
29.4K
$913K
|
|
|
Jan 17, 2025
Q4 2024
|
Apeiron Ria LLC
|
BUY
|
- |
355+ 2.91% |
$10.6K - $10.9K
|
12.6K
$389K
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
327+ 6.9% |
$9.72K - $10.1K
|
5.07K
$157K
|
|
|
Jan 08, 2025
Q4 2024
|
Worth Asset Management, LLC
|
BUY
|
- |
250+ 2.86% |
$7.43K - $7.7K
|
8.98K
$278K
|
|
|
Feb 07, 2025
Q4 2024
|
Trail Ridge Investment Advisors, LLC
|
BUY
|
- |
245+ 0.24% |
$7.28K - $7.55K
|
103K
$3.18M
|
|
|
Jan 28, 2025
Q4 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
189New |
$5.62K - $5.82K
|
189
$5.86K
|
|
|
Feb 13, 2025
Q4 2024
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
133+ 0.09% |
$3.95K - $4.1K
|
149K
$4.61M
|
|
|
Feb 12, 2025
Q4 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
115+ 2.97% |
$3.42K - $3.54K
|
3.98K
$123K
|
|
|
Feb 14, 2025
Q4 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
100+ 0.45% |
$2.97K - $3.08K
|
22.1K
$685K
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
BUY
|
- |
91+ 2.64% |
$2.71K - $2.8K
|
3.54K
$110K
|
|
|
Feb 14, 2025
Q4 2024
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
80New |
$2.38K - $2.46K
|
80
$2.48K
|
|
|
Feb 13, 2025
Q4 2024
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
60New |
$1.78K - $1.85K
|
60
$1.86K
|
|
|
Feb 05, 2025
Q4 2024
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
1New |
$29.7 - $30.8
|
1
$31
|
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
SELL
|
- |
-6- 0.29% |
$178 - $185
|
2.04K
$63.2K
|
|
|
Jan 30, 2025
Q4 2024
|
L.M. Kohn & Company
|
SELL
|
- |
-63- 0.04% |
$1.87K - $1.94K
|
150K
$4.65M
|
|
|
Jan 16, 2025
Q4 2024
|
Davies Financial Advisors, Inc.
Murrieta, CA |
SELL
|
- |
-136- 1.29% |
$4.04K - $4.19K
|
10.4K
$323K
|
|
|
Jan 08, 2025
Q4 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
SELL
|
- |
-170- 23.91% |
$5.05K - $5.24K
|
541
$16.8K
|
|
|
Feb 06, 2025
Q4 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-171- 2.18% |
$5.08K - $5.27K
|
7.68K
$238K
|
|
|
Feb 14, 2025
Q4 2024
|
Private Advisory Group LLC
Redmond, WA |
SELL
|
- |
-207- 0.6% |
$6.15K - $6.38K
|
34.5K
$1.07M
|
|
|
Jan 21, 2025
Q4 2024
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-241- 1.35% |
$7.16K - $7.43K
|
17.7K
$548K
|
|
|
Feb 12, 2025
Q4 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-245- 11.84% |
$7.28K - $7.55K
|
1.83K
$56.6K
|
|
|
Feb 12, 2025
Q4 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-250- 1.72% |
$7.43K - $7.7K
|
14.3K
$444K
|
|
|
Jan 23, 2025
Q4 2024
|
Masso Torrence Wealth Management Inc.
|
SELL
|
- |
-250- 3.49% |
$7.43K - $7.7K
|
6.91K
$214K
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-361- 66.0% |
$10.7K - $11.1K
|
186
$5.77K
|
|
|
Jan 13, 2025
Q4 2024
|
Heritage Wealth Partners, LLC
Dublin, OH |
SELL
|
- |
-370- 4.56% |
$11K - $11.4K
|
7.75K
$240K
|
|
|
Jan 22, 2025
Q4 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
SELL
|
- |
-383- 0.43% |
$11.4K - $11.8K
|
88.6K
$2.75M
|
|
|
Jan 23, 2025
Q4 2024
|
American Institute For Advanced Investment Management, LLP
|
SELL
|
- |
-400- 1.13% |
$11.9K - $12.3K
|
35K
$1.08M
|
|
|
Jan 24, 2025
Q4 2024
|
Wespac Advisors So Cal, LLC
|
SELL
|
- |
-400- 3.85% |
$11.9K - $12.3K
|
10K
$310K
|
|
|
Jan 27, 2025
Q4 2024
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-488- 2.66% |
$14.5K - $15K
|
17.8K
$553K
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-519- 1.34% |
$15.4K - $16K
|
38.2K
$1.18M
|
|
|
Feb 04, 2025
Q4 2024
|
Kovack Advisors, Inc.
|
SELL
|
- |
-540- 0.55% |
$16.1K - $16.6K
|
98.2K
$3.04M
|
|
|
Feb 13, 2025
Q4 2024
|
Belpointe Asset Management LLC
|
SELL
|
- |
-613- 1.78% |
$18.2K - $18.9K
|
33.9K
$1.05M
|
|
|
Jan 13, 2025
Q4 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
SELL
|
- |
-615- 4.55% |
$18.3K - $18.9K
|
12.9K
$400K
|
|
|
Jan 24, 2025
Q4 2024
|
Magnolia Capital Advisors LLC
Jackson, MS |
SELL
|
- |
-650- 1.24% |
$19.3K - $20K
|
52K
$1.61M
|
|
|
Jan 22, 2025
Q4 2024
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-700- 2.23% |
$20.8K - $21.6K
|
30.7K
$950K
|
|
|
Feb 07, 2025
Q4 2024
|
Pfg Advisors
|
SELL
|
- |
-897- 3.22% |
$26.7K - $27.6K
|
26.9K
$835K
|
|
|
Jan 23, 2025
Q4 2024
|
Fsa Advisors, Inc.
Troy, MI |
SELL
|
- |
-959- 2.46% |
$28.5K - $29.5K
|
38K
$1.18M
|