Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 22, 2026
Q4 2025
|
Howard Capital Management Inc.
|
BUY
|
- |
445K+ 54.82% |
$14.7M - $15.1M
|
1.26M
$42.3M
|
|
|
Jan 06, 2026
Q4 2025
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
286KNew |
$9.44M - $9.67M
|
286K
$9.6M
|
|
|
Jan 20, 2026
Q4 2025
|
Stewardship Concepts Financial Services LLC
Spokane, WA |
BUY
|
- |
223KNew |
$7.36M - $7.54M
|
223K
$7.48M
|
|
|
Jan 23, 2026
Q4 2025
|
Split Rock Private Trading & Wealth Management, LLC
Cloquet, MN |
BUY
|
- |
157KNew |
$5.19M - $5.32M
|
157K
$5.27M
|
|
|
Jan 08, 2026
Q4 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
145K+ 4.05% |
$4.79M - $4.91M
|
3.72M
$125M
|
|
|
Jan 23, 2026
Q4 2025
|
Hbw Advisory Services LLC
|
BUY
|
- |
110K+ 26.42% |
$3.62M - $3.71M
|
524K
$17.6M
|
|
|
Jan 15, 2026
Q4 2025
|
Brookstone Capital Management
|
BUY
|
- |
87.4K+ 9.61% |
$2.89M - $2.96M
|
998K
$33.5M
|
|
|
Jan 12, 2026
Q4 2025
|
Optivise Advisory Services LLC
Franklin, TN |
BUY
|
- |
71.4K+ 749.69% |
$2.36M - $2.42M
|
80.9K
$2.72M
|
|
|
Jan 22, 2026
Q4 2025
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
50.1K+ 226.48% |
$1.66M - $1.7M
|
72.2K
$2.43M
|
|
|
Jan 15, 2026
Q4 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
39.7K+ 537.9% |
$1.31M - $1.35M
|
47.1K
$1.58M
|
|
|
Jan 21, 2026
Q4 2025
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
32.4K+ 6.53% |
$1.07M - $1.1M
|
529K
$17.8M
|
|
|
Jan 20, 2026
Q4 2025
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
26.9KNew |
$890K - $912K
|
26.9K
$905K
|
|
|
Jan 08, 2026
Q4 2025
|
Maridea Wealth Management LLC
Brooklyn, NY |
BUY
|
- |
26.7K+ 20.03% |
$884K - $906K
|
160K
$5.39M
|
|
|
Jan 08, 2026
Q4 2025
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
26K+ 3.0% |
$860K - $881K
|
895K
$30.1M
|
|
|
Jan 12, 2026
Q4 2025
|
Wealth Group LTD
Eden Prairie, MN |
BUY
|
- |
24.4KNew |
$808K - $828K
|
24.4K
$821K
|
|
|
Jan 12, 2026
Q4 2025
|
Davenport & CO LLC
|
BUY
|
- |
23.9K+ 55.78% |
$791K - $811K
|
66.8K
$2.25M
|
|
|
Jan 14, 2026
Q4 2025
|
Edge Rock Capital LLC
|
BUY
|
- |
20.5KNew |
$678K - $695K
|
20.5K
$689K
|
|
|
Jan 21, 2026
Q4 2025
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
17KNew |
$562K - $576K
|
17K
$571K
|
|
|
Jan 20, 2026
Q4 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
16.9K+ 3.35% |
$557K - $571K
|
520K
$17.5M
|
|
|
Jan 23, 2026
Q4 2025
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
14.8KNew |
$489K - $501K
|
14.8K
$497K
|
|
|
Jan 12, 2026
Q4 2025
|
Breakthru Advisory Services, LLC
Muskego, WI |
BUY
|
- |
14.3K+ 14.98% |
$472K - $483K
|
109K
$3.68M
|
|
|
Jan 22, 2026
Q4 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
12.9K+ 25.6% |
$425K - $436K
|
63.1K
$2.12M
|
|
|
Jan 07, 2026
Q4 2025
|
Cooper Financial Group
|
BUY
|
- |
12.1K+ 2.57% |
$399K - $409K
|
482K
$16.2M
|
|
|
Jan 20, 2026
Q4 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
11K+ 137.02% |
$365K - $374K
|
19.1K
$642K
|
|
|
Jan 14, 2026
Q4 2025
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
10.2KNew |
$337K - $346K
|
10.2K
$343K
|
|
|
Jan 23, 2026
Q4 2025
|
Pmg Wealth Management, Inc.
Hawthorn Woods, IL |
BUY
|
- |
10K+ 3.89% |
$330K - $339K
|
267K
$8.97M
|
|
|
Jan 21, 2026
Q4 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
9.41K+ 4.0% |
$311K - $319K
|
245K
$8.22M
|
|
|
Jan 14, 2026
Q4 2025
|
Chris Bulman Inc
Roseville, CA |
BUY
|
- |
8.56K+ 3.95% |
$283K - $290K
|
225K
$7.58M
|
|
|
Jan 12, 2026
Q4 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
7.96KNew |
$263K - $270K
|
7.96K
$268K
|
|
|
Jan 07, 2026
Q4 2025
|
True Wealth Advisors, LLC
|
BUY
|
- |
7.5K+ 18.43% |
$248K - $254K
|
48.2K
$1.62M
|
|
|
Jan 12, 2026
Q4 2025
|
National Wealth Management Group, LLC
Cincinnati, OH |
BUY
|
- |
7.12KNew |
$235K - $241K
|
7.12K
$239K
|
|
|
Jan 15, 2026
Q4 2025
|
Lighthouse Wealth Management Inc.
Ashland, OH |
BUY
|
- |
6.35K+ 21.64% |
$210K - $215K
|
35.7K
$1.2M
|
|
|
Jan 20, 2026
Q4 2025
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
5.77K+ 13.82% |
$191K - $196K
|
47.5K
$1.6M
|
|
|
Jan 21, 2026
Q4 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
5.47K+ 23.18% |
$181K - $185K
|
29.1K
$977K
|
|
|
Jan 16, 2026
Q4 2025
|
Tower Wealth Partners, Inc.
Lewisburg, PA |
BUY
|
- |
3.72K+ 1.06% |
$123K - $126K
|
354K
$11.9M
|
|
|
Jan 20, 2026
Q4 2025
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
3.65K+ 7.98% |
$121K - $123K
|
49.4K
$1.66M
|
|
|
Jan 14, 2026
Q4 2025
|
Private Advisory Group LLC
Redmond, WA |
BUY
|
- |
3.58K+ 12.1% |
$118K - $121K
|
33.1K
$1.11M
|
|
|
Jan 16, 2026
Q4 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
3.44KNew |
$114K - $116K
|
3.44K
$116K
|
|
|
Jan 21, 2026
Q4 2025
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
2.99K+ 22.85% |
$98.7K - $101K
|
16K
$539K
|
|
|
Jan 14, 2026
Q4 2025
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
2.53K+ 0.51% |
$83.7K - $85.8K
|
495K
$16.7M
|
|
|
Jan 23, 2026
Q4 2025
|
Able Financial Group, LLC
Scottsdale, AZ |
BUY
|
- |
2.21K+ 12.56% |
$73K - $74.8K
|
19.8K
$666K
|
|
|
Jan 14, 2026
Q4 2025
|
Wolff Wiese Magana LLC
|
BUY
|
- |
1.96K+ 4.84% |
$64.8K - $66.5K
|
42.5K
$1.43M
|
|
|
Jan 14, 2026
Q4 2025
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
1.72K+ 0.44% |
$56.7K - $58.2K
|
395K
$13.3M
|
|
|
Jan 05, 2026
Q4 2025
|
Goal Vest Advisory LLC
|
BUY
|
- |
1.67KNew |
$55.1K - $56.5K
|
1.67K
$56K
|
|
|
Jan 08, 2026
Q4 2025
|
Focus Wealth Advisors, LLC
|
BUY
|
- |
1.55K+ 0.87% |
$51.1K - $52.4K
|
180K
$6.05M
|
|
|
Jan 05, 2026
Q4 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
1.52K+ 1.59% |
$50.3K - $51.6K
|
97.2K
$3.27M
|
|
|
Jan 14, 2026
Q4 2025
|
River Tree Advisors, LLC
Winter Park, FL |
BUY
|
- |
1.51K+ 0.77% |
$50K - $51.3K
|
197K
$6.64M
|
|
|
Jan 16, 2026
Q4 2025
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
1.11K+ 2.65% |
$36.7K - $37.6K
|
42.9K
$1.44M
|
|
|
Jan 21, 2026
Q4 2025
|
Albion Financial Group
|
BUY
|
- |
749New |
$24.8K - $25.4K
|
749
$25.2K
|
|
|
Jan 16, 2026
Q4 2025
|
Bridge Port Financial Solutions, LLC
Fairfield, IA |
BUY
|
- |
749+ 0.88% |
$24.8K - $25.4K
|
85.7K
$2.88M
|
|