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 26, 2026
Q4 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
5.85K+ 14.09% |
$193K - $198K
|
47.4K
$1.59M
|
|
|
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 29, 2026
Q4 2025
|
Ubs Group Ag
|
BUY
|
- |
5.63KNew |
$186K - $191K
|
5.63K
$189K
|
|
|
Jan 21, 2026
Q4 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
5.47K+ 23.18% |
$181K - $185K
|
29.1K
$977K
|
|
|
Jan 28, 2026
Q4 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
4.73K+ 1.27% |
$156K - $160K
|
378K
$12.7M
|
|
|
Jan 26, 2026
Q4 2025
|
Nicholson Wealth Management Group, LLC
Charlestown, SC |
BUY
|
- |
4.6K+ 37.24% |
$152K - $156K
|
16.9K
$569K
|
|
|
Jan 26, 2026
Q4 2025
|
Hcr Wealth Advisors
Los Angeles, CA |
BUY
|
- |
4.28K+ 57.32% |
$141K - $145K
|
11.7K
$395K
|
|
|
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 26, 2026
Q4 2025
|
Private Trust CO Na
|
BUY
|
- |
2.8K+ 4.24% |
$92.4K - $94.7K
|
68.7K
$2.31M
|
|
|
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 30, 2026
Q4 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
2.01K+ 0.49% |
$66.3K - $67.9K
|
410K
$13.8M
|
|
|
Jan 14, 2026
Q4 2025
|
Wolff Wiese Magana LLC
|
BUY
|
- |
1.96K+ 4.84% |
$64.8K - $66.5K
|
42.5K
$1.43M
|
|
|
Jan 26, 2026
Q4 2025
|
Equity Wealth Partners, LLC
Independence, MO |
BUY
|
- |
1.74K+ 10.43% |
$57.5K - $58.9K
|
18.4K
$619K
|
|
|
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 29, 2026
Q4 2025
|
Midwest Capital Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
1.2KNew |
$39.6K - $40.6K
|
1.2K
$40.3K
|
|
|
Jan 26, 2026
Q4 2025
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
1.12K+ 6.55% |
$37K - $37.9K
|
18.2K
$612K
|
|
|
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
|
|
|
Jan 26, 2026
Q4 2025
|
Heritage Wealth Management, Inc.
Cincinnati, OH |
BUY
|
- |
680+ 1.82% |
$22.5K - $23K
|
38K
$1.28M
|
|
|
Jan 15, 2026
Q4 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
659New |
$21.8K - $22.3K
|
659
$22.1K
|
|
|
Jan 21, 2026
Q4 2025
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
635+ 1.48% |
$21K - $21.5K
|
43.6K
$1.47M
|
|
|
Jan 07, 2026
Q4 2025
|
Wespac Advisors So Cal, LLC
|
BUY
|
- |
592+ 9.87% |
$19.6K - $20.1K
|
6.59K
$221K
|
|
|
Jan 30, 2026
Q4 2025
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
519+ 1.38% |
$17.2K - $17.6K
|
38.1K
$1.28M
|
|
|
Jan 23, 2026
Q4 2025
|
Assetmark, Inc
|
BUY
|
- |
461+ 2.47% |
$15.2K - $15.6K
|
19.1K
$642K
|
|
|
Jan 30, 2026
Q4 2025
|
Axis Wealth Partners, LLC
East Providence, RI |
BUY
|
- |
449+ 2.24% |
$14.8K - $15.2K
|
20.5K
$689K
|
|
|
Jan 16, 2026
Q4 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
424+ 0.67% |
$14K - $14.4K
|
64K
$2.15M
|
|
|
Jan 13, 2026
Q4 2025
|
Adamsbrown Wealth Consultants LLC
|
BUY
|
- |
356+ 2.0% |
$11.8K - $12.1K
|
18.1K
$609K
|
|
|
Jan 28, 2026
Q4 2025
|
Hoey Investments, Inc
Coatesville, PA |
BUY
|
- |
348New |
$11.5K - $11.8K
|
348
$11.7K
|
|
|
Jan 15, 2026
Q4 2025
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
294+ 1.98% |
$9.72K - $9.96K
|
15.1K
$508K
|
|
|
Jan 07, 2026
Q4 2025
|
Lake Street Financial LLC
|
BUY
|
- |
244+ 1.4% |
$8.06K - $8.26K
|
17.6K
$592K
|
|
|
Jan 27, 2026
Q4 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
235+ 75.81% |
$7.77K - $7.96K
|
545
$18.3K
|
|
|
Jan 28, 2026
Q4 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
203+ 0.64% |
$6.71K - $6.88K
|
31.8K
$1.07M
|
|
|
Jan 29, 2026
Q4 2025
|
Traction Financial Partners, LLC
Littleton, CO |
BUY
|
- |
190+ 2.33% |
$6.28K - $6.44K
|
8.35K
$281K
|
|
|
Jan 05, 2026
Q4 2025
|
Holos Integrated Wealth LLC
Kennett Square, PA |
BUY
|
- |
81+ 0.01% |
$2.68K - $2.74K
|
590K
$19.8M
|
|
|
Jan 14, 2026
Q4 2025
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
38+ 0.12% |
$1.26K - $1.29K
|
32.6K
$1.1M
|
|
|
Jan 13, 2026
Q4 2025
|
Accurate Wealth Management, LLC
|
BUY
|
- |
28+ 0.43% |
$925 - $948
|
6.49K
$218K
|
|
|
Jan 29, 2026
Q4 2025
|
Comerica Bank
|
SELL
|
- |
-35- 0.24% |
$1.16K - $1.19K
|
14.6K
$491K
|
|
|
Jan 26, 2026
Q4 2025
|
Life Wealth Investments, LLC
Winter Garden, FL |
SELL
|
- |
-44- 0.49% |
$1.45K - $1.49K
|
8.89K
$299K
|
|
|
Jan 16, 2026
Q4 2025
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
SELL
|
- |
-44- 0.3% |
$1.45K - $1.49K
|
14.5K
$486K
|
|
|
Jan 06, 2026
Q4 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-60- 0.64% |
$1.98K - $2.03K
|
9.33K
$314K
|
|