Purchases and Sales Made in Q4 2024 in First Tr Exc Trd Fd Viii Ft Cb (BUFD)
This table provides information about the institutional ownership of First Tr Exc Trd Fd Viii Ft Cb (BUFD) during Q4 2024. The information is specifically focused on institutions that hold shares of FIRST TR EXC-TRD FD VIII FT CB.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 25, 2025
Q4 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
12.6K+ 56.8% |
$315K - $325K
|
34.9K
$889K
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
11.6K+ 8.06% |
$289K - $298K
|
156K
$3.96M
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
10.4K+ 31.14% |
$260K - $269K
|
43.9K
$1.12M
|
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
10.3K+ 23.58% |
$258K - $266K
|
54.1K
$1.38M
|
|
|
Jan 29, 2025
Q4 2024
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
8.91K+ 20.03% |
$222K - $229K
|
53.4K
$1.36M
|
|
|
Jan 22, 2025
Q4 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
8.8K+ 1.25% |
$219K - $226K
|
713K
$18.2M
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
8.52K+ 78.18% |
$212K - $219K
|
19.4K
$494K
|
|
|
Feb 04, 2025
Q4 2024
|
Edge Capital Group, LLC
|
BUY
|
- |
8.42KNew |
$210K - $217K
|
8.42K
$215K
|
|
|
Feb 25, 2025
Q4 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
8.16KNew |
$203K - $210K
|
8.16K
$208K
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
8.09K+ 47.03% |
$202K - $208K
|
25.3K
$645K
|
|
|
Feb 13, 2025
Q4 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
8.07K+ 9.95% |
$201K - $208K
|
89.2K
$2.27M
|
|
|
Jan 29, 2025
Q4 2024
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
BUY
|
- |
8.02K+ 21.59% |
$200K - $207K
|
45.2K
$1.15M
|
|
|
Feb 13, 2025
Q4 2024
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
7.4K+ 5.32% |
$185K - $191K
|
147K
$3.73M
|
|
|
Jan 21, 2025
Q4 2024
|
Echo Wealth Management, LLC
|
BUY
|
- |
6.86K+ 53.88% |
$171K - $177K
|
19.6K
$499K
|
|
|
Feb 12, 2025
Q4 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
6.74K+ 23.58% |
$168K - $174K
|
35.3K
$901K
|
|
|
Feb 14, 2025
Q4 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
6.67K+ 57.22% |
$166K - $172K
|
18.3K
$467K
|
|
|
Feb 14, 2025
Q4 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
6.63K+ 6.58% |
$165K - $171K
|
107K
$2.74M
|
|
|
Jan 13, 2025
Q4 2024
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
6.39K+ 22.94% |
$159K - $164K
|
34.2K
$872K
|
|
|
Jan 28, 2025
Q4 2024
|
Santori & Peters, Inc.
|
BUY
|
- |
5.66K+ 1.49% |
$141K - $146K
|
385K
$9.8M
|
|
|
Jan 24, 2025
Q4 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
5.18K+ 9.37% |
$129K - $133K
|
60.5K
$1.54M
|
|
|
Feb 04, 2025
Q4 2024
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
4.9K+ 54.16% |
$122K - $126K
|
13.9K
$355K
|
|
|
Jan 29, 2025
Q4 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
4.55K+ 6.68% |
$113K - $117K
|
72.6K
$1.85M
|
|
|
Jan 13, 2025
Q4 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
4.21K+ 32.96% |
$105K - $108K
|
17K
$432K
|
|
|
Jan 23, 2025
Q4 2024
|
American Institute For Advanced Investment Management, LLP
|
BUY
|
- |
4.12K+ 18.2% |
$103K - $106K
|
26.7K
$681K
|
|
|
Jan 13, 2025
Q4 2024
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
3K+ 25.96% |
$74.7K - $77.1K
|
14.5K
$370K
|
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
2.89K+ 4.69% |
$72K - $74.3K
|
64.4K
$1.64M
|
|
|
Jan 13, 2025
Q4 2024
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
2.86K+ 12.58% |
$71.3K - $73.6K
|
25.6K
$652K
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
BUY
|
- |
2.58K+ 40.67% |
$64.4K - $66.5K
|
8.94K
$228K
|
|
|
Jan 28, 2025
Q4 2024
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
2.29K+ 15.43% |
$57.1K - $58.9K
|
17.1K
$436K
|
|
|
Feb 03, 2025
Q4 2024
|
Indie Asset Partners, LLC
Carmel, IN |
BUY
|
- |
2K+ 21.05% |
$49.9K - $51.5K
|
11.5K
$293K
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
2K+ 1.6% |
$49.8K - $51.4K
|
127K
$3.22M
|
|
|
Jan 29, 2025
Q4 2024
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
1.47K+ 0.69% |
$36.7K - $37.9K
|
216K
$5.51M
|
|
|
Feb 14, 2025
Q4 2024
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
1.45K+ 16.71% |
$36.2K - $37.3K
|
10.1K
$258K
|
|
|
Feb 14, 2025
Q4 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
1.38K+ 1.45% |
$34.3K - $35.4K
|
96.5K
$2.46M
|
|
|
Feb 13, 2025
Q4 2024
|
Tradition Wealth Management, LLC
|
BUY
|
- |
1K+ 1.36% |
$25K - $25.8K
|
74.9K
$1.91M
|
|
|
Feb 14, 2025
Q4 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
982+ 3.68% |
$24.5K - $25.3K
|
27.7K
$705K
|
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
802+ 1.03% |
$20K - $20.6K
|
78.5K
$2M
|
|
|
Feb 11, 2025
Q4 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
738+ 7.31% |
$18.4K - $19K
|
10.8K
$276K
|
|
|
Feb 05, 2025
Q4 2024
|
Ergawealth Advisors, Inc.
Oak Brook, IL |
BUY
|
- |
675+ 1.13% |
$16.8K - $17.4K
|
60.3K
$1.54M
|
|
|
Feb 10, 2025
Q4 2024
|
Chris Bulman Inc
Roseville, CA |
BUY
|
- |
597+ 5.6% |
$14.9K - $15.4K
|
11.3K
$287K
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
590+ 18.1% |
$14.7K - $15.2K
|
3.85K
$98.1K
|
|
|
Jan 21, 2025
Q4 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
585New |
$14.6K - $15.1K
|
585
$14.9K
|
|
|
Jan 16, 2025
Q4 2024
|
Cascade Investment Group, Inc.
Colorado Springs, CO |
BUY
|
- |
475+ 5.08% |
$11.8K - $12.2K
|
9.83K
$251K
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
BUY
|
- |
441New |
$11K - $11.4K
|
441
$11.2K
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
BUY
|
- |
242+ 16.76% |
$6.04K - $6.23K
|
1.69K
$43K
|
|
|
Jan 10, 2025
Q4 2024
|
Hbw Advisory Services LLC
|
BUY
|
- |
161+ 1.55% |
$4.02K - $4.14K
|
10.5K
$268K
|
|
|
Feb 05, 2025
Q4 2024
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
2New |
$49.9 - $51.5
|
2
$51
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-22- 1.91% |
$549 - $566
|
1.13K
$28.7K
|
|
|
Feb 05, 2025
Q4 2024
|
Maia Wealth LLC
Denver, CO |
SELL
|
- |
-24- 0.02% |
$599 - $618
|
128K
$3.25M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-59- 0.29% |
$1.47K - $1.52K
|
20.4K
$521K
|