Purchases and Sales Made in Q4 2024 in First Tr Ex Tr Fd Viii Ft Cboe (BUFQ)
This table provides information about the institutional ownership of First Tr Ex Tr Fd Viii Ft Cboe (BUFQ) during Q4 2024. The information is specifically focused on institutions that hold shares of FIRST TR EX TR FD VIII FT CBOE.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
93KNew |
$2.79M - $2.98M
|
93K
$2.99M
|
|
|
Jan 21, 2025
Q4 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
38.6K+ 53.12% |
$1.16M - $1.24M
|
111K
$3.58M
|
|
|
Jan 13, 2025
Q4 2024
|
Cooper Financial Group
|
BUY
|
- |
35.3K+ 121.06% |
$1.06M - $1.13M
|
64.5K
$2.08M
|
|
|
Jan 23, 2025
Q4 2024
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
- |
25K+ 40.78% |
$751K - $800K
|
86.3K
$2.78M
|
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
12.8KNew |
$383K - $409K
|
12.8K
$411K
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
BUY
|
- |
9.1KNew |
$273K - $291K
|
9.1K
$293K
|
|
|
Jan 21, 2025
Q4 2024
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
6.51KNew |
$196K - $208K
|
6.51K
$210K
|
|
|
Jan 16, 2025
Q4 2024
|
Focus Wealth Advisors, LLC
|
BUY
|
- |
6.41K+ 3.86% |
$193K - $205K
|
172K
$5.55M
|
|
|
Jan 22, 2025
Q4 2024
|
Prism Advisors, Inc.
|
BUY
|
- |
4.15K+ 2.05% |
$125K - $133K
|
207K
$6.66M
|
|
|
Jan 23, 2025
Q4 2024
|
Hartford Financial Management Inc.
|
BUY
|
- |
2.56KNew |
$77K - $82.1K
|
2.56K
$82.5K
|
|
|
Jan 21, 2025
Q4 2024
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
2.55K+ 10.07% |
$76.6K - $81.6K
|
27.9K
$897K
|
|
|
Jan 21, 2025
Q4 2024
|
Pcg Wealth Advisors, LLC
|
BUY
|
- |
2.31K+ 11.29% |
$69.4K - $73.9K
|
22.8K
$733K
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
2.06K+ 24.69% |
$62K - $66K
|
10.4K
$335K
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
1.06K+ 2.13% |
$31.9K - $34K
|
50.9K
$1.64M
|
|
|
Jan 10, 2025
Q4 2024
|
Hbw Advisory Services LLC
|
BUY
|
- |
903+ 2.42% |
$27.1K - $28.9K
|
38.2K
$1.23M
|
|
|
Jan 14, 2025
Q4 2024
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
BUY
|
- |
895+ 4.77% |
$26.9K - $28.6K
|
19.7K
$633K
|
|
|
Jan 22, 2025
Q4 2024
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
3New |
$90.1 - $96
|
3
$96.6
|
|
|
Jan 22, 2025
Q4 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-205- 1.03% |
$6.16K - $6.56K
|
19.6K
$632K
|
|
|
Jan 22, 2025
Q4 2024
|
Prospect Financial Services LLC
Melville, NY |
SELL
|
- |
-250- 3.4% |
$7.51K - $8K
|
7.11K
$229K
|
|
|
Jan 21, 2025
Q4 2024
|
Midwest Financial Group LLC
Overland Park, KS |
SELL
|
- |
-323- 0.52% |
$9.7K - $10.3K
|
62.1K
$2M
|
|
|
Jan 13, 2025
Q4 2024
|
Heritage Wealth Partners, LLC
Dublin, OH |
SELL
|
- |
-370- 4.8% |
$11.1K - $11.8K
|
7.34K
$236K
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-835- 7.49% |
$25.1K - $26.7K
|
10.3K
$332K
|
|
|
Jan 14, 2025
Q4 2024
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-1.04K- 13.32% |
$31.2K - $33.3K
|
6.77K
$218K
|
|
|
Jan 22, 2025
Q4 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
SELL
|
- |
-1.3K- 3.49% |
$39.1K - $41.6K
|
36K
$1.16M
|
|
|
Jan 22, 2025
Q4 2024
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-1.8K- 16.36% |
$54.1K - $57.6K
|
9.2K
$296K
|
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
SELL
|
- |
-11.4K- 40.96% |
$342K - $365K
|
16.4K
$529K
|
|
|
Jan 13, 2025
Q4 2024
|
Capital Cs Group, LLC
|
SELL
|
- |
-27.7K- 23.68% |
$831K - $886K
|
89.2K
$2.87M
|
|
|
Jan 15, 2025
Q4 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-28.1K- 99.94% |
$844K - $899K
|
16
$515
|
|
|
Jan 16, 2025
Q4 2024
|
River Tree Advisors, LLC
Winter Park, FL |
SELL
|
- |
-37.1K- 14.01% |
$1.12M - $1.19M
|
228K
$7.33M
|
|
|
Jan 23, 2025
Q4 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-48.4K- 98.31% |
$1.45M - $1.55M
|
833
$26.8K
|