Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
2.22M+ 5.59% |
$70.7M - $74.3M
|
42M
$1.41B
|
|
|
Nov 13, 2025
Q3 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
1.34M+ 71.59% |
$42.6M - $44.7M
|
3.21M
$108M
|
|
|
Nov 14, 2025
Q3 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
1.18M+ 10.75% |
$37.6M - $39.5M
|
12.2M
$410M
|
|
|
Nov 14, 2025
Q3 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
998K+ 26.97% |
$31.7M - $33.3M
|
4.7M
$158M
|
|
|
Oct 30, 2025
Q3 2025
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
925K+ 1691.44% |
$29.4M - $30.9M
|
979K
$32.9M
|
|
|
Nov 14, 2025
Q3 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
854K+ 2081.25% |
$27.1M - $28.5M
|
895K
$30.1M
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
681K+ 8.98% |
$21.7M - $22.8M
|
8.27M
$278M
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
663K+ 6.17% |
$21.1M - $22.2M
|
11.4M
$384M
|
|
|
Nov 12, 2025
Q3 2025
|
Psi Advisors, LLC
|
BUY
|
- |
537KNew |
$17.1M - $17.9M
|
537K
$18M
|
|
|
Nov 14, 2025
Q3 2025
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
366K+ 106.16% |
$11.6M - $12.2M
|
710K
$23.9M
|
|
|
Nov 07, 2025
Q3 2025
|
Uniting Wealth Partners, LLC
Mission, KS |
BUY
|
- |
363KNew |
$11.5M - $12.1M
|
363K
$12.2M
|
|
|
Nov 14, 2025
Q3 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
324K+ 4.47% |
$10.3M - $10.8M
|
7.58M
$255M
|
|
|
Nov 14, 2025
Q3 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
298K+ 878.35% |
$9.48M - $9.97M
|
332K
$11.2M
|
|
|
Nov 03, 2025
Q3 2025
|
Howard Capital Management Inc.
|
BUY
|
- |
284K+ 53.89% |
$9.04M - $9.51M
|
812K
$27.3M
|
|
|
Nov 12, 2025
Q3 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
214K+ 8.12% |
$6.79M - $7.14M
|
2.84M
$95.6M
|
|
|
Oct 29, 2025
Q3 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
209K+ 6.21% |
$6.65M - $6.99M
|
3.58M
$120M
|
|
|
Nov 12, 2025
Q3 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
206K+ 6.89% |
$6.54M - $6.88M
|
3.19M
$107M
|
|
|
Nov 13, 2025
Q3 2025
|
Pcg Wealth Advisors, LLC
|
BUY
|
- |
198KNew |
$6.29M - $6.61M
|
198K
$6.65M
|
|
|
Nov 14, 2025
Q3 2025
|
Concorde Asset Management, LLC
|
BUY
|
- |
178K+ 759.8% |
$5.65M - $5.94M
|
201K
$6.76M
|
|
|
Nov 12, 2025
Q3 2025
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
157K+ 22.44% |
$4.99M - $5.24M
|
856K
$28.8M
|
|
|
Oct 22, 2025
Q3 2025
|
Bigelow Investment Advisors, LLC
|
BUY
|
- |
156KNew |
$4.97M - $5.23M
|
156K
$5.26M
|
|
|
Nov 07, 2025
Q3 2025
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
144K+ 57.64% |
$4.57M - $4.8M
|
393K
$13.2M
|
|
|
Nov 03, 2025
Q3 2025
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
136KNew |
$4.33M - $4.56M
|
136K
$4.58M
|
|
|
Nov 14, 2025
Q3 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
124K+ 14.98% |
$3.95M - $4.16M
|
955K
$32.1M
|
|
|
Nov 12, 2025
Q3 2025
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
112K+ 163.6% |
$3.55M - $3.74M
|
180K
$6.05M
|
|
|
Jan 13, 2026
Q3 2025
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
105K+ 16.15% |
$3.33M - $3.5M
|
753K
$25.3M
|
|
|
Nov 14, 2025
Q3 2025
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
104KNew |
$3.31M - $3.48M
|
104K
$3.49M
|
|
|
Nov 13, 2025
Q3 2025
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
103K+ 13.32% |
$3.28M - $3.45M
|
878K
$29.5M
|
|
|
Nov 12, 2025
Q3 2025
|
Ifg Advisory, LLC
|
BUY
|
- |
94.1K+ 21.81% |
$2.99M - $3.14M
|
525K
$17.7M
|
|
|
Oct 30, 2025
Q3 2025
|
Andina Capital Management, LLC
Lehi, UT |
BUY
|
- |
90.5K+ 83.16% |
$2.88M - $3.02M
|
199K
$6.7M
|
|
|
Nov 12, 2025
Q3 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
87.3K+ 3.55% |
$2.78M - $2.92M
|
2.55M
$85.6M
|
|
|
Oct 14, 2025
Q3 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
84.9KNew |
$2.7M - $2.84M
|
84.9K
$2.85M
|
|
|
Nov 12, 2025
Q3 2025
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
75.2K+ 5.93% |
$2.39M - $2.51M
|
1.34M
$45.2M
|
|
|
Nov 14, 2025
Q3 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
73.6K+ 12.55% |
$2.34M - $2.46M
|
660K
$22.2M
|
|
|
Nov 10, 2025
Q3 2025
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
70.6K+ 66.22% |
$2.25M - $2.36M
|
177K
$5.96M
|
|
|
Nov 12, 2025
Q3 2025
|
Capasso Planning Partners LLC
Charleston, SC |
BUY
|
- |
60.1K+ 89.04% |
$1.91M - $2.01M
|
128K
$4.29M
|
|
|
Nov 05, 2025
Q3 2025
|
Img Wealth Management, Inc.
Jacksonville, FL |
BUY
|
- |
56.7K+ 13.34% |
$1.8M - $1.9M
|
482K
$16.2M
|
|
|
Nov 03, 2025
Q3 2025
|
Truist Financial Corp
|
BUY
|
- |
56.6K+ 2.59% |
$1.8M - $1.89M
|
2.24M
$75.2M
|
|
|
Oct 23, 2025
Q3 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
49.4K+ 25.8% |
$1.57M - $1.65M
|
241K
$8.1M
|
|
|
Nov 03, 2025
Q3 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
47.2K+ 25.15% |
$1.5M - $1.58M
|
235K
$7.9M
|
|
|
Nov 14, 2025
Q3 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
47.1K+ 1.89% |
$1.5M - $1.57M
|
2.54M
$85.4M
|
|
|
Nov 05, 2025
Q3 2025
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
47K+ 10.44% |
$1.49M - $1.57M
|
497K
$16.7M
|
|
|
Oct 21, 2025
Q3 2025
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
46KNew |
$1.46M - $1.54M
|
46K
$1.55M
|
|
|
Nov 13, 2025
Q3 2025
|
Wealth Watch Advisors, Inc
Englewood, CO |
BUY
|
- |
44.2K+ 42.73% |
$1.4M - $1.48M
|
148K
$4.96M
|
|
|
Nov 05, 2025
Q3 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
43.9K+ 8.58% |
$1.4M - $1.47M
|
556K
$18.7M
|
|
|
Oct 17, 2025
Q3 2025
|
Schulz Wealth, Ltd.
Mansfield, TX |
BUY
|
- |
38.1K+ 12.22% |
$1.21M - $1.27M
|
350K
$11.8M
|
|
|
Oct 28, 2025
Q3 2025
|
Wolff Wiese Magana LLC
|
BUY
|
- |
37.9K+ 1407.32% |
$1.2M - $1.27M
|
40.6K
$1.36M
|
|
|
Nov 14, 2025
Q3 2025
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
37.2K+ 110.77% |
$1.18M - $1.24M
|
70.7K
$2.38M
|
|
|
Oct 23, 2025
Q3 2025
|
Slt Holdings LLC
Scottsdale, AZ |
BUY
|
- |
36.7K+ 55.2% |
$1.17M - $1.23M
|
103K
$3.46M
|
|
|
Oct 14, 2025
Q3 2025
|
Mc Carthy & Cox
Marysville, OH |
BUY
|
- |
36.1KNew |
$1.15M - $1.21M
|
36.1K
$1.21M
|
|