Who owns FIRST TR EXCHNG TRADED FD VI CBOE VEST FD DEP?
- Ticker: BUFD
- CUSIP Number: 33740u703
Tip: Access positions for across all investors
Analyze quarterly positions in First Tr Exchng Traded Fd Vi Cboe Vest Fd Dep with up to 7 years of data, all consolidated into one spreadsheet
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Who bought or sold FIRST TR EXCHNG TRADED FD VI CBOE VEST FD DEP this quarter?
Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
---|---|---|---|---|---|
LPL Financial | 5.5M | $138M | 28% | Sep 2024 |
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G. W. Henssler & Associates | 4.1M | $102M | 1% | Sep 2024 |
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Envestnet Asset Management | 3.3M | $83M | 6% | Sep 2024 |
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Centennial Wealth Advisory | 1.8M | $46M | -2% | Sep 2024 |
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Creekmur Asset Management | 1.4M | $34M | 7% | Sep 2024 |
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Advisor Group Holdings | 1.1M | $28M | 65% | Sep 2024 |
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Branch Banking & Trust Company | 920k | $22M | 8% | Jun 2024 |
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Cetera Investment Advisers | 804k | $20M | -6% | Jun 2024 |
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Commonwealth Equity Services | 796k | $20M | 3% | Sep 2024 |
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Capital Asset Advisory Services | 704k | $18M | 12% | Sep 2024 |
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Brookstone Capital Management | 691k | $17M | -3% | Sep 2024 |
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Axxcess Wealth Management | 663k | $17M | -31% | Sep 2024 |
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Cambridge Investment Research Advisors | 614k | $15M | -2% | Sep 2024 |
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Mml Investors Services | 587k | $15M | 3% | Sep 2024 |
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Goss Wealth Management | 552k | $13M | 63% | Jun 2024 |
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Stratos Wealth Partners | 433k | $11M | 8% | Sep 2024 |
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Milestone Asset Management | 425k | $11M | 5% | Sep 2024 |
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Private Advisor | 398k | $10M | -6% | Sep 2024 |
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Harbour Investments | 396k | $9.9M | 9% | Sep 2024 |
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Coppell Advisory Solutions | 388k | $9.7M | 37% | Sep 2024 |
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Santori & Peters | 379k | $9.5M | -4% | Sep 2024 |
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Brass Tax Wealth Management | 359k | $9.0M | 9% | Sep 2024 |
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Townsquare Capital | 350k | $8.8M | -18% | Sep 2024 |
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Mariner Wealth Advisors | 310k | $7.8M | 16% | Sep 2024 |
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Change Path | 286k | $7.2M | 14% | Sep 2024 |
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Royal Bank of Canada | 267k | $6.7M | 26% | Sep 2024 |
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Wedbush Morgan Securities | 266k | $6.7M | 10% | Sep 2024 |
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Integrity Financial Corp | 263k | $6.6M | 4% | Sep 2024 |
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Atria Wealth Solutions | 247k | $6.2M | 15% | Sep 2024 |
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Walkner Condon Financial Advisors | 215k | $5.4M | -22% | Sep 2024 |
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CWM | 206k | $5.2M | 15% | Sep 2024 |
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Envestnet Portfolio Solutions | 203k | $5.1M | 12% | Sep 2024 |
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Advisory Services Network | 163k | $4.0M | 0% | Sep 2024 |
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Kestra Advisory Services | 144k | $3.6M | -12% | Sep 2024 |
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Synovus Financial Corp. | 139k | $3.5M | 22% | Sep 2024 |
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Maia Wealth | 128k | $3.2M | 2% | Sep 2024 |
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Simplicity Wealth | 122k | $3.1M | 15% | Sep 2024 |
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H D Vest Advisory Services | 116k | $2.8M | 10% | Jun 2024 |
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Apollon Financial | 105k | $2.6M | 100% | Sep 2024 |
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AE Wealth Management | 102k | $2.5M | 3% | Sep 2024 |
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Integrated Wealth Concepts | 101k | $2.5M | 27% | Sep 2024 |
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Centaurus Financial | 96k | $2.4M | 1% | Sep 2024 |
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IFG Advisory | 95k | $2.4M | 6% | Sep 2024 |
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Jacobi Capital Management | 88k | $2.1M | -21% | Jun 2024 |
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Resources Investment Advisors | 81k | $2.0M | 0% | Sep 2024 |
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Kingsview Wealth Management | 78k | $1.9M | -3% | Sep 2024 |
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Tradition Wealth Management | 74k | $1.9M | -3% | Sep 2024 |
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Iams Wealth Management | 74k | $1.8M | 5% | Sep 2024 |
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Tyler-Stone Wealth Management | 73k | $1.8M | 117% | Sep 2024 |
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Gladstone Institutional Advisory | 68k | $1.7M | -2% | Sep 2024 |
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Foundations Investment Advisors | 62k | $1.5M | -4% | Sep 2024 |
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Ergawealth Advisors | 60k | $1.5M | 233% | Sep 2024 |
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GPS Wealth Strategies Group | 55k | $1.4M | 100% | Sep 2024 |
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Strategic Blueprint | 55k | $1.4M | 0% | Sep 2024 |
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CoreCap Advisors | 49k | $1.2M | -4% | Sep 2024 |
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Legacy Financial Group | 46k | $1.2M | 39% | Sep 2024 |
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Sigma Planning | 45k | $1.1M | 58% | Sep 2024 |
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TFB Advisors | 45k | $1.1M | 2% | Sep 2024 |
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Arkadios Wealth Advisors | 44k | $1.1M | -14% | Sep 2024 |
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Householder Group Estate & Retirement Specialist | 44k | $1.1M | 130% | Sep 2024 |
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Davies Financial Advisors | 40k | $1.0M | -1% | Sep 2024 |
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First Heartland Consultants | 40k | $998k | -9% | Sep 2024 |
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Financial Strategies Group | 39k | $990k | 0% | Sep 2024 |
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Precedent Wealth Partners | 38k | $955k | 100% | Sep 2024 |
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Paul Damon & Associates | 37k | $931k | 47% | Sep 2024 |
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Equitable Holdings | 35k | $858k | 38% | Jun 2024 |
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L.m. Kohn & Company | 34k | $844k | 2% | Sep 2024 |
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Principal Securities | 34k | $839k | 28% | Sep 2024 |
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Legacy Investment Solutions | 33k | $829k | 100% | Sep 2024 |
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Legacy Wealth Managment | 33k | $829k | 100% | Sep 2024 |
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Vima | 31k | $781k | 28% | Sep 2024 |
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Castleview Partners | 31k | $772k | -3% | Sep 2024 |
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FSA Advisors | 30k | $732k | 86% | Sep 2024 |
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Apollon Wealth Management | 29k | $719k | -10% | Sep 2024 |
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Orion Portfolio Solutions | 29k | $716k | 100% | Sep 2024 |
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Claro Advisors | 28k | $697k | 0% | Sep 2024 |
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Nbc Securities | 28k | $695k | -7% | Sep 2024 |
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EdgeRock Capital | 28k | $689k | 0% | Sep 2024 |
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Benjamin Edwards | 27k | $665k | 100% | Sep 2024 |
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Lion Street Advisors | 26k | $657k | 0% | Sep 2024 |
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Ameritas Advisory Services | 26k | $653k | -19% | Sep 2024 |
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Cooper Financial Group | 26k | $634k | -5% | Jun 2024 |
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Dynamic Advisors Solutions | 26k | $647k | -16% | Sep 2024 |
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American Institute for Advanced Investment Management | 23k | $566k | 32% | Sep 2024 |
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Benjamin F. Edwards & Company | 22k | $541k | -2% | Jun 2024 |
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National Asset Management | 22k | $557k | 100% | Sep 2024 |
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Cambridge Advisors | 22k | $553k | -2% | Sep 2024 |
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McKinley Carter Wealth Services | 22k | $549k | 87% | Sep 2024 |
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Cedrus | 22k | $540k | 100% | Sep 2024 |
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VitalStone Financial | 21k | $531k | 11% | Sep 2024 |
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Janney Montgomery Scott | 21k | $513k | -6% | Sep 2024 |
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Mutual Advisors | 19k | $482k | -42% | Sep 2024 |
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Susquehanna International | 18k | $451k | -70% | Sep 2024 |
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Kestra Private Wealth Services | 17k | $431k | -15% | Sep 2024 |
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IFP Advisors | 17k | $412k | -3% | Jun 2024 |
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Good Life Advisors | 17k | $415k | 0% | Sep 2024 |
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Citadel Advisors | 16k | $405k | -60% | Sep 2024 |
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Schulz Wealth | 16k | $395k | 0% | Sep 2024 |
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Onyx Bridge Wealth Group | 15k | $382k | 0% | Sep 2024 |
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Focus Financial Network | 15k | $376k | 0% | Sep 2024 |
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Moloney Securities Asset Management | 15k | $372k | 100% | Sep 2024 |
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Andina Capital Management | 15k | $365k | -10% | Sep 2024 |
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Sanctuary Wealth Management | 13k | $322k | 0% | Sep 2024 |
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Pallas Capital Advisors | 13k | $321k | 18% | Sep 2024 |
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Echo Wealth Management | 13k | $320k | 0% | Sep 2024 |
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Strategic Financial Concepts | 13k | $315k | -95% | Sep 2024 |
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Alliance Wealth Advisors | 12k | $302k | 4% | Sep 2024 |
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Sanctuary Advisors | 12k | $302k | 0% | Sep 2024 |
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Quad-Cities Investment Group | 12k | $289k | -18% | Sep 2024 |
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Jpmorgan Chase & Co | 12k | $287k | 11358% | Sep 2024 |
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Regal Investment Advisors | 11k | $284k | 0% | Sep 2024 |
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RFG Advisory | 11k | $273k | 100% | Sep 2024 |
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Chris Bulman | 11k | $267k | -47% | Sep 2024 |
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Clear Creek Financial Management | 11k | $265k | 0% | Sep 2024 |
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HBW Advisory Services | 10k | $260k | 11% | Sep 2024 |
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Ausdal Financial Partners | 10k | $253k | 100% | Sep 2024 |
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Harvest Investment Services | 9.8k | $245k | 100% | Sep 2024 |
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Creative Planning | 9.8k | $245k | 100% | Sep 2024 |
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DHJJ Financial Advisors | 9.5k | $238k | -3% | Sep 2024 |
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Indie Asset Partners | 9.5k | $238k | 15% | Sep 2024 |
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Cascade Investment Group | 9.4k | $234k | 11% | Sep 2024 |
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Mayfair Advisory Group | 9.3k | $228k | 100% | Jun 2024 |
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Twin Peaks Wealth Advisors | 9.0k | $227k | 0% | Sep 2024 |
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Prospera Financial Services | 8.9k | $222k | -85% | Sep 2024 |
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Essex Financial Services | 8.9k | $224k | 100% | Sep 2024 |
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Prosperity Consulting Group | 8.7k | $217k | 100% | Sep 2024 |
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Jane Street | 8.7k | $217k | 100% | Sep 2024 |
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Encompass More Asset Management | 8.1k | $204k | 100% | Sep 2024 |
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Private Trust Co Na | 5.9k | $144k | 0% | Jun 2024 |
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Proequities | 3.9k | $98M | -81% | Sep 2024 |
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Nelson, Van Denburg & Campbell Wealth Management | 3.3k | $82k | -42% | Sep 2024 |
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Steward Partners Investment Advisory | 2.0k | $49k | 0% | Jun 2024 |
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Wells Fargo & Company | 1.7k | $41k | 100% | Sep 2024 |
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Assetmark | 1.4k | $36k | -21% | Sep 2024 |
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Creative Financial Designs | 1.4k | $36k | 0% | Sep 2024 |
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Larson Financial Group | 1.2k | $31k | 0% | Sep 2024 |
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Aptus Capital Advisors | 1.2k | $29k | 0% | Sep 2024 |
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Morgan Stanley | 1.1k | $26k | 0% | Jun 2024 |
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Jaffetilchin Investment Partners | 871.00 | $22k | 100% | Sep 2024 |
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ICA Group Wealth Management | 700.00 | $17k | -73% | Jun 2024 |
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Northwestern Mutual Wealth Management Company | 494.00 | $12k | 100% | Sep 2024 |
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Albion Financial Group | 358.00 | $9.0k | 0% | Sep 2024 |
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Blue Bell Private Wealth Management | 235.00 | $5.9k | 0% | Sep 2024 |
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Clear Point Advisors | 100.00 | $2.5k | 0% | Sep 2024 |
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Who sold out of First Tr Exchng Traded Fd Vi Cboe Vest Fd Dep?
Fund or Company Name | Date Sold | Shares Held | Valued At |
---|---|---|---|
Sowell Financial Services | Jun 2024 | 74k | $1.9M |
Concurrent Investment Advisors | Jun 2024 | 43k | $1.1M |
Integrated Advisors Network | Jun 2024 | 15k | $373k |
Perigon Wealth Management | Jun 2024 | 9.3k | $227k |
Kelly Financial Services | Jun 2024 | 3.3k | $81k |
Ashton Thomas Private Wealth | Jun 2024 | 3.1k | $76k |
International Assets Investment Management | Jun 2024 | 1.4k | $33k |