Purchases and Sales Made in Q1 2025 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 Q1 2025. 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 |
|---|---|---|---|---|---|---|---|
|
Apr 09, 2025
Q1 2025
|
Legacy Financial Group LLC
|
BUY
|
- |
1.88M+ 5833.15% |
$46.5M - $49.2M
|
1.92M
$49.7M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
1.6M+ 25.59% |
$39.4M - $41.7M
|
7.85M
$204M
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
527K+ 47.17% |
$13M - $13.7M
|
1.64M
$42.6M
|
|
|
May 15, 2025
Q1 2025
|
Fischer Investment Strategies, LLC
Westlake Village, CA |
BUY
|
- |
486KNew |
$12M - $12.7M
|
486K
$12.6M
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
395K+ 66.1% |
$9.75M - $10.3M
|
993K
$25.8M
|
|
|
May 15, 2025
Q1 2025
|
Gw Henssler & Associates LTD
|
BUY
|
- |
277K+ 6.98% |
$6.84M - $7.24M
|
4.25M
$110M
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
275K+ 176.54% |
$6.77M - $7.17M
|
430K
$11.2M
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
162K+ 164.18% |
$4M - $4.23M
|
261K
$6.76M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
161K+ 4.91% |
$3.97M - $4.2M
|
3.43M
$89.1M
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
152K+ 40.17% |
$3.74M - $3.96M
|
529K
$13.7M
|
|
|
Apr 14, 2025
Q1 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
117KNew |
$2.89M - $3.06M
|
117K
$3.04M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
112K+ 12.36% |
$2.75M - $2.91M
|
1.01M
$26.3M
|
|
|
Apr 29, 2025
Q1 2025
|
Brookstone Capital Management
|
BUY
|
- |
93.7K+ 14.19% |
$2.31M - $2.45M
|
754K
$19.6M
|
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
88.2K+ 348.62% |
$2.18M - $2.3M
|
114K
$2.94M
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
87.4K+ 12.23% |
$2.15M - $2.28M
|
802K
$20.8M
|
|
|
Apr 17, 2025
Q1 2025
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
76.8K+ 38.08% |
$1.89M - $2M
|
278K
$7.22M
|
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
75.4K+ 79.17% |
$1.86M - $1.97M
|
171K
$4.43M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
74.8K+ 8.29% |
$1.84M - $1.95M
|
976K
$25.3M
|
|
|
May 14, 2025
Q1 2025
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
63.7K+ 43.46% |
$1.57M - $1.66M
|
210K
$5.45M
|
|
|
May 14, 2025
Q1 2025
|
Richmond Investment Services, LLC
Mequon, WI |
BUY
|
- |
56.9KNew |
$1.4M - $1.49M
|
56.9K
$1.48M
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
49.7K+ 290.19% |
$1.23M - $1.3M
|
66.8K
$1.73M
|
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
45.8K+ 136.45% |
$1.13M - $1.2M
|
79.3K
$2.06M
|
|
|
Apr 14, 2025
Q1 2025
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
41.6K+ 245.42% |
$1.03M - $1.09M
|
58.6K
$1.52M
|
|
|
Apr 14, 2025
Q1 2025
|
Tounjian Advisory Partners, LLC
Fort Myers, FL |
BUY
|
- |
34.2KNew |
$842K - $892K
|
34.2K
$886K
|
|
|
May 02, 2025
Q1 2025
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
30.1K+ 2.14% |
$743K - $786K
|
1.44M
$37.4M
|
|
|
Apr 22, 2025
Q1 2025
|
Echo Wealth Management, LLC
|
BUY
|
- |
29.9K+ 152.88% |
$739K - $782K
|
49.5K
$1.28M
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
28.4K+ 105311.11% |
$701K - $742K
|
28.5K
$738K
|
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
26.5K+ 123.0% |
$654K - $692K
|
48.1K
$1.25M
|
|
|
Apr 10, 2025
Q1 2025
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
- |
24.4K+ 25.43% |
$602K - $637K
|
120K
$3.12M
|
|
|
Apr 29, 2025
Q1 2025
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
BUY
|
- |
21.1K+ 5.51% |
$520K - $551K
|
404K
$10.5M
|
|
|
Apr 23, 2025
Q1 2025
|
Img Wealth Management, Inc.
Jacksonville, FL |
BUY
|
- |
18.5K+ 7.52% |
$456K - $483K
|
264K
$6.86M
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
17.7K+ 3621.52% |
$436K - $461K
|
18.2K
$471K
|
|
|
May 14, 2025
Q1 2025
|
Scs Capital Management LLC
Boston, MA |
BUY
|
- |
16KNew |
$393K - $416K
|
16K
$414K
|
|
|
May 15, 2025
Q1 2025
|
Stone X Group Inc.
|
BUY
|
- |
15.9KNew |
$391K - $414K
|
15.9K
$412K
|
|
|
May 06, 2025
Q1 2025
|
Wedbush Securities Inc
|
BUY
|
- |
15K+ 5.74% |
$370K - $391K
|
276K
$7.16M
|
|
|
Apr 25, 2025
Q1 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
15K+ 71.13% |
$369K - $390K
|
36K
$933K
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
14.6K+ 3.77% |
$361K - $382K
|
403K
$10.4M
|
|
|
May 08, 2025
Q1 2025
|
Planwiser Financial, LLC
Colorado Springs, CO |
BUY
|
- |
14.5KNew |
$358K - $379K
|
14.5K
$377K
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
14.2K+ 5.48% |
$350K - $370K
|
273K
$7.08M
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
12.9KNew |
$317K - $335K
|
12.9K
$333K
|
|
|
May 06, 2025
Q1 2025
|
Trilogy Capital Inc.
|
BUY
|
- |
12.5KNew |
$308K - $325K
|
12.5K
$323K
|
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
12.1KNew |
$299K - $317K
|
12.1K
$315K
|
|
|
May 08, 2025
Q1 2025
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
11.7KNew |
$290K - $307K
|
11.7K
$305K
|
|
|
May 15, 2025
Q1 2025
|
Wealth Watch Advisors, Inc
Englewood, CO |
BUY
|
- |
11.4K+ 18.49% |
$280K - $297K
|
72.8K
$1.89M
|
|
|
May 14, 2025
Q1 2025
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
9.81KNew |
$242K - $256K
|
9.81K
$254K
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
9.76K+ 9.09% |
$241K - $255K
|
117K
$3.04M
|
|
|
May 08, 2025
Q1 2025
|
Ifg Advisory, LLC
|
BUY
|
- |
9.6K+ 9.95% |
$237K - $251K
|
106K
$2.75M
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
9.6K+ 49.45% |
$237K - $250K
|
29K
$752K
|
|
|
May 27, 2025
Q1 2025
|
Jacobi Capital Management LLC
|
BUY
|
- |
9.16K+ 5.18% |
$226K - $239K
|
186K
$4.82M
|
|
|
May 16, 2025
Q1 2025
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
9.13K+ 13.54% |
$225K - $238K
|
76.6K
$1.99M
|