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 |
|---|---|---|---|---|---|---|---|
|
May 07, 2025
Q1 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
8.99KNew |
$222K - $235K
|
8.99K
$233K
|
|
|
May 08, 2025
Q1 2025
|
Fsa Advisors, Inc.
Troy, MI |
BUY
|
- |
8.34K+ 32.61% |
$206K - $218K
|
33.9K
$880K
|
|
|
May 06, 2025
Q1 2025
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
8.24KNew |
$203K - $215K
|
8.24K
$214K
|
|
|
May 02, 2025
Q1 2025
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
8.15KNew |
$201K - $213K
|
8.15K
$211K
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
8.03K+ 30.16% |
$198K - $210K
|
34.7K
$899K
|
|
|
May 07, 2025
Q1 2025
|
Maridea Wealth Management LLC
Brooklyn, NY |
BUY
|
- |
7.47K+ 22.8% |
$184K - $195K
|
40.2K
$1.04M
|
|
|
Apr 29, 2025
Q1 2025
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
BUY
|
- |
6.74K+ 14.92% |
$166K - $176K
|
51.9K
$1.35M
|
|
|
May 15, 2025
Q1 2025
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
6.35K+ 32.01% |
$157K - $166K
|
26.2K
$679K
|
|
|
Apr 24, 2025
Q1 2025
|
Santori & Peters, Inc.
|
BUY
|
- |
6.15K+ 1.6% |
$152K - $161K
|
391K
$10.1M
|
|
|
May 07, 2025
Q1 2025
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
6.09KNew |
$150K - $159K
|
6.09K
$158K
|
|
|
May 14, 2025
Q1 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
5.94K+ 21.47% |
$146K - $155K
|
33.6K
$872K
|
|
|
Apr 21, 2025
Q1 2025
|
Life Wealth Investments, LLC
Winter Garden, FL |
BUY
|
- |
5.65K+ 18.75% |
$139K - $147K
|
35.8K
$928K
|
|
|
Apr 17, 2025
Q1 2025
|
Good Life Advisors, LLC
|
BUY
|
- |
5.25K+ 31.64% |
$129K - $137K
|
21.8K
$566K
|
|
|
Apr 16, 2025
Q1 2025
|
American Institute For Advanced Investment Management, LLP
|
BUY
|
- |
4.47K+ 16.71% |
$110K - $117K
|
31.2K
$809K
|
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
4.4K+ 6.2% |
$108K - $115K
|
75.3K
$1.95M
|
|
|
May 01, 2025
Q1 2025
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
4.1K+ 3.9% |
$101K - $107K
|
109K
$2.83M
|
|
|
Apr 28, 2025
Q1 2025
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
3.67K+ 23.51% |
$90.4K - $95.7K
|
19.3K
$500K
|
|
|
May 02, 2025
Q1 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
3.62K+ 4.62% |
$89.4K - $94.6K
|
82.1K
$2.13M
|
|
|
Apr 22, 2025
Q1 2025
|
Ergawealth Advisors, Inc.
Oak Brook, IL |
BUY
|
- |
3.5K+ 5.81% |
$86.4K - $91.4K
|
63.8K
$1.66M
|
|
|
Apr 11, 2025
Q1 2025
|
Alliance Wealth Advisors, LLC
|
BUY
|
- |
3.43K+ 28.45% |
$84.5K - $89.4K
|
15.5K
$401K
|
|
|
Apr 21, 2025
Q1 2025
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
2.97K+ 0.17% |
$73.3K - $77.5K
|
1.78M
$46.3M
|
|
|
May 12, 2025
Q1 2025
|
Symphony Financial Services, Inc.
Akron, OH |
BUY
|
- |
2.75K+ 21.61% |
$67.8K - $71.8K
|
15.5K
$401K
|
|
|
May 12, 2025
Q1 2025
|
Townsquare Capital LLC
|
BUY
|
- |
2.28K+ 0.65% |
$56.1K - $59.4K
|
352K
$9.12M
|
|
|
May 15, 2025
Q1 2025
|
Concorde Asset Management, LLC
|
BUY
|
- |
2.1K+ 13.75% |
$51.7K - $54.8K
|
17.4K
$450K
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
BUY
|
- |
1.92K+ 114.0% |
$47.4K - $50.2K
|
3.61K
$93.6K
|
|
|
May 15, 2025
Q1 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
1.85K+ 2.55% |
$45.6K - $48.3K
|
74.5K
$1.93M
|
|
|
Apr 17, 2025
Q1 2025
|
Precedent Wealth Partners, LLC
Houston, TX |
BUY
|
- |
1.8K+ 2.59% |
$44.3K - $46.8K
|
71.2K
$1.85M
|
|
|
May 12, 2025
Q1 2025
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
1.75K+ 5.12% |
$43.2K - $45.7K
|
36K
$933K
|
|
|
May 14, 2025
Q1 2025
|
Centaurus Financial, Inc.
|
BUY
|
- |
1.65K+ 1.63% |
$40.6K - $43K
|
103K
$2.67M
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.58KNew |
$38.9K - $41.2K
|
1.58K
$40.9K
|
|
|
Apr 17, 2025
Q1 2025
|
Partners Wealth Management, LLC
Carmel By The Sea, CA |
BUY
|
- |
1.52K+ 9.07% |
$37.5K - $39.7K
|
18.3K
$475K
|
|
|
May 15, 2025
Q1 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
BUY
|
- |
982New |
$24.2K - $25.6K
|
982
$25.5K
|
|
|
Apr 25, 2025
Q1 2025
|
Essex Financial Services, Inc.
|
BUY
|
- |
900+ 11.25% |
$22.2K - $23.5K
|
8.9K
$231K
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
BUY
|
- |
790+ 8.84% |
$19.5K - $20.6K
|
9.73K
$252K
|
|
|
Apr 21, 2025
Q1 2025
|
L.M. Kohn & Company
|
BUY
|
- |
513+ 1.77% |
$12.7K - $13.4K
|
29.5K
$765K
|
|
|
May 16, 2025
Q1 2025
|
Financial Strategies Group, Inc.
|
BUY
|
- |
389+ 0.99% |
$9.59K - $10.2K
|
39.6K
$1.03M
|
|
|
Apr 30, 2025
Q1 2025
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
260+ 1.52% |
$6.41K - $6.79K
|
17.4K
$451K
|
|
|
Apr 09, 2025
Q1 2025
|
Hbw Advisory Services LLC
|
BUY
|
- |
234+ 2.22% |
$5.77K - $6.11K
|
10.8K
$279K
|
|
|
Apr 28, 2025
Q1 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
80+ 0.46% |
$1.97K - $2.09K
|
17.3K
$450K
|
|
|
May 01, 2025
Q1 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
1+ 50.0% |
$24.7 - $26.1
|
3
$77.8
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-13- 0.06% |
$321 - $339
|
20.4K
$530K
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
SELL
|
- |
-39- -0.0% |
$962 - $1.02K
|
1.11M
$28.8M
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-48- 4.26% |
$1.18K - $1.25K
|
1.08K
$28K
|
|
|
May 14, 2025
Q1 2025
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-206- 0.07% |
$5.08K - $5.38K
|
280K
$7.26M
|
|
|
Apr 21, 2025
Q1 2025
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-482- 1.66% |
$11.9K - $12.6K
|
28.5K
$740K
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-615- 1.32% |
$15.2K - $16.1K
|
45.9K
$1.19M
|
|
|
May 08, 2025
Q1 2025
|
Arkadios Wealth Advisors
|
SELL
|
- |
-843- 1.56% |
$20.8K - $22K
|
53.3K
$1.38M
|
|
|
Apr 21, 2025
Q1 2025
|
Five Pine Wealth Management
Coeur D Alene, ID |
SELL
|
- |
-1.07K- 3.45% |
$26.4K - $28K
|
30K
$778K
|
|
|
May 15, 2025
Q1 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-1.79K- 16.55% |
$44.2K - $46.8K
|
9.04K
$235K
|
|
|
May 15, 2025
Q1 2025
|
Harvest Investment Services, LLC
|
SELL
|
- |
-1.84K- 7.51% |
$45.4K - $48.1K
|
22.7K
$588K
|