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 12, 2025
Q1 2025
|
Cooper Financial Group
|
SELL
|
- |
-2.02K- 8.63% |
$49.8K - $52.7K
|
21.4K
$555K
|
|
|
Apr 29, 2025
Q1 2025
|
Schulz Wealth, Ltd.
Mansfield, TX |
SELL
|
- |
-2.09K- 13.27% |
$51.6K - $54.6K
|
13.7K
$355K
|
|
|
Apr 18, 2025
Q1 2025
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-2.1K- 28.49% |
$51.8K - $54.8K
|
5.27K
$137K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-2.18KClosed |
$53.7K - $56.8K
|
0
$0
|
|
|
May 12, 2025
Q1 2025
|
Maia Wealth LLC
Denver, CO |
SELL
|
- |
-2.18K- 1.71% |
$53.8K - $57K
|
125K
$3.25M
|
|
|
May 07, 2025
Q1 2025
|
Indie Asset Partners, LLC
Carmel, IN |
SELL
|
- |
-2.5K- 21.74% |
$61.7K - $65.3K
|
9K
$233K
|
|
|
Apr 23, 2025
Q1 2025
|
Virtus Wealth Solutions LLC
Cranford, NJ |
SELL
|
- |
-2.51K- 13.57% |
$61.8K - $65.5K
|
16K
$415K
|
|
|
Apr 21, 2025
Q1 2025
|
Davies Financial Advisors, Inc.
Murrieta, CA |
SELL
|
- |
-2.89K- 8.09% |
$71.3K - $75.5K
|
32.9K
$853K
|
|
|
Apr 24, 2025
Q1 2025
|
Cambridge Advisors Inc.
|
SELL
|
- |
-3K- 13.9% |
$73.9K - $78.2K
|
18.6K
$482K
|
|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-3.15K- 5.21% |
$77.7K - $82.2K
|
57.3K
$1.49M
|
|
|
May 12, 2025
Q1 2025
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-3.3K- 14.28% |
$81.5K - $86.2K
|
19.8K
$514K
|
|
|
Apr 17, 2025
Q1 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-3.52K- 12.11% |
$86.8K - $91.8K
|
25.5K
$662K
|
|
|
May 13, 2025
Q1 2025
|
Andina Capital Management, LLC
Lehi, UT |
SELL
|
- |
-3.64K- 26.2% |
$89.8K - $95.1K
|
10.3K
$266K
|
|
|
May 12, 2025
Q1 2025
|
Integrity Financial Corp
|
SELL
|
- |
-4.22K- 1.64% |
$104K - $110K
|
252K
$6.54M
|
|
|
Apr 21, 2025
Q1 2025
|
Advisor Resource Council
|
SELL
|
- |
-4.57K- 32.13% |
$113K - $119K
|
9.65K
$250K
|
|
|
Apr 16, 2025
Q1 2025
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
SELL
|
- |
-4.89K- 35.1% |
$121K - $128K
|
9.05K
$235K
|
|
|
Apr 09, 2025
Q1 2025
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-5.35K- 0.75% |
$132K - $140K
|
708K
$18.4M
|
|
|
Apr 16, 2025
Q1 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-5.58K- 21.64% |
$138K - $146K
|
20.2K
$524K
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-5.92K- 1.19% |
$146K - $155K
|
492K
$12.8M
|
|
|
May 14, 2025
Q1 2025
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-6.06K- 8.09% |
$149K - $158K
|
68.9K
$1.79M
|
|
|
Apr 29, 2025
Q1 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-6.5K- 16.67% |
$160K - $170K
|
32.5K
$843K
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-6.9K- 19.51% |
$170K - $180K
|
28.5K
$738K
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-6.95K- 1.5% |
$171K - $181K
|
455K
$11.8M
|
|
|
May 07, 2025
Q1 2025
|
Slt Holdings LLC
Scottsdale, AZ |
SELL
|
- |
-7.41K- 13.25% |
$183K - $193K
|
48.5K
$1.26M
|
|
|
May 07, 2025
Q1 2025
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-7.88K- 12.24% |
$194K - $206K
|
56.5K
$1.47M
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-7.94K- 12.02% |
$196K - $207K
|
58.1K
$1.51M
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-9.86K- 32.41% |
$243K - $257K
|
20.6K
$533K
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-10.3K- 50.0% |
$254K - $268K
|
10.3K
$267K
|
|
|
Apr 30, 2025
Q1 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-15.7K- 2.28% |
$387K - $409K
|
673K
$17.5M
|
|
|
May 13, 2025
Q1 2025
|
Tyler Stone Wealth Management
Beachwood, OH |
SELL
|
- |
-18.1K- 14.32% |
$446K - $473K
|
108K
$2.81M
|
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
SELL
|
- |
-28.3K- 15.11% |
$698K - $739K
|
159K
$4.13M
|
|
|
May 14, 2025
Q1 2025
|
Tfb Advisors LLC
Overland Park, KS |
SELL
|
- |
-29.1K- 54.48% |
$717K - $759K
|
24.3K
$630K
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-30.7K- 41.6% |
$758K - $802K
|
43.2K
$1.12M
|
|
|
May 14, 2025
Q1 2025
|
Gw Henssler & Associates LTD
|
SELL
|
- |
-37.4K- 0.93% |
$923K - $977K
|
3.98M
$103M
|
|
|
May 15, 2025
Q1 2025
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-41.9K- 7.75% |
$1.03M - $1.09M
|
499K
$12.9M
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-43.7K- 34.53% |
$1.08M - $1.14M
|
82.8K
$2.15M
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-48.7K- 11.19% |
$1.2M - $1.27M
|
386K
$10M
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-83.7K- 31.95% |
$2.07M - $2.19M
|
178K
$4.63M
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-95.4K- 42.97% |
$2.35M - $2.49M
|
127K
$3.28M
|
|
|
Apr 09, 2025
Q1 2025
|
Milestone Asset Management, LLC
Pittsburgh, PA |
SELL
|
- |
-109K- 25.99% |
$2.7M - $2.86M
|
311K
$8.08M
|
|
|
Apr 22, 2025
Q1 2025
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-145K- 66.92% |
$3.57M - $3.78M
|
71.5K
$1.86M
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-183K- 27.69% |
$4.51M - $4.77M
|
478K
$12.4M
|