A detailed history of Financial Strategies Group, Inc. transactions in First Tr Exc Trd Fd Viii Ft Cb stock. As of the latest transaction made, Financial Strategies Group, Inc. holds 40,763 shares of BUFD stock, worth $994,617. This represents 0.26% of its overall portfolio holdings.

Number of Shares
40,763
Previous 41,082 0.78%
Holding current value
$994,617
Previous $932,000 3.11%
% of portfolio
0.26%
Previous 0.27%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 18, 2024

SELL
$22.48 - $23.63 $7,171 - $7,537
-319 Reduced 0.78%
40,763 $961,000
Q4 2023

Jan 30, 2024

SELL
$20.7 - $22.72 $154,773 - $169,877
-7,477 Reduced 15.4%
41,082 $932,000
Q3 2023

Oct 18, 2023

SELL
$21.12 - $21.9 $10.6 Million - $11 Million
-502,147 Reduced 91.18%
48,559 $1.03 Million
Q2 2023

Jul 13, 2023

BUY
$20.27 - $21.54 $1.31 Million - $1.4 Million
64,842 Added 13.35%
550,706 $11.9 Million
Q1 2023

May 02, 2023

BUY
$19.66 - $20.48 $217,105 - $226,160
11,043 Added 2.33%
485,864 $9.93 Million
Q4 2022

Feb 10, 2023

SELL
$19.44 - $20.15 $12,305 - $12,754
-633 Reduced 0.13%
474,821 $9.34 Million
Q3 2022

Oct 26, 2022

SELL
$19.34 - $20.52 $531,637 - $564,074
-27,489 Reduced 5.47%
475,454 $0
Q2 2022

Aug 08, 2022

BUY
$19.31 - $21.33 $9.71 Million - $10.7 Million
502,943 New
502,943 $9.83 Million

Others Institutions Holding BUFD

About FIRST TR EXC-TRD FD VIII FT CB


  • Ticker BUFD
  • Sector ETFs
  • Industry ETFs
More about BUFD
Track This Portfolio

Track Financial Strategies Group, Inc. Portfolio

Follow Financial Strategies Group, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Financial Strategies Group, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Financial Strategies Group, Inc. with notifications on news.