Foundations Investment Advisors, LLC First Tr Exc Trd Fd Viii Ft Cb Transaction History

Foundations Investment Advisors, LLC

$5.1 Billion
Q1 2025

A detailed history of Foundations Investment Advisors, LLC transactions in First Tr Exc Trd Fd Viii Ft Cb stock. As of the latest transaction made, Foundations Investment Advisors, LLC holds 56,524 shares of BUFD stock, worth $1.47 Million. This represents 0.03% of its overall portfolio holdings.

Number of Shares

56,524

Previous 64,407 12.24%

Holding current value

$1.47 Million

Previous $1.64 Million 14.18%

% of portfolio

0.03%

Previous 0.03%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 07, 2025	SELL	$24.66 - $26.1 $194,394 - $205,746	-7,883 Reduced 12.24%	56,524 $1.41 Million
Q4 2024 Jan 22, 2025	BUY	$24.94 - $25.74 $72,001 - $74,311	2,887 Added 4.69%	64,407 $1.64 Million
Q3 2024 Oct 21, 2024	SELL	$23.78 - $25.04 $55,359 - $58,293	-2,328 Reduced 3.65%	61,520 $1.54 Million
Q2 2024 Aug 02, 2024	SELL	$23.22 - $24.34 $16,857 - $17,670	-726 Reduced 1.12%	63,848 $1.55 Million
Q1 2024 May 13, 2024	SELL	$22.48 - $23.63 $832,277 - $874,853	-37,023 Reduced 36.44%	64,574 $1.52 Million
Q4 2023 Feb 08, 2024	SELL	$20.7 - $22.72 $127,305 - $139,728	-6,150 Reduced 5.71%	101,597 $2.31 Million
Q3 2023 Oct 05, 2023	SELL	$21.12 - $21.9 $236,628 - $245,367	-11,204 Reduced 9.42%	107,747 $2.29 Million
Q2 2023 Jul 19, 2023	SELL	$20.27 - $21.54 $334,434 - $355,388	-16,499 Reduced 12.18%	118,951 $2.56 Million
Q1 2023 Apr 25, 2023	BUY	$19.66 - $20.48 $488,413 - $508,784	24,843 Added 22.46%	135,450 $2.77 Million
Q4 2022 Jan 11, 2023	SELL	$19.09 - $20.15 $229,939 - $242,706	-12,045 Reduced 9.82%	110,607 $0
Q3 2022 Oct 19, 2022	SELL	$19.11 - $20.52 $24,327 - $26,121	-1,273 Reduced 1.03%	122,652 $2.34 Million
Q2 2022 Jul 08, 2022	BUY	$19.31 - $21.33 $2.39 Million - $2.64 Million	123,925 New	123,925 $2.43 Million

Others Institutions Holding BUFD

# of Institutions

179

Shares Held

42.8M

Call Options Held

Put Options Held

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About FIRST TR EXC-TRD FD VIII FT CB

Ticker BUFD
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Foundations Investment Advisors, LLC First Tr Exc Trd Fd Viii Ft Cb Transaction History