Walkner Condon Financial Advisors LLC First Tr Exc Trd Fd Viii Ft Cb Transaction History

Walkner Condon Financial Advisors LLC

$484 Million
Q3 2024

A detailed history of Walkner Condon Financial Advisors LLC transactions in First Tr Exc Trd Fd Viii Ft Cb stock. As of the latest transaction made, Walkner Condon Financial Advisors LLC holds 214,738 shares of BUFD stock, worth $5.45 Million. This represents 1.11% of its overall portfolio holdings.

Number of Shares

214,738

Previous 275,809 22.14%

Holding current value

$5.45 Million

Previous $6.71 Million 19.83%

% of portfolio

1.11%

Previous 1.46%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 31, 2024	SELL	$23.78 - $25.04 $1.45 Million - $1.53 Million	-61,071 Reduced 22.14%	214,738 $5.38 Million
Q2 2024 Jul 26, 2024	SELL	$23.22 - $24.34 $167,787 - $175,880	-7,226 Reduced 2.55%	275,809 $6.71 Million
Q1 2024 Apr 22, 2024	SELL	$22.48 - $23.63 $3.56 Million - $3.75 Million	-158,559 Reduced 35.91%	283,035 $6.68 Million
Q4 2023 Jan 23, 2024	SELL	$20.7 - $22.72 $77,211 - $84,745	-3,730 Reduced 0.84%	441,594 $10 Million
Q3 2023 Oct 19, 2023	SELL	$21.12 - $21.9 $453,446 - $470,192	-21,470 Reduced 4.6%	445,324 $9.46 Million
Q2 2023 Jul 21, 2023	BUY	$20.27 - $21.54 $9,506 - $10,102	469 Added 0.1%	466,794 $10.1 Million
Q1 2023 Apr 20, 2023	BUY	$19.66 - $20.48 $13,840 - $14,417	704 Added 0.15%	466,325 $9.53 Million
Q4 2022 Jan 25, 2023	SELL	$19.09 - $20.15 $302,461 - $319,256	-15,844 Reduced 3.29%	465,621 $0
Q3 2022 Oct 28, 2022	BUY	$19.11 - $20.52 $58,037 - $62,319	3,037 Added 0.63%	481,465 $9.2 Million
Q2 2022 Aug 04, 2022	BUY	$19.31 - $21.33 $10,176 - $11,240	527 Added 0.11%	478,428 $9.35 Million
Q1 2022 May 03, 2022	BUY	$20.4 - $21.39 $9.75 Million - $10.2 Million	477,901 New	477,901 $10.1 Billion
Q3 2021 Nov 04, 2021	SELL	$20.64 - $21.0 $8.93 Million - $9.09 Million	-432,630 Closed	0 $0
Q2 2021 Aug 10, 2021	BUY	$20.37 - $20.77 $8.81 Million - $8.99 Million	432,630 New	432,630 $8.98 Million

Others Institutions Holding BUFD

# of Institutions

155

Shares Held

33.3M

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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Walkner Condon Financial Advisors LLC First Tr Exc Trd Fd Viii Ft Cb Transaction History