Latest Institutional Transactions on First Tr Exc Trd Fd Viii Ft Cb (BUFD)
This table provides information on the latest institutional transactions involving First Tr Exc Trd Fd Viii Ft Cb (BUFD) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Aug 29, 2025
Q2 2025
|
Centaurus Financial, Inc.
|
SELL
|
- |
-2.85K- 2.77% |
$66.8K - $75.7K
|
100K
$2.72M
|
|
Aug 19, 2025
Q2 2025
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
660KNew |
$15.5M - $17.5M
|
660K
$18M
|
|
Aug 19, 2025
Q2 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
15K+ 9.4% |
$351K - $397K
|
174K
$4.74M
|
|
Aug 18, 2025
Q2 2025
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
9.07K+ 8.37% |
$213K - $241K
|
117K
$3.2M
|
|
Aug 18, 2025
Q2 2025
|
N.E.W. Advisory Services LLC
|
SELL
|
- |
-3.98K- 65.41% |
$93.4K - $106K
|
2.11K
$57.3K
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
22.2K+ 2052.41% |
$520K - $589K
|
23.2K
$633K
|
|
Aug 15, 2025
Q2 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
5.48K+ 7.28% |
$129K - $146K
|
80.8K
$2.2M
|
|
Aug 14, 2025
Q2 2025
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
440+ 1.68% |
$10.3K - $11.7K
|
26.6K
$725K
|
|
Aug 14, 2025
Q2 2025
|
Core Wealth Advisors, Inc.
Lakeland, FL |
BUY
|
- |
8.11KNew |
$190K - $215K
|
8.11K
$221K
|
|
Aug 14, 2025
Q2 2025
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
11.6K+ 5.49% |
$271K - $307K
|
222K
$6.04M
|
|
Aug 14, 2025
Q2 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
17.9K+ 15.26% |
$419K - $475K
|
135K
$3.67M
|
|
Aug 14, 2025
Q2 2025
|
Harvest Investment Services, LLC
|
SELL
|
- |
-1.2K- 5.31% |
$28.2K - $32K
|
21.5K
$584K
|
|
Aug 14, 2025
Q2 2025
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-151- 1.29% |
$3.54K - $4.01K
|
11.6K
$316K
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-8.55K- 12.79% |
$200K - $227K
|
58.3K
$1.59M
|
|
Aug 14, 2025
Q2 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-45.1K- 5.63% |
$1.06M - $1.2M
|
757K
$20.6M
|
|
Aug 14, 2025
Q2 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-37.7K- 7.9% |
$884K - $1M
|
440K
$12M
|
|
Aug 14, 2025
Q2 2025
|
Old Mission Capital LLC
|
BUY
|
- |
22.8KNew |
$534K - $605K
|
22.8K
$620K
|
|
Aug 14, 2025
Q2 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-47.3K- 81.31% |
$1.11M - $1.26M
|
10.9K
$296K
|
|
Aug 14, 2025
Q2 2025
|
Brinker Capital Investments, LLC
|
BUY
|
- |
2.89K+ 10.16% |
$67.8K - $76.8K
|
31.3K
$853K
|
|
Aug 14, 2025
Q2 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-1.18K- 0.27% |
$27.6K - $31.3K
|
429K
$11.7M
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
277K+ 106.35% |
$6.5M - $7.36M
|
538K
$14.6M
|
|
Aug 14, 2025
Q2 2025
|
Schwallier Wealth Management LLC
Grand Rapids, MI |
SELL
|
- |
-16.3KClosed |
$383K - $434K
|
0
$0
|
|
Aug 14, 2025
Q2 2025
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-47.6K- 59.93% |
$1.12M - $1.26M
|
31.8K
$865K
|
|
Aug 14, 2025
Q2 2025
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-61.7K- 15.97% |
$1.45M - $1.64M
|
325K
$8.84M
|
|
Aug 14, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-20.4K- 3.86% |
$479K - $543K
|
509K
$13.9M
|
|
Aug 14, 2025
Q2 2025
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-4.77K- 24.04% |
$112K - $127K
|
15.1K
$410K
|
|
Aug 14, 2025
Q2 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-4.18K- 9.11% |
$98.1K - $111K
|
41.7K
$1.14M
|
|
Aug 14, 2025
Q2 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-53- 0.59% |
$1.24K - $1.41K
|
8.99K
$245K
|
|
Aug 13, 2025
Q2 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
2.97KNew |
$69.7K - $78.9K
|
2.97K
$80.9K
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
356K+ 21.66% |
$8.35M - $9.45M
|
2M
$54.4M
|
|
Aug 13, 2025
Q2 2025
|
Stone X Group Inc.
|
BUY
|
- |
53.4KNew |
$1.25M - $1.42M
|
53.4K
$1.45M
|
|
Aug 13, 2025
Q2 2025
|
Scs Capital Management LLC
Boston, MA |
BUY
|
- |
197+ 1.23% |
$4.62K - $5.23K
|
16.2K
$440K
|
|
Aug 13, 2025
Q2 2025
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
4.14K+ 45.71% |
$97K - $110K
|
13.2K
$359K
|
|
Aug 13, 2025
Q2 2025
|
Financial Strategies Group, Inc.
|
BUY
|
- |
1.93K+ 4.89% |
$45.4K - $51.4K
|
41.5K
$1.13M
|
|
Aug 13, 2025
Q2 2025
|
Planwiser Financial, LLC
Colorado Springs, CO |
BUY
|
- |
2.25K+ 15.46% |
$52.7K - $59.7K
|
16.8K
$457K
|
|
Aug 13, 2025
Q2 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
383+ 1.14% |
$8.98K - $10.2K
|
34K
$925K
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Aug 12, 2025
Q2 2025
|
Jacobi Capital Management LLC
|
BUY
|
- |
14.4K+ 7.74% |
$338K - $382K
|
200K
$5.45M
|
|
Aug 12, 2025
Q2 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
7.38K+ 25.46% |
$173K - $196K
|
36.4K
$990K
|
|
Aug 12, 2025
Q2 2025
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
7.82KNew |
$183K - $208K
|
7.82K
$213K
|
|
Aug 12, 2025
Q2 2025
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-1.9K- 2.76% |
$44.6K - $50.5K
|
67K
$1.82M
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
219K+ 2.8% |
$5.15M - $5.83M
|
8.07M
$220M
|
|
Aug 12, 2025
Q2 2025
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-2.02K- 0.72% |
$47.4K - $53.7K
|
278K
$7.57M
|
|
Aug 12, 2025
Q2 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-2.96K- 6.16% |
$69.4K - $78.6K
|
45.1K
$1.23M
|
|
Aug 12, 2025
Q2 2025
|
Richmond Investment Services, LLC
Mequon, WI |
BUY
|
- |
60.9K+ 107.11% |
$1.43M - $1.62M
|
118K
$3.21M
|
|
Aug 12, 2025
Q2 2025
|
Maia Wealth LLC
Denver, CO |
SELL
|
- |
-42.6K- 33.99% |
$999K - $1.13M
|
82.7K
$2.25M
|
|
Aug 11, 2025
Q2 2025
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
BUY
|
- |
21K+ 5.19% |
$492K - $557K
|
425K
$11.6M
|
|
Aug 11, 2025
Q2 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
24K+ 5.96% |
$563K - $637K
|
427K
$11.6M
|
|
Aug 11, 2025
Q2 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
9.13K+ 20.77% |
$214K - $242K
|
53.1K
$1.44M
|
|
Aug 11, 2025
Q2 2025
|
Advisor Resource Council
|
BUY
|
- |
490+ 5.08% |
$11.5K - $13K
|
10.1K
$276K
|