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 |
|---|---|---|---|---|---|---|---|
|
Jul 15, 2025
Q2 2025
|
Five Pine Wealth Management
Coeur D Alene, ID |
BUY
|
- |
675+ 2.25% |
$15.8K - $17.9K
|
30.7K
$813K
|
|
|
Jul 15, 2025
Q2 2025
|
Legacy Financial Group LLC
|
BUY
|
- |
16.6K+ 0.87% |
$390K - $442K
|
1.93M
$51.3M
|
|
|
Jul 15, 2025
Q2 2025
|
Santori & Peters, Inc.
|
BUY
|
- |
152+ 0.04% |
$3.56K - $4.04K
|
391K
$10.4M
|
|
|
Jul 14, 2025
Q2 2025
|
Iams Wealth Management, LLC
Omaha, NE |
SELL
|
- |
-74.2K- 61.62% |
$1.74M - $1.97M
|
46.2K
$1.23M
|
|
|
Jul 14, 2025
Q2 2025
|
Chris Bulman Inc
Roseville, CA |
SELL
|
- |
-1.56K- 13.81% |
$36.5K - $41.3K
|
9.7K
$257K
|
|
|
Jul 11, 2025
Q2 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-3.65K- 14.29% |
$85.5K - $96.9K
|
21.9K
$580K
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
3.67K+ 232.76% |
$86.1K - $97.6K
|
5.25K
$139K
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-15.8K- 45.6% |
$371K - $420K
|
18.9K
$500K
|
|
|
Jul 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-3.43K- 16.99% |
$80.4K - $91.1K
|
16.8K
$445K
|
|
|
Jul 09, 2025
Q2 2025
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-36.6K- 62.4% |
$857K - $971K
|
22K
$584K
|
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-563- 1.98% |
$13.2K - $15K
|
27.9K
$740K
|
|
|
Jul 07, 2025
Q2 2025
|
Schulz Wealth, Ltd.
Mansfield, TX |
SELL
|
- |
-5.04K- 36.87% |
$118K - $134K
|
8.63K
$229K
|
|
|
Jul 07, 2025
Q2 2025
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
30.8K+ 4.35% |
$722K - $818K
|
739K
$19.6M
|
|
|
Jul 07, 2025
Q2 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
SELL
|
- |
-513- 52.24% |
$12K - $13.6K
|
469
$12.4K
|
|
| Q1 2025 | |||||||
|
May 27, 2025
Q1 2025
|
Jacobi Capital Management LLC
|
BUY
|
- |
9.16K+ 5.18% |
$226K - $239K
|
186K
$4.93M
|
|
|
May 16, 2025
Q1 2025
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
9.13K+ 13.54% |
$225K - $238K
|
76.6K
$2.03M
|
|
|
May 16, 2025
Q1 2025
|
Financial Strategies Group, Inc.
|
BUY
|
- |
389+ 0.99% |
$9.59K - $10.2K
|
39.6K
$1.05M
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-48.7K- 11.19% |
$1.2M - $1.27M
|
386K
$10.2M
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
9.76K+ 9.09% |
$241K - $255K
|
117K
$3.11M
|
|
|
May 15, 2025
Q1 2025
|
Concorde Asset Management, LLC
|
BUY
|
- |
2.1K+ 13.75% |
$51.7K - $54.8K
|
17.4K
$460K
|
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
SELL
|
- |
-28.3K- 15.11% |
$698K - $739K
|
159K
$4.22M
|
|
|
May 15, 2025
Q1 2025
|
Harvest Investment Services, LLC
|
SELL
|
- |
-1.84K- 7.51% |
$45.4K - $48.1K
|
22.7K
$601K
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-6.9K- 19.51% |
$170K - $180K
|
28.5K
$754K
|
|
|
May 15, 2025
Q1 2025
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
6.35K+ 32.01% |
$157K - $166K
|
26.2K
$694K
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-183K- 27.69% |
$4.51M - $4.77M
|
478K
$12.7M
|
|
|
May 15, 2025
Q1 2025
|
Fischer Investment Strategies, LLC
Westlake Village, CA |
BUY
|
- |
486KNew |
$12M - $12.7M
|
486K
$12.9M
|
|
|
May 15, 2025
Q1 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
1.85K+ 2.55% |
$45.6K - $48.3K
|
74.5K
$1.97M
|
|
|
May 15, 2025
Q1 2025
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-41.9K- 7.75% |
$1.03M - $1.09M
|
499K
$13.2M
|
|
|
May 15, 2025
Q1 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-1.79K- 16.55% |
$44.2K - $46.8K
|
9.04K
$240K
|
|
|
May 15, 2025
Q1 2025
|
Gw Henssler & Associates LTD
|
BUY
|
- |
277K+ 6.98% |
$6.84M - $7.24M
|
4.25M
$113M
|
|
|
May 15, 2025
Q1 2025
|
Wealth Watch Advisors, Inc
Englewood, CO |
BUY
|
- |
11.4K+ 18.49% |
$280K - $297K
|
72.8K
$1.93M
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
152K+ 40.17% |
$3.74M - $3.96M
|
529K
$14M
|
|
|
May 15, 2025
Q1 2025
|
Stone X Group Inc.
|
BUY
|
- |
15.9KNew |
$391K - $414K
|
15.9K
$421K
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-48- 4.26% |
$1.18K - $1.25K
|
1.08K
$28.6K
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-7.94K- 12.02% |
$196K - $207K
|
58.1K
$1.54M
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
275K+ 176.54% |
$6.77M - $7.17M
|
430K
$11.4M
|
|
|
May 14, 2025
Q1 2025
|
Tfb Advisors LLC
Overland Park, KS |
SELL
|
- |
-29.1K- 54.48% |
$717K - $759K
|
24.3K
$644K
|
|
|
May 14, 2025
Q1 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
5.94K+ 21.47% |
$146K - $155K
|
33.6K
$891K
|
|
|
May 14, 2025
Q1 2025
|
Richmond Investment Services, LLC
Mequon, WI |
BUY
|
- |
56.9KNew |
$1.4M - $1.49M
|
56.9K
$1.51M
|
|
|
May 14, 2025
Q1 2025
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-6.06K- 8.09% |
$149K - $158K
|
68.9K
$1.83M
|
|
|
May 14, 2025
Q1 2025
|
Scs Capital Management LLC
Boston, MA |
BUY
|
- |
16KNew |
$393K - $416K
|
16K
$423K
|
|
|
May 14, 2025
Q1 2025
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
63.7K+ 43.46% |
$1.57M - $1.66M
|
210K
$5.58M
|
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
26.5K+ 123.0% |
$654K - $692K
|
48.1K
$1.27M
|
|
|
May 14, 2025
Q1 2025
|
Centaurus Financial, Inc.
|
BUY
|
- |
1.65K+ 1.63% |
$40.6K - $43K
|
103K
$2.73M
|
|
|
May 14, 2025
Q1 2025
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-206- 0.07% |
$5.08K - $5.38K
|
280K
$7.43M
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-2.18KClosed |
$53.7K - $56.8K
|
0
$0
|
|
|
May 14, 2025
Q1 2025
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
9.81KNew |
$242K - $256K
|
9.81K
$260K
|
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
45.8K+ 136.45% |
$1.13M - $1.2M
|
79.3K
$2.1M
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
87.4K+ 12.23% |
$2.15M - $2.28M
|
802K
$21.3M
|
|
|
May 13, 2025
Q1 2025
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
CALL |
1KNew |
$24.7K - $26.1K
|
1K
$26.5K
|
|