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 |
|---|---|---|---|---|---|---|---|
|
Feb 04, 2025
Q4 2024
|
Edge Capital Group, LLC
|
BUY
|
- |
8.42KNew |
$210K - $217K
|
8.42K
$218K
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
53.1K+ 25.79% |
$1.32M - $1.37M
|
259K
$6.7M
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-535- 2.06% |
$13.3K - $13.8K
|
25.4K
$658K
|
|
|
Feb 04, 2025
Q4 2024
|
Partners Wealth Management, LLC
Carmel By The Sea, CA |
BUY
|
- |
16.8KNew |
$418K - $432K
|
16.8K
$434K
|
|
|
Feb 03, 2025
Q4 2024
|
Indie Asset Partners, LLC
Carmel, IN |
BUY
|
- |
2K+ 21.05% |
$49.9K - $51.5K
|
11.5K
$298K
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
49.9K+ 110.23% |
$1.25M - $1.29M
|
95.2K
$2.47M
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-10.3K- 2.58% |
$257K - $265K
|
388K
$10.1M
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
21.5KNew |
$536K - $553K
|
21.5K
$557K
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
15.4K+ 6.23% |
$384K - $396K
|
262K
$6.79M
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
141K+ 14.52% |
$3.51M - $3.63M
|
1.11M
$28.8M
|
|
|
Jan 30, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-397K- 96.22% |
$9.91M - $10.2M
|
15.6K
$404K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
10.4K+ 31.14% |
$260K - $269K
|
43.9K
$1.14M
|
|
|
Jan 30, 2025
Q4 2024
|
L.M. Kohn & Company
|
SELL
|
- |
-4.71K- 13.97% |
$117K - $121K
|
29K
$751K
|
|
|
Jan 29, 2025
Q4 2024
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
BUY
|
- |
8.02K+ 21.59% |
$200K - $207K
|
45.2K
$1.17M
|
|
|
Jan 29, 2025
Q4 2024
|
Essex Financial Services, Inc.
|
SELL
|
- |
-850- 9.6% |
$21.2K - $21.9K
|
8K
$207K
|
|
|
Jan 29, 2025
Q4 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
4.55K+ 6.68% |
$113K - $117K
|
72.6K
$1.88M
|
|
|
Jan 29, 2025
Q4 2024
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
8.91K+ 20.03% |
$222K - $229K
|
53.4K
$1.38M
|
|
|
Jan 29, 2025
Q4 2024
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-2.14K- 22.46% |
$53.2K - $55K
|
7.37K
$191K
|
|
|
Jan 29, 2025
Q4 2024
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
1.47K+ 0.69% |
$36.7K - $37.9K
|
216K
$5.6M
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
30.4KNew |
$759K - $783K
|
30.4K
$788K
|
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
802+ 1.03% |
$20K - $20.6K
|
78.5K
$2.03M
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-2.52K- 8.77% |
$62.8K - $64.8K
|
26.2K
$678K
|
|
|
Jan 28, 2025
Q4 2024
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
2.29K+ 15.43% |
$57.1K - $58.9K
|
17.1K
$444K
|
|
|
Jan 28, 2025
Q4 2024
|
Santori & Peters, Inc.
|
BUY
|
- |
5.66K+ 1.49% |
$141K - $146K
|
385K
$9.97M
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
8.09K+ 47.03% |
$202K - $208K
|
25.3K
$655K
|
|
|
Jan 27, 2025
Q4 2024
|
Centennial Wealth Advisory LLC
|
SELL
|
- |
-41K- 2.25% |
$1.02M - $1.05M
|
1.78M
$46.1M
|
|
|
Jan 27, 2025
Q4 2024
|
Onyx Bridge Wealth Group LLC
|
SELL
|
- |
-150- 0.98% |
$3.74K - $3.86K
|
15.1K
$391K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
29.4K+ 6.79% |
$733K - $756K
|
462K
$12M
|
|
|
Jan 24, 2025
Q4 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
5.18K+ 9.37% |
$129K - $133K
|
60.5K
$1.57M
|
|
|
Jan 24, 2025
Q4 2024
|
Gw Henssler & Associates LTD
|
SELL
|
- |
-45.1K- 1.11% |
$1.12M - $1.16M
|
4.01M
$104M
|
|
|
Jan 24, 2025
Q4 2024
|
Financial Strategies Group, Inc.
|
SELL
|
- |
-82- 0.21% |
$2.05K - $2.11K
|
39.2K
$1.01M
|
|
|
Jan 23, 2025
Q4 2024
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
- |
22.3K+ 30.16% |
$555K - $573K
|
96K
$2.49M
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-15.7K- 28.74% |
$392K - $405K
|
39K
$1.01M
|
|
|
Jan 23, 2025
Q4 2024
|
Milestone Asset Management, LLC
Pittsburgh, PA |
SELL
|
- |
-4.32K- 1.02% |
$108K - $111K
|
421K
$10.9M
|
|
|
Jan 23, 2025
Q4 2024
|
American Institute For Advanced Investment Management, LLP
|
BUY
|
- |
4.12K+ 18.2% |
$103K - $106K
|
26.7K
$692K
|
|
|
Jan 23, 2025
Q4 2024
|
Fsa Advisors, Inc.
Troy, MI |
SELL
|
- |
-4.06K- 13.7% |
$101K - $105K
|
25.6K
$663K
|
|
|
Jan 23, 2025
Q4 2024
|
Five Pine Wealth Management
Coeur D Alene, ID |
BUY
|
- |
31.1KNew |
$774K - $799K
|
31.1K
$804K
|
|
|
Jan 22, 2025
Q4 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
8.8K+ 1.25% |
$219K - $226K
|
713K
$18.5M
|
|
|
Jan 22, 2025
Q4 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-27.7K- 99.9% |
$692K - $714K
|
27
$699
|
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
2.89K+ 4.69% |
$72K - $74.3K
|
64.4K
$1.67M
|
|
|
Jan 22, 2025
Q4 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-275- 1.26% |
$6.86K - $7.08K
|
21.6K
$560K
|
|
|
Jan 21, 2025
Q4 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
585New |
$14.6K - $15.1K
|
585
$15.2K
|
|
|
Jan 21, 2025
Q4 2024
|
Legacy Financial Group LLC
|
SELL
|
- |
-14.1K- 30.36% |
$351K - $363K
|
32.3K
$837K
|
|
|
Jan 21, 2025
Q4 2024
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-1.8K- 5.83% |
$44.8K - $46.2K
|
29K
$752K
|
|
|
Jan 21, 2025
Q4 2024
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
202KNew |
$5.03M - $5.19M
|
202K
$5.22M
|
|
|
Jan 21, 2025
Q4 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-77- 0.3% |
$1.92K - $1.98K
|
25.8K
$667K
|
|
|
Jan 21, 2025
Q4 2024
|
Precedent Wealth Partners, LLC
Houston, TX |
BUY
|
- |
31.2K+ 81.89% |
$779K - $804K
|
69.4K
$1.8M
|
|
|
Jan 21, 2025
Q4 2024
|
Echo Wealth Management, LLC
|
BUY
|
- |
6.86K+ 53.88% |
$171K - $177K
|
19.6K
$507K
|
|
|
Jan 21, 2025
Q4 2024
|
Andina Capital Management, LLC
Lehi, UT |
SELL
|
- |
-674- 4.62% |
$16.8K - $17.3K
|
13.9K
$360K
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
590+ 18.1% |
$14.7K - $15.2K
|
3.85K
$99.7K
|