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 |
|---|---|---|---|---|---|---|---|
|
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
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
49.7K+ 290.19% |
$1.23M - $1.3M
|
66.8K
$1.77M
|
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
4.4K+ 6.2% |
$108K - $115K
|
75.3K
$2M
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
9.6K+ 49.45% |
$237K - $250K
|
29K
$769K
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
162K+ 164.18% |
$4M - $4.23M
|
261K
$6.91M
|
|
|
May 13, 2025
Q1 2025
|
Tyler Stone Wealth Management
Beachwood, OH |
SELL
|
- |
-18.1K- 14.32% |
$446K - $473K
|
108K
$2.87M
|
|
|
May 13, 2025
Q1 2025
|
Andina Capital Management, LLC
Lehi, UT |
SELL
|
- |
-3.64K- 26.2% |
$89.8K - $95.1K
|
10.3K
$272K
|
|
|
May 12, 2025
Q1 2025
|
Townsquare Capital LLC
|
BUY
|
- |
2.28K+ 0.65% |
$56.1K - $59.4K
|
352K
$9.32M
|
|
|
May 12, 2025
Q1 2025
|
Integrity Financial Corp
|
SELL
|
- |
-4.22K- 1.64% |
$104K - $110K
|
252K
$6.69M
|
|
|
May 12, 2025
Q1 2025
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
1.75K+ 5.12% |
$43.2K - $45.7K
|
36K
$954K
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
17.7K+ 3621.52% |
$436K - $461K
|
18.2K
$482K
|
|
|
May 12, 2025
Q1 2025
|
Symphony Financial Services, Inc.
Akron, OH |
BUY
|
- |
2.75K+ 21.61% |
$67.8K - $71.8K
|
15.5K
$410K
|
|
|
May 12, 2025
Q1 2025
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-3.3K- 14.28% |
$81.5K - $86.2K
|
19.8K
$526K
|
|
|
May 12, 2025
Q1 2025
|
Maia Wealth LLC
Denver, CO |
SELL
|
- |
-2.18K- 1.71% |
$53.8K - $57K
|
125K
$3.32M
|
|
|
May 12, 2025
Q1 2025
|
Cooper Financial Group
|
SELL
|
- |
-2.02K- 8.63% |
$49.8K - $52.7K
|
21.4K
$567K
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
112K+ 12.36% |
$2.75M - $2.91M
|
1.01M
$26.9M
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-615- 1.32% |
$15.2K - $16.1K
|
45.9K
$1.22M
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-83.7K- 31.95% |
$2.07M - $2.19M
|
178K
$4.73M
|
|
|
May 08, 2025
Q1 2025
|
Fsa Advisors, Inc.
Troy, MI |
BUY
|
- |
8.34K+ 32.61% |
$206K - $218K
|
33.9K
$900K
|
|
|
May 08, 2025
Q1 2025
|
Arkadios Wealth Advisors
|
SELL
|
- |
-843- 1.56% |
$20.8K - $22K
|
53.3K
$1.41M
|
|
|
May 08, 2025
Q1 2025
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
11.7KNew |
$290K - $307K
|
11.7K
$312K
|
|
|
May 08, 2025
Q1 2025
|
Planwiser Financial, LLC
Colorado Springs, CO |
BUY
|
- |
14.5KNew |
$358K - $379K
|
14.5K
$385K
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-5.92K- 1.19% |
$146K - $155K
|
492K
$13M
|
|
|
May 08, 2025
Q1 2025
|
Ifg Advisory, LLC
|
BUY
|
- |
9.6K+ 9.95% |
$237K - $251K
|
106K
$2.81M
|
|
|
May 07, 2025
Q1 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
8.99KNew |
$222K - $235K
|
8.99K
$238K
|
|
|
May 07, 2025
Q1 2025
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-7.88K- 12.24% |
$194K - $206K
|
56.5K
$1.5M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
1.6M+ 25.59% |
$39.4M - $41.7M
|
7.85M
$208M
|
|
|
May 07, 2025
Q1 2025
|
Indie Asset Partners, LLC
Carmel, IN |
SELL
|
- |
-2.5K- 21.74% |
$61.7K - $65.3K
|
9K
$239K
|
|
|
May 07, 2025
Q1 2025
|
Slt Holdings LLC
Scottsdale, AZ |
SELL
|
- |
-7.41K- 13.25% |
$183K - $193K
|
48.5K
$1.29M
|
|
|
May 07, 2025
Q1 2025
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
6.09KNew |
$150K - $159K
|
6.09K
$161K
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-30.7K- 41.6% |
$758K - $802K
|
43.2K
$1.14M
|
|
|
May 06, 2025
Q1 2025
|
Wedbush Securities Inc
|
BUY
|
- |
15K+ 5.74% |
$370K - $391K
|
276K
$7.32M
|
|
|
May 06, 2025
Q1 2025
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
8.24KNew |
$203K - $215K
|
8.24K
$219K
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-43.7K- 34.53% |
$1.08M - $1.14M
|
82.8K
$2.2M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
74.8K+ 8.29% |
$1.84M - $1.95M
|
976K
$25.9M
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
BUY
|
- |
1.92K+ 114.0% |
$47.4K - $50.2K
|
3.61K
$95.7K
|
|
|
May 06, 2025
Q1 2025
|
Trilogy Capital Inc.
|
BUY
|
- |
12.5KNew |
$308K - $325K
|
12.5K
$331K
|
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
88.2K+ 348.62% |
$2.18M - $2.3M
|
114K
$3.01M
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
14.6K+ 3.77% |
$361K - $382K
|
403K
$10.7M
|
|
|
May 02, 2025
Q1 2025
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
8.15KNew |
$201K - $213K
|
8.15K
$216K
|
|
|
May 02, 2025
Q1 2025
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
30.1K+ 2.14% |
$743K - $786K
|
1.44M
$38.2M
|
|
|
May 02, 2025
Q1 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
3.62K+ 4.62% |
$89.4K - $94.6K
|
82.1K
$2.18M
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
14.2K+ 5.48% |
$350K - $370K
|
273K
$7.24M
|
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
75.4K+ 79.17% |
$1.86M - $1.97M
|
171K
$4.52M
|
|
|
May 01, 2025
Q1 2025
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
4.1K+ 3.9% |
$101K - $107K
|
109K
$2.89M
|