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 11, 2025
Q4 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
53.4K+ 73.07% |
$1.33M - $1.37M
|
126K
$3.22M
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
107K+ 13.4% |
$2.66M - $2.75M
|
902K
$23M
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
11.6K+ 8.06% |
$289K - $298K
|
156K
$3.96M
|
|
Feb 10, 2025
Q4 2024
|
Chris Bulman Inc
Roseville, CA |
BUY
|
- |
597+ 5.6% |
$14.9K - $15.4K
|
11.3K
$287K
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
102K+ 25.61% |
$2.53M - $2.61M
|
498K
$12.7M
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
18.7K+ 9.19% |
$466K - $481K
|
222K
$5.65M
|
|
Feb 10, 2025
Q4 2024
|
Img Wealth Management, Inc.
Jacksonville, FL |
BUY
|
- |
246KNew |
$6.14M - $6.33M
|
246K
$6.27M
|
|
Feb 10, 2025
Q4 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
25.3K+ 3.81% |
$630K - $651K
|
689K
$17.5M
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
278KNew |
$6.92M - $7.14M
|
278K
$7.07M
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-14.2K- 1.25% |
$353K - $365K
|
1.12M
$28.5M
|
|
Feb 07, 2025
Q4 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
29KNew |
$724K - $748K
|
29K
$740K
|
|
Feb 07, 2025
Q4 2024
|
Slt Holdings LLC
Scottsdale, AZ |
BUY
|
- |
55.9KNew |
$1.39M - $1.44M
|
55.9K
$1.43M
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
2K+ 1.6% |
$49.8K - $51.4K
|
127K
$3.22M
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
8.52K+ 78.18% |
$212K - $219K
|
19.4K
$494K
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
BUY
|
- |
242+ 16.76% |
$6.04K - $6.23K
|
1.69K
$43K
|
|
Feb 06, 2025
Q4 2024
|
Symphony Financial Services, Inc.
Akron, OH |
BUY
|
- |
12.7KNew |
$317K - $328K
|
12.7K
$324K
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
98.7KNew |
$2.46M - $2.54M
|
98.7K
$2.51M
|
|
Feb 05, 2025
Q4 2024
|
Ergawealth Advisors, Inc.
Oak Brook, IL |
BUY
|
- |
675+ 1.13% |
$16.8K - $17.4K
|
60.3K
$1.54M
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
BUY
|
- |
2.58K+ 40.67% |
$64.4K - $66.5K
|
8.94K
$228K
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
BUY
|
- |
441New |
$11K - $11.4K
|
441
$11.2K
|
|
Feb 05, 2025
Q4 2024
|
Jacobi Capital Management LLC
|
BUY
|
- |
50.3K+ 39.78% |
$1.25M - $1.3M
|
177K
$4.5M
|
|
Feb 05, 2025
Q4 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
21.6KNew |
$538K - $555K
|
21.6K
$549K
|
|
Feb 05, 2025
Q4 2024
|
Maia Wealth LLC
Denver, CO |
SELL
|
- |
-24- 0.02% |
$599 - $618
|
128K
$3.25M
|
|
Feb 05, 2025
Q4 2024
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
2New |
$49.9 - $51.5
|
2
$51
|
|
Feb 04, 2025
Q4 2024
|
Partners Wealth Management, LLC
Carmel By The Sea, CA |
BUY
|
- |
16.8KNew |
$418K - $432K
|
16.8K
$427K
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-535- 2.06% |
$13.3K - $13.8K
|
25.4K
$647K
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
53.1K+ 25.79% |
$1.32M - $1.37M
|
259K
$6.59M
|
|
Feb 04, 2025
Q4 2024
|
Edge Capital Group, LLC
|
BUY
|
- |
8.42KNew |
$210K - $217K
|
8.42K
$215K
|
|
Feb 04, 2025
Q4 2024
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
4.9K+ 54.16% |
$122K - $126K
|
13.9K
$355K
|
|
Feb 04, 2025
Q4 2024
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
38.7KNew |
$964K - $995K
|
38.7K
$985K
|
|
Feb 03, 2025
Q4 2024
|
Indie Asset Partners, LLC
Carmel, IN |
BUY
|
- |
2K+ 21.05% |
$49.9K - $51.5K
|
11.5K
$293K
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
49.9K+ 110.23% |
$1.25M - $1.29M
|
95.2K
$2.43M
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-10.3K- 2.58% |
$257K - $265K
|
388K
$9.89M
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
21.5KNew |
$536K - $553K
|
21.5K
$548K
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
15.4K+ 6.23% |
$384K - $396K
|
262K
$6.68M
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
141K+ 14.52% |
$3.51M - $3.63M
|
1.11M
$28.3M
|
|
Jan 30, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-397K- 96.22% |
$9.91M - $10.2M
|
15.6K
$397K
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
10.4K+ 31.14% |
$260K - $269K
|
43.9K
$1.12M
|
|
Jan 30, 2025
Q4 2024
|
L.M. Kohn & Company
|
SELL
|
- |
-4.71K- 13.97% |
$117K - $121K
|
29K
$739K
|
|
Jan 29, 2025
Q4 2024
|
Essex Financial Services, Inc.
|
SELL
|
- |
-850- 9.6% |
$21.2K - $21.9K
|
8K
$204K
|
|
Jan 29, 2025
Q4 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
4.55K+ 6.68% |
$113K - $117K
|
72.6K
$1.85M
|
|
Jan 29, 2025
Q4 2024
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
8.91K+ 20.03% |
$222K - $229K
|
53.4K
$1.36M
|
|
Jan 29, 2025
Q4 2024
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-2.14K- 22.46% |
$53.2K - $55K
|
7.37K
$188K
|
|
Jan 29, 2025
Q4 2024
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
1.47K+ 0.69% |
$36.7K - $37.9K
|
216K
$5.51M
|
|
Jan 29, 2025
Q4 2024
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
BUY
|
- |
8.02K+ 21.59% |
$200K - $207K
|
45.2K
$1.15M
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
30.4KNew |
$759K - $783K
|
30.4K
$775K
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
802+ 1.03% |
$20K - $20.6K
|
78.5K
$2M
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-2.52K- 8.77% |
$62.8K - $64.8K
|
26.2K
$667K
|
|
Jan 28, 2025
Q4 2024
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
2.29K+ 15.43% |
$57.1K - $58.9K
|
17.1K
$436K
|
|
Jan 28, 2025
Q4 2024
|
Santori & Peters, Inc.
|
BUY
|
- |
5.66K+ 1.49% |
$141K - $146K
|
385K
$9.8M
|