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 |
|---|---|---|---|---|---|---|---|
|
Nov 12, 2025
Q3 2025
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
5.3K+ 12.64% |
$141K - $146K
|
47.2K
$1.31M
|
|
|
Nov 12, 2025
Q3 2025
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
100+ 0.54% |
$2.65K - $2.76K
|
18.7K
$519K
|
|
|
Nov 12, 2025
Q3 2025
|
Planwiser Financial, LLC
Colorado Springs, CO |
BUY
|
- |
249+ 1.48% |
$6.6K - $6.88K
|
17K
$473K
|
|
|
Nov 12, 2025
Q3 2025
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
29.8K+ 10.73% |
$791K - $824K
|
308K
$8.55M
|
|
|
Nov 12, 2025
Q3 2025
|
Advisor Resource Council
|
BUY
|
- |
12.3K+ 121.26% |
$326K - $340K
|
22.4K
$623K
|
|
|
Nov 12, 2025
Q3 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
11.1K+ 2.61% |
$295K - $307K
|
438K
$12.2M
|
|
|
Nov 12, 2025
Q3 2025
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
2.23K+ 1.99% |
$59.1K - $61.6K
|
114K
$3.18M
|
|
|
Nov 12, 2025
Q3 2025
|
Brinker Capital Investments, LLC
|
BUY
|
- |
18.1K+ 57.87% |
$481K - $501K
|
49.5K
$1.37M
|
|
|
Nov 12, 2025
Q3 2025
|
Capasso Planning Partners LLC
Charleston, SC |
BUY
|
- |
18.8KNew |
$499K - $520K
|
18.8K
$523K
|
|
|
Nov 12, 2025
Q3 2025
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-55- 4.78% |
$1.46K - $1.52K
|
1.1K
$30.4K
|
|
|
Nov 12, 2025
Q3 2025
|
Fsa Advisors, Inc.
Troy, MI |
SELL
|
- |
-3.8K- 12.74% |
$101K - $105K
|
26K
$723K
|
|
|
Nov 12, 2025
Q3 2025
|
Symphony Financial Services, Inc.
Akron, OH |
BUY
|
- |
2.25K+ 12.88% |
$59.7K - $62.2K
|
19.7K
$548K
|
|
|
Nov 10, 2025
Q3 2025
|
Darden Wealth Group Inc
Ann Arbor, MI |
BUY
|
- |
7.7KNew |
$204K - $213K
|
7.7K
$214K
|
|
|
Nov 10, 2025
Q3 2025
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-38.7K- 24.93% |
$1.03M - $1.07M
|
117K
$3.24M
|
|
|
Nov 10, 2025
Q3 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
7.88KNew |
$209K - $218K
|
7.88K
$219K
|
|
|
Nov 10, 2025
Q3 2025
|
Virtus Wealth Solutions LLC
Cranford, NJ |
SELL
|
- |
-1.01K- 6.2% |
$26.7K - $27.8K
|
15.2K
$422K
|
|
|
Nov 07, 2025
Q3 2025
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-3.39K- 15.4% |
$90K - $93.8K
|
18.6K
$518K
|
|
|
Nov 07, 2025
Q3 2025
|
Jacobi Capital Management LLC
|
BUY
|
- |
1.07K+ 0.53% |
$28.4K - $29.6K
|
201K
$5.6M
|
|
|
Nov 07, 2025
Q3 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
17.6K+ 2.5% |
$467K - $486K
|
720K
$20M
|
|
|
Nov 07, 2025
Q3 2025
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
48.7K+ 21.94% |
$1.29M - $1.35M
|
270K
$7.51M
|
|
|
Nov 06, 2025
Q3 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-10K- 79.21% |
$266K - $277K
|
2.63K
$73.1K
|
|
|
Nov 06, 2025
Q3 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
9.83K+ 123.97% |
$261K - $272K
|
17.8K
$493K
|
|
|
Nov 06, 2025
Q3 2025
|
Integrity Financial Corp
|
SELL
|
- |
-126K- 57.23% |
$3.34M - $3.48M
|
94K
$2.61M
|
|
|
Nov 06, 2025
Q3 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-33.2K- 7.48% |
$880K - $917K
|
411K
$11.4M
|
|
|
Nov 06, 2025
Q3 2025
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
21.9KNew |
$580K - $604K
|
21.9K
$607K
|
|
|
Nov 06, 2025
Q3 2025
|
Onyx Bridge Wealth Group LLC
|
SELL
|
- |
-1.77K- 11.69% |
$46.8K - $48.8K
|
13.3K
$370K
|
|
|
Nov 06, 2025
Q3 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
105K+ 647.49% |
$2.8M - $2.91M
|
122K
$3.38M
|
|
|
Nov 06, 2025
Q3 2025
|
Wedbush Securities Inc
|
BUY
|
- |
49.8K+ 29.97% |
$1.32M - $1.38M
|
216K
$6.01M
|
|
|
Nov 05, 2025
Q3 2025
|
Img Wealth Management, Inc.
Jacksonville, FL |
BUY
|
- |
33.7K+ 12.23% |
$893K - $931K
|
309K
$8.59M
|
|
|
Nov 05, 2025
Q3 2025
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
7.4KNew |
$196K - $205K
|
7.4K
$206K
|
|
|
Nov 05, 2025
Q3 2025
|
Concord Wealth Partners
|
BUY
|
- |
3.36KNew |
$89.1K - $92.9K
|
3.36K
$93.3K
|
|
|
Nov 05, 2025
Q3 2025
|
Western Wealth Management, LLC
|
BUY
|
- |
8.6KNew |
$228K - $238K
|
8.6K
$239K
|
|
|
Nov 05, 2025
Q3 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
12.2K+ 67.68% |
$323K - $336K
|
30.1K
$837K
|
|
|
Nov 04, 2025
Q3 2025
|
L.M. Kohn & Company
|
SELL
|
- |
-640- 2.27% |
$17K - $17.7K
|
27.6K
$766K
|
|
|
Nov 04, 2025
Q3 2025
|
Financial Strategies Group, Inc.
|
BUY
|
- |
655+ 1.58% |
$17.4K - $18.1K
|
42.2K
$1.17M
|
|
|
Nov 04, 2025
Q3 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
4.75K+ 31.68% |
$126K - $131K
|
19.7K
$549K
|
|
|
Nov 04, 2025
Q3 2025
|
Tfb Advisors LLC
Overland Park, KS |
SELL
|
- |
-1.1K- 5.93% |
$29.2K - $30.4K
|
17.4K
$485K
|
|
|
Nov 04, 2025
Q3 2025
|
Compass Financial Services Inc
West Des Moines, IA |
BUY
|
- |
5.5KNew |
$146K - $152K
|
5.5K
$153K
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
115K+ 3.31% |
$3.05M - $3.18M
|
3.6M
$99.9M
|
|
|
Nov 03, 2025
Q3 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
1.95K+ 2.95% |
$51.8K - $54K
|
68.2K
$1.89M
|
|
|
Nov 03, 2025
Q3 2025
|
Truist Financial Corp
|
SELL
|
- |
-57.8K- 5.12% |
$1.53M - $1.6M
|
1.07M
$29.7M
|
|
|
Nov 03, 2025
Q3 2025
|
Adamsbrown Wealth Consultants LLC
|
BUY
|
- |
10.9KNew |
$290K - $303K
|
10.9K
$304K
|
|
|
Nov 03, 2025
Q3 2025
|
American Institute For Advanced Investment Management, LLP
|
BUY
|
- |
1.9K+ 6.21% |
$50.4K - $52.5K
|
32.5K
$902K
|
|
|
Nov 03, 2025
Q3 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
10.3K+ 24.71% |
$272K - $284K
|
51.8K
$1.44M
|
|
|
Nov 03, 2025
Q3 2025
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-39.1K- 78.03% |
$1.04M - $1.08M
|
11K
$306K
|
|
|
Nov 03, 2025
Q3 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-1.37K- 13.28% |
$36.2K - $37.7K
|
8.92K
$248K
|
|
|
Nov 03, 2025
Q3 2025
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-2.92K- 13.48% |
$77.4K - $80.6K
|
18.7K
$520K
|
|
|
Nov 03, 2025
Q3 2025
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
854+ 10.92% |
$22.6K - $23.6K
|
8.67K
$241K
|
|
|
Nov 03, 2025
Q3 2025
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-117K- 56.1% |
$3.09M - $3.22M
|
91.2K
$2.53M
|
|
|
Oct 31, 2025
Q3 2025
|
Bam Wealth Management, LLC
Lakewood, CO |
BUY
|
- |
10KNew |
$265K - $277K
|
10K
$278K
|
|