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 |
|---|---|---|---|---|---|---|---|
|
Aug 11, 2025
Q2 2025
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
112KNew |
$2.63M - $2.98M
|
112K
$3.04M
|
|
|
Aug 08, 2025
Q2 2025
|
Davies Financial Advisors, Inc.
Murrieta, CA |
SELL
|
- |
-240- 0.73% |
$5.63K - $6.37K
|
32.6K
$885K
|
|
|
Aug 08, 2025
Q2 2025
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-6.37K- 11.26% |
$149K - $169K
|
50.2K
$1.36M
|
|
|
Aug 08, 2025
Q2 2025
|
Symphony Financial Services, Inc.
Akron, OH |
BUY
|
- |
2K+ 12.92% |
$46.9K - $53.1K
|
17.5K
$474K
|
|
|
Aug 08, 2025
Q2 2025
|
Good Life Advisors, LLC
|
SELL
|
- |
-3.31K- 15.16% |
$77.6K - $87.9K
|
18.5K
$502K
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
848+ 1.02% |
$19.9K - $22.5K
|
83.7K
$2.27M
|
|
|
Aug 08, 2025
Q2 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-546- 0.67% |
$12.8K - $14.5K
|
81.5K
$2.21M
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
42.9K+ 4.4% |
$1.01M - $1.14M
|
1.02M
$27.6M
|
|
|
Aug 07, 2025
Q2 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
SELL
|
- |
-1- 33.33% |
$23.5 - $26.6
|
2
$54.2
|
|
|
Aug 07, 2025
Q2 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
608K+ 535.98% |
$14.3M - $16.2M
|
722K
$19.6M
|
|
|
Aug 06, 2025
Q2 2025
|
Wedbush Securities Inc
|
SELL
|
- |
-110K- 39.7% |
$2.57M - $2.91M
|
166K
$4.51M
|
|
|
Aug 06, 2025
Q2 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-1.65K- 3.81% |
$38.6K - $43.7K
|
41.5K
$1.13M
|
|
|
Aug 06, 2025
Q2 2025
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-18.4K- 25.73% |
$432K - $489K
|
53.1K
$1.44M
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-247K- 24.33% |
$5.79M - $6.55M
|
767K
$20.8M
|
|
|
Aug 06, 2025
Q2 2025
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
29.9K+ 39.09% |
$702K - $795K
|
107K
$2.89M
|
|
|
Aug 06, 2025
Q2 2025
|
Legacy Investment Solutions, LLC
Meridian, ID |
BUY
|
- |
39.1K+ 57.91% |
$916K - $1.04M
|
107K
$2.89M
|
|
|
Aug 06, 2025
Q2 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
7.93KNew |
$186K - $211K
|
7.93K
$215K
|
|
|
Aug 05, 2025
Q2 2025
|
American Institute For Advanced Investment Management, LLP
|
SELL
|
- |
-618- 1.98% |
$14.5K - $16.4K
|
30.6K
$829K
|
|
|
Aug 05, 2025
Q2 2025
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-696- 3.61% |
$16.3K - $18.5K
|
18.6K
$504K
|
|
|
Aug 05, 2025
Q2 2025
|
Integrity Financial Corp
|
SELL
|
- |
-32.4K- 12.86% |
$761K - $862K
|
220K
$5.96M
|
|
|
Aug 05, 2025
Q2 2025
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
25.1KNew |
$589K - $667K
|
25.1K
$682K
|
|
|
Aug 05, 2025
Q2 2025
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-15.3K- 8.97% |
$359K - $407K
|
155K
$4.21M
|
|
|
Aug 05, 2025
Q2 2025
|
Milestone Asset Management, LLC
Pittsburgh, PA |
BUY
|
- |
107K+ 34.43% |
$2.51M - $2.85M
|
419K
$11.4M
|
|
|
Aug 05, 2025
Q2 2025
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
5.95K+ 16.54% |
$140K - $158K
|
41.9K
$1.14M
|
|
|
Aug 05, 2025
Q2 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
8.9K+ 15.52% |
$209K - $236K
|
66.2K
$1.8M
|
|
|
Aug 04, 2025
Q2 2025
|
Arkadios Wealth Advisors
|
SELL
|
- |
-808- 1.52% |
$18.9K - $21.5K
|
52.5K
$1.42M
|
|
|
Aug 04, 2025
Q2 2025
|
Assetmark, Inc
|
BUY
|
- |
538+ 14.91% |
$12.6K - $14.3K
|
4.15K
$112K
|
|
|
Aug 04, 2025
Q2 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
16.3KNew |
$382K - $432K
|
16.3K
$442K
|
|
|
Aug 04, 2025
Q2 2025
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
50.2K+ 3.48% |
$1.18M - $1.33M
|
1.49M
$40.4M
|
|
|
Aug 04, 2025
Q2 2025
|
Ifg Advisory, LLC
|
SELL
|
- |
-17.4K- 16.37% |
$407K - $461K
|
88.7K
$2.41M
|
|
|
Aug 04, 2025
Q2 2025
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-70.6K- 25.37% |
$1.66M - $1.88M
|
208K
$5.63M
|
|
|
Aug 01, 2025
Q2 2025
|
Fsa Advisors, Inc.
Troy, MI |
SELL
|
- |
-4.1K- 12.08% |
$96.1K - $109K
|
29.8K
$809K
|
|
|
Aug 01, 2025
Q2 2025
|
L.M. Kohn & Company
|
SELL
|
- |
-1.28K- 4.34% |
$30K - $34K
|
28.2K
$765K
|
|
|
Aug 01, 2025
Q2 2025
|
Wealth Watch Advisors, Inc
Englewood, CO |
BUY
|
- |
30.9K+ 42.44% |
$725K - $821K
|
104K
$2.81M
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-344K- 34.62% |
$8.06M - $9.13M
|
649K
$17.6M
|
|
|
Jul 31, 2025
Q2 2025
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
595+ 3.42% |
$14K - $15.8K
|
18K
$488K
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
45.3K+ 1.32% |
$1.06M - $1.2M
|
3.48M
$94.4M
|
|
|
Jul 30, 2025
Q2 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-6.29K- 19.36% |
$148K - $167K
|
26.2K
$711K
|
|
|
Jul 30, 2025
Q2 2025
|
Life Wealth Investments, LLC
Winter Garden, FL |
BUY
|
- |
802+ 2.24% |
$18.8K - $21.3K
|
36.6K
$992K
|
|
|
Jul 30, 2025
Q2 2025
|
Brookstone Capital Management
|
SELL
|
- |
-3.06K- 0.41% |
$71.6K - $81.1K
|
751K
$20.4M
|
|
|
Jul 30, 2025
Q2 2025
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
BUY
|
- |
2.03K+ 3.92% |
$47.7K - $54K
|
54K
$1.46M
|
|
|
Jul 30, 2025
Q2 2025
|
Tfb Advisors LLC
Overland Park, KS |
SELL
|
- |
-5.75K- 23.65% |
$135K - $153K
|
18.5K
$503K
|
|
|
Jul 30, 2025
Q2 2025
|
Img Wealth Management, Inc.
Jacksonville, FL |
BUY
|
- |
10.9K+ 4.12% |
$256K - $290K
|
275K
$7.47M
|
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-11.6K- 2.55% |
$272K - $308K
|
444K
$12M
|
|
|
Jul 29, 2025
Q2 2025
|
Private Trust CO Na
|
BUY
|
- |
633+ 6.51% |
$14.8K - $16.8K
|
10.4K
$281K
|
|
|
Jul 28, 2025
Q2 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
29.6K+ 4.4% |
$694K - $786K
|
702K
$19M
|
|
|
Jul 28, 2025
Q2 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
5.84K+ 48.14% |
$137K - $155K
|
18K
$487K
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
34.1K+ 6.93% |
$800K - $906K
|
526K
$14.3M
|
|
|
Jul 28, 2025
Q2 2025
|
Virtus Wealth Solutions LLC
Cranford, NJ |
BUY
|
- |
218+ 1.36% |
$5.11K - $5.79K
|
16.2K
$439K
|
|
|
Jul 28, 2025
Q2 2025
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-2.35K- 13.55% |
$55.1K - $62.4K
|
15K
$407K
|