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 |
|---|---|---|---|---|---|---|---|
|
Oct 22, 2024
Q3 2024
|
Chris Bulman Inc
Roseville, CA |
SELL
|
- |
-9.31K- 46.61% |
$221K - $233K
|
10.7K
$274K
|
|
|
Oct 22, 2024
Q3 2024
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-260- 2.66% |
$6.18K - $6.51K
|
9.51K
$244K
|
|
|
Oct 21, 2024
Q3 2024
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-1.11K- 3.49% |
$26.5K - $27.9K
|
30.8K
$792K
|
|
|
Oct 21, 2024
Q3 2024
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-2.33K- 3.65% |
$55.4K - $58.3K
|
61.5K
$1.58M
|
|
|
Oct 21, 2024
Q3 2024
|
Integrity Financial Corp
|
BUY
|
- |
8.96K+ 3.53% |
$213K - $224K
|
263K
$6.76M
|
|
|
Oct 18, 2024
Q3 2024
|
Echo Wealth Management, LLC
|
BUY
|
- |
4+ 0.03% |
$95.1 - $100
|
12.7K
$327K
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
20.8K+ 2.68% |
$495K - $521K
|
796K
$20.5M
|
|
|
Oct 18, 2024
Q3 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
24.7K+ 130.32% |
$588K - $620K
|
43.7K
$1.12M
|
|
|
Oct 18, 2024
Q3 2024
|
Cedrus LLC
Littleton, CO |
BUY
|
- |
21.6KNew |
$513K - $540K
|
21.6K
$554K
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
33.6K+ 8.41% |
$798K - $840K
|
433K
$11.1M
|
|
|
Oct 17, 2024
Q3 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
77.1K+ 12.29% |
$1.83M - $1.93M
|
704K
$18.1M
|
|
|
Oct 17, 2024
Q3 2024
|
Precedent Wealth Partners, LLC
Houston, TX |
BUY
|
- |
38.1KNew |
$907K - $955K
|
38.1K
$981K
|
|
|
Oct 16, 2024
Q3 2024
|
Quad Cities Investment Group, LLC
Davenport, IA |
SELL
|
- |
-2.59K- 18.35% |
$61.7K - $65K
|
11.5K
$297K
|
|
|
Oct 16, 2024
Q3 2024
|
Alliance Wealth Advisors, LLC
|
BUY
|
- |
493+ 4.27% |
$11.7K - $12.3K
|
12K
$310K
|
|
|
Oct 16, 2024
Q3 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
10.9KNew |
$259K - $273K
|
10.9K
$280K
|
|
|
Oct 15, 2024
Q3 2024
|
Cascade Investment Group, Inc.
Colorado Springs, CO |
BUY
|
- |
957+ 11.39% |
$22.8K - $24K
|
9.36K
$241K
|
|
|
Oct 15, 2024
Q3 2024
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
8.68KNew |
$206K - $217K
|
8.68K
$223K
|
|
|
Oct 15, 2024
Q3 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
10.2K+ 87.09% |
$243K - $255K
|
21.9K
$563K
|
|
|
Oct 15, 2024
Q3 2024
|
Legacy Financial Group LLC
|
BUY
|
- |
13.1K+ 39.37% |
$312K - $328K
|
46.4K
$1.19M
|
|
|
Oct 15, 2024
Q3 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-2.01K- 6.76% |
$47.9K - $50.4K
|
27.8K
$714K
|
|
|
Oct 11, 2024
Q3 2024
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
- |
3.2K+ 4.53% |
$76K - $80K
|
73.8K
$1.9M
|
|
|
Oct 11, 2024
Q3 2024
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
2.06K+ 10.75% |
$48.9K - $51.5K
|
21.2K
$545K
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
9.79KNew |
$233K - $245K
|
9.79K
$252K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-17.2K- 81.42% |
$410K - $431K
|
3.93K
$101K
|
|
|
Oct 09, 2024
Q3 2024
|
Simplicity Wealth,Llc
|
BUY
|
- |
16.2K+ 15.28% |
$385K - $406K
|
122K
$3.14M
|
|
|
Oct 09, 2024
Q3 2024
|
Davies Financial Advisors, Inc.
Murrieta, CA |
SELL
|
- |
-272- 0.67% |
$6.47K - $6.81K
|
40.4K
$1.04M
|
|
|
Oct 08, 2024
Q3 2024
|
Brookstone Capital Management
|
SELL
|
- |
-23K- 3.22% |
$547K - $576K
|
691K
$17.8M
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
BUY
|
- |
26.1K+ 14.52% |
$620K - $653K
|
206K
$5.29M
|
|
|
Oct 07, 2024
Q3 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-4.92K- 15.98% |
$117K - $123K
|
25.8K
$664K
|
|
|
Oct 04, 2024
Q3 2024
|
Hbw Advisory Services LLC
|
BUY
|
- |
1.04K+ 11.19% |
$24.8K - $26.1K
|
10.4K
$267K
|
|
|
Oct 04, 2024
Q3 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
10.1KNew |
$240K - $253K
|
10.1K
$260K
|
|
| Q2 2024 | |||||||
|
Aug 14, 2024
Q2 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-255- 1.31% |
$5.92K - $6.21K
|
19.2K
$494K
|
|
|
Aug 13, 2024
Q2 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
19.2K+ 34.7% |
$445K - $467K
|
74.4K
$1.91M
|
|
|
Aug 13, 2024
Q2 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
4.53K+ 2.86% |
$105K - $110K
|
163K
$4.19M
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-512- 2.25% |
$11.9K - $12.5K
|
22.3K
$572K
|
|
|
Aug 09, 2024
Q2 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
14+ 0.09% |
$325 - $341
|
15.4K
$395K
|
|
|
Aug 08, 2024
Q2 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-1.9K- 73.08% |
$44.1K - $46.2K
|
700
$18K
|
|
|
Aug 06, 2024
Q2 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
3.14KNew |
$72.8K - $76.3K
|
3.14K
$80.6K
|
|
|
Aug 02, 2024
Q2 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
9.32KNew |
$216K - $227K
|
9.32K
$240K
|
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
1.38KNew |
$31.9K - $33.5K
|
1.38K
$35.4K
|
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-581- 3.32% |
$13.5K - $14.1K
|
16.9K
$435K
|
|
|
Jul 25, 2024
Q2 2024
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-1.9K- 15.2% |
$44.1K - $46.2K
|
10.6K
$273K
|
|
|
Jul 24, 2024
Q2 2024
|
Edge Rock Capital LLC
|
SELL
|
- |
-500- 1.78% |
$11.6K - $12.2K
|
27.5K
$708K
|
|
|
Jul 22, 2024
Q2 2024
|
Onyx Bridge Wealth Group LLC
|
SELL
|
- |
-2.88K- 15.89% |
$66.9K - $70.1K
|
15.3K
$392K
|
|
|
Jul 17, 2024
Q2 2024
|
Good Life Advisors, LLC
|
BUY
|
- |
1.78K+ 12.01% |
$41.3K - $43.3K
|
16.6K
$426K
|
|
|
Jul 12, 2024
Q2 2024
|
Lion Street Advisors, LLC
|
BUY
|
- |
450+ 1.74% |
$10.4K - $11K
|
26.2K
$675K
|
|
|
Jul 10, 2024
Q2 2024
|
Albion Financial Group
|
BUY
|
- |
358New |
$8.31K - $8.71K
|
358
$9.2K
|
|
| Q1 2024 | |||||||
|
Jul 17, 2024
Q1 2024
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-297- 8.19% |
$6.68K - $7.02K
|
3.33K
$85.6K
|
|
|
May 15, 2024
Q1 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
300+ 35.29% |
$6.74K - $7.09K
|
1.15K
$29.6K
|
|
|
May 15, 2024
Q1 2024
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
66.7KNew |
$1.5M - $1.58M
|
66.7K
$1.72M
|
|