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 |
|---|---|---|---|---|---|---|---|
|
Jul 25, 2025
Q2 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
33.9KNew |
$795K - $901K
|
33.9K
$927K
|
|
|
Jul 25, 2025
Q2 2025
|
Gw Henssler & Associates LTD
|
SELL
|
- |
-294K- 6.91% |
$6.89M - $7.8M
|
3.96M
$108M
|
|
|
Jul 25, 2025
Q2 2025
|
Lion Street Advisors, LLC
|
SELL
|
- |
-1.15K- 4.39% |
$27K - $30.6K
|
25.1K
$685K
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
BUY
|
- |
2.18K+ 0.8% |
$51.1K - $57.8K
|
275K
$7.52M
|
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-144K- 80.97% |
$3.39M - $3.84M
|
33.9K
$927K
|
|
|
Jul 25, 2025
Q2 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-118K- 93.52% |
$2.78M - $3.14M
|
8.2K
$224K
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
2.27K+ 8.92% |
$53.1K - $60.2K
|
27.7K
$756K
|
|
|
Jul 24, 2025
Q2 2025
|
Apollon Financial, LLC
Mount Pleasant, SC |
SELL
|
- |
-1.4K- 1.29% |
$32.9K - $37.2K
|
108K
$2.94M
|
|
|
Jul 24, 2025
Q2 2025
|
Slt Holdings LLC
Scottsdale, AZ |
SELL
|
- |
-3.76K- 7.75% |
$88.2K - $99.9K
|
44.8K
$1.22M
|
|
|
Jul 24, 2025
Q2 2025
|
Fischer Investment Strategies, LLC
Westlake Village, CA |
BUY
|
- |
82.7K+ 17.0% |
$1.94M - $2.2M
|
569K
$15.6M
|
|
|
Jul 24, 2025
Q2 2025
|
Cascade Investment Group, Inc.
Colorado Springs, CO |
SELL
|
- |
-153- 1.56% |
$3.59K - $4.06K
|
9.68K
$264K
|
|
|
Jul 23, 2025
Q2 2025
|
Ggm Financials LLC
Columbus, OH |
BUY
|
- |
16.2KNew |
$380K - $430K
|
16.2K
$443K
|
|
|
Jul 22, 2025
Q2 2025
|
Ergawealth Advisors, Inc.
Oak Brook, IL |
SELL
|
- |
-7.78K- 12.19% |
$182K - $207K
|
56K
$1.53M
|
|
|
Jul 22, 2025
Q2 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
85.7K+ 73.22% |
$2.01M - $2.28M
|
203K
$5.54M
|
|
|
Jul 22, 2025
Q2 2025
|
Defined Financial Planning LLC
San Rafael, CA |
BUY
|
- |
15.6KNew |
$366K - $414K
|
15.6K
$426K
|
|
|
Jul 21, 2025
Q2 2025
|
Echo Wealth Management, LLC
|
BUY
|
- |
5.05K+ 10.19% |
$118K - $134K
|
54.6K
$1.49M
|
|
|
Jul 21, 2025
Q2 2025
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-1.63K- 30.83% |
$38.1K - $43.2K
|
3.65K
$99.6K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-23.3K- 64.82% |
$547K - $619K
|
12.7K
$346K
|
|
|
Jul 21, 2025
Q2 2025
|
Precedent Wealth Partners, LLC
Houston, TX |
BUY
|
- |
15.5K+ 21.81% |
$364K - $412K
|
86.7K
$2.37M
|
|
|
Jul 21, 2025
Q2 2025
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
14.7K+ 149.97% |
$345K - $391K
|
24.5K
$670K
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
BUY
|
- |
17.6K+ 1.59% |
$414K - $469K
|
1.13M
$30.8M
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
296+ 1.45% |
$6.94K - $7.86K
|
20.7K
$566K
|
|
|
Jul 17, 2025
Q2 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
48+ 8.21% |
$1.13K - $1.27K
|
633
$17.3K
|
|
|
Jul 17, 2025
Q2 2025
|
Centennial Wealth Advisory LLC
|
SELL
|
- |
-10.3K- 0.58% |
$242K - $275K
|
1.77M
$48.5M
|
|
|
Jul 17, 2025
Q2 2025
|
Cooper Financial Group
|
SELL
|
- |
-1.92K- 8.95% |
$44.9K - $50.9K
|
19.5K
$532K
|
|
|
Jul 16, 2025
Q2 2025
|
Cambridge Advisors Inc.
|
SELL
|
- |
-1.1K- 5.92% |
$25.8K - $29.2K
|
17.5K
$477K
|
|
|
Jul 15, 2025
Q2 2025
|
Five Pine Wealth Management
Coeur D Alene, ID |
BUY
|
- |
675+ 2.25% |
$15.8K - $17.9K
|
30.7K
$837K
|
|
|
Jul 15, 2025
Q2 2025
|
Santori & Peters, Inc.
|
BUY
|
- |
152+ 0.04% |
$3.56K - $4.04K
|
391K
$10.7M
|
|
|
Jul 15, 2025
Q2 2025
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-82- 0.29% |
$1.92K - $2.18K
|
28.5K
$777K
|
|
|
Jul 15, 2025
Q2 2025
|
Maridea Wealth Management LLC
Brooklyn, NY |
BUY
|
- |
3.91K+ 9.73% |
$91.7K - $104K
|
44.1K
$1.21M
|
|
|
Jul 15, 2025
Q2 2025
|
Legacy Financial Group LLC
|
BUY
|
- |
16.6K+ 0.87% |
$390K - $442K
|
1.93M
$52.8M
|
|
|
Jul 14, 2025
Q2 2025
|
Iams Wealth Management, LLC
Omaha, NE |
SELL
|
- |
-74.2K- 61.62% |
$1.74M - $1.97M
|
46.2K
$1.26M
|
|
|
Jul 14, 2025
Q2 2025
|
Chris Bulman Inc
Roseville, CA |
SELL
|
- |
-1.56K- 13.81% |
$36.5K - $41.3K
|
9.7K
$265K
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
3.67K+ 232.76% |
$86.1K - $97.6K
|
5.25K
$143K
|
|
|
Jul 11, 2025
Q2 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-3.65K- 14.29% |
$85.5K - $96.9K
|
21.9K
$598K
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-15.8K- 45.6% |
$371K - $420K
|
18.9K
$515K
|
|
|
Jul 09, 2025
Q2 2025
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-36.6K- 62.4% |
$857K - $971K
|
22K
$602K
|
|
|
Jul 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-3.43K- 16.99% |
$80.4K - $91.1K
|
16.8K
$458K
|
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-563- 1.98% |
$13.2K - $15K
|
27.9K
$762K
|
|
|
Jul 07, 2025
Q2 2025
|
Schulz Wealth, Ltd.
Mansfield, TX |
SELL
|
- |
-5.04K- 36.87% |
$118K - $134K
|
8.63K
$236K
|
|
|
Jul 07, 2025
Q2 2025
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
30.8K+ 4.35% |
$722K - $818K
|
739K
$20.2M
|
|
|
Jul 07, 2025
Q2 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
SELL
|
- |
-513- 52.24% |
$12K - $13.6K
|
469
$12.8K
|
|
| Q1 2025 | |||||||
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-6.9K- 19.51% |
$170K - $180K
|
28.5K
$777K
|
|
|
May 15, 2025
Q1 2025
|
Concorde Asset Management, LLC
|
BUY
|
- |
2.1K+ 13.75% |
$51.7K - $54.8K
|
17.4K
$474K
|
|
|
May 15, 2025
Q1 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
1.85K+ 2.55% |
$45.6K - $48.3K
|
74.5K
$2.03M
|
|
|
May 13, 2025
Q1 2025
|
Andina Capital Management, LLC
Lehi, UT |
SELL
|
- |
-3.64K- 26.2% |
$89.8K - $95.1K
|
10.3K
$280K
|
|
|
May 13, 2025
Q1 2025
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
CALL |
1KNew |
$24.7K - $26.1K
|
1K
$27.3K
|
|
|
May 12, 2025
Q1 2025
|
Townsquare Capital LLC
|
BUY
|
- |
2.28K+ 0.65% |
$56.1K - $59.4K
|
352K
$9.61M
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
17.7K+ 3621.52% |
$436K - $461K
|
18.2K
$496K
|
|
|
May 07, 2025
Q1 2025
|
Indie Asset Partners, LLC
Carmel, IN |
SELL
|
- |
-2.5K- 21.74% |
$61.7K - $65.3K
|
9K
$246K
|
|