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 |
|---|---|---|---|---|---|---|---|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
21.8K+ 6.37% |
$490K - $515K
|
364K
$9.37M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
119K+ 83.25% |
$2.67M - $2.8M
|
261K
$6.72M
|
|
|
May 13, 2024
Q1 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
10.3KNew |
$232K - $244K
|
10.3K
$265K
|
|
|
May 07, 2024
Q1 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
10.9K+ 33.36% |
$244K - $256K
|
43.4K
$1.12M
|
|
|
May 06, 2024
Q1 2024
|
Aveo Capital Partners, LLC
|
BUY
|
- |
9.17KNew |
$206K - $217K
|
9.17K
$236K
|
|
|
May 01, 2024
Q1 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-97.1K- 24.62% |
$2.18M - $2.3M
|
297K
$7.65M
|
|
|
Apr 25, 2024
Q1 2024
|
Allworth Financial LP
|
BUY
|
- |
1.17KNew |
$26.4K - $27.7K
|
1.17K
$30.2K
|
|
|
Apr 24, 2024
Q1 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
15KNew |
$338K - $355K
|
15K
$386K
|
|
|
Apr 24, 2024
Q1 2024
|
N.E.W. Advisory Services LLC
|
SELL
|
- |
-11.7K- 52.14% |
$263K - $276K
|
10.7K
$276K
|
|
|
Apr 10, 2024
Q1 2024
|
Schulz Wealth, Ltd.
Mansfield, TX |
SELL
|
- |
-13.9K- 46.95% |
$314K - $330K
|
15.8K
$405K
|
|
| Q4 2023 | |||||||
|
May 15, 2024
Q4 2023
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
100New |
$2.07K - $2.27K
|
100
$2.57K
|
|
|
Feb 14, 2024
Q4 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
52New |
$1.08K - $1.18K
|
52
$1.34K
|
|
|
Feb 14, 2024
Q4 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
11.3KNew |
$235K - $258K
|
11.3K
$292K
|
|
|
Feb 14, 2024
Q4 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-128Closed |
$2.65K - $2.91K
|
0
$0
|
|
|
Feb 14, 2024
Q4 2023
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
25.9KNew |
$536K - $589K
|
25.9K
$666K
|
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
15KNew |
$311K - $341K
|
15K
$386K
|
|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
BUY
|
- |
1.2KNew |
$24.8K - $27.3K
|
1.2K
$30.9K
|
|
|
Jan 31, 2024
Q4 2023
|
Western Wealth Management, LLC
|
BUY
|
- |
800+ 1.81% |
$16.6K - $18.2K
|
45.1K
$1.16M
|
|
|
Jan 25, 2024
Q4 2023
|
Madrona Financial Services, LLC
|
SELL
|
- |
-13.3K- 7.86% |
$275K - $302K
|
156K
$4M
|
|
|
Jan 23, 2024
Q4 2023
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
500New |
$10.4K - $11.4K
|
500
$12.9K
|
|
|
Jan 17, 2024
Q4 2023
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
9.05KNew |
$187K - $206K
|
9.05K
$233K
|
|
|
Jan 12, 2024
Q4 2023
|
Kure Advisory, LLC
Plymouth, MN |
SELL
|
- |
-21.7K- 3.42% |
$450K - $494K
|
613K
$15.8M
|
|
|
Jan 10, 2024
Q4 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
1.44KNew |
$29.7K - $32.6K
|
1.44K
$36.9K
|
|
| Q3 2023 | |||||||
|
Nov 21, 2023
Q3 2023
|
Comerica Bank
|
BUY
|
- |
335New |
$7.08K - $7.34K
|
335
$8.61K
|
|
|
Nov 15, 2023
Q3 2023
|
Penserra Capital Management LLC
Orinda, CA |
SELL
|
- |
-596- 63.68% |
$12.6K - $13.1K
|
340
$8.74K
|
|
|
Oct 10, 2023
Q3 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
128New |
$2.7K - $2.8K
|
128
$3.29K
|
|
| Q2 2023 | |||||||
|
Sep 11, 2024
Q2 2023
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-17.9KClosed |
$362K - $385K
|
0
$0
|
|
|
Oct 30, 2023
Q2 2023
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
PUT |
71.1KNew |
$1.44M - $1.53M
|
71.1K
$1.83M
|
|
|
Aug 14, 2023
Q2 2023
|
Prostatis Group LLC
Hanover, MD |
BUY
|
- |
69.5KNew |
$1.41M - $1.5M
|
69.5K
$1.79M
|
|
|
Aug 14, 2023
Q2 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
878+ 0.76% |
$17.8K - $18.9K
|
117K
$3.01M
|
|
|
Aug 14, 2023
Q2 2023
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-500- 1.59% |
$10.1K - $10.8K
|
30.9K
$794K
|
|
|
Aug 07, 2023
Q2 2023
|
Second Half Financial Partners, LLC
Sebring, FL |
BUY
|
- |
178KNew |
$3.62M - $3.84M
|
178K
$4.59M
|
|
|
Aug 04, 2023
Q2 2023
|
Schubert & CO
|
BUY
|
- |
13.2KNew |
$268K - $285K
|
13.2K
$340K
|
|
|
Jul 25, 2023
Q2 2023
|
Sanctuary Wealth Management, L.L.C.
|
BUY
|
- |
12.9KNew |
$261K - $277K
|
12.9K
$330K
|
|
|
Jul 20, 2023
Q2 2023
|
Scissortail Wealth Management, LLC
Tulsa, OK |
BUY
|
- |
14.4K+ 9.37% |
$291K - $309K
|
168K
$4.31M
|
|
| Q1 2023 | |||||||
|
Apr 11, 2023
Q1 2023
|
Catalyst Wealth Management, LLC
Atlanta, GA |
SELL
|
- |
-8.82K- 8.53% |
$173K - $181K
|
94.6K
$2.43M
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
SELL
|
- |
-34.3K- 85.81% |
$654K - $691K
|
5.67K
$146K
|
|
|
Feb 08, 2023
Q4 2022
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
9.31K+ 11.16% |
$178K - $188K
|
92.7K
$2.38M
|
|
|
Feb 08, 2023
Q4 2022
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
10.2KNew |
$196K - $206K
|
10.2K
$263K
|
|
|
Feb 07, 2023
Q4 2022
|
Arq Wealth Advisors, LLC
|
SELL
|
- |
-160- 0.34% |
$3.05K - $3.22K
|
47.1K
$1.21M
|
|
|
Feb 07, 2023
Q4 2022
|
Fortress Wealth Group, LLC
Orlando, FL |
SELL
|
- |
-47.1K- 50.01% |
$898K - $948K
|
47K
$1.21M
|
|
|
Jan 31, 2023
Q4 2022
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-74.4K- 8.73% |
$1.42M - $1.5M
|
779K
$20M
|
|
|
Jan 31, 2023
Q4 2022
|
Triumph Capital Management
|
SELL
|
- |
-167- 1.1% |
$3.19K - $3.37K
|
15.1K
$388K
|
|
|
Jan 23, 2023
Q4 2022
|
Trinity Wealth Management, LLC
|
BUY
|
- |
4.7K+ 2.29% |
$89.8K - $94.8K
|
210K
$5.41M
|
|
|
Jan 18, 2023
Q4 2022
|
Kfg Wealth Management, LLC
Granger, IN |
BUY
|
- |
16.5KNew |
$315K - $333K
|
16.5K
$425K
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Financial Partners Group, Inc
Overland Park, KS |
SELL
|
- |
-195K- 89.14% |
$3.73M - $4.01M
|
23.8K
$612K
|
|
|
Nov 10, 2022
Q3 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
BUY
|
- |
348KNew |
$6.65M - $7.14M
|
348K
$8.95M
|
|
|
Nov 03, 2022
Q3 2022
|
Larson Financial Group LLC
|
BUY
|
- |
1.22KNew |
$23.3K - $25K
|
1.22K
$31.4K
|
|
|
Oct 24, 2022
Q3 2022
|
Cherry Creek Investment Advisors, Inc.
|
SELL
|
- |
-50K- 71.18% |
$956K - $1.03M
|
20.2K
$521K
|
|
|
Oct 14, 2022
Q3 2022
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
63New |
$1.2K - $1.29K
|
63
$1.62K
|
|