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 07, 2025
Q1 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
8.99KNew |
$222K - $235K
|
8.99K
$245K
|
|
|
May 06, 2025
Q1 2025
|
Trilogy Capital Inc.
|
BUY
|
- |
12.5KNew |
$308K - $325K
|
12.5K
$341K
|
|
|
May 06, 2025
Q1 2025
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
8.24KNew |
$203K - $215K
|
8.24K
$225K
|
|
|
May 02, 2025
Q1 2025
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
8.15KNew |
$201K - $213K
|
8.15K
$223K
|
|
|
Apr 25, 2025
Q1 2025
|
Essex Financial Services, Inc.
|
BUY
|
- |
900+ 11.25% |
$22.2K - $23.5K
|
8.9K
$243K
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-10.3K- 50.0% |
$254K - $268K
|
10.3K
$281K
|
|
|
Apr 17, 2025
Q1 2025
|
Partners Wealth Management, LLC
Carmel By The Sea, CA |
BUY
|
- |
1.52K+ 9.07% |
$37.5K - $39.7K
|
18.3K
$500K
|
|
|
Apr 14, 2025
Q1 2025
|
Tounjian Advisory Partners, LLC
Fort Myers, FL |
BUY
|
- |
34.2KNew |
$842K - $892K
|
34.2K
$933K
|
|
|
Apr 11, 2025
Q1 2025
|
Alliance Wealth Advisors, LLC
|
BUY
|
- |
3.43K+ 28.45% |
$84.5K - $89.4K
|
15.5K
$423K
|
|
|
Apr 09, 2025
Q1 2025
|
Hbw Advisory Services LLC
|
BUY
|
- |
234+ 2.22% |
$5.77K - $6.11K
|
10.8K
$294K
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
12.9KNew |
$317K - $335K
|
12.9K
$351K
|
|
| Q4 2024 | |||||||
|
Feb 25, 2025
Q4 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
12.6K+ 56.8% |
$315K - $325K
|
34.9K
$953K
|
|
|
Feb 25, 2025
Q4 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
8.16KNew |
$203K - $210K
|
8.16K
$223K
|
|
|
Feb 18, 2025
Q4 2024
|
Breakthru Advisory Services, LLC
Muskego, WI |
BUY
|
- |
14.6KNew |
$364K - $376K
|
14.6K
$399K
|
|
|
Feb 14, 2025
Q4 2024
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
1.45K+ 16.71% |
$36.2K - $37.3K
|
10.1K
$277K
|
|
|
Feb 14, 2025
Q4 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
6.67K+ 57.22% |
$166K - $172K
|
18.3K
$501K
|
|
|
Feb 13, 2025
Q4 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
8.07K+ 9.95% |
$201K - $208K
|
89.2K
$2.44M
|
|
|
Feb 13, 2025
Q4 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-1.24K- 89.19% |
$30.9K - $31.9K
|
150
$4.1K
|
|
|
Feb 13, 2025
Q4 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-800- 7.05% |
$20K - $20.6K
|
10.5K
$288K
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
278KNew |
$6.92M - $7.14M
|
278K
$7.58M
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
BUY
|
- |
441New |
$11K - $11.4K
|
441
$12K
|
|
|
Feb 04, 2025
Q4 2024
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
38.7KNew |
$964K - $995K
|
38.7K
$1.06M
|
|
|
Feb 04, 2025
Q4 2024
|
Edge Capital Group, LLC
|
BUY
|
- |
8.42KNew |
$210K - $217K
|
8.42K
$230K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
21.5KNew |
$536K - $553K
|
21.5K
$587K
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-2.52K- 8.77% |
$62.8K - $64.8K
|
26.2K
$715K
|
|
|
Jan 27, 2025
Q4 2024
|
Onyx Bridge Wealth Group LLC
|
SELL
|
- |
-150- 0.98% |
$3.74K - $3.86K
|
15.1K
$413K
|
|
|
Jan 22, 2025
Q4 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-275- 1.26% |
$6.86K - $7.08K
|
21.6K
$591K
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
590+ 18.1% |
$14.7K - $15.2K
|
3.85K
$105K
|
|
|
Jan 15, 2025
Q4 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-43.7K- 99.96% |
$1.09M - $1.13M
|
19
$519
|
|
|
Jan 13, 2025
Q4 2024
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
3K+ 25.96% |
$74.7K - $77.1K
|
14.5K
$397K
|
|
|
Jan 13, 2025
Q4 2024
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
2.86K+ 12.58% |
$71.3K - $73.6K
|
25.6K
$699K
|
|
| Q3 2024 | |||||||
|
Nov 25, 2024
Q3 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
11.9KNew |
$282K - $297K
|
11.9K
$324K
|
|
|
Nov 14, 2024
Q3 2024
|
Encompass More Asset Management
Danville, CA |
BUY
|
- |
8.15KNew |
$194K - $204K
|
8.15K
$223K
|
|
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-24.7K- 60.4% |
$586K - $618K
|
16.2K
$442K
|
|
|
Nov 14, 2024
Q3 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
1.23KNew |
$29.3K - $30.9K
|
1.23K
$33.7K
|
|
|
Nov 14, 2024
Q3 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
11KNew |
$261K - $275K
|
11K
$300K
|
|
|
Nov 13, 2024
Q3 2024
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
10KNew |
$238K - $250K
|
10K
$273K
|
|
|
Nov 05, 2024
Q3 2024
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-4.18K- 9.5% |
$99.5K - $105K
|
39.9K
$1.09M
|
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
871New |
$20.7K - $21.8K
|
871
$23.8K
|
|
|
Oct 24, 2024
Q3 2024
|
Vima LLC
Troy, MI |
BUY
|
- |
6.91K+ 28.47% |
$164K - $173K
|
31.2K
$852K
|
|
|
Oct 18, 2024
Q3 2024
|
Cedrus LLC
Littleton, CO |
BUY
|
- |
21.6KNew |
$513K - $540K
|
21.6K
$589K
|
|
|
Oct 11, 2024
Q3 2024
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
2.06K+ 10.75% |
$48.9K - $51.5K
|
21.2K
$579K
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
9.79KNew |
$233K - $245K
|
9.79K
$267K
|
|
| Q2 2024 | |||||||
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-512- 2.25% |
$11.9K - $12.5K
|
22.3K
$608K
|
|
|
Aug 08, 2024
Q2 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-1.9K- 73.08% |
$44.1K - $46.2K
|
700
$19.1K
|
|
|
Aug 06, 2024
Q2 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
3.14KNew |
$72.8K - $76.3K
|
3.14K
$85.7K
|
|
|
Aug 02, 2024
Q2 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
9.32KNew |
$216K - $227K
|
9.32K
$255K
|
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
1.38KNew |
$31.9K - $33.5K
|
1.38K
$37.6K
|
|
|
Jul 25, 2024
Q2 2024
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-1.9K- 15.2% |
$44.1K - $46.2K
|
10.6K
$290K
|
|
|
Jul 24, 2024
Q2 2024
|
Edge Rock Capital LLC
|
SELL
|
- |
-500- 1.78% |
$11.6K - $12.2K
|
27.5K
$752K
|
|