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 |
|---|---|---|---|---|---|---|---|
|
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
$107K
|
|
|
Jan 15, 2025
Q4 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-43.7K- 99.96% |
$1.09M - $1.13M
|
19
$528
|
|
|
Jan 13, 2025
Q4 2024
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
3K+ 25.96% |
$74.7K - $77.1K
|
14.5K
$404K
|
|
|
Jan 13, 2025
Q4 2024
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
2.86K+ 12.58% |
$71.3K - $73.6K
|
25.6K
$711K
|
|
| Q3 2024 | |||||||
|
Nov 25, 2024
Q3 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
11.9KNew |
$282K - $297K
|
11.9K
$329K
|
|
|
Nov 14, 2024
Q3 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
11KNew |
$261K - $275K
|
11K
$305K
|
|
|
Nov 14, 2024
Q3 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
1.23KNew |
$29.3K - $30.9K
|
1.23K
$34.3K
|
|
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-24.7K- 60.4% |
$586K - $618K
|
16.2K
$449K
|
|
|
Nov 13, 2024
Q3 2024
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
10KNew |
$238K - $250K
|
10K
$278K
|
|
|
Nov 05, 2024
Q3 2024
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-4.18K- 9.5% |
$99.5K - $105K
|
39.9K
$1.11M
|
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
871New |
$20.7K - $21.8K
|
871
$24.2K
|
|
|
Oct 24, 2024
Q3 2024
|
Vima LLC
Troy, MI |
BUY
|
- |
6.91K+ 28.47% |
$164K - $173K
|
31.2K
$866K
|
|
|
Oct 18, 2024
Q3 2024
|
Cedrus LLC
Littleton, CO |
BUY
|
- |
21.6KNew |
$513K - $540K
|
21.6K
$599K
|
|
|
Oct 11, 2024
Q3 2024
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
2.06K+ 10.75% |
$48.9K - $51.5K
|
21.2K
$589K
|
|
| 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
$618K
|
|
|
Aug 08, 2024
Q2 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-1.9K- 73.08% |
$44.1K - $46.2K
|
700
$19.4K
|
|
|
Aug 06, 2024
Q2 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
3.14KNew |
$72.8K - $76.3K
|
3.14K
$87.1K
|
|
|
Aug 02, 2024
Q2 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
9.32KNew |
$216K - $227K
|
9.32K
$259K
|
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
1.38KNew |
$31.9K - $33.5K
|
1.38K
$38.2K
|
|
|
Jul 25, 2024
Q2 2024
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-1.9K- 15.2% |
$44.1K - $46.2K
|
10.6K
$294K
|
|
|
Jul 10, 2024
Q2 2024
|
Albion Financial Group
|
BUY
|
- |
358New |
$8.31K - $8.71K
|
358
$9.95K
|
|
| Q1 2024 | |||||||
|
Jul 17, 2024
Q1 2024
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-297- 8.19% |
$6.68K - $7.02K
|
3.33K
$92.5K
|
|
|
May 15, 2024
Q1 2024
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
66.7KNew |
$1.5M - $1.58M
|
66.7K
$1.85M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
21.8K+ 6.37% |
$490K - $515K
|
364K
$10.1M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
119K+ 83.25% |
$2.67M - $2.8M
|
261K
$7.26M
|
|
|
May 13, 2024
Q1 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
10.3KNew |
$232K - $244K
|
10.3K
$287K
|
|
|
May 07, 2024
Q1 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
10.9K+ 33.36% |
$244K - $256K
|
43.4K
$1.21M
|
|
|
May 06, 2024
Q1 2024
|
Aveo Capital Partners, LLC
|
BUY
|
- |
9.17KNew |
$206K - $217K
|
9.17K
$255K
|
|
|
May 01, 2024
Q1 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-97.1K- 24.62% |
$2.18M - $2.3M
|
297K
$8.26M
|
|
|
Apr 25, 2024
Q1 2024
|
Allworth Financial LP
|
BUY
|
- |
1.17KNew |
$26.4K - $27.7K
|
1.17K
$32.6K
|
|
|
Apr 24, 2024
Q1 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
15KNew |
$338K - $355K
|
15K
$417K
|
|
| Q4 2023 | |||||||
|
May 15, 2024
Q4 2023
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
100New |
$2.07K - $2.27K
|
100
$2.78K
|
|
|
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
$720K
|
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
15KNew |
$311K - $341K
|
15K
$417K
|
|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
BUY
|
- |
1.2KNew |
$24.8K - $27.3K
|
1.2K
$33.3K
|
|
|
Jan 25, 2024
Q4 2023
|
Madrona Financial Services, LLC
|
SELL
|
- |
-13.3K- 7.86% |
$275K - $302K
|
156K
$4.33M
|
|
|
Jan 23, 2024
Q4 2023
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
500New |
$10.4K - $11.4K
|
500
$13.9K
|
|
|
Jan 12, 2024
Q4 2023
|
Kure Advisory, LLC
Plymouth, MN |
SELL
|
- |
-21.7K- 3.42% |
$450K - $494K
|
613K
$17M
|
|
| Q3 2023 | |||||||
|
Nov 21, 2023
Q3 2023
|
Comerica Bank
|
BUY
|
- |
335New |
$7.08K - $7.34K
|
335
$9.31K
|
|
|
Nov 15, 2023
Q3 2023
|
Penserra Capital Management LLC
Orinda, CA |
SELL
|
- |
-596- 63.68% |
$12.6K - $13.1K
|
340
$9.45K
|
|
|
Oct 10, 2023
Q3 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
128New |
$2.7K - $2.8K
|
128
$3.56K
|
|
| Q2 2023 | |||||||
|
Oct 30, 2023
Q2 2023
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
PUT |
71.1KNew |
$1.44M - $1.53M
|
71.1K
$1.97M
|
|
|
Aug 14, 2023
Q2 2023
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-500- 1.59% |
$10.1K - $10.8K
|
30.9K
$858K
|
|
|
Aug 14, 2023
Q2 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
878+ 0.76% |
$17.8K - $18.9K
|
117K
$3.25M
|
|
|
Aug 14, 2023
Q2 2023
|
Prostatis Group LLC
Hanover, MD |
BUY
|
- |
69.5KNew |
$1.41M - $1.5M
|
69.5K
$1.93M
|
|
|
Aug 07, 2023
Q2 2023
|
Second Half Financial Partners, LLC
Sebring, FL |
BUY
|
- |
178KNew |
$3.62M - $3.84M
|
178K
$4.96M
|
|
|
Aug 04, 2023
Q2 2023
|
Schubert & CO
|
BUY
|
- |
13.2KNew |
$268K - $285K
|
13.2K
$368K
|
|
|
Jul 25, 2023
Q2 2023
|
Sanctuary Wealth Management, L.L.C.
|
BUY
|
- |
12.9KNew |
$261K - $277K
|
12.9K
$357K
|
|
|
Jul 20, 2023
Q2 2023
|
Scissortail Wealth Management, LLC
Tulsa, OK |
BUY
|
- |
14.4K+ 9.37% |
$291K - $309K
|
168K
$4.66M
|
|