Latest Institutional Purchases of First Tr Exc Trd Fd Viii Ft Cb (BUFD)
This list provides information on the latest institutional transactions involving First Tr Exc Trd Fd Viii Ft Cb (BUFD) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 19, 2025
Q2 2025
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
660KNew |
$15.5M - $17.5M
|
660K
$17.9M
|
|
|
Aug 07, 2025
Q2 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
608K+ 535.98% |
$14.3M - $16.2M
|
722K
$19.6M
|
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
356K+ 21.66% |
$8.35M - $9.45M
|
2M
$54.2M
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
277K+ 106.35% |
$6.5M - $7.36M
|
538K
$14.6M
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
219K+ 2.8% |
$5.15M - $5.83M
|
8.07M
$219M
|
|
|
Aug 11, 2025
Q2 2025
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
112KNew |
$2.63M - $2.98M
|
112K
$3.04M
|
|
|
Aug 05, 2025
Q2 2025
|
Milestone Asset Management, LLC
Pittsburgh, PA |
BUY
|
- |
107K+ 34.43% |
$2.51M - $2.85M
|
419K
$11.4M
|
|
|
Jul 22, 2025
Q2 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
85.7K+ 73.22% |
$2.01M - $2.28M
|
203K
$5.5M
|
|
|
Jul 24, 2025
Q2 2025
|
Fischer Investment Strategies, LLC
Westlake Village, CA |
BUY
|
- |
82.7K+ 17.0% |
$1.94M - $2.2M
|
569K
$15.4M
|
|
|
Aug 12, 2025
Q2 2025
|
Richmond Investment Services, LLC
Mequon, WI |
BUY
|
- |
60.9K+ 107.11% |
$1.43M - $1.62M
|
118K
$3.2M
|
|
|
Aug 13, 2025
Q2 2025
|
Stone X Group Inc.
|
BUY
|
- |
53.4KNew |
$1.25M - $1.42M
|
53.4K
$1.45M
|
|
|
Aug 04, 2025
Q2 2025
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
50.2K+ 3.48% |
$1.18M - $1.33M
|
1.49M
$40.4M
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
45.3K+ 1.32% |
$1.06M - $1.2M
|
3.48M
$94.4M
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
42.9K+ 4.4% |
$1.01M - $1.14M
|
1.02M
$27.6M
|
|
|
Aug 06, 2025
Q2 2025
|
Legacy Investment Solutions, LLC
Meridian, ID |
BUY
|
- |
39.1K+ 57.91% |
$916K - $1.04M
|
107K
$2.89M
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
34.1K+ 6.93% |
$800K - $906K
|
526K
$14.3M
|
|
|
Jul 25, 2025
Q2 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
33.9KNew |
$795K - $901K
|
33.9K
$920K
|
|
|
Aug 01, 2025
Q2 2025
|
Wealth Watch Advisors, Inc
Englewood, CO |
BUY
|
- |
30.9K+ 42.44% |
$725K - $821K
|
104K
$2.81M
|
|
|
Jul 07, 2025
Q2 2025
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
30.8K+ 4.35% |
$722K - $818K
|
739K
$20M
|
|
|
Aug 06, 2025
Q2 2025
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
29.9K+ 39.09% |
$702K - $795K
|
107K
$2.89M
|
|
|
Jul 28, 2025
Q2 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
29.6K+ 4.4% |
$694K - $786K
|
702K
$19M
|
|
|
Aug 05, 2025
Q2 2025
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
25.1KNew |
$589K - $667K
|
25.1K
$682K
|
|
|
Aug 11, 2025
Q2 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
24K+ 5.96% |
$563K - $637K
|
427K
$11.6M
|
|
|
Aug 14, 2025
Q2 2025
|
Old Mission Capital LLC
|
BUY
|
- |
22.8KNew |
$534K - $605K
|
22.8K
$618K
|
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
22.2K+ 2052.41% |
$520K - $589K
|
23.2K
$630K
|
|
|
Aug 11, 2025
Q2 2025
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
BUY
|
- |
21K+ 5.19% |
$492K - $557K
|
425K
$11.5M
|
|
|
Aug 14, 2025
Q2 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
17.9K+ 15.26% |
$419K - $475K
|
135K
$3.66M
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
BUY
|
- |
17.6K+ 1.59% |
$414K - $469K
|
1.13M
$30.6M
|
|
|
Jul 15, 2025
Q2 2025
|
Legacy Financial Group LLC
|
BUY
|
- |
16.6K+ 0.87% |
$390K - $442K
|
1.93M
$52.4M
|
|
|
Aug 04, 2025
Q2 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
16.3KNew |
$382K - $432K
|
16.3K
$442K
|
|
|
Jul 23, 2025
Q2 2025
|
Ggm Financials LLC
Columbus, OH |
BUY
|
- |
16.2KNew |
$380K - $430K
|
16.2K
$439K
|
|
|
Jul 22, 2025
Q2 2025
|
Defined Financial Planning LLC
San Rafael, CA |
BUY
|
- |
15.6KNew |
$366K - $414K
|
15.6K
$423K
|
|
|
Jul 21, 2025
Q2 2025
|
Precedent Wealth Partners, LLC
Houston, TX |
BUY
|
- |
15.5K+ 21.81% |
$364K - $412K
|
86.7K
$2.35M
|
|
|
Aug 19, 2025
Q2 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
15K+ 9.4% |
$351K - $397K
|
174K
$4.72M
|
|
|
Jul 21, 2025
Q2 2025
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
14.7K+ 149.97% |
$345K - $391K
|
24.5K
$665K
|
|
|
Aug 12, 2025
Q2 2025
|
Jacobi Capital Management LLC
|
BUY
|
- |
14.4K+ 7.74% |
$338K - $382K
|
200K
$5.43M
|
|
|
Aug 14, 2025
Q2 2025
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
11.6K+ 5.49% |
$271K - $307K
|
222K
$6.01M
|
|
|
Jul 30, 2025
Q2 2025
|
Img Wealth Management, Inc.
Jacksonville, FL |
BUY
|
- |
10.9K+ 4.12% |
$256K - $290K
|
275K
$7.47M
|
|
|
Aug 11, 2025
Q2 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
9.13K+ 20.77% |
$214K - $242K
|
53.1K
$1.44M
|
|
|
Aug 18, 2025
Q2 2025
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
9.07K+ 8.37% |
$213K - $241K
|
117K
$3.18M
|
|
|
Aug 05, 2025
Q2 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
8.9K+ 15.52% |
$209K - $236K
|
66.2K
$1.8M
|
|
|
Aug 14, 2025
Q2 2025
|
Core Wealth Advisors, Inc.
Lakeland, FL |
BUY
|
- |
8.11KNew |
$190K - $215K
|
8.11K
$220K
|
|
|
Aug 06, 2025
Q2 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
7.93KNew |
$186K - $211K
|
7.93K
$215K
|
|
|
Aug 12, 2025
Q2 2025
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
7.82KNew |
$183K - $208K
|
7.82K
$212K
|
|
|
Aug 12, 2025
Q2 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
7.38K+ 25.46% |
$173K - $196K
|
36.4K
$987K
|
|
|
Aug 05, 2025
Q2 2025
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
5.95K+ 16.54% |
$140K - $158K
|
41.9K
$1.14M
|
|
|
Jul 28, 2025
Q2 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
5.84K+ 48.14% |
$137K - $155K
|
18K
$487K
|
|
|
Aug 15, 2025
Q2 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
5.48K+ 7.28% |
$129K - $146K
|
80.8K
$2.19M
|
|
|
Jul 21, 2025
Q2 2025
|
Echo Wealth Management, LLC
|
BUY
|
- |
5.05K+ 10.19% |
$118K - $134K
|
54.6K
$1.48M
|
|
|
Aug 13, 2025
Q2 2025
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
4.14K+ 45.71% |
$97K - $110K
|
13.2K
$358K
|