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 |
|---|---|---|---|---|---|---|---|
|
Apr 09, 2025
Q1 2025
|
Legacy Financial Group LLC
|
BUY
|
- |
1.88M+ 5833.15% |
$46.5M - $49.2M
|
1.92M
$47.5M
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
395K+ 66.1% |
$9.75M - $10.3M
|
993K
$24.6M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
161K+ 4.91% |
$3.97M - $4.2M
|
3.43M
$85M
|
|
|
Apr 14, 2025
Q1 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
117KNew |
$2.89M - $3.06M
|
117K
$2.9M
|
|
|
Apr 29, 2025
Q1 2025
|
Brookstone Capital Management
|
BUY
|
- |
93.7K+ 14.19% |
$2.31M - $2.45M
|
754K
$18.7M
|
|
|
Apr 17, 2025
Q1 2025
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
76.8K+ 38.08% |
$1.89M - $2M
|
278K
$6.89M
|
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
75.4K+ 79.17% |
$1.86M - $1.97M
|
171K
$4.22M
|
|
|
Apr 14, 2025
Q1 2025
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
41.6K+ 245.42% |
$1.03M - $1.09M
|
58.6K
$1.45M
|
|
|
Apr 14, 2025
Q1 2025
|
Tounjian Advisory Partners, LLC
Fort Myers, FL |
BUY
|
- |
34.2KNew |
$842K - $892K
|
34.2K
$846K
|
|
|
Apr 22, 2025
Q1 2025
|
Echo Wealth Management, LLC
|
BUY
|
- |
29.9K+ 152.88% |
$739K - $782K
|
49.5K
$1.23M
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
28.4K+ 105311.11% |
$701K - $742K
|
28.5K
$705K
|
|
|
Apr 10, 2025
Q1 2025
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
- |
24.4K+ 25.43% |
$602K - $637K
|
120K
$2.98M
|
|
|
Apr 29, 2025
Q1 2025
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
BUY
|
- |
21.1K+ 5.51% |
$520K - $551K
|
404K
$10M
|
|
|
Apr 23, 2025
Q1 2025
|
Img Wealth Management, Inc.
Jacksonville, FL |
BUY
|
- |
18.5K+ 7.52% |
$456K - $483K
|
264K
$6.55M
|
|
|
Apr 25, 2025
Q1 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
15K+ 71.13% |
$369K - $390K
|
36K
$891K
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
14.2K+ 5.48% |
$350K - $370K
|
273K
$6.76M
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
12.9KNew |
$317K - $335K
|
12.9K
$318K
|
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
12.1KNew |
$299K - $317K
|
12.1K
$300K
|
|
|
May 02, 2025
Q1 2025
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
8.15KNew |
$201K - $213K
|
8.15K
$202K
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
8.03K+ 30.16% |
$198K - $210K
|
34.7K
$858K
|
|
|
Apr 29, 2025
Q1 2025
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
BUY
|
- |
6.74K+ 14.92% |
$166K - $176K
|
51.9K
$1.29M
|
|
|
Apr 24, 2025
Q1 2025
|
Santori & Peters, Inc.
|
BUY
|
- |
6.15K+ 1.6% |
$152K - $161K
|
391K
$9.68M
|
|
|
Apr 21, 2025
Q1 2025
|
Life Wealth Investments, LLC
Winter Garden, FL |
BUY
|
- |
5.65K+ 18.75% |
$139K - $147K
|
35.8K
$886K
|
|
|
Apr 17, 2025
Q1 2025
|
Good Life Advisors, LLC
|
BUY
|
- |
5.25K+ 31.64% |
$129K - $137K
|
21.8K
$541K
|
|
|
Apr 16, 2025
Q1 2025
|
American Institute For Advanced Investment Management, LLP
|
BUY
|
- |
4.47K+ 16.71% |
$110K - $117K
|
31.2K
$772K
|
|
|
May 01, 2025
Q1 2025
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
4.1K+ 3.9% |
$101K - $107K
|
109K
$2.7M
|
|
|
Apr 28, 2025
Q1 2025
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
3.67K+ 23.51% |
$90.4K - $95.7K
|
19.3K
$477K
|
|
|
May 02, 2025
Q1 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
3.62K+ 4.62% |
$89.4K - $94.6K
|
82.1K
$2.03M
|
|
|
Apr 22, 2025
Q1 2025
|
Ergawealth Advisors, Inc.
Oak Brook, IL |
BUY
|
- |
3.5K+ 5.81% |
$86.4K - $91.4K
|
63.8K
$1.58M
|
|
|
Apr 11, 2025
Q1 2025
|
Alliance Wealth Advisors, LLC
|
BUY
|
- |
3.43K+ 28.45% |
$84.5K - $89.4K
|
15.5K
$383K
|
|
|
Apr 21, 2025
Q1 2025
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
2.97K+ 0.17% |
$73.3K - $77.5K
|
1.78M
$44.2M
|
|
|
Apr 17, 2025
Q1 2025
|
Precedent Wealth Partners, LLC
Houston, TX |
BUY
|
- |
1.8K+ 2.59% |
$44.3K - $46.8K
|
71.2K
$1.76M
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.58KNew |
$38.9K - $41.2K
|
1.58K
$39.1K
|
|
|
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
$453K
|
|
|
Apr 25, 2025
Q1 2025
|
Essex Financial Services, Inc.
|
BUY
|
- |
900+ 11.25% |
$22.2K - $23.5K
|
8.9K
$220K
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
BUY
|
- |
790+ 8.84% |
$19.5K - $20.6K
|
9.73K
$241K
|
|
|
Apr 21, 2025
Q1 2025
|
L.M. Kohn & Company
|
BUY
|
- |
513+ 1.77% |
$12.7K - $13.4K
|
29.5K
$731K
|
|
|
Apr 30, 2025
Q1 2025
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
260+ 1.52% |
$6.41K - $6.79K
|
17.4K
$431K
|
|
|
Apr 09, 2025
Q1 2025
|
Hbw Advisory Services LLC
|
BUY
|
- |
234+ 2.22% |
$5.77K - $6.11K
|
10.8K
$267K
|
|
|
Apr 28, 2025
Q1 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
80+ 0.46% |
$1.97K - $2.09K
|
17.3K
$429K
|
|
|
May 01, 2025
Q1 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
1+ 50.0% |
$24.7 - $26.1
|
3
$74.3
|
|
| Q4 2024 | |||||||
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
721K+ 13.05% |
$18M - $18.6M
|
6.25M
$155M
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
278KNew |
$6.92M - $7.14M
|
278K
$6.87M
|
|
|
Feb 14, 2025
Q4 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
153K+ 39.34% |
$3.81M - $3.93M
|
541K
$13.4M
|
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
127K+ 21.68% |
$3.17M - $3.28M
|
714K
$17.7M
|
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
125K+ 40.34% |
$3.12M - $3.22M
|
435K
$10.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
111K+ 41.44% |
$2.76M - $2.85M
|
378K
$9.35M
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
107K+ 13.4% |
$2.66M - $2.75M
|
902K
$22.3M
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
102K+ 25.61% |
$2.53M - $2.61M
|
498K
$12.3M
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
98.7KNew |
$2.46M - $2.54M
|
98.7K
$2.44M
|
|