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 |
|---|---|---|---|---|---|---|---|
|
Jan 21, 2025
Q4 2024
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
202KNew |
$5.03M - $5.19M
|
202K
$5.22M
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
141K+ 14.52% |
$3.51M - $3.63M
|
1.11M
$28.8M
|
|
|
Jan 21, 2025
Q4 2024
|
Precedent Wealth Partners, LLC
Houston, TX |
BUY
|
- |
31.2K+ 81.89% |
$779K - $804K
|
69.4K
$1.8M
|
|
|
Jan 23, 2025
Q4 2024
|
Five Pine Wealth Management
Coeur D Alene, ID |
BUY
|
- |
31.1KNew |
$774K - $799K
|
31.1K
$804K
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
30.4KNew |
$759K - $783K
|
30.4K
$788K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
29.4K+ 6.79% |
$733K - $756K
|
462K
$12M
|
|
|
Jan 23, 2025
Q4 2024
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
- |
22.3K+ 30.16% |
$555K - $573K
|
96K
$2.49M
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
21.5KNew |
$536K - $553K
|
21.5K
$557K
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
15.4K+ 6.23% |
$384K - $396K
|
262K
$6.79M
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
10.4K+ 31.14% |
$260K - $269K
|
43.9K
$1.14M
|
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
10.3K+ 23.58% |
$258K - $266K
|
54.1K
$1.4M
|
|
|
Jan 29, 2025
Q4 2024
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
8.91K+ 20.03% |
$222K - $229K
|
53.4K
$1.38M
|
|
|
Jan 22, 2025
Q4 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
8.8K+ 1.25% |
$219K - $226K
|
713K
$18.5M
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
8.09K+ 47.03% |
$202K - $208K
|
25.3K
$655K
|
|
|
Jan 29, 2025
Q4 2024
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
BUY
|
- |
8.02K+ 21.59% |
$200K - $207K
|
45.2K
$1.17M
|
|
|
Jan 21, 2025
Q4 2024
|
Echo Wealth Management, LLC
|
BUY
|
- |
6.86K+ 53.88% |
$171K - $177K
|
19.6K
$507K
|
|
|
Jan 13, 2025
Q4 2024
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
6.39K+ 22.94% |
$159K - $164K
|
34.2K
$886K
|
|
|
Jan 28, 2025
Q4 2024
|
Santori & Peters, Inc.
|
BUY
|
- |
5.66K+ 1.49% |
$141K - $146K
|
385K
$9.97M
|
|
|
Jan 24, 2025
Q4 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
5.18K+ 9.37% |
$129K - $133K
|
60.5K
$1.57M
|
|
|
Jan 29, 2025
Q4 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
4.55K+ 6.68% |
$113K - $117K
|
72.6K
$1.88M
|
|
|
Jan 13, 2025
Q4 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
4.21K+ 32.96% |
$105K - $108K
|
17K
$439K
|
|
|
Jan 23, 2025
Q4 2024
|
American Institute For Advanced Investment Management, LLP
|
BUY
|
- |
4.12K+ 18.2% |
$103K - $106K
|
26.7K
$692K
|
|
|
Jan 13, 2025
Q4 2024
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
3K+ 25.96% |
$74.7K - $77.1K
|
14.5K
$377K
|
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
2.89K+ 4.69% |
$72K - $74.3K
|
64.4K
$1.67M
|
|
|
Jan 13, 2025
Q4 2024
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
2.86K+ 12.58% |
$71.3K - $73.6K
|
25.6K
$663K
|
|
|
Jan 28, 2025
Q4 2024
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
2.29K+ 15.43% |
$57.1K - $58.9K
|
17.1K
$444K
|
|
|
Jan 29, 2025
Q4 2024
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
1.47K+ 0.69% |
$36.7K - $37.9K
|
216K
$5.6M
|
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
802+ 1.03% |
$20K - $20.6K
|
78.5K
$2.03M
|
|
|
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
$99.7K
|
|
|
Jan 21, 2025
Q4 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
585New |
$14.6K - $15.1K
|
585
$15.2K
|
|
|
Jan 16, 2025
Q4 2024
|
Cascade Investment Group, Inc.
Colorado Springs, CO |
BUY
|
- |
475+ 5.08% |
$11.8K - $12.2K
|
9.83K
$255K
|
|
|
Jan 10, 2025
Q4 2024
|
Hbw Advisory Services LLC
|
BUY
|
- |
161+ 1.55% |
$4.02K - $4.14K
|
10.5K
$273K
|
|
| Q3 2024 | |||||||
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
1.22M+ 28.27% |
$29M - $30.5M
|
5.53M
$143M
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
258K+ 29.54% |
$6.13M - $6.46M
|
1.13M
$29.3M
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
173K+ 5.5% |
$4.12M - $4.33M
|
3.32M
$85.9M
|
|
|
Nov 04, 2024
Q3 2024
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
105KNew |
$2.49M - $2.63M
|
105K
$2.72M
|
|
|
Nov 14, 2024
Q3 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
104K+ 36.65% |
$2.48M - $2.61M
|
388K
$10.1M
|
|
|
Oct 25, 2024
Q3 2024
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
89.4K+ 7.03% |
$2.13M - $2.24M
|
1.36M
$35.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
54.8K+ 25.83% |
$1.3M - $1.37M
|
267K
$6.91M
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
44.3K+ 8.02% |
$1.05M - $1.11M
|
597K
$15.5M
|
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
41.7K+ 15.56% |
$993K - $1.05M
|
310K
$8.03M
|
|
|
Oct 23, 2024
Q3 2024
|
Ergawealth Advisors, Inc.
Oak Brook, IL |
BUY
|
- |
41.7K+ 232.57% |
$992K - $1.04M
|
59.6K
$1.54M
|
|
|
Nov 04, 2024
Q3 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
39.3K+ 116.51% |
$935K - $984K
|
73K
$1.89M
|
|
|
Nov 14, 2024
Q3 2024
|
Jacobi Capital Management LLC
|
BUY
|
- |
38.7K+ 44.04% |
$920K - $968K
|
126K
$3.28M
|
|
|
Nov 13, 2024
Q3 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
34.2K+ 13.61% |
$814K - $857K
|
286K
$7.4M
|
|
|
Nov 15, 2024
Q3 2024
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
32.5KNew |
$773K - $814K
|
32.5K
$842K
|
|
|
Nov 14, 2024
Q3 2024
|
Legacy Investment Solutions, LLC
Meridian, ID |
BUY
|
- |
32.5KNew |
$773K - $814K
|
32.5K
$842K
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
32K+ 8.77% |
$760K - $800K
|
396K
$10.3M
|
|
|
Dec 12, 2024
Q3 2024
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
BUY
|
- |
30.5K+ 9.27% |
$725K - $763K
|
359K
$9.3M
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
27.6K+ 3.44% |
$657K - $692K
|
831K
$21.5M
|
|