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 |
---|---|---|---|---|---|---|---|
Jul 07, 2025
Q2 2025
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
30.8K+ 4.35% |
$722K - $818K
|
739K
$19.6M
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
BUY
|
- |
17.6K+ 1.59% |
$414K - $469K
|
1.13M
$29.9M
|
|
Jul 15, 2025
Q2 2025
|
Legacy Financial Group LLC
|
BUY
|
- |
16.6K+ 0.87% |
$390K - $442K
|
1.93M
$51.3M
|
|
Jul 21, 2025
Q2 2025
|
Precedent Wealth Partners, LLC
Houston, TX |
BUY
|
- |
15.5K+ 21.81% |
$364K - $412K
|
86.7K
$2.3M
|
|
Jul 21, 2025
Q2 2025
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
14.7K+ 149.97% |
$345K - $391K
|
24.5K
$650K
|
|
Jul 15, 2025
Q2 2025
|
Maridea Wealth Management LLC
Brooklyn, NY |
BUY
|
- |
3.91K+ 9.73% |
$91.7K - $104K
|
44.1K
$1.17M
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
3.67K+ 232.76% |
$86.1K - $97.6K
|
5.25K
$139K
|
|
Jul 15, 2025
Q2 2025
|
Five Pine Wealth Management
Coeur D Alene, ID |
BUY
|
- |
675+ 2.25% |
$15.8K - $17.9K
|
30.7K
$813K
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
296+ 1.45% |
$6.94K - $7.86K
|
20.7K
$550K
|
|
Jul 15, 2025
Q2 2025
|
Santori & Peters, Inc.
|
BUY
|
- |
152+ 0.04% |
$3.56K - $4.04K
|
391K
$10.4M
|
|
Jul 17, 2025
Q2 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
48+ 8.21% |
$1.13K - $1.27K
|
633
$16.8K
|
|
Q1 2025 | |||||||
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
1.6M+ 25.59% |
$39.4M - $41.7M
|
7.85M
$208M
|
|
May 15, 2025
Q1 2025
|
Fischer Investment Strategies, LLC
Westlake Village, CA |
BUY
|
- |
486KNew |
$12M - $12.7M
|
486K
$12.9M
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
395K+ 66.1% |
$9.75M - $10.3M
|
993K
$26.3M
|
|
May 15, 2025
Q1 2025
|
Gw Henssler & Associates LTD
|
BUY
|
- |
277K+ 6.98% |
$6.84M - $7.24M
|
4.25M
$113M
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
275K+ 176.54% |
$6.77M - $7.17M
|
430K
$11.4M
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
162K+ 164.18% |
$4M - $4.23M
|
261K
$6.91M
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
161K+ 4.91% |
$3.97M - $4.2M
|
3.43M
$91.1M
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
152K+ 40.17% |
$3.74M - $3.96M
|
529K
$14M
|
|
Apr 14, 2025
Q1 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
117KNew |
$2.89M - $3.06M
|
117K
$3.1M
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
112K+ 12.36% |
$2.75M - $2.91M
|
1.01M
$26.9M
|
|
Apr 29, 2025
Q1 2025
|
Brookstone Capital Management
|
BUY
|
- |
93.7K+ 14.19% |
$2.31M - $2.45M
|
754K
$20M
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
88.2K+ 348.62% |
$2.18M - $2.3M
|
114K
$3.01M
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
87.4K+ 12.23% |
$2.15M - $2.28M
|
802K
$21.3M
|
|
Apr 17, 2025
Q1 2025
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
76.8K+ 38.08% |
$1.89M - $2M
|
278K
$7.38M
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
75.4K+ 79.17% |
$1.86M - $1.97M
|
171K
$4.52M
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
74.8K+ 8.29% |
$1.84M - $1.95M
|
976K
$25.9M
|
|
May 14, 2025
Q1 2025
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
63.7K+ 43.46% |
$1.57M - $1.66M
|
210K
$5.58M
|
|
May 14, 2025
Q1 2025
|
Richmond Investment Services, LLC
Mequon, WI |
BUY
|
- |
56.9KNew |
$1.4M - $1.49M
|
56.9K
$1.51M
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
49.7K+ 290.19% |
$1.23M - $1.3M
|
66.8K
$1.77M
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
45.8K+ 136.45% |
$1.13M - $1.2M
|
79.3K
$2.1M
|
|
Apr 14, 2025
Q1 2025
|
Tounjian Advisory Partners, LLC
Fort Myers, FL |
BUY
|
- |
34.2KNew |
$842K - $892K
|
34.2K
$906K
|
|
May 02, 2025
Q1 2025
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
30.1K+ 2.14% |
$743K - $786K
|
1.44M
$38.2M
|
|
Apr 22, 2025
Q1 2025
|
Echo Wealth Management, LLC
|
BUY
|
- |
29.9K+ 152.88% |
$739K - $782K
|
49.5K
$1.31M
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
26.5K+ 123.0% |
$654K - $692K
|
48.1K
$1.27M
|
|
Apr 29, 2025
Q1 2025
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
BUY
|
- |
21.1K+ 5.51% |
$520K - $551K
|
404K
$10.7M
|
|
Apr 23, 2025
Q1 2025
|
Img Wealth Management, Inc.
Jacksonville, FL |
BUY
|
- |
18.5K+ 7.52% |
$456K - $483K
|
264K
$7.01M
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
17.7K+ 3621.52% |
$436K - $461K
|
18.2K
$482K
|
|
May 14, 2025
Q1 2025
|
Scs Capital Management LLC
Boston, MA |
BUY
|
- |
16KNew |
$393K - $416K
|
16K
$423K
|
|
May 15, 2025
Q1 2025
|
Stone X Group Inc.
|
BUY
|
- |
15.9KNew |
$391K - $414K
|
15.9K
$421K
|
|
May 06, 2025
Q1 2025
|
Wedbush Securities Inc
|
BUY
|
- |
15K+ 5.74% |
$370K - $391K
|
276K
$7.32M
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
14.6K+ 3.77% |
$361K - $382K
|
403K
$10.7M
|
|
May 08, 2025
Q1 2025
|
Planwiser Financial, LLC
Colorado Springs, CO |
BUY
|
- |
14.5KNew |
$358K - $379K
|
14.5K
$385K
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
14.2K+ 5.48% |
$350K - $370K
|
273K
$7.24M
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
12.9KNew |
$317K - $335K
|
12.9K
$341K
|
|
May 06, 2025
Q1 2025
|
Trilogy Capital Inc.
|
BUY
|
- |
12.5KNew |
$308K - $325K
|
12.5K
$331K
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
12.1KNew |
$299K - $317K
|
12.1K
$322K
|
|
May 08, 2025
Q1 2025
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
11.7KNew |
$290K - $307K
|
11.7K
$312K
|
|
May 15, 2025
Q1 2025
|
Wealth Watch Advisors, Inc
Englewood, CO |
BUY
|
- |
11.4K+ 18.49% |
$280K - $297K
|
72.8K
$1.93M
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
9.76K+ 9.09% |
$241K - $255K
|
117K
$3.11M
|