Latest Institutional Sells 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 sells. 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 sale has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 01, 2024
Q1 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-97.1K- 24.62% |
$2.18M - $2.3M
|
297K
$7.54M
|
|
|
Apr 10, 2024
Q1 2024
|
Schulz Wealth, Ltd.
Mansfield, TX |
SELL
|
- |
-13.9K- 46.95% |
$314K - $330K
|
15.8K
$400K
|
|
|
Apr 24, 2024
Q1 2024
|
N.E.W. Advisory Services LLC
|
SELL
|
- |
-11.7K- 52.14% |
$263K - $276K
|
10.7K
$272K
|
|
|
Jul 17, 2024
Q1 2024
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-297- 8.19% |
$6.68K - $7.02K
|
3.33K
$84.4K
|
|
| Q4 2023 | |||||||
|
Jan 12, 2024
Q4 2023
|
Kure Advisory, LLC
Plymouth, MN |
SELL
|
- |
-21.7K- 3.42% |
$450K - $494K
|
613K
$15.5M
|
|
|
Jan 25, 2024
Q4 2023
|
Madrona Financial Services, LLC
|
SELL
|
- |
-13.3K- 7.86% |
$275K - $302K
|
156K
$3.95M
|
|
|
Feb 14, 2024
Q4 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-128Closed |
$2.65K - $2.91K
|
0
$0
|
|
| Q3 2023 | |||||||
|
Nov 15, 2023
Q3 2023
|
Penserra Capital Management LLC
Orinda, CA |
SELL
|
- |
-596- 63.68% |
$12.6K - $13.1K
|
340
$8.62K
|
|
| Q2 2023 | |||||||
|
Sep 11, 2024
Q2 2023
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-17.9KClosed |
$362K - $385K
|
0
$0
|
|
|
Aug 14, 2023
Q2 2023
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-500- 1.59% |
$10.1K - $10.8K
|
30.9K
$783K
|
|
| Q1 2023 | |||||||
|
Apr 11, 2023
Q1 2023
|
Catalyst Wealth Management, LLC
Atlanta, GA |
SELL
|
- |
-8.82K- 8.53% |
$173K - $181K
|
94.6K
$2.4M
|
|
| Q4 2022 | |||||||
|
Jan 31, 2023
Q4 2022
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-74.4K- 8.73% |
$1.42M - $1.5M
|
779K
$19.7M
|
|
|
Feb 07, 2023
Q4 2022
|
Fortress Wealth Group, LLC
Orlando, FL |
SELL
|
- |
-47.1K- 50.01% |
$898K - $948K
|
47K
$1.19M
|
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
SELL
|
- |
-34.3K- 85.81% |
$654K - $691K
|
5.67K
$144K
|
|
|
Jan 31, 2023
Q4 2022
|
Triumph Capital Management
|
SELL
|
- |
-167- 1.1% |
$3.19K - $3.37K
|
15.1K
$382K
|
|
|
Feb 07, 2023
Q4 2022
|
Arq Wealth Advisors, LLC
|
SELL
|
- |
-160- 0.34% |
$3.05K - $3.22K
|
47.1K
$1.2M
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Financial Partners Group, Inc
Overland Park, KS |
SELL
|
- |
-195K- 89.14% |
$3.73M - $4.01M
|
23.8K
$603K
|
|
|
Oct 24, 2022
Q3 2022
|
Cherry Creek Investment Advisors, Inc.
|
SELL
|
- |
-50K- 71.18% |
$956K - $1.03M
|
20.2K
$513K
|
|
| Q2 2022 | |||||||
|
Jul 18, 2022
Q2 2022
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-13.1KClosed |
$252K - $279K
|
0
$0
|
|
| Q1 2022 | |||||||
|
Apr 21, 2022
Q1 2022
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-288KClosed |
$5.87M - $6.15M
|
0
$0
|
|
| Q4 2021 | |||||||
|
Jan 21, 2022
Q4 2021
|
Global Retirement Partners, LLC
|
SELL
|
- |
-1.21KClosed |
$25.1K - $25.8K
|
0
$0
|
|
| Q3 2021 | |||||||
|
Mar 22, 2023
Q3 2021
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-110K- 99.68% |
$2.27M - $2.31M
|
350
$8.88K
|
|
|
Nov 09, 2021
Q3 2021
|
Truadvice, LLC
Sarasota, FL |
SELL
|
- |
-41.8KClosed |
$863K - $878K
|
0
$0
|
|