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 14, 2025
Q1 2025
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-206- 0.07% |
$5.08K - $5.38K
|
280K
$7.43M
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-48- 4.26% |
$1.18K - $1.25K
|
1.08K
$28.6K
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
SELL
|
- |
-39- -0.0% |
$962 - $1.02K
|
1.11M
$29.5M
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-13- 0.06% |
$321 - $339
|
20.4K
$542K
|
|
| Q4 2024 | |||||||
|
Jan 15, 2025
Q4 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-43.7K- 99.96% |
$1.09M - $1.13M
|
19
$504
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-2.52K- 8.77% |
$62.8K - $64.8K
|
26.2K
$694K
|
|
|
Feb 13, 2025
Q4 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-1.24K- 89.19% |
$30.9K - $31.9K
|
150
$3.98K
|
|
|
Feb 13, 2025
Q4 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-800- 7.05% |
$20K - $20.6K
|
10.5K
$280K
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-535- 2.06% |
$13.3K - $13.8K
|
25.4K
$674K
|
|
|
Jan 22, 2025
Q4 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-275- 1.26% |
$6.86K - $7.08K
|
21.6K
$574K
|
|
|
Jan 27, 2025
Q4 2024
|
Onyx Bridge Wealth Group LLC
|
SELL
|
- |
-150- 0.98% |
$3.74K - $3.86K
|
15.1K
$400K
|
|
|
Feb 13, 2025
Q4 2024
|
Prospera Financial Services Inc
|
SELL
|
- |
-72- 0.81% |
$1.8K - $1.85K
|
8.81K
$234K
|
|
| Q3 2024 | |||||||
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-24.7K- 60.4% |
$586K - $618K
|
16.2K
$429K
|
|
|
Nov 05, 2024
Q3 2024
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-4.18K- 9.5% |
$99.5K - $105K
|
39.9K
$1.06M
|
|
| Q2 2024 | |||||||
|
Aug 08, 2024
Q2 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-1.9K- 73.08% |
$44.1K - $46.2K
|
700
$18.6K
|
|
|
Jul 25, 2024
Q2 2024
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-1.9K- 15.2% |
$44.1K - $46.2K
|
10.6K
$281K
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-512- 2.25% |
$11.9K - $12.5K
|
22.3K
$590K
|
|
|
Jul 24, 2024
Q2 2024
|
Edge Rock Capital LLC
|
SELL
|
- |
-500- 1.78% |
$11.6K - $12.2K
|
27.5K
$730K
|
|
| Q1 2024 | |||||||
|
May 01, 2024
Q1 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-97.1K- 24.62% |
$2.18M - $2.3M
|
297K
$7.89M
|
|
|
Jul 17, 2024
Q1 2024
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-297- 8.19% |
$6.68K - $7.02K
|
3.33K
$88.3K
|
|
| Q4 2023 | |||||||
|
Jan 12, 2024
Q4 2023
|
Kure Advisory, LLC
Plymouth, MN |
SELL
|
- |
-21.7K- 3.42% |
$450K - $494K
|
613K
$16.3M
|
|
|
Jan 25, 2024
Q4 2023
|
Madrona Financial Services, LLC
|
SELL
|
- |
-13.3K- 7.86% |
$275K - $302K
|
156K
$4.13M
|
|
|
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
$9.02K
|
|
| Q2 2023 | |||||||
|
Aug 14, 2023
Q2 2023
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-500- 1.59% |
$10.1K - $10.8K
|
30.9K
$819K
|
|
| Q1 2023 | |||||||
|
Apr 11, 2023
Q1 2023
|
Catalyst Wealth Management, LLC
Atlanta, GA |
SELL
|
- |
-8.82K- 8.53% |
$173K - $181K
|
94.6K
$2.51M
|
|
| Q4 2022 | |||||||
|
Jan 31, 2023
Q4 2022
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-74.4K- 8.73% |
$1.42M - $1.5M
|
779K
$20.6M
|
|
|
Feb 07, 2023
Q4 2022
|
Fortress Wealth Group, LLC
Orlando, FL |
SELL
|
- |
-47.1K- 50.01% |
$898K - $948K
|
47K
$1.25M
|
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
SELL
|
- |
-34.3K- 85.81% |
$654K - $691K
|
5.67K
$150K
|
|
|
Jan 31, 2023
Q4 2022
|
Triumph Capital Management
|
SELL
|
- |
-167- 1.1% |
$3.19K - $3.37K
|
15.1K
$400K
|
|
|
Feb 07, 2023
Q4 2022
|
Arq Wealth Advisors, LLC
|
SELL
|
- |
-160- 0.34% |
$3.05K - $3.22K
|
47.1K
$1.25M
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Financial Partners Group, Inc
Overland Park, KS |
SELL
|
- |
-195K- 89.14% |
$3.73M - $4.01M
|
23.8K
$631K
|
|
|
Oct 24, 2022
Q3 2022
|
Cherry Creek Investment Advisors, Inc.
|
SELL
|
- |
-50K- 71.18% |
$956K - $1.03M
|
20.2K
$537K
|
|
| 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
|
|
| Q3 2021 | |||||||
|
Mar 22, 2023
Q3 2021
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-110K- 99.68% |
$2.27M - $2.31M
|
350
$9.28K
|
|
|
Nov 09, 2021
Q3 2021
|
Truadvice, LLC
Sarasota, FL |
SELL
|
- |
-41.8KClosed |
$863K - $878K
|
0
$0
|
|