Purchases and Sales Made in Q2 2025 in First Tr Exc Trd Fd Viii Ft Cb (BUFD)
This table provides information about the institutional ownership of First Tr Exc Trd Fd Viii Ft Cb (BUFD) during Q2 2025. The information is specifically focused on institutions that hold shares of FIRST TR EXC-TRD FD VIII FT CB.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 07, 2025
Q2 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
608K+ 535.98% |
$14.3M - $16.2M
|
722K
$19.6M
|
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
356K+ 21.66% |
$8.35M - $9.45M
|
2M
$54.3M
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
277K+ 106.35% |
$6.5M - $7.36M
|
538K
$14.6M
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
219K+ 2.8% |
$5.15M - $5.83M
|
8.07M
$219M
|
|
|
Aug 11, 2025
Q2 2025
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
112KNew |
$2.63M - $2.98M
|
112K
$3.04M
|
|
|
Aug 05, 2025
Q2 2025
|
Milestone Asset Management, LLC
Pittsburgh, PA |
BUY
|
- |
107K+ 34.43% |
$2.51M - $2.85M
|
419K
$11.4M
|
|
|
Jul 22, 2025
Q2 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
85.7K+ 73.22% |
$2.01M - $2.28M
|
203K
$5.51M
|
|
|
Jul 24, 2025
Q2 2025
|
Fischer Investment Strategies, LLC
Westlake Village, CA |
BUY
|
- |
82.7K+ 17.0% |
$1.94M - $2.2M
|
569K
$15.5M
|
|
|
Aug 12, 2025
Q2 2025
|
Richmond Investment Services, LLC
Mequon, WI |
BUY
|
- |
60.9K+ 107.11% |
$1.43M - $1.62M
|
118K
$3.2M
|
|
|
Aug 13, 2025
Q2 2025
|
Stone X Group Inc.
|
BUY
|
- |
53.4KNew |
$1.25M - $1.42M
|
53.4K
$1.45M
|
|
|
Aug 04, 2025
Q2 2025
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
50.2K+ 3.48% |
$1.18M - $1.33M
|
1.49M
$40.5M
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
45.3K+ 1.32% |
$1.06M - $1.2M
|
3.48M
$94.5M
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
42.9K+ 4.4% |
$1.01M - $1.14M
|
1.02M
$27.7M
|
|
|
Aug 06, 2025
Q2 2025
|
Legacy Investment Solutions, LLC
Meridian, ID |
BUY
|
- |
39.1K+ 57.91% |
$916K - $1.04M
|
107K
$2.89M
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
34.1K+ 6.93% |
$800K - $906K
|
526K
$14.3M
|
|
|
Jul 25, 2025
Q2 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
33.9KNew |
$795K - $901K
|
33.9K
$921K
|
|
|
Aug 01, 2025
Q2 2025
|
Wealth Watch Advisors, Inc
Englewood, CO |
BUY
|
- |
30.9K+ 42.44% |
$725K - $821K
|
104K
$2.82M
|
|
|
Jul 07, 2025
Q2 2025
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
30.8K+ 4.35% |
$722K - $818K
|
739K
$20.1M
|
|
|
Aug 06, 2025
Q2 2025
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
29.9K+ 39.09% |
$702K - $795K
|
107K
$2.89M
|
|
|
Jul 28, 2025
Q2 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
29.6K+ 4.4% |
$694K - $786K
|
702K
$19.1M
|
|
|
Aug 05, 2025
Q2 2025
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
25.1KNew |
$589K - $667K
|
25.1K
$682K
|
|
|
Aug 11, 2025
Q2 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
24K+ 5.96% |
$563K - $637K
|
427K
$11.6M
|
|
|
Aug 14, 2025
Q2 2025
|
Old Mission Capital LLC
|
BUY
|
- |
22.8KNew |
$534K - $605K
|
22.8K
$619K
|
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
22.2K+ 2052.41% |
$520K - $589K
|
23.2K
$631K
|
|
|
Aug 11, 2025
Q2 2025
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
BUY
|
- |
21K+ 5.19% |
$492K - $557K
|
425K
$11.5M
|
|
|
Aug 14, 2025
Q2 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
17.9K+ 15.26% |
$419K - $475K
|
135K
$3.66M
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
BUY
|
- |
17.6K+ 1.59% |
$414K - $469K
|
1.13M
$30.6M
|
|
|
Jul 15, 2025
Q2 2025
|
Legacy Financial Group LLC
|
BUY
|
- |
16.6K+ 0.87% |
$390K - $442K
|
1.93M
$52.5M
|
|
|
Aug 04, 2025
Q2 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
16.3KNew |
$382K - $432K
|
16.3K
$442K
|
|
|
Jul 23, 2025
Q2 2025
|
Ggm Financials LLC
Columbus, OH |
BUY
|
- |
16.2KNew |
$380K - $430K
|
16.2K
$440K
|
|
|
Jul 22, 2025
Q2 2025
|
Defined Financial Planning LLC
San Rafael, CA |
BUY
|
- |
15.6KNew |
$366K - $414K
|
15.6K
$423K
|
|
|
Jul 21, 2025
Q2 2025
|
Precedent Wealth Partners, LLC
Houston, TX |
BUY
|
- |
15.5K+ 21.81% |
$364K - $412K
|
86.7K
$2.35M
|
|
|
Jul 21, 2025
Q2 2025
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
14.7K+ 149.97% |
$345K - $391K
|
24.5K
$666K
|
|
|
Aug 12, 2025
Q2 2025
|
Jacobi Capital Management LLC
|
BUY
|
- |
14.4K+ 7.74% |
$338K - $382K
|
200K
$5.44M
|
|
|
Aug 14, 2025
Q2 2025
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
11.6K+ 5.49% |
$271K - $307K
|
222K
$6.02M
|
|
|
Jul 30, 2025
Q2 2025
|
Img Wealth Management, Inc.
Jacksonville, FL |
BUY
|
- |
10.9K+ 4.12% |
$256K - $290K
|
275K
$7.48M
|
|
|
Aug 11, 2025
Q2 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
9.13K+ 20.77% |
$214K - $242K
|
53.1K
$1.44M
|
|
|
Aug 05, 2025
Q2 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
8.9K+ 15.52% |
$209K - $236K
|
66.2K
$1.8M
|
|
|
Aug 14, 2025
Q2 2025
|
Core Wealth Advisors, Inc.
Lakeland, FL |
BUY
|
- |
8.11KNew |
$190K - $215K
|
8.11K
$220K
|
|
|
Aug 06, 2025
Q2 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
7.93KNew |
$186K - $211K
|
7.93K
$215K
|
|
|
Aug 12, 2025
Q2 2025
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
7.82KNew |
$183K - $208K
|
7.82K
$212K
|
|
|
Aug 12, 2025
Q2 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
7.38K+ 25.46% |
$173K - $196K
|
36.4K
$988K
|
|
|
Aug 05, 2025
Q2 2025
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
5.95K+ 16.54% |
$140K - $158K
|
41.9K
$1.14M
|
|
|
Jul 28, 2025
Q2 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
5.84K+ 48.14% |
$137K - $155K
|
18K
$488K
|
|
|
Aug 15, 2025
Q2 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
5.48K+ 7.28% |
$129K - $146K
|
80.8K
$2.19M
|
|
|
Jul 21, 2025
Q2 2025
|
Echo Wealth Management, LLC
|
BUY
|
- |
5.05K+ 10.19% |
$118K - $134K
|
54.6K
$1.48M
|
|
|
Aug 13, 2025
Q2 2025
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
4.14K+ 45.71% |
$97K - $110K
|
13.2K
$358K
|
|
|
Jul 15, 2025
Q2 2025
|
Maridea Wealth Management LLC
Brooklyn, NY |
BUY
|
- |
3.91K+ 9.73% |
$91.7K - $104K
|
44.1K
$1.2M
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
3.67K+ 232.76% |
$86.1K - $97.6K
|
5.25K
$143K
|
|
|
Aug 13, 2025
Q2 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
2.97KNew |
$69.7K - $78.9K
|
2.97K
$80.7K
|