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 14, 2025
Q2 2025
|
Brinker Capital Investments, LLC
|
BUY
|
- |
2.89K+ 10.16% |
$67.8K - $76.8K
|
31.3K
$851K
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
2.27K+ 8.92% |
$53.1K - $60.2K
|
27.7K
$751K
|
|
|
Aug 13, 2025
Q2 2025
|
Planwiser Financial, LLC
Colorado Springs, CO |
BUY
|
- |
2.25K+ 15.46% |
$52.7K - $59.7K
|
16.8K
$456K
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
BUY
|
- |
2.18K+ 0.8% |
$51.1K - $57.8K
|
275K
$7.47M
|
|
|
Jul 30, 2025
Q2 2025
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
BUY
|
- |
2.03K+ 3.92% |
$47.7K - $54K
|
54K
$1.47M
|
|
|
Aug 08, 2025
Q2 2025
|
Symphony Financial Services, Inc.
Akron, OH |
BUY
|
- |
2K+ 12.92% |
$46.9K - $53.1K
|
17.5K
$474K
|
|
|
Aug 13, 2025
Q2 2025
|
Financial Strategies Group, Inc.
|
BUY
|
- |
1.93K+ 4.89% |
$45.4K - $51.4K
|
41.5K
$1.13M
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
848+ 1.02% |
$19.9K - $22.5K
|
83.7K
$2.27M
|
|
|
Jul 30, 2025
Q2 2025
|
Life Wealth Investments, LLC
Winter Garden, FL |
BUY
|
- |
802+ 2.24% |
$18.8K - $21.3K
|
36.6K
$993K
|
|
|
Jul 15, 2025
Q2 2025
|
Five Pine Wealth Management
Coeur D Alene, ID |
BUY
|
- |
675+ 2.25% |
$15.8K - $17.9K
|
30.7K
$832K
|
|
|
Jul 29, 2025
Q2 2025
|
Private Trust CO Na
|
BUY
|
- |
633+ 6.51% |
$14.8K - $16.8K
|
10.4K
$281K
|
|
|
Jul 31, 2025
Q2 2025
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
595+ 3.42% |
$14K - $15.8K
|
18K
$488K
|
|
|
Aug 04, 2025
Q2 2025
|
Assetmark, Inc
|
BUY
|
- |
538+ 14.91% |
$12.6K - $14.3K
|
4.15K
$113K
|
|
|
Aug 11, 2025
Q2 2025
|
Advisor Resource Council
|
BUY
|
- |
490+ 5.08% |
$11.5K - $13K
|
10.1K
$275K
|
|
|
Aug 14, 2025
Q2 2025
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
440+ 1.68% |
$10.3K - $11.7K
|
26.6K
$723K
|
|
|
Aug 13, 2025
Q2 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
383+ 1.14% |
$8.98K - $10.2K
|
34K
$923K
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
296+ 1.45% |
$6.94K - $7.86K
|
20.7K
$563K
|
|
|
Jul 28, 2025
Q2 2025
|
Virtus Wealth Solutions LLC
Cranford, NJ |
BUY
|
- |
218+ 1.36% |
$5.11K - $5.79K
|
16.2K
$440K
|
|
|
Aug 13, 2025
Q2 2025
|
Scs Capital Management LLC
Boston, MA |
BUY
|
- |
197+ 1.23% |
$4.62K - $5.23K
|
16.2K
$439K
|
|
|
Jul 15, 2025
Q2 2025
|
Santori & Peters, Inc.
|
BUY
|
- |
152+ 0.04% |
$3.56K - $4.04K
|
391K
$10.6M
|
|
|
Jul 17, 2025
Q2 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
48+ 8.21% |
$1.13K - $1.27K
|
633
$17.2K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 07, 2025
Q2 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
SELL
|
- |
-1- 33.33% |
$23.5 - $26.6
|
2
$54.3
|
|
|
Aug 14, 2025
Q2 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-53- 0.59% |
$1.24K - $1.41K
|
8.99K
$244K
|
|
|
Jul 15, 2025
Q2 2025
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-82- 0.29% |
$1.92K - $2.18K
|
28.5K
$772K
|
|
|
Aug 14, 2025
Q2 2025
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-151- 1.29% |
$3.54K - $4.01K
|
11.6K
$315K
|
|
|
Jul 24, 2025
Q2 2025
|
Cascade Investment Group, Inc.
Colorado Springs, CO |
SELL
|
- |
-153- 1.56% |
$3.59K - $4.06K
|
9.68K
$263K
|
|
|
Aug 08, 2025
Q2 2025
|
Davies Financial Advisors, Inc.
Murrieta, CA |
SELL
|
- |
-240- 0.73% |
$5.63K - $6.37K
|
32.6K
$886K
|
|
|
Jul 07, 2025
Q2 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
SELL
|
- |
-513- 52.24% |
$12K - $13.6K
|
469
$12.7K
|
|
|
Aug 08, 2025
Q2 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-546- 0.67% |
$12.8K - $14.5K
|
81.5K
$2.21M
|
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-563- 1.98% |
$13.2K - $15K
|
27.9K
$757K
|
|
|
Aug 05, 2025
Q2 2025
|
American Institute For Advanced Investment Management, LLP
|
SELL
|
- |
-618- 1.98% |
$14.5K - $16.4K
|
30.6K
$830K
|
|
|
Aug 05, 2025
Q2 2025
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-696- 3.61% |
$16.3K - $18.5K
|
18.6K
$504K
|
|
|
Aug 04, 2025
Q2 2025
|
Arkadios Wealth Advisors
|
SELL
|
- |
-808- 1.52% |
$18.9K - $21.5K
|
52.5K
$1.42M
|
|
|
Jul 16, 2025
Q2 2025
|
Cambridge Advisors Inc.
|
SELL
|
- |
-1.1K- 5.92% |
$25.8K - $29.2K
|
17.5K
$474K
|
|
|
Jul 25, 2025
Q2 2025
|
Lion Street Advisors, LLC
|
SELL
|
- |
-1.15K- 4.39% |
$27K - $30.6K
|
25.1K
$681K
|
|
|
Aug 14, 2025
Q2 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-1.18K- 0.27% |
$27.6K - $31.3K
|
429K
$11.6M
|
|
|
Aug 14, 2025
Q2 2025
|
Harvest Investment Services, LLC
|
SELL
|
- |
-1.2K- 5.31% |
$28.2K - $32K
|
21.5K
$582K
|
|
|
Aug 01, 2025
Q2 2025
|
L.M. Kohn & Company
|
SELL
|
- |
-1.28K- 4.34% |
$30K - $34K
|
28.2K
$766K
|
|
|
Jul 24, 2025
Q2 2025
|
Apollon Financial, LLC
Mount Pleasant, SC |
SELL
|
- |
-1.4K- 1.29% |
$32.9K - $37.2K
|
108K
$2.92M
|
|
|
Jul 14, 2025
Q2 2025
|
Chris Bulman Inc
Roseville, CA |
SELL
|
- |
-1.56K- 13.81% |
$36.5K - $41.3K
|
9.7K
$263K
|
|
|
Jul 21, 2025
Q2 2025
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-1.63K- 30.83% |
$38.1K - $43.2K
|
3.65K
$99K
|
|
|
Aug 06, 2025
Q2 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-1.65K- 3.81% |
$38.6K - $43.7K
|
41.5K
$1.13M
|
|
|
Aug 12, 2025
Q2 2025
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-1.9K- 2.76% |
$44.6K - $50.5K
|
67K
$1.82M
|
|
|
Jul 17, 2025
Q2 2025
|
Cooper Financial Group
|
SELL
|
- |
-1.92K- 8.95% |
$44.9K - $50.9K
|
19.5K
$529K
|
|
|
Aug 12, 2025
Q2 2025
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-2.02K- 0.72% |
$47.4K - $53.7K
|
278K
$7.55M
|
|
|
Jul 28, 2025
Q2 2025
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-2.35K- 13.55% |
$55.1K - $62.4K
|
15K
$407K
|
|
|
Aug 12, 2025
Q2 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-2.96K- 6.16% |
$69.4K - $78.6K
|
45.1K
$1.22M
|
|
|
Jul 30, 2025
Q2 2025
|
Brookstone Capital Management
|
SELL
|
- |
-3.06K- 0.41% |
$71.6K - $81.1K
|
751K
$20.4M
|
|
|
Aug 08, 2025
Q2 2025
|
Good Life Advisors, LLC
|
SELL
|
- |
-3.31K- 15.16% |
$77.6K - $87.9K
|
18.5K
$503K
|