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 |
|---|---|---|---|---|---|---|---|
|
Jul 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-3.43K- 16.99% |
$80.4K - $91.1K
|
16.8K
$455K
|
|
|
Jul 11, 2025
Q2 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-3.65K- 14.29% |
$85.5K - $96.9K
|
21.9K
$594K
|
|
|
Jul 24, 2025
Q2 2025
|
Slt Holdings LLC
Scottsdale, AZ |
SELL
|
- |
-3.76K- 7.75% |
$88.2K - $99.9K
|
44.8K
$1.22M
|
|
|
Aug 01, 2025
Q2 2025
|
Fsa Advisors, Inc.
Troy, MI |
SELL
|
- |
-4.1K- 12.08% |
$96.1K - $109K
|
29.8K
$810K
|
|
|
Aug 14, 2025
Q2 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-4.18K- 9.11% |
$98.1K - $111K
|
41.7K
$1.13M
|
|
|
Aug 14, 2025
Q2 2025
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-4.77K- 24.04% |
$112K - $127K
|
15.1K
$409K
|
|
|
Jul 07, 2025
Q2 2025
|
Schulz Wealth, Ltd.
Mansfield, TX |
SELL
|
- |
-5.04K- 36.87% |
$118K - $134K
|
8.63K
$234K
|
|
|
Jul 30, 2025
Q2 2025
|
Tfb Advisors LLC
Overland Park, KS |
SELL
|
- |
-5.75K- 23.65% |
$135K - $153K
|
18.5K
$504K
|
|
|
Jul 30, 2025
Q2 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-6.29K- 19.36% |
$148K - $167K
|
26.2K
$712K
|
|
|
Aug 08, 2025
Q2 2025
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-6.37K- 11.26% |
$149K - $169K
|
50.2K
$1.36M
|
|
|
Jul 22, 2025
Q2 2025
|
Ergawealth Advisors, Inc.
Oak Brook, IL |
SELL
|
- |
-7.78K- 12.19% |
$182K - $207K
|
56K
$1.52M
|
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-8.55K- 12.79% |
$200K - $227K
|
58.3K
$1.58M
|
|
|
Jul 17, 2025
Q2 2025
|
Centennial Wealth Advisory LLC
|
SELL
|
- |
-10.3K- 0.58% |
$242K - $275K
|
1.77M
$48.2M
|
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-11.6K- 2.55% |
$272K - $308K
|
444K
$12M
|
|
|
Aug 05, 2025
Q2 2025
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-15.3K- 8.97% |
$359K - $407K
|
155K
$4.22M
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-15.8K- 45.6% |
$371K - $420K
|
18.9K
$512K
|
|
|
Aug 14, 2025
Q2 2025
|
Schwallier Wealth Management LLC
Grand Rapids, MI |
SELL
|
- |
-16.3KClosed |
$383K - $434K
|
0
$0
|
|
|
Aug 04, 2025
Q2 2025
|
Ifg Advisory, LLC
|
SELL
|
- |
-17.4K- 16.37% |
$407K - $461K
|
88.7K
$2.41M
|
|
|
Aug 06, 2025
Q2 2025
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-18.4K- 25.73% |
$432K - $489K
|
53.1K
$1.44M
|
|
|
Aug 14, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-20.4K- 3.86% |
$479K - $543K
|
509K
$13.8M
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-23.3K- 64.82% |
$547K - $619K
|
12.7K
$344K
|
|
|
Aug 05, 2025
Q2 2025
|
Integrity Financial Corp
|
SELL
|
- |
-32.4K- 12.86% |
$761K - $862K
|
220K
$5.97M
|
|
|
Jul 09, 2025
Q2 2025
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-36.6K- 62.4% |
$857K - $971K
|
22K
$598K
|
|
|
Aug 14, 2025
Q2 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-37.7K- 7.9% |
$884K - $1M
|
440K
$11.9M
|
|
|
Aug 12, 2025
Q2 2025
|
Maia Wealth LLC
Denver, CO |
SELL
|
- |
-42.6K- 33.99% |
$999K - $1.13M
|
82.7K
$2.25M
|
|
|
Aug 14, 2025
Q2 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-45.1K- 5.63% |
$1.06M - $1.2M
|
757K
$20.5M
|
|
|
Aug 14, 2025
Q2 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-47.3K- 81.31% |
$1.11M - $1.26M
|
10.9K
$295K
|
|
|
Aug 14, 2025
Q2 2025
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-47.6K- 59.93% |
$1.12M - $1.26M
|
31.8K
$863K
|
|
|
Aug 14, 2025
Q2 2025
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-61.7K- 15.97% |
$1.45M - $1.64M
|
325K
$8.82M
|
|
|
Aug 04, 2025
Q2 2025
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-70.6K- 25.37% |
$1.66M - $1.88M
|
208K
$5.64M
|
|
|
Jul 14, 2025
Q2 2025
|
Iams Wealth Management, LLC
Omaha, NE |
SELL
|
- |
-74.2K- 61.62% |
$1.74M - $1.97M
|
46.2K
$1.26M
|
|
|
Aug 06, 2025
Q2 2025
|
Wedbush Securities Inc
|
SELL
|
- |
-110K- 39.7% |
$2.57M - $2.91M
|
166K
$4.52M
|
|
|
Jul 25, 2025
Q2 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-118K- 93.52% |
$2.78M - $3.14M
|
8.2K
$223K
|
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-144K- 80.97% |
$3.39M - $3.84M
|
33.9K
$922K
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-247K- 24.33% |
$5.79M - $6.55M
|
767K
$20.8M
|
|
|
Jul 25, 2025
Q2 2025
|
Gw Henssler & Associates LTD
|
SELL
|
- |
-294K- 6.91% |
$6.89M - $7.8M
|
3.96M
$107M
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-344K- 34.62% |
$8.06M - $9.13M
|
649K
$17.6M
|