Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
BUY
|
- |
160K+ 58.29% |
$4.25M - $4.43M
|
435K
$12M
|
|
|
Oct 22, 2025
Q3 2025
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
67.8K+ 3.82% |
$1.8M - $1.87M
|
1.84M
$50.8M
|
|
|
Oct 15, 2025
Q3 2025
|
Brookstone Capital Management
|
BUY
|
- |
48.2K+ 6.41% |
$1.28M - $1.33M
|
799K
$22M
|
|
|
Oct 15, 2025
Q3 2025
|
Milestone Asset Management, LLC
Pittsburgh, PA |
BUY
|
- |
37.8K+ 9.03% |
$1M - $1.04M
|
457K
$12.6M
|
|
|
Oct 15, 2025
Q3 2025
|
Secured Retirement Advisors, LLC
St Louis Park, MN |
BUY
|
- |
35.1KNew |
$931K - $970K
|
35.1K
$968K
|
|
|
Oct 15, 2025
Q3 2025
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
- |
31.6K+ 68.39% |
$838K - $874K
|
77.8K
$2.15M
|
|
|
Oct 21, 2025
Q3 2025
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
13.6K+ 54.09% |
$361K - $376K
|
38.7K
$1.07M
|
|
|
Oct 02, 2025
Q3 2025
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
13.2K+ 1.78% |
$349K - $364K
|
752K
$20.7M
|
|
|
Oct 09, 2025
Q3 2025
|
Five Pine Wealth Management
Coeur D Alene, ID |
BUY
|
- |
10.8K+ 35.34% |
$287K - $299K
|
41.5K
$1.14M
|
|
|
Oct 17, 2025
Q3 2025
|
Encompass More Asset Management
Danville, CA |
BUY
|
- |
9.06KNew |
$240K - $250K
|
9.06K
$250K
|
|
|
Oct 14, 2025
Q3 2025
|
Precedent Wealth Partners, LLC
Houston, TX |
BUY
|
- |
6.93K+ 8.0% |
$184K - $192K
|
93.6K
$2.58M
|
|
|
Oct 14, 2025
Q3 2025
|
Defined Financial Planning LLC
San Rafael, CA |
BUY
|
- |
5.29K+ 33.91% |
$140K - $146K
|
20.9K
$576K
|
|
|
Oct 15, 2025
Q3 2025
|
Private Trust CO Na
|
BUY
|
- |
3.27K+ 31.57% |
$86.7K - $90.4K
|
13.6K
$376K
|
|
|
Oct 20, 2025
Q3 2025
|
Life Wealth Investments, LLC
Winter Garden, FL |
BUY
|
- |
2.97K+ 8.13% |
$78.9K - $82.2K
|
39.6K
$1.09M
|
|
|
Oct 20, 2025
Q3 2025
|
Chris Bulman Inc
Roseville, CA |
BUY
|
- |
2.03K+ 20.94% |
$53.9K - $56.2K
|
11.7K
$324K
|
|
|
Oct 10, 2025
Q3 2025
|
Sound Income Strategies, LLC
|
SELL
|
- |
-48- 7.58% |
$1.27K - $1.33K
|
585
$16.1K
|
|
|
Oct 15, 2025
Q3 2025
|
Cambridge Advisors Inc.
|
SELL
|
- |
-100- 0.57% |
$2.65K - $2.76K
|
17.4K
$479K
|
|
|
Oct 23, 2025
Q3 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-144- 0.55% |
$3.82K - $3.98K
|
26.1K
$719K
|
|
|
Oct 15, 2025
Q3 2025
|
Davies Financial Advisors, Inc.
Murrieta, CA |
SELL
|
- |
-300- 0.92% |
$7.96K - $8.29K
|
32.3K
$892K
|
|
|
Oct 24, 2025
Q3 2025
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-495- 1.46% |
$13.1K - $13.7K
|
33.4K
$922K
|
|
|
Oct 20, 2025
Q3 2025
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-1.33K- 36.35% |
$35.1K - $36.6K
|
2.32K
$64K
|
|
|
Oct 20, 2025
Q3 2025
|
Merit Financial Group, LLC
|
SELL
|
- |
-1.39K- 10.81% |
$36.9K - $38.4K
|
11.5K
$316K
|
|
|
Oct 07, 2025
Q3 2025
|
Cooper Financial Group
|
SELL
|
- |
-1.53K- 7.87% |
$40.7K - $42.4K
|
17.9K
$495K
|
|
|
Oct 20, 2025
Q3 2025
|
Ergawealth Advisors, Inc.
Oak Brook, IL |
SELL
|
- |
-1.58K- 2.82% |
$42K - $43.7K
|
54.4K
$1.5M
|
|
|
Oct 09, 2025
Q3 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-1.91K- 11.37% |
$50.5K - $52.7K
|
14.9K
$410K
|
|
|
Oct 23, 2025
Q3 2025
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-2.02K- 13.39% |
$53.5K - $55.7K
|
13K
$360K
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-2.19K- 0.29% |
$58K - $60.5K
|
765K
$21.1M
|
|
|
Oct 15, 2025
Q3 2025
|
Santori & Peters, Inc.
|
SELL
|
- |
-4.43K- 1.13% |
$117K - $122K
|
387K
$10.7M
|
|
|
Oct 22, 2025
Q3 2025
|
Echo Wealth Management, LLC
|
SELL
|
- |
-4.48K- 8.2% |
$119K - $124K
|
50.1K
$1.38M
|
|
|
Oct 17, 2025
Q3 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-5.33K- 24.37% |
$141K - $147K
|
16.5K
$456K
|
|
|
Oct 10, 2025
Q3 2025
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-6.61K- 23.23% |
$175K - $183K
|
21.8K
$602K
|
|
|
Oct 22, 2025
Q3 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-29.8K- 71.44% |
$791K - $824K
|
11.9K
$329K
|
|
|
Oct 22, 2025
Q3 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-51K- 68.43% |
$1.35M - $1.41M
|
23.5K
$648K
|