Latest Institutional Transactions on First Tr Ex Tr Fd Viii Ft Cboe (BUFQ)
This table provides information on the latest institutional transactions involving First Tr Ex Tr Fd Viii Ft Cboe (BUFQ) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Jul 23, 2025
Q2 2025
|
Prasad Wealth Partners, LLC
Independence, OH |
BUY
|
- |
881+ 1.26% |
$24.2K - $29.2K
|
70.6K
$2.37M
|
|
Jul 23, 2025
Q2 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-5.39K- 28.62% |
$148K - $179K
|
13.4K
$451K
|
|
Jul 22, 2025
Q2 2025
|
Ergawealth Advisors, Inc.
Oak Brook, IL |
SELL
|
- |
-14.8K- 5.87% |
$407K - $492K
|
238K
$7.99M
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
20.8K+ 38.66% |
$572K - $692K
|
74.7K
$2.51M
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
3.18KNew |
$87.2K - $105K
|
3.18K
$107K
|
|
Jul 21, 2025
Q2 2025
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-1.69K- 11.26% |
$46.3K - $56K
|
13.3K
$447K
|
|
Jul 21, 2025
Q2 2025
|
Matauro, LLC
New York, NY |
SELL
|
- |
-675- 4.92% |
$18.5K - $22.4K
|
13.1K
$439K
|
|
Jul 21, 2025
Q2 2025
|
Seros Financial, LLC
Tempe, AZ |
BUY
|
- |
5.11K+ 2.44% |
$140K - $170K
|
214K
$7.19M
|
|
Jul 21, 2025
Q2 2025
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
220KNew |
$6.04M - $7.3M
|
220K
$7.39M
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
SELL
|
- |
-2.09K- 2.49% |
$57.3K - $69.3K
|
81.8K
$2.75M
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
13K+ 132.93% |
$358K - $432K
|
22.8K
$767K
|
|
Jul 17, 2025
Q2 2025
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-17.9K- 63.69% |
$493K - $596K
|
10.2K
$344K
|
|
Jul 17, 2025
Q2 2025
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
18.3K+ 4.33% |
$503K - $608K
|
441K
$14.8M
|
|
Jul 17, 2025
Q2 2025
|
Cooper Financial Group
|
BUY
|
- |
911+ 1.46% |
$25K - $30.2K
|
63.5K
$2.13M
|
|
Jul 17, 2025
Q2 2025
|
Midwest Financial Group LLC
Overland Park, KS |
BUY
|
- |
2.11K+ 3.06% |
$57.9K - $70K
|
71K
$2.39M
|
|
Jul 16, 2025
Q2 2025
|
Novem Group
Rochester, NY |
BUY
|
- |
10.7KNew |
$294K - $355K
|
10.7K
$359K
|
|
Jul 15, 2025
Q2 2025
|
Accurate Wealth Management, LLC
|
BUY
|
- |
6.73KNew |
$185K - $223K
|
6.73K
$226K
|
|
Jul 15, 2025
Q2 2025
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-7.74K- 6.26% |
$212K - $257K
|
116K
$3.89M
|
|
Jul 15, 2025
Q2 2025
|
Pitti Group Wealth Management, LLC
|
BUY
|
- |
2.69K+ 1.95% |
$73.8K - $89.3K
|
140K
$4.72M
|
|
Jul 15, 2025
Q2 2025
|
Maridea Wealth Management LLC
Brooklyn, NY |
BUY
|
- |
35.1K+ 253.24% |
$965K - $1.17M
|
49K
$1.65M
|
|
Jul 14, 2025
Q2 2025
|
Park Avenue Securities LLC
|
SELL
|
- |
-8.35K- 37.95% |
$229K - $277K
|
13.7K
$459K
|
|
Jul 14, 2025
Q2 2025
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-3.1K- 29.68% |
$85.2K - $103K
|
7.35K
$247K
|
|
Jul 14, 2025
Q2 2025
|
Iams Wealth Management, LLC
Omaha, NE |
SELL
|
- |
-42.1K- 42.14% |
$1.16M - $1.4M
|
57.8K
$1.94M
|
|
Jul 14, 2025
Q2 2025
|
Signature Securities Group Corporation
|
SELL
|
- |
-6.27K- 12.14% |
$172K - $208K
|
45.4K
$1.52M
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-13.3K- 50.68% |
$366K - $442K
|
13K
$436K
|
|
Jul 09, 2025
Q2 2025
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-24.6K- 53.16% |
$677K - $818K
|
21.7K
$729K
|
|
Jul 09, 2025
Q2 2025
|
Focus Wealth Advisors, LLC
|
BUY
|
- |
1.06K+ 0.62% |
$29K - $35.1K
|
172K
$5.77M
|
|
Jul 08, 2025
Q2 2025
|
Prism Advisors, Inc.
|
SELL
|
- |
-30.4K- 15.29% |
$836K - $1.01M
|
169K
$5.66M
|
|
Jul 08, 2025
Q2 2025
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
BUY
|
- |
388+ 1.62% |
$10.7K - $12.9K
|
24.4K
$819K
|
|
Jul 02, 2025
Q2 2025
|
Hbw Advisory Services LLC
|
BUY
|
- |
4.43K+ 11.55% |
$122K - $147K
|
42.8K
$1.44M
|
|
Q1 2025 | |||||||
Jun 27, 2025
Q1 2025
|
Copley Financial Group, Inc.
San Diego, CA |
SELL
|
- |
-1.69K- 86.63% |
$50K - $54.9K
|
260
$8.73K
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-171K- 64.27% |
$5.09M - $5.59M
|
95.3K
$3.2M
|
|
May 20, 2025
Q1 2025
|
Integrity Alliance, Llc.
Urbandale, IA |
BUY
|
- |
32.7KNew |
$972K - $1.07M
|
32.7K
$1.1M
|
|
May 16, 2025
Q1 2025
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
6.13K+ 13.58% |
$182K - $200K
|
51.3K
$1.72M
|
|
May 15, 2025
Q1 2025
|
Harvest Investment Services, LLC
|
BUY
|
- |
3.46K+ 18.66% |
$103K - $113K
|
22K
$740K
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
6.9K+ 17.22% |
$205K - $225K
|
46.9K
$1.58M
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-3.66K- 1.76% |
$109K - $119K
|
204K
$6.86M
|
|
May 15, 2025
Q1 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
12K+ 158.01% |
$357K - $392K
|
19.7K
$660K
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
164K+ 31.28% |
$4.87M - $5.35M
|
689K
$23.1M
|
|
May 15, 2025
Q1 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-38.2K- 12.51% |
$1.13M - $1.24M
|
267K
$8.97M
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-46.2K- 7.53% |
$1.37M - $1.51M
|
568K
$19.1M
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
105K+ 25.98% |
$3.12M - $3.43M
|
510K
$17.1M
|
|
May 15, 2025
Q1 2025
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
BUY
|
- |
11.3K+ 14.9% |
$336K - $369K
|
87.4K
$2.94M
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
11.9K+ 94.87% |
$354K - $388K
|
24.5K
$822K
|
|
May 15, 2025
Q1 2025
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
SELL
|
- |
-139- 1.13% |
$4.13K - $4.53K
|
12.2K
$409K
|
|
May 15, 2025
Q1 2025
|
Bullseye Investment Management, LLC
|
BUY
|
- |
567+ 2.06% |
$16.8K - $18.5K
|
28.1K
$944K
|
|
May 14, 2025
Q1 2025
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
11.3KNew |
$336K - $369K
|
11.3K
$381K
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
22.3K+ 71.78% |
$662K - $727K
|
53.4K
$1.79M
|
|
May 14, 2025
Q1 2025
|
Valtinson Bruner Financial Planning LLC
|
BUY
|
- |
101K+ 33.4% |
$2.99M - $3.28M
|
402K
$13.5M
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-3.61K- 6.38% |
$107K - $117K
|
52.9K
$1.78M
|