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 05, 2024
Q2 2024
|
Hbw Advisory Services LLC
|
BUY
|
- |
32.6KNew |
$890K - $968K
|
32.6K
$979K
|
|
Jul 05, 2024
Q2 2024
|
Heritage Wealth Partners, LLC
Dublin, OH |
BUY
|
- |
7.23KNew |
$197K - $214K
|
7.23K
$217K
|
|
Q1 2024 | |||||||
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
331K+ 239.85% |
$8.8M - $9.38M
|
469K
$14.1M
|
|
May 16, 2024
Q1 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
788+ 4.04% |
$21K - $22.4K
|
20.3K
$609K
|
|
May 16, 2024
Q1 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
9.54KNew |
$254K - $271K
|
9.54K
$287K
|
|
May 15, 2024
Q1 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
33.2KNew |
$883K - $942K
|
33.2K
$997K
|
|
May 15, 2024
Q1 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
84.9K+ 30.07% |
$2.26M - $2.41M
|
367K
$11M
|
|
May 15, 2024
Q1 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
88.9K+ 103.32% |
$2.37M - $2.52M
|
175K
$5.25M
|
|
May 15, 2024
Q1 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
91.7K+ 194.9% |
$2.44M - $2.6M
|
139K
$4.17M
|
|
May 15, 2024
Q1 2024
|
Concorde Asset Management, LLC
|
BUY
|
- |
178KNew |
$4.73M - $5.05M
|
178K
$5.34M
|
|
May 15, 2024
Q1 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
13.4KNew |
$357K - $381K
|
13.4K
$403K
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
207K+ 59.05% |
$5.49M - $5.86M
|
556K
$16.7M
|
|
May 15, 2024
Q1 2024
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
BUY
|
- |
6.16K+ 52.87% |
$164K - $175K
|
17.8K
$535K
|
|
May 15, 2024
Q1 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
17.8KNew |
$473K - $504K
|
17.8K
$534K
|
|
May 15, 2024
Q1 2024
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-118K- 15.44% |
$3.14M - $3.34M
|
645K
$19.4M
|
|
May 14, 2024
Q1 2024
|
Fischer Investment Strategies, LLC
Westlake Village, CA |
BUY
|
- |
520KNew |
$13.8M - $14.8M
|
520K
$15.6M
|
|
May 14, 2024
Q1 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
19.4K+ 9.16% |
$516K - $551K
|
231K
$6.94M
|
|
May 14, 2024
Q1 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
1.3KNew |
$34.6K - $36.9K
|
1.3K
$39K
|
|
May 14, 2024
Q1 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
27.4K+ 20.67% |
$729K - $777K
|
160K
$4.8M
|
|
May 14, 2024
Q1 2024
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-173K- 85.31% |
$4.6M - $4.91M
|
29.8K
$895K
|
|
May 14, 2024
Q1 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-8.28K- 1.93% |
$220K - $235K
|
420K
$12.6M
|
|
May 14, 2024
Q1 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
815+ 4.08% |
$21.7K - $23.1K
|
20.8K
$624K
|
|
May 14, 2024
Q1 2024
|
Wedbush Securities Inc
|
BUY
|
- |
17.7KNew |
$472K - $503K
|
17.7K
$532K
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
43.2K+ 138.25% |
$1.15M - $1.23M
|
74.5K
$2.24M
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
256KNew |
$6.82M - $7.27M
|
256K
$7.69M
|
|
May 14, 2024
Q1 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
26.1KNew |
$695K - $741K
|
26.1K
$785K
|
|
May 14, 2024
Q1 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
85.9K+ 895.66% |
$2.29M - $2.44M
|
95.5K
$2.87M
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
BUY
|
- |
925New |
$24.6K - $26.2K
|
925
$27.8K
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
151K+ 189.89% |
$4.03M - $4.3M
|
231K
$6.94M
|
|
May 13, 2024
Q1 2024
|
Tradition Wealth Management, LLC
|
BUY
|
- |
1.16K+ 4.61% |
$30.9K - $32.9K
|
26.3K
$790K
|
|
May 13, 2024
Q1 2024
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
11.6KNew |
$309K - $329K
|
11.6K
$348K
|
|
May 13, 2024
Q1 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
26.9K+ 104.0% |
$717K - $764K
|
52.9K
$1.59M
|
|
May 13, 2024
Q1 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
3.5KNew |
$93K - $99.2K
|
3.5K
$105K
|
|
May 10, 2024
Q1 2024
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
11.4K+ 8.1% |
$302K - $322K
|
151K
$4.55M
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
1.71M+ 54.61% |
$45.5M - $48.5M
|
4.84M
$145M
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
98.6K+ 25.14% |
$2.62M - $2.8M
|
491K
$14.7M
|
|
May 10, 2024
Q1 2024
|
Truist Financial Corp
|
BUY
|
- |
27.6K+ 174.62% |
$735K - $784K
|
43.5K
$1.31M
|
|
May 09, 2024
Q1 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
7.72K+ 44.39% |
$205K - $219K
|
25.1K
$754K
|
|
May 09, 2024
Q1 2024
|
Private Portfolio Partners LLC
|
SELL
|
- |
-158- 1.71% |
$4.2K - $4.48K
|
9.06K
$272K
|
|
May 09, 2024
Q1 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
11.8K+ 138.29% |
$314K - $335K
|
20.4K
$612K
|
|
May 07, 2024
Q1 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
73.1KNew |
$1.94M - $2.07M
|
73.1K
$2.2M
|
|
May 07, 2024
Q1 2024
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-9.04K- 27.15% |
$240K - $256K
|
24.3K
$728K
|
|
May 06, 2024
Q1 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
12.9K+ 139.48% |
$344K - $367K
|
22.2K
$667K
|
|
May 06, 2024
Q1 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
8.76K+ 75.1% |
$233K - $249K
|
20.4K
$614K
|
|
May 06, 2024
Q1 2024
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
16.5K+ 40.21% |
$440K - $469K
|
57.6K
$1.73M
|
|
May 03, 2024
Q1 2024
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-9.13K- 32.54% |
$243K - $259K
|
18.9K
$568K
|
|
May 03, 2024
Q1 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-3.59K- 14.43% |
$95.5K - $102K
|
21.3K
$639K
|
|
May 02, 2024
Q1 2024
|
Good Life Advisors, LLC
|
SELL
|
- |
-5.45K- 0.7% |
$145K - $155K
|
772K
$23.2M
|
|
May 02, 2024
Q1 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
9.21K+ 19.48% |
$245K - $261K
|
56.5K
$1.7M
|
|
May 01, 2024
Q1 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
33.5K+ 137.18% |
$890K - $950K
|
57.9K
$1.74M
|