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 31, 2024
Q2 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
37.4K+ 112.77% |
$1.02M - $1.11M
|
70.6K
$2.14M
|
|
Jul 30, 2024
Q2 2024
|
Mach 1 Financial Group, LLC
Bentonville, AR |
SELL
|
- |
-44K- 29.08% |
$1.2M - $1.31M
|
107K
$3.26M
|
|
Jul 30, 2024
Q2 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
29K+ 130.57% |
$791K - $860K
|
51.2K
$1.55M
|
|
Jul 29, 2024
Q2 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
787+ 2.81% |
$21.5K - $23.4K
|
28.8K
$873K
|
|
Jul 26, 2024
Q2 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
74.2K+ 34.24% |
$2.02M - $2.2M
|
291K
$8.82M
|
|
Jul 26, 2024
Q2 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
318K+ 1173.72% |
$8.68M - $9.44M
|
345K
$10.5M
|
|
Jul 25, 2024
Q2 2024
|
Financial Guidance Group, Inc.
|
BUY
|
- |
37.4K+ 129.01% |
$1.02M - $1.11M
|
66.4K
$2.02M
|
|
Jul 25, 2024
Q2 2024
|
First Heartland Consultants, Inc.
|
BUY
|
- |
4.4K+ 18.15% |
$120K - $131K
|
28.7K
$869K
|
|
Jul 24, 2024
Q2 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
75.3K+ 26.32% |
$2.06M - $2.24M
|
362K
$11M
|
|
Jul 24, 2024
Q2 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
6.44K+ 55.56% |
$176K - $191K
|
18K
$547K
|
|
Jul 23, 2024
Q2 2024
|
Private Trust CO Na
|
BUY
|
- |
539+ 43.4% |
$14.7K - $16K
|
1.78K
$54K
|
|
Jul 22, 2024
Q2 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
290+ 1.79% |
$7.92K - $8.6K
|
16.5K
$500K
|
|
Jul 22, 2024
Q2 2024
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
345KNew |
$9.43M - $10.2M
|
345K
$10.5M
|
|
Jul 22, 2024
Q2 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
16.6K+ 31.34% |
$452K - $491K
|
69.4K
$2.11M
|
|
Jul 22, 2024
Q2 2024
|
Focus Wealth Advisors, LLC
|
BUY
|
- |
7.87K+ 4.93% |
$215K - $233K
|
167K
$5.08M
|
|
Jul 22, 2024
Q2 2024
|
River Tree Advisors, LLC
Winter Park, FL |
SELL
|
- |
-4.67K- 1.57% |
$127K - $138K
|
292K
$8.85M
|
|
Jul 19, 2024
Q2 2024
|
Ergawealth Advisors, Inc.
Oak Brook, IL |
BUY
|
- |
118K+ 467.29% |
$3.21M - $3.49M
|
143K
$4.33M
|
|
Jul 18, 2024
Q2 2024
|
Brookstone Capital Management
|
BUY
|
- |
7KNew |
$191K - $208K
|
7K
$212K
|
|
Jul 17, 2024
Q2 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-591- 2.78% |
$16.1K - $17.5K
|
20.7K
$628K
|
|
Jul 17, 2024
Q2 2024
|
Accurate Wealth Management, LLC
|
BUY
|
- |
7KNew |
$191K - $208K
|
7K
$212K
|
|
Jul 17, 2024
Q2 2024
|
Good Life Advisors, LLC
|
SELL
|
- |
-149K- 19.28% |
$4.06M - $4.42M
|
623K
$18.9M
|
|
Jul 16, 2024
Q2 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
11KNew |
$301K - $328K
|
11K
$335K
|
|
Jul 16, 2024
Q2 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
2.64K+ 13.95% |
$72K - $78.3K
|
21.6K
$654K
|
|
Jul 16, 2024
Q2 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
18K+ 87.95% |
$491K - $533K
|
38.4K
$1.16M
|
|
Jul 16, 2024
Q2 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
674+ 11.46% |
$18.4K - $20K
|
6.55K
$199K
|
|
Jul 16, 2024
Q2 2024
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
10.2KNew |
$277K - $301K
|
10.2K
$308K
|
|
Jul 16, 2024
Q2 2024
|
Midwest Financial Group LLC
Overland Park, KS |
BUY
|
- |
2.31K+ 3.88% |
$63K - $68.4K
|
61.8K
$1.87M
|
|
Jul 15, 2024
Q2 2024
|
Diligent Investors, LLC
|
BUY
|
- |
6.95KNew |
$190K - $206K
|
6.95K
$211K
|
|
Jul 15, 2024
Q2 2024
|
Pcg Wealth Advisors, LLC
|
BUY
|
- |
19.8KNew |
$539K - $586K
|
19.8K
$599K
|
|
Jul 12, 2024
Q2 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
10.3KNew |
$281K - $305K
|
10.3K
$312K
|
|
Jul 11, 2024
Q2 2024
|
Worth Asset Management, LLC
|
SELL
|
- |
-440- 5.46% |
$12K - $13.1K
|
7.63K
$231K
|
|
Jul 10, 2024
Q2 2024
|
Prism Advisors, Inc.
|
BUY
|
- |
160KNew |
$4.38M - $4.76M
|
160K
$4.86M
|
|
Jul 09, 2024
Q2 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
9.12K+ 81.9% |
$249K - $271K
|
20.3K
$614K
|
|
Jul 05, 2024
Q2 2024
|
Heritage Wealth Partners, LLC
Dublin, OH |
BUY
|
- |
7.23KNew |
$197K - $214K
|
7.23K
$219K
|
|
Q1 2024 | |||||||
Sep 11, 2024
Q1 2024
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
18.5KNew |
$491K - $524K
|
18.5K
$560K
|
|
Aug 13, 2024
Q1 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
19.1K+ 7.57% |
$507K - $541K
|
271K
$8.22M
|
|
Aug 08, 2024
Q1 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
34.4K+ 9.62% |
$916K - $977K
|
392K
$11.9M
|
|
May 16, 2024
Q1 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
9.54KNew |
$254K - $271K
|
9.54K
$289K
|
|
May 14, 2024
Q1 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
1.3KNew |
$34.6K - $36.9K
|
1.3K
$39.4K
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
256KNew |
$6.82M - $7.27M
|
256K
$7.77M
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
43.2K+ 138.25% |
$1.15M - $1.23M
|
74.5K
$2.26M
|
|
May 09, 2024
Q1 2024
|
Private Portfolio Partners LLC
|
SELL
|
- |
-158- 1.71% |
$4.2K - $4.48K
|
9.06K
$275K
|
|
Apr 30, 2024
Q1 2024
|
Retirement Group, LLC
|
BUY
|
- |
5.55KNew |
$148K - $157K
|
5.55K
$168K
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
202+ 5.53% |
$5.37K - $5.73K
|
3.85K
$117K
|
|
Apr 24, 2024
Q1 2024
|
Pitti Group Wealth Management, LLC
|
BUY
|
- |
136KNew |
$3.61M - $3.85M
|
136K
$4.12M
|
|
Apr 23, 2024
Q1 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
540New |
$14.4K - $15.3K
|
540
$16.4K
|
|
Apr 16, 2024
Q1 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
14K+ 42.95% |
$372K - $397K
|
46.5K
$1.41M
|
|
Q4 2023 | |||||||
Feb 14, 2024
Q4 2023
|
Old Mission Capital LLC
|
BUY
|
- |
22.7KNew |
$559K - $615K
|
22.7K
$688K
|
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
302K+ 45.83% |
$7.43M - $8.18M
|
960K
$29.1M
|
|
Feb 14, 2024
Q4 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
3.19K+ 15.66% |
$78.7K - $86.6K
|
23.6K
$715K
|