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 |
|---|---|---|---|---|---|---|---|
|
May 01, 2025
Q1 2025
|
Lane & Associates LLC
Moorestown, NJ |
BUY
|
- |
3.5K+ 25.58% |
$104K - $114K
|
17.2K
$577K
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
2.07K+ 7.7% |
$61.4K - $67.4K
|
28.9K
$971K
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-8.74K- 2.47% |
$259K - $285K
|
345K
$11.6M
|
|
|
Apr 30, 2025
Q1 2025
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-950- 10.33% |
$28.2K - $31K
|
8.25K
$277K
|
|
|
Apr 30, 2025
Q1 2025
|
Gateway Wealth Partners, LLC
Appleton, WI |
SELL
|
- |
-3.09K- 8.58% |
$91.7K - $101K
|
32.9K
$1.11M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
58.7K+ 5.77% |
$1.74M - $1.91M
|
1.07M
$36.1M
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-775- 93.04% |
$23K - $25.3K
|
58
$1.95K
|
|
|
Apr 29, 2025
Q1 2025
|
Brookstone Capital Management
|
SELL
|
- |
-394- 4.33% |
$11.7K - $12.8K
|
8.71K
$293K
|
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
7.78K+ 44.38% |
$231K - $254K
|
25.3K
$850K
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
BUY
|
- |
268+ 3.07% |
$7.95K - $8.73K
|
9K
$302K
|
|
|
Apr 24, 2025
Q1 2025
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
7.01KNew |
$208K - $229K
|
7.01K
$236K
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-97.8K- 50.0% |
$2.9M - $3.19M
|
97.8K
$3.29M
|
|
|
Apr 23, 2025
Q1 2025
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
7KNew |
$208K - $228K
|
7K
$235K
|
|
|
Apr 23, 2025
Q1 2025
|
Financial Guidance Group, Inc.
|
BUY
|
- |
5.2K+ 6.54% |
$154K - $169K
|
84.7K
$2.84M
|
|
|
Apr 23, 2025
Q1 2025
|
Img Wealth Management, Inc.
Jacksonville, FL |
BUY
|
- |
26.2K+ 12.54% |
$777K - $853K
|
235K
$7.89M
|
|
|
Apr 22, 2025
Q1 2025
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-53.9K- 48.44% |
$1.6M - $1.76M
|
57.4K
$1.93M
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
53.5K+ 16.27% |
$1.59M - $1.74M
|
382K
$12.8M
|
|
|
Apr 22, 2025
Q1 2025
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
9.78KNew |
$290K - $319K
|
9.78K
$329K
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-51.1K- 83.84% |
$1.52M - $1.66M
|
9.84K
$331K
|
|
|
Apr 21, 2025
Q1 2025
|
Advisory Resource Group
|
BUY
|
- |
7.81K+ 41.74% |
$232K - $255K
|
26.5K
$891K
|
|
|
Apr 21, 2025
Q1 2025
|
Advisor Resource Council
|
BUY
|
- |
6.8KNew |
$202K - $222K
|
6.8K
$228K
|
|
|
Apr 18, 2025
Q1 2025
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
BUY
|
- |
873+ 3.69% |
$25.9K - $28.5K
|
24.6K
$825K
|
|
|
Apr 17, 2025
Q1 2025
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
58.9K+ 904.98% |
$1.75M - $1.92M
|
65.4K
$2.2M
|
|
|
Apr 17, 2025
Q1 2025
|
Good Life Advisors, LLC
|
SELL
|
- |
-46.7K- 7.82% |
$1.39M - $1.52M
|
551K
$18.5M
|
|
|
Apr 16, 2025
Q1 2025
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
SELL
|
- |
-4.6K- 4.66% |
$137K - $150K
|
94.2K
$3.16M
|
|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
92+ 1.4% |
$2.73K - $3K
|
6.65K
$223K
|
|
|
Apr 11, 2025
Q1 2025
|
Prospect Financial Services LLC
Melville, NY |
BUY
|
- |
25+ 0.35% |
$742 - $815
|
7.14K
$240K
|
|
|
Apr 09, 2025
Q1 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
769+ 54.08% |
$22.8K - $25.1K
|
2.19K
$73.6K
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
3.27K+ 109066.67% |
$97.1K - $107K
|
3.28K
$110K
|
|
| Q4 2024 | |||||||
|
Jun 16, 2025
Q4 2024
|
Claris Financial LLC
Glen Allen, VA |
BUY
|
- |
7.24KNew |
$217K - $232K
|
7.24K
$243K
|
|
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-93.3K- 8.29% |
$2.8M - $2.99M
|
1.03M
$34.7M
|
|
|
Feb 27, 2025
Q4 2024
|
Bernard Wealth Management Corp.
Royal Oak, MI |
BUY
|
- |
425New |
$12.8K - $13.6K
|
425
$14.3K
|
|
|
Feb 25, 2025
Q4 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
5.27K+ 30.71% |
$158K - $169K
|
22.4K
$754K
|
|
|
Feb 25, 2025
Q4 2024
|
Armis Advisers, LLC
Atlanta, GA |
BUY
|
- |
17.1KNew |
$514K - $548K
|
17.1K
$575K
|
|
|
Feb 13, 2025
Q4 2024
|
Legacy Investment Solutions, LLC
Meridian, ID |
BUY
|
- |
25.6K+ 131.08% |
$769K - $820K
|
45.1K
$1.52M
|
|
|
Feb 13, 2025
Q4 2024
|
Concorde Asset Management, LLC
|
BUY
|
- |
757+ 0.84% |
$22.7K - $24.2K
|
91.1K
$3.06M
|
|
|
Feb 13, 2025
Q4 2024
|
Mach 1 Financial Group, LLC
Bentonville, AR |
SELL
|
- |
-99.7K- 85.77% |
$2.99M - $3.19M
|
16.5K
$556K
|
|
|
Feb 12, 2025
Q4 2024
|
Old Mission Capital LLC
|
BUY
|
- |
22.8K+ 199.47% |
$685K - $730K
|
34.2K
$1.15M
|
|
|
Feb 10, 2025
Q4 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
1.59K+ 7.54% |
$47.7K - $50.8K
|
22.6K
$761K
|
|
|
Feb 10, 2025
Q4 2024
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
389+ 50.52% |
$11.7K - $12.5K
|
1.16K
$38.9K
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
625KNew |
$18.8M - $20M
|
625K
$21M
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
BUY
|
- |
365New |
$11K - $11.7K
|
365
$12.3K
|
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
286New |
$8.59K - $9.15K
|
286
$9.61K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
1.61K+ 298.89% |
$48.5K - $51.7K
|
2.15K
$72.4K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
1.58K+ 152.12% |
$47.5K - $50.6K
|
2.62K
$88.1K
|
|
|
Jan 27, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
70.8KNew |
$2.13M - $2.27M
|
70.8K
$2.38M
|
|
|
Jan 23, 2025
Q4 2024
|
Hartford Financial Management Inc.
|
BUY
|
- |
2.56KNew |
$77K - $82.1K
|
2.56K
$86.1K
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-835- 7.49% |
$25.1K - $26.7K
|
10.3K
$347K
|
|
|
Jan 15, 2025
Q4 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-28.1K- 99.94% |
$844K - $899K
|
16
$537
|
|
|
Jan 13, 2025
Q4 2024
|
Capital Cs Group, LLC
|
SELL
|
- |
-27.7K- 23.68% |
$831K - $886K
|
89.2K
$3M
|
|