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 |
|---|---|---|---|---|---|---|---|
|
Aug 13, 2024
Q2 2024
|
Fischer Investment Strategies, LLC
Westlake Village, CA |
SELL
|
- |
-149K- 28.68% |
$4.07M - $4.43M
|
371K
$11.8M
|
|
|
Aug 09, 2024
Q2 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
272+ 1.31% |
$7.43K - $8.07K
|
21.1K
$670K
|
|
|
Aug 06, 2024
Q2 2024
|
Chris Bulman Inc
Roseville, CA |
BUY
|
- |
4.73KNew |
$129K - $140K
|
4.73K
$150K
|
|
|
Aug 06, 2024
Q2 2024
|
Wedbush Securities Inc
|
BUY
|
- |
946+ 5.33% |
$25.8K - $28.1K
|
18.7K
$594K
|
|
|
Jul 22, 2024
Q2 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
290+ 1.79% |
$7.92K - $8.6K
|
16.5K
$525K
|
|
|
Jul 16, 2024
Q2 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
674+ 11.46% |
$18.4K - $20K
|
6.55K
$208K
|
|
|
Jul 11, 2024
Q2 2024
|
Worth Asset Management, LLC
|
SELL
|
- |
-440- 5.46% |
$12K - $13.1K
|
7.63K
$243K
|
|
| Q1 2024 | |||||||
|
Sep 11, 2024
Q1 2024
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
18.5KNew |
$491K - $524K
|
18.5K
$587K
|
|
|
Aug 13, 2024
Q1 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
19.1K+ 7.57% |
$507K - $541K
|
271K
$8.62M
|
|
|
May 16, 2024
Q1 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
9.54KNew |
$254K - $271K
|
9.54K
$304K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
256KNew |
$6.82M - $7.27M
|
256K
$8.15M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
43.2K+ 138.25% |
$1.15M - $1.23M
|
74.5K
$2.37M
|
|
|
May 14, 2024
Q1 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
1.3KNew |
$34.6K - $36.9K
|
1.3K
$41.4K
|
|
|
Apr 30, 2024
Q1 2024
|
Retirement Group, LLC
|
BUY
|
- |
5.55KNew |
$148K - $157K
|
5.55K
$177K
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
202+ 5.53% |
$5.37K - $5.73K
|
3.85K
$123K
|
|
|
Apr 24, 2024
Q1 2024
|
Pitti Group Wealth Management, LLC
|
BUY
|
- |
136KNew |
$3.61M - $3.85M
|
136K
$4.32M
|
|
|
Apr 23, 2024
Q1 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
540New |
$14.4K - $15.3K
|
540
$17.2K
|
|
| Q4 2023 | |||||||
|
Dec 26, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-1.63KClosed |
$40.2K - $44.2K
|
0
$0
|
|
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
302K+ 45.83% |
$7.43M - $8.18M
|
960K
$30.5M
|
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
410New |
$10.1K - $11.1K
|
410
$13K
|
|
|
Feb 09, 2024
Q4 2023
|
Covestor LTD
Boston, MA |
BUY
|
- |
119+ 46.67% |
$2.93K - $3.23K
|
374
$11.9K
|
|
|
Jan 31, 2024
Q4 2023
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
BUY
|
- |
780+ 2.96% |
$19.2K - $21.1K
|
27.2K
$864K
|
|
|
Jan 23, 2024
Q4 2023
|
Beacon Financial Advisory LLC
|
BUY
|
- |
8.72KNew |
$215K - $237K
|
8.72K
$278K
|
|
|
Jan 08, 2024
Q4 2023
|
Ignite Planners, LLC
|
BUY
|
- |
3K+ 18.18% |
$73.9K - $81.3K
|
19.5K
$620K
|
|
| Q3 2023 | |||||||
|
Nov 21, 2023
Q3 2023
|
Comerica Bank
|
BUY
|
- |
500New |
$12.4K - $12.8K
|
500
$15.9K
|
|
| Q2 2023 | |||||||
|
Jan 12, 2024
Q2 2023
|
Private Advisory Group LLC
Redmond, WA |
BUY
|
- |
14.9K+ 6.25% |
$337K - $373K
|
254K
$8.06M
|
|
|
Aug 14, 2023
Q2 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
812New |
$18.3K - $20.3K
|
812
$25.8K
|
|
|
Aug 14, 2023
Q2 2023
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
8.34KNew |
$188K - $209K
|
8.34K
$265K
|
|
|
Aug 07, 2023
Q2 2023
|
Second Half Financial Partners, LLC
Sebring, FL |
BUY
|
- |
158KNew |
$3.57M - $3.96M
|
158K
$5.04M
|
|
|
Jul 31, 2023
Q2 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
280+ 35.67% |
$6.32K - $7.01K
|
1.07K
$33.9K
|
|
| Q1 2023 | |||||||
|
May 17, 2023
Q1 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
46New |
$908 - $1.06K
|
46
$1.46K
|
|
|
May 05, 2023
Q1 2023
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-2.54K- 62.54% |
$50.2K - $58.6K
|
1.52K
$48.5K
|
|
| Q3 2022 | |||||||
|
Mar 17, 2023
Q3 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
1.94KNew |
$38.3K - $44.4K
|
1.94K
$61.6K
|
|