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 28, 2025
Q3 2024
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-68.7KClosed |
$1.93M - $2.09M
|
0
$0
|
|
|
Feb 04, 2025
Q3 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
6.79KNew |
$191K - $206K
|
6.79K
$228K
|
|
|
Nov 14, 2024
Q3 2024
|
Tradition Wealth Management, LLC
|
BUY
|
- |
1.17K+ 4.83% |
$32.9K - $35.6K
|
25.4K
$855K
|
|
|
Nov 08, 2024
Q3 2024
|
Private Portfolio Partners LLC
|
SELL
|
- |
-200- 2.21% |
$5.62K - $6.08K
|
8.86K
$298K
|
|
|
Oct 31, 2024
Q3 2024
|
Diligent Investors, LLC
|
BUY
|
- |
1K+ 14.39% |
$28.1K - $30.4K
|
7.95K
$267K
|
|
|
Oct 24, 2024
Q3 2024
|
Vima LLC
Troy, MI |
BUY
|
- |
12K+ 46.23% |
$337K - $365K
|
37.9K
$1.27M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
16.9KNew |
$476K - $515K
|
16.9K
$569K
|
|
|
Oct 11, 2024
Q3 2024
|
Vital Stone Financial, LLC
Shavano Park, TX |
SELL
|
- |
-9.72K- 25.75% |
$273K - $296K
|
28K
$942K
|
|
| Q2 2024 | |||||||
|
Aug 14, 2024
Q2 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
235New |
$6.42K - $6.97K
|
235
$7.89K
|
|
|
Aug 13, 2024
Q2 2024
|
Fischer Investment Strategies, LLC
Westlake Village, CA |
SELL
|
- |
-149K- 28.68% |
$4.07M - $4.43M
|
371K
$12.5M
|
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
BUY
|
- |
9.9K+ 1070.16% |
$270K - $294K
|
10.8K
$364K
|
|
|
Aug 06, 2024
Q2 2024
|
Chris Bulman Inc
Roseville, CA |
BUY
|
- |
4.73KNew |
$129K - $140K
|
4.73K
$159K
|
|
|
Jul 22, 2024
Q2 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
290+ 1.79% |
$7.92K - $8.6K
|
16.5K
$554K
|
|
|
Jul 11, 2024
Q2 2024
|
Worth Asset Management, LLC
|
SELL
|
- |
-440- 5.46% |
$12K - $13.1K
|
7.63K
$256K
|
|
| Q1 2024 | |||||||
|
Sep 11, 2024
Q1 2024
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
18.5KNew |
$491K - $524K
|
18.5K
$620K
|
|
|
May 16, 2024
Q1 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
9.54KNew |
$254K - $271K
|
9.54K
$321K
|
|
|
May 14, 2024
Q1 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
1.3KNew |
$34.6K - $36.9K
|
1.3K
$43.7K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
43.2K+ 138.25% |
$1.15M - $1.23M
|
74.5K
$2.5M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
256KNew |
$6.82M - $7.27M
|
256K
$8.61M
|
|
|
Apr 30, 2024
Q1 2024
|
Retirement Group, LLC
|
BUY
|
- |
5.55KNew |
$148K - $157K
|
5.55K
$186K
|
|
| Q4 2023 | |||||||
|
Feb 09, 2024
Q4 2023
|
Covestor LTD
Boston, MA |
BUY
|
- |
119+ 46.67% |
$2.93K - $3.23K
|
374
$12.6K
|
|
|
Jan 31, 2024
Q4 2023
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
BUY
|
- |
780+ 2.96% |
$19.2K - $21.1K
|
27.2K
$912K
|
|
|
Jan 23, 2024
Q4 2023
|
Beacon Financial Advisory LLC
|
BUY
|
- |
8.72KNew |
$215K - $237K
|
8.72K
$293K
|
|
| Q3 2023 | |||||||
|
Nov 21, 2023
Q3 2023
|
Comerica Bank
|
BUY
|
- |
500New |
$12.4K - $12.8K
|
500
$16.8K
|
|
| Q2 2023 | |||||||
|
Jan 12, 2024
Q2 2023
|
Private Advisory Group LLC
Redmond, WA |
BUY
|
- |
14.9K+ 6.25% |
$337K - $373K
|
254K
$8.52M
|
|
|
Aug 14, 2023
Q2 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
812New |
$18.3K - $20.3K
|
812
$27.3K
|
|
|
Aug 14, 2023
Q2 2023
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
8.34KNew |
$188K - $209K
|
8.34K
$280K
|
|
|
Aug 07, 2023
Q2 2023
|
Second Half Financial Partners, LLC
Sebring, FL |
BUY
|
- |
158KNew |
$3.57M - $3.96M
|
158K
$5.32M
|
|
|
Jul 31, 2023
Q2 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
280+ 35.67% |
$6.32K - $7.01K
|
1.07K
$35.8K
|
|
| Q1 2023 | |||||||
|
May 17, 2023
Q1 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
46New |
$908 - $1.06K
|
46
$1.55K
|
|
| Q3 2022 | |||||||
|
Mar 17, 2023
Q3 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
1.94KNew |
$38.3K - $44.4K
|
1.94K
$65.1K
|
|