Latest Institutional Transactions on First Tr Ex Td Viii Ft Cboe Ve (BUFR)
This table provides information on the latest institutional transactions involving First Tr Ex Td Viii Ft Cboe Ve (BUFR) 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 |
|---|---|---|---|---|---|---|---|
|
Jan 29, 2025
Q4 2024
|
Clarus Group, Inc.
|
SELL
|
- |
-1.85K- 10.65% |
$54.9K - $56.9K
|
15.5K
$481K
|
|
|
Jan 29, 2025
Q4 2024
|
Pom Investment Strategies, LLC
Raleigh, NC |
BUY
|
- |
8.62K+ 2.06% |
$256K - $266K
|
428K
$13.3M
|
|
|
Jan 29, 2025
Q4 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
1.45K+ 4.35% |
$43.1K - $44.7K
|
34.8K
$1.08M
|
|
|
Jan 29, 2025
Q4 2024
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
16.2KNew |
$481K - $499K
|
16.2K
$502K
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
183KNew |
$5.44M - $5.64M
|
183K
$5.68M
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
2K+ 5.24% |
$59.5K - $61.6K
|
40.2K
$1.25M
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
17.6K+ 5.77% |
$522K - $541K
|
322K
$9.99M
|
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-7.46K- 3.58% |
$222K - $230K
|
201K
$6.24M
|
|
|
Jan 28, 2025
Q4 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
189New |
$5.62K - $5.82K
|
189
$5.86K
|
|
|
Jan 28, 2025
Q4 2024
|
Hobart Private Capital, LLC
Charlotte, NC |
BUY
|
- |
11.7K+ 1.0% |
$347K - $359K
|
1.17M
$36.4M
|
|
|
Jan 28, 2025
Q4 2024
|
Santori & Peters, Inc.
|
BUY
|
- |
2.13K+ 6.16% |
$63.4K - $65.7K
|
36.8K
$1.14M
|
|
|
Jan 28, 2025
Q4 2024
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
2.44KNew |
$72.5K - $75.1K
|
2.44K
$75.7K
|
|
|
Jan 28, 2025
Q4 2024
|
Advisory Resource Group
|
BUY
|
- |
11.6KNew |
$344K - $357K
|
11.6K
$359K
|
|
|
Jan 28, 2025
Q4 2024
|
Stephens Inc
|
SELL
|
- |
-186K- 76.92% |
$5.52M - $5.72M
|
55.7K
$1.73M
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
176K+ 10.5% |
$5.25M - $5.44M
|
1.86M
$57.6M
|
|
|
Jan 28, 2025
Q4 2024
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
6.56K+ 19.55% |
$195K - $202K
|
40.1K
$1.24M
|
|
|
Jan 27, 2025
Q4 2024
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
1.85K+ 1.93% |
$55.1K - $57.1K
|
97.6K
$3.03M
|
|
|
Jan 27, 2025
Q4 2024
|
Money Concepts Capital Corp
|
SELL
|
- |
-328K- 58.98% |
$9.75M - $10.1M
|
228K
$7.08M
|
|
|
Jan 27, 2025
Q4 2024
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-488- 2.66% |
$14.5K - $15K
|
17.8K
$553K
|
|
|
Jan 27, 2025
Q4 2024
|
Lion Street Advisors, LLC
|
BUY
|
- |
1.13K+ 2.26% |
$33.7K - $34.9K
|
51.3K
$1.59M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
44.7K+ 6.84% |
$1.33M - $1.38M
|
698K
$21.7M
|
|
|
Jan 27, 2025
Q4 2024
|
Foguth Wealth Management, Llc.
Brighton, MI |
BUY
|
- |
6.58K+ 50.93% |
$196K - $203K
|
19.5K
$605K
|
|
|
Jan 27, 2025
Q4 2024
|
Trilogy Capital Inc.
|
BUY
|
- |
1.99K+ 8.74% |
$59.1K - $61.3K
|
24.8K
$768K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-24.8K- 14.57% |
$737K - $764K
|
145K
$4.51M
|
|
|
Jan 27, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
554K+ 5710.26% |
$16.5M - $17.1M
|
564K
$17.5M
|
|
|
Jan 27, 2025
Q4 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
10.1K+ 7.41% |
$299K - $310K
|
146K
$4.52M
|
|
|
Jan 27, 2025
Q4 2024
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-42.4K- 81.51% |
$1.26M - $1.31M
|
9.61K
$298K
|
|
|
Jan 27, 2025
Q4 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
24.9K+ 55.46% |
$740K - $767K
|
69.8K
$2.17M
|
|
|
Jan 27, 2025
Q4 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
15.3K+ 3.76% |
$456K - $473K
|
424K
$13.1M
|
|
|
Jan 27, 2025
Q4 2024
|
Centennial Wealth Advisory LLC
|
SELL
|
- |
-14.4K- 2.91% |
$429K - $444K
|
481K
$14.9M
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
BUY
|
- |
8.69KNew |
$258K - $268K
|
8.69K
$270K
|
|
|
Jan 24, 2025
Q4 2024
|
Financial Futures LTD Liability Co.
|
BUY
|
- |
19.9K+ 9.43% |
$593K - $614K
|
231K
$7.18M
|
|
|
Jan 24, 2025
Q4 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
12.3KNew |
$365K - $378K
|
12.3K
$381K
|
|
|
Jan 24, 2025
Q4 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
5.52K+ 10.46% |
$164K - $170K
|
58.2K
$1.81M
|
|
|
Jan 24, 2025
Q4 2024
|
Adamsbrown Wealth Consultants LLC
|
BUY
|
- |
8.05K+ 109.71% |
$239K - $248K
|
15.4K
$477K
|
|
|
Jan 24, 2025
Q4 2024
|
Magnolia Capital Advisors LLC
Jackson, MS |
SELL
|
- |
-650- 1.24% |
$19.3K - $20K
|
52K
$1.61M
|
|
|
Jan 24, 2025
Q4 2024
|
Catalina Capital Group, LLC
Torrance, CA |
BUY
|
- |
8.06KNew |
$240K - $248K
|
8.06K
$250K
|
|
|
Jan 24, 2025
Q4 2024
|
Holistic Planning, LLC
Nacogdoches, TX |
BUY
|
- |
5.99K+ 57.89% |
$178K - $185K
|
16.3K
$507K
|
|
|
Jan 24, 2025
Q4 2024
|
Wespac Advisors So Cal, LLC
|
SELL
|
- |
-400- 3.85% |
$11.9K - $12.3K
|
10K
$310K
|
|
|
Jan 23, 2025
Q4 2024
|
American Institute For Advanced Investment Management, LLP
|
SELL
|
- |
-400- 1.13% |
$11.9K - $12.3K
|
35K
$1.09M
|
|
|
Jan 23, 2025
Q4 2024
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
SELL
|
- |
-3.34K- 3.61% |
$99.4K - $103K
|
89.2K
$2.77M
|
|
|
Jan 23, 2025
Q4 2024
|
Milestone Asset Management, LLC
Pittsburgh, PA |
SELL
|
- |
-186K- 14.79% |
$5.54M - $5.74M
|
1.07M
$33.3M
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
3.38K+ 0.92% |
$100K - $104K
|
372K
$11.5M
|
|
|
Jan 23, 2025
Q4 2024
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
- |
14.9K+ 10.66% |
$444K - $460K
|
155K
$4.81M
|
|
|
Jan 23, 2025
Q4 2024
|
Masso Torrence Wealth Management Inc.
|
SELL
|
- |
-250- 3.49% |
$7.43K - $7.7K
|
6.91K
$214K
|
|
|
Jan 23, 2025
Q4 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-39.4K- 18.44% |
$1.17M - $1.21M
|
174K
$5.41M
|
|
|
Jan 23, 2025
Q4 2024
|
Calton & Associates, Inc.
|
BUY
|
- |
10.3KNew |
$305K - $316K
|
10.3K
$319K
|
|
|
Jan 23, 2025
Q4 2024
|
Five Pine Wealth Management
Coeur D Alene, ID |
BUY
|
- |
123KNew |
$3.66M - $3.79M
|
123K
$3.82M
|
|
|
Jan 23, 2025
Q4 2024
|
N.E.W. Advisory Services LLC
|
SELL
|
- |
-144K- 74.65% |
$4.28M - $4.43M
|
48.9K
$1.52M
|
|
|
Jan 23, 2025
Q4 2024
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-986- 2.8% |
$29.3K - $30.4K
|
34.2K
$1.06M
|