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 |
|---|---|---|---|---|---|---|---|
|
Sep 10, 2025
Q2 2025
|
Wt Wealth Management
|
BUY
|
- |
2.22K+ 2.91% |
$60.6K - $70.6K
|
78.7K
$2.61M
|
|
|
Sep 09, 2025
Q2 2025
|
Nwf Advisory Services Inc.
Los Angeles, CA |
BUY
|
- |
30.6K+ 36.77% |
$834K - $972K
|
114K
$3.77M
|
|
|
Sep 04, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-1.83M- 20.13% |
$49.9M - $58.2M
|
7.26M
$241M
|
|
|
Aug 29, 2025
Q2 2025
|
Centaurus Financial, Inc.
|
SELL
|
- |
-62.8K- 21.16% |
$1.71M - $2M
|
234K
$7.76M
|
|
|
Aug 27, 2025
Q2 2025
|
Barnes Wealth Management Group, Inc
Bakersfield, CA |
BUY
|
- |
7.76KNew |
$212K - $247K
|
7.76K
$257K
|
|
|
Aug 19, 2025
Q2 2025
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
11K+ 7.58% |
$300K - $349K
|
156K
$5.17M
|
|
|
Aug 19, 2025
Q2 2025
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
775KNew |
$21.2M - $24.7M
|
775K
$25.7M
|
|
|
Aug 19, 2025
Q2 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
8.23K+ 64.04% |
$225K - $262K
|
21.1K
$699K
|
|
|
Aug 18, 2025
Q2 2025
|
Tyler Stone Wealth Management
Beachwood, OH |
SELL
|
- |
-17.8K- 8.05% |
$487K - $567K
|
204K
$6.75M
|
|
|
Aug 18, 2025
Q2 2025
|
N.E.W. Advisory Services LLC
|
SELL
|
- |
-81.8K- 88.22% |
$2.23M - $2.6M
|
10.9K
$362K
|
|
|
Aug 18, 2025
Q2 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
221K+ 170.65% |
$6.02M - $7.02M
|
350K
$11.6M
|
|
|
Aug 18, 2025
Q2 2025
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
1.07K+ 4.22% |
$29.3K - $34.2K
|
26.6K
$881K
|
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
13.2K+ 47.23% |
$359K - $419K
|
41K
$1.36M
|
|
|
Aug 15, 2025
Q2 2025
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
446+ 1.63% |
$12.2K - $14.2K
|
27.8K
$923K
|
|
|
Aug 15, 2025
Q2 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
103K+ 14.1% |
$2.8M - $3.26M
|
830K
$27.5M
|
|
|
Aug 15, 2025
Q2 2025
|
Asset Allocation Strategies LLC
Farmington, MI |
BUY
|
- |
5.68K+ 15.18% |
$155K - $181K
|
43.1K
$1.43M
|
|
|
Aug 15, 2025
Q2 2025
|
Synergy Financial Group, LTD
|
SELL
|
- |
-36- 0.12% |
$983 - $1.14K
|
30.6K
$1.02M
|
|
|
Aug 15, 2025
Q2 2025
|
First Heartland Consultants, Inc.
|
BUY
|
- |
70K+ 65.88% |
$1.91M - $2.23M
|
176K
$5.85M
|
|
|
Aug 14, 2025
Q2 2025
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-3.7K- 4.38% |
$101K - $118K
|
80.6K
$2.67M
|
|
|
Aug 14, 2025
Q2 2025
|
Harvest Investment Services, LLC
|
BUY
|
- |
12.2K+ 12.92% |
$332K - $387K
|
106K
$3.53M
|
|
|
Aug 14, 2025
Q2 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
40.8K+ 4.85% |
$1.11M - $1.3M
|
881K
$29.2M
|
|
|
Aug 14, 2025
Q2 2025
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
17.6K+ 9.97% |
$479K - $559K
|
194K
$6.43M
|
|
|
Aug 14, 2025
Q2 2025
|
Core Wealth Advisors, Inc.
Lakeland, FL |
BUY
|
- |
24.9K+ 17.49% |
$680K - $792K
|
167K
$5.55M
|
|
|
Aug 14, 2025
Q2 2025
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-112K- 6.82% |
$3.05M - $3.56M
|
1.53M
$50.7M
|
|
|
Aug 14, 2025
Q2 2025
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
SELL
|
- |
-67.6K- 87.04% |
$1.84M - $2.15M
|
10.1K
$334K
|
|
|
Aug 14, 2025
Q2 2025
|
Financial Network Wealth Advisors LLC
Murray, UT |
SELL
|
- |
-9.01K- 2.79% |
$246K - $287K
|
314K
$10.4M
|
|
|
Aug 14, 2025
Q2 2025
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-289K- 45.09% |
$7.9M - $9.2M
|
352K
$11.7M
|
|
|
Aug 14, 2025
Q2 2025
|
Paragon Private Wealth Management, LLC
|
SELL
|
- |
-8- 0.03% |
$218 - $254
|
24.8K
$821K
|
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
3.35K+ 111.64% |
$91.4K - $106K
|
6.35K
$211K
|
|
|
Aug 14, 2025
Q2 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-6.83K- 2.63% |
$186K - $217K
|
253K
$8.39M
|
|
|
Aug 14, 2025
Q2 2025
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-13.1K- 29.31% |
$358K - $417K
|
31.6K
$1.05M
|
|
|
Aug 14, 2025
Q2 2025
|
Old Mission Capital LLC
|
BUY
|
- |
6.72KNew |
$184K - $214K
|
6.72K
$223K
|
|
|
Aug 14, 2025
Q2 2025
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
64.6K+ 4.17% |
$1.76M - $2.05M
|
1.61M
$53.5M
|
|
|
Aug 14, 2025
Q2 2025
|
Money Concepts Capital Corp
|
SELL
|
- |
-41.1K- 11.06% |
$1.12M - $1.31M
|
331K
$11M
|
|
|
Aug 14, 2025
Q2 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
178K+ 7.67% |
$4.85M - $5.65M
|
2.5M
$82.8M
|
|
|
Aug 14, 2025
Q2 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
341K+ 11.59% |
$9.31M - $10.8M
|
3.28M
$109M
|
|
|
Aug 14, 2025
Q2 2025
|
Heritage Wealth Management, Inc.
Cincinnati, OH |
SELL
|
- |
-2.66K- 7.17% |
$72.6K - $84.6K
|
34.4K
$1.14M
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-2.86K- 37.28% |
$78.1K - $91K
|
4.82K
$160K
|
|
|
Aug 14, 2025
Q2 2025
|
Brinker Capital Investments, LLC
|
BUY
|
- |
2.77K+ 3.9% |
$75.5K - $87.9K
|
73.7K
$2.44M
|
|
|
Aug 14, 2025
Q2 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
31.7K+ 5.72% |
$866K - $1.01M
|
586K
$19.4M
|
|
|
Aug 14, 2025
Q2 2025
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
SELL
|
- |
-453- 1.15% |
$12.4K - $14.4K
|
38.9K
$1.29M
|
|
|
Aug 14, 2025
Q2 2025
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
33.6KNew |
$918K - $1.07M
|
33.6K
$1.12M
|
|
|
Aug 14, 2025
Q2 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-880- 1.72% |
$24K - $28K
|
50.3K
$1.67M
|
|
|
Aug 14, 2025
Q2 2025
|
Sequent Planning LLC
Omaha, NE |
BUY
|
- |
8.46KNew |
$231K - $269K
|
8.46K
$280K
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
255K+ 7.41% |
$6.97M - $8.12M
|
3.7M
$123M
|
|
|
Aug 14, 2025
Q2 2025
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
BUY
|
- |
231+ 2.49% |
$6.31K - $7.35K
|
9.5K
$315K
|
|
|
Aug 14, 2025
Q2 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
134K+ 7.69% |
$3.65M - $4.25M
|
1.87M
$62M
|
|
|
Aug 14, 2025
Q2 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
3.9K+ 10.25% |
$106K - $124K
|
42K
$1.39M
|
|
|
Aug 14, 2025
Q2 2025
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-8.63K- 18.28% |
$236K - $274K
|
38.6K
$1.28M
|
|
|
Aug 14, 2025
Q2 2025
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
SELL
|
- |
-44.4K- 19.91% |
$1.21M - $1.41M
|
179K
$5.93M
|