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 |
---|---|---|---|---|---|---|---|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
16.9K+ 11.06% |
$476K - $507K
|
170K
$5.12M
|
|
Oct 17, 2024
Q3 2024
|
Madrona Financial Services, LLC
|
BUY
|
- |
51.3K+ 63.25% |
$1.44M - $1.53M
|
132K
$3.98M
|
|
Oct 17, 2024
Q3 2024
|
Merit Financial Group, LLC
|
SELL
|
- |
-6.6K- 13.27% |
$185K - $197K
|
43.1K
$1.3M
|
|
Oct 17, 2024
Q3 2024
|
Accurate Wealth Management, LLC
|
BUY
|
- |
158+ 2.06% |
$4.44K - $4.72K
|
7.82K
$235K
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
40.3K+ 6.58% |
$1.13M - $1.2M
|
653K
$19.6M
|
|
Oct 17, 2024
Q3 2024
|
Precedent Wealth Partners, LLC
Houston, TX |
BUY
|
- |
32.5KNew |
$912K - $970K
|
32.5K
$976K
|
|
Oct 17, 2024
Q3 2024
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
3.31KNew |
$92.9K - $98.8K
|
3.31K
$99.4K
|
|
Oct 17, 2024
Q3 2024
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
44K+ 234.37% |
$1.24M - $1.32M
|
62.8K
$1.89M
|
|
Oct 16, 2024
Q3 2024
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
578K+ 134.47% |
$16.2M - $17.3M
|
1.01M
$30.3M
|
|
Oct 16, 2024
Q3 2024
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
4.17K+ 14.61% |
$117K - $125K
|
32.7K
$984K
|
|
Oct 16, 2024
Q3 2024
|
Good Life Advisors, LLC
|
BUY
|
- |
62.1K+ 7.99% |
$1.75M - $1.86M
|
840K
$25.3M
|
|
Oct 16, 2024
Q3 2024
|
Drake & Associates, LLC
Waukesha, WI |
BUY
|
- |
13.7K+ 3.7% |
$384K - $408K
|
383K
$11.5M
|
|
Oct 16, 2024
Q3 2024
|
Sweet Financial Partners, LLC
|
SELL
|
- |
-4.13K- 4.62% |
$116K - $123K
|
85.4K
$2.57M
|
|
Oct 16, 2024
Q3 2024
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
11.8K+ 44.03% |
$332K - $353K
|
38.6K
$1.16M
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
9.9K+ 27.2% |
$278K - $296K
|
46.3K
$1.39M
|
|
Oct 16, 2024
Q3 2024
|
Naviter Wealth, LLC
|
BUY
|
- |
18.7K+ 7.61% |
$525K - $559K
|
264K
$7.95M
|
|
Oct 16, 2024
Q3 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
50.5K+ 14.1% |
$1.42M - $1.51M
|
408K
$12.3M
|
|
Oct 16, 2024
Q3 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-125K- 16.42% |
$3.52M - $3.74M
|
637K
$19.2M
|
|
Oct 16, 2024
Q3 2024
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-1.38K- 15.44% |
$38.6K - $41.1K
|
7.53K
$227K
|
|
Oct 16, 2024
Q3 2024
|
Onyx Bridge Wealth Group LLC
|
SELL
|
- |
-168- 0.18% |
$4.72K - $5.02K
|
95.7K
$2.88M
|
|
Oct 16, 2024
Q3 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
1.22K+ 3.25% |
$34.3K - $36.4K
|
38.7K
$1.16M
|
|
Oct 16, 2024
Q3 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
6.49K+ 20.04% |
$182K - $194K
|
38.9K
$1.17M
|
|
Oct 15, 2024
Q3 2024
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
117K+ 457.26% |
$3.29M - $3.5M
|
143K
$4.3M
|
|
Oct 15, 2024
Q3 2024
|
Independent Wealth Network Inc.
|
BUY
|
- |
3.45K+ 11.34% |
$97.1K - $103K
|
33.9K
$1.02M
|
|
Oct 15, 2024
Q3 2024
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
7.55K+ 26.43% |
$212K - $226K
|
36.1K
$1.09M
|
|
Oct 15, 2024
Q3 2024
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
7.37K+ 43.65% |
$207K - $220K
|
24.2K
$729K
|
|
Oct 15, 2024
Q3 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
4.83K+ 37.11% |
$136K - $144K
|
17.9K
$537K
|
|
Oct 15, 2024
Q3 2024
|
Rda Financial Network
|
BUY
|
- |
1.54K+ 3.16% |
$43.4K - $46.1K
|
50.4K
$1.52M
|
|
Oct 15, 2024
Q3 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
8.33K+ 5.43% |
$234K - $249K
|
162K
$4.86M
|
|
Oct 15, 2024
Q3 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
13.5KNew |
$380K - $404K
|
13.5K
$407K
|
|
Oct 15, 2024
Q3 2024
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
BUY
|
- |
18.6KNew |
$523K - $557K
|
18.6K
$560K
|
|
Oct 15, 2024
Q3 2024
|
Tsfg, LLC
|
BUY
|
- |
14.4K+ 10.08% |
$406K - $432K
|
158K
$4.74M
|
|
Oct 15, 2024
Q3 2024
|
Pfg Advisors
|
BUY
|
- |
3.3K+ 13.46% |
$92.7K - $98.6K
|
27.8K
$837K
|
|
Oct 15, 2024
Q3 2024
|
Keystone Wealth Services, LLC
|
BUY
|
- |
35KNew |
$982K - $1.04M
|
35K
$1.05M
|
|
Oct 15, 2024
Q3 2024
|
Pcg Wealth Advisors, LLC
|
BUY
|
- |
3.24K+ 2.67% |
$91K - $96.8K
|
125K
$3.75M
|
|
Oct 15, 2024
Q3 2024
|
Prospect Financial Services LLC
Melville, NY |
BUY
|
- |
11.8KNew |
$332K - $353K
|
11.8K
$356K
|
|
Oct 11, 2024
Q3 2024
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-220K- 91.36% |
$6.2M - $6.59M
|
20.9K
$627K
|
|
Oct 11, 2024
Q3 2024
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
- |
50.9K+ 57.05% |
$1.43M - $1.52M
|
140K
$4.21M
|
|
Oct 11, 2024
Q3 2024
|
Adamsbrown Wealth Consultants LLC
|
BUY
|
- |
7.33KNew |
$206K - $219K
|
7.33K
$221K
|
|
Oct 11, 2024
Q3 2024
|
Vital Stone Financial, LLC
Shavano Park, TX |
SELL
|
- |
-26.6K- 23.99% |
$749K - $797K
|
84.4K
$2.54M
|
|
Oct 10, 2024
Q3 2024
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
30+ 0.09% |
$843 - $897
|
33.5K
$1.01M
|
|
Oct 10, 2024
Q3 2024
|
Focus Wealth Advisors, LLC
|
SELL
|
- |
-1.39K- 0.81% |
$39K - $41.5K
|
171K
$5.14M
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
15.7K+ 13.0% |
$442K - $470K
|
137K
$4.11M
|
|
Oct 10, 2024
Q3 2024
|
Lion Street Advisors, LLC
|
BUY
|
- |
151+ 0.3% |
$4.24K - $4.51K
|
50.2K
$1.51M
|
|
Oct 09, 2024
Q3 2024
|
Worth Asset Management, LLC
|
SELL
|
- |
-243- 2.71% |
$6.83K - $7.26K
|
8.73K
$263K
|
|
Oct 09, 2024
Q3 2024
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
404+ 18.26% |
$11.4K - $12.1K
|
2.62K
$78.7K
|
|
Oct 09, 2024
Q3 2024
|
Private Advisory Group LLC
Redmond, WA |
BUY
|
- |
911+ 2.69% |
$25.6K - $27.2K
|
34.8K
$1.05M
|
|
Oct 09, 2024
Q3 2024
|
Davies Financial Advisors, Inc.
Murrieta, CA |
SELL
|
- |
-12.8K- 54.91% |
$361K - $384K
|
10.5K
$317K
|
|
Oct 09, 2024
Q3 2024
|
Simplicity Wealth,Llc
|
SELL
|
- |
-378K- 82.42% |
$10.6M - $11.3M
|
80.6K
$2.42M
|
|
Oct 09, 2024
Q3 2024
|
Foguth Wealth Management, Llc.
Brighton, MI |
BUY
|
- |
12.9KNew |
$363K - $386K
|
12.9K
$388K
|