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 |
|---|---|---|---|---|---|---|---|
|
Jul 17, 2025
Q2 2025
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-6.56K- 16.35% |
$179K - $209K
|
33.5K
$1.07M
|
|
|
Jul 17, 2025
Q2 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
21KNew |
$572K - $666K
|
21K
$666K
|
|
|
Jul 17, 2025
Q2 2025
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
8.67K+ 5.99% |
$237K - $276K
|
153K
$4.87M
|
|
|
Jul 17, 2025
Q2 2025
|
Pmg Wealth Management, Inc.
Hawthorn Woods, IL |
BUY
|
- |
15.2K+ 6.57% |
$415K - $483K
|
247K
$7.84M
|
|
|
Jul 17, 2025
Q2 2025
|
Sound Income Strategies, LLC
|
SELL
|
- |
-448- 32.77% |
$12.2K - $14.2K
|
919
$29.2K
|
|
|
Jul 17, 2025
Q2 2025
|
Wolff Wiese Magana LLC
|
BUY
|
- |
305+ 12.78% |
$8.33K - $9.7K
|
2.69K
$85.6K
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-445K- 29.1% |
$12.2M - $14.2M
|
1.09M
$34.5M
|
|
|
Jul 17, 2025
Q2 2025
|
Alliance Wealth Advisors, LLC
|
SELL
|
- |
-1.41K- 5.2% |
$38.6K - $45K
|
25.8K
$819K
|
|
|
Jul 17, 2025
Q2 2025
|
Hcr Wealth Advisors
Los Angeles, CA |
BUY
|
- |
6.34KNew |
$173K - $202K
|
6.34K
$202K
|
|
|
Jul 17, 2025
Q2 2025
|
Centennial Wealth Advisory LLC
|
SELL
|
- |
-2.31K- 0.48% |
$63.1K - $73.5K
|
478K
$15.2M
|
|
|
Jul 17, 2025
Q2 2025
|
Cooper Financial Group
|
BUY
|
- |
25.7K+ 5.76% |
$702K - $818K
|
472K
$15M
|
|
|
Jul 16, 2025
Q2 2025
|
Essex Financial Services, Inc.
|
BUY
|
- |
2.39K+ 7.11% |
$65.1K - $75.8K
|
35.9K
$1.14M
|
|
|
Jul 16, 2025
Q2 2025
|
Cambridge Advisors Inc.
|
BUY
|
- |
3.67K+ 2.57% |
$100K - $117K
|
147K
$4.66M
|
|
|
Jul 16, 2025
Q2 2025
|
Falcon Wealth Planning
|
BUY
|
- |
200+ 0.24% |
$5.46K - $6.36K
|
82.8K
$2.63M
|
|
|
Jul 16, 2025
Q2 2025
|
Novem Group
Rochester, NY |
BUY
|
- |
11.2K+ 29.24% |
$305K - $356K
|
49.5K
$1.57M
|
|
|
Jul 16, 2025
Q2 2025
|
Independent Wealth Network Inc.
|
BUY
|
- |
3.9K+ 7.35% |
$107K - $124K
|
57K
$1.81M
|
|
|
Jul 16, 2025
Q2 2025
|
Michels Family Financial, LLC
Fort Worth, TX |
BUY
|
- |
2.38K+ 17.17% |
$64.8K - $75.5K
|
16.2K
$515K
|
|
|
Jul 16, 2025
Q2 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-57- 0.61% |
$1.56K - $1.81K
|
9.29K
$295K
|
|
|
Jul 15, 2025
Q2 2025
|
Five Pine Wealth Management
Coeur D Alene, ID |
SELL
|
- |
-11.1K- 8.79% |
$304K - $354K
|
115K
$3.67M
|
|
|
Jul 15, 2025
Q2 2025
|
Accurate Wealth Management, LLC
|
BUY
|
- |
32+ 0.37% |
$874 - $1.02K
|
8.74K
$278K
|
|
|
Jul 15, 2025
Q2 2025
|
Fifth Third Bancorp
|
SELL
|
- |
-2.07K- 76.7% |
$56.5K - $65.9K
|
629
$20K
|
|
|
Jul 15, 2025
Q2 2025
|
Lvz, Inc.
|
BUY
|
- |
253+ 1.05% |
$6.91K - $8.05K
|
24.3K
$771K
|
|
|
Jul 15, 2025
Q2 2025
|
Axis Wealth Partners, LLC
East Providence, RI |
BUY
|
- |
221+ 1.14% |
$6.03K - $7.03K
|
19.6K
$622K
|
|
|
Jul 15, 2025
Q2 2025
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-24.5K- 8.59% |
$670K - $780K
|
261K
$8.3M
|
|
|
Jul 15, 2025
Q2 2025
|
Pitti Group Wealth Management, LLC
|
BUY
|
- |
34+ 0.44% |
$928 - $1.08K
|
7.7K
$245K
|
|
|
Jul 15, 2025
Q2 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
18K+ 46.31% |
$490K - $571K
|
56.8K
$1.8M
|
|
|
Jul 15, 2025
Q2 2025
|
Santori & Peters, Inc.
|
SELL
|
- |
-296- 0.95% |
$8.08K - $9.41K
|
30.7K
$977K
|
|
|
Jul 15, 2025
Q2 2025
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
143+ 0.81% |
$3.9K - $4.55K
|
17.9K
$568K
|
|
|
Jul 15, 2025
Q2 2025
|
Traction Financial Partners, LLC
Littleton, CO |
BUY
|
- |
6.48KNew |
$177K - $206K
|
6.48K
$206K
|
|
|
Jul 15, 2025
Q2 2025
|
Armis Advisers, LLC
Atlanta, GA |
SELL
|
- |
-16.6K- 16.45% |
$453K - $527K
|
84.3K
$2.68M
|
|
|
Jul 15, 2025
Q2 2025
|
Maridea Wealth Management LLC
Brooklyn, NY |
BUY
|
- |
46.3K+ 61.44% |
$1.26M - $1.47M
|
122K
$3.87M
|
|
|
Jul 14, 2025
Q2 2025
|
Iams Wealth Management, LLC
Omaha, NE |
SELL
|
- |
-46.7K- 27.16% |
$1.27M - $1.48M
|
125K
$3.98M
|
|
|
Jul 14, 2025
Q2 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
18.4K+ 26.29% |
$502K - $584K
|
88.3K
$2.81M
|
|
|
Jul 14, 2025
Q2 2025
|
Able Financial Group, LLC
Scottsdale, AZ |
SELL
|
- |
-37.6K- 67.31% |
$1.03M - $1.2M
|
18.3K
$581K
|
|
|
Jul 14, 2025
Q2 2025
|
Masso Torrence Wealth Management Inc.
|
BUY
|
- |
440+ 6.37% |
$12K - $14K
|
7.35K
$234K
|
|
|
Jul 14, 2025
Q2 2025
|
Lighthouse Wealth Management Inc.
Ashland, OH |
BUY
|
- |
30+ 0.11% |
$819 - $954
|
28.3K
$900K
|
|
|
Jul 14, 2025
Q2 2025
|
Chris Bulman Inc
Roseville, CA |
SELL
|
- |
-71.5K- 25.08% |
$1.95M - $2.28M
|
214K
$6.8M
|
|
|
Jul 14, 2025
Q2 2025
|
Iron Oak Wealth Llc.
Cedar Park, TX |
SELL
|
- |
-101K- 92.17% |
$2.74M - $3.2M
|
8.54K
$271K
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
351+ 22.85% |
$9.58K - $11.2K
|
1.89K
$60K
|
|
|
Jul 14, 2025
Q2 2025
|
Signature Securities Group Corporation
|
SELL
|
- |
-2.42K- 2.73% |
$66.1K - $77.1K
|
86.3K
$2.74M
|
|
|
Jul 11, 2025
Q2 2025
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-1.47K- 16.71% |
$40.2K - $46.8K
|
7.33K
$233K
|
|
|
Jul 11, 2025
Q2 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-131K- 82.34% |
$3.58M - $4.17M
|
28.1K
$894K
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-86.6K- 28.36% |
$2.36M - $2.75M
|
219K
$6.95M
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
577K+ 20.65% |
$15.7M - $18.3M
|
3.37M
$107M
|
|
|
Jul 10, 2025
Q2 2025
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
430+ 1.05% |
$11.7K - $13.7K
|
41.6K
$1.32M
|
|
|
Jul 10, 2025
Q2 2025
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-8.43K- 36.37% |
$230K - $268K
|
14.7K
$469K
|
|
|
Jul 10, 2025
Q2 2025
|
Worth Asset Management, LLC
|
BUY
|
- |
15.7K+ 174.02% |
$429K - $500K
|
24.7K
$787K
|
|
|
Jul 09, 2025
Q2 2025
|
Hfg Wealth Management, LLC
The Woodlands, TX |
SELL
|
- |
-7.8K- 3.89% |
$213K - $248K
|
193K
$6.13M
|
|
|
Jul 09, 2025
Q2 2025
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
SELL
|
- |
-3.16K- 0.57% |
$86.3K - $100K
|
554K
$17.6M
|
|
|
Jul 09, 2025
Q2 2025
|
Heritage Wealth Architects, Inc.
Mendota Heights, MN |
BUY
|
- |
117KNew |
$3.18M - $3.7M
|
117K
$3.7M
|