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 |
|---|---|---|---|---|---|---|---|
|
May 14, 2025
Q1 2025
|
Gkv Capital Management Co., Inc.
Walnut Creek, CA |
BUY
|
- |
136New |
$3.99K - $4.26K
|
136
$4.57K
|
|
|
May 14, 2025
Q1 2025
|
Heritage Wealth Partners, LLC
Dublin, OH |
BUY
|
- |
658+ 8.5% |
$19.3K - $20.6K
|
8.4K
$282K
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
160New |
$4.69K - $5.01K
|
160
$5.38K
|
|
|
May 13, 2025
Q1 2025
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
3.7KNew |
$109K - $116K
|
3.7K
$124K
|
|
|
May 12, 2025
Q1 2025
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
45.3K+ 76.81% |
$1.33M - $1.42M
|
104K
$3.5M
|
|
|
May 12, 2025
Q1 2025
|
Townsquare Capital LLC
|
BUY
|
- |
3.75K+ 0.55% |
$110K - $117K
|
683K
$22.9M
|
|
|
May 12, 2025
Q1 2025
|
Nicholson Wealth Management Group, LLC
Charlestown, SC |
BUY
|
- |
89+ 0.73% |
$2.61K - $2.79K
|
12.3K
$415K
|
|
|
May 09, 2025
Q1 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
82.7KNew |
$2.43M - $2.59M
|
82.7K
$2.78M
|
|
|
May 09, 2025
Q1 2025
|
Financial Connections Group, Inc.
|
SELL
|
- |
-2.15K- 84.04% |
$63K - $67.3K
|
408
$13.7K
|
|
|
May 09, 2025
Q1 2025
|
Kickstand Ventures, Llc.
Pittsford, NY |
BUY
|
- |
157KNew |
$4.6M - $4.91M
|
157K
$5.27M
|
|
|
May 08, 2025
Q1 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
929+ 491.53% |
$27.3K - $29.1K
|
1.12K
$37.6K
|
|
|
May 07, 2025
Q1 2025
|
Brio Consultants, LLC
|
BUY
|
- |
16KNew |
$469K - $501K
|
16K
$538K
|
|
|
May 07, 2025
Q1 2025
|
Indie Asset Partners, LLC
Carmel, IN |
SELL
|
- |
-725- 6.77% |
$21.3K - $22.7K
|
9.99K
$336K
|
|
|
May 07, 2025
Q1 2025
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
55New |
$1.61K - $1.72K
|
55
$1.85K
|
|
|
May 06, 2025
Q1 2025
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-1.42K- 9.14% |
$41.8K - $44.6K
|
14.2K
$476K
|
|
|
May 01, 2025
Q1 2025
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
3KNew |
$88K - $93.9K
|
3K
$101K
|
|
|
May 01, 2025
Q1 2025
|
Lane & Associates LLC
Moorestown, NJ |
BUY
|
- |
12K+ 30.9% |
$353K - $377K
|
51K
$1.71M
|
|
|
May 01, 2025
Q1 2025
|
Valued Wealth Advisors LLC
Holladay, UT |
SELL
|
- |
-27- 2.7% |
$792 - $845
|
973
$32.7K
|
|
|
May 01, 2025
Q1 2025
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
1KNew |
$29.3K - $31.3K
|
1K
$33.6K
|
|
|
Apr 28, 2025
Q1 2025
|
Simpli Fi, Inc.
|
SELL
|
- |
-368K- 96.75% |
$10.8M - $11.5M
|
12.3K
$415K
|
|
|
Apr 25, 2025
Q1 2025
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
260New |
$7.63K - $8.14K
|
260
$8.74K
|
|
|
Apr 25, 2025
Q1 2025
|
Naviter Wealth, LLC
|
BUY
|
- |
18.4K+ 6.83% |
$540K - $576K
|
288K
$9.68M
|
|
|
Apr 22, 2025
Q1 2025
|
Brendel Financial Advisors LLC
|
BUY
|
- |
20.3KNew |
$596K - $636K
|
20.3K
$682K
|
|
|
Apr 21, 2025
Q1 2025
|
Higgins & Schmidt Wealth Strategies LLC
Denver, CO |
SELL
|
- |
-7.68K- 10.75% |
$225K - $241K
|
63.8K
$2.14M
|
|
|
Apr 18, 2025
Q1 2025
|
Mayfair Advisory Group, LLC
Birmingham, AL |
SELL
|
- |
-500- 6.62% |
$14.7K - $15.7K
|
7.05K
$237K
|
|
|
Apr 17, 2025
Q1 2025
|
Orba Wealth Advisors, L.L.C.
Chicago, IL |
BUY
|
- |
7.2KNew |
$211K - $225K
|
7.2K
$242K
|
|
|
Apr 16, 2025
Q1 2025
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-942- 38.62% |
$27.6K - $29.5K
|
1.5K
$50.3K
|
|
|
Apr 16, 2025
Q1 2025
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
2.12K+ 16.55% |
$62.1K - $66.3K
|
14.9K
$501K
|
|
|
Apr 16, 2025
Q1 2025
|
Bernard Wealth Management Corp.
Royal Oak, MI |
SELL
|
- |
-1.2K- 57.89% |
$35.2K - $37.6K
|
873
$29.3K
|
|
|
Apr 16, 2025
Q1 2025
|
New Century Financial Group, LLC
Princeton, NJ |
SELL
|
- |
-14.5K- 46.04% |
$425K - $454K
|
17K
$571K
|
|
|
Apr 15, 2025
Q1 2025
|
Noble Wealth Management Pbc
Greenwood Village, CO |
BUY
|
- |
2.07K+ 1.83% |
$60.8K - $64.8K
|
115K
$3.88M
|
|
|
Apr 14, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-14.3K- 96.63% |
$421K - $449K
|
500
$16.8K
|
|
|
Apr 14, 2025
Q1 2025
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-2.2K- 13.7% |
$64.7K - $69K
|
13.9K
$467K
|
|
|
Apr 10, 2025
Q1 2025
|
Accel Wealth Management
|
BUY
|
- |
6.92KNew |
$203K - $217K
|
6.92K
$232K
|
|
|
Apr 03, 2025
Q1 2025
|
First Hawaiian Bank
|
BUY
|
- |
80.6K+ 82.92% |
$2.37M - $2.52M
|
178K
$5.98M
|
|
| Q4 2024 | |||||||
|
Feb 28, 2025
Q4 2024
|
Park Square Financial Group, LLC
Roswell, GA |
BUY
|
- |
5New |
$149 - $154
|
5
$168
|
|
|
Feb 14, 2025
Q4 2024
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
80New |
$2.38K - $2.46K
|
80
$2.69K
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
715New |
$21.3K - $22K
|
715
$24K
|
|
|
Feb 14, 2025
Q4 2024
|
Owen La Rue, LLC
Elizabethtown, KY |
BUY
|
- |
1.5K+ 10.71% |
$44.6K - $46.2K
|
15.5K
$521K
|
|
|
Feb 13, 2025
Q4 2024
|
Defined Financial Planning LLC
San Rafael, CA |
BUY
|
- |
93.2KNew |
$2.77M - $2.87M
|
93.2K
$3.13M
|
|
|
Feb 13, 2025
Q4 2024
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
60New |
$1.78K - $1.85K
|
60
$2.02K
|
|
|
Feb 12, 2025
Q4 2024
|
Private Portfolio Partners LLC
|
BUY
|
- |
3.05K+ 29.06% |
$90.6K - $93.9K
|
13.5K
$455K
|
|
|
Feb 12, 2025
Q4 2024
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
BUY
|
- |
19.4KNew |
$577K - $598K
|
19.4K
$652K
|
|
|
Feb 12, 2025
Q4 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
8.82K+ 179.23% |
$262K - $272K
|
13.7K
$462K
|
|
|
Feb 11, 2025
Q4 2024
|
Runnymede Capital Advisors, Inc.
Dublin, OH |
BUY
|
- |
11.7KNew |
$348K - $361K
|
11.7K
$393K
|
|
|
Feb 07, 2025
Q4 2024
|
Hexagon Capital Partners LLC
|
BUY
|
- |
631New |
$18.8K - $19.4K
|
631
$21.2K
|
|
|
Feb 07, 2025
Q4 2024
|
Prosperity Financial Group, Inc.
San Ramon, CA |
SELL
|
- |
-1.48K- 16.45% |
$43.9K - $45.4K
|
7.49K
$252K
|
|
|
Feb 06, 2025
Q4 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
770New |
$22.9K - $23.7K
|
770
$25.9K
|
|
|
Feb 04, 2025
Q4 2024
|
Edge Capital Group, LLC
|
BUY
|
- |
22.8K+ 11.51% |
$677K - $702K
|
221K
$7.42M
|
|
|
Feb 04, 2025
Q4 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
12.1K+ 10.89% |
$360K - $373K
|
123K
$4.15M
|
|