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 |
|---|---|---|---|---|---|---|---|
|
Feb 02, 2024
Q4 2023
|
Valmark Advisers, Inc.
|
BUY
|
- |
71.1K+ 377.24% |
$1.69M - $1.89M
|
90K
$2.76M
|
|
|
Jan 30, 2024
Q4 2023
|
Scissortail Wealth Management, LLC
Tulsa, OK |
BUY
|
- |
14.2KNew |
$336K - $377K
|
14.2K
$435K
|
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
80.4K+ 45.69% |
$1.91M - $2.14M
|
256K
$7.87M
|
|
|
Jan 23, 2024
Q4 2023
|
Beacon Financial Advisory LLC
|
BUY
|
- |
70.5K+ 159.82% |
$1.67M - $1.88M
|
115K
$3.52M
|
|
|
Jan 18, 2024
Q4 2023
|
Procyon Advisors, LLC
|
BUY
|
- |
7.83KNew |
$186K - $208K
|
7.83K
$240K
|
|
|
Jan 12, 2024
Q4 2023
|
Wealthsource Partners, LLC
|
BUY
|
- |
13.4KNew |
$317K - $355K
|
13.4K
$410K
|
|
|
Jan 12, 2024
Q4 2023
|
Kure Advisory, LLC
Plymouth, MN |
BUY
|
- |
69.4K+ 23.1% |
$1.65M - $1.85M
|
370K
$11.4M
|
|
|
Jan 10, 2024
Q4 2023
|
Wealth Alliance Advisory Group, LLC
|
BUY
|
- |
10.2K+ 3.8% |
$243K - $272K
|
280K
$8.59M
|
|
|
Jan 08, 2024
Q4 2023
|
Castle Rock Wealth Management, LLC
|
SELL
|
- |
-250- 2.83% |
$5.93K - $6.65K
|
8.59K
$264K
|
|
| Q3 2023 | |||||||
|
Nov 15, 2023
Q3 2023
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-1.82K- 47.57% |
$44.5K - $46.7K
|
2.01K
$61.6K
|
|
|
Nov 15, 2023
Q3 2023
|
Gts Securities LLC
New York, NY |
BUY
|
- |
31.3KNew |
$763K - $802K
|
31.3K
$960K
|
|
|
Nov 13, 2023
Q3 2023
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
13.4KNew |
$327K - $344K
|
13.4K
$412K
|
|
|
Nov 13, 2023
Q3 2023
|
Truadvice, LLC
Sarasota, FL |
BUY
|
- |
4.32K+ 2.64% |
$105K - $111K
|
168K
$5.15M
|
|
|
Nov 08, 2023
Q3 2023
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-27.8K- 56.67% |
$677K - $711K
|
21.2K
$652K
|
|
|
Nov 06, 2023
Q3 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
1.49K+ 5.52% |
$36.2K - $38K
|
28.4K
$871K
|
|
|
Nov 06, 2023
Q3 2023
|
Ascension Capital Advisors, Inc.
Houston, TX |
BUY
|
- |
311K+ 756.99% |
$7.59M - $7.97M
|
352K
$10.8M
|
|
|
Nov 06, 2023
Q3 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
2KNew |
$48.8K - $51.2K
|
2K
$61.4K
|
|
|
Oct 31, 2023
Q3 2023
|
Bigelow Investment Advisors, LLC
|
BUY
|
- |
8.75K+ 20.19% |
$214K - $224K
|
52.1K
$1.6M
|
|
|
Oct 30, 2023
Q3 2023
|
Sanctuary Wealth Management, L.L.C.
|
BUY
|
- |
835+ 17.89% |
$20.4K - $21.4K
|
5.5K
$169K
|
|
|
Oct 26, 2023
Q3 2023
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-5- 0.06% |
$122 - $128
|
8.4K
$258K
|
|
|
Oct 18, 2023
Q3 2023
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-800- 8.64% |
$19.5K - $20.5K
|
8.46K
$260K
|
|
|
Oct 16, 2023
Q3 2023
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
SELL
|
- |
-87.1K- 85.57% |
$2.13M - $2.23M
|
14.7K
$451K
|
|
|
Oct 10, 2023
Q3 2023
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
59.3K+ 31.21% |
$1.45M - $1.52M
|
249K
$7.65M
|
|
| Q2 2023 | |||||||
|
Oct 30, 2023
Q2 2023
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
PUT |
143KNew |
$3.33M - $3.59M
|
143K
$4.4M
|
|
|
Aug 09, 2023
Q2 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
570New |
$13.2K - $14.3K
|
570
$17.5K
|
|
|
Aug 07, 2023
Q2 2023
|
Second Half Financial Partners, LLC
Sebring, FL |
BUY
|
- |
158KNew |
$3.66M - $3.95M
|
158K
$4.84M
|
|
|
Aug 04, 2023
Q2 2023
|
Schubert & CO
|
BUY
|
- |
12.2KNew |
$284K - $306K
|
12.2K
$376K
|
|
|
Jul 17, 2023
Q2 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
109New |
$2.53K - $2.73K
|
109
$3.35K
|
|
| Q1 2023 | |||||||
|
May 12, 2023
Q1 2023
|
Quantitative Advantage, LLC
Minnetonka, MN |
SELL
|
- |
-8.58K- 8.42% |
$189K - $202K
|
93.3K
$2.86M
|
|
|
May 02, 2023
Q1 2023
|
True Capital Management
San Francisco, CA |
BUY
|
- |
11.4KNew |
$251K - $268K
|
11.4K
$349K
|
|
|
Apr 24, 2023
Q1 2023
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
12.5K+ 25.81% |
$275K - $294K
|
60.7K
$1.86M
|
|
| Q4 2022 | |||||||
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
925+ 100.0% |
$19.2K - $21.3K
|
1.85K
$56.8K
|
|
|
Feb 07, 2023
Q4 2022
|
Davidson Capital Management Inc.
Corpus Christi, TX |
SELL
|
- |
-70.8K- 97.5% |
$1.47M - $1.63M
|
1.81K
$55.7K
|
|
| Q3 2022 | |||||||
|
Nov 15, 2022
Q3 2022
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-300- 86.21% |
$6.25K - $6.99K
|
48
$1.47K
|
|
|
Nov 14, 2022
Q3 2022
|
Financial Partners Group, Inc
Overland Park, KS |
SELL
|
- |
-316K- 93.16% |
$6.58M - $7.36M
|
23.2K
$712K
|
|
|
Nov 04, 2022
Q3 2022
|
V Wealth Advisors LLC
|
BUY
|
- |
12.8K+ 125.74% |
$267K - $299K
|
23K
$707K
|
|
|
Oct 27, 2022
Q3 2022
|
Asset Dedication, LLC
|
BUY
|
- |
1.66KNew |
$34.6K - $38.7K
|
1.66K
$51K
|
|
|
Oct 26, 2022
Q3 2022
|
Prw Wealth Management LLC
|
BUY
|
- |
1.47K+ 1.44% |
$30.6K - $34.1K
|
103K
$3.17M
|
|
| Q2 2022 | |||||||
|
Oct 17, 2024
Q2 2022
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
4.49K+ 23.85% |
$94K - $107K
|
23.3K
$716K
|
|
|
Aug 15, 2022
Q2 2022
|
Wolverine Trading, LLC
Chicago, IL |
SELL
|
- |
-32.9KClosed |
$687K - $785K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
55 I, LLC
Boston, MA |
SELL
|
- |
-10.1KClosed |
$212K - $242K
|
0
$0
|
|
|
Aug 09, 2022
Q2 2022
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-168K- 75.3% |
$3.51M - $4.01M
|
55K
$1.69M
|
|
|
Aug 04, 2022
Q2 2022
|
Gw Henssler & Associates LTD
|
SELL
|
- |
-250K- 10.24% |
$5.23M - $5.97M
|
2.19M
$67.2M
|
|
|
Aug 04, 2022
Q2 2022
|
Tru Independence LLC
|
SELL
|
- |
-15.1KClosed |
$317K - $362K
|
0
$0
|
|
|
Aug 02, 2022
Q2 2022
|
Triumph Capital Management
|
SELL
|
- |
-29.1KClosed |
$608K - $695K
|
0
$0
|
|
|
Jul 26, 2022
Q2 2022
|
Bouchey Financial Group LTD
|
BUY
|
- |
102KNew |
$2.13M - $2.43M
|
102K
$3.12M
|
|
|
Jul 22, 2022
Q2 2022
|
Black Diamond Wealth Management Inc.
|
SELL
|
- |
-83.6KClosed |
$1.75M - $2M
|
0
$0
|
|
|
Jul 18, 2022
Q2 2022
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-8.55KClosed |
$179K - $204K
|
0
$0
|
|
|
Jul 11, 2022
Q2 2022
|
Bka Wealth Consulting, Inc.
|
SELL
|
- |
-16KClosed |
$335K - $383K
|
0
$0
|
|
| Q1 2022 | |||||||
|
May 13, 2022
Q1 2022
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
117New |
$2.63K - $2.82K
|
117
$3.59K
|
|