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 15, 2024
Q1 2024
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
10+ 0.98% |
$263 - $280
|
1.04K
$34.8K
|
|
|
May 15, 2024
Q1 2024
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
465KNew |
$12.2M - $13M
|
465K
$15.6M
|
|
|
May 15, 2024
Q1 2024
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
10.6KNew |
$278K - $295K
|
10.6K
$355K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
250K+ 19.75% |
$6.57M - $6.98M
|
1.51M
$50.9M
|
|
|
May 14, 2024
Q1 2024
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
SELL
|
- |
-2.5K- 22.03% |
$65.8K - $69.9K
|
8.85K
$297K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
2.92M+ 444.58% |
$76.8M - $81.6M
|
3.58M
$120M
|
|
|
May 13, 2024
Q1 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
30New |
$789 - $839
|
30
$1.01K
|
|
|
May 10, 2024
Q1 2024
|
Imprint Wealth LLC
Mount Pleasant, SC |
BUY
|
- |
12.5KNew |
$329K - $350K
|
12.5K
$420K
|
|
|
May 10, 2024
Q1 2024
|
Citigroup Inc
|
BUY
|
- |
1.6KNew |
$42.1K - $44.7K
|
1.6K
$53.8K
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
37.7K+ 26.69% |
$992K - $1.05M
|
179K
$6.02M
|
|
|
Apr 30, 2024
Q1 2024
|
Retirement Group, LLC
|
BUY
|
- |
6.11KNew |
$161K - $171K
|
6.11K
$205K
|
|
|
Apr 22, 2024
Q1 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
123KNew |
$3.23M - $3.44M
|
123K
$4.13M
|
|
|
Apr 12, 2024
Q1 2024
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
73.4KNew |
$1.93M - $2.05M
|
73.4K
$2.47M
|
|
| Q4 2023 | |||||||
|
Jun 26, 2024
Q4 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
1K+ 55.56% |
$23.7K - $26.6K
|
2.8K
$94.1K
|
|
|
Feb 14, 2024
Q4 2023
|
Lm Advisors LLC
San Diego, CA |
BUY
|
- |
840New |
$19.9K - $22.3K
|
840
$28.2K
|
|
|
Feb 12, 2024
Q4 2023
|
F Dx Advisors, Inc.
|
SELL
|
- |
-17.1K- 3.67% |
$405K - $454K
|
448K
$15.1M
|
|
|
Feb 09, 2024
Q4 2023
|
Covestor LTD
Boston, MA |
BUY
|
- |
270New |
$6.4K - $7.18K
|
270
$9.07K
|
|
|
Feb 08, 2024
Q4 2023
|
Curi Wealth Management, LLC
|
BUY
|
- |
12.1KNew |
$288K - $323K
|
12.1K
$408K
|
|
|
Feb 02, 2024
Q4 2023
|
Valmark Advisers, Inc.
|
BUY
|
- |
71.1K+ 377.24% |
$1.69M - $1.89M
|
90K
$3.02M
|
|
|
Jan 30, 2024
Q4 2023
|
Scissortail Wealth Management, LLC
Tulsa, OK |
BUY
|
- |
14.2KNew |
$336K - $377K
|
14.2K
$477K
|
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
80.4K+ 45.69% |
$1.91M - $2.14M
|
256K
$8.62M
|
|
|
Jan 23, 2024
Q4 2023
|
Beacon Financial Advisory LLC
|
BUY
|
- |
70.5K+ 159.82% |
$1.67M - $1.88M
|
115K
$3.85M
|
|
|
Jan 18, 2024
Q4 2023
|
Procyon Advisors, LLC
|
BUY
|
- |
7.83KNew |
$186K - $208K
|
7.83K
$263K
|
|
|
Jan 12, 2024
Q4 2023
|
Kure Advisory, LLC
Plymouth, MN |
BUY
|
- |
69.4K+ 23.1% |
$1.65M - $1.85M
|
370K
$12.4M
|
|
|
Jan 12, 2024
Q4 2023
|
Wealthsource Partners, LLC
|
BUY
|
- |
13.4KNew |
$317K - $355K
|
13.4K
$449K
|
|
|
Jan 10, 2024
Q4 2023
|
Wealth Alliance Advisory Group, LLC
|
BUY
|
- |
10.2K+ 3.8% |
$243K - $272K
|
280K
$9.41M
|
|
|
Jan 08, 2024
Q4 2023
|
Castle Rock Wealth Management, LLC
|
SELL
|
- |
-250- 2.83% |
$5.93K - $6.65K
|
8.59K
$289K
|
|
| Q3 2023 | |||||||
|
Nov 15, 2023
Q3 2023
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-1.82K- 47.57% |
$44.5K - $46.7K
|
2.01K
$67.5K
|
|
|
Nov 15, 2023
Q3 2023
|
Gts Securities LLC
New York, NY |
BUY
|
- |
31.3KNew |
$763K - $802K
|
31.3K
$1.05M
|
|
|
Nov 13, 2023
Q3 2023
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
13.4KNew |
$327K - $344K
|
13.4K
$451K
|
|
|
Nov 13, 2023
Q3 2023
|
Truadvice, LLC
Sarasota, FL |
BUY
|
- |
4.32K+ 2.64% |
$105K - $111K
|
168K
$5.64M
|
|
|
Nov 08, 2023
Q3 2023
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-27.8K- 56.67% |
$677K - $711K
|
21.2K
$714K
|
|
|
Nov 06, 2023
Q3 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
2KNew |
$48.8K - $51.2K
|
2K
$67.2K
|
|
|
Nov 06, 2023
Q3 2023
|
Ascension Capital Advisors, Inc.
Houston, TX |
BUY
|
- |
311K+ 756.99% |
$7.59M - $7.97M
|
352K
$11.8M
|
|
|
Oct 30, 2023
Q3 2023
|
Sanctuary Wealth Management, L.L.C.
|
BUY
|
- |
835+ 17.89% |
$20.4K - $21.4K
|
5.5K
$185K
|
|
|
Oct 26, 2023
Q3 2023
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-5- 0.06% |
$122 - $128
|
8.4K
$282K
|
|
|
Oct 16, 2023
Q3 2023
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
SELL
|
- |
-87.1K- 85.57% |
$2.13M - $2.23M
|
14.7K
$494K
|
|
|
Oct 10, 2023
Q3 2023
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
59.3K+ 31.21% |
$1.45M - $1.52M
|
249K
$8.38M
|
|
| Q2 2023 | |||||||
|
Oct 30, 2023
Q2 2023
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
PUT |
143KNew |
$3.33M - $3.59M
|
143K
$4.82M
|
|
|
Aug 09, 2023
Q2 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
570New |
$13.2K - $14.3K
|
570
$19.2K
|
|
|
Aug 07, 2023
Q2 2023
|
Second Half Financial Partners, LLC
Sebring, FL |
BUY
|
- |
158KNew |
$3.66M - $3.95M
|
158K
$5.3M
|
|
|
Aug 04, 2023
Q2 2023
|
Schubert & CO
|
BUY
|
- |
12.2KNew |
$284K - $306K
|
12.2K
$411K
|
|
|
Jul 17, 2023
Q2 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
109New |
$2.53K - $2.73K
|
109
$3.66K
|
|
| Q1 2023 | |||||||
|
May 12, 2023
Q1 2023
|
Quantitative Advantage, LLC
Minnetonka, MN |
SELL
|
- |
-8.58K- 8.42% |
$189K - $202K
|
93.3K
$3.14M
|
|
|
May 02, 2023
Q1 2023
|
True Capital Management
San Francisco, CA |
BUY
|
- |
11.4KNew |
$251K - $268K
|
11.4K
$383K
|
|
|
Apr 24, 2023
Q1 2023
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
12.5K+ 25.81% |
$275K - $294K
|
60.7K
$2.04M
|
|
| Q4 2022 | |||||||
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
925+ 100.0% |
$19.2K - $21.3K
|
1.85K
$62.2K
|
|
|
Feb 07, 2023
Q4 2022
|
Davidson Capital Management Inc.
Corpus Christi, TX |
SELL
|
- |
-70.8K- 97.5% |
$1.47M - $1.63M
|
1.81K
$61K
|
|
| Q3 2022 | |||||||
|
Nov 15, 2022
Q3 2022
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-300- 86.21% |
$6.25K - $6.99K
|
48
$1.61K
|
|
|
Nov 14, 2022
Q3 2022
|
Financial Partners Group, Inc
Overland Park, KS |
SELL
|
- |
-316K- 93.16% |
$6.58M - $7.36M
|
23.2K
$780K
|
|