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 09, 2025
Q2 2025
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
87K+ 53.57% |
$2.37M - $2.77M
|
249K
$7.93M
|
|
|
Jul 09, 2025
Q2 2025
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-38.6K- 32.31% |
$1.05M - $1.23M
|
80.9K
$2.57M
|
|
|
Jul 09, 2025
Q2 2025
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-2.06K- 7.0% |
$56.2K - $65.5K
|
27.4K
$870K
|
|
|
Jul 09, 2025
Q2 2025
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
14.5K+ 62.26% |
$395K - $461K
|
37.7K
$1.2M
|
|
|
Jul 09, 2025
Q2 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
SELL
|
- |
-9.14K- 46.92% |
$250K - $291K
|
10.3K
$329K
|
|
|
Jul 09, 2025
Q2 2025
|
Gsg Advisors LLC
Mount Laurel, NJ |
BUY
|
- |
64+ 0.54% |
$1.75K - $2.04K
|
11.9K
$378K
|
|
|
Jul 08, 2025
Q2 2025
|
Adamsbrown Wealth Consultants LLC
|
SELL
|
- |
-92- 0.52% |
$2.51K - $2.93K
|
17.8K
$565K
|
|
|
Jul 08, 2025
Q2 2025
|
Prism Advisors, Inc.
|
BUY
|
- |
121KNew |
$3.31M - $3.86M
|
121K
$3.86M
|
|
|
Jul 08, 2025
Q2 2025
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
SELL
|
- |
-27.8K- 2.67% |
$760K - $885K
|
1.01M
$32.2M
|
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
1K+ 3.56% |
$27.3K - $31.8K
|
29.1K
$925K
|
|
|
Jul 08, 2025
Q2 2025
|
Richard P Slaughter Associates Inc
|
SELL
|
- |
-15.8K- 21.49% |
$431K - $502K
|
57.7K
$1.83M
|
|
|
Jul 07, 2025
Q2 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
467New |
$12.7K - $14.9K
|
467
$14.8K
|
|
|
Jul 07, 2025
Q2 2025
|
Schulz Wealth, Ltd.
Mansfield, TX |
BUY
|
- |
15K+ 5.03% |
$408K - $476K
|
312K
$9.92M
|
|
|
Jul 03, 2025
Q2 2025
|
True Wealth Advisors, LLC
|
BUY
|
- |
11.3K+ 38.23% |
$307K - $358K
|
40.7K
$1.29M
|
|
|
Jul 03, 2025
Q2 2025
|
Rda Financial Network
|
SELL
|
- |
-16.7K- 31.8% |
$457K - $533K
|
35.9K
$1.14M
|
|
|
Jul 02, 2025
Q2 2025
|
Hbw Advisory Services LLC
|
BUY
|
- |
34.4K+ 9.7% |
$939K - $1.09M
|
389K
$12.4M
|
|
|
Jul 01, 2025
Q2 2025
|
Central Pacific Bank Trust Division
Honolulu, HI |
SELL
|
- |
-30.4K- 19.12% |
$831K - $968K
|
129K
$4.1M
|
|
| Q1 2025 | |||||||
|
May 29, 2025
Q1 2025
|
Apeiron Ria LLC
|
SELL
|
- |
-261- 2.08% |
$7.66K - $8.17K
|
12.3K
$391K
|
|
|
May 28, 2025
Q1 2025
|
Vista Cima Wealth Management LLC
Surprise, AZ |
BUY
|
- |
14.9K+ 371325.0% |
$436K - $465K
|
14.9K
$472K
|
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
SELL
|
- |
-475K- 99.92% |
$13.9M - $14.9M
|
376
$12K
|
|
|
May 27, 2025
Q1 2025
|
Jacobi Capital Management LLC
|
BUY
|
- |
5.16K+ 2.72% |
$151K - $161K
|
195K
$6.19M
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-205K- 61.3% |
$6.01M - $6.41M
|
129K
$4.11M
|
|
|
May 20, 2025
Q1 2025
|
Integrity Alliance, Llc.
Urbandale, IA |
BUY
|
- |
34.2KNew |
$1M - $1.07M
|
34.2K
$1.09M
|
|
|
May 20, 2025
Q1 2025
|
Belpointe Asset Management LLC
|
SELL
|
- |
-11.1K- 32.61% |
$325K - $346K
|
22.9K
$727K
|
|
|
May 16, 2025
Q1 2025
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
6.26K+ 14.37% |
$184K - $196K
|
49.8K
$1.58M
|
|
|
May 16, 2025
Q1 2025
|
Prostatis Group LLC
Hanover, MD |
SELL
|
- |
-11.3K- 9.59% |
$333K - $355K
|
107K
$3.4M
|
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
SELL
|
- |
-763- 5.61% |
$22.4K - $23.9K
|
12.8K
$408K
|
|
|
May 15, 2025
Q1 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
148K+ 11.46% |
$4.35M - $4.64M
|
1.44M
$45.8M
|
|
|
May 15, 2025
Q1 2025
|
Sonoma Private Wealth LLC
San Francisco, CA |
BUY
|
- |
2.74K+ 8.77% |
$80.2K - $85.6K
|
33.9K
$1.08M
|
|
|
May 15, 2025
Q1 2025
|
Foguth Wealth Management, Llc.
Brighton, MI |
SELL
|
- |
-9- 0.05% |
$264 - $282
|
19.5K
$619K
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
7.68KNew |
$225K - $240K
|
7.68K
$244K
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
2.03K+ 7.87% |
$59.7K - $63.7K
|
27.9K
$886K
|
|
|
May 15, 2025
Q1 2025
|
Calton & Associates, Inc.
|
SELL
|
- |
-179K- 85.77% |
$5.24M - $5.59M
|
29.6K
$942K
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
BUY
|
- |
44.7K+ 377.41% |
$1.31M - $1.4M
|
56.6K
$1.8M
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
362K+ 18.51% |
$10.6M - $11.3M
|
2.32M
$73.7M
|
|
|
May 15, 2025
Q1 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
75.7K+ 13.26% |
$2.22M - $2.37M
|
646K
$20.5M
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
99.3K+ 13.41% |
$2.91M - $3.11M
|
840K
$26.7M
|
|
|
May 15, 2025
Q1 2025
|
Concorde Asset Management, LLC
|
SELL
|
- |
-261K- 91.76% |
$7.65M - $8.16M
|
23.4K
$744K
|
|
|
May 15, 2025
Q1 2025
|
Bullseye Investment Management, LLC
|
SELL
|
- |
-2.25K- 7.43% |
$66K - $70.5K
|
28K
$891K
|
|
|
May 15, 2025
Q1 2025
|
Harvest Investment Services, LLC
|
SELL
|
- |
-76.5K- 44.8% |
$2.24M - $2.4M
|
94.3K
$3M
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
18.9K+ 36.33% |
$555K - $592K
|
70.9K
$2.25M
|
|
|
May 15, 2025
Q1 2025
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
991+ 2.27% |
$29.1K - $31K
|
44.7K
$1.42M
|
|
|
May 15, 2025
Q1 2025
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
61.4K+ 4.12% |
$1.8M - $1.92M
|
1.55M
$49.3M
|
|
|
May 15, 2025
Q1 2025
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
46.6K+ 2.92% |
$1.37M - $1.46M
|
1.64M
$52.1M
|
|
|
May 15, 2025
Q1 2025
|
Stone X Group Inc.
|
BUY
|
- |
17.2K+ 2.31% |
$504K - $538K
|
760K
$24.2M
|
|
|
May 15, 2025
Q1 2025
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
1.07K+ 1.11% |
$31.3K - $33.4K
|
97K
$3.08M
|
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
10.7KNew |
$313K - $334K
|
10.7K
$340K
|
|
|
May 15, 2025
Q1 2025
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
BUY
|
- |
5.39K+ 2.47% |
$158K - $169K
|
223K
$7.1M
|
|
|
May 15, 2025
Q1 2025
|
Asset Allocation Strategies LLC
Farmington, MI |
BUY
|
- |
22.7K+ 154.76% |
$667K - $712K
|
37.4K
$1.19M
|
|
|
May 15, 2025
Q1 2025
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
1.95KNew |
$57.2K - $61.1K
|
1.95K
$62K
|
|