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, 2025
Q1 2025
|
Core Wealth Advisors, Inc.
Lakeland, FL |
BUY
|
- |
24.2K+ 20.45% |
$709K - $757K
|
142K
$4.37M
|
|
May 14, 2025
Q1 2025
|
Scs Capital Management LLC
Boston, MA |
BUY
|
- |
239KNew |
$7.02M - $7.49M
|
239K
$7.35M
|
|
May 14, 2025
Q1 2025
|
Wiser Advisor Group LLC
Phoenix, AZ |
BUY
|
- |
6.32KNew |
$185K - $198K
|
6.32K
$194K
|
|
May 14, 2025
Q1 2025
|
Solano Wealth Investment Advisors LLC
Fairfield, CA |
BUY
|
- |
9.72K+ 1.91% |
$285K - $304K
|
519K
$15.9M
|
|
May 14, 2025
Q1 2025
|
Purus Wealth Management, LLC
|
SELL
|
- |
-1.35K- 2.49% |
$39.6K - $42.2K
|
52.7K
$1.62M
|
|
May 14, 2025
Q1 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
9.16K+ 3.13% |
$269K - $287K
|
302K
$9.26M
|
|
May 14, 2025
Q1 2025
|
Valtinson Bruner Financial Planning LLC
|
BUY
|
- |
158K+ 32.98% |
$4.63M - $4.94M
|
637K
$19.5M
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
117K+ 1756.88% |
$3.43M - $3.66M
|
123K
$3.79M
|
|
May 14, 2025
Q1 2025
|
Ssi Investment Management LLC
Los Angeles, CA |
BUY
|
- |
166K+ 85.85% |
$4.87M - $5.2M
|
359K
$11M
|
|
May 14, 2025
Q1 2025
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
BUY
|
- |
9.27KNew |
$272K - $290K
|
9.27K
$284K
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-3.35K- 28.55% |
$98.4K - $105K
|
8.39K
$258K
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-158K- 8.32% |
$4.62M - $4.93M
|
1.74M
$53.3M
|
|
May 14, 2025
Q1 2025
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
11.7KNew |
$343K - $366K
|
11.7K
$359K
|
|
May 14, 2025
Q1 2025
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-365- 20.0% |
$10.7K - $11.4K
|
1.46K
$44.8K
|
|
May 14, 2025
Q1 2025
|
Tfb Advisors LLC
Overland Park, KS |
SELL
|
- |
-16.9K- 16.99% |
$495K - $528K
|
82.4K
$2.53M
|
|
May 14, 2025
Q1 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
1.81K+ 20.37% |
$53.1K - $56.7K
|
10.7K
$328K
|
|
May 14, 2025
Q1 2025
|
Le Clair Wealth Partners LLC
Dublin, OH |
BUY
|
- |
279KNew |
$8.18M - $8.73M
|
279K
$8.55M
|
|
May 14, 2025
Q1 2025
|
Tradition Wealth Management, LLC
|
BUY
|
- |
13.1K+ 1.07% |
$384K - $410K
|
1.24M
$38.1M
|
|
May 14, 2025
Q1 2025
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-235K- 89.27% |
$6.88M - $7.35M
|
28.2K
$865K
|
|
May 14, 2025
Q1 2025
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
27.4K+ 18.44% |
$805K - $859K
|
176K
$5.41M
|
|
May 14, 2025
Q1 2025
|
Pks Advisory Services, LLC
Albany, NY |
BUY
|
- |
10.4K+ 13.06% |
$305K - $326K
|
90.1K
$2.77M
|
|
May 14, 2025
Q1 2025
|
Centaurus Financial, Inc.
|
BUY
|
- |
3.82K+ 1.3% |
$112K - $119K
|
297K
$9.1M
|
|
May 14, 2025
Q1 2025
|
Synergy Financial Group, LTD
|
BUY
|
- |
6.46K+ 26.7% |
$190K - $202K
|
30.7K
$941K
|
|
May 14, 2025
Q1 2025
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
405+ 3.81% |
$11.9K - $12.7K
|
11K
$339K
|
|
May 14, 2025
Q1 2025
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-23.6K- 38.28% |
$692K - $739K
|
38.1K
$1.17M
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-21.3K- 9.87% |
$624K - $666K
|
194K
$5.95M
|
|
May 14, 2025
Q1 2025
|
Gkv Capital Management Co., Inc.
Walnut Creek, CA |
BUY
|
- |
136New |
$3.99K - $4.26K
|
136
$4.17K
|
|
May 14, 2025
Q1 2025
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
9.95K+ 5.32% |
$292K - $312K
|
197K
$6.05M
|
|
May 14, 2025
Q1 2025
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
6.8K+ 12.57% |
$200K - $213K
|
60.9K
$1.87M
|
|
May 14, 2025
Q1 2025
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-271K- 29.44% |
$7.96M - $8.5M
|
650K
$20M
|
|
May 14, 2025
Q1 2025
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
2.1K+ 4.65% |
$61.6K - $65.8K
|
47.2K
$1.45M
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-54.1K- 1.81% |
$1.59M - $1.69M
|
2.94M
$90.3M
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
152K+ 138.15% |
$4.45M - $4.75M
|
262K
$8.03M
|
|
May 14, 2025
Q1 2025
|
Heritage Wealth Partners, LLC
Dublin, OH |
BUY
|
- |
658+ 8.5% |
$19.3K - $20.6K
|
8.4K
$258K
|
|
May 14, 2025
Q1 2025
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
10.6KNew |
$312K - $333K
|
10.6K
$327K
|
|
May 14, 2025
Q1 2025
|
Reap Financial Group, LLC
Austin, TX |
BUY
|
- |
167+ 878.95% |
$4.9K - $5.23K
|
186
$5.71K
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-143KClosed |
$4.2M - $4.48M
|
0
$0
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
171K+ 30.76% |
$5.02M - $5.36M
|
728K
$22.3M
|
|
May 13, 2025
Q1 2025
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-1K- 10.05% |
$29.3K - $31.3K
|
8.95K
$275K
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
160New |
$4.69K - $5.01K
|
160
$4.91K
|
|
May 13, 2025
Q1 2025
|
Keystone Financial Group
|
SELL
|
- |
-90.3K- 35.5% |
$2.65M - $2.83M
|
164K
$5.04M
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
2.98K+ 14895.0% |
$87.4K - $93.3K
|
3K
$92K
|
|
May 13, 2025
Q1 2025
|
Leigh Baldwin & Co., LLC
Cazenovia, NY |
BUY
|
- |
4.23K+ 15.95% |
$124K - $132K
|
30.7K
$943K
|
|
May 13, 2025
Q1 2025
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
3.7KNew |
$109K - $116K
|
3.7K
$114K
|
|
May 13, 2025
Q1 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
665+ 4.29% |
$19.5K - $20.8K
|
16.2K
$496K
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
500+ 1.47% |
$14.7K - $15.7K
|
34.4K
$1.06M
|
|
May 13, 2025
Q1 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
2.29K+ 11.25% |
$67.3K - $71.8K
|
22.7K
$696K
|
|
May 13, 2025
Q1 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-5.56K- 17.44% |
$163K - $174K
|
26.3K
$807K
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
230K+ 136.43% |
$6.75M - $7.2M
|
399K
$12.2M
|
|
May 13, 2025
Q1 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
2.13K+ 1.98% |
$62.5K - $66.7K
|
110K
$3.37M
|