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 |
|---|---|---|---|---|---|---|---|
|
Nov 08, 2024
Q3 2024
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
3.9KNew |
$110K - $117K
|
3.9K
$120K
|
|
|
Nov 08, 2024
Q3 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
2.85K+ 151.17% |
$80.2K - $85.3K
|
4.74K
$146K
|
|
|
Nov 08, 2024
Q3 2024
|
Wedbush Securities Inc
|
BUY
|
- |
15.7K+ 14.75% |
$440K - $468K
|
122K
$3.75M
|
|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
12K+ 4.93% |
$336K - $357K
|
254K
$7.82M
|
|
|
Nov 08, 2024
Q3 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
105K+ 8.68% |
$2.95M - $3.14M
|
1.32M
$40.4M
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
4.44M+ 15.03% |
$125M - $133M
|
34M
$1.05B
|
|
|
Nov 08, 2024
Q3 2024
|
Ssi Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-768- 0.42% |
$21.6K - $23K
|
181K
$5.56M
|
|
|
Nov 08, 2024
Q3 2024
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-194- 0.62% |
$5.45K - $5.8K
|
31.1K
$957K
|
|
|
Nov 08, 2024
Q3 2024
|
Stonebridge Financial Planning Group, LLC
|
BUY
|
- |
19.3K+ 20.98% |
$542K - $577K
|
111K
$3.42M
|
|
|
Nov 08, 2024
Q3 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
7.41K+ 2.09% |
$208K - $221K
|
362K
$11.1M
|
|
|
Nov 08, 2024
Q3 2024
|
Private Portfolio Partners LLC
|
BUY
|
- |
2.11K+ 25.13% |
$59.2K - $63K
|
10.5K
$322K
|
|
|
Nov 07, 2024
Q3 2024
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-39.2K- 62.52% |
$1.1M - $1.17M
|
23.5K
$723K
|
|
|
Nov 07, 2024
Q3 2024
|
Hobart Private Capital, LLC
Charlotte, NC |
BUY
|
- |
49.9K+ 4.49% |
$1.4M - $1.49M
|
1.16M
$35.7M
|
|
|
Nov 07, 2024
Q3 2024
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
SELL
|
- |
-3.64K- 3.79% |
$102K - $109K
|
92.6K
$2.84M
|
|
|
Nov 07, 2024
Q3 2024
|
Prospera Financial Services Inc
|
SELL
|
- |
-332K- 47.43% |
$9.33M - $9.93M
|
368K
$11.3M
|
|
|
Nov 07, 2024
Q3 2024
|
Mai Capital Management
|
BUY
|
- |
94+ 1.01% |
$2.64K - $2.81K
|
9.42K
$289K
|
|
|
Nov 06, 2024
Q3 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-950- 31.46% |
$26.7K - $28.4K
|
2.07K
$63.6K
|
|
|
Nov 06, 2024
Q3 2024
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-1K- 41.36% |
$28.1K - $29.9K
|
1.42K
$43.6K
|
|
|
Nov 06, 2024
Q3 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
8.24K+ 3.46% |
$232K - $246K
|
246K
$7.57M
|
|
|
Nov 06, 2024
Q3 2024
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
14.5KNew |
$409K - $435K
|
14.5K
$447K
|
|
|
Nov 06, 2024
Q3 2024
|
Peterson Financial Group, Inc.
|
BUY
|
- |
6.32KNew |
$178K - $189K
|
6.32K
$194K
|
|
|
Nov 06, 2024
Q3 2024
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
458+ 2.68% |
$12.9K - $13.7K
|
17.5K
$539K
|
|
|
Nov 06, 2024
Q3 2024
|
Goal Vest Advisory LLC
|
BUY
|
- |
141New |
$3.96K - $4.21K
|
141
$4.33K
|
|
|
Nov 06, 2024
Q3 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
1.2K+ 3.46% |
$33.7K - $35.9K
|
35.9K
$1.1M
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
841K+ 15.57% |
$23.6M - $25.1M
|
6.25M
$192M
|
|
|
Nov 05, 2024
Q3 2024
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
16.6K+ 4.6% |
$466K - $495K
|
377K
$11.6M
|
|
|
Nov 05, 2024
Q3 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-34.5K- 5.58% |
$969K - $1.03M
|
584K
$17.9M
|
|
|
Nov 05, 2024
Q3 2024
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
BUY
|
- |
119New |
$3.34K - $3.56K
|
119
$3.66K
|
|
|
Nov 05, 2024
Q3 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-375- 1.81% |
$10.5K - $11.2K
|
20.4K
$626K
|
|
|
Nov 05, 2024
Q3 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-975- 11.04% |
$27.4K - $29.1K
|
7.85K
$241K
|
|
|
Nov 05, 2024
Q3 2024
|
Valtinson Bruner Financial Planning LLC
|
BUY
|
- |
114K+ 34.77% |
$3.2M - $3.41M
|
442K
$13.6M
|
|
|
Nov 05, 2024
Q3 2024
|
Kovack Advisors, Inc.
|
BUY
|
- |
11.4K+ 13.03% |
$320K - $340K
|
98.8K
$3.03M
|
|
|
Nov 05, 2024
Q3 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
161K+ 100.05% |
$4.53M - $4.81M
|
322K
$9.9M
|
|
|
Nov 05, 2024
Q3 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
88.1K+ 7.26% |
$2.48M - $2.63M
|
1.3M
$40M
|
|
|
Nov 05, 2024
Q3 2024
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-15.6K- 20.0% |
$439K - $467K
|
62.5K
$1.92M
|
|
|
Nov 04, 2024
Q3 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
43.9K+ 111.78% |
$1.23M - $1.31M
|
83.2K
$2.56M
|
|
|
Nov 04, 2024
Q3 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-70- 0.28% |
$1.97K - $2.09K
|
24.7K
$760K
|
|
|
Nov 04, 2024
Q3 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
6.87K+ 3.58% |
$193K - $205K
|
199K
$6.1M
|
|
|
Nov 04, 2024
Q3 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
1.95KNew |
$54.8K - $58.3K
|
1.95K
$59.9K
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
403K+ 25.81% |
$11.3M - $12M
|
1.96M
$60.3M
|
|
|
Nov 04, 2024
Q3 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
6.04K+ 31.29% |
$170K - $180K
|
25.3K
$778K
|
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-342- 2.12% |
$9.61K - $10.2K
|
15.8K
$486K
|
|
|
Nov 04, 2024
Q3 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
133K+ 77.97% |
$3.75M - $3.99M
|
304K
$9.35M
|
|
|
Nov 04, 2024
Q3 2024
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
24.7K+ 183.83% |
$694K - $739K
|
38.2K
$1.17M
|
|
|
Nov 01, 2024
Q3 2024
|
Rovin Capital
|
BUY
|
- |
11.9K+ 21.8% |
$334K - $355K
|
66.4K
$2.04M
|
|
|
Nov 01, 2024
Q3 2024
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
22.8K+ 8.45% |
$640K - $681K
|
292K
$8.99M
|
|
|
Nov 01, 2024
Q3 2024
|
Holistic Planning, LLC
Nacogdoches, TX |
BUY
|
- |
10.3KNew |
$291K - $309K
|
10.3K
$318K
|
|
|
Nov 01, 2024
Q3 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
276K+ 252.56% |
$7.74M - $8.24M
|
385K
$11.8M
|
|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
BUY
|
- |
1.37K+ 66.09% |
$38.6K - $41.1K
|
3.45K
$106K
|
|
|
Nov 01, 2024
Q3 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
104K+ 33.02% |
$2.92M - $3.11M
|
419K
$12.9M
|