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 10, 2025
Q3 2025
|
Forge Financial Services LLC
Edmond, OK |
SELL
|
- |
-3.26K- 11.35% |
$103K - $109K
|
25.4K
$855K
|
|
|
Nov 10, 2025
Q3 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
9.03K+ 4.87% |
$287K - $302K
|
194K
$6.53M
|
|
|
Nov 10, 2025
Q3 2025
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-10.8K- 25.83% |
$344K - $362K
|
31.1K
$1.04M
|
|
|
Nov 10, 2025
Q3 2025
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
11.5KNew |
$364K - $383K
|
11.5K
$385K
|
|
|
Nov 10, 2025
Q3 2025
|
First Heartland Consultants, Inc.
|
BUY
|
- |
2.06K+ 1.17% |
$65.5K - $68.8K
|
178K
$6M
|
|
|
Nov 10, 2025
Q3 2025
|
Lake Street Financial LLC
|
BUY
|
- |
822+ 4.96% |
$26.1K - $27.5K
|
17.4K
$584K
|
|
|
Nov 10, 2025
Q3 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
7.71KNew |
$245K - $258K
|
7.71K
$259K
|
|
|
Nov 10, 2025
Q3 2025
|
Mai Capital Management
|
BUY
|
- |
7.25K+ 12.81% |
$230K - $242K
|
63.8K
$2.15M
|
|
|
Nov 10, 2025
Q3 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
310+ 0.84% |
$9.85K - $10.4K
|
37.2K
$1.25M
|
|
|
Nov 07, 2025
Q3 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-293- 0.25% |
$9.31K - $9.79K
|
115K
$3.87M
|
|
|
Nov 07, 2025
Q3 2025
|
Calton & Associates, Inc.
|
BUY
|
- |
6.24K+ 6.9% |
$198K - $209K
|
96.7K
$3.25M
|
|
|
Nov 07, 2025
Q3 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-299K- 66.46% |
$9.5M - $9.99M
|
151K
$5.07M
|
|
|
Nov 07, 2025
Q3 2025
|
Tower Wealth Partners, Inc.
Lewisburg, PA |
SELL
|
- |
-1.28K- 0.36% |
$40.6K - $42.7K
|
350K
$11.8M
|
|
|
Nov 07, 2025
Q3 2025
|
Uniting Wealth Partners, LLC
Mission, KS |
BUY
|
- |
363KNew |
$11.5M - $12.1M
|
363K
$12.2M
|
|
|
Nov 07, 2025
Q3 2025
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
144K+ 57.64% |
$4.57M - $4.8M
|
393K
$13.2M
|
|
|
Nov 07, 2025
Q3 2025
|
Jacobi Capital Management LLC
|
BUY
|
- |
4.75K+ 2.32% |
$151K - $159K
|
210K
$7.05M
|
|
|
Nov 07, 2025
Q3 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-1.44K- 19.34% |
$45.7K - $48.1K
|
6K
$202K
|
|
|
Nov 07, 2025
Q3 2025
|
Kovack Advisors, Inc.
|
SELL
|
- |
-29.8K- 25.66% |
$946K - $994K
|
86.2K
$2.9M
|
|
|
Nov 07, 2025
Q3 2025
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
332+ 1.52% |
$10.6K - $11.1K
|
22.1K
$744K
|
|
|
Nov 07, 2025
Q3 2025
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
9.07K+ 4.68% |
$288K - $303K
|
203K
$6.82M
|
|
|
Nov 07, 2025
Q3 2025
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
24.5KNew |
$779K - $819K
|
24.5K
$824K
|
|
|
Nov 07, 2025
Q3 2025
|
Essex Financial Services, Inc.
|
SELL
|
- |
-35- 0.1% |
$1.11K - $1.17K
|
35.9K
$1.21M
|
|
|
Nov 07, 2025
Q3 2025
|
Maridea Wealth Management LLC
Brooklyn, NY |
BUY
|
- |
11.9K+ 9.76% |
$378K - $397K
|
134K
$4.49M
|
|
|
Nov 06, 2025
Q3 2025
|
Onyx Bridge Wealth Group LLC
|
SELL
|
- |
-521- 0.46% |
$16.6K - $17.4K
|
114K
$3.83M
|
|
|
Nov 06, 2025
Q3 2025
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
4.61K+ 6.34% |
$147K - $154K
|
77.3K
$2.6M
|
|
|
Nov 06, 2025
Q3 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-37.4K- 6.92% |
$1.19M - $1.25M
|
503K
$16.9M
|
|
|
Nov 06, 2025
Q3 2025
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
2.98K+ 1.99% |
$94.7K - $99.6K
|
153K
$5.13M
|
|
|
Nov 06, 2025
Q3 2025
|
Bridge Port Financial Solutions, LLC
Fairfield, IA |
BUY
|
- |
10.5K+ 14.04% |
$333K - $350K
|
85K
$2.86M
|
|
|
Nov 06, 2025
Q3 2025
|
Integrity Financial Corp
|
SELL
|
- |
-11.5K- 18.17% |
$367K - $386K
|
52K
$1.75M
|
|
|
Nov 06, 2025
Q3 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
22.3K+ 3.36% |
$709K - $745K
|
687K
$23.1M
|
|
|
Nov 06, 2025
Q3 2025
|
Drake & Associates, LLC
Waukesha, WI |
SELL
|
- |
-239K- 90.08% |
$7.61M - $8M
|
26.4K
$886K
|
|
|
Nov 06, 2025
Q3 2025
|
Savvy Advisors, Inc.
New York, NY |
SELL
|
- |
-1.45K- 15.24% |
$46.1K - $48.5K
|
8.06K
$271K
|
|
|
Nov 06, 2025
Q3 2025
|
Assetmark, Inc
|
BUY
|
- |
1.5K+ 8.75% |
$47.7K - $50.1K
|
18.6K
$626K
|
|
|
Nov 06, 2025
Q3 2025
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
BUY
|
- |
1.15K+ 12.11% |
$36.6K - $38.4K
|
10.7K
$358K
|
|
|
Nov 06, 2025
Q3 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
12.2K+ 2.93% |
$386K - $406K
|
426K
$14.3M
|
|
|
Nov 06, 2025
Q3 2025
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
500+ 1.21% |
$15.9K - $16.7K
|
41.8K
$1.41M
|
|
|
Nov 06, 2025
Q3 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-78.5K- 42.1% |
$2.49M - $2.62M
|
108K
$3.63M
|
|
|
Nov 06, 2025
Q3 2025
|
Wedbush Securities Inc
|
SELL
|
- |
-8.17K- 5.54% |
$260K - $273K
|
139K
$4.69M
|
|
|
Nov 06, 2025
Q3 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
274+ 0.86% |
$8.71K - $9.16K
|
32.3K
$1.09M
|
|
|
Nov 06, 2025
Q3 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
4.58K+ 1.96% |
$145K - $153K
|
238K
$8.01M
|
|
|
Nov 05, 2025
Q3 2025
|
Concord Wealth Partners
|
BUY
|
- |
1.2KNew |
$38.1K - $40K
|
1.2K
$40.2K
|
|
|
Nov 05, 2025
Q3 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
6.17K+ 35.38% |
$196K - $206K
|
23.6K
$793K
|
|
|
Nov 05, 2025
Q3 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
7.37K+ 3.24% |
$234K - $246K
|
235K
$7.9M
|
|
|
Nov 05, 2025
Q3 2025
|
Solitude Financial Services
|
BUY
|
- |
6.41K+ 2.28% |
$204K - $214K
|
288K
$9.68M
|
|
|
Nov 05, 2025
Q3 2025
|
Seros Financial, LLC
Tempe, AZ |
SELL
|
- |
-286K- 58.97% |
$9.09M - $9.56M
|
199K
$6.69M
|
|
|
Nov 05, 2025
Q3 2025
|
Img Wealth Management, Inc.
Jacksonville, FL |
BUY
|
- |
56.7K+ 13.34% |
$1.8M - $1.9M
|
482K
$16.2M
|
|
|
Nov 05, 2025
Q3 2025
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-15- 0.06% |
$477 - $501
|
26.9K
$906K
|
|
|
Nov 05, 2025
Q3 2025
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
11.5K+ 6.28% |
$367K - $386K
|
195K
$6.56M
|
|
|
Nov 05, 2025
Q3 2025
|
Ipsen Advisor Group LLC
Little Rock, AR |
BUY
|
- |
6.75KNew |
$214K - $225K
|
6.75K
$227K
|
|
|
Nov 05, 2025
Q3 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
43.9K+ 8.58% |
$1.4M - $1.47M
|
556K
$18.7M
|
|