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 14, 2025
Q1 2025
|
Heritage Wealth Partners, LLC
Dublin, OH |
BUY
|
- |
658+ 8.5% |
$19.3K - $20.6K
|
8.4K
$267K
|
|
|
May 14, 2025
Q1 2025
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
10.6KNew |
$312K - $333K
|
10.6K
$338K
|
|
|
May 14, 2025
Q1 2025
|
Gkv Capital Management Co., Inc.
Walnut Creek, CA |
BUY
|
- |
136New |
$3.99K - $4.26K
|
136
$4.32K
|
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
171K+ 30.76% |
$5.02M - $5.36M
|
728K
$23.1M
|
|
|
May 13, 2025
Q1 2025
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-1K- 10.05% |
$29.3K - $31.3K
|
8.95K
$285K
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
160New |
$4.69K - $5.01K
|
160
$5.09K
|
|
|
May 13, 2025
Q1 2025
|
Keystone Financial Group
|
SELL
|
- |
-90.3K- 35.5% |
$2.65M - $2.83M
|
164K
$5.22M
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
2.98K+ 14895.0% |
$87.4K - $93.3K
|
3K
$95.3K
|
|
|
May 13, 2025
Q1 2025
|
Leigh Baldwin & Co., LLC
Cazenovia, NY |
BUY
|
- |
4.23K+ 15.95% |
$124K - $132K
|
30.7K
$977K
|
|
|
May 13, 2025
Q1 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
665+ 4.29% |
$19.5K - $20.8K
|
16.2K
$514K
|
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
500+ 1.47% |
$14.7K - $15.7K
|
34.4K
$1.09M
|
|
|
May 13, 2025
Q1 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
2.29K+ 11.25% |
$67.3K - $71.8K
|
22.7K
$721K
|
|
|
May 13, 2025
Q1 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-5.56K- 17.44% |
$163K - $174K
|
26.3K
$836K
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
230K+ 136.43% |
$6.75M - $7.2M
|
399K
$12.7M
|
|
|
May 13, 2025
Q1 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
2.13K+ 1.98% |
$62.5K - $66.7K
|
110K
$3.5M
|
|
|
May 13, 2025
Q1 2025
|
Vest Gen Advisors, LLC
Inverness, IL |
BUY
|
- |
722KNew |
$21.2M - $22.6M
|
722K
$23M
|
|
|
May 13, 2025
Q1 2025
|
Andina Capital Management, LLC
Lehi, UT |
BUY
|
- |
39.4K+ 29.77% |
$1.16M - $1.23M
|
172K
$5.46M
|
|
|
May 13, 2025
Q1 2025
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
BUY
|
- |
77.6KNew |
$2.28M - $2.43M
|
77.6K
$2.47M
|
|
|
May 13, 2025
Q1 2025
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
11.3K+ 5.39% |
$332K - $355K
|
221K
$7.04M
|
|
|
May 13, 2025
Q1 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
46.7K+ 2.92% |
$1.37M - $1.46M
|
1.64M
$52.2M
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
1.1M+ 46.92% |
$32.3M - $34.4M
|
3.44M
$109M
|
|
|
May 13, 2025
Q1 2025
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-328- 1.48% |
$9.62K - $10.3K
|
21.8K
$692K
|
|
|
May 13, 2025
Q1 2025
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
3.7KNew |
$109K - $116K
|
3.7K
$118K
|
|
|
May 13, 2025
Q1 2025
|
Magnolia Capital Advisors LLC
Jackson, MS |
BUY
|
- |
725+ 1.3% |
$21.3K - $22.7K
|
56.3K
$1.79M
|
|
|
May 12, 2025
Q1 2025
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
SELL
|
- |
-410- 1.03% |
$12K - $12.8K
|
39.3K
$1.25M
|
|
|
May 12, 2025
Q1 2025
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
24.2K+ 10.83% |
$710K - $758K
|
248K
$7.87M
|
|
|
May 12, 2025
Q1 2025
|
Founders Financial Securities LLC
|
BUY
|
- |
6.49K+ 68.66% |
$190K - $203K
|
15.9K
$507K
|
|
|
May 12, 2025
Q1 2025
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
1.23K+ 4.05% |
$35.9K - $38.4K
|
31.5K
$1M
|
|
|
May 12, 2025
Q1 2025
|
Nicholson Wealth Management Group, LLC
Charlestown, SC |
BUY
|
- |
89+ 0.73% |
$2.61K - $2.79K
|
12.3K
$392K
|
|
|
May 12, 2025
Q1 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
11.6KNew |
$339K - $362K
|
11.6K
$367K
|
|
|
May 12, 2025
Q1 2025
|
Integrity Financial Corp
|
SELL
|
- |
-1.93K- 1.65% |
$56.6K - $60.4K
|
115K
$3.64M
|
|
|
May 12, 2025
Q1 2025
|
Townsquare Capital LLC
|
BUY
|
- |
3.75K+ 0.55% |
$110K - $117K
|
683K
$21.7M
|
|
|
May 12, 2025
Q1 2025
|
Symphony Financial Services, Inc.
Akron, OH |
BUY
|
- |
351K+ 486.46% |
$10.3M - $11M
|
424K
$13.5M
|
|
|
May 12, 2025
Q1 2025
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-69.2K- 27.79% |
$2.03M - $2.17M
|
180K
$5.72M
|
|
|
May 12, 2025
Q1 2025
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
7.32K+ 27.87% |
$215K - $229K
|
33.6K
$1.07M
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
428K+ 1947.09% |
$12.6M - $13.4M
|
450K
$14.3M
|
|
|
May 12, 2025
Q1 2025
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
84.1K+ 35.22% |
$2.47M - $2.63M
|
323K
$10.3M
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
39.4K+ 10.09% |
$1.15M - $1.23M
|
429K
$13.6M
|
|
|
May 12, 2025
Q1 2025
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
45.3K+ 76.81% |
$1.33M - $1.42M
|
104K
$3.31M
|
|
|
May 12, 2025
Q1 2025
|
Cooper Financial Group
|
BUY
|
- |
14.4K+ 3.34% |
$423K - $451K
|
446K
$14.2M
|
|
|
May 12, 2025
Q1 2025
|
Maia Wealth LLC
Denver, CO |
SELL
|
- |
-3.42K- 4.03% |
$100K - $107K
|
81.5K
$2.59M
|
|
|
May 12, 2025
Q1 2025
|
Meridian Wealth Management, LLC
|
BUY
|
- |
16.4K+ 4.62% |
$480K - $513K
|
370K
$11.8M
|
|
|
May 12, 2025
Q1 2025
|
Independent Advisor Alliance
|
SELL
|
- |
-1.51M- 99.4% |
$44.3M - $47.2M
|
9.16K
$291K
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-1.39K- 0.53% |
$40.8K - $43.6K
|
260K
$8.25M
|
|
|
May 09, 2025
Q1 2025
|
Kickstand Ventures, Llc.
Pittsford, NY |
BUY
|
- |
157KNew |
$4.6M - $4.91M
|
157K
$4.99M
|
|
|
May 09, 2025
Q1 2025
|
Solitude Financial Services
|
SELL
|
- |
-112K- 29.82% |
$3.3M - $3.52M
|
265K
$8.41M
|
|
|
May 09, 2025
Q1 2025
|
Blair William & CO
Chicago, IL |
BUY
|
- |
3.74K+ 93.92% |
$110K - $117K
|
7.72K
$246K
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-265K- 3.08% |
$7.78M - $8.3M
|
8.33M
$265M
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-302K- 21.95% |
$8.85M - $9.45M
|
1.07M
$34.1M
|
|
|
May 09, 2025
Q1 2025
|
Encompass More Asset Management
Danville, CA |
BUY
|
- |
18.1K+ 11.24% |
$531K - $566K
|
179K
$5.69M
|