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 02, 2025
Q1 2025
|
Frederick Financial Consultants, LLC
Frederick, MD |
BUY
|
- |
4.9K+ 1.81% |
$144K - $153K
|
275K
$8.44M
|
|
|
May 02, 2025
Q1 2025
|
Independent Wealth Network Inc.
|
BUY
|
- |
11.1K+ 26.5% |
$326K - $348K
|
53.1K
$1.63M
|
|
|
May 02, 2025
Q1 2025
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
23.9K+ 1.98% |
$700K - $747K
|
1.23M
$37.7M
|
|
|
May 01, 2025
Q1 2025
|
Key F Inancial Inc
|
BUY
|
- |
28.1K+ 7.28% |
$825K - $880K
|
414K
$12.7M
|
|
|
May 01, 2025
Q1 2025
|
Secured Retirement Advisors, LLC
St Louis Park, MN |
SELL
|
- |
-94.7K- 79.17% |
$2.78M - $2.97M
|
24.9K
$765K
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
463K+ 10.31% |
$13.6M - $14.5M
|
4.95M
$152M
|
|
|
May 01, 2025
Q1 2025
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
1KNew |
$29.3K - $31.3K
|
1K
$30.7K
|
|
|
May 01, 2025
Q1 2025
|
Stephens Inc
|
BUY
|
- |
19.1K+ 34.38% |
$562K - $599K
|
74.8K
$2.3M
|
|
|
May 01, 2025
Q1 2025
|
Lane & Associates LLC
Moorestown, NJ |
BUY
|
- |
12K+ 30.9% |
$353K - $377K
|
51K
$1.56M
|
|
|
May 01, 2025
Q1 2025
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-6.14K- 4.99% |
$180K - $192K
|
117K
$3.59M
|
|
|
May 01, 2025
Q1 2025
|
Valued Wealth Advisors LLC
Holladay, UT |
SELL
|
- |
-27- 2.7% |
$792 - $845
|
973
$29.9K
|
|
|
May 01, 2025
Q1 2025
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
3KNew |
$88K - $93.9K
|
3K
$92.1K
|
|
|
May 01, 2025
Q1 2025
|
Trail Ridge Investment Advisors, LLC
|
BUY
|
- |
43K+ 41.96% |
$1.26M - $1.35M
|
146K
$4.47M
|
|
|
May 01, 2025
Q1 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
144+ 14400.0% |
$4.22K - $4.51K
|
145
$4.45K
|
|
|
May 01, 2025
Q1 2025
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
10.6K+ 26.51% |
$312K - $333K
|
50.8K
$1.56M
|
|
|
May 01, 2025
Q1 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
18.8K+ 5.85% |
$553K - $590K
|
341K
$10.5M
|
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
71.2K+ 14.93% |
$2.09M - $2.23M
|
548K
$16.8M
|
|
|
May 01, 2025
Q1 2025
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
41.2K+ 9.73% |
$1.21M - $1.29M
|
465K
$14.3M
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
2.83K+ 1.95% |
$83K - $88.6K
|
148K
$4.55M
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
74.4K+ 10.66% |
$2.18M - $2.33M
|
772K
$23.7M
|
|
|
Apr 30, 2025
Q1 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-18.4K- 71.2% |
$540K - $576K
|
7.44K
$228K
|
|
|
Apr 30, 2025
Q1 2025
|
Cooper Capital Advisors LLC
Encinitas, CA |
BUY
|
- |
4.38K+ 1.19% |
$128K - $137K
|
372K
$11.4M
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
SELL
|
- |
-171- 0.96% |
$5.02K - $5.35K
|
17.6K
$540K
|
|
|
Apr 30, 2025
Q1 2025
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
200+ 0.65% |
$5.87K - $6.26K
|
30.9K
$947K
|
|
|
Apr 30, 2025
Q1 2025
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
95.1K+ 107.36% |
$2.79M - $2.98M
|
184K
$5.64M
|
|
|
Apr 29, 2025
Q1 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
70.8K+ 17.11% |
$2.08M - $2.22M
|
484K
$14.9M
|
|
|
Apr 29, 2025
Q1 2025
|
Brookstone Capital Management
|
SELL
|
- |
-142K- 11.27% |
$4.16M - $4.44M
|
1.12M
$34.3M
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
13.1K+ 7.54% |
$385K - $411K
|
187K
$5.75M
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
BUY
|
- |
545K+ 36.19% |
$16M - $17.1M
|
2.05M
$63M
|
|
|
Apr 29, 2025
Q1 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
11.5K+ 3.08% |
$336K - $359K
|
383K
$11.8M
|
|
|
Apr 29, 2025
Q1 2025
|
Schulz Wealth, Ltd.
Mansfield, TX |
SELL
|
- |
-16.1K- 5.15% |
$473K - $505K
|
297K
$9.12M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
917K+ 13.75% |
$26.9M - $28.7M
|
7.59M
$233M
|
|
|
Apr 29, 2025
Q1 2025
|
Drake & Associates, LLC
Waukesha, WI |
BUY
|
- |
5.74K+ 1.42% |
$168K - $180K
|
410K
$12.6M
|
|
|
Apr 29, 2025
Q1 2025
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
SELL
|
- |
-206- 1.26% |
$6.04K - $6.45K
|
16.1K
$494K
|
|
|
Apr 29, 2025
Q1 2025
|
Navalign, LLC
|
BUY
|
- |
27.3K+ 59.66% |
$800K - $854K
|
73K
$2.24M
|
|
|
Apr 29, 2025
Q1 2025
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
BUY
|
- |
8.47K+ 3.74% |
$249K - $265K
|
235K
$7.21M
|
|
|
Apr 29, 2025
Q1 2025
|
Heritage Wealth Management, Inc.
Cincinnati, OH |
BUY
|
- |
1.88K+ 5.33% |
$55.1K - $58.8K
|
37.1K
$1.14M
|
|
|
Apr 29, 2025
Q1 2025
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
20.3K+ 215.78% |
$596K - $637K
|
29.8K
$913K
|
|
|
Apr 28, 2025
Q1 2025
|
Axis Wealth Partners, LLC
East Providence, RI |
BUY
|
- |
1.36K+ 7.53% |
$39.8K - $42.4K
|
19.4K
$594K
|
|
|
Apr 28, 2025
Q1 2025
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
9.28K+ 41.84% |
$272K - $291K
|
31.5K
$966K
|
|
|
Apr 28, 2025
Q1 2025
|
First Horizon Advisors, Inc.
|
BUY
|
- |
24.5K+ 7.17% |
$720K - $768K
|
367K
$11.2M
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
BUY
|
- |
13.4K+ 19.11% |
$392K - $419K
|
83.3K
$2.56M
|
|
|
Apr 28, 2025
Q1 2025
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
2.52K+ 3.62% |
$74.1K - $79K
|
72.3K
$2.22M
|
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
2.32KNew |
$68K - $72.6K
|
2.32K
$71.2K
|
|
|
Apr 28, 2025
Q1 2025
|
Novem Group
Rochester, NY |
SELL
|
- |
-2.76K- 6.72% |
$80.9K - $86.4K
|
38.3K
$1.17M
|
|
|
Apr 28, 2025
Q1 2025
|
Clarity Capital Partners LLC
Newport Beach, CA |
BUY
|
- |
11.3K+ 39.5% |
$331K - $353K
|
39.8K
$1.22M
|
|
|
Apr 28, 2025
Q1 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
5.85K+ 10.13% |
$172K - $183K
|
63.6K
$1.95M
|
|
|
Apr 28, 2025
Q1 2025
|
Simpli Fi, Inc.
|
SELL
|
- |
-368K- 96.75% |
$10.8M - $11.5M
|
12.3K
$379K
|
|
|
Apr 28, 2025
Q1 2025
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
7.38K+ 7.57% |
$217K - $231K
|
105K
$3.22M
|
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-129K- 56.25% |
$3.79M - $4.04M
|
100K
$3.08M
|