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 05, 2025
Q3 2025
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-229K- 22.49% |
$7.27M - $7.65M
|
788K
$26.5M
|
|
|
Nov 05, 2025
Q3 2025
|
Western Wealth Management, LLC
|
SELL
|
- |
-9.69K- 5.89% |
$308K - $324K
|
155K
$5.2M
|
|
|
Nov 05, 2025
Q3 2025
|
Financial Guidance Group, Inc.
|
BUY
|
- |
9.91K+ 10.45% |
$315K - $331K
|
105K
$3.52M
|
|
|
Nov 05, 2025
Q3 2025
|
Key F Inancial Inc
|
BUY
|
- |
2.57K+ 0.62% |
$81.6K - $85.8K
|
415K
$14M
|
|
|
Nov 04, 2025
Q3 2025
|
Tfb Advisors LLC
Overland Park, KS |
SELL
|
- |
-2.24K- 3.97% |
$71.2K - $74.9K
|
54.1K
$1.82M
|
|
|
Nov 04, 2025
Q3 2025
|
Heritage Wealth Management, Inc.
Cincinnati, OH |
BUY
|
- |
2.87K+ 8.32% |
$91.1K - $95.7K
|
37.3K
$1.25M
|
|
|
Nov 04, 2025
Q3 2025
|
Meridian Wealth Management, LLC
|
BUY
|
- |
8.47K+ 2.31% |
$269K - $283K
|
376K
$12.6M
|
|
|
Nov 04, 2025
Q3 2025
|
Prostatis Group LLC
Hanover, MD |
SELL
|
- |
-8.52K- 10.67% |
$271K - $285K
|
71.3K
$2.4M
|
|
|
Nov 04, 2025
Q3 2025
|
Holistic Planning, LLC
Nacogdoches, TX |
SELL
|
- |
-389- 1.79% |
$12.4K - $13K
|
21.4K
$718K
|
|
|
Nov 04, 2025
Q3 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
11.6K+ 18.37% |
$369K - $388K
|
74.7K
$2.51M
|
|
|
Nov 04, 2025
Q3 2025
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
725+ 2.62% |
$23K - $24.2K
|
28.4K
$956K
|
|
|
Nov 04, 2025
Q3 2025
|
L.M. Kohn & Company
|
SELL
|
- |
-129K- 79.83% |
$4.1M - $4.31M
|
32.6K
$1.1M
|
|
|
Nov 04, 2025
Q3 2025
|
Tsfg, LLC
|
BUY
|
- |
3.27K+ 3.05% |
$104K - $109K
|
110K
$3.71M
|
|
|
Nov 04, 2025
Q3 2025
|
Money Concepts Capital Corp
|
BUY
|
- |
13.1K+ 3.96% |
$416K - $438K
|
344K
$11.6M
|
|
|
Nov 04, 2025
Q3 2025
|
Fearless Solutions, LLC Dba Best Invest
San Antonio, TX |
BUY
|
- |
6.85KNew |
$218K - $229K
|
6.85K
$230K
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
681K+ 8.98% |
$21.7M - $22.8M
|
8.27M
$278M
|
|
|
Nov 04, 2025
Q3 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
3.7K+ 3.41% |
$118K - $124K
|
112K
$3.77M
|
|
|
Nov 04, 2025
Q3 2025
|
Savant Capital, LLC
|
BUY
|
- |
25.3K+ 22.26% |
$805K - $846K
|
139K
$4.67M
|
|
|
Nov 04, 2025
Q3 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
14K+ 181.86% |
$444K - $467K
|
21.7K
$728K
|
|
|
Nov 04, 2025
Q3 2025
|
Valtinson Bruner Financial Planning LLC
|
BUY
|
- |
15.1K+ 2.34% |
$480K - $505K
|
659K
$22.2M
|
|
|
Nov 04, 2025
Q3 2025
|
Compass Financial Services Inc
West Des Moines, IA |
BUY
|
- |
100New |
$3.18K - $3.34K
|
100
$3.36K
|
|
|
Nov 03, 2025
Q3 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
47.2K+ 25.15% |
$1.5M - $1.58M
|
235K
$7.9M
|
|
|
Nov 03, 2025
Q3 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
310New |
$9.85K - $10.4K
|
310
$10.4K
|
|
|
Nov 03, 2025
Q3 2025
|
American Institute For Advanced Investment Management, LLP
|
SELL
|
- |
-4.75K- 15.39% |
$151K - $159K
|
26.1K
$878K
|
|
|
Nov 03, 2025
Q3 2025
|
Truist Financial Corp
|
BUY
|
- |
56.6K+ 2.59% |
$1.8M - $1.89M
|
2.24M
$75.2M
|
|
|
Nov 03, 2025
Q3 2025
|
Paragon Private Wealth Management, LLC
|
SELL
|
- |
-51- 0.21% |
$1.62K - $1.7K
|
24.7K
$830K
|
|
|
Nov 03, 2025
Q3 2025
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
136KNew |
$4.33M - $4.56M
|
136K
$4.58M
|
|
|
Nov 03, 2025
Q3 2025
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-19.8K- 2.11% |
$630K - $662K
|
921K
$31M
|
|
|
Nov 03, 2025
Q3 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
27.1K+ 11.45% |
$862K - $906K
|
264K
$8.87M
|
|
|
Nov 03, 2025
Q3 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
4.35K+ 5.41% |
$138K - $145K
|
84.6K
$2.85M
|
|
|
Nov 03, 2025
Q3 2025
|
Howard Capital Management Inc.
|
BUY
|
- |
284K+ 53.89% |
$9.04M - $9.51M
|
812K
$27.3M
|
|
|
Nov 03, 2025
Q3 2025
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
936+ 1.79% |
$29.8K - $31.3K
|
53.1K
$1.78M
|
|
|
Nov 03, 2025
Q3 2025
|
River Tree Advisors, LLC
Winter Park, FL |
SELL
|
- |
-5.22K- 2.6% |
$166K - $174K
|
196K
$6.59M
|
|
|
Nov 03, 2025
Q3 2025
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-13K- 50.0% |
$414K - $435K
|
13K
$438K
|
|
|
Oct 31, 2025
Q3 2025
|
Ewa, LLC
Pittsbugh, PA |
BUY
|
- |
12.9KNew |
$410K - $431K
|
12.9K
$434K
|
|
|
Oct 31, 2025
Q3 2025
|
Fsb Premier Wealth Management, Inc.
|
SELL
|
- |
-6.3K- 22.62% |
$200K - $210K
|
21.5K
$724K
|
|
|
Oct 31, 2025
Q3 2025
|
Winebrenner Capital Management LLC
Louisville, KY |
SELL
|
- |
-1.74K- 9.56% |
$55.3K - $58.2K
|
16.5K
$554K
|
|
|
Oct 31, 2025
Q3 2025
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
17.3KNew |
$549K - $577K
|
17.3K
$581K
|
|
|
Oct 31, 2025
Q3 2025
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-6.15K- 5.42% |
$195K - $205K
|
107K
$3.61M
|
|
|
Oct 31, 2025
Q3 2025
|
Pmg Wealth Management, Inc.
Hawthorn Woods, IL |
BUY
|
- |
10.2K+ 4.15% |
$325K - $342K
|
257K
$8.64M
|
|
|
Oct 31, 2025
Q3 2025
|
Richardson Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
180New |
$5.72K - $6.02K
|
180
$6.05K
|
|
|
Oct 31, 2025
Q3 2025
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
29.3KNew |
$931K - $978K
|
29.3K
$984K
|
|
|
Oct 31, 2025
Q3 2025
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
7.97K+ 21.11% |
$253K - $266K
|
45.7K
$1.54M
|
|
|
Oct 31, 2025
Q3 2025
|
Belpointe Asset Management LLC
|
SELL
|
- |
-2.22K- 10.36% |
$70.5K - $74.1K
|
19.2K
$645K
|
|
|
Oct 31, 2025
Q3 2025
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-52.1K- 33.44% |
$1.66M - $1.74M
|
104K
$3.49M
|
|
|
Oct 30, 2025
Q3 2025
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
15+ 0.11% |
$477 - $501
|
13.1K
$439K
|
|
|
Oct 30, 2025
Q3 2025
|
Andina Capital Management, LLC
Lehi, UT |
BUY
|
- |
90.5K+ 83.16% |
$2.88M - $3.02M
|
199K
$6.7M
|
|
|
Oct 30, 2025
Q3 2025
|
Simplicity Wealth,Llc
|
SELL
|
- |
-19.1K- 18.97% |
$607K - $638K
|
81.6K
$2.74M
|
|
|
Oct 30, 2025
Q3 2025
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
7.76K+ 3.09% |
$247K - $259K
|
258K
$8.69M
|
|
|
Oct 30, 2025
Q3 2025
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
925K+ 1691.44% |
$29.4M - $30.9M
|
979K
$32.9M
|
|