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 09, 2025
Q1 2025
|
Advyzon Investment Management, LLC
Lisle, IL |
BUY
|
- |
6.9KNew |
$202K - $216K
|
6.9K
$219K
|
|
|
May 09, 2025
Q1 2025
|
Financial Connections Group, Inc.
|
SELL
|
- |
-2.15K- 84.04% |
$63K - $67.3K
|
408
$13K
|
|
|
May 09, 2025
Q1 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
82.7KNew |
$2.43M - $2.59M
|
82.7K
$2.63M
|
|
|
May 09, 2025
Q1 2025
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
5.02K+ 1.19% |
$147K - $157K
|
428K
$13.6M
|
|
|
May 09, 2025
Q1 2025
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
80.1K+ 14.34% |
$2.35M - $2.51M
|
639K
$20.3M
|
|
|
May 08, 2025
Q1 2025
|
North Rock Partners, LLC
|
BUY
|
- |
78.4K+ 10.3% |
$2.3M - $2.45M
|
839K
$26.7M
|
|
|
May 08, 2025
Q1 2025
|
Stonebridge Financial Planning Group, LLC
|
BUY
|
- |
17.6K+ 16.89% |
$517K - $552K
|
122K
$3.88M
|
|
|
May 08, 2025
Q1 2025
|
Howard Capital Management Inc.
|
BUY
|
- |
56.5K+ 25.83% |
$1.66M - $1.77M
|
275K
$8.74M
|
|
|
May 08, 2025
Q1 2025
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
109K+ 20.57% |
$3.21M - $3.43M
|
641K
$20.4M
|
|
|
May 08, 2025
Q1 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
13.9K+ 11.31% |
$408K - $435K
|
137K
$4.35M
|
|
|
May 08, 2025
Q1 2025
|
Fsa Advisors, Inc.
Troy, MI |
BUY
|
- |
336+ 0.88% |
$9.86K - $10.5K
|
38.4K
$1.22M
|
|
|
May 08, 2025
Q1 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
929+ 491.53% |
$27.3K - $29.1K
|
1.12K
$35.5K
|
|
|
May 08, 2025
Q1 2025
|
Private Advisory Group LLC
Redmond, WA |
BUY
|
- |
63.2K+ 182.94% |
$1.85M - $1.98M
|
97.7K
$3.11M
|
|
|
May 08, 2025
Q1 2025
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
25.5K+ 3.2% |
$749K - $799K
|
823K
$26.2M
|
|
|
May 08, 2025
Q1 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
10.6K+ 86.12% |
$311K - $332K
|
22.9K
$729K
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
179K+ 8.13% |
$5.26M - $5.61M
|
2.38M
$75.8M
|
|
|
May 08, 2025
Q1 2025
|
Ifg Advisory, LLC
|
BUY
|
- |
59.2K+ 15.63% |
$1.74M - $1.85M
|
438K
$13.9M
|
|
|
May 08, 2025
Q1 2025
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
13.5K+ 97.08% |
$396K - $422K
|
27.4K
$871K
|
|
|
May 07, 2025
Q1 2025
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
55New |
$1.61K - $1.72K
|
55
$1.75K
|
|
|
May 07, 2025
Q1 2025
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
98.7K+ 55.15% |
$2.9M - $3.09M
|
278K
$8.83M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
5.14M+ 14.52% |
$151M - $161M
|
40.5M
$1.29B
|
|
|
May 07, 2025
Q1 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
119K+ 14.85% |
$3.48M - $3.71M
|
918K
$29.2M
|
|
|
May 07, 2025
Q1 2025
|
First Heartland Consultants, Inc.
|
BUY
|
- |
14.9K+ 16.35% |
$438K - $468K
|
106K
$3.38M
|
|
|
May 07, 2025
Q1 2025
|
Concentrum Wealth Management
|
BUY
|
- |
4.12K+ 34.72% |
$121K - $129K
|
16K
$508K
|
|
|
May 07, 2025
Q1 2025
|
Brio Consultants, LLC
|
BUY
|
- |
16KNew |
$469K - $501K
|
16K
$508K
|
|
|
May 07, 2025
Q1 2025
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
3.34K+ 5.66% |
$97.8K - $104K
|
62.2K
$1.98M
|
|
|
May 07, 2025
Q1 2025
|
Indie Asset Partners, LLC
Carmel, IN |
SELL
|
- |
-725- 6.77% |
$21.3K - $22.7K
|
9.99K
$317K
|
|
|
May 07, 2025
Q1 2025
|
Slt Holdings LLC
Scottsdale, AZ |
BUY
|
- |
16.1K+ 29.79% |
$473K - $505K
|
70.3K
$2.23M
|
|
|
May 07, 2025
Q1 2025
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
43.9K+ 89.82% |
$1.29M - $1.37M
|
92.8K
$2.95M
|
|
|
May 07, 2025
Q1 2025
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
3.01K+ 7.67% |
$88.3K - $94.2K
|
42.2K
$1.34M
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
71.6K+ 18.72% |
$2.1M - $2.24M
|
454K
$14.4M
|
|
|
May 06, 2025
Q1 2025
|
Kovack Advisors, Inc.
|
BUY
|
- |
10.3K+ 10.49% |
$302K - $322K
|
109K
$3.45M
|
|
|
May 06, 2025
Q1 2025
|
Pinnacle Associates LTD
|
BUY
|
- |
2.87K+ 4.02% |
$84.2K - $89.9K
|
74.2K
$2.36M
|
|
|
May 06, 2025
Q1 2025
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-996- 5.58% |
$29.2K - $31.2K
|
16.8K
$535K
|
|
|
May 06, 2025
Q1 2025
|
Wedbush Securities Inc
|
BUY
|
- |
14.3K+ 11.49% |
$421K - $449K
|
139K
$4.42M
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-1.71K- 0.86% |
$50.1K - $53.4K
|
196K
$6.25M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
116K+ 1.13% |
$3.39M - $3.62M
|
10.4M
$329M
|
|
|
May 06, 2025
Q1 2025
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
6.91KNew |
$203K - $216K
|
6.91K
$220K
|
|
|
May 06, 2025
Q1 2025
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-1.42K- 9.14% |
$41.8K - $44.6K
|
14.2K
$450K
|
|
|
May 06, 2025
Q1 2025
|
Trilogy Capital Inc.
|
BUY
|
- |
31.8K+ 128.51% |
$933K - $996K
|
56.6K
$1.8M
|
|
|
May 06, 2025
Q1 2025
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
SELL
|
- |
-9.96K- 11.16% |
$292K - $312K
|
79.3K
$2.52M
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
BUY
|
- |
670+ 18.91% |
$19.7K - $21K
|
4.21K
$134K
|
|
|
May 06, 2025
Q1 2025
|
Brookwood Investment Group LLC
Phoenix, AZ |
BUY
|
- |
6.84KNew |
$201K - $214K
|
6.84K
$218K
|
|
|
May 06, 2025
Q1 2025
|
Free Gulliver LLC
New Orleans, LA |
BUY
|
- |
43.5K+ 29.52% |
$1.28M - $1.36M
|
191K
$6.06M
|
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-89.8K- 22.6% |
$2.63M - $2.81M
|
308K
$9.78M
|
|
|
May 05, 2025
Q1 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
3.23K+ 6.74% |
$94.8K - $101K
|
51.2K
$1.63M
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
71.9K+ 4.48% |
$2.11M - $2.25M
|
1.68M
$53.3M
|
|
|
May 05, 2025
Q1 2025
|
Pcg Wealth Advisors, LLC
|
BUY
|
- |
1.2K+ 0.94% |
$35.3K - $37.7K
|
129K
$4.1M
|
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
37.9K+ 2.04% |
$1.11M - $1.19M
|
1.9M
$60.2M
|
|
|
May 05, 2025
Q1 2025
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
2.01K+ 8.59% |
$59K - $63K
|
25.4K
$809K
|