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, 2024
Q3 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
88.1K+ 7.26% |
$2.48M - $2.63M
|
1.3M
$40.5M
|
|
|
Nov 05, 2024
Q3 2024
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-15.6K- 20.0% |
$439K - $467K
|
62.5K
$1.94M
|
|
|
Nov 04, 2024
Q3 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
43.9K+ 111.78% |
$1.23M - $1.31M
|
83.2K
$2.59M
|
|
|
Nov 04, 2024
Q3 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-70- 0.28% |
$1.97K - $2.09K
|
24.7K
$770K
|
|
|
Nov 04, 2024
Q3 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
1.95KNew |
$54.8K - $58.3K
|
1.95K
$60.6K
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
403K+ 25.81% |
$11.3M - $12M
|
1.96M
$61.1M
|
|
|
Nov 04, 2024
Q3 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
6.04K+ 31.29% |
$170K - $180K
|
25.3K
$788K
|
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-342- 2.12% |
$9.61K - $10.2K
|
15.8K
$492K
|
|
|
Nov 01, 2024
Q3 2024
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
22.8K+ 8.45% |
$640K - $681K
|
292K
$9.09M
|
|
|
Nov 01, 2024
Q3 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
276K+ 252.56% |
$7.74M - $8.24M
|
385K
$12M
|
|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
BUY
|
- |
1.37K+ 66.09% |
$38.6K - $41.1K
|
3.45K
$107K
|
|
|
Nov 01, 2024
Q3 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
104K+ 33.02% |
$2.92M - $3.11M
|
419K
$13M
|
|
|
Oct 31, 2024
Q3 2024
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
BUY
|
- |
36.7KNew |
$1.03M - $1.1M
|
36.7K
$1.14M
|
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
84.5K+ 26.79% |
$2.38M - $2.53M
|
400K
$12.4M
|
|
|
Oct 31, 2024
Q3 2024
|
Philip James Wealth Mangement, LLC
Milton, GA |
BUY
|
- |
2.9K+ 1.92% |
$81.5K - $86.7K
|
154K
$4.78M
|
|
|
Oct 31, 2024
Q3 2024
|
Heritage Wealth Management, Inc.
Cincinnati, OH |
BUY
|
- |
229+ 0.7% |
$6.43K - $6.84K
|
33K
$1.03M
|
|
|
Oct 31, 2024
Q3 2024
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
713+ 0.75% |
$20K - $21.3K
|
96.1K
$2.99M
|
|
|
Oct 31, 2024
Q3 2024
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
3.96K+ 13.82% |
$111K - $118K
|
32.6K
$1.01M
|
|
|
Oct 31, 2024
Q3 2024
|
Navalign, LLC
|
BUY
|
- |
9.09K+ 6.56% |
$255K - $272K
|
148K
$4.59M
|
|
|
Oct 31, 2024
Q3 2024
|
Able Financial Group, LLC
Scottsdale, AZ |
BUY
|
- |
16.5K+ 5.08% |
$465K - $494K
|
342K
$10.6M
|
|
|
Oct 30, 2024
Q3 2024
|
Clarity Capital Partners LLC
Newport Beach, CA |
BUY
|
- |
2.97K+ 12.48% |
$83.4K - $88.7K
|
26.8K
$832K
|
|
|
Oct 30, 2024
Q3 2024
|
Solitude Financial Services
|
BUY
|
- |
1.94K+ 0.48% |
$54.5K - $58K
|
406K
$12.6M
|
|
|
Oct 30, 2024
Q3 2024
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
18.8K+ 5102.44% |
$529K - $563K
|
19.2K
$597K
|
|
|
Oct 30, 2024
Q3 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
27.5K+ 8.53% |
$774K - $823K
|
351K
$10.9M
|
|
|
Oct 30, 2024
Q3 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-1.82K- 0.5% |
$51.1K - $54.3K
|
359K
$11.2M
|
|
|
Oct 30, 2024
Q3 2024
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
2.67K+ 3.42% |
$75K - $79.8K
|
80.7K
$2.51M
|
|
|
Oct 30, 2024
Q3 2024
|
North Rock Partners, LLC
|
SELL
|
- |
-11.1K- 4.35% |
$311K - $331K
|
244K
$7.58M
|
|
|
Oct 29, 2024
Q3 2024
|
Secured Retirement Advisors, LLC
St Louis Park, MN |
BUY
|
- |
1.35K+ 1.13% |
$38K - $40.4K
|
121K
$3.76M
|
|
|
Oct 29, 2024
Q3 2024
|
Key F Inancial Inc
|
BUY
|
- |
4.51K+ 1.23% |
$127K - $135K
|
371K
$11.5M
|
|
|
Oct 29, 2024
Q3 2024
|
Indie Asset Partners, LLC
Carmel, IN |
BUY
|
- |
50+ 0.55% |
$1.41K - $1.49K
|
9.17K
$285K
|
|
|
Oct 29, 2024
Q3 2024
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-655- 0.25% |
$18.4K - $19.6K
|
262K
$8.15M
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
249K+ 9.17% |
$6.99M - $7.44M
|
2.96M
$92.2M
|
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
BUY
|
- |
2.68KNew |
$75.3K - $80.1K
|
2.68K
$83.3K
|
|
|
Oct 28, 2024
Q3 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
102K+ 10.57% |
$2.87M - $3.05M
|
1.07M
$33.2M
|
|
|
Oct 28, 2024
Q3 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
1KNew |
$28.1K - $29.9K
|
1K
$31.1K
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
36.6K+ 76.52% |
$1.03M - $1.09M
|
84.4K
$2.63M
|
|
|
Oct 28, 2024
Q3 2024
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
1.91K+ 4.2% |
$53.6K - $57.1K
|
47.4K
$1.47M
|
|
|
Oct 28, 2024
Q3 2024
|
Tower Wealth Partners, Inc.
Lewisburg, PA |
SELL
|
- |
-22- 0.01% |
$618 - $658
|
371K
$11.5M
|
|
|
Oct 25, 2024
Q3 2024
|
Schulz Wealth, Ltd.
Mansfield, TX |
BUY
|
- |
9.49K+ 2.98% |
$267K - $284K
|
328K
$10.2M
|
|
|
Oct 25, 2024
Q3 2024
|
Cutter & CO Brokerage, Inc.
|
BUY
|
- |
6.79KNew |
$191K - $203K
|
6.79K
$211K
|
|
|
Oct 25, 2024
Q3 2024
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
28K+ 11.2% |
$785K - $836K
|
277K
$8.63M
|
|
|
Oct 25, 2024
Q3 2024
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
72.5K+ 6.63% |
$2.04M - $2.17M
|
1.17M
$36.3M
|
|
|
Oct 25, 2024
Q3 2024
|
Pinnacle Associates LTD
|
SELL
|
- |
-2.17K- 6.66% |
$60.8K - $64.7K
|
30.3K
$943K
|
|
|
Oct 24, 2024
Q3 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
1.27K+ 3.96% |
$35.7K - $38K
|
33.3K
$1.04M
|
|
|
Oct 24, 2024
Q3 2024
|
Vima LLC
Troy, MI |
SELL
|
- |
-2.78K- 4.55% |
$78.1K - $83.1K
|
58.4K
$1.82M
|
|
|
Oct 24, 2024
Q3 2024
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
BUY
|
- |
79.7K+ 10.01% |
$2.24M - $2.38M
|
876K
$27.3M
|
|
|
Oct 24, 2024
Q3 2024
|
Trail Ridge Investment Advisors, LLC
|
BUY
|
- |
10.4K+ 11.31% |
$292K - $311K
|
102K
$3.18M
|
|
|
Oct 24, 2024
Q3 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-6.68K- 3.98% |
$188K - $200K
|
161K
$5M
|
|
|
Oct 23, 2024
Q3 2024
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
7.55KNew |
$212K - $226K
|
7.55K
$235K
|
|
|
Oct 23, 2024
Q3 2024
|
Ergawealth Advisors, Inc.
Oak Brook, IL |
BUY
|
- |
74.7K+ 38.91% |
$2.1M - $2.23M
|
267K
$8.29M
|