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 |
|---|---|---|---|---|---|---|---|
|
Apr 28, 2025
Q1 2025
|
First Horizon Advisors, Inc.
|
BUY
|
- |
24.5K+ 7.17% |
$720K - $768K
|
367K
$11.7M
|
|
|
Apr 28, 2025
Q1 2025
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
9.28K+ 41.84% |
$272K - $291K
|
31.5K
$1M
|
|
|
Apr 28, 2025
Q1 2025
|
Clarity Capital Partners LLC
Newport Beach, CA |
BUY
|
- |
11.3K+ 39.5% |
$331K - $353K
|
39.8K
$1.26M
|
|
|
Apr 28, 2025
Q1 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
5.85K+ 10.13% |
$172K - $183K
|
63.6K
$2.02M
|
|
|
Apr 28, 2025
Q1 2025
|
Simpli Fi, Inc.
|
SELL
|
- |
-368K- 96.75% |
$10.8M - $11.5M
|
12.3K
$392K
|
|
|
Apr 28, 2025
Q1 2025
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
7.38K+ 7.57% |
$217K - $231K
|
105K
$3.34M
|
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-129K- 56.25% |
$3.79M - $4.04M
|
100K
$3.19M
|
|
|
Apr 25, 2025
Q1 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
9.29K+ 3.62% |
$273K - $291K
|
266K
$8.46M
|
|
|
Apr 25, 2025
Q1 2025
|
Naviter Wealth, LLC
|
BUY
|
- |
18.4K+ 6.83% |
$540K - $576K
|
288K
$9.16M
|
|
|
Apr 25, 2025
Q1 2025
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
260New |
$7.63K - $8.14K
|
260
$8.27K
|
|
|
Apr 25, 2025
Q1 2025
|
Perissos Private Wealth Management, LLC
Bethany, OK |
BUY
|
- |
9.6K+ 17.07% |
$282K - $301K
|
65.9K
$2.09M
|
|
|
Apr 25, 2025
Q1 2025
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
20.4K+ 25.1% |
$598K - $639K
|
102K
$3.23M
|
|
|
Apr 25, 2025
Q1 2025
|
Rovin Capital
|
SELL
|
- |
-5.99K- 0.93% |
$176K - $188K
|
637K
$20.2M
|
|
|
Apr 25, 2025
Q1 2025
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-3.06K- 8.95% |
$89.8K - $95.8K
|
31.1K
$990K
|
|
|
Apr 24, 2025
Q1 2025
|
Money Concepts Capital Corp
|
BUY
|
- |
144K+ 63.02% |
$4.22M - $4.5M
|
372K
$11.8M
|
|
|
Apr 24, 2025
Q1 2025
|
Philip James Wealth Mangement, LLC
Milton, GA |
SELL
|
- |
-6.22K- 33.53% |
$183K - $195K
|
12.3K
$392K
|
|
|
Apr 24, 2025
Q1 2025
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-407- 2.84% |
$11.9K - $12.7K
|
13.9K
$443K
|
|
|
Apr 24, 2025
Q1 2025
|
Tsfg, LLC
|
BUY
|
- |
6.76K+ 4.81% |
$198K - $212K
|
147K
$4.68M
|
|
|
Apr 24, 2025
Q1 2025
|
Financial Futures LTD Liability Co.
|
BUY
|
- |
2.15K+ 0.93% |
$63.1K - $67.3K
|
234K
$7.43M
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-220K- 50.0% |
$6.46M - $6.89M
|
220K
$7M
|
|
|
Apr 23, 2025
Q1 2025
|
Riverbend Wealth Management, LLC
Myrtle Beach, SC |
BUY
|
- |
6.84K+ 22.89% |
$201K - $214K
|
36.7K
$1.17M
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-4.1K- 33.38% |
$120K - $128K
|
8.17K
$260K
|
|
|
Apr 23, 2025
Q1 2025
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
10.4K+ 37.54% |
$304K - $325K
|
38K
$1.21M
|
|
|
Apr 23, 2025
Q1 2025
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
6.69K+ 28.51% |
$196K - $209K
|
30.1K
$958K
|
|
|
Apr 23, 2025
Q1 2025
|
Img Wealth Management, Inc.
Jacksonville, FL |
BUY
|
- |
43.7K+ 12.51% |
$1.28M - $1.37M
|
393K
$12.5M
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
BUY
|
- |
11.5K+ 132.5% |
$338K - $361K
|
20.2K
$642K
|
|
|
Apr 23, 2025
Q1 2025
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
258+ 7.01% |
$7.57K - $8.08K
|
3.94K
$125K
|
|
|
Apr 23, 2025
Q1 2025
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
BUY
|
- |
39.7K+ 8.55% |
$1.17M - $1.24M
|
505K
$16M
|
|
|
Apr 23, 2025
Q1 2025
|
Holistic Planning, LLC
Nacogdoches, TX |
BUY
|
- |
596+ 3.65% |
$17.5K - $18.7K
|
16.9K
$538K
|
|
|
Apr 23, 2025
Q1 2025
|
Capasso Planning Partners LLC
Charleston, SC |
BUY
|
- |
50.7K+ 264.88% |
$1.49M - $1.59M
|
69.8K
$2.22M
|
|
|
Apr 23, 2025
Q1 2025
|
Madrona Financial Services, LLC
|
SELL
|
- |
-95.4K- 32.88% |
$2.8M - $2.99M
|
195K
$6.19M
|
|
|
Apr 23, 2025
Q1 2025
|
Western Wealth Management, LLC
|
BUY
|
- |
72K+ 74.08% |
$2.11M - $2.26M
|
169K
$5.38M
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
127K+ 10225.42% |
$3.73M - $3.98M
|
128K
$4.08M
|
|
|
Apr 23, 2025
Q1 2025
|
Financial Guidance Group, Inc.
|
BUY
|
- |
8.86K+ 11.04% |
$260K - $277K
|
89.1K
$2.83M
|
|
|
Apr 22, 2025
Q1 2025
|
Echo Wealth Management, LLC
|
BUY
|
- |
1.22K+ 10.83% |
$35.6K - $38K
|
12.4K
$395K
|
|
|
Apr 22, 2025
Q1 2025
|
Brendel Financial Advisors LLC
|
BUY
|
- |
20.3KNew |
$596K - $636K
|
20.3K
$645K
|
|
|
Apr 22, 2025
Q1 2025
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
SELL
|
- |
-2.08K- 5.36% |
$61K - $65.1K
|
36.7K
$1.17M
|
|
|
Apr 22, 2025
Q1 2025
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
71.9KNew |
$2.11M - $2.25M
|
71.9K
$2.29M
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
176K+ 6.06% |
$5.15M - $5.5M
|
3.07M
$97.7M
|
|
|
Apr 22, 2025
Q1 2025
|
Ergawealth Advisors, Inc.
Oak Brook, IL |
BUY
|
- |
86.4K+ 25.49% |
$2.54M - $2.71M
|
425K
$13.5M
|
|
|
Apr 22, 2025
Q1 2025
|
Breakthru Advisory Services, LLC
Muskego, WI |
BUY
|
- |
85+ 0.05% |
$2.49K - $2.66K
|
161K
$5.12M
|
|
|
Apr 22, 2025
Q1 2025
|
Mascagni Wealth Management, Inc.
Clinton, MS |
SELL
|
- |
-703- 1.62% |
$20.6K - $22K
|
42.8K
$1.36M
|
|
|
Apr 22, 2025
Q1 2025
|
Winebrenner Capital Management LLC
Louisville, KY |
BUY
|
- |
9.78K+ 127.08% |
$287K - $306K
|
17.5K
$555K
|
|
|
Apr 22, 2025
Q1 2025
|
Consolidated Portfolio Review Corp
Woodbury, NY |
SELL
|
- |
-1.14K- 0.78% |
$33.4K - $35.6K
|
145K
$4.6M
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
75.6K+ 18.99% |
$2.22M - $2.37M
|
474K
$15.1M
|
|
|
Apr 22, 2025
Q1 2025
|
Keudell
|
SELL
|
- |
-38.1K- 42.54% |
$1.12M - $1.19M
|
51.5K
$1.64M
|
|
|
Apr 22, 2025
Q1 2025
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
145K+ 50.15% |
$4.24M - $4.53M
|
433K
$13.8M
|
|
|
Apr 22, 2025
Q1 2025
|
Bridge Port Financial Solutions, LLC
Fairfield, IA |
BUY
|
- |
5.94K+ 37.78% |
$174K - $186K
|
21.7K
$689K
|
|
|
Apr 21, 2025
Q1 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
118K+ 135.32% |
$3.45M - $3.68M
|
205K
$6.5M
|
|
|
Apr 21, 2025
Q1 2025
|
Life Wealth Investments, LLC
Winter Garden, FL |
BUY
|
- |
11.3KNew |
$332K - $354K
|
11.3K
$359K
|