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 14, 2025
Q1 2025
|
Rda Financial Network
|
BUY
|
- |
269+ 0.51% |
$7.89K - $8.42K
|
52.7K
$1.62M
|
|
|
Apr 14, 2025
Q1 2025
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-4.11K- 20.22% |
$121K - $129K
|
16.2K
$498K
|
|
|
Apr 14, 2025
Q1 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
27.7K+ 65.54% |
$812K - $866K
|
69.9K
$2.14M
|
|
|
Apr 14, 2025
Q1 2025
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
116K+ 248.77% |
$3.4M - $3.63M
|
162K
$4.98M
|
|
|
Apr 14, 2025
Q1 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
14.4K+ 20.77% |
$423K - $452K
|
83.9K
$2.57M
|
|
|
Apr 14, 2025
Q1 2025
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-301- 3.34% |
$8.83K - $9.42K
|
8.71K
$267K
|
|
|
Apr 14, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-14.3K- 96.63% |
$421K - $449K
|
500
$15.3K
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-41K- 11.83% |
$1.2M - $1.28M
|
305K
$9.37M
|
|
|
Apr 11, 2025
Q1 2025
|
Adamsbrown Wealth Consultants LLC
|
BUY
|
- |
2.47K+ 16.07% |
$72.5K - $77.4K
|
17.9K
$548K
|
|
|
Apr 11, 2025
Q1 2025
|
Tower Wealth Partners, Inc.
Lewisburg, PA |
SELL
|
- |
-902- 0.26% |
$26.5K - $28.2K
|
347K
$10.6M
|
|
|
Apr 11, 2025
Q1 2025
|
Prospect Financial Services LLC
Melville, NY |
SELL
|
- |
-40- 0.39% |
$1.17K - $1.25K
|
10.1K
$311K
|
|
|
Apr 11, 2025
Q1 2025
|
Pitti Group Wealth Management, LLC
|
SELL
|
- |
-50.6K- 86.84% |
$1.48M - $1.58M
|
7.67K
$235K
|
|
|
Apr 10, 2025
Q1 2025
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-155K- 13.53% |
$4.55M - $4.86M
|
992K
$30.4M
|
|
|
Apr 10, 2025
Q1 2025
|
Accel Wealth Management
|
BUY
|
- |
6.92KNew |
$203K - $217K
|
6.92K
$212K
|
|
|
Apr 10, 2025
Q1 2025
|
Richard P Slaughter Associates Inc
|
BUY
|
- |
73.4KNew |
$2.15M - $2.3M
|
73.4K
$2.25M
|
|
|
Apr 10, 2025
Q1 2025
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
- |
16.9K+ 10.92% |
$496K - $530K
|
172K
$5.27M
|
|
|
Apr 10, 2025
Q1 2025
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
SELL
|
- |
-1.49K- 0.27% |
$43.7K - $46.6K
|
557K
$17.1M
|
|
|
Apr 10, 2025
Q1 2025
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
29.4KNew |
$863K - $921K
|
29.4K
$903K
|
|
|
Apr 10, 2025
Q1 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
6.57K+ 50.84% |
$193K - $206K
|
19.5K
$598K
|
|
|
Apr 09, 2025
Q1 2025
|
Worth Asset Management, LLC
|
BUY
|
- |
50+ 0.56% |
$1.47K - $1.57K
|
9.03K
$277K
|
|
|
Apr 09, 2025
Q1 2025
|
Pmg Wealth Management, Inc.
Hawthorn Woods, IL |
BUY
|
- |
2.64K+ 1.15% |
$77.3K - $82.5K
|
232K
$7.11M
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
28.1K+ 112340.0% |
$824K - $879K
|
28.1K
$863K
|
|
|
Apr 09, 2025
Q1 2025
|
Signature Securities Group Corporation
|
BUY
|
- |
4.55K+ 5.41% |
$134K - $143K
|
88.7K
$2.72M
|
|
|
Apr 09, 2025
Q1 2025
|
Milestone Asset Management, LLC
Pittsburgh, PA |
SELL
|
- |
-60.9K- 5.67% |
$1.79M - $1.91M
|
1.01M
$31.1M
|
|
|
Apr 09, 2025
Q1 2025
|
Hbw Advisory Services LLC
|
BUY
|
- |
48.7K+ 15.9% |
$1.43M - $1.52M
|
355K
$10.9M
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
20.6K+ 42.44% |
$604K - $645K
|
69.1K
$2.12M
|
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
229K+ 29.57% |
$6.72M - $7.18M
|
1M
$30.8M
|
|
|
Apr 09, 2025
Q1 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
SELL
|
- |
-32.3K- 95.61% |
$947K - $1.01M
|
1.48K
$45.5K
|
|
|
Apr 08, 2025
Q1 2025
|
Hfg Wealth Management, LLC
The Woodlands, TX |
SELL
|
- |
-3.36K- 1.65% |
$98.5K - $105K
|
201K
$6.15M
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-242- 13.61% |
$7.1K - $7.58K
|
1.54K
$47.1K
|
|
|
Apr 03, 2025
Q1 2025
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
76.1K+ 91.41% |
$2.23M - $2.38M
|
159K
$4.89M
|
|
|
Apr 03, 2025
Q1 2025
|
First Hawaiian Bank
|
BUY
|
- |
80.6K+ 82.92% |
$2.37M - $2.52M
|
178K
$5.46M
|
|
|
Apr 01, 2025
Q1 2025
|
Hobart Private Capital, LLC
Charlotte, NC |
SELL
|
- |
-641K- 54.65% |
$18.8M - $20.1M
|
532K
$16.3M
|
|
| Q4 2024 | |||||||
|
May 14, 2025
Q4 2024
|
Nwf Advisory Services Inc.
Los Angeles, CA |
BUY
|
- |
13KNew |
$388K - $402K
|
13K
$400K
|
|
|
Mar 18, 2025
Q4 2024
|
Triton Wealth Management, Pllc
|
BUY
|
- |
2.55K+ 0.84% |
$75.8K - $78.6K
|
307K
$9.42M
|
|
|
Mar 06, 2025
Q4 2024
|
Iron Oak Wealth Llc.
Cedar Park, TX |
BUY
|
- |
109KNew |
$3.24M - $3.36M
|
109K
$3.35M
|
|
|
Feb 28, 2025
Q4 2024
|
Park Square Financial Group, LLC
Roswell, GA |
BUY
|
- |
5New |
$149 - $154
|
5
$153
|
|
|
Feb 25, 2025
Q4 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
40.4K+ 38.7% |
$1.2M - $1.25M
|
145K
$4.45M
|
|
|
Feb 19, 2025
Q4 2024
|
Richmond Investment Services, LLC
Mequon, WI |
BUY
|
- |
7.75KNew |
$230K - $239K
|
7.75K
$238K
|
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
SELL
|
- |
-6- 0.29% |
$178 - $185
|
2.04K
$62.5K
|
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
79.7KNew |
$2.37M - $2.46M
|
79.7K
$2.45M
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
715New |
$21.3K - $22K
|
715
$21.9K
|
|
|
Feb 14, 2025
Q4 2024
|
Owen La Rue, LLC
Elizabethtown, KY |
BUY
|
- |
1.5K+ 10.71% |
$44.6K - $46.2K
|
15.5K
$476K
|
|
|
Feb 14, 2025
Q4 2024
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
80New |
$2.38K - $2.46K
|
80
$2.46K
|
|
|
Feb 13, 2025
Q4 2024
|
Defined Financial Planning LLC
San Rafael, CA |
BUY
|
- |
93.2KNew |
$2.77M - $2.87M
|
93.2K
$2.86M
|
|
|
Feb 13, 2025
Q4 2024
|
Mach 1 Financial Group, LLC
Bentonville, AR |
SELL
|
- |
-271K- 92.8% |
$8.07M - $8.36M
|
21K
$646K
|
|
|
Feb 13, 2025
Q4 2024
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
60New |
$1.78K - $1.85K
|
60
$1.84K
|
|
|
Feb 13, 2025
Q4 2024
|
Legacy Investment Solutions, LLC
Meridian, ID |
BUY
|
- |
26.6K+ 156.23% |
$790K - $818K
|
43.6K
$1.34M
|
|
|
Feb 12, 2025
Q4 2024
|
Forge Financial Services LLC
Edmond, OK |
BUY
|
- |
6.85KNew |
$204K - $211K
|
6.85K
$210K
|
|
|
Feb 12, 2025
Q4 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
8.82K+ 179.23% |
$262K - $272K
|
13.7K
$422K
|
|