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 |
|---|---|---|---|---|---|---|---|
|
Feb 12, 2025
Q4 2024
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
BUY
|
- |
19.4KNew |
$577K - $598K
|
19.4K
$596K
|
|
|
Feb 12, 2025
Q4 2024
|
Old Mission Capital LLC
|
SELL
|
- |
-81.7K- 61.79% |
$2.43M - $2.52M
|
50.5K
$1.55M
|
|
|
Feb 12, 2025
Q4 2024
|
Private Portfolio Partners LLC
|
BUY
|
- |
3.05K+ 29.06% |
$90.6K - $93.9K
|
13.5K
$416K
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-361- 66.0% |
$10.7K - $11.1K
|
186
$5.71K
|
|
|
Feb 11, 2025
Q4 2024
|
Runnymede Capital Advisors, Inc.
Dublin, OH |
BUY
|
- |
11.7KNew |
$348K - $361K
|
11.7K
$359K
|
|
|
Feb 07, 2025
Q4 2024
|
Prosperity Financial Group, Inc.
San Ramon, CA |
SELL
|
- |
-1.48K- 16.45% |
$43.9K - $45.4K
|
7.49K
$230K
|
|
|
Feb 07, 2025
Q4 2024
|
Hexagon Capital Partners LLC
|
BUY
|
- |
631New |
$18.8K - $19.4K
|
631
$19.4K
|
|
|
Feb 06, 2025
Q4 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
770New |
$22.9K - $23.7K
|
770
$23.6K
|
|
|
Feb 06, 2025
Q4 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-171- 2.18% |
$5.08K - $5.27K
|
7.68K
$236K
|
|
|
Feb 05, 2025
Q4 2024
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
2K+ 60.51% |
$59.5K - $61.6K
|
5.31K
$163K
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
SELL
|
- |
-969- 36.17% |
$28.8K - $29.9K
|
1.71K
$52.5K
|
|
|
Feb 04, 2025
Q4 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
12.1K+ 10.89% |
$360K - $373K
|
123K
$3.78M
|
|
|
Feb 04, 2025
Q4 2024
|
Edge Capital Group, LLC
|
BUY
|
- |
22.8K+ 11.51% |
$677K - $702K
|
221K
$6.77M
|
|
|
Feb 03, 2025
Q4 2024
|
Element Wealth, LLC
|
BUY
|
- |
10K+ 52.77% |
$299K - $310K
|
29.1K
$893K
|
|
|
Jan 31, 2025
Q4 2024
|
Mcdonald Partners LLC
|
BUY
|
- |
7KNew |
$208K - $216K
|
7K
$215K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
39.9K+ 8.71% |
$1.19M - $1.23M
|
498K
$15.3M
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
4.24K+ 9.15% |
$126K - $131K
|
50.5K
$1.55M
|
|
|
Jan 31, 2025
Q4 2024
|
Legacy Solutions, LLC
Kennett Square, PA |
BUY
|
- |
11.8KNew |
$352K - $365K
|
11.8K
$364K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
15.6K+ 18.46% |
$463K - $480K
|
100K
$3.07M
|
|
|
Jan 29, 2025
Q4 2024
|
Clarus Group, Inc.
|
SELL
|
- |
-1.85K- 10.65% |
$54.9K - $56.9K
|
15.5K
$476K
|
|
|
Jan 29, 2025
Q4 2024
|
Pom Investment Strategies, LLC
Raleigh, NC |
BUY
|
- |
8.62K+ 2.06% |
$256K - $266K
|
428K
$13.1M
|
|
|
Jan 28, 2025
Q4 2024
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
6.56K+ 19.55% |
$195K - $202K
|
40.1K
$1.23M
|
|
|
Jan 24, 2025
Q4 2024
|
Wespac Advisors So Cal, LLC
|
SELL
|
- |
-400- 3.85% |
$11.9K - $12.3K
|
10K
$307K
|
|
|
Jan 24, 2025
Q4 2024
|
Catalina Capital Group, LLC
Torrance, CA |
BUY
|
- |
8.06KNew |
$240K - $248K
|
8.06K
$247K
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Wealth Investment Group, LLC
|
BUY
|
- |
11.2KNew |
$332K - $344K
|
11.2K
$343K
|
|
|
Jan 23, 2025
Q4 2024
|
Masso Torrence Wealth Management Inc.
|
SELL
|
- |
-250- 3.49% |
$7.43K - $7.7K
|
6.91K
$212K
|
|
|
Jan 22, 2025
Q4 2024
|
Falcon Wealth Planning
|
BUY
|
- |
28.4K+ 52.36% |
$843K - $874K
|
82.6K
$2.53M
|
|
|
Jan 22, 2025
Q4 2024
|
Nvest Financial, LLC
|
BUY
|
- |
89.9KNew |
$2.67M - $2.77M
|
89.9K
$2.76M
|
|
|
Jan 17, 2025
Q4 2024
|
Secure Asset Management, LLC
|
BUY
|
- |
8.78KNew |
$261K - $271K
|
8.78K
$270K
|
|
|
Jan 15, 2025
Q4 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-50.3K- 55.41% |
$1.5M - $1.55M
|
40.5K
$1.24M
|
|
|
Jan 15, 2025
Q4 2024
|
True Wealth Advisors, LLC
|
BUY
|
- |
360+ 1.24% |
$10.7K - $11.1K
|
29.4K
$904K
|
|
|
Jan 14, 2025
Q4 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
381New |
$11.3K - $11.7K
|
381
$11.7K
|
|
|
Jan 14, 2025
Q4 2024
|
Wolff Wiese Magana LLC
|
BUY
|
- |
601+ 33.65% |
$17.9K - $18.5K
|
2.39K
$73.3K
|
|
|
Jan 13, 2025
Q4 2024
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
1.15K+ 3.51% |
$34.2K - $35.4K
|
33.8K
$1.04M
|
|
|
Jan 13, 2025
Q4 2024
|
Ewg Elevate Inc.
|
BUY
|
- |
1.1K+ 4.84% |
$32.6K - $33.7K
|
23.7K
$728K
|
|
|
Jan 13, 2025
Q4 2024
|
Capital Cs Group, LLC
|
BUY
|
- |
9.37K+ 6.41% |
$278K - $289K
|
156K
$4.77M
|
|
|
Jan 08, 2025
Q4 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
SELL
|
- |
-170- 23.91% |
$5.05K - $5.24K
|
541
$16.6K
|
|
| Q3 2024 | |||||||
|
May 28, 2025
Q3 2024
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-46.4KClosed |
$1.3M - $1.39M
|
0
$0
|
|
|
Nov 15, 2024
Q3 2024
|
Gg Group Ventures, LLC
Orlando, FL |
BUY
|
- |
6.75KNew |
$190K - $202K
|
6.75K
$207K
|
|
|
Nov 14, 2024
Q3 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
2.47K+ 751.06% |
$69.4K - $73.9K
|
2.8K
$85.9K
|
|
|
Nov 14, 2024
Q3 2024
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
27KNew |
$759K - $807K
|
27K
$829K
|
|
|
Nov 13, 2024
Q3 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
38KNew |
$1.07M - $1.14M
|
38K
$1.17M
|
|
|
Nov 12, 2024
Q3 2024
|
Gentry Private Wealth, LLC
Wichita, KS |
SELL
|
- |
-1.12K- 12.76% |
$31.5K - $33.5K
|
7.67K
$235K
|
|
|
Nov 08, 2024
Q3 2024
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
3.9KNew |
$110K - $117K
|
3.9K
$120K
|
|
|
Nov 06, 2024
Q3 2024
|
Goal Vest Advisory LLC
|
BUY
|
- |
141New |
$3.96K - $4.21K
|
141
$4.33K
|
|
|
Nov 06, 2024
Q3 2024
|
Peterson Financial Group, Inc.
|
BUY
|
- |
6.32KNew |
$178K - $189K
|
6.32K
$194K
|
|
|
Nov 06, 2024
Q3 2024
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-1K- 41.36% |
$28.1K - $29.9K
|
1.42K
$43.5K
|
|
|
Nov 05, 2024
Q3 2024
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
BUY
|
- |
119New |
$3.34K - $3.56K
|
119
$3.65K
|
|
|
Oct 25, 2024
Q3 2024
|
Cutter & CO Brokerage, Inc.
|
BUY
|
- |
6.79KNew |
$191K - $203K
|
6.79K
$208K
|
|
|
Oct 24, 2024
Q3 2024
|
Vima LLC
Troy, MI |
SELL
|
- |
-2.78K- 4.55% |
$78.1K - $83.1K
|
58.4K
$1.79M
|
|