Latest Institutional Purchases of First Tr Ex Td Viii Ft Cboe Ve (BUFR)
This list provides information on the latest institutional transactions involving First Tr Ex Td Viii Ft Cboe Ve (BUFR) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
577K+ 20.65% |
$15.7M - $18.3M
|
3.37M
$109M
|
|
|
Jul 21, 2025
Q2 2025
|
Seros Financial, LLC
Tempe, AZ |
BUY
|
- |
308K+ 173.47% |
$8.4M - $9.78M
|
485K
$15.6M
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
BUY
|
- |
128K+ 6.25% |
$3.5M - $4.08M
|
2.18M
$70.2M
|
|
|
Jul 08, 2025
Q2 2025
|
Prism Advisors, Inc.
|
BUY
|
- |
121KNew |
$3.31M - $3.86M
|
121K
$3.91M
|
|
|
Jul 09, 2025
Q2 2025
|
Heritage Wealth Architects, Inc.
Mendota Heights, MN |
BUY
|
- |
117KNew |
$3.18M - $3.7M
|
117K
$3.75M
|
|
|
Jul 09, 2025
Q2 2025
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
87K+ 53.57% |
$2.37M - $2.77M
|
249K
$8.03M
|
|
|
Jul 22, 2025
Q2 2025
|
Bridge Port Financial Solutions, LLC
Fairfield, IA |
BUY
|
- |
52.8K+ 243.84% |
$1.44M - $1.68M
|
74.5K
$2.4M
|
|
|
Jul 15, 2025
Q2 2025
|
Maridea Wealth Management LLC
Brooklyn, NY |
BUY
|
- |
46.3K+ 61.44% |
$1.26M - $1.47M
|
122K
$3.92M
|
|
|
Jul 23, 2025
Q2 2025
|
Secured Retirement Advisors, LLC
St Louis Park, MN |
BUY
|
- |
44.5K+ 178.59% |
$1.21M - $1.42M
|
69.4K
$2.24M
|
|
|
Jul 21, 2025
Q2 2025
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
44K+ 413.82% |
$1.2M - $1.4M
|
54.7K
$1.76M
|
|
|
Jul 22, 2025
Q2 2025
|
Davenport & CO LLC
|
BUY
|
- |
40.1KNew |
$1.1M - $1.28M
|
40.1K
$1.29M
|
|
|
Jul 02, 2025
Q2 2025
|
Hbw Advisory Services LLC
|
BUY
|
- |
34.4K+ 9.7% |
$939K - $1.09M
|
389K
$12.5M
|
|
|
Jul 17, 2025
Q2 2025
|
Cooper Financial Group
|
BUY
|
- |
25.7K+ 5.76% |
$702K - $818K
|
472K
$15.2M
|
|
|
Jul 22, 2025
Q2 2025
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
BUY
|
- |
23.7K+ 117.06% |
$647K - $754K
|
43.9K
$1.42M
|
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
21.4K+ 22.76% |
$585K - $681K
|
116K
$3.72M
|
|
|
Jul 17, 2025
Q2 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
21KNew |
$572K - $666K
|
21K
$675K
|
|
|
Jul 14, 2025
Q2 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
18.4K+ 26.29% |
$502K - $584K
|
88.3K
$2.84M
|
|
|
Jul 15, 2025
Q2 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
18K+ 46.31% |
$490K - $571K
|
56.8K
$1.83M
|
|
|
Jul 23, 2025
Q2 2025
|
Solitude Financial Services
|
BUY
|
- |
17K+ 6.41% |
$463K - $540K
|
282K
$9.07M
|
|
|
Jul 22, 2025
Q2 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
16.8K+ 20.02% |
$458K - $534K
|
101K
$3.24M
|
|
|
Jul 10, 2025
Q2 2025
|
Worth Asset Management, LLC
|
BUY
|
- |
15.7K+ 174.02% |
$429K - $500K
|
24.7K
$797K
|
|
|
Jul 17, 2025
Q2 2025
|
Pmg Wealth Management, Inc.
Hawthorn Woods, IL |
BUY
|
- |
15.2K+ 6.57% |
$415K - $483K
|
247K
$7.95M
|
|
|
Jul 23, 2025
Q2 2025
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
15.1KNew |
$412K - $480K
|
15.1K
$486K
|
|
|
Jul 07, 2025
Q2 2025
|
Schulz Wealth, Ltd.
Mansfield, TX |
BUY
|
- |
15K+ 5.03% |
$408K - $476K
|
312K
$10.1M
|
|
|
Jul 09, 2025
Q2 2025
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
14.5K+ 62.26% |
$395K - $461K
|
37.7K
$1.22M
|
|
|
Jul 23, 2025
Q2 2025
|
Ignite Planners, LLC
|
BUY
|
- |
14.2K+ 2.12% |
$389K - $453K
|
685K
$22.1M
|
|
|
Jul 18, 2025
Q2 2025
|
Madrona Financial Services, LLC
|
BUY
|
- |
12.8K+ 6.57% |
$349K - $407K
|
208K
$6.68M
|
|
|
Jul 18, 2025
Q2 2025
|
Trilogy Capital Inc.
|
BUY
|
- |
11.8K+ 20.83% |
$322K - $375K
|
68.4K
$2.2M
|
|
|
Jul 21, 2025
Q2 2025
|
Echo Wealth Management, LLC
|
BUY
|
- |
11.4K+ 91.93% |
$312K - $363K
|
23.9K
$768K
|
|
|
Jul 03, 2025
Q2 2025
|
True Wealth Advisors, LLC
|
BUY
|
- |
11.3K+ 38.23% |
$307K - $358K
|
40.7K
$1.31M
|
|
|
Jul 16, 2025
Q2 2025
|
Novem Group
Rochester, NY |
BUY
|
- |
11.2K+ 29.24% |
$305K - $356K
|
49.5K
$1.59M
|
|
|
Jul 23, 2025
Q2 2025
|
Armstrong, Fleming & Moore, Inc
Washington, DC |
BUY
|
- |
10.6KNew |
$289K - $336K
|
10.6K
$340K
|
|
|
Jul 21, 2025
Q2 2025
|
Precedent Wealth Partners, LLC
Houston, TX |
BUY
|
- |
10.3K+ 26.69% |
$281K - $327K
|
48.8K
$1.57M
|
|
|
Jul 17, 2025
Q2 2025
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
8.67K+ 5.99% |
$237K - $276K
|
153K
$4.94M
|
|
|
Jul 15, 2025
Q2 2025
|
Traction Financial Partners, LLC
Littleton, CO |
BUY
|
- |
6.48KNew |
$177K - $206K
|
6.48K
$209K
|
|
|
Jul 17, 2025
Q2 2025
|
Hcr Wealth Advisors
Los Angeles, CA |
BUY
|
- |
6.34KNew |
$173K - $202K
|
6.34K
$204K
|
|
|
Jul 21, 2025
Q2 2025
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
4.98K+ 30.7% |
$136K - $158K
|
21.2K
$683K
|
|
|
Jul 16, 2025
Q2 2025
|
Independent Wealth Network Inc.
|
BUY
|
- |
3.9K+ 7.35% |
$107K - $124K
|
57K
$1.84M
|
|
|
Jul 16, 2025
Q2 2025
|
Cambridge Advisors Inc.
|
BUY
|
- |
3.67K+ 2.57% |
$100K - $117K
|
147K
$4.72M
|
|
|
Jul 16, 2025
Q2 2025
|
Essex Financial Services, Inc.
|
BUY
|
- |
2.39K+ 7.11% |
$65.1K - $75.8K
|
35.9K
$1.16M
|
|
|
Jul 16, 2025
Q2 2025
|
Michels Family Financial, LLC
Fort Worth, TX |
BUY
|
- |
2.38K+ 17.17% |
$64.8K - $75.5K
|
16.2K
$522K
|
|
|
Jul 22, 2025
Q2 2025
|
Keudell
|
BUY
|
- |
2.22K+ 4.3% |
$60.5K - $70.4K
|
53.7K
$1.73M
|
|
|
Jul 23, 2025
Q2 2025
|
Element Wealth, LLC
|
BUY
|
- |
2.01K+ 6.92% |
$54.9K - $64K
|
31.1K
$1M
|
|
|
Jul 09, 2025
Q2 2025
|
Focus Wealth Advisors, LLC
|
BUY
|
- |
1.07K+ 0.61% |
$29.2K - $34.1K
|
176K
$5.68M
|
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
1K+ 3.56% |
$27.3K - $31.8K
|
29.1K
$938K
|
|
|
Jul 07, 2025
Q2 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
467New |
$12.7K - $14.9K
|
467
$15K
|
|
|
Jul 14, 2025
Q2 2025
|
Masso Torrence Wealth Management Inc.
|
BUY
|
- |
440+ 6.37% |
$12K - $14K
|
7.35K
$237K
|
|
|
Jul 10, 2025
Q2 2025
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
430+ 1.05% |
$11.7K - $13.7K
|
41.6K
$1.34M
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
351+ 22.85% |
$9.58K - $11.2K
|
1.89K
$60.8K
|
|
|
Jul 17, 2025
Q2 2025
|
Wolff Wiese Magana LLC
|
BUY
|
- |
305+ 12.78% |
$8.33K - $9.7K
|
2.69K
$86.7K
|