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 |
---|---|---|---|---|---|---|---|
Apr 22, 2025
Q1 2025
|
Bridge Port Financial Solutions, LLC
Fairfield, IA |
BUY
|
- |
5.94K+ 37.78% |
$174K - $186K
|
21.7K
$689K
|
|
Apr 28, 2025
Q1 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
5.85K+ 10.13% |
$172K - $183K
|
63.6K
$2.02M
|
|
Apr 29, 2025
Q1 2025
|
Drake & Associates, LLC
Waukesha, WI |
BUY
|
- |
5.74K+ 1.42% |
$168K - $180K
|
410K
$13M
|
|
Apr 18, 2025
Q1 2025
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
5.43K+ 10.76% |
$159K - $170K
|
55.9K
$1.78M
|
|
May 15, 2025
Q1 2025
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
BUY
|
- |
5.39K+ 2.47% |
$158K - $169K
|
223K
$7.1M
|
|
May 27, 2025
Q1 2025
|
Jacobi Capital Management LLC
|
BUY
|
- |
5.16K+ 2.72% |
$151K - $161K
|
195K
$6.19M
|
|
Apr 21, 2025
Q1 2025
|
Advisory Resource Group
|
BUY
|
- |
5.06K+ 43.65% |
$148K - $158K
|
16.6K
$529K
|
|
May 09, 2025
Q1 2025
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
5.02K+ 1.19% |
$147K - $157K
|
428K
$13.6M
|
|
May 15, 2025
Q1 2025
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
4.95K+ 16.73% |
$145K - $155K
|
34.5K
$1.1M
|
|
May 02, 2025
Q1 2025
|
Frederick Financial Consultants, LLC
Frederick, MD |
BUY
|
- |
4.9K+ 1.81% |
$144K - $153K
|
275K
$8.75M
|
|
Apr 16, 2025
Q1 2025
|
Seros Financial, LLC
Tempe, AZ |
BUY
|
- |
4.47K+ 2.59% |
$131K - $140K
|
177K
$5.64M
|
|
Apr 30, 2025
Q1 2025
|
Cooper Capital Advisors LLC
Encinitas, CA |
BUY
|
- |
4.38K+ 1.19% |
$128K - $137K
|
372K
$11.8M
|
|
May 13, 2025
Q1 2025
|
Leigh Baldwin & Co., LLC
Cazenovia, NY |
BUY
|
- |
4.23K+ 15.95% |
$124K - $132K
|
30.7K
$977K
|
|
May 07, 2025
Q1 2025
|
Concentrum Wealth Management
|
BUY
|
- |
4.12K+ 34.72% |
$121K - $129K
|
16K
$508K
|
|
Apr 18, 2025
Q1 2025
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
BUY
|
- |
3.94K+ 21.17% |
$116K - $123K
|
22.5K
$716K
|
|
May 14, 2025
Q1 2025
|
Centaurus Financial, Inc.
|
BUY
|
- |
3.82K+ 1.3% |
$112K - $119K
|
297K
$9.43M
|
|
May 12, 2025
Q1 2025
|
Townsquare Capital LLC
|
BUY
|
- |
3.75K+ 0.55% |
$110K - $117K
|
683K
$21.7M
|
|
May 09, 2025
Q1 2025
|
Blair William & CO
Chicago, IL |
BUY
|
- |
3.74K+ 93.92% |
$110K - $117K
|
7.72K
$246K
|
|
May 13, 2025
Q1 2025
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
3.7KNew |
$109K - $116K
|
3.7K
$118K
|
|
May 15, 2025
Q1 2025
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
3.37K+ 14.5% |
$99K - $106K
|
26.6K
$847K
|
|
May 07, 2025
Q1 2025
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
3.34K+ 5.66% |
$97.8K - $104K
|
62.2K
$1.98M
|
|
May 05, 2025
Q1 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
3.23K+ 6.74% |
$94.8K - $101K
|
51.2K
$1.63M
|
|
May 07, 2025
Q1 2025
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
3.01K+ 7.67% |
$88.3K - $94.2K
|
42.2K
$1.34M
|
|
May 01, 2025
Q1 2025
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
3KNew |
$88K - $93.9K
|
3K
$95.4K
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
2.98K+ 14895.0% |
$87.4K - $93.3K
|
3K
$95.3K
|
|
Apr 18, 2025
Q1 2025
|
Lion Street Advisors, LLC
|
BUY
|
- |
2.95K+ 5.75% |
$86.6K - $92.5K
|
54.3K
$1.73M
|
|
May 06, 2025
Q1 2025
|
Pinnacle Associates LTD
|
BUY
|
- |
2.87K+ 4.02% |
$84.2K - $89.9K
|
74.2K
$2.36M
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
2.83K+ 1.95% |
$83K - $88.6K
|
148K
$4.71M
|
|
May 15, 2025
Q1 2025
|
Sonoma Private Wealth LLC
San Francisco, CA |
BUY
|
- |
2.74K+ 8.77% |
$80.2K - $85.6K
|
33.9K
$1.08M
|
|
Apr 28, 2025
Q1 2025
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
2.52K+ 3.62% |
$74.1K - $79K
|
72.3K
$2.3M
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
2.32KNew |
$68K - $72.6K
|
2.32K
$73.7K
|
|
May 13, 2025
Q1 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
2.29K+ 11.25% |
$67.3K - $71.8K
|
22.7K
$721K
|
|
Apr 24, 2025
Q1 2025
|
Financial Futures LTD Liability Co.
|
BUY
|
- |
2.15K+ 0.93% |
$63.1K - $67.3K
|
234K
$7.43M
|
|
May 13, 2025
Q1 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
2.13K+ 1.98% |
$62.5K - $66.7K
|
110K
$3.5M
|
|
Apr 16, 2025
Q1 2025
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
2.12K+ 16.55% |
$62.1K - $66.3K
|
14.9K
$474K
|
|
May 14, 2025
Q1 2025
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
2.1K+ 4.65% |
$61.6K - $65.8K
|
47.2K
$1.5M
|
|
Apr 15, 2025
Q1 2025
|
Noble Wealth Management Pbc
Greenwood Village, CO |
BUY
|
- |
2.07K+ 1.83% |
$60.8K - $64.8K
|
115K
$3.67M
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
2.03K+ 7.87% |
$59.7K - $63.7K
|
27.9K
$886K
|
|
May 05, 2025
Q1 2025
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
2.01K+ 8.59% |
$59K - $63K
|
25.4K
$809K
|
|
May 15, 2025
Q1 2025
|
Paragon Private Wealth Management, LLC
|
BUY
|
- |
2K+ 8.78% |
$58.6K - $62.6K
|
24.8K
$787K
|
|
May 15, 2025
Q1 2025
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
1.95KNew |
$57.2K - $61.1K
|
1.95K
$62K
|
|
Apr 29, 2025
Q1 2025
|
Heritage Wealth Management, Inc.
Cincinnati, OH |
BUY
|
- |
1.88K+ 5.33% |
$55.1K - $58.8K
|
37.1K
$1.18M
|
|
May 15, 2025
Q1 2025
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
1.85K+ 7.83% |
$54.2K - $57.9K
|
25.5K
$810K
|
|
May 14, 2025
Q1 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
1.81K+ 20.37% |
$53.1K - $56.7K
|
10.7K
$340K
|
|
May 12, 2025
Q1 2025
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
1.23K+ 4.05% |
$35.9K - $38.4K
|
31.5K
$1M
|
|
Apr 22, 2025
Q1 2025
|
Echo Wealth Management, LLC
|
BUY
|
- |
1.22K+ 10.83% |
$35.6K - $38K
|
12.4K
$395K
|
|
May 05, 2025
Q1 2025
|
Pcg Wealth Advisors, LLC
|
BUY
|
- |
1.2K+ 0.94% |
$35.3K - $37.7K
|
129K
$4.1M
|
|
May 15, 2025
Q1 2025
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
1.07K+ 1.11% |
$31.3K - $33.4K
|
97K
$3.08M
|
|
May 01, 2025
Q1 2025
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
1KNew |
$29.3K - $31.3K
|
1K
$31.8K
|
|
May 15, 2025
Q1 2025
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
991+ 2.27% |
$29.1K - $31K
|
44.7K
$1.42M
|