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 |
|---|---|---|---|---|---|---|---|
|
May 08, 2025
Q1 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
929+ 491.53% |
$27.3K - $29.1K
|
1.12K
$35.5K
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
BUY
|
- |
784+ 2.18% |
$23K - $24.5K
|
36.8K
$1.17M
|
|
|
May 13, 2025
Q1 2025
|
Magnolia Capital Advisors LLC
Jackson, MS |
BUY
|
- |
725+ 1.3% |
$21.3K - $22.7K
|
56.3K
$1.79M
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
BUY
|
- |
670+ 18.91% |
$19.7K - $21K
|
4.21K
$134K
|
|
|
May 13, 2025
Q1 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
665+ 4.29% |
$19.5K - $20.8K
|
16.2K
$514K
|
|
|
May 14, 2025
Q1 2025
|
Heritage Wealth Partners, LLC
Dublin, OH |
BUY
|
- |
658+ 8.5% |
$19.3K - $20.6K
|
8.4K
$267K
|
|
|
Apr 16, 2025
Q1 2025
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
BUY
|
- |
649+ 3.31% |
$19K - $20.3K
|
20.2K
$643K
|
|
|
Apr 23, 2025
Q1 2025
|
Holistic Planning, LLC
Nacogdoches, TX |
BUY
|
- |
596+ 3.65% |
$17.5K - $18.7K
|
16.9K
$538K
|
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
500+ 1.47% |
$14.7K - $15.7K
|
34.4K
$1.09M
|
|
|
May 14, 2025
Q1 2025
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
405+ 3.81% |
$11.9K - $12.7K
|
11K
$351K
|
|
|
May 08, 2025
Q1 2025
|
Fsa Advisors, Inc.
Troy, MI |
BUY
|
- |
336+ 0.88% |
$9.86K - $10.5K
|
38.4K
$1.22M
|
|
|
Apr 25, 2025
Q1 2025
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
260New |
$7.63K - $8.14K
|
260
$8.27K
|
|
|
Apr 23, 2025
Q1 2025
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
258+ 7.01% |
$7.57K - $8.08K
|
3.94K
$125K
|
|
|
Apr 30, 2025
Q1 2025
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
200+ 0.65% |
$5.87K - $6.26K
|
30.9K
$981K
|
|
|
May 14, 2025
Q1 2025
|
Reap Financial Group, LLC
Austin, TX |
BUY
|
- |
167+ 878.95% |
$4.9K - $5.23K
|
186
$5.91K
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
160New |
$4.69K - $5.01K
|
160
$5.09K
|
|
|
May 01, 2025
Q1 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
144+ 14400.0% |
$4.22K - $4.51K
|
145
$4.61K
|
|
|
May 14, 2025
Q1 2025
|
Gkv Capital Management Co., Inc.
Walnut Creek, CA |
BUY
|
- |
136New |
$3.99K - $4.26K
|
136
$4.32K
|
|
|
May 12, 2025
Q1 2025
|
Nicholson Wealth Management Group, LLC
Charlestown, SC |
BUY
|
- |
89+ 0.73% |
$2.61K - $2.79K
|
12.3K
$392K
|
|
|
Apr 22, 2025
Q1 2025
|
Breakthru Advisory Services, LLC
Muskego, WI |
BUY
|
- |
85+ 0.05% |
$2.49K - $2.66K
|
161K
$5.12M
|
|
|
May 07, 2025
Q1 2025
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
55New |
$1.61K - $1.72K
|
55
$1.75K
|
|
| Q4 2024 | |||||||
|
Feb 13, 2025
Q4 2024
|
Defined Financial Planning LLC
San Rafael, CA |
BUY
|
- |
93.2KNew |
$2.77M - $2.87M
|
93.2K
$2.96M
|
|
|
Jan 22, 2025
Q4 2024
|
Nvest Financial, LLC
|
BUY
|
- |
89.9KNew |
$2.67M - $2.77M
|
89.9K
$2.86M
|
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
79.7KNew |
$2.37M - $2.46M
|
79.7K
$2.53M
|
|
|
Feb 25, 2025
Q4 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
40.4K+ 38.7% |
$1.2M - $1.25M
|
145K
$4.6M
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
39.9K+ 8.71% |
$1.19M - $1.23M
|
498K
$15.8M
|
|
|
Feb 13, 2025
Q4 2024
|
Legacy Investment Solutions, LLC
Meridian, ID |
BUY
|
- |
26.6K+ 156.23% |
$790K - $818K
|
43.6K
$1.38M
|
|
|
Feb 04, 2025
Q4 2024
|
Edge Capital Group, LLC
|
BUY
|
- |
22.8K+ 11.51% |
$677K - $702K
|
221K
$7.02M
|
|
|
Feb 12, 2025
Q4 2024
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
BUY
|
- |
19.4KNew |
$577K - $598K
|
19.4K
$617K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
15.6K+ 18.46% |
$463K - $480K
|
100K
$3.18M
|
|
|
May 14, 2025
Q4 2024
|
Nwf Advisory Services Inc.
Los Angeles, CA |
BUY
|
- |
13KNew |
$388K - $402K
|
13K
$415K
|
|
|
Feb 04, 2025
Q4 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
12.1K+ 10.89% |
$360K - $373K
|
123K
$3.92M
|
|
|
Jan 31, 2025
Q4 2024
|
Legacy Solutions, LLC
Kennett Square, PA |
BUY
|
- |
11.8KNew |
$352K - $365K
|
11.8K
$377K
|
|
|
Feb 11, 2025
Q4 2024
|
Runnymede Capital Advisors, Inc.
Dublin, OH |
BUY
|
- |
11.7KNew |
$348K - $361K
|
11.7K
$372K
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Wealth Investment Group, LLC
|
BUY
|
- |
11.2KNew |
$332K - $344K
|
11.2K
$355K
|
|
|
Feb 03, 2025
Q4 2024
|
Element Wealth, LLC
|
BUY
|
- |
10K+ 52.77% |
$299K - $310K
|
29.1K
$925K
|
|
|
Jan 13, 2025
Q4 2024
|
Capital Cs Group, LLC
|
BUY
|
- |
9.37K+ 6.41% |
$278K - $289K
|
156K
$4.94M
|
|
|
Feb 12, 2025
Q4 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
8.82K+ 179.23% |
$262K - $272K
|
13.7K
$437K
|
|
|
Jan 17, 2025
Q4 2024
|
Secure Asset Management, LLC
|
BUY
|
- |
8.78KNew |
$261K - $271K
|
8.78K
$279K
|
|
|
Jan 29, 2025
Q4 2024
|
Pom Investment Strategies, LLC
Raleigh, NC |
BUY
|
- |
8.62K+ 2.06% |
$256K - $266K
|
428K
$13.6M
|
|
|
Jan 24, 2025
Q4 2024
|
Catalina Capital Group, LLC
Torrance, CA |
BUY
|
- |
8.06KNew |
$240K - $248K
|
8.06K
$256K
|
|
|
Feb 19, 2025
Q4 2024
|
Richmond Investment Services, LLC
Mequon, WI |
BUY
|
- |
7.75KNew |
$230K - $239K
|
7.75K
$246K
|
|
|
Jan 31, 2025
Q4 2024
|
Mcdonald Partners LLC
|
BUY
|
- |
7KNew |
$208K - $216K
|
7K
$223K
|
|
|
Feb 12, 2025
Q4 2024
|
Forge Financial Services LLC
Edmond, OK |
BUY
|
- |
6.85KNew |
$204K - $211K
|
6.85K
$218K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
4.24K+ 9.15% |
$126K - $131K
|
50.5K
$1.61M
|
|
|
Feb 12, 2025
Q4 2024
|
Private Portfolio Partners LLC
|
BUY
|
- |
3.05K+ 29.06% |
$90.6K - $93.9K
|
13.5K
$430K
|
|
|
Mar 18, 2025
Q4 2024
|
Triton Wealth Management, Pllc
|
BUY
|
- |
2.55K+ 0.84% |
$75.8K - $78.6K
|
307K
$9.76M
|
|
|
Feb 05, 2025
Q4 2024
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
2K+ 60.51% |
$59.5K - $61.6K
|
5.31K
$169K
|
|
|
Feb 14, 2025
Q4 2024
|
Owen La Rue, LLC
Elizabethtown, KY |
BUY
|
- |
1.5K+ 10.71% |
$44.6K - $46.2K
|
15.5K
$493K
|
|
|
Jan 13, 2025
Q4 2024
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
1.15K+ 3.51% |
$34.2K - $35.4K
|
33.8K
$1.08M
|
|