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 15, 2024
Q1 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
9KNew |
$237K - $252K
|
9K
$276K
|
|
|
May 15, 2024
Q1 2024
|
Cascade Investment Group, Inc.
Colorado Springs, CO |
BUY
|
- |
8.34KNew |
$219K - $233K
|
8.34K
$256K
|
|
|
Apr 30, 2024
Q1 2024
|
Retirement Group, LLC
|
BUY
|
- |
6.11KNew |
$161K - $171K
|
6.11K
$188K
|
|
|
May 10, 2024
Q1 2024
|
Citigroup Inc
|
BUY
|
- |
1.6KNew |
$42.1K - $44.7K
|
1.6K
$49.1K
|
|
|
Jun 21, 2024
Q1 2024
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
73New |
$1.92K - $2.04K
|
73
$2.24K
|
|
|
Jul 17, 2024
Q1 2024
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
53New |
$1.39K - $1.48K
|
53
$1.63K
|
|
|
May 13, 2024
Q1 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
30New |
$789 - $839
|
30
$921
|
|
|
May 15, 2024
Q1 2024
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
10+ 0.98% |
$263 - $280
|
1.04K
$31.8K
|
|
| Q4 2023 | |||||||
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
80.4K+ 45.69% |
$1.91M - $2.14M
|
256K
$7.87M
|
|
|
Feb 02, 2024
Q4 2023
|
Valmark Advisers, Inc.
|
BUY
|
- |
71.1K+ 377.24% |
$1.69M - $1.89M
|
90K
$2.76M
|
|
|
Jan 23, 2024
Q4 2023
|
Beacon Financial Advisory LLC
|
BUY
|
- |
70.5K+ 159.82% |
$1.67M - $1.88M
|
115K
$3.52M
|
|
|
Jan 12, 2024
Q4 2023
|
Kure Advisory, LLC
Plymouth, MN |
BUY
|
- |
69.4K+ 23.1% |
$1.65M - $1.85M
|
370K
$11.4M
|
|
|
Jan 30, 2024
Q4 2023
|
Scissortail Wealth Management, LLC
Tulsa, OK |
BUY
|
- |
14.2KNew |
$336K - $377K
|
14.2K
$435K
|
|
|
Jan 12, 2024
Q4 2023
|
Wealthsource Partners, LLC
|
BUY
|
- |
13.4KNew |
$317K - $355K
|
13.4K
$410K
|
|
|
Feb 08, 2024
Q4 2023
|
Curi Wealth Management, LLC
|
BUY
|
- |
12.1KNew |
$288K - $323K
|
12.1K
$373K
|
|
|
Jan 10, 2024
Q4 2023
|
Wealth Alliance Advisory Group, LLC
|
BUY
|
- |
10.2K+ 3.8% |
$243K - $272K
|
280K
$8.59M
|
|
|
Jan 18, 2024
Q4 2023
|
Procyon Advisors, LLC
|
BUY
|
- |
7.83KNew |
$186K - $208K
|
7.83K
$240K
|
|
|
Jun 26, 2024
Q4 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
1K+ 55.56% |
$23.7K - $26.6K
|
2.8K
$85.9K
|
|
|
Feb 14, 2024
Q4 2023
|
Lm Advisors LLC
San Diego, CA |
BUY
|
- |
840New |
$19.9K - $22.3K
|
840
$25.8K
|
|
|
Feb 09, 2024
Q4 2023
|
Covestor LTD
Boston, MA |
BUY
|
- |
270New |
$6.4K - $7.18K
|
270
$8.29K
|
|
| Q3 2023 | |||||||
|
Nov 06, 2023
Q3 2023
|
Ascension Capital Advisors, Inc.
Houston, TX |
BUY
|
- |
311K+ 756.99% |
$7.59M - $7.97M
|
352K
$10.8M
|
|
|
Oct 10, 2023
Q3 2023
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
59.3K+ 31.21% |
$1.45M - $1.52M
|
249K
$7.65M
|
|
|
Nov 15, 2023
Q3 2023
|
Gts Securities LLC
New York, NY |
BUY
|
- |
31.3KNew |
$763K - $802K
|
31.3K
$960K
|
|
|
Nov 13, 2023
Q3 2023
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
13.4KNew |
$327K - $344K
|
13.4K
$412K
|
|
|
Oct 31, 2023
Q3 2023
|
Bigelow Investment Advisors, LLC
|
BUY
|
- |
8.75K+ 20.19% |
$214K - $224K
|
52.1K
$1.6M
|
|
|
Nov 13, 2023
Q3 2023
|
Truadvice, LLC
Sarasota, FL |
BUY
|
- |
4.32K+ 2.64% |
$105K - $111K
|
168K
$5.15M
|
|
|
Nov 06, 2023
Q3 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
2KNew |
$48.8K - $51.2K
|
2K
$61.4K
|
|
|
Nov 06, 2023
Q3 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
1.49K+ 5.52% |
$36.2K - $38K
|
28.4K
$871K
|
|
|
Oct 30, 2023
Q3 2023
|
Sanctuary Wealth Management, L.L.C.
|
BUY
|
- |
835+ 17.89% |
$20.4K - $21.4K
|
5.5K
$169K
|
|
| Q2 2023 | |||||||
|
Aug 07, 2023
Q2 2023
|
Second Half Financial Partners, LLC
Sebring, FL |
BUY
|
- |
158KNew |
$3.66M - $3.95M
|
158K
$4.84M
|
|
|
Oct 30, 2023
Q2 2023
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
PUT |
143KNew |
$3.33M - $3.59M
|
143K
$4.4M
|
|
|
Aug 04, 2023
Q2 2023
|
Schubert & CO
|
BUY
|
- |
12.2KNew |
$284K - $306K
|
12.2K
$376K
|
|
|
Aug 09, 2023
Q2 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
570New |
$13.2K - $14.3K
|
570
$17.5K
|
|
|
Jul 17, 2023
Q2 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
109New |
$2.53K - $2.73K
|
109
$3.35K
|
|
| Q1 2023 | |||||||
|
Apr 24, 2023
Q1 2023
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
12.5K+ 25.81% |
$275K - $294K
|
60.7K
$1.86M
|
|
|
May 02, 2023
Q1 2023
|
True Capital Management
San Francisco, CA |
BUY
|
- |
11.4KNew |
$251K - $268K
|
11.4K
$349K
|
|
| Q4 2022 | |||||||
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
925+ 100.0% |
$19.2K - $21.3K
|
1.85K
$56.8K
|
|
| Q3 2022 | |||||||
|
Nov 04, 2022
Q3 2022
|
V Wealth Advisors LLC
|
BUY
|
- |
12.8K+ 125.74% |
$267K - $299K
|
23K
$707K
|
|
|
Oct 27, 2022
Q3 2022
|
Asset Dedication, LLC
|
BUY
|
- |
1.66KNew |
$34.6K - $38.7K
|
1.66K
$51K
|
|
|
Oct 26, 2022
Q3 2022
|
Prw Wealth Management LLC
|
BUY
|
- |
1.47K+ 1.44% |
$30.6K - $34.1K
|
103K
$3.17M
|
|
| Q2 2022 | |||||||
|
Jul 26, 2022
Q2 2022
|
Bouchey Financial Group LTD
|
BUY
|
- |
102KNew |
$2.13M - $2.43M
|
102K
$3.12M
|
|
|
Oct 17, 2024
Q2 2022
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
4.49K+ 23.85% |
$94K - $107K
|
23.3K
$716K
|
|
| Q1 2022 | |||||||
|
May 13, 2022
Q1 2022
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
117New |
$2.63K - $2.82K
|
117
$3.59K
|
|
| Q4 2021 | |||||||
|
Jan 26, 2022
Q4 2021
|
Strategic Asset Management, LLC
|
BUY
|
- |
3.15KNew |
$72.1K - $75.9K
|
3.15K
$96.7K
|
|
|
Feb 09, 2022
Q4 2021
|
Archer Investment Corp
|
BUY
|
- |
1.78KNew |
$40.7K - $42.8K
|
1.78K
$54.6K
|
|
| Q3 2021 | |||||||
|
Nov 12, 2021
Q3 2021
|
Frontier Wealth Management LLC
Kansas City, MO |
BUY
|
- |
2.74K+ 18.27% |
$62.1K - $64.1K
|
17.7K
$544K
|
|