Latest Institutional Sells 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 sells. 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 sale has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 15, 2024
Q1 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-2.8M- 96.68% |
$73.6M - $78.2M
|
96.1K
$2.73M
|
|
Apr 16, 2024
Q1 2024
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-763K- 63.3% |
$20.1M - $21.3M
|
442K
$12.6M
|
|
May 14, 2024
Q1 2024
|
Kickstand Ventures, Llc.
Pittsford, NY |
SELL
|
- |
-653K- 98.04% |
$17.2M - $18.3M
|
13.1K
$372K
|
|
May 13, 2024
Q1 2024
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-491K- 60.02% |
$12.9M - $13.7M
|
327K
$9.31M
|
|
Apr 23, 2024
Q1 2024
|
Sweet Financial Partners, LLC
|
SELL
|
- |
-411K- 82.3% |
$10.8M - $11.5M
|
88.3K
$2.51M
|
|
Apr 24, 2024
Q1 2024
|
N.E.W. Advisory Services LLC
|
SELL
|
- |
-172K- 52.05% |
$4.51M - $4.8M
|
158K
$4.5M
|
|
May 15, 2024
Q1 2024
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-125K- 15.02% |
$3.28M - $3.49M
|
706K
$20.1M
|
|
May 14, 2024
Q1 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-84.2K- 7.94% |
$2.21M - $2.35M
|
977K
$27.8M
|
|
Apr 19, 2024
Q1 2024
|
Pcg Wealth Advisors, LLC
|
SELL
|
- |
-82.7K- 46.02% |
$2.18M - $2.31M
|
97K
$2.76M
|
|
Apr 15, 2024
Q1 2024
|
River Tree Advisors, LLC
Winter Park, FL |
SELL
|
- |
-79.8K- 19.07% |
$2.1M - $2.23M
|
338K
$9.63M
|
|
May 13, 2024
Q1 2024
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-79K- 6.45% |
$2.08M - $2.21M
|
1.15M
$32.6M
|
|
May 06, 2024
Q1 2024
|
Advisory Services Network, LLC
|
SELL
|
- |
-55.1K- 82.3% |
$1.45M - $1.54M
|
11.8K
$337K
|
|
Apr 18, 2024
Q1 2024
|
Iams Wealth Management, LLC
Omaha, NE |
SELL
|
- |
-54K- 47.97% |
$1.42M - $1.51M
|
58.6K
$1.67M
|
|
May 06, 2024
Q1 2024
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-50.3K- 24.91% |
$1.32M - $1.41M
|
152K
$4.31M
|
|
May 02, 2024
Q1 2024
|
Western Wealth Management, LLC
|
SELL
|
- |
-39.1K- 64.56% |
$1.03M - $1.09M
|
21.5K
$611K
|
|
May 14, 2024
Q1 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
SELL
|
- |
-39K- 6.63% |
$1.03M - $1.09M
|
550K
$15.6M
|
|
May 13, 2024
Q1 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-32K- 13.73% |
$841K - $894K
|
201K
$5.72M
|
|
May 14, 2024
Q1 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-29.4K- 23.55% |
$774K - $823K
|
95.5K
$2.72M
|
|
May 06, 2024
Q1 2024
|
Vital Stone Financial, LLC
Shavano Park, TX |
SELL
|
- |
-26.5K- 14.62% |
$697K - $741K
|
155K
$4.4M
|
|
May 10, 2024
Q1 2024
|
Aifg Consultants Ltd.
Halfmoon, NY |
SELL
|
- |
-23.4K- 18.14% |
$615K - $654K
|
105K
$3M
|
|
May 07, 2024
Q1 2024
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-23.1K- 22.61% |
$608K - $646K
|
79.1K
$2.25M
|
|
May 16, 2024
Q1 2024
|
Wealth Plan Investment Management, LLC
Omaha, NE |
SELL
|
- |
-21.2K- 5.45% |
$556K - $592K
|
367K
$10.5M
|
|
Apr 12, 2024
Q1 2024
|
Columbia Advisory Partners LLC
|
SELL
|
- |
-18.4K- 7.64% |
$485K - $515K
|
223K
$6.33M
|
|
Apr 19, 2024
Q1 2024
|
Madrona Financial Services, LLC
|
SELL
|
- |
-16K- 17.29% |
$422K - $448K
|
76.7K
$2.18M
|
|
May 02, 2024
Q1 2024
|
Good Life Advisors, LLC
|
SELL
|
- |
-14.7K- 1.6% |
$386K - $410K
|
904K
$25.7M
|
|
May 15, 2024
Q1 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-13K- 14.7% |
$341K - $362K
|
75.2K
$2.14M
|
|
Apr 15, 2024
Q1 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-12K- 22.08% |
$316K - $336K
|
42.3K
$1.2M
|
|
Apr 30, 2024
Q1 2024
|
Arkadios Wealth Advisors
|
SELL
|
- |
-11.3K- 1.66% |
$298K - $317K
|
671K
$19.1M
|
|
May 09, 2024
Q1 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-10.8K- 4.83% |
$284K - $302K
|
213K
$6.05M
|
|
May 16, 2024
Q1 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-9.88K- 18.03% |
$260K - $276K
|
44.9K
$1.28M
|
|
Apr 10, 2024
Q1 2024
|
Schulz Wealth, Ltd.
Mansfield, TX |
SELL
|
- |
-9.24K- 2.8% |
$243K - $258K
|
321K
$9.15M
|
|
Apr 22, 2024
Q1 2024
|
Simpli Fi, Inc.
|
SELL
|
- |
-7.94K- 2.0% |
$209K - $222K
|
389K
$11.1M
|
|
May 02, 2024
Q1 2024
|
Integrity Financial Corp
|
SELL
|
- |
-7.37K- 5.63% |
$194K - $206K
|
123K
$3.51M
|
|
May 16, 2024
Q1 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-6.52K- 29.91% |
$171K - $182K
|
15.3K
$434K
|
|
May 06, 2024
Q1 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-6.51K- 1.26% |
$171K - $182K
|
512K
$14.6M
|
|
May 09, 2024
Q1 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-6K- 4.93% |
$158K - $168K
|
116K
$3.3M
|
|
Apr 22, 2024
Q1 2024
|
Clarus Group, Inc.
|
SELL
|
- |
-5.26K- 2.72% |
$138K - $147K
|
188K
$5.36M
|
|
Apr 30, 2024
Q1 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
SELL
|
- |
-4.49K- 3.53% |
$118K - $126K
|
123K
$3.5M
|
|
May 02, 2024
Q1 2024
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
SELL
|
- |
-3.3K- 3.17% |
$86.7K - $92.2K
|
101K
$2.86M
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-2.6K- 1.18% |
$68.5K - $72.8K
|
218K
$6.2M
|
|
May 14, 2024
Q1 2024
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
SELL
|
- |
-2.5K- 22.03% |
$65.8K - $69.9K
|
8.85K
$252K
|
|
Apr 30, 2024
Q1 2024
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-2.11K- 4.41% |
$55.4K - $58.9K
|
45.7K
$1.3M
|
|
Apr 11, 2024
Q1 2024
|
Purus Wealth Management, LLC
|
SELL
|
- |
-2.02K- 0.97% |
$53.2K - $56.5K
|
207K
$5.89M
|
|
Apr 29, 2024
Q1 2024
|
Onyx Bridge Wealth Group LLC
|
SELL
|
- |
-1.97K- 2.01% |
$51.7K - $55K
|
95.9K
$2.73M
|
|
Apr 09, 2024
Q1 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
SELL
|
- |
-1.64K- 12.08% |
$43.2K - $45.9K
|
12K
$340K
|
|
May 15, 2024
Q1 2024
|
Stephens Inc
|
SELL
|
- |
-1.59K- 4.18% |
$41.7K - $44.3K
|
36.4K
$1.03M
|
|
May 07, 2024
Q1 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-1.18K- 0.2% |
$31K - $33K
|
596K
$17M
|
|
Apr 10, 2024
Q1 2024
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-786- 8.11% |
$20.7K - $22K
|
8.91K
$253K
|
|
Apr 11, 2024
Q1 2024
|
Rda Financial Network
|
SELL
|
- |
-721- 1.45% |
$19K - $20.2K
|
48.9K
$1.39M
|
|
Apr 15, 2024
Q1 2024
|
Apeiron Ria LLC
|
SELL
|
- |
-667- 5.21% |
$17.5K - $18.6K
|
12.1K
$345K
|