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 12, 2025
Q1 2025
|
Independent Advisor Alliance
|
SELL
|
- |
-1.51M- 99.4% |
$44.3M - $47.2M
|
9.16K
$281K
|
|
Apr 01, 2025
Q1 2025
|
Hobart Private Capital, LLC
Charlotte, NC |
SELL
|
- |
-641K- 54.65% |
$18.8M - $20.1M
|
532K
$16.3M
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
SELL
|
- |
-475K- 99.92% |
$13.9M - $14.9M
|
376
$11.5K
|
|
Apr 28, 2025
Q1 2025
|
Simpli Fi, Inc.
|
SELL
|
- |
-368K- 96.75% |
$10.8M - $11.5M
|
12.3K
$379K
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-302K- 21.95% |
$8.85M - $9.45M
|
1.07M
$32.9M
|
|
May 14, 2025
Q1 2025
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-271K- 29.44% |
$7.96M - $8.5M
|
650K
$20M
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-265K- 3.08% |
$7.78M - $8.3M
|
8.33M
$256M
|
|
May 15, 2025
Q1 2025
|
Concorde Asset Management, LLC
|
SELL
|
- |
-261K- 91.76% |
$7.65M - $8.16M
|
23.4K
$718K
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-253K- 52.24% |
$7.42M - $7.92M
|
231K
$7.09M
|
|
May 14, 2025
Q1 2025
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-235K- 89.27% |
$6.88M - $7.35M
|
28.2K
$865K
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-220K- 50.0% |
$6.46M - $6.89M
|
220K
$6.76M
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-205K- 61.3% |
$6.01M - $6.41M
|
129K
$3.97M
|
|
May 15, 2025
Q1 2025
|
Calton & Associates, Inc.
|
SELL
|
- |
-179K- 85.77% |
$5.24M - $5.59M
|
29.6K
$909K
|
|
Apr 25, 2025
Q1 2025
|
Able Financial Group, LLC
Scottsdale, AZ |
SELL
|
- |
-179K- 76.18% |
$5.24M - $5.59M
|
55.9K
$1.71M
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-158K- 8.32% |
$4.62M - $4.93M
|
1.74M
$53.3M
|
|
Apr 10, 2025
Q1 2025
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-155K- 13.53% |
$4.55M - $4.86M
|
992K
$30.4M
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-143KClosed |
$4.2M - $4.48M
|
0
$0
|
|
Apr 29, 2025
Q1 2025
|
Brookstone Capital Management
|
SELL
|
- |
-142K- 11.27% |
$4.16M - $4.44M
|
1.12M
$34.3M
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-136K- 10.55% |
$3.99M - $4.26M
|
1.15M
$35.4M
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-129K- 56.25% |
$3.79M - $4.04M
|
100K
$3.08M
|
|
May 15, 2025
Q1 2025
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-114K- 16.61% |
$3.35M - $3.58M
|
574K
$17.6M
|
|
May 09, 2025
Q1 2025
|
Solitude Financial Services
|
SELL
|
- |
-112K- 29.82% |
$3.3M - $3.52M
|
265K
$8.12M
|
|
Apr 23, 2025
Q1 2025
|
Madrona Financial Services, LLC
|
SELL
|
- |
-95.4K- 32.88% |
$2.8M - $2.99M
|
195K
$5.98M
|
|
May 01, 2025
Q1 2025
|
Secured Retirement Advisors, LLC
St Louis Park, MN |
SELL
|
- |
-94.7K- 79.17% |
$2.78M - $2.97M
|
24.9K
$765K
|
|
May 13, 2025
Q1 2025
|
Keystone Financial Group
|
SELL
|
- |
-90.3K- 35.5% |
$2.65M - $2.83M
|
164K
$5.04M
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-89.8K- 22.6% |
$2.63M - $2.81M
|
308K
$9.44M
|
|
May 15, 2025
Q1 2025
|
Harvest Investment Services, LLC
|
SELL
|
- |
-76.5K- 44.8% |
$2.24M - $2.4M
|
94.3K
$2.89M
|
|
May 12, 2025
Q1 2025
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-69.2K- 27.79% |
$2.03M - $2.17M
|
180K
$5.52M
|
|
Apr 09, 2025
Q1 2025
|
Milestone Asset Management, LLC
Pittsburgh, PA |
SELL
|
- |
-60.9K- 5.67% |
$1.79M - $1.91M
|
1.01M
$31.1M
|
|
Apr 16, 2025
Q1 2025
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
SELL
|
- |
-58.3K- 19.18% |
$1.71M - $1.82M
|
246K
$7.54M
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-54.1K- 1.81% |
$1.59M - $1.69M
|
2.94M
$90.3M
|
|
Apr 11, 2025
Q1 2025
|
Pitti Group Wealth Management, LLC
|
SELL
|
- |
-50.6K- 86.84% |
$1.48M - $1.58M
|
7.67K
$235K
|
|
May 15, 2025
Q1 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
SELL
|
- |
-46.5K- 58.14% |
$1.36M - $1.45M
|
33.4K
$1.03M
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-41K- 11.83% |
$1.2M - $1.28M
|
305K
$9.37M
|
|
Apr 22, 2025
Q1 2025
|
Keudell
|
SELL
|
- |
-38.1K- 42.54% |
$1.12M - $1.19M
|
51.5K
$1.58M
|
|
Apr 17, 2025
Q1 2025
|
River Tree Advisors, LLC
Winter Park, FL |
SELL
|
- |
-36.2K- 11.67% |
$1.06M - $1.13M
|
274K
$8.42M
|
|
Apr 09, 2025
Q1 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
SELL
|
- |
-32.3K- 95.61% |
$947K - $1.01M
|
1.48K
$45.5K
|
|
May 14, 2025
Q1 2025
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-23.6K- 38.28% |
$692K - $739K
|
38.1K
$1.17M
|
|
Apr 15, 2025
Q1 2025
|
Columbia Advisory Partners LLC
|
SELL
|
- |
-21.5K- 40.72% |
$629K - $672K
|
31.2K
$958K
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-21.3K- 9.87% |
$624K - $666K
|
194K
$5.95M
|
|
May 08, 2025
Q1 2025
|
Armis Advisers, LLC
Atlanta, GA |
SELL
|
- |
-20.8K- 17.13% |
$612K - $653K
|
101K
$3.1M
|
|
Apr 17, 2025
Q1 2025
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-20K- 30.86% |
$588K - $628K
|
44.9K
$1.38M
|
|
Apr 30, 2025
Q1 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-18.4K- 71.2% |
$540K - $576K
|
7.44K
$228K
|
|
May 14, 2025
Q1 2025
|
Tfb Advisors LLC
Overland Park, KS |
SELL
|
- |
-16.9K- 16.99% |
$495K - $528K
|
82.4K
$2.53M
|
|
Apr 29, 2025
Q1 2025
|
Schulz Wealth, Ltd.
Mansfield, TX |
SELL
|
- |
-16.1K- 5.15% |
$473K - $505K
|
297K
$9.12M
|
|
Apr 16, 2025
Q1 2025
|
New Century Financial Group, LLC
Princeton, NJ |
SELL
|
- |
-14.5K- 46.04% |
$425K - $454K
|
17K
$521K
|
|
Apr 14, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-14.3K- 96.63% |
$421K - $449K
|
500
$15.3K
|
|
May 16, 2025
Q1 2025
|
Prostatis Group LLC
Hanover, MD |
SELL
|
- |
-11.3K- 9.59% |
$333K - $355K
|
107K
$3.28M
|
|
May 20, 2025
Q1 2025
|
Belpointe Asset Management LLC
|
SELL
|
- |
-11.1K- 32.61% |
$325K - $346K
|
22.9K
$702K
|
|
May 06, 2025
Q1 2025
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
SELL
|
- |
-9.96K- 11.16% |
$292K - $312K
|
79.3K
$2.43M
|