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 |
---|---|---|---|---|---|---|---|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-445K- 29.1% |
$12.2M - $14.2M
|
1.09M
$34.5M
|
|
Jul 11, 2025
Q2 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-131K- 82.34% |
$3.58M - $4.17M
|
28.1K
$894K
|
|
Jul 14, 2025
Q2 2025
|
Iron Oak Wealth Llc.
Cedar Park, TX |
SELL
|
- |
-101K- 92.17% |
$2.74M - $3.2M
|
8.54K
$271K
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-86.6K- 28.36% |
$2.36M - $2.75M
|
219K
$6.95M
|
|
Jul 14, 2025
Q2 2025
|
Chris Bulman Inc
Roseville, CA |
SELL
|
- |
-71.5K- 25.08% |
$1.95M - $2.28M
|
214K
$6.8M
|
|
Jul 14, 2025
Q2 2025
|
Iams Wealth Management, LLC
Omaha, NE |
SELL
|
- |
-46.7K- 27.16% |
$1.27M - $1.48M
|
125K
$3.98M
|
|
Jul 09, 2025
Q2 2025
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-38.6K- 32.31% |
$1.05M - $1.23M
|
80.9K
$2.57M
|
|
Jul 14, 2025
Q2 2025
|
Able Financial Group, LLC
Scottsdale, AZ |
SELL
|
- |
-37.6K- 67.31% |
$1.03M - $1.2M
|
18.3K
$581K
|
|
Jul 01, 2025
Q2 2025
|
Central Pacific Bank Trust Division
Honolulu, HI |
SELL
|
- |
-30.4K- 19.12% |
$831K - $968K
|
129K
$4.1M
|
|
Jul 08, 2025
Q2 2025
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
SELL
|
- |
-27.8K- 2.67% |
$760K - $885K
|
1.01M
$32.2M
|
|
Jul 15, 2025
Q2 2025
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-24.5K- 8.59% |
$670K - $780K
|
261K
$8.3M
|
|
Jul 03, 2025
Q2 2025
|
Rda Financial Network
|
SELL
|
- |
-16.7K- 31.8% |
$457K - $533K
|
35.9K
$1.14M
|
|
Jul 15, 2025
Q2 2025
|
Armis Advisers, LLC
Atlanta, GA |
SELL
|
- |
-16.6K- 16.45% |
$453K - $527K
|
84.3K
$2.68M
|
|
Jul 08, 2025
Q2 2025
|
Richard P Slaughter Associates Inc
|
SELL
|
- |
-15.8K- 21.49% |
$431K - $502K
|
57.7K
$1.83M
|
|
Jul 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-14.3K- 6.89% |
$390K - $455K
|
193K
$6.14M
|
|
Jul 15, 2025
Q2 2025
|
Five Pine Wealth Management
Coeur D Alene, ID |
SELL
|
- |
-11.1K- 8.79% |
$304K - $354K
|
115K
$3.67M
|
|
Jul 09, 2025
Q2 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
SELL
|
- |
-9.14K- 46.92% |
$250K - $291K
|
10.3K
$329K
|
|
Jul 10, 2025
Q2 2025
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-8.43K- 36.37% |
$230K - $268K
|
14.7K
$469K
|
|
Jul 09, 2025
Q2 2025
|
Hfg Wealth Management, LLC
The Woodlands, TX |
SELL
|
- |
-7.8K- 3.89% |
$213K - $248K
|
193K
$6.13M
|
|
Jul 17, 2025
Q2 2025
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-6.56K- 16.35% |
$179K - $209K
|
33.5K
$1.07M
|
|
Jul 09, 2025
Q2 2025
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
SELL
|
- |
-3.16K- 0.57% |
$86.3K - $100K
|
554K
$17.6M
|
|
Jul 14, 2025
Q2 2025
|
Signature Securities Group Corporation
|
SELL
|
- |
-2.42K- 2.73% |
$66.1K - $77.1K
|
86.3K
$2.74M
|
|
Jul 17, 2025
Q2 2025
|
Centennial Wealth Advisory LLC
|
SELL
|
- |
-2.31K- 0.48% |
$63.1K - $73.5K
|
478K
$15.2M
|
|
Jul 15, 2025
Q2 2025
|
Fifth Third Bancorp
|
SELL
|
- |
-2.07K- 76.7% |
$56.5K - $65.9K
|
629
$20K
|
|
Jul 09, 2025
Q2 2025
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-2.06K- 7.0% |
$56.2K - $65.5K
|
27.4K
$870K
|
|
Jul 11, 2025
Q2 2025
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-1.47K- 16.71% |
$40.2K - $46.8K
|
7.33K
$233K
|
|
Jul 17, 2025
Q2 2025
|
Alliance Wealth Advisors, LLC
|
SELL
|
- |
-1.41K- 5.2% |
$38.6K - $45K
|
25.8K
$819K
|
|
Jul 17, 2025
Q2 2025
|
Sound Income Strategies, LLC
|
SELL
|
- |
-448- 32.77% |
$12.2K - $14.2K
|
919
$29.2K
|
|
Jul 15, 2025
Q2 2025
|
Santori & Peters, Inc.
|
SELL
|
- |
-296- 0.95% |
$8.08K - $9.41K
|
30.7K
$977K
|
|
Jul 18, 2025
Q2 2025
|
Philip James Wealth Mangement, LLC
Milton, GA |
SELL
|
- |
-156- 1.26% |
$4.26K - $4.96K
|
12.2K
$387K
|
|
Jul 08, 2025
Q2 2025
|
Adamsbrown Wealth Consultants LLC
|
SELL
|
- |
-92- 0.52% |
$2.51K - $2.93K
|
17.8K
$565K
|
|
Jul 16, 2025
Q2 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-57- 0.61% |
$1.56K - $1.81K
|
9.29K
$295K
|
|
Q1 2025 | |||||||
May 12, 2025
Q1 2025
|
Independent Advisor Alliance
|
SELL
|
- |
-1.51M- 99.4% |
$44.3M - $47.2M
|
9.16K
$291K
|
|
Apr 01, 2025
Q1 2025
|
Hobart Private Capital, LLC
Charlotte, NC |
SELL
|
- |
-641K- 54.65% |
$18.8M - $20.1M
|
532K
$16.9M
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
SELL
|
- |
-475K- 99.92% |
$13.9M - $14.9M
|
376
$12K
|
|
Apr 28, 2025
Q1 2025
|
Simpli Fi, Inc.
|
SELL
|
- |
-368K- 96.75% |
$10.8M - $11.5M
|
12.3K
$392K
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-302K- 21.95% |
$8.85M - $9.45M
|
1.07M
$34.1M
|
|
May 14, 2025
Q1 2025
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-271K- 29.44% |
$7.96M - $8.5M
|
650K
$20.7M
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-265K- 3.08% |
$7.78M - $8.3M
|
8.33M
$265M
|
|
May 15, 2025
Q1 2025
|
Concorde Asset Management, LLC
|
SELL
|
- |
-261K- 91.76% |
$7.65M - $8.16M
|
23.4K
$744K
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-253K- 52.24% |
$7.42M - $7.92M
|
231K
$7.35M
|
|
May 14, 2025
Q1 2025
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-235K- 89.27% |
$6.88M - $7.35M
|
28.2K
$896K
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-220K- 50.0% |
$6.46M - $6.89M
|
220K
$7M
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-205K- 61.3% |
$6.01M - $6.41M
|
129K
$4.11M
|
|
May 15, 2025
Q1 2025
|
Calton & Associates, Inc.
|
SELL
|
- |
-179K- 85.77% |
$5.24M - $5.59M
|
29.6K
$942K
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-158K- 8.32% |
$4.62M - $4.93M
|
1.74M
$55.2M
|
|
Apr 10, 2025
Q1 2025
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-155K- 13.53% |
$4.55M - $4.86M
|
992K
$31.5M
|
|
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
$35.5M
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-136K- 10.55% |
$3.99M - $4.26M
|
1.15M
$36.7M
|