Purchases and Sales Made in Q3 2025 in First Tr Exc Trd Fd Viii Ft Cb (BUFD)
This table provides information about the institutional ownership of First Tr Exc Trd Fd Viii Ft Cb (BUFD) during Q3 2025. The information is specifically focused on institutions that hold shares of FIRST TR EXC-TRD FD VIII FT CB.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 03, 2025
Q3 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
10.3K+ 24.71% |
$272K - $284K
|
51.8K
$1.44M
|
|
|
Oct 31, 2025
Q3 2025
|
Bam Wealth Management, LLC
Lakewood, CO |
BUY
|
- |
10KNew |
$265K - $277K
|
10K
$278K
|
|
|
Nov 06, 2025
Q3 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
9.83K+ 123.97% |
$261K - $272K
|
17.8K
$493K
|
|
|
Oct 17, 2025
Q3 2025
|
Encompass More Asset Management
Danville, CA |
BUY
|
- |
9.06KNew |
$240K - $250K
|
9.06K
$252K
|
|
|
Nov 05, 2025
Q3 2025
|
Western Wealth Management, LLC
|
BUY
|
- |
8.6KNew |
$228K - $238K
|
8.6K
$239K
|
|
|
Nov 10, 2025
Q3 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
7.88KNew |
$209K - $218K
|
7.88K
$219K
|
|
|
Nov 13, 2025
Q3 2025
|
Wealth Watch Advisors, Inc
Englewood, CO |
BUY
|
- |
7.74K+ 7.46% |
$205K - $214K
|
111K
$3.1M
|
|
|
Nov 10, 2025
Q3 2025
|
Darden Wealth Group Inc
Ann Arbor, MI |
BUY
|
- |
7.7KNew |
$204K - $213K
|
7.7K
$214K
|
|
|
Nov 05, 2025
Q3 2025
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
7.4KNew |
$196K - $205K
|
7.4K
$206K
|
|
|
Oct 14, 2025
Q3 2025
|
Precedent Wealth Partners, LLC
Houston, TX |
BUY
|
- |
6.93K+ 8.0% |
$184K - $192K
|
93.6K
$2.6M
|
|
|
Nov 14, 2025
Q3 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
6.65KNew |
$176K - $184K
|
6.65K
$185K
|
|
|
Nov 18, 2025
Q3 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
6.61K+ 3.8% |
$175K - $183K
|
181K
$5.02M
|
|
|
Nov 12, 2025
Q3 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
5.73K+ 0.88% |
$152K - $158K
|
655K
$18.2M
|
|
|
Nov 04, 2025
Q3 2025
|
Compass Financial Services Inc
West Des Moines, IA |
BUY
|
- |
5.5KNew |
$146K - $152K
|
5.5K
$153K
|
|
|
Nov 12, 2025
Q3 2025
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
5.44K+ 5.11% |
$144K - $150K
|
112K
$3.11M
|
|
|
Nov 12, 2025
Q3 2025
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
5.3K+ 12.64% |
$141K - $146K
|
47.2K
$1.31M
|
|
|
Oct 14, 2025
Q3 2025
|
Defined Financial Planning LLC
San Rafael, CA |
BUY
|
- |
5.29K+ 33.91% |
$140K - $146K
|
20.9K
$580K
|
|
|
Nov 04, 2025
Q3 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
4.75K+ 31.68% |
$126K - $131K
|
19.7K
$549K
|
|
|
Nov 07, 2025
Q3 2025
|
Maridea Wealth Management LLC
Brooklyn, NY |
BUY
|
- |
4.19K+ 9.5% |
$111K - $116K
|
48.3K
$1.34M
|
|
|
Nov 12, 2025
Q3 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
4.15K+ 11.4% |
$110K - $115K
|
40.5K
$1.13M
|
|
|
Nov 14, 2025
Q3 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
3.44K+ 0.45% |
$91.1K - $94.9K
|
760K
$21.1M
|
|
|
Nov 05, 2025
Q3 2025
|
Concord Wealth Partners
|
BUY
|
- |
3.36KNew |
$89.1K - $92.9K
|
3.36K
$93.3K
|
|
|
Oct 15, 2025
Q3 2025
|
Private Trust CO Na
|
BUY
|
- |
3.27K+ 31.57% |
$86.7K - $90.4K
|
13.6K
$379K
|
|
|
Nov 12, 2025
Q3 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
3.22K+ 3.95% |
$85.4K - $89K
|
84.8K
$2.35M
|
|
|
Oct 20, 2025
Q3 2025
|
Life Wealth Investments, LLC
Winter Garden, FL |
BUY
|
- |
2.97K+ 8.13% |
$78.9K - $82.2K
|
39.6K
$1.1M
|
|
|
Oct 27, 2025
Q3 2025
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
BUY
|
- |
2.55K+ 4.72% |
$67.5K - $70.3K
|
56.5K
$1.57M
|
|
|
Nov 14, 2025
Q3 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
2.29K+ 25.49% |
$60.8K - $63.4K
|
11.3K
$313K
|
|
|
Nov 12, 2025
Q3 2025
|
Symphony Financial Services, Inc.
Akron, OH |
BUY
|
- |
2.25K+ 12.88% |
$59.7K - $62.2K
|
19.7K
$548K
|
|
|
Nov 12, 2025
Q3 2025
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
2.23K+ 1.99% |
$59.1K - $61.6K
|
114K
$3.18M
|
|
|
Oct 20, 2025
Q3 2025
|
Chris Bulman Inc
Roseville, CA |
BUY
|
- |
2.03K+ 20.94% |
$53.9K - $56.2K
|
11.7K
$326K
|
|
|
Nov 03, 2025
Q3 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
1.95K+ 2.95% |
$51.8K - $54K
|
68.2K
$1.89M
|
|
|
Nov 03, 2025
Q3 2025
|
American Institute For Advanced Investment Management, LLP
|
BUY
|
- |
1.9K+ 6.21% |
$50.4K - $52.5K
|
32.5K
$902K
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
1.77K+ 8.53% |
$46.9K - $48.9K
|
22.5K
$625K
|
|
|
Nov 20, 2025
Q3 2025
|
Centaurus Financial, Inc.
|
BUY
|
- |
1.63K+ 1.63% |
$43.3K - $45.1K
|
102K
$2.82M
|
|
|
Oct 29, 2025
Q3 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
1.52KNew |
$40.4K - $42.1K
|
1.52K
$42.3K
|
|
|
Nov 07, 2025
Q3 2025
|
Jacobi Capital Management LLC
|
BUY
|
- |
1.07K+ 0.53% |
$28.4K - $29.6K
|
201K
$5.6M
|
|
|
Nov 14, 2025
Q3 2025
|
Stone X Group Inc.
|
BUY
|
- |
948+ 1.77% |
$25.1K - $26.2K
|
54.4K
$1.51M
|
|
|
Nov 12, 2025
Q3 2025
|
Richmond Investment Services, LLC
Mequon, WI |
BUY
|
- |
874+ 0.74% |
$23.2K - $24.2K
|
119K
$3.3M
|
|
|
Nov 03, 2025
Q3 2025
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
854+ 10.92% |
$22.6K - $23.6K
|
8.67K
$241K
|
|
|
Nov 04, 2025
Q3 2025
|
Financial Strategies Group, Inc.
|
BUY
|
- |
655+ 1.58% |
$17.4K - $18.1K
|
42.2K
$1.17M
|
|
|
Nov 14, 2025
Q3 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
575+ 2.47% |
$15.2K - $15.9K
|
23.8K
$662K
|
|
|
Oct 29, 2025
Q3 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
480+ 0.91% |
$12.7K - $13.3K
|
52.9K
$1.47M
|
|
|
Oct 30, 2025
Q3 2025
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
465+ 3.53% |
$12.3K - $12.9K
|
13.7K
$379K
|
|
|
Oct 29, 2025
Q3 2025
|
Cascade Investment Group, Inc.
Colorado Springs, CO |
BUY
|
- |
264+ 2.73% |
$7K - $7.3K
|
9.94K
$276K
|
|
|
Nov 12, 2025
Q3 2025
|
Planwiser Financial, LLC
Colorado Springs, CO |
BUY
|
- |
249+ 1.48% |
$6.6K - $6.88K
|
17K
$473K
|
|
|
Nov 12, 2025
Q3 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
211+ 14.7% |
$5.6K - $5.83K
|
1.65K
$45.7K
|
|
|
Nov 12, 2025
Q3 2025
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
100+ 0.54% |
$2.65K - $2.76K
|
18.7K
$519K
|
|
|
Nov 13, 2025
Q3 2025
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-13- 0.02% |
$345 - $359
|
66.9K
$1.86M
|
|
|
Oct 10, 2025
Q3 2025
|
Sound Income Strategies, LLC
|
SELL
|
- |
-48- 7.58% |
$1.27K - $1.33K
|
585
$16.3K
|
|
|
Nov 17, 2025
Q3 2025
|
Harvest Investment Services, LLC
|
SELL
|
- |
-49- 0.23% |
$1.3K - $1.35K
|
21.4K
$595K
|
|