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 12, 2025
Q3 2025
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-55- 4.78% |
$1.46K - $1.52K
|
1.1K
$30.4K
|
|
|
Oct 15, 2025
Q3 2025
|
Cambridge Advisors Inc.
|
SELL
|
- |
-100- 0.57% |
$2.65K - $2.76K
|
17.4K
$482K
|
|
|
Oct 23, 2025
Q3 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-144- 0.55% |
$3.82K - $3.98K
|
26.1K
$724K
|
|
|
Nov 13, 2025
Q3 2025
|
Scs Capital Management LLC
Boston, MA |
SELL
|
- |
-197- 1.22% |
$5.22K - $5.45K
|
16K
$443K
|
|
|
Oct 15, 2025
Q3 2025
|
Davies Financial Advisors, Inc.
Murrieta, CA |
SELL
|
- |
-300- 0.92% |
$7.96K - $8.29K
|
32.3K
$899K
|
|
|
Oct 29, 2025
Q3 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-443- 2.35% |
$11.7K - $12.2K
|
18.4K
$511K
|
|
|
Oct 24, 2025
Q3 2025
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-495- 1.46% |
$13.1K - $13.7K
|
33.4K
$928K
|
|
|
Dec 02, 2025
Q3 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-562- 2.03% |
$14.9K - $15.5K
|
27.1K
$753K
|
|
|
Nov 04, 2025
Q3 2025
|
L.M. Kohn & Company
|
SELL
|
- |
-640- 2.27% |
$17K - $17.7K
|
27.6K
$766K
|
|
|
Nov 14, 2025
Q3 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-891- 0.18% |
$23.6K - $24.6K
|
508K
$14.1M
|
|
|
Nov 10, 2025
Q3 2025
|
Virtus Wealth Solutions LLC
Cranford, NJ |
SELL
|
- |
-1.01K- 6.2% |
$26.7K - $27.8K
|
15.2K
$422K
|
|
|
Nov 13, 2025
Q3 2025
|
Maia Wealth LLC
Denver, CO |
SELL
|
- |
-1.08K- 1.3% |
$28.6K - $29.8K
|
81.7K
$2.27M
|
|
|
Nov 04, 2025
Q3 2025
|
Tfb Advisors LLC
Overland Park, KS |
SELL
|
- |
-1.1K- 5.93% |
$29.2K - $30.4K
|
17.4K
$485K
|
|
|
Oct 20, 2025
Q3 2025
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-1.33K- 36.35% |
$35.1K - $36.6K
|
2.32K
$64.4K
|
|
|
Nov 03, 2025
Q3 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-1.37K- 13.28% |
$36.2K - $37.7K
|
8.92K
$248K
|
|
|
Oct 20, 2025
Q3 2025
|
Merit Financial Group, LLC
|
SELL
|
- |
-1.39K- 10.81% |
$36.9K - $38.4K
|
11.5K
$318K
|
|
|
Oct 07, 2025
Q3 2025
|
Cooper Financial Group
|
SELL
|
- |
-1.53K- 7.87% |
$40.7K - $42.4K
|
17.9K
$499K
|
|
|
Oct 20, 2025
Q3 2025
|
Ergawealth Advisors, Inc.
Oak Brook, IL |
SELL
|
- |
-1.58K- 2.82% |
$42K - $43.7K
|
54.4K
$1.51M
|
|
|
Nov 06, 2025
Q3 2025
|
Onyx Bridge Wealth Group LLC
|
SELL
|
- |
-1.77K- 11.69% |
$46.8K - $48.8K
|
13.3K
$370K
|
|
|
Oct 09, 2025
Q3 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-1.91K- 11.37% |
$50.5K - $52.7K
|
14.9K
$413K
|
|
|
Oct 23, 2025
Q3 2025
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-2.02K- 13.39% |
$53.5K - $55.7K
|
13K
$362K
|
|
|
Nov 14, 2025
Q3 2025
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-2.17K- 73.15% |
$57.7K - $60.1K
|
798
$22.2K
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-2.19K- 0.29% |
$58K - $60.5K
|
765K
$21.3M
|
|
|
Oct 28, 2025
Q3 2025
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-2.43K- 4.58% |
$64.5K - $67.2K
|
50.7K
$1.41M
|
|
|
Nov 14, 2025
Q3 2025
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-2.68K- 23.07% |
$70.9K - $73.9K
|
8.92K
$248K
|
|
|
Nov 03, 2025
Q3 2025
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-2.92K- 13.48% |
$77.4K - $80.6K
|
18.7K
$520K
|
|
|
Nov 07, 2025
Q3 2025
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-3.39K- 15.4% |
$90K - $93.8K
|
18.6K
$518K
|
|
|
Oct 29, 2025
Q3 2025
|
Partners Wealth Management, LLC
Carmel By The Sea, CA |
SELL
|
- |
-3.8K- 20.75% |
$101K - $105K
|
14.5K
$403K
|
|
|
Nov 12, 2025
Q3 2025
|
Fsa Advisors, Inc.
Troy, MI |
SELL
|
- |
-3.8K- 12.74% |
$101K - $105K
|
26K
$723K
|
|
|
Oct 15, 2025
Q3 2025
|
Santori & Peters, Inc.
|
SELL
|
- |
-4.43K- 1.13% |
$117K - $122K
|
387K
$10.7M
|
|
|
Oct 22, 2025
Q3 2025
|
Echo Wealth Management, LLC
|
SELL
|
- |
-4.48K- 8.2% |
$119K - $124K
|
50.1K
$1.39M
|
|
|
Oct 17, 2025
Q3 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-5.33K- 24.37% |
$141K - $147K
|
16.5K
$460K
|
|
|
Oct 30, 2025
Q3 2025
|
Triad Wealth Partners, LLC
Lawrence, KS |
SELL
|
- |
-5.57K- 22.71% |
$148K - $154K
|
19K
$527K
|
|
|
Oct 10, 2025
Q3 2025
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-6.61K- 23.23% |
$175K - $183K
|
21.8K
$607K
|
|
|
Jan 06, 2026
Q3 2025
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-7.3K- 28.23% |
$194K - $202K
|
18.6K
$516K
|
|
|
Nov 06, 2025
Q3 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-10K- 79.21% |
$266K - $277K
|
2.63K
$73.1K
|
|
|
Nov 14, 2025
Q3 2025
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-12.1K- 45.36% |
$320K - $334K
|
14.5K
$404K
|
|
|
Nov 12, 2025
Q3 2025
|
Ifg Advisory, LLC
|
SELL
|
- |
-29.3K- 32.96% |
$776K - $809K
|
59.5K
$1.65M
|
|
|
Oct 22, 2025
Q3 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-29.8K- 71.44% |
$791K - $824K
|
11.9K
$331K
|
|
|
Nov 06, 2025
Q3 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-33.2K- 7.48% |
$880K - $917K
|
411K
$11.4M
|
|
|
Nov 10, 2025
Q3 2025
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-38.7K- 24.93% |
$1.03M - $1.07M
|
117K
$3.24M
|
|
|
Nov 03, 2025
Q3 2025
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-39.1K- 78.03% |
$1.04M - $1.08M
|
11K
$306K
|
|
|
Oct 22, 2025
Q3 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-51K- 68.43% |
$1.35M - $1.41M
|
23.5K
$653K
|
|
|
Nov 03, 2025
Q3 2025
|
Truist Financial Corp
|
SELL
|
- |
-57.8K- 5.12% |
$1.53M - $1.6M
|
1.07M
$29.7M
|
|
|
Nov 14, 2025
Q3 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-74.1K- 16.83% |
$1.96M - $2.05M
|
366K
$10.2M
|
|
|
Nov 03, 2025
Q3 2025
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-117K- 56.1% |
$3.09M - $3.22M
|
91.2K
$2.53M
|
|
|
Nov 06, 2025
Q3 2025
|
Integrity Financial Corp
|
SELL
|
- |
-126K- 57.23% |
$3.34M - $3.48M
|
94K
$2.61M
|
|
|
Nov 14, 2025
Q3 2025
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-149K- 20.58% |
$3.94M - $4.11M
|
573K
$15.9M
|
|