Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 09, 2026
Q4 2025
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
52.2K+ 6.94% |
$1.43M - $1.46M
|
804K
$22.3M
|
|
|
Jan 14, 2026
Q4 2025
|
Edge Rock Capital LLC
|
BUY
|
- |
27.5KNew |
$754K - $769K
|
27.5K
$765K
|
|
|
Jan 15, 2026
Q4 2025
|
Brookstone Capital Management
|
BUY
|
- |
20.3K+ 2.55% |
$558K - $568K
|
819K
$22.8M
|
|
|
Jan 14, 2026
Q4 2025
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
14.7K+ 0.8% |
$402K - $410K
|
1.86M
$51.6M
|
|
|
Jan 08, 2026
Q4 2025
|
Maridea Wealth Management LLC
Brooklyn, NY |
BUY
|
- |
14.4K+ 29.85% |
$395K - $403K
|
62.7K
$1.74M
|
|
|
Jan 21, 2026
Q4 2025
|
Five Pine Wealth Management
Coeur D Alene, ID |
BUY
|
- |
14.2K+ 34.34% |
$391K - $398K
|
55.7K
$1.55M
|
|
|
Jan 12, 2026
Q4 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
13.6KNew |
$373K - $380K
|
13.6K
$378K
|
|
|
Jan 21, 2026
Q4 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
13.3KNew |
$365K - $371K
|
13.3K
$369K
|
|
|
Jan 08, 2026
Q4 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
10.6K+ 57.34% |
$289K - $295K
|
29K
$805K
|
|
|
Jan 20, 2026
Q4 2025
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
8.56K+ 16.89% |
$235K - $239K
|
59.3K
$1.65M
|
|
|
Jan 13, 2026
Q4 2025
|
Adamsbrown Wealth Consultants LLC
|
BUY
|
- |
8.49K+ 77.56% |
$233K - $237K
|
19.4K
$540K
|
|
|
Jan 23, 2026
Q4 2025
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
7.45KNew |
$204K - $208K
|
7.45K
$207K
|
|
|
Jan 21, 2026
Q4 2025
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
7.35KNew |
$201K - $205K
|
7.35K
$204K
|
|
|
Jan 23, 2026
Q4 2025
|
Hbw Advisory Services LLC
|
BUY
|
- |
7.14KNew |
$196K - $200K
|
7.14K
$198K
|
|
|
Jan 20, 2026
Q4 2025
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
4.31K+ 11.12% |
$118K - $120K
|
43K
$1.2M
|
|
|
Jan 13, 2026
Q4 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
4.15K+ 34.79% |
$114K - $116K
|
16.1K
$446K
|
|
|
Jan 14, 2026
Q4 2025
|
Chris Bulman Inc
Roseville, CA |
BUY
|
- |
3.98K+ 33.9% |
$109K - $111K
|
15.7K
$437K
|
|
|
Jan 07, 2026
Q4 2025
|
Precedent Wealth Partners, LLC
Houston, TX |
BUY
|
- |
3.56K+ 3.81% |
$97.7K - $99.5K
|
97.2K
$2.7M
|
|
|
Jan 21, 2026
Q4 2025
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
1.25KNew |
$34.3K - $34.9K
|
1.25K
$34.7K
|
|
|
Jan 20, 2026
Q4 2025
|
Bam Wealth Management, LLC
Lakewood, CO |
BUY
|
- |
721+ 7.21% |
$19.8K - $20.1K
|
10.7K
$298K
|
|
|
Jan 23, 2026
Q4 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-17- 0.32% |
$466 - $475
|
5.23K
$145K
|
|
|
Jan 14, 2026
Q4 2025
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-169- 0.91% |
$4.63K - $4.72K
|
18.5K
$513K
|
|
|
Jan 20, 2026
Q4 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-575- 3.47% |
$15.8K - $16.1K
|
16K
$444K
|
|
|
Jan 21, 2026
Q4 2025
|
Mayfair Advisory Group, LLC
Birmingham, AL |
SELL
|
- |
-1K- 3.91% |
$27.4K - $27.9K
|
24.6K
$683K
|
|
|
Jan 12, 2026
Q4 2025
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-1.45K- 6.63% |
$39.7K - $40.5K
|
20.4K
$567K
|
|
|
Jan 07, 2026
Q4 2025
|
Cooper Financial Group
|
SELL
|
- |
-2.16K- 12.04% |
$59.2K - $60.3K
|
15.8K
$439K
|
|
|
Jan 20, 2026
Q4 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-5.21K- 1.27% |
$143K - $146K
|
405K
$11.3M
|
|
|
Jan 15, 2026
Q4 2025
|
Santori & Peters, Inc.
|
SELL
|
- |
-16.1K- 4.16% |
$441K - $450K
|
371K
$10.3M
|
|
|
Jan 21, 2026
Q4 2025
|
Ergawealth Advisors, Inc.
Oak Brook, IL |
SELL
|
- |
-19.3K- 35.45% |
$529K - $539K
|
35.1K
$976K
|
|