Latest Institutional Transactions on First Tr Exc Trd Fd Viii Ft Cb (BUFD)
This table provides information on the latest institutional transactions involving First Tr Exc Trd Fd Viii Ft Cb (BUFD) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 14, 2026
Q4 2025
|
Chris Bulman Inc
Roseville, CA |
BUY
|
- |
3.98K+ 33.9% |
$109K - $111K
|
15.7K
$437K
|
|
|
Jan 14, 2026
Q4 2025
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-169- 0.91% |
$4.63K - $4.72K
|
18.5K
$513K
|
|
|
Jan 14, 2026
Q4 2025
|
Edge Rock Capital LLC
|
BUY
|
- |
27.5KNew |
$754K - $769K
|
27.5K
$765K
|
|
|
Jan 13, 2026
Q4 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
4.15K+ 34.79% |
$114K - $116K
|
16.1K
$446K
|
|
|
Jan 13, 2026
Q4 2025
|
Adamsbrown Wealth Consultants LLC
|
BUY
|
- |
8.49K+ 77.56% |
$233K - $237K
|
19.4K
$540K
|
|
|
Jan 12, 2026
Q4 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
13.6KNew |
$373K - $380K
|
13.6K
$378K
|
|
|
Jan 12, 2026
Q4 2025
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-1.45K- 6.63% |
$39.7K - $40.5K
|
20.4K
$567K
|
|
|
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 08, 2026
Q4 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
10.6K+ 57.34% |
$289K - $295K
|
29K
$805K
|
|
|
Jan 08, 2026
Q4 2025
|
Maridea Wealth Management LLC
Brooklyn, NY |
BUY
|
- |
14.4K+ 29.85% |
$395K - $403K
|
62.7K
$1.74M
|
|
|
Jan 07, 2026
Q4 2025
|
Cooper Financial Group
|
SELL
|
- |
-2.16K- 12.04% |
$59.2K - $60.3K
|
15.8K
$439K
|
|
|
Jan 07, 2026
Q4 2025
|
Precedent Wealth Partners, LLC
Houston, TX |
BUY
|
- |
3.56K+ 3.81% |
$97.7K - $99.5K
|
97.2K
$2.7M
|
|
| Q3 2025 | |||||||
|
Jan 13, 2026
Q3 2025
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
12.1K+ 65.34% |
$322K - $335K
|
30.7K
$852K
|
|
|
Jan 06, 2026
Q3 2025
|
Legacy Financial Group LLC
|
BUY
|
- |
31.5K+ 1.63% |
$837K - $872K
|
1.97M
$54.6M
|
|
|
Dec 02, 2025
Q3 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-562- 2.03% |
$14.9K - $15.5K
|
27.1K
$753K
|
|
|
Nov 20, 2025
Q3 2025
|
Centaurus Financial, Inc.
|
BUY
|
- |
1.63K+ 1.63% |
$43.3K - $45.1K
|
102K
$2.82M
|
|
|
Nov 18, 2025
Q3 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
6.61K+ 3.8% |
$175K - $183K
|
181K
$5.02M
|
|
|
Nov 17, 2025
Q3 2025
|
Harvest Investment Services, LLC
|
SELL
|
- |
-49- 0.23% |
$1.3K - $1.35K
|
21.4K
$595K
|
|
|
Nov 14, 2025
Q3 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
575+ 2.47% |
$15.2K - $15.9K
|
23.8K
$662K
|
|
|
Nov 14, 2025
Q3 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
40KNew |
$1.06M - $1.11M
|
40K
$1.11M
|
|
|
Nov 14, 2025
Q3 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
42.8KNew |
$1.13M - $1.18M
|
42.8K
$1.19M
|
|
|
Nov 14, 2025
Q3 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
6.65KNew |
$176K - $184K
|
6.65K
$185K
|
|
|
Nov 14, 2025
Q3 2025
|
Vest Gen Advisors, LLC
Inverness, IL |
BUY
|
- |
13.6KNew |
$360K - $375K
|
13.6K
$377K
|
|
|
Nov 14, 2025
Q3 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
3.44K+ 0.45% |
$91.1K - $94.9K
|
760K
$21.1M
|
|
|
Nov 14, 2025
Q3 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
154K+ 8.78% |
$4.09M - $4.26M
|
1.91M
$53.1M
|
|
|
Nov 14, 2025
Q3 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
26.3K+ 19.47% |
$697K - $726K
|
161K
$4.48M
|
|
|
Nov 14, 2025
Q3 2025
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-2.17K- 73.15% |
$57.7K - $60.1K
|
798
$22.2K
|
|
|
Nov 14, 2025
Q3 2025
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-2.68K- 23.07% |
$70.9K - $73.9K
|
8.92K
$248K
|
|
|
Nov 14, 2025
Q3 2025
|
Stone X Group Inc.
|
BUY
|
- |
948+ 1.77% |
$25.1K - $26.2K
|
54.4K
$1.51M
|
|
|
Nov 14, 2025
Q3 2025
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
22.6KNew |
$600K - $626K
|
22.6K
$629K
|
|
|
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 14, 2025
Q3 2025
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
11.4KNew |
$301K - $314K
|
11.4K
$316K
|
|
|
Nov 14, 2025
Q3 2025
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-149K- 20.58% |
$3.94M - $4.11M
|
573K
$15.9M
|
|
|
Nov 14, 2025
Q3 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
410K+ 76.14% |
$10.9M - $11.3M
|
948K
$26.3M
|
|
|
Nov 14, 2025
Q3 2025
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
BUY
|
- |
20.8K+ 4.9% |
$552K - $575K
|
446K
$12.4M
|
|
|
Nov 14, 2025
Q3 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
126KNew |
$3.34M - $3.49M
|
126K
$3.5M
|
|
|
Nov 14, 2025
Q3 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
41.7K+ 12.84% |
$1.11M - $1.15M
|
366K
$10.2M
|
|
|
Nov 14, 2025
Q3 2025
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-12.1K- 45.36% |
$320K - $334K
|
14.5K
$404K
|
|
|
Nov 14, 2025
Q3 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
43.4K+ 53.72% |
$1.15M - $1.2M
|
124K
$3.45M
|
|
|
Nov 14, 2025
Q3 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
752K+ 73.76% |
$19.9M - $20.8M
|
1.77M
$49.2M
|
|
|
Nov 14, 2025
Q3 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
2.29K+ 25.49% |
$60.8K - $63.4K
|
11.3K
$313K
|
|
|
Nov 13, 2025
Q3 2025
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-13- 0.02% |
$345 - $359
|
66.9K
$1.86M
|
|
|
Nov 13, 2025
Q3 2025
|
Maia Wealth LLC
Denver, CO |
SELL
|
- |
-1.08K- 1.3% |
$28.6K - $29.8K
|
81.7K
$2.27M
|
|
|
Nov 13, 2025
Q3 2025
|
Scs Capital Management LLC
Boston, MA |
SELL
|
- |
-197- 1.22% |
$5.22K - $5.45K
|
16K
$443K
|
|
|
Nov 13, 2025
Q3 2025
|
Wealth Watch Advisors, Inc
Englewood, CO |
BUY
|
- |
7.74K+ 7.46% |
$205K - $214K
|
111K
$3.1M
|
|
|
Nov 13, 2025
Q3 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
271K+ 63.09% |
$7.18M - $7.48M
|
699K
$19.4M
|
|
|
Nov 13, 2025
Q3 2025
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
60.7K+ 9.19% |
$1.61M - $1.68M
|
720K
$20M
|
|
|
Nov 12, 2025
Q3 2025
|
Richmond Investment Services, LLC
Mequon, WI |
BUY
|
- |
874+ 0.74% |
$23.2K - $24.2K
|
119K
$3.3M
|
|
|
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
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
102K+ 6.85% |
$2.71M - $2.82M
|
1.59M
$44.2M
|
|