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 |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
258K+ 29.54% |
$6.13M - $6.46M
|
1.13M
$29.3M
|
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
41.7K+ 15.56% |
$993K - $1.05M
|
310K
$8.03M
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
8.93K+ 7.72% |
$212K - $223K
|
125K
$3.22M
|
|
|
Nov 13, 2024
Q3 2024
|
Townsquare Capital LLC
|
SELL
|
- |
-9.41K- 2.62% |
$224K - $236K
|
350K
$9.07M
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
27.6K+ 3.44% |
$657K - $692K
|
831K
$21.5M
|
|
|
Nov 13, 2024
Q3 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
34.2K+ 13.61% |
$814K - $857K
|
286K
$7.4M
|
|
|
Nov 13, 2024
Q3 2024
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-1.34K- 4.79% |
$31.9K - $33.6K
|
26.7K
$691K
|
|
|
Nov 12, 2024
Q3 2024
|
Centaurus Financial, Inc.
|
BUY
|
- |
1.23K+ 1.29% |
$29.2K - $30.8K
|
96.3K
$2.49M
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
494New |
$11.7K - $12.4K
|
494
$12.8K
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
1.22M+ 28.27% |
$29M - $30.5M
|
5.53M
$143M
|
|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-1.85K- 3.67% |
$43.9K - $46.2K
|
48.5K
$1.26M
|
|
|
Nov 08, 2024
Q3 2024
|
Wedbush Securities Inc
|
BUY
|
- |
24.3K+ 10.08% |
$579K - $609K
|
266K
$6.88M
|
|
|
Nov 07, 2024
Q3 2024
|
Prospera Financial Services Inc
|
SELL
|
- |
-51.4K- 85.28% |
$1.22M - $1.29M
|
8.88K
$230K
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
173K+ 5.5% |
$4.12M - $4.33M
|
3.32M
$85.9M
|
|
|
Nov 06, 2024
Q3 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-236- 0.29% |
$5.61K - $5.91K
|
81.1K
$2.1M
|
|
|
Nov 05, 2024
Q3 2024
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-4.18K- 9.5% |
$99.5K - $105K
|
39.9K
$1.03M
|
|
|
Nov 04, 2024
Q3 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
39.3K+ 116.51% |
$935K - $984K
|
73K
$1.89M
|
|
|
Nov 04, 2024
Q3 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-302K- 31.3% |
$7.18M - $7.57M
|
663K
$17.2M
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
32K+ 8.77% |
$760K - $800K
|
396K
$10.3M
|
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
871New |
$20.7K - $21.8K
|
871
$22.6K
|
|
|
Nov 04, 2024
Q3 2024
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
105KNew |
$2.49M - $2.63M
|
105K
$2.72M
|
|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
SELL
|
- |
-374- 20.57% |
$8.89K - $9.36K
|
1.44K
$37.4K
|
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
21.5K+ 11.86% |
$512K - $539K
|
203K
$5.26M
|
|
|
Oct 30, 2024
Q3 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
5.27K+ 5.87% |
$125K - $132K
|
95.1K
$2.46M
|
|
|
Oct 30, 2024
Q3 2024
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
2.75K+ 2.2% |
$65.3K - $68.8K
|
128K
$3.3M
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-12K- 1.92% |
$286K - $302K
|
614K
$15.9M
|
|
|
Oct 25, 2024
Q3 2024
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
89.4K+ 7.03% |
$2.13M - $2.24M
|
1.36M
$35.3M
|
|
|
Oct 24, 2024
Q3 2024
|
Vima LLC
Troy, MI |
BUY
|
- |
6.91K+ 28.47% |
$164K - $173K
|
31.2K
$808K
|
|
|
Oct 23, 2024
Q3 2024
|
Ergawealth Advisors, Inc.
Oak Brook, IL |
BUY
|
- |
41.7K+ 232.57% |
$992K - $1.04M
|
59.6K
$1.54M
|
|
|
Oct 22, 2024
Q3 2024
|
Chris Bulman Inc
Roseville, CA |
SELL
|
- |
-9.31K- 46.61% |
$221K - $233K
|
10.7K
$276K
|
|
|
Oct 21, 2024
Q3 2024
|
Integrity Financial Corp
|
BUY
|
- |
8.96K+ 3.53% |
$213K - $224K
|
263K
$6.81M
|
|
|
Oct 18, 2024
Q3 2024
|
Cedrus LLC
Littleton, CO |
BUY
|
- |
21.6KNew |
$513K - $540K
|
21.6K
$558K
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
20.8K+ 2.68% |
$495K - $521K
|
796K
$20.6M
|
|
|
Oct 16, 2024
Q3 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
10.9KNew |
$259K - $273K
|
10.9K
$282K
|
|
|
Oct 16, 2024
Q3 2024
|
Alliance Wealth Advisors, LLC
|
BUY
|
- |
493+ 4.27% |
$11.7K - $12.3K
|
12K
$312K
|
|
|
Oct 15, 2024
Q3 2024
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
8.68KNew |
$206K - $217K
|
8.68K
$225K
|
|
|
Oct 11, 2024
Q3 2024
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
2.06K+ 10.75% |
$48.9K - $51.5K
|
21.2K
$549K
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
9.79KNew |
$233K - $245K
|
9.79K
$253K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-17.2K- 81.42% |
$410K - $431K
|
3.93K
$102K
|
|
|
Oct 09, 2024
Q3 2024
|
Simplicity Wealth,Llc
|
BUY
|
- |
16.2K+ 15.28% |
$385K - $406K
|
122K
$3.17M
|
|
|
Oct 04, 2024
Q3 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
10.1KNew |
$240K - $253K
|
10.1K
$262K
|
|
| Q2 2024 | |||||||
|
Aug 14, 2024
Q2 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-255- 1.31% |
$5.92K - $6.21K
|
19.2K
$498K
|
|
|
Aug 13, 2024
Q2 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
4.53K+ 2.86% |
$105K - $110K
|
163K
$4.22M
|
|
|
Aug 13, 2024
Q2 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
19.2K+ 34.7% |
$445K - $467K
|
74.4K
$1.93M
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-512- 2.25% |
$11.9K - $12.5K
|
22.3K
$577K
|
|
|
Aug 09, 2024
Q2 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
14+ 0.09% |
$325 - $341
|
15.4K
$398K
|
|
|
Aug 08, 2024
Q2 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-1.9K- 73.08% |
$44.1K - $46.2K
|
700
$18.1K
|
|
|
Aug 06, 2024
Q2 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
3.14KNew |
$72.8K - $76.3K
|
3.14K
$81.2K
|
|
|
Aug 02, 2024
Q2 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
9.32KNew |
$216K - $227K
|
9.32K
$241K
|
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
1.38KNew |
$31.9K - $33.5K
|
1.38K
$35.6K
|
|