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 03, 2025
Q3 2025
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-2.92K- 13.48% |
$77.4K - $80.6K
|
18.7K
$520K
|
|
|
Nov 03, 2025
Q3 2025
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-117K- 56.1% |
$3.09M - $3.22M
|
91.2K
$2.53M
|
|
|
Nov 03, 2025
Q3 2025
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
854+ 10.92% |
$22.6K - $23.6K
|
8.67K
$241K
|
|
|
Oct 31, 2025
Q3 2025
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
22.6KNew |
$600K - $625K
|
22.6K
$628K
|
|
|
Oct 31, 2025
Q3 2025
|
Bam Wealth Management, LLC
Lakewood, CO |
BUY
|
- |
10KNew |
$265K - $277K
|
10K
$278K
|
|
|
Oct 30, 2025
Q3 2025
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
465+ 3.53% |
$12.3K - $12.9K
|
13.7K
$379K
|
|
|
Oct 30, 2025
Q3 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
84.2K+ 41.53% |
$2.23M - $2.33M
|
287K
$7.97M
|
|
|
Oct 30, 2025
Q3 2025
|
Andina Capital Management, LLC
Lehi, UT |
BUY
|
- |
15KNew |
$398K - $415K
|
15K
$417K
|
|
|
Oct 30, 2025
Q3 2025
|
Triad Wealth Partners, LLC
Lawrence, KS |
SELL
|
- |
-5.57K- 22.71% |
$148K - $154K
|
19K
$527K
|
|
|
Oct 29, 2025
Q3 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
1.52KNew |
$40.4K - $42.1K
|
1.52K
$42.3K
|
|
|
Oct 29, 2025
Q3 2025
|
Partners Wealth Management, LLC
Carmel By The Sea, CA |
SELL
|
- |
-3.8K- 20.75% |
$101K - $105K
|
14.5K
$403K
|
|
|
Oct 29, 2025
Q3 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
480+ 0.91% |
$12.7K - $13.3K
|
52.9K
$1.47M
|
|
|
Oct 29, 2025
Q3 2025
|
Cascade Investment Group, Inc.
Colorado Springs, CO |
BUY
|
- |
264+ 2.73% |
$7K - $7.3K
|
9.94K
$276K
|
|
|
Oct 28, 2025
Q3 2025
|
Fischer Investment Strategies, LLC
Westlake Village, CA |
BUY
|
- |
53.3K+ 9.37% |
$1.41M - $1.47M
|
623K
$17.3M
|
|
|
Oct 28, 2025
Q3 2025
|
Edge Rock Capital LLC
|
BUY
|
- |
27.5KNew |
$730K - $761K
|
27.5K
$765K
|
|
|
Oct 28, 2025
Q3 2025
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-2.43K- 4.58% |
$64.5K - $67.2K
|
50.7K
$1.41M
|
|
|
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
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
1.77K+ 8.53% |
$46.9K - $48.9K
|
22.5K
$625K
|
|
|
Oct 24, 2025
Q3 2025
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-495- 1.46% |
$13.1K - $13.7K
|
33.4K
$928K
|
|
|
Oct 23, 2025
Q3 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-144- 0.55% |
$3.82K - $3.98K
|
26.1K
$724K
|
|
|
Oct 23, 2025
Q3 2025
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-2.02K- 13.39% |
$53.5K - $55.7K
|
13K
$362K
|
|
|
Oct 22, 2025
Q3 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-51K- 68.43% |
$1.35M - $1.41M
|
23.5K
$653K
|
|
|
Oct 22, 2025
Q3 2025
|
Echo Wealth Management, LLC
|
SELL
|
- |
-4.48K- 8.2% |
$119K - $124K
|
50.1K
$1.39M
|
|
|
Oct 22, 2025
Q3 2025
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
67.8K+ 3.82% |
$1.8M - $1.87M
|
1.84M
$51.2M
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-2.19K- 0.29% |
$58K - $60.5K
|
765K
$21.3M
|
|
|
Oct 20, 2025
Q3 2025
|
Ergawealth Advisors, Inc.
Oak Brook, IL |
SELL
|
- |
-1.58K- 2.82% |
$42K - $43.7K
|
54.4K
$1.51M
|
|
|
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 20, 2025
Q3 2025
|
Merit Financial Group, LLC
|
SELL
|
- |
-1.39K- 10.81% |
$36.9K - $38.4K
|
11.5K
$318K
|
|
|
Oct 20, 2025
Q3 2025
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-1.33K- 36.35% |
$35.1K - $36.6K
|
2.32K
$64.4K
|
|
|
Oct 20, 2025
Q3 2025
|
Chris Bulman Inc
Roseville, CA |
BUY
|
- |
2.03K+ 20.94% |
$53.9K - $56.2K
|
11.7K
$326K
|
|
|
Oct 17, 2025
Q3 2025
|
Encompass More Asset Management
Danville, CA |
BUY
|
- |
9.06KNew |
$240K - $250K
|
9.06K
$252K
|
|
|
Oct 17, 2025
Q3 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-5.33K- 24.37% |
$141K - $147K
|
16.5K
$460K
|
|
|
Oct 15, 2025
Q3 2025
|
Brookstone Capital Management
|
BUY
|
- |
48.2K+ 6.41% |
$1.28M - $1.33M
|
799K
$22.2M
|
|
|
Oct 15, 2025
Q3 2025
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
- |
31.6K+ 68.39% |
$838K - $874K
|
77.8K
$2.16M
|
|
|
Oct 15, 2025
Q3 2025
|
Milestone Asset Management, LLC
Pittsburgh, PA |
BUY
|
- |
37.8K+ 9.03% |
$1M - $1.04M
|
457K
$12.7M
|
|
|
Oct 15, 2025
Q3 2025
|
Secured Retirement Advisors, LLC
St Louis Park, MN |
BUY
|
- |
35.1KNew |
$931K - $970K
|
35.1K
$975K
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
BUY
|
- |
160K+ 58.29% |
$4.25M - $4.43M
|
435K
$12.1M
|
|
|
Oct 15, 2025
Q3 2025
|
Cambridge Advisors Inc.
|
SELL
|
- |
-100- 0.57% |
$2.65K - $2.76K
|
17.4K
$482K
|
|
|
Oct 15, 2025
Q3 2025
|
Private Trust CO Na
|
BUY
|
- |
3.27K+ 31.57% |
$86.7K - $90.4K
|
13.6K
$379K
|
|
|
Oct 15, 2025
Q3 2025
|
Santori & Peters, Inc.
|
SELL
|
- |
-4.43K- 1.13% |
$117K - $122K
|
387K
$10.7M
|
|
|
Oct 15, 2025
Q3 2025
|
Davies Financial Advisors, Inc.
Murrieta, CA |
SELL
|
- |
-300- 0.92% |
$7.96K - $8.29K
|
32.3K
$899K
|
|
|
Oct 14, 2025
Q3 2025
|
Defined Financial Planning LLC
San Rafael, CA |
BUY
|
- |
5.29K+ 33.91% |
$140K - $146K
|
20.9K
$580K
|
|
|
Oct 10, 2025
Q3 2025
|
Sound Income Strategies, LLC
|
SELL
|
- |
-48- 7.58% |
$1.27K - $1.33K
|
585
$16.3K
|
|
|
Oct 09, 2025
Q3 2025
|
Five Pine Wealth Management
Coeur D Alene, ID |
BUY
|
- |
10.8K+ 35.34% |
$287K - $299K
|
41.5K
$1.15M
|
|
|
Oct 09, 2025
Q3 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-1.91K- 11.37% |
$50.5K - $52.7K
|
14.9K
$413K
|
|
| Q2 2025 | |||||||
|
Nov 21, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-20.4K- 3.86% |
$479K - $543K
|
509K
$14.1M
|
|
|
Nov 03, 2025
Q2 2025
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
SELL
|
- |
-15.5K- 39.95% |
$363K - $411K
|
23.3K
$646K
|
|
|
Aug 18, 2025
Q2 2025
|
N.E.W. Advisory Services LLC
|
SELL
|
- |
-3.98K- 65.41% |
$93.4K - $106K
|
2.11K
$58.5K
|
|
|
Aug 18, 2025
Q2 2025
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
9.07K+ 8.37% |
$213K - $241K
|
117K
$3.26M
|
|
|
Aug 14, 2025
Q2 2025
|
Core Wealth Advisors, Inc.
Lakeland, FL |
BUY
|
- |
8.11KNew |
$190K - $215K
|
8.11K
$225K
|
|