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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2025
Q2 2025
|
Old Mission Capital LLC
|
BUY
|
- |
22.8KNew |
$534K - $605K
|
22.8K
$633K
|
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-8.55K- 12.79% |
$200K - $227K
|
58.3K
$1.62M
|
|
|
Aug 14, 2025
Q2 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-47.3K- 81.31% |
$1.11M - $1.26M
|
10.9K
$302K
|
|
|
Aug 14, 2025
Q2 2025
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-47.6K- 59.93% |
$1.12M - $1.26M
|
31.8K
$883K
|
|
|
Aug 14, 2025
Q2 2025
|
Schwallier Wealth Management LLC
Grand Rapids, MI |
SELL
|
- |
-16.3KClosed |
$383K - $434K
|
0
$0
|
|
|
Aug 13, 2025
Q2 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
383+ 1.14% |
$8.98K - $10.2K
|
34K
$944K
|
|
|
Aug 12, 2025
Q2 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-2.96K- 6.16% |
$69.4K - $78.6K
|
45.1K
$1.25M
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
848+ 1.02% |
$19.9K - $22.5K
|
83.7K
$2.32M
|
|
|
Aug 08, 2025
Q2 2025
|
Good Life Advisors, LLC
|
SELL
|
- |
-3.31K- 15.16% |
$77.6K - $87.9K
|
18.5K
$515K
|
|
|
Aug 07, 2025
Q2 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
SELL
|
- |
-1- 33.33% |
$23.5 - $26.6
|
2
$55.6
|
|
|
Aug 06, 2025
Q2 2025
|
Legacy Investment Solutions, LLC
Meridian, ID |
BUY
|
- |
39.1K+ 57.91% |
$916K - $1.04M
|
107K
$2.96M
|
|
|
Aug 04, 2025
Q2 2025
|
Assetmark, Inc
|
BUY
|
- |
538+ 14.91% |
$12.6K - $14.3K
|
4.15K
$115K
|
|
|
Jul 31, 2025
Q2 2025
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
595+ 3.42% |
$14K - $15.8K
|
18K
$500K
|
|
|
Jul 25, 2025
Q2 2025
|
Gw Henssler & Associates LTD
|
SELL
|
- |
-294K- 6.91% |
$6.89M - $7.8M
|
3.96M
$110M
|
|
|
Jul 25, 2025
Q2 2025
|
Lion Street Advisors, LLC
|
SELL
|
- |
-1.15K- 4.39% |
$27K - $30.6K
|
25.1K
$697K
|
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-144K- 80.97% |
$3.39M - $3.84M
|
33.9K
$943K
|
|
|
Jul 25, 2025
Q2 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-118K- 93.52% |
$2.78M - $3.14M
|
8.2K
$228K
|
|
|
Jul 24, 2025
Q2 2025
|
Apollon Financial, LLC
Mount Pleasant, SC |
SELL
|
- |
-1.4K- 1.29% |
$32.9K - $37.2K
|
108K
$2.99M
|
|
|
Jul 24, 2025
Q2 2025
|
Slt Holdings LLC
Scottsdale, AZ |
SELL
|
- |
-3.76K- 7.75% |
$88.2K - $99.9K
|
44.8K
$1.24M
|
|
|
Jul 23, 2025
Q2 2025
|
Ggm Financials LLC
Columbus, OH |
BUY
|
- |
16.2KNew |
$380K - $430K
|
16.2K
$450K
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
3.67K+ 232.76% |
$86.1K - $97.6K
|
5.25K
$146K
|
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-563- 1.98% |
$13.2K - $15K
|
27.9K
$775K
|
|
|
Jul 07, 2025
Q2 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
SELL
|
- |
-513- 52.24% |
$12K - $13.6K
|
469
$13K
|
|
|
Jul 07, 2025
Q2 2025
|
Schulz Wealth, Ltd.
Mansfield, TX |
SELL
|
- |
-5.04K- 36.87% |
$118K - $134K
|
8.63K
$240K
|
|
| Q1 2025 | |||||||
|
Nov 04, 2025
Q1 2025
|
Gibbs Wealth Management
Alpharetta, GA |
SELL
|
- |
-10.4KClosed |
$256K - $271K
|
0
$0
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-6.9K- 19.51% |
$170K - $180K
|
28.5K
$790K
|
|
|
May 15, 2025
Q1 2025
|
Concorde Asset Management, LLC
|
BUY
|
- |
2.1K+ 13.75% |
$51.7K - $54.8K
|
17.4K
$482K
|
|
|
May 13, 2025
Q1 2025
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
CALL |
1KNew |
$24.7K - $26.1K
|
1K
$27.8K
|
|
|
May 12, 2025
Q1 2025
|
Townsquare Capital LLC
|
BUY
|
- |
2.28K+ 0.65% |
$56.1K - $59.4K
|
352K
$9.77M
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
17.7K+ 3621.52% |
$436K - $461K
|
18.2K
$505K
|
|
|
May 07, 2025
Q1 2025
|
Indie Asset Partners, LLC
Carmel, IN |
SELL
|
- |
-2.5K- 21.74% |
$61.7K - $65.3K
|
9K
$250K
|
|
|
May 07, 2025
Q1 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
8.99KNew |
$222K - $235K
|
8.99K
$250K
|
|
|
May 06, 2025
Q1 2025
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
8.24KNew |
$203K - $215K
|
8.24K
$229K
|
|
|
May 06, 2025
Q1 2025
|
Trilogy Capital Inc.
|
BUY
|
- |
12.5KNew |
$308K - $325K
|
12.5K
$346K
|
|
|
May 02, 2025
Q1 2025
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
8.15KNew |
$201K - $213K
|
8.15K
$226K
|
|
|
Apr 25, 2025
Q1 2025
|
Essex Financial Services, Inc.
|
BUY
|
- |
900+ 11.25% |
$22.2K - $23.5K
|
8.9K
$247K
|
|
|
Apr 14, 2025
Q1 2025
|
Tounjian Advisory Partners, LLC
Fort Myers, FL |
BUY
|
- |
34.2KNew |
$842K - $892K
|
34.2K
$949K
|
|
|
Apr 11, 2025
Q1 2025
|
Alliance Wealth Advisors, LLC
|
BUY
|
- |
3.43K+ 28.45% |
$84.5K - $89.4K
|
15.5K
$430K
|
|
|
Apr 09, 2025
Q1 2025
|
Hbw Advisory Services LLC
|
BUY
|
- |
234+ 2.22% |
$5.77K - $6.11K
|
10.8K
$299K
|
|
| Q4 2024 | |||||||
|
Feb 25, 2025
Q4 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
12.6K+ 56.8% |
$315K - $325K
|
34.9K
$969K
|
|
|
Feb 18, 2025
Q4 2024
|
Breakthru Advisory Services, LLC
Muskego, WI |
BUY
|
- |
14.6KNew |
$364K - $376K
|
14.6K
$406K
|
|
|
Feb 14, 2025
Q4 2024
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
1.45K+ 16.71% |
$36.2K - $37.3K
|
10.1K
$281K
|
|
|
Feb 13, 2025
Q4 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-1.24K- 89.19% |
$30.9K - $31.9K
|
150
$4.17K
|
|
|
Feb 13, 2025
Q4 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
8.07K+ 9.95% |
$201K - $208K
|
89.2K
$2.48M
|
|
|
Feb 13, 2025
Q4 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-800- 7.05% |
$20K - $20.6K
|
10.5K
$293K
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
278KNew |
$6.92M - $7.14M
|
278K
$7.71M
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
BUY
|
- |
441New |
$11K - $11.4K
|
441
$12.3K
|
|
|
Feb 04, 2025
Q4 2024
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
38.7KNew |
$964K - $995K
|
38.7K
$1.07M
|
|
|
Feb 04, 2025
Q4 2024
|
Edge Capital Group, LLC
|
BUY
|
- |
8.42KNew |
$210K - $217K
|
8.42K
$234K
|
|