Latest Institutional Purchases of First Tr Exc Trd Fd Viii Ft Cb (BUFD)
This list provides information on the latest institutional transactions involving First Tr Exc Trd Fd Viii Ft Cb (BUFD) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
1.26M+ 15.64% |
$33.5M - $34.9M
|
9.33M
$259M
|
|
|
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
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
410K+ 76.14% |
$10.9M - $11.3M
|
948K
$26.3M
|
|
|
Nov 13, 2025
Q3 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
271K+ 63.09% |
$7.18M - $7.48M
|
699K
$19.4M
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
BUY
|
- |
160K+ 58.29% |
$4.25M - $4.43M
|
435K
$12.1M
|
|
|
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
|
Creative Planning
Overland Park, KS |
BUY
|
- |
126KNew |
$3.34M - $3.49M
|
126K
$3.5M
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
115K+ 3.31% |
$3.05M - $3.18M
|
3.6M
$99.9M
|
|
|
Nov 06, 2025
Q3 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
105K+ 647.49% |
$2.8M - $2.91M
|
122K
$3.38M
|
|
|
Nov 12, 2025
Q3 2025
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
102K+ 6.85% |
$2.71M - $2.82M
|
1.59M
$44.2M
|
|
|
Oct 30, 2025
Q3 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
84.2K+ 41.53% |
$2.23M - $2.33M
|
287K
$7.97M
|
|
|
Nov 12, 2025
Q3 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
78.6K+ 14.93% |
$2.08M - $2.17M
|
605K
$16.8M
|
|
|
Oct 22, 2025
Q3 2025
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
67.8K+ 3.82% |
$1.8M - $1.87M
|
1.84M
$51.2M
|
|
|
Nov 13, 2025
Q3 2025
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
60.7K+ 9.19% |
$1.61M - $1.68M
|
720K
$20M
|
|
|
Oct 28, 2025
Q3 2025
|
Fischer Investment Strategies, LLC
Westlake Village, CA |
BUY
|
- |
53.3K+ 9.37% |
$1.41M - $1.47M
|
623K
$17.3M
|
|
|
Nov 06, 2025
Q3 2025
|
Wedbush Securities Inc
|
BUY
|
- |
49.8K+ 29.97% |
$1.32M - $1.38M
|
216K
$6.01M
|
|
|
Nov 07, 2025
Q3 2025
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
48.7K+ 21.94% |
$1.29M - $1.35M
|
270K
$7.51M
|
|
|
Oct 15, 2025
Q3 2025
|
Brookstone Capital Management
|
BUY
|
- |
48.2K+ 6.41% |
$1.28M - $1.33M
|
799K
$22.2M
|
|
|
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
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
42.8KNew |
$1.13M - $1.18M
|
42.8K
$1.19M
|
|
|
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
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
40KNew |
$1.06M - $1.11M
|
40K
$1.11M
|
|
|
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
|
|
|
Nov 05, 2025
Q3 2025
|
Img Wealth Management, Inc.
Jacksonville, FL |
BUY
|
- |
33.7K+ 12.23% |
$893K - $931K
|
309K
$8.59M
|
|
|
Oct 15, 2025
Q3 2025
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
- |
31.6K+ 68.39% |
$838K - $874K
|
77.8K
$2.16M
|
|
|
Nov 12, 2025
Q3 2025
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
29.8K+ 10.73% |
$791K - $824K
|
308K
$8.55M
|
|
|
Oct 28, 2025
Q3 2025
|
Edge Rock Capital LLC
|
BUY
|
- |
27.5KNew |
$730K - $761K
|
27.5K
$765K
|
|
|
Nov 14, 2025
Q3 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
26.3K+ 19.47% |
$697K - $726K
|
161K
$4.48M
|
|
|
Nov 14, 2025
Q3 2025
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
22.6KNew |
$600K - $626K
|
22.6K
$629K
|
|
|
Oct 31, 2025
Q3 2025
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
22.6KNew |
$600K - $625K
|
22.6K
$628K
|
|
|
Nov 06, 2025
Q3 2025
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
21.9KNew |
$580K - $604K
|
21.9K
$607K
|
|
|
Nov 14, 2025
Q3 2025
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
BUY
|
- |
20.8K+ 4.9% |
$552K - $575K
|
446K
$12.4M
|
|
|
Nov 12, 2025
Q3 2025
|
Capasso Planning Partners LLC
Charleston, SC |
BUY
|
- |
18.8KNew |
$499K - $520K
|
18.8K
$523K
|
|
|
Nov 12, 2025
Q3 2025
|
Brinker Capital Investments, LLC
|
BUY
|
- |
18.1K+ 57.87% |
$481K - $501K
|
49.5K
$1.37M
|
|
|
Nov 07, 2025
Q3 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
17.6K+ 2.5% |
$467K - $486K
|
720K
$20M
|
|
|
Oct 30, 2025
Q3 2025
|
Andina Capital Management, LLC
Lehi, UT |
BUY
|
- |
15KNew |
$398K - $415K
|
15K
$417K
|
|
|
Nov 14, 2025
Q3 2025
|
Vest Gen Advisors, LLC
Inverness, IL |
BUY
|
- |
13.6KNew |
$360K - $375K
|
13.6K
$377K
|
|
|
Oct 02, 2025
Q3 2025
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
13.2K+ 1.78% |
$349K - $364K
|
752K
$20.9M
|
|
|
Nov 12, 2025
Q3 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
12.3K+ 23.24% |
$327K - $341K
|
65.4K
$1.82M
|
|
|
Nov 12, 2025
Q3 2025
|
Advisor Resource Council
|
BUY
|
- |
12.3K+ 121.26% |
$326K - $340K
|
22.4K
$623K
|
|
|
Nov 05, 2025
Q3 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
12.2K+ 67.68% |
$323K - $336K
|
30.1K
$837K
|
|
|
Nov 14, 2025
Q3 2025
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
11.4KNew |
$301K - $314K
|
11.4K
$316K
|
|
|
Nov 12, 2025
Q3 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
11.1K+ 2.61% |
$295K - $307K
|
438K
$12.2M
|
|
|
Nov 03, 2025
Q3 2025
|
Adamsbrown Wealth Consultants LLC
|
BUY
|
- |
10.9KNew |
$290K - $303K
|
10.9K
$304K
|
|
|
Oct 09, 2025
Q3 2025
|
Five Pine Wealth Management
Coeur D Alene, ID |
BUY
|
- |
10.8K+ 35.34% |
$287K - $299K
|
41.5K
$1.15M
|
|
|
Nov 03, 2025
Q3 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
10.3K+ 24.71% |
$272K - $284K
|
51.8K
$1.44M
|
|
|
Oct 31, 2025
Q3 2025
|
Bam Wealth Management, LLC
Lakewood, CO |
BUY
|
- |
10KNew |
$265K - $277K
|
10K
$278K
|
|
|
Nov 06, 2025
Q3 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
9.83K+ 123.97% |
$261K - $272K
|
17.8K
$493K
|
|
|
Oct 17, 2025
Q3 2025
|
Encompass More Asset Management
Danville, CA |
BUY
|
- |
9.06KNew |
$240K - $250K
|
9.06K
$252K
|
|