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 |
|---|---|---|---|---|---|---|---|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
848+ 1.02% |
$19.9K - $22.5K
|
83.7K
$2.32M
|
|
|
Jul 31, 2025
Q2 2025
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
595+ 3.42% |
$14K - $15.8K
|
18K
$500K
|
|
|
Aug 04, 2025
Q2 2025
|
Assetmark, Inc
|
BUY
|
- |
538+ 14.91% |
$12.6K - $14.3K
|
4.15K
$115K
|
|
|
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
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q1 2025 | |||||||
|
Apr 14, 2025
Q1 2025
|
Tounjian Advisory Partners, LLC
Fort Myers, FL |
BUY
|
- |
34.2KNew |
$842K - $892K
|
34.2K
$949K
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
17.7K+ 3621.52% |
$436K - $461K
|
18.2K
$505K
|
|
|
May 06, 2025
Q1 2025
|
Trilogy Capital Inc.
|
BUY
|
- |
12.5KNew |
$308K - $325K
|
12.5K
$346K
|
|
|
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 02, 2025
Q1 2025
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
8.15KNew |
$201K - $213K
|
8.15K
$226K
|
|
|
Apr 11, 2025
Q1 2025
|
Alliance Wealth Advisors, LLC
|
BUY
|
- |
3.43K+ 28.45% |
$84.5K - $89.4K
|
15.5K
$430K
|
|
|
May 12, 2025
Q1 2025
|
Townsquare Capital LLC
|
BUY
|
- |
2.28K+ 0.65% |
$56.1K - $59.4K
|
352K
$9.77M
|
|
|
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
|
|
|
Apr 25, 2025
Q1 2025
|
Essex Financial Services, Inc.
|
BUY
|
- |
900+ 11.25% |
$22.2K - $23.5K
|
8.9K
$247K
|
|
|
Apr 09, 2025
Q1 2025
|
Hbw Advisory Services LLC
|
BUY
|
- |
234+ 2.22% |
$5.77K - $6.11K
|
10.8K
$299K
|
|
| Q4 2024 | |||||||
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
278KNew |
$6.92M - $7.14M
|
278K
$7.71M
|
|
|
Feb 04, 2025
Q4 2024
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
38.7KNew |
$964K - $995K
|
38.7K
$1.07M
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
21.5KNew |
$536K - $553K
|
21.5K
$597K
|
|
|
Feb 18, 2025
Q4 2024
|
Breakthru Advisory Services, LLC
Muskego, WI |
BUY
|
- |
14.6KNew |
$364K - $376K
|
14.6K
$406K
|
|
|
Feb 25, 2025
Q4 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
12.6K+ 56.8% |
$315K - $325K
|
34.9K
$969K
|
|
|
Feb 04, 2025
Q4 2024
|
Edge Capital Group, LLC
|
BUY
|
- |
8.42KNew |
$210K - $217K
|
8.42K
$234K
|
|
|
Feb 13, 2025
Q4 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
8.07K+ 9.95% |
$201K - $208K
|
89.2K
$2.48M
|
|
|
Jan 13, 2025
Q4 2024
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
3K+ 25.96% |
$74.7K - $77.1K
|
14.5K
$404K
|
|
|
Jan 13, 2025
Q4 2024
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
2.86K+ 12.58% |
$71.3K - $73.6K
|
25.6K
$711K
|
|
|
Feb 14, 2025
Q4 2024
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
1.45K+ 16.71% |
$36.2K - $37.3K
|
10.1K
$281K
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
590+ 18.1% |
$14.7K - $15.2K
|
3.85K
$107K
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
BUY
|
- |
441New |
$11K - $11.4K
|
441
$12.3K
|
|
| Q3 2024 | |||||||
|
Oct 18, 2024
Q3 2024
|
Cedrus LLC
Littleton, CO |
BUY
|
- |
21.6KNew |
$513K - $540K
|
21.6K
$599K
|
|
|
Nov 25, 2024
Q3 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
11.9KNew |
$282K - $297K
|
11.9K
$329K
|
|
|
Nov 14, 2024
Q3 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
11KNew |
$261K - $275K
|
11K
$305K
|
|
|
Nov 13, 2024
Q3 2024
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
10KNew |
$238K - $250K
|
10K
$278K
|
|
|
Oct 24, 2024
Q3 2024
|
Vima LLC
Troy, MI |
BUY
|
- |
6.91K+ 28.47% |
$164K - $173K
|
31.2K
$866K
|
|
|
Oct 11, 2024
Q3 2024
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
2.06K+ 10.75% |
$48.9K - $51.5K
|
21.2K
$589K
|
|
|
Nov 14, 2024
Q3 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
1.23KNew |
$29.3K - $30.9K
|
1.23K
$34.3K
|
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
871New |
$20.7K - $21.8K
|
871
$24.2K
|
|
| Q2 2024 | |||||||
|
Aug 02, 2024
Q2 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
9.32KNew |
$216K - $227K
|
9.32K
$259K
|
|
|
Aug 06, 2024
Q2 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
3.14KNew |
$72.8K - $76.3K
|
3.14K
$87.1K
|
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
1.38KNew |
$31.9K - $33.5K
|
1.38K
$38.2K
|
|
|
Jul 10, 2024
Q2 2024
|
Albion Financial Group
|
BUY
|
- |
358New |
$8.31K - $8.71K
|
358
$9.95K
|
|
| Q1 2024 | |||||||
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
119K+ 83.25% |
$2.67M - $2.8M
|
261K
$7.26M
|
|
|
May 15, 2024
Q1 2024
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
66.7KNew |
$1.5M - $1.58M
|
66.7K
$1.85M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
21.8K+ 6.37% |
$490K - $515K
|
364K
$10.1M
|
|
|
Apr 24, 2024
Q1 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
15KNew |
$338K - $355K
|
15K
$417K
|
|
|
May 07, 2024
Q1 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
10.9K+ 33.36% |
$244K - $256K
|
43.4K
$1.21M
|
|
|
May 13, 2024
Q1 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
10.3KNew |
$232K - $244K
|
10.3K
$287K
|
|
|
May 06, 2024
Q1 2024
|
Aveo Capital Partners, LLC
|
BUY
|
- |
9.17KNew |
$206K - $217K
|
9.17K
$255K
|
|
|
Apr 25, 2024
Q1 2024
|
Allworth Financial LP
|
BUY
|
- |
1.17KNew |
$26.4K - $27.7K
|
1.17K
$32.6K
|
|
| Q4 2023 | |||||||
|
Feb 14, 2024
Q4 2023
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
25.9KNew |
$536K - $589K
|
25.9K
$720K
|
|