Purchases and Sales Made in Q4 2025 in First Tr Exc Trd Fd Viii Ft Cb (BUFD)
This table provides information about the institutional ownership of First Tr Exc Trd Fd Viii Ft Cb (BUFD) during Q4 2025. The information is specifically focused on institutions that hold shares of FIRST TR EXC-TRD FD VIII FT CB.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 09, 2026
Q4 2025
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
52.2K+ 6.94% |
$1.43M - $1.46M
|
804K
$22.3M
|
|
|
Jan 14, 2026
Q4 2025
|
Edge Rock Capital LLC
|
BUY
|
- |
27.5KNew |
$754K - $769K
|
27.5K
$765K
|
|
|
Jan 15, 2026
Q4 2025
|
Brookstone Capital Management
|
BUY
|
- |
20.3K+ 2.55% |
$558K - $568K
|
819K
$22.8M
|
|
|
Jan 14, 2026
Q4 2025
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
14.7K+ 0.8% |
$402K - $410K
|
1.86M
$51.6M
|
|
|
Jan 08, 2026
Q4 2025
|
Maridea Wealth Management LLC
Brooklyn, NY |
BUY
|
- |
14.4K+ 29.85% |
$395K - $403K
|
62.7K
$1.74M
|
|
|
Jan 12, 2026
Q4 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
13.6KNew |
$373K - $380K
|
13.6K
$378K
|
|
|
Jan 08, 2026
Q4 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
10.6K+ 57.34% |
$289K - $295K
|
29K
$805K
|
|
|
Jan 13, 2026
Q4 2025
|
Adamsbrown Wealth Consultants LLC
|
BUY
|
- |
8.49K+ 77.56% |
$233K - $237K
|
19.4K
$540K
|
|
|
Jan 13, 2026
Q4 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
4.15K+ 34.79% |
$114K - $116K
|
16.1K
$446K
|
|
|
Jan 14, 2026
Q4 2025
|
Chris Bulman Inc
Roseville, CA |
BUY
|
- |
3.98K+ 33.9% |
$109K - $111K
|
15.7K
$437K
|
|
|
Jan 07, 2026
Q4 2025
|
Precedent Wealth Partners, LLC
Houston, TX |
BUY
|
- |
3.56K+ 3.81% |
$97.7K - $99.5K
|
97.2K
$2.7M
|
|
|
Jan 14, 2026
Q4 2025
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-169- 0.91% |
$4.63K - $4.72K
|
18.5K
$513K
|
|
|
Jan 12, 2026
Q4 2025
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-1.45K- 6.63% |
$39.7K - $40.5K
|
20.4K
$567K
|
|
|
Jan 07, 2026
Q4 2025
|
Cooper Financial Group
|
SELL
|
- |
-2.16K- 12.04% |
$59.2K - $60.3K
|
15.8K
$439K
|
|
|
Jan 15, 2026
Q4 2025
|
Santori & Peters, Inc.
|
SELL
|
- |
-16.1K- 4.16% |
$441K - $450K
|
371K
$10.3M
|
|