Latest Institutional Transactions on First Tr Ex Tr Fd Viii Ft Cboe (BUFQ)
This table provides information on the latest institutional transactions involving First Tr Ex Tr Fd Viii Ft Cboe (BUFQ) 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 |
|---|---|---|---|---|---|---|---|
|
Feb 10, 2025
Q4 2024
|
Img Wealth Management, Inc.
Jacksonville, FL |
BUY
|
- |
209KNew |
$6.27M - $6.68M
|
209K
$6.72M
|
|
|
Feb 10, 2025
Q4 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
1.59K+ 7.54% |
$47.7K - $50.8K
|
22.6K
$729K
|
|
|
Feb 10, 2025
Q4 2024
|
Pitti Group Wealth Management, LLC
|
BUY
|
- |
134KNew |
$4.03M - $4.29M
|
134K
$4.32M
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-2.86K- 0.49% |
$86K - $91.6K
|
586K
$18.9M
|
|
|
Feb 07, 2025
Q4 2024
|
Slt Holdings LLC
Scottsdale, AZ |
BUY
|
- |
8.56KNew |
$257K - $274K
|
8.56K
$276K
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
625KNew |
$18.8M - $20M
|
625K
$20.1M
|
|
|
Feb 07, 2025
Q4 2024
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
BUY
|
- |
1.69K+ 7.7% |
$50.9K - $54.2K
|
23.7K
$763K
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
5.73K+ 57.25% |
$172K - $183K
|
15.7K
$506K
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
99.6KNew |
$2.99M - $3.19M
|
99.6K
$3.21M
|
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
365+ 3.07% |
$11K - $11.7K
|
12.3K
$395K
|
|
|
Feb 06, 2025
Q4 2024
|
Keystone Wealth Services, LLC
|
BUY
|
- |
10.1KNew |
$304K - $324K
|
10.1K
$326K
|
|
|
Feb 05, 2025
Q4 2024
|
Ergawealth Advisors, Inc.
Oak Brook, IL |
BUY
|
- |
33.7K+ 17.97% |
$1.01M - $1.08M
|
221K
$7.12M
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
BUY
|
- |
6.51K+ 292.4% |
$195K - $208K
|
8.73K
$281K
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
BUY
|
- |
365New |
$11K - $11.7K
|
365
$11.8K
|
|
|
Feb 04, 2025
Q4 2024
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-12.1K- 8.77% |
$365K - $389K
|
126K
$4.07M
|
|
|
Feb 04, 2025
Q4 2024
|
Prasad Wealth Partners, LLC
Independence, OH |
BUY
|
- |
60KNew |
$1.8M - $1.92M
|
60K
$1.93M
|
|
|
Feb 04, 2025
Q4 2024
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
SELL
|
- |
-588- 0.59% |
$17.7K - $18.8K
|
98.8K
$3.18M
|
|
|
Feb 04, 2025
Q4 2024
|
Kovack Advisors, Inc.
|
BUY
|
- |
2.94K+ 6.72% |
$88.3K - $94.1K
|
46.7K
$1.5M
|
|
|
Feb 04, 2025
Q4 2024
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
1.42KNew |
$42.7K - $45.5K
|
1.42K
$45.8K
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
6.04K+ 7.27% |
$181K - $193K
|
89.1K
$2.87M
|
|
|
Feb 03, 2025
Q4 2024
|
Matauro, LLC
New York, NY |
BUY
|
- |
11.1KNew |
$333K - $355K
|
11.1K
$357K
|
|
|
Feb 03, 2025
Q4 2024
|
Lane & Associates LLC
Moorestown, NJ |
BUY
|
- |
13.7KNew |
$411K - $438K
|
13.7K
$440K
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
SELL
|
- |
-4.33K- 5.09% |
$130K - $138K
|
80.7K
$2.6M
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
9.3K+ 11.63% |
$279K - $298K
|
89.3K
$2.88M
|
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
286New |
$8.59K - $9.15K
|
286
$9.21K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
1.61K+ 298.89% |
$48.5K - $51.7K
|
2.15K
$69.4K
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
7.55K+ 7.69% |
$227K - $242K
|
106K
$3.4M
|
|
|
Jan 31, 2025
Q4 2024
|
Good Life Advisors, LLC
|
SELL
|
- |
-637K- 51.59% |
$19.1M - $20.4M
|
598K
$19.2M
|
|
|
Jan 31, 2025
Q4 2024
|
Signature Securities Group Corporation
|
BUY
|
- |
7.64K+ 19.42% |
$230K - $245K
|
47K
$1.51M
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
1.58K+ 152.12% |
$47.5K - $50.6K
|
2.62K
$84.4K
|
|
|
Jan 29, 2025
Q4 2024
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
8.34K+ 170.92% |
$251K - $267K
|
13.2K
$426K
|
|
|
Jan 29, 2025
Q4 2024
|
Financial Guidance Group, Inc.
|
BUY
|
- |
7.84K+ 10.94% |
$235K - $251K
|
79.5K
$2.56M
|
|
|
Jan 29, 2025
Q4 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-7.04K- 2.25% |
$211K - $225K
|
305K
$9.83M
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
91.8KNew |
$2.76M - $2.94M
|
91.8K
$2.96M
|
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-8.82K- 29.46% |
$265K - $282K
|
21.1K
$680K
|
|
|
Jan 28, 2025
Q4 2024
|
Advisory Resource Group
|
BUY
|
- |
18.7KNew |
$562K - $599K
|
18.7K
$603K
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-510- 0.63% |
$15.3K - $16.3K
|
80.7K
$2.6M
|
|
|
Jan 27, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
70.8KNew |
$2.13M - $2.27M
|
70.8K
$2.28M
|
|
|
Jan 27, 2025
Q4 2024
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
44.3K+ 10.66% |
$1.33M - $1.42M
|
460K
$14.8M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
58.3K+ 19.78% |
$1.75M - $1.87M
|
353K
$11.4M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
2.23K+ 9.04% |
$66.9K - $71.3K
|
26.8K
$864K
|
|
|
Jan 24, 2025
Q4 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
133+ 1.22% |
$4K - $4.26K
|
11K
$355K
|
|
|
Jan 24, 2025
Q4 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
10KNew |
$302K - $322K
|
10K
$323K
|
|
|
Jan 23, 2025
Q4 2024
|
Hartford Financial Management Inc.
|
BUY
|
- |
2.56KNew |
$77K - $82.1K
|
2.56K
$82.6K
|
|
|
Jan 23, 2025
Q4 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-48.4K- 98.31% |
$1.45M - $1.55M
|
833
$26.8K
|
|
|
Jan 23, 2025
Q4 2024
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
- |
25K+ 40.78% |
$751K - $800K
|
86.3K
$2.78M
|
|
|
Jan 22, 2025
Q4 2024
|
Prospect Financial Services LLC
Melville, NY |
SELL
|
- |
-250- 3.4% |
$7.51K - $8K
|
7.11K
$229K
|
|
|
Jan 22, 2025
Q4 2024
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
3New |
$90.1 - $96
|
3
$96.6
|
|
|
Jan 22, 2025
Q4 2024
|
Prism Advisors, Inc.
|
BUY
|
- |
4.15K+ 2.05% |
$125K - $133K
|
207K
$6.67M
|
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
12.8KNew |
$383K - $409K
|
12.8K
$411K
|