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 |
|---|---|---|---|---|---|---|---|
|
Jan 22, 2025
Q4 2024
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-1.8K- 16.36% |
$54.1K - $57.6K
|
9.2K
$296K
|
|
|
Jan 22, 2025
Q4 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
SELL
|
- |
-1.3K- 3.49% |
$39.1K - $41.6K
|
36K
$1.16M
|
|
|
Jan 22, 2025
Q4 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-205- 1.03% |
$6.16K - $6.56K
|
19.6K
$633K
|
|
|
Jan 21, 2025
Q4 2024
|
Midwest Financial Group LLC
Overland Park, KS |
SELL
|
- |
-323- 0.52% |
$9.7K - $10.3K
|
62.1K
$2M
|
|
|
Jan 21, 2025
Q4 2024
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
2.55K+ 10.07% |
$76.6K - $81.6K
|
27.9K
$898K
|
|
|
Jan 21, 2025
Q4 2024
|
Pcg Wealth Advisors, LLC
|
BUY
|
- |
2.31K+ 11.29% |
$69.4K - $73.9K
|
22.8K
$733K
|
|
|
Jan 21, 2025
Q4 2024
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
6.51KNew |
$196K - $208K
|
6.51K
$210K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
93KNew |
$2.79M - $2.98M
|
93K
$2.99M
|
|
|
Jan 21, 2025
Q4 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
38.6K+ 53.12% |
$1.16M - $1.24M
|
111K
$3.58M
|
|
|
Jan 16, 2025
Q4 2024
|
River Tree Advisors, LLC
Winter Park, FL |
SELL
|
- |
-37.1K- 14.01% |
$1.12M - $1.19M
|
228K
$7.34M
|
|
|
Jan 16, 2025
Q4 2024
|
Focus Wealth Advisors, LLC
|
BUY
|
- |
6.41K+ 3.86% |
$193K - $205K
|
172K
$5.55M
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-835- 7.49% |
$25.1K - $26.7K
|
10.3K
$332K
|
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
SELL
|
- |
-11.4K- 40.96% |
$342K - $365K
|
16.4K
$529K
|
|
|
Jan 15, 2025
Q4 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-28.1K- 99.94% |
$844K - $899K
|
16
$515
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
1.06K+ 2.13% |
$31.9K - $34K
|
50.9K
$1.64M
|
|
|
Jan 14, 2025
Q4 2024
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-1.04K- 13.32% |
$31.2K - $33.3K
|
6.77K
$218K
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
2.06K+ 24.69% |
$62K - $66K
|
10.4K
$335K
|
|
|
Jan 13, 2025
Q4 2024
|
Heritage Wealth Partners, LLC
Dublin, OH |
SELL
|
- |
-370- 4.8% |
$11.1K - $11.8K
|
7.34K
$236K
|
|
|
Jan 13, 2025
Q4 2024
|
Capital Cs Group, LLC
|
SELL
|
- |
-27.7K- 23.68% |
$831K - $886K
|
89.2K
$2.87M
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
BUY
|
- |
9.1KNew |
$273K - $291K
|
9.1K
$293K
|
|
|
Jan 13, 2025
Q4 2024
|
Cooper Financial Group
|
BUY
|
- |
35.3K+ 121.06% |
$1.06M - $1.13M
|
64.5K
$2.08M
|
|
|
Jan 10, 2025
Q4 2024
|
Hbw Advisory Services LLC
|
BUY
|
- |
903+ 2.42% |
$27.1K - $28.9K
|
38.2K
$1.23M
|
|
| Q3 2024 | |||||||
|
Feb 04, 2025
Q3 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
6.79KNew |
$191K - $206K
|
6.79K
$219K
|
|
|
Dec 13, 2024
Q3 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-8.15K- 32.19% |
$229K - $248K
|
17.2K
$553K
|
|
|
Dec 09, 2024
Q3 2024
|
Copley Financial Group, Inc.
San Diego, CA |
BUY
|
- |
1.95KNew |
$54.6K - $59.1K
|
1.95K
$62.6K
|
|
|
Nov 14, 2024
Q3 2024
|
Tradition Wealth Management, LLC
|
BUY
|
- |
1.17K+ 4.83% |
$32.9K - $35.6K
|
25.4K
$819K
|
|
|
Nov 12, 2024
Q3 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
7.35K+ 34.09% |
$206K - $223K
|
28.9K
$931K
|
|
|
Nov 08, 2024
Q3 2024
|
Private Portfolio Partners LLC
|
SELL
|
- |
-200- 2.21% |
$5.62K - $6.08K
|
8.86K
$285K
|
|
|
Oct 31, 2024
Q3 2024
|
Diligent Investors, LLC
|
BUY
|
- |
1K+ 14.39% |
$28.1K - $30.4K
|
7.95K
$256K
|
|
|
Oct 24, 2024
Q3 2024
|
Vima LLC
Troy, MI |
BUY
|
- |
12K+ 46.23% |
$337K - $365K
|
37.9K
$1.22M
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
2.88K+ 26.04% |
$80.8K - $87.4K
|
13.9K
$448K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
16.9KNew |
$476K - $515K
|
16.9K
$546K
|
|
|
Oct 11, 2024
Q3 2024
|
Vital Stone Financial, LLC
Shavano Park, TX |
SELL
|
- |
-9.72K- 25.75% |
$273K - $296K
|
28K
$903K
|
|
| Q2 2024 | |||||||
|
Jan 15, 2025
Q2 2024
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
SELL
|
- |
-2.53K- 12.88% |
$69.1K - $75.1K
|
17.1K
$551K
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
235New |
$6.42K - $6.97K
|
235
$7.57K
|
|
|
Aug 13, 2024
Q2 2024
|
Fischer Investment Strategies, LLC
Westlake Village, CA |
SELL
|
- |
-149K- 28.68% |
$4.07M - $4.43M
|
371K
$11.9M
|
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
BUY
|
- |
9.9K+ 1070.16% |
$270K - $294K
|
10.8K
$349K
|
|
|
Aug 06, 2024
Q2 2024
|
Chris Bulman Inc
Roseville, CA |
BUY
|
- |
4.73KNew |
$129K - $140K
|
4.73K
$152K
|
|
|
Jul 22, 2024
Q2 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
290+ 1.79% |
$7.92K - $8.6K
|
16.5K
$531K
|
|
|
Jul 16, 2024
Q2 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
674+ 11.46% |
$18.4K - $20K
|
6.55K
$211K
|
|
|
Jul 11, 2024
Q2 2024
|
Worth Asset Management, LLC
|
SELL
|
- |
-440- 5.46% |
$12K - $13.1K
|
7.63K
$246K
|
|
| Q1 2024 | |||||||
|
Sep 11, 2024
Q1 2024
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
18.5KNew |
$491K - $524K
|
18.5K
$595K
|
|
|
May 16, 2024
Q1 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
9.54KNew |
$254K - $271K
|
9.54K
$307K
|
|
|
May 14, 2024
Q1 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
1.3KNew |
$34.6K - $36.9K
|
1.3K
$41.9K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
43.2K+ 138.25% |
$1.15M - $1.23M
|
74.5K
$2.4M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
256KNew |
$6.82M - $7.27M
|
256K
$8.25M
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
202+ 5.53% |
$5.37K - $5.73K
|
3.85K
$124K
|
|
|
Apr 30, 2024
Q1 2024
|
Retirement Group, LLC
|
BUY
|
- |
5.55KNew |
$148K - $157K
|
5.55K
$179K
|
|
| Q4 2023 | |||||||
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
302K+ 45.83% |
$7.43M - $8.18M
|
960K
$30.9M
|
|
|
Feb 09, 2024
Q4 2023
|
Covestor LTD
Boston, MA |
BUY
|
- |
119+ 46.67% |
$2.93K - $3.23K
|
374
$12K
|
|