Latest Institutional Purchases of First Tr Ex Tr Fd Viii Ft Cboe (BUFQ)
This list provides information on the latest institutional transactions involving First Tr Ex Tr Fd Viii Ft Cboe (BUFQ) 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 |
---|---|---|---|---|---|---|---|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
625KNew |
$18.8M - $20M
|
625K
$20.1M
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
450K+ 6.79% |
$13.5M - $14.4M
|
7.08M
$228M
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
266K+ 32.58% |
$7.98M - $8.5M
|
1.08M
$34.8M
|
|
Feb 10, 2025
Q4 2024
|
Img Wealth Management, Inc.
Jacksonville, FL |
BUY
|
- |
209KNew |
$6.27M - $6.68M
|
209K
$6.72M
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
163K+ 19.05% |
$4.88M - $5.2M
|
1.02M
$32.7M
|
|
Feb 10, 2025
Q4 2024
|
Pitti Group Wealth Management, LLC
|
BUY
|
- |
134KNew |
$4.03M - $4.29M
|
134K
$4.32M
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
99.6KNew |
$2.99M - $3.19M
|
99.6K
$3.21M
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
93KNew |
$2.79M - $2.98M
|
93K
$2.99M
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
91.8KNew |
$2.76M - $2.94M
|
91.8K
$2.96M
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
85.7K+ 26.67% |
$2.58M - $2.74M
|
407K
$13.1M
|
|
Feb 14, 2025
Q4 2024
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
BUY
|
- |
76.1KNew |
$2.29M - $2.44M
|
76.1K
$2.45M
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
73.1K+ 9.19% |
$2.2M - $2.34M
|
869K
$28M
|
|
Jan 27, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
70.8KNew |
$2.13M - $2.27M
|
70.8K
$2.28M
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
67.7K+ 14.8% |
$2.03M - $2.17M
|
525K
$16.9M
|
|
Feb 04, 2025
Q4 2024
|
Prasad Wealth Partners, LLC
Independence, OH |
BUY
|
- |
60KNew |
$1.8M - $1.92M
|
60K
$1.93M
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
58.3K+ 19.78% |
$1.75M - $1.87M
|
353K
$11.4M
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
51.8K+ 18.71% |
$1.56M - $1.66M
|
329K
$10.6M
|
|
Jan 27, 2025
Q4 2024
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
44.3K+ 10.66% |
$1.33M - $1.42M
|
460K
$14.8M
|
|
Jan 21, 2025
Q4 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
38.6K+ 53.12% |
$1.16M - $1.24M
|
111K
$3.58M
|
|
Feb 12, 2025
Q4 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
37.7K+ 14.53% |
$1.13M - $1.21M
|
297K
$9.56M
|
|
Feb 12, 2025
Q4 2024
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
36K+ 3.27% |
$1.08M - $1.15M
|
1.13M
$36.5M
|
|
Jan 13, 2025
Q4 2024
|
Cooper Financial Group
|
BUY
|
- |
35.3K+ 121.06% |
$1.06M - $1.13M
|
64.5K
$2.08M
|
|
Feb 05, 2025
Q4 2024
|
Ergawealth Advisors, Inc.
Oak Brook, IL |
BUY
|
- |
33.7K+ 17.97% |
$1.01M - $1.08M
|
221K
$7.12M
|
|
Feb 14, 2025
Q4 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
31K+ 17.54% |
$932K - $993K
|
208K
$6.69M
|
|
Feb 12, 2025
Q4 2024
|
Bullseye Investment Management, LLC
|
BUY
|
- |
27.5KNew |
$827K - $881K
|
27.5K
$887K
|
|
Feb 13, 2025
Q4 2024
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
25.6K+ 131.08% |
$769K - $820K
|
45.1K
$1.45M
|
|
Feb 13, 2025
Q4 2024
|
Legacy Investment Solutions, LLC
Meridian, ID |
BUY
|
- |
25.6K+ 131.08% |
$769K - $820K
|
45.1K
$1.45M
|
|
Jan 23, 2025
Q4 2024
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
- |
25K+ 40.78% |
$751K - $800K
|
86.3K
$2.78M
|
|
Feb 10, 2025
Q4 2024
|
Valtinson Bruner Financial Planning LLC
|
BUY
|
- |
24.7K+ 8.93% |
$742K - $791K
|
301K
$9.7M
|
|
Feb 12, 2025
Q4 2024
|
Old Mission Capital LLC
|
BUY
|
- |
22.8K+ 199.47% |
$685K - $730K
|
34.2K
$1.1M
|
|
Feb 12, 2025
Q4 2024
|
Maridea Wealth Management LLC
Brooklyn, NY |
BUY
|
- |
19KNew |
$570K - $607K
|
19K
$611K
|
|
Jan 28, 2025
Q4 2024
|
Advisory Resource Group
|
BUY
|
- |
18.7KNew |
$562K - $599K
|
18.7K
$603K
|
|
Feb 13, 2025
Q4 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
17.5KNew |
$527K - $561K
|
17.5K
$564K
|
|
Feb 14, 2025
Q4 2024
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
16.4KNew |
$493K - $525K
|
16.4K
$529K
|
|
Feb 11, 2025
Q4 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
14K+ 22.03% |
$421K - $449K
|
77.6K
$2.5M
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
14KNew |
$420K - $447K
|
14K
$450K
|
|
Feb 03, 2025
Q4 2024
|
Lane & Associates LLC
Moorestown, NJ |
BUY
|
- |
13.7KNew |
$411K - $438K
|
13.7K
$440K
|
|
Feb 14, 2025
Q4 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
13.1K+ 17.22% |
$394K - $420K
|
89.4K
$2.88M
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
12.8KNew |
$383K - $409K
|
12.8K
$411K
|
|
Feb 14, 2025
Q4 2024
|
Harvest Investment Services, LLC
|
BUY
|
- |
11.4K+ 160.87% |
$344K - $366K
|
18.6K
$598K
|
|
Feb 12, 2025
Q4 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
11.3K+ 39.38% |
$340K - $362K
|
40K
$1.29M
|
|
Feb 03, 2025
Q4 2024
|
Matauro, LLC
New York, NY |
BUY
|
- |
11.1KNew |
$333K - $355K
|
11.1K
$357K
|
|
Feb 06, 2025
Q4 2024
|
Keystone Wealth Services, LLC
|
BUY
|
- |
10.1KNew |
$304K - $324K
|
10.1K
$326K
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
10.1K+ 2.73% |
$302K - $322K
|
378K
$12.2M
|
|
Jan 24, 2025
Q4 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
10KNew |
$302K - $322K
|
10K
$323K
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
9.3K+ 11.63% |
$279K - $298K
|
89.3K
$2.88M
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
BUY
|
- |
9.1KNew |
$273K - $291K
|
9.1K
$293K
|
|
Feb 14, 2025
Q4 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
8.97K+ 588.58% |
$269K - $287K
|
10.5K
$338K
|
|
Feb 07, 2025
Q4 2024
|
Slt Holdings LLC
Scottsdale, AZ |
BUY
|
- |
8.56KNew |
$257K - $274K
|
8.56K
$276K
|
|
Jan 29, 2025
Q4 2024
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
8.34K+ 170.92% |
$251K - $267K
|
13.2K
$426K
|