Latest Institutional Transactions on First Tr Ex Td Viii Ft Cboe Ve (BUFR)
This table provides information on the latest institutional transactions involving First Tr Ex Td Viii Ft Cboe Ve (BUFR) 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 12, 2026
Q4 2025
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-15.8K- 12.1% |
$521K - $534K
|
114K
$3.85M
|
|
|
Jan 09, 2026
Q4 2025
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-65.7K- 36.81% |
$2.17M - $2.22M
|
113K
$3.79M
|
|
|
Jan 08, 2026
Q4 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
145K+ 4.05% |
$4.79M - $4.91M
|
3.72M
$125M
|
|
|
Jan 08, 2026
Q4 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-41.1K- 22.11% |
$1.36M - $1.39M
|
145K
$4.87M
|
|
|
Jan 08, 2026
Q4 2025
|
Focus Wealth Advisors, LLC
|
BUY
|
- |
1.55K+ 0.87% |
$51.1K - $52.4K
|
180K
$6.05M
|
|
|
Jan 08, 2026
Q4 2025
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
26K+ 3.0% |
$860K - $881K
|
895K
$30.1M
|
|
|
Jan 08, 2026
Q4 2025
|
Maridea Wealth Management LLC
Brooklyn, NY |
BUY
|
- |
26.7K+ 20.03% |
$884K - $906K
|
160K
$5.39M
|
|
|
Jan 08, 2026
Q4 2025
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-4.53K- 28.31% |
$150K - $154K
|
11.5K
$386K
|
|
|
Jan 07, 2026
Q4 2025
|
Cooper Financial Group
|
BUY
|
- |
12.1K+ 2.57% |
$399K - $409K
|
482K
$16.2M
|
|
|
Jan 07, 2026
Q4 2025
|
Lake Street Financial LLC
|
BUY
|
- |
244+ 1.4% |
$8.06K - $8.26K
|
17.6K
$592K
|
|
|
Jan 07, 2026
Q4 2025
|
True Wealth Advisors, LLC
|
BUY
|
- |
7.5K+ 18.43% |
$248K - $254K
|
48.2K
$1.62M
|
|
|
Jan 07, 2026
Q4 2025
|
Winebrenner Capital Management LLC
Louisville, KY |
SELL
|
- |
-400- 2.43% |
$13.2K - $13.5K
|
16.1K
$540K
|
|
|
Jan 07, 2026
Q4 2025
|
Wespac Advisors So Cal, LLC
|
BUY
|
- |
592+ 9.87% |
$19.6K - $20.1K
|
6.59K
$221K
|
|
|
Jan 07, 2026
Q4 2025
|
Precedent Wealth Partners, LLC
Houston, TX |
SELL
|
- |
-1.79K- 3.5% |
$59.2K - $60.7K
|
49.4K
$1.66M
|
|
|
Jan 06, 2026
Q4 2025
|
Rda Financial Network
|
SELL
|
- |
-23.6K- 70.6% |
$780K - $800K
|
9.83K
$330K
|
|
|
Jan 06, 2026
Q4 2025
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
286KNew |
$9.44M - $9.67M
|
286K
$9.6M
|
|
|
Jan 06, 2026
Q4 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-60- 0.64% |
$1.98K - $2.03K
|
9.33K
$314K
|
|
|
Jan 06, 2026
Q4 2025
|
Canal Capital Management, LLC
|
SELL
|
- |
-175- 1.78% |
$5.78K - $5.93K
|
9.67K
$325K
|
|
|
Jan 05, 2026
Q4 2025
|
Foguth Wealth Management, Llc.
Brighton, MI |
SELL
|
- |
-2.14K- 21.61% |
$70.9K - $72.6K
|
7.78K
$261K
|
|
|
Jan 05, 2026
Q4 2025
|
Goal Vest Advisory LLC
|
BUY
|
- |
1.67KNew |
$55.1K - $56.5K
|
1.67K
$56K
|
|
|
Jan 05, 2026
Q4 2025
|
Holos Integrated Wealth LLC
Kennett Square, PA |
BUY
|
- |
81+ 0.01% |
$2.68K - $2.74K
|
590K
$19.8M
|
|
|
Jan 05, 2026
Q4 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
1.52K+ 1.59% |
$50.3K - $51.6K
|
97.2K
$3.27M
|
|
|
Jan 05, 2026
Q4 2025
|
Noble Wealth Management Pbc
Greenwood Village, CO |
SELL
|
- |
-13.5K- 9.72% |
$447K - $458K
|
126K
$4.22M
|
|
| Q3 2025 | |||||||
|
Jan 06, 2026
Q3 2025
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-65.2K- 9.13% |
$2.07M - $2.18M
|
649K
$21.8M
|
|
|
Jan 06, 2026
Q3 2025
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
14.8K+ 57.78% |
$470K - $495K
|
40.4K
$1.36M
|
|
|
Dec 02, 2025
Q3 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
6.81K+ 8.71% |
$217K - $228K
|
85K
$2.86M
|
|
|
Nov 24, 2025
Q3 2025
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
660New |
$21K - $22.1K
|
660
$22.2K
|
|
|
Nov 21, 2025
Q3 2025
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
7.47KNew |
$237K - $250K
|
7.47K
$251K
|
|
|
Nov 20, 2025
Q3 2025
|
Centaurus Financial, Inc.
|
BUY
|
- |
13.2K+ 5.65% |
$420K - $441K
|
247K
$8.3M
|
|
|
Nov 19, 2025
Q3 2025
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
6.79KNew |
$216K - $227K
|
6.79K
$228K
|
|
|
Nov 19, 2025
Q3 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
6.28K+ 14.97% |
$200K - $210K
|
48.2K
$1.62M
|
|
|
Nov 18, 2025
Q3 2025
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
SELL
|
- |
-11- 0.03% |
$350 - $368
|
43.9K
$1.48M
|
|
|
Nov 18, 2025
Q3 2025
|
Advisory Services Network, LLC
|
SELL
|
- |
-1.3K- 6.16% |
$41.3K - $43.4K
|
19.8K
$665K
|
|
|
Nov 17, 2025
Q3 2025
|
Harvest Investment Services, LLC
|
SELL
|
- |
-11.8K- 11.07% |
$375K - $394K
|
94.7K
$3.18M
|
|
|
Nov 17, 2025
Q3 2025
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
761+ 2.87% |
$24.2K - $25.4K
|
27.3K
$918K
|
|
|
Nov 17, 2025
Q3 2025
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-6.15K- 4.91% |
$196K - $206K
|
119K
$4.01M
|
|
|
Nov 17, 2025
Q3 2025
|
Equity Wealth Partners, LLC
Independence, MO |
BUY
|
- |
16.7KNew |
$530K - $557K
|
16.7K
$561K
|
|
|
Nov 17, 2025
Q3 2025
|
Keystone Financial Group
|
SELL
|
- |
-5.25K- 4.33% |
$167K - $175K
|
116K
$3.9M
|
|
|
Nov 14, 2025
Q3 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-232- 4.82% |
$7.38K - $7.75K
|
4.58K
$154K
|
|
|
Nov 14, 2025
Q3 2025
|
Northeast Planning Associates, Inc. / Nh /
Bedford, NH |
BUY
|
- |
27.4K+ 40.18% |
$871K - $916K
|
95.6K
$3.21M
|
|
|
Nov 14, 2025
Q3 2025
|
Frederick Financial Consultants, LLC
Frederick, MD |
BUY
|
- |
10K+ 3.55% |
$319K - $335K
|
292K
$9.82M
|
|
|
Nov 14, 2025
Q3 2025
|
Hfg Wealth Management, LLC
The Woodlands, TX |
SELL
|
- |
-3.69K- 1.95% |
$117K - $123K
|
186K
$6.24M
|
|
|
Nov 14, 2025
Q3 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-3.26K- 3.66% |
$104K - $109K
|
85.8K
$2.88M
|
|
|
Nov 14, 2025
Q3 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
854K+ 2081.25% |
$27.1M - $28.5M
|
895K
$30.1M
|
|
|
Nov 14, 2025
Q3 2025
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
9.42K+ 2.68% |
$299K - $315K
|
362K
$12.2M
|
|
|
Nov 14, 2025
Q3 2025
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
366K+ 106.16% |
$11.6M - $12.2M
|
710K
$23.9M
|
|
|
Nov 14, 2025
Q3 2025
|
Maripau Wealth Management LLC
Fort Wayne, IN |
BUY
|
- |
3.41K+ 39.04% |
$109K - $114K
|
12.2K
$409K
|
|
|
Nov 14, 2025
Q3 2025
|
Stone X Group Inc.
|
SELL
|
- |
-6.2K- 0.81% |
$197K - $207K
|
761K
$25.6M
|
|
|
Nov 14, 2025
Q3 2025
|
Larson Financial Group LLC
|
BUY
|
- |
2.99K+ 7.97% |
$95.1K - $99.9K
|
40.5K
$1.36M
|
|
|
Nov 14, 2025
Q3 2025
|
Concorde Asset Management, LLC
|
BUY
|
- |
178K+ 759.8% |
$5.65M - $5.94M
|
201K
$6.76M
|
|