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 |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
6.36K+ 4.65% |
$189K - $196K
|
143K
$4.44M
|
|
|
Feb 13, 2025
Q4 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-16.7K- 6.78% |
$496K - $514K
|
230K
$7.12M
|
|
|
Feb 13, 2025
Q4 2024
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
133+ 0.09% |
$3.95K - $4.1K
|
149K
$4.61M
|
|
|
Feb 13, 2025
Q4 2024
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
26.6K+ 156.23% |
$790K - $818K
|
43.6K
$1.35M
|
|
|
Feb 13, 2025
Q4 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-1.48K- 9.39% |
$44.1K - $45.7K
|
14.3K
$444K
|
|
|
Feb 13, 2025
Q4 2024
|
Concorde Asset Management, LLC
|
SELL
|
- |
-66.9K- 19.07% |
$1.99M - $2.06M
|
284K
$8.8M
|
|
|
Feb 13, 2025
Q4 2024
|
Integrity Financial Corp
|
SELL
|
- |
-3.82K- 3.17% |
$113K - $118K
|
117K
$3.61M
|
|
|
Feb 13, 2025
Q4 2024
|
Tradition Wealth Management, LLC
|
BUY
|
- |
48.3K+ 4.09% |
$1.44M - $1.49M
|
1.23M
$38.1M
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
69.2K+ 53.61% |
$2.06M - $2.13M
|
198K
$6.14M
|
|
|
Feb 13, 2025
Q4 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
1.77K+ 14.95% |
$52.6K - $54.5K
|
13.6K
$422K
|
|
|
Feb 13, 2025
Q4 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
137K+ 108.41% |
$4.06M - $4.21M
|
263K
$8.15M
|
|
|
Feb 13, 2025
Q4 2024
|
Concentrum Wealth Management
|
BUY
|
- |
11.9KNew |
$353K - $366K
|
11.9K
$368K
|
|
|
Feb 13, 2025
Q4 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-6.54K- 19.94% |
$194K - $201K
|
26.2K
$814K
|
|
|
Feb 13, 2025
Q4 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
18.4K+ 6.7% |
$546K - $566K
|
293K
$9.07M
|
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
445K+ 52.69% |
$13.2M - $13.7M
|
1.29M
$40M
|
|
|
Feb 13, 2025
Q4 2024
|
Legacy Investment Solutions, LLC
Meridian, ID |
BUY
|
- |
26.6K+ 156.23% |
$790K - $818K
|
43.6K
$1.35M
|
|
|
Feb 13, 2025
Q4 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
445K+ 93.57% |
$13.2M - $13.7M
|
922K
$28.6M
|
|
|
Feb 13, 2025
Q4 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
SELL
|
- |
-281K- 54.09% |
$8.36M - $8.67M
|
239K
$7.4M
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
1.95M+ 23.56% |
$58.1M - $60.2M
|
10.2M
$318M
|
|
|
Feb 13, 2025
Q4 2024
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-16.4K- 62.17% |
$486K - $504K
|
9.95K
$308K
|
|
|
Feb 13, 2025
Q4 2024
|
Frederick Financial Consultants, LLC
Frederick, MD |
BUY
|
- |
270KNew |
$8.03M - $8.33M
|
270K
$8.38M
|
|
|
Feb 13, 2025
Q4 2024
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
60New |
$1.78K - $1.85K
|
60
$1.86K
|
|
|
Feb 13, 2025
Q4 2024
|
Mach 1 Financial Group, LLC
Bentonville, AR |
SELL
|
- |
-271K- 92.8% |
$8.07M - $8.36M
|
21K
$652K
|
|
|
Feb 13, 2025
Q4 2024
|
Defined Financial Planning LLC
San Rafael, CA |
BUY
|
- |
93.2KNew |
$2.77M - $2.87M
|
93.2K
$2.89M
|
|
|
Feb 13, 2025
Q4 2024
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
39.7KNew |
$1.18M - $1.22M
|
39.7K
$1.23M
|
|
|
Feb 13, 2025
Q4 2024
|
Solano Wealth Investment Advisors LLC
Fairfield, CA |
BUY
|
- |
509KNew |
$15.1M - $15.7M
|
509K
$15.8M
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
296K+ 17.8% |
$8.79M - $9.11M
|
1.96M
$60.6M
|
|
|
Feb 13, 2025
Q4 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
46.9K+ 26.54% |
$1.39M - $1.44M
|
223K
$6.93M
|
|
|
Feb 13, 2025
Q4 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
85.9K+ 84.89% |
$2.55M - $2.65M
|
187K
$5.8M
|
|
|
Feb 13, 2025
Q4 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
19.7K+ 22.38% |
$586K - $608K
|
108K
$3.34M
|
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
127K+ 4.43% |
$3.78M - $3.91M
|
3M
$92.9M
|
|
|
Feb 12, 2025
Q4 2024
|
Bullseye Investment Management, LLC
|
BUY
|
- |
30.3KNew |
$901K - $933K
|
30.3K
$939K
|
|
|
Feb 12, 2025
Q4 2024
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
6.92K+ 99.07% |
$206K - $213K
|
13.9K
$431K
|
|
|
Feb 12, 2025
Q4 2024
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
4.23K+ 22.02% |
$126K - $130K
|
23.4K
$726K
|
|
|
Feb 12, 2025
Q4 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-250- 1.72% |
$7.43K - $7.7K
|
14.3K
$444K
|
|
|
Feb 12, 2025
Q4 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
8.82K+ 179.23% |
$262K - $272K
|
13.7K
$426K
|
|
|
Feb 12, 2025
Q4 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
75.7K+ 15.74% |
$2.25M - $2.33M
|
556K
$17.3M
|
|
|
Feb 12, 2025
Q4 2024
|
Maridea Wealth Management LLC
Brooklyn, NY |
BUY
|
- |
79.2KNew |
$2.35M - $2.44M
|
79.2K
$2.45M
|
|
|
Feb 12, 2025
Q4 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-66.2K- 55.97% |
$1.97M - $2.04M
|
52K
$1.61M
|
|
|
Feb 12, 2025
Q4 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
115+ 2.97% |
$3.42K - $3.54K
|
3.98K
$123K
|
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
1.3K+ 6.29% |
$38.6K - $40.1K
|
22K
$681K
|
|
|
Feb 12, 2025
Q4 2024
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
BUY
|
- |
19.4KNew |
$577K - $598K
|
19.4K
$602K
|
|
|
Feb 12, 2025
Q4 2024
|
Stone X Group Inc.
|
BUY
|
- |
31.3K+ 4.39% |
$929K - $963K
|
743K
$23M
|
|
|
Feb 12, 2025
Q4 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
5.56K+ 6.15% |
$165K - $171K
|
95.9K
$2.97M
|
|
|
Feb 12, 2025
Q4 2024
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
3.86K+ 56.94% |
$115K - $119K
|
10.6K
$330K
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
426K+ 6.82% |
$12.7M - $13.1M
|
6.67M
$207M
|
|
|
Feb 12, 2025
Q4 2024
|
Wedbush Securities Inc
|
BUY
|
- |
2.9K+ 2.38% |
$86.2K - $89.4K
|
125K
$3.87M
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-2.03K- 99.02% |
$60.3K - $62.5K
|
20
$620
|
|
|
Feb 12, 2025
Q4 2024
|
Forge Financial Services LLC
Edmond, OK |
BUY
|
- |
6.85KNew |
$204K - $211K
|
6.85K
$212K
|
|
|
Feb 12, 2025
Q4 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-245- 11.84% |
$7.28K - $7.55K
|
1.83K
$56.6K
|