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 12, 2025
Q4 2024
|
Private Portfolio Partners LLC
|
BUY
|
- |
3.05K+ 29.06% |
$90.6K - $93.9K
|
13.5K
$420K
|
|
|
Feb 12, 2025
Q4 2024
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
38.2K+ 3.27% |
$1.13M - $1.18M
|
1.2M
$37.3M
|
|
|
Feb 12, 2025
Q4 2024
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
11.7KNew |
$347K - $360K
|
11.7K
$362K
|
|
|
Feb 12, 2025
Q4 2024
|
Old Mission Capital LLC
|
SELL
|
- |
-81.7K- 61.79% |
$2.43M - $2.52M
|
50.5K
$1.57M
|
|
|
Feb 11, 2025
Q4 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
127K+ 152.44% |
$3.77M - $3.91M
|
210K
$6.51M
|
|
|
Feb 11, 2025
Q4 2024
|
Runnymede Capital Advisors, Inc.
Dublin, OH |
BUY
|
- |
11.7KNew |
$348K - $361K
|
11.7K
$363K
|
|
|
Feb 11, 2025
Q4 2024
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
33.1K+ 127.81% |
$983K - $1.02M
|
59K
$1.83M
|
|
|
Feb 11, 2025
Q4 2024
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
5.74K+ 32.76% |
$171K - $177K
|
23.3K
$721K
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-361- 66.0% |
$10.7K - $11.1K
|
186
$5.77K
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
1.37M+ 4.04% |
$40.9M - $42.3M
|
35.4M
$1.1B
|
|
|
Feb 11, 2025
Q4 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
324K+ 304.79% |
$9.63M - $9.98M
|
430K
$13.3M
|
|
|
Feb 11, 2025
Q4 2024
|
Pks Advisory Services, LLC
Albany, NY |
BUY
|
- |
79.7KNew |
$2.37M - $2.46M
|
79.7K
$2.47M
|
|
|
Feb 10, 2025
Q4 2024
|
Free Gulliver LLC
New Orleans, LA |
BUY
|
- |
92.9K+ 170.7% |
$2.76M - $2.86M
|
147K
$4.57M
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
105K+ 5.88% |
$3.13M - $3.24M
|
1.89M
$58.7M
|
|
|
Feb 10, 2025
Q4 2024
|
Founders Financial Securities LLC
|
BUY
|
- |
9.45KNew |
$281K - $291K
|
9.45K
$293K
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
1.18M+ 15.98% |
$35.2M - $36.5M
|
8.59M
$266M
|
|
|
Feb 10, 2025
Q4 2024
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
23.5KNew |
$697K - $723K
|
23.5K
$727K
|
|
|
Feb 10, 2025
Q4 2024
|
Valtinson Bruner Financial Planning LLC
|
BUY
|
- |
37K+ 8.36% |
$1.1M - $1.14M
|
479K
$14.8M
|
|
|
Feb 10, 2025
Q4 2024
|
Drake & Associates, LLC
Waukesha, WI |
BUY
|
- |
22K+ 5.76% |
$655K - $679K
|
405K
$12.5M
|
|
|
Feb 10, 2025
Q4 2024
|
Chris Bulman Inc
Roseville, CA |
BUY
|
- |
481+ 0.17% |
$14.3K - $14.8K
|
289K
$8.95M
|
|
|
Feb 10, 2025
Q4 2024
|
Pitti Group Wealth Management, LLC
|
SELL
|
- |
-356K- 85.95% |
$10.6M - $11M
|
58.3K
$1.81M
|
|
|
Feb 10, 2025
Q4 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
1.09K+ 4.38% |
$32.3K - $33.4K
|
25.8K
$801K
|
|
|
Feb 10, 2025
Q4 2024
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
6.63K+ 20.34% |
$197K - $204K
|
39.2K
$1.22M
|
|
|
Feb 10, 2025
Q4 2024
|
Ssi Investment Management LLC
Los Angeles, CA |
BUY
|
- |
12.5K+ 6.9% |
$371K - $385K
|
193K
$6M
|
|
|
Feb 10, 2025
Q4 2024
|
Img Wealth Management, Inc.
Jacksonville, FL |
BUY
|
- |
349KNew |
$10.4M - $10.8M
|
349K
$10.8M
|
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
83.9K+ 20.98% |
$2.5M - $2.59M
|
484K
$15M
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
242K+ 12.32% |
$7.19M - $7.45M
|
2.21M
$68.4M
|
|
|
Feb 07, 2025
Q4 2024
|
Paragon Private Wealth Management, LLC
|
BUY
|
- |
22.8KNew |
$677K - $701K
|
22.8K
$706K
|
|
|
Feb 07, 2025
Q4 2024
|
Slt Holdings LLC
Scottsdale, AZ |
BUY
|
- |
54.1KNew |
$1.61M - $1.67M
|
54.1K
$1.68M
|
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
BUY
|
- |
907+ 2.58% |
$27K - $27.9K
|
36K
$1.12M
|
|
|
Feb 07, 2025
Q4 2024
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
25.1K+ 3.25% |
$746K - $773K
|
797K
$24.7M
|
|
|
Feb 07, 2025
Q4 2024
|
Simplicity Wealth,Llc
|
SELL
|
- |
-11.1K- 13.83% |
$331K - $343K
|
69.4K
$2.15M
|
|
|
Feb 07, 2025
Q4 2024
|
Solitude Financial Services
|
SELL
|
- |
-28.7K- 7.08% |
$854K - $885K
|
377K
$11.7M
|
|
|
Feb 07, 2025
Q4 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-31.4K- 54.84% |
$933K - $967K
|
25.9K
$802K
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-958K- 18.97% |
$28.5M - $29.5M
|
4.1M
$127M
|
|
|
Feb 07, 2025
Q4 2024
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
1.04K+ 7.18% |
$31K - $32.2K
|
15.6K
$483K
|
|
|
Feb 07, 2025
Q4 2024
|
Naviter Wealth, LLC
|
BUY
|
- |
5.39K+ 2.04% |
$160K - $166K
|
270K
$8.36M
|
|
|
Feb 07, 2025
Q4 2024
|
Axis Wealth Partners, LLC
East Providence, RI |
BUY
|
- |
18KNew |
$535K - $554K
|
18K
$558K
|
|
|
Feb 07, 2025
Q4 2024
|
Hexagon Capital Partners LLC
|
BUY
|
- |
631New |
$18.8K - $19.4K
|
631
$19.6K
|
|
|
Feb 07, 2025
Q4 2024
|
Trail Ridge Investment Advisors, LLC
|
BUY
|
- |
245+ 0.24% |
$7.28K - $7.55K
|
103K
$3.18M
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
346KNew |
$10.3M - $10.7M
|
346K
$10.7M
|
|
|
Feb 07, 2025
Q4 2024
|
Capasso Planning Partners LLC
Charleston, SC |
BUY
|
- |
19.1KNew |
$569K - $590K
|
19.1K
$593K
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
22.9K+ 6.37% |
$681K - $706K
|
383K
$11.9M
|
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
2.79K+ 8.95% |
$82.8K - $85.8K
|
33.9K
$1.05M
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
42.5K+ 12.22% |
$1.26M - $1.31M
|
390K
$12.1M
|
|
|
Feb 07, 2025
Q4 2024
|
Pfg Advisors
|
SELL
|
- |
-897- 3.22% |
$26.7K - $27.6K
|
26.9K
$835K
|
|
|
Feb 07, 2025
Q4 2024
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
BUY
|
- |
3.79K+ 25.56% |
$113K - $117K
|
18.6K
$577K
|
|
|
Feb 07, 2025
Q4 2024
|
Prosperity Financial Group, Inc.
San Ramon, CA |
SELL
|
- |
-1.48K- 16.45% |
$43.9K - $45.4K
|
7.49K
$232K
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
1.51M+ 14587.29% |
$44.8M - $46.5M
|
1.52M
$47.1M
|
|
|
Feb 07, 2025
Q4 2024
|
Tower Wealth Partners, Inc.
Lewisburg, PA |
SELL
|
- |
-23.3K- 6.29% |
$694K - $719K
|
348K
$10.8M
|