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 |
|---|---|---|---|---|---|---|---|
|
Nov 12, 2025
Q3 2025
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
50+ 0.35% |
$1.59K - $1.67K
|
14.4K
$485K
|
|
|
Nov 12, 2025
Q3 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
21.5K+ 4065.15% |
$682K - $717K
|
22K
$739K
|
|
|
Nov 12, 2025
Q3 2025
|
Cibc Bancorp Usa Inc.
Chicago, IL |
BUY
|
- |
7.47KNew |
$237K - $250K
|
7.47K
$251K
|
|
|
Nov 12, 2025
Q3 2025
|
Psi Advisors, LLC
|
BUY
|
- |
537KNew |
$17.1M - $17.9M
|
537K
$18M
|
|
|
Nov 12, 2025
Q3 2025
|
Fsa Advisors, Inc.
Troy, MI |
BUY
|
- |
771+ 2.3% |
$24.5K - $25.8K
|
34.2K
$1.15M
|
|
|
Nov 12, 2025
Q3 2025
|
Symphony Financial Services, Inc.
Akron, OH |
BUY
|
- |
4.52K+ 1.04% |
$144K - $151K
|
440K
$14.8M
|
|
|
Nov 12, 2025
Q3 2025
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-129K- 7.53% |
$4.1M - $4.31M
|
1.58M
$53.2M
|
|
|
Nov 12, 2025
Q3 2025
|
Capasso Planning Partners LLC
Charleston, SC |
BUY
|
- |
60.1K+ 89.04% |
$1.91M - $2.01M
|
128K
$4.29M
|
|
|
Nov 12, 2025
Q3 2025
|
Brinker Capital Investments, LLC
|
BUY
|
- |
2.29K+ 3.1% |
$72.7K - $76.4K
|
76K
$2.55M
|
|
|
Nov 12, 2025
Q3 2025
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
558+ 0.59% |
$17.7K - $18.6K
|
95.1K
$3.2M
|
|
|
Nov 10, 2025
Q3 2025
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
10K+ 2.26% |
$319K - $335K
|
454K
$15.3M
|
|
|
Nov 10, 2025
Q3 2025
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
70.6K+ 66.22% |
$2.25M - $2.36M
|
177K
$5.96M
|
|
|
Nov 10, 2025
Q3 2025
|
Private Advisory Group LLC
Redmond, WA |
SELL
|
- |
-3.97K- 11.85% |
$126K - $133K
|
29.5K
$993K
|
|
|
Nov 10, 2025
Q3 2025
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
2.39K+ 6.04% |
$76.1K - $80K
|
42K
$1.41M
|
|
|
Nov 10, 2025
Q3 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
4.48K+ 1.19% |
$142K - $150K
|
380K
$12.8M
|
|
|
Nov 10, 2025
Q3 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
4.23K+ 3.95% |
$135K - $141K
|
111K
$3.75M
|
|
|
Nov 10, 2025
Q3 2025
|
Novem Group
Rochester, NY |
BUY
|
- |
540+ 1.09% |
$17.2K - $18K
|
50K
$1.68M
|
|
|
Nov 10, 2025
Q3 2025
|
Advyzon Investment Management, LLC
Lisle, IL |
SELL
|
- |
-251- 3.64% |
$7.98K - $8.39K
|
6.65K
$223K
|
|
|
Nov 10, 2025
Q3 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
1.9K+ 67.29% |
$60.3K - $63.4K
|
4.72K
$159K
|
|
|
Nov 10, 2025
Q3 2025
|
Michels Family Financial, LLC
Fort Worth, TX |
BUY
|
- |
1.07K+ 6.62% |
$34.1K - $35.8K
|
17.3K
$581K
|
|
|
Nov 10, 2025
Q3 2025
|
Concentrum Wealth Management
|
BUY
|
- |
9.58K+ 59.88% |
$304K - $320K
|
25.6K
$859K
|
|
|
Nov 10, 2025
Q3 2025
|
Signature Securities Group Corporation
|
SELL
|
- |
-58.5K- 67.8% |
$1.86M - $1.96M
|
27.8K
$934K
|
|
|
Nov 10, 2025
Q3 2025
|
Forge Financial Services LLC
Edmond, OK |
SELL
|
- |
-3.26K- 11.35% |
$103K - $109K
|
25.4K
$855K
|
|
|
Nov 10, 2025
Q3 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
9.03K+ 4.87% |
$287K - $302K
|
194K
$6.53M
|
|
|
Nov 10, 2025
Q3 2025
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-10.8K- 25.83% |
$344K - $362K
|
31.1K
$1.04M
|
|
|
Nov 10, 2025
Q3 2025
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
11.5KNew |
$364K - $383K
|
11.5K
$385K
|
|
|
Nov 10, 2025
Q3 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
7.71KNew |
$245K - $258K
|
7.71K
$259K
|
|
|
Nov 10, 2025
Q3 2025
|
Mai Capital Management
|
BUY
|
- |
7.25K+ 12.81% |
$230K - $242K
|
63.8K
$2.15M
|
|
|
Nov 10, 2025
Q3 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
310+ 0.84% |
$9.85K - $10.4K
|
37.2K
$1.25M
|
|
|
Nov 10, 2025
Q3 2025
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
2.31K+ 5.65% |
$73.4K - $77.2K
|
43.2K
$1.45M
|
|
|
Nov 07, 2025
Q3 2025
|
Calton & Associates, Inc.
|
BUY
|
- |
6.24K+ 6.9% |
$198K - $209K
|
96.7K
$3.25M
|
|
|
Nov 07, 2025
Q3 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-299K- 66.46% |
$9.5M - $9.99M
|
151K
$5.07M
|
|
|
Nov 07, 2025
Q3 2025
|
Tower Wealth Partners, Inc.
Lewisburg, PA |
SELL
|
- |
-1.28K- 0.36% |
$40.6K - $42.7K
|
350K
$11.8M
|
|
|
Nov 07, 2025
Q3 2025
|
Uniting Wealth Partners, LLC
Mission, KS |
BUY
|
- |
363KNew |
$11.5M - $12.1M
|
363K
$12.2M
|
|
|
Nov 07, 2025
Q3 2025
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
144K+ 57.64% |
$4.57M - $4.8M
|
393K
$13.2M
|
|
|
Nov 07, 2025
Q3 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-293- 0.25% |
$9.31K - $9.79K
|
115K
$3.87M
|
|
|
Nov 07, 2025
Q3 2025
|
Jacobi Capital Management LLC
|
BUY
|
- |
4.75K+ 2.32% |
$151K - $159K
|
210K
$7.05M
|
|
|
Nov 07, 2025
Q3 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-1.44K- 19.34% |
$45.7K - $48.1K
|
6K
$202K
|
|
|
Nov 07, 2025
Q3 2025
|
Kovack Advisors, Inc.
|
SELL
|
- |
-29.8K- 25.66% |
$946K - $994K
|
86.2K
$2.9M
|
|
|
Nov 07, 2025
Q3 2025
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
332+ 1.52% |
$10.6K - $11.1K
|
22.1K
$744K
|
|
|
Nov 07, 2025
Q3 2025
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
9.07K+ 4.68% |
$288K - $303K
|
203K
$6.82M
|
|
|
Nov 07, 2025
Q3 2025
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
24.5KNew |
$779K - $819K
|
24.5K
$824K
|
|
|
Nov 07, 2025
Q3 2025
|
Essex Financial Services, Inc.
|
SELL
|
- |
-35- 0.1% |
$1.11K - $1.17K
|
35.9K
$1.21M
|
|
|
Nov 06, 2025
Q3 2025
|
Drake & Associates, LLC
Waukesha, WI |
SELL
|
- |
-239K- 90.08% |
$7.61M - $8M
|
26.4K
$886K
|
|
|
Nov 06, 2025
Q3 2025
|
Onyx Bridge Wealth Group LLC
|
SELL
|
- |
-521- 0.46% |
$16.6K - $17.4K
|
114K
$3.83M
|
|
|
Nov 06, 2025
Q3 2025
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
4.61K+ 6.34% |
$147K - $154K
|
77.3K
$2.6M
|
|
|
Nov 06, 2025
Q3 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-37.4K- 6.92% |
$1.19M - $1.25M
|
503K
$16.9M
|
|
|
Nov 06, 2025
Q3 2025
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
2.98K+ 1.99% |
$94.7K - $99.6K
|
153K
$5.13M
|
|
|
Nov 06, 2025
Q3 2025
|
Bridge Port Financial Solutions, LLC
Fairfield, IA |
BUY
|
- |
10.5K+ 14.04% |
$333K - $350K
|
85K
$2.86M
|
|
|
Nov 06, 2025
Q3 2025
|
Integrity Financial Corp
|
SELL
|
- |
-11.5K- 18.17% |
$367K - $386K
|
52K
$1.75M
|
|