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 03, 2025
Q3 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
310New |
$9.85K - $10.4K
|
310
$10.4K
|
|
|
Nov 03, 2025
Q3 2025
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
136KNew |
$4.33M - $4.56M
|
136K
$4.58M
|
|
|
Nov 03, 2025
Q3 2025
|
Paragon Private Wealth Management, LLC
|
SELL
|
- |
-51- 0.21% |
$1.62K - $1.7K
|
24.7K
$830K
|
|
|
Nov 03, 2025
Q3 2025
|
American Institute For Advanced Investment Management, LLP
|
SELL
|
- |
-4.75K- 15.39% |
$151K - $159K
|
26.1K
$878K
|
|
|
Nov 03, 2025
Q3 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
27.1K+ 11.45% |
$862K - $906K
|
264K
$8.87M
|
|
|
Nov 03, 2025
Q3 2025
|
Howard Capital Management Inc.
|
BUY
|
- |
284K+ 53.89% |
$9.04M - $9.51M
|
812K
$27.3M
|
|
|
Nov 03, 2025
Q3 2025
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
936+ 1.79% |
$29.8K - $31.3K
|
53.1K
$1.78M
|
|
|
Nov 03, 2025
Q3 2025
|
River Tree Advisors, LLC
Winter Park, FL |
SELL
|
- |
-5.22K- 2.6% |
$166K - $174K
|
196K
$6.59M
|
|
|
Nov 03, 2025
Q3 2025
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-13K- 50.0% |
$414K - $435K
|
13K
$438K
|
|
|
Nov 03, 2025
Q3 2025
|
Truist Financial Corp
|
BUY
|
- |
56.6K+ 2.59% |
$1.8M - $1.89M
|
2.24M
$75.2M
|
|
|
Nov 03, 2025
Q3 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
4.35K+ 5.41% |
$138K - $145K
|
84.6K
$2.85M
|
|
|
Oct 31, 2025
Q3 2025
|
Pmg Wealth Management, Inc.
Hawthorn Woods, IL |
BUY
|
- |
10.2K+ 4.15% |
$325K - $342K
|
257K
$8.64M
|
|
|
Oct 31, 2025
Q3 2025
|
Ewa, LLC
Pittsbugh, PA |
BUY
|
- |
12.9KNew |
$410K - $431K
|
12.9K
$434K
|
|
|
Oct 31, 2025
Q3 2025
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-6.15K- 5.42% |
$195K - $205K
|
107K
$3.61M
|
|
|
Oct 31, 2025
Q3 2025
|
Fsb Premier Wealth Management, Inc.
|
SELL
|
- |
-6.3K- 22.62% |
$200K - $210K
|
21.5K
$724K
|
|
|
Oct 31, 2025
Q3 2025
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
17.3KNew |
$549K - $577K
|
17.3K
$581K
|
|
|
Oct 31, 2025
Q3 2025
|
Richardson Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
180New |
$5.72K - $6.02K
|
180
$6.05K
|
|
|
Oct 31, 2025
Q3 2025
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-52.1K- 33.44% |
$1.66M - $1.74M
|
104K
$3.49M
|
|
|
Oct 31, 2025
Q3 2025
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
29.3KNew |
$931K - $978K
|
29.3K
$984K
|
|
|
Oct 31, 2025
Q3 2025
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
7.97K+ 21.11% |
$253K - $266K
|
45.7K
$1.54M
|
|
|
Oct 31, 2025
Q3 2025
|
Belpointe Asset Management LLC
|
SELL
|
- |
-2.22K- 10.36% |
$70.5K - $74.1K
|
19.2K
$645K
|
|
|
Oct 30, 2025
Q3 2025
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
15+ 0.11% |
$477 - $501
|
13.1K
$439K
|
|
|
Oct 30, 2025
Q3 2025
|
Andina Capital Management, LLC
Lehi, UT |
BUY
|
- |
90.5K+ 83.16% |
$2.88M - $3.02M
|
199K
$6.7M
|
|
|
Oct 30, 2025
Q3 2025
|
Simplicity Wealth,Llc
|
SELL
|
- |
-19.1K- 18.97% |
$607K - $638K
|
81.6K
$2.74M
|
|
|
Oct 30, 2025
Q3 2025
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
7.76K+ 3.09% |
$247K - $259K
|
258K
$8.69M
|
|
|
Oct 30, 2025
Q3 2025
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
925K+ 1691.44% |
$29.4M - $30.9M
|
979K
$32.9M
|
|
|
Oct 30, 2025
Q3 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
18.2K+ 10.39% |
$578K - $608K
|
193K
$6.5M
|
|
|
Oct 29, 2025
Q3 2025
|
Element Wealth, LLC
|
BUY
|
- |
449+ 1.44% |
$14.3K - $15K
|
31.5K
$1.06M
|
|
|
Oct 29, 2025
Q3 2025
|
Rovin Capital
|
SELL
|
- |
-478- 0.08% |
$15.2K - $16K
|
631K
$21.2M
|
|
|
Oct 29, 2025
Q3 2025
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
1.45K+ 3.48% |
$46K - $48.3K
|
43K
$1.45M
|
|
|
Oct 29, 2025
Q3 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
23.2K+ 14.75% |
$736K - $774K
|
180K
$6.06M
|
|
|
Oct 29, 2025
Q3 2025
|
Cascade Investment Group, Inc.
Colorado Springs, CO |
BUY
|
- |
5.61K+ 57.92% |
$178K - $187K
|
15.3K
$514K
|
|
|
Oct 28, 2025
Q3 2025
|
Wolff Wiese Magana LLC
|
BUY
|
- |
37.9K+ 1407.32% |
$1.2M - $1.27M
|
40.6K
$1.36M
|
|
|
Oct 28, 2025
Q3 2025
|
Edge Rock Capital LLC
|
BUY
|
- |
20.5KNew |
$652K - $685K
|
20.5K
$689K
|
|
|
Oct 28, 2025
Q3 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
8.5K+ 25.73% |
$270K - $284K
|
41.5K
$1.4M
|
|
|
Oct 28, 2025
Q3 2025
|
Ssi Investment Management LLC
Los Angeles, CA |
BUY
|
- |
1.05K+ 0.37% |
$33.5K - $35.2K
|
289K
$9.73M
|
|
|
Oct 28, 2025
Q3 2025
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
1.94K+ 7.39% |
$61.7K - $64.9K
|
28.2K
$949K
|
|
|
Oct 27, 2025
Q3 2025
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
15.4K+ 141.27% |
$491K - $516K
|
26.4K
$886K
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-10.7K- 0.99% |
$340K - $358K
|
1.07M
$36.1M
|
|
|
Oct 27, 2025
Q3 2025
|
Financial Futures LTD Liability Co.
|
BUY
|
- |
10.3K+ 4.4% |
$327K - $344K
|
244K
$8.21M
|
|
|
Oct 27, 2025
Q3 2025
|
Financial Network Wealth Advisors LLC
Murray, UT |
SELL
|
- |
-9.04K- 2.88% |
$287K - $302K
|
305K
$10.2M
|
|
|
Oct 27, 2025
Q3 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-42.7K- 16.15% |
$1.36M - $1.43M
|
222K
$7.46M
|
|
|
Oct 27, 2025
Q3 2025
|
Wealth Plan Investment Management, LLC
Omaha, NE |
SELL
|
- |
-1.49K- 0.23% |
$47.2K - $49.7K
|
649K
$21.8M
|
|
|
Oct 27, 2025
Q3 2025
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
SELL
|
- |
-3.55K- 1.66% |
$113K - $118K
|
210K
$7.07M
|
|
|
Oct 27, 2025
Q3 2025
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
6.05K+ 1.44% |
$192K - $202K
|
427K
$14.4M
|
|
|
Oct 27, 2025
Q3 2025
|
Lvz, Inc.
|
BUY
|
- |
3.06K+ 12.6% |
$97.2K - $102K
|
27.3K
$918K
|
|
|
Oct 27, 2025
Q3 2025
|
Cooper Capital Advisors LLC
Encinitas, CA |
BUY
|
- |
3.62K+ 0.93% |
$115K - $121K
|
391K
$13.2M
|
|
|
Oct 27, 2025
Q3 2025
|
Stephens Inc
|
SELL
|
- |
-3.7K- 5.21% |
$118K - $124K
|
67.3K
$2.26M
|
|
|
Oct 27, 2025
Q3 2025
|
Well Done, LLC
|
BUY
|
- |
6KNew |
$191K - $201K
|
6K
$202K
|
|
|
Oct 24, 2025
Q3 2025
|
Purus Wealth Management, LLC
|
SELL
|
- |
-635- 1.19% |
$20.2K - $21.2K
|
52.8K
$1.77M
|
|