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 27, 2025
Q4 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
24.9K+ 55.46% |
$740K - $767K
|
69.8K
$2.16M
|
|
|
Jan 27, 2025
Q4 2024
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-42.4K- 81.51% |
$1.26M - $1.31M
|
9.61K
$298K
|
|
|
Jan 27, 2025
Q4 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
10.1K+ 7.41% |
$299K - $310K
|
146K
$4.52M
|
|
|
Jan 27, 2025
Q4 2024
|
Money Concepts Capital Corp
|
SELL
|
- |
-328K- 58.98% |
$9.75M - $10.1M
|
228K
$7.07M
|
|
|
Jan 27, 2025
Q4 2024
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-488- 2.66% |
$14.5K - $15K
|
17.8K
$553K
|
|
|
Jan 27, 2025
Q4 2024
|
Lion Street Advisors, LLC
|
BUY
|
- |
1.13K+ 2.26% |
$33.7K - $34.9K
|
51.3K
$1.59M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
44.7K+ 6.84% |
$1.33M - $1.38M
|
698K
$21.6M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-24.8K- 14.57% |
$737K - $764K
|
145K
$4.51M
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
BUY
|
- |
8.69KNew |
$258K - $268K
|
8.69K
$269K
|
|
|
Jan 24, 2025
Q4 2024
|
Financial Futures LTD Liability Co.
|
BUY
|
- |
19.9K+ 9.43% |
$593K - $614K
|
231K
$7.17M
|
|
|
Jan 24, 2025
Q4 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
12.3KNew |
$365K - $378K
|
12.3K
$380K
|
|
|
Jan 24, 2025
Q4 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
5.52K+ 10.46% |
$164K - $170K
|
58.2K
$1.81M
|
|
|
Jan 24, 2025
Q4 2024
|
Adamsbrown Wealth Consultants LLC
|
BUY
|
- |
8.05K+ 109.71% |
$239K - $248K
|
15.4K
$477K
|
|
|
Jan 24, 2025
Q4 2024
|
Magnolia Capital Advisors LLC
Jackson, MS |
SELL
|
- |
-650- 1.24% |
$19.3K - $20K
|
52K
$1.61M
|
|
|
Jan 24, 2025
Q4 2024
|
Catalina Capital Group, LLC
Torrance, CA |
BUY
|
- |
8.06KNew |
$240K - $248K
|
8.06K
$250K
|
|
|
Jan 24, 2025
Q4 2024
|
Holistic Planning, LLC
Nacogdoches, TX |
BUY
|
- |
5.99K+ 57.89% |
$178K - $185K
|
16.3K
$506K
|
|
|
Jan 24, 2025
Q4 2024
|
Wespac Advisors So Cal, LLC
|
SELL
|
- |
-400- 3.85% |
$11.9K - $12.3K
|
10K
$310K
|
|
|
Jan 23, 2025
Q4 2024
|
American Institute For Advanced Investment Management, LLP
|
SELL
|
- |
-400- 1.13% |
$11.9K - $12.3K
|
35K
$1.08M
|
|
|
Jan 23, 2025
Q4 2024
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
SELL
|
- |
-3.34K- 3.61% |
$99.4K - $103K
|
89.2K
$2.77M
|
|
|
Jan 23, 2025
Q4 2024
|
Milestone Asset Management, LLC
Pittsburgh, PA |
SELL
|
- |
-186K- 14.79% |
$5.54M - $5.74M
|
1.07M
$33.3M
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
3.38K+ 0.92% |
$100K - $104K
|
372K
$11.5M
|
|
|
Jan 23, 2025
Q4 2024
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
- |
14.9K+ 10.66% |
$444K - $460K
|
155K
$4.8M
|
|
|
Jan 23, 2025
Q4 2024
|
Masso Torrence Wealth Management Inc.
|
SELL
|
- |
-250- 3.49% |
$7.43K - $7.7K
|
6.91K
$214K
|
|
|
Jan 23, 2025
Q4 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-39.4K- 18.44% |
$1.17M - $1.21M
|
174K
$5.4M
|
|
|
Jan 23, 2025
Q4 2024
|
Calton & Associates, Inc.
|
BUY
|
- |
10.3KNew |
$305K - $316K
|
10.3K
$318K
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Wealth Investment Group, LLC
|
BUY
|
- |
11.2KNew |
$332K - $344K
|
11.2K
$346K
|
|
|
Jan 23, 2025
Q4 2024
|
Five Pine Wealth Management
Coeur D Alene, ID |
BUY
|
- |
123KNew |
$3.66M - $3.79M
|
123K
$3.81M
|
|
|
Jan 23, 2025
Q4 2024
|
N.E.W. Advisory Services LLC
|
SELL
|
- |
-144K- 74.65% |
$4.28M - $4.43M
|
48.9K
$1.52M
|
|
|
Jan 23, 2025
Q4 2024
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-986- 2.8% |
$29.3K - $30.4K
|
34.2K
$1.06M
|
|
|
Jan 23, 2025
Q4 2024
|
Simpli Fi, Inc.
|
SELL
|
- |
-4.15K- 1.08% |
$123K - $128K
|
380K
$11.8M
|
|
|
Jan 23, 2025
Q4 2024
|
Keudell
|
BUY
|
- |
1.68K+ 1.91% |
$49.8K - $51.6K
|
89.6K
$2.78M
|
|
|
Jan 23, 2025
Q4 2024
|
Fsa Advisors, Inc.
Troy, MI |
SELL
|
- |
-959- 2.46% |
$28.5K - $29.5K
|
38K
$1.18M
|
|
|
Jan 22, 2025
Q4 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
56K+ 180.7% |
$1.66M - $1.72M
|
86.9K
$2.69M
|
|
|
Jan 22, 2025
Q4 2024
|
Lighthouse Wealth Management Inc.
Ashland, OH |
BUY
|
- |
15.6KNew |
$465K - $482K
|
15.6K
$485K
|
|
|
Jan 22, 2025
Q4 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-24.2K- 99.9% |
$720K - $746K
|
25
$775
|
|
|
Jan 22, 2025
Q4 2024
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
12.8KNew |
$380K - $394K
|
12.8K
$397K
|
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
207K+ 34.87% |
$6.14M - $6.37M
|
799K
$24.8M
|
|
|
Jan 22, 2025
Q4 2024
|
Falcon Wealth Planning
|
BUY
|
- |
28.4K+ 52.36% |
$843K - $874K
|
82.6K
$2.56M
|
|
|
Jan 22, 2025
Q4 2024
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-46.9K- 69.74% |
$1.39M - $1.44M
|
20.3K
$631K
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-519- 1.34% |
$15.4K - $16K
|
38.2K
$1.18M
|
|
|
Jan 22, 2025
Q4 2024
|
Prospect Financial Services LLC
Melville, NY |
SELL
|
- |
-1.66K- 14.04% |
$49.4K - $51.1K
|
10.2K
$315K
|
|
|
Jan 22, 2025
Q4 2024
|
Nvest Financial, LLC
|
BUY
|
- |
89.9KNew |
$2.67M - $2.77M
|
89.9K
$2.79M
|
|
|
Jan 22, 2025
Q4 2024
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-700- 2.23% |
$20.8K - $21.6K
|
30.7K
$950K
|
|
|
Jan 22, 2025
Q4 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
SELL
|
- |
-383- 0.43% |
$11.4K - $11.8K
|
88.6K
$2.75M
|
|
|
Jan 21, 2025
Q4 2024
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-241- 1.35% |
$7.16K - $7.43K
|
17.7K
$548K
|
|
|
Jan 21, 2025
Q4 2024
|
Encompass More Asset Management
Danville, CA |
BUY
|
- |
19K+ 13.41% |
$566K - $587K
|
161K
$4.99M
|
|
|
Jan 21, 2025
Q4 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
919New |
$27.3K - $28.3K
|
919
$28.5K
|
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
138K+ 21.66% |
$4.1M - $4.25M
|
775K
$24M
|
|
|
Jan 21, 2025
Q4 2024
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
8.56K+ 113.58% |
$254K - $264K
|
16.1K
$499K
|
|
|
Jan 21, 2025
Q4 2024
|
Pcg Wealth Advisors, LLC
|
BUY
|
- |
3K+ 2.41% |
$89.2K - $92.4K
|
128K
$3.96M
|