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 21, 2025
Q4 2024
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
65KNew |
$1.93M - $2M
|
65K
$2.01M
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
9.26K+ 8.24% |
$275K - $285K
|
122K
$3.77M
|
|
Jan 21, 2025
Q4 2024
|
Andina Capital Management, LLC
Lehi, UT |
SELL
|
- |
-71.3K- 34.98% |
$2.12M - $2.2M
|
132K
$4.11M
|
|
Jan 21, 2025
Q4 2024
|
Echo Wealth Management, LLC
|
BUY
|
- |
3.32K+ 41.97% |
$98.6K - $102K
|
11.2K
$348K
|
|
Jan 21, 2025
Q4 2024
|
Precedent Wealth Partners, LLC
Houston, TX |
BUY
|
- |
6.57K+ 20.24% |
$195K - $202K
|
39K
$1.21M
|
|
Jan 21, 2025
Q4 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
97.3K+ 50.93% |
$2.89M - $3M
|
288K
$8.94M
|
|
Jan 21, 2025
Q4 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-2.57K- 1.25% |
$76.3K - $79.1K
|
203K
$6.29M
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-378K- 21.52% |
$11.2M - $11.6M
|
1.38M
$42.8M
|
|
Jan 17, 2025
Q4 2024
|
Independent Wealth Network Inc.
|
BUY
|
- |
8.07K+ 23.79% |
$240K - $248K
|
42K
$1.3M
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
12K+ 26.22% |
$357K - $370K
|
57.8K
$1.79M
|
|
Jan 17, 2025
Q4 2024
|
Madrona Financial Services, LLC
|
BUY
|
- |
158K+ 119.06% |
$4.69M - $4.86M
|
290K
$8.99M
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
327+ 6.9% |
$9.72K - $10.1K
|
5.07K
$157K
|
|
Jan 17, 2025
Q4 2024
|
New Century Financial Group, LLC
Princeton, NJ |
SELL
|
- |
-2.82K- 8.22% |
$83.8K - $86.9K
|
31.5K
$976K
|
|
Jan 17, 2025
Q4 2024
|
Secure Asset Management, LLC
|
BUY
|
- |
8.78KNew |
$261K - $271K
|
8.78K
$272K
|
|
Jan 17, 2025
Q4 2024
|
Apeiron Ria LLC
|
BUY
|
- |
355+ 2.91% |
$10.6K - $10.9K
|
12.6K
$389K
|
|
Jan 17, 2025
Q4 2024
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
BUY
|
- |
559KNew |
$16.6M - $17.2M
|
559K
$17.3M
|
|
Jan 17, 2025
Q4 2024
|
Seros Financial, LLC
Tempe, AZ |
BUY
|
- |
173KNew |
$5.14M - $5.33M
|
173K
$5.36M
|
|
Jan 17, 2025
Q4 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
2.38K+ 6.11% |
$70.6K - $73.2K
|
41.3K
$1.28M
|
|
Jan 16, 2025
Q4 2024
|
Cambridge Advisors Inc.
|
BUY
|
- |
8.53K+ 6.5% |
$254K - $263K
|
140K
$4.33M
|
|
Jan 16, 2025
Q4 2024
|
River Tree Advisors, LLC
Winter Park, FL |
SELL
|
- |
-4.63K- 1.47% |
$138K - $143K
|
311K
$9.63M
|
|
Jan 16, 2025
Q4 2024
|
Focus Wealth Advisors, LLC
|
BUY
|
- |
6.53K+ 3.82% |
$194K - $201K
|
178K
$5.5M
|
|
Jan 16, 2025
Q4 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
2.43K+ 5.35% |
$72.3K - $75K
|
47.9K
$1.49M
|
|
Jan 16, 2025
Q4 2024
|
Purus Wealth Management, LLC
|
SELL
|
- |
-163K- 75.14% |
$4.86M - $5.03M
|
54K
$1.68M
|
|
Jan 16, 2025
Q4 2024
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
139K+ 13.78% |
$4.13M - $4.28M
|
1.15M
$35.6M
|
|
Jan 16, 2025
Q4 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
81.3KNew |
$2.42M - $2.5M
|
81.3K
$2.52M
|
|
Jan 16, 2025
Q4 2024
|
Davies Financial Advisors, Inc.
Murrieta, CA |
SELL
|
- |
-136- 1.29% |
$4.04K - $4.19K
|
10.4K
$323K
|
|
Jan 15, 2025
Q4 2024
|
Rda Financial Network
|
BUY
|
- |
1.98K+ 3.93% |
$58.9K - $61K
|
52.4K
$1.62M
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-103K- 51.76% |
$3.06M - $3.17M
|
95.8K
$2.97M
|
|
Jan 15, 2025
Q4 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-50.3K- 55.41% |
$1.5M - $1.55M
|
40.5K
$1.26M
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
5.36K+ 12.43% |
$159K - $165K
|
48.5K
$1.5M
|
|
Jan 15, 2025
Q4 2024
|
True Wealth Advisors, LLC
|
BUY
|
- |
360+ 1.24% |
$10.7K - $11.1K
|
29.4K
$913K
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
SELL
|
- |
-6.19K- 4.8% |
$184K - $191K
|
123K
$3.81M
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
34.6K+ 15.57% |
$1.03M - $1.07M
|
257K
$7.97M
|
|
Jan 14, 2025
Q4 2024
|
Accurate Wealth Management, LLC
|
BUY
|
- |
1.2K+ 15.29% |
$35.5K - $36.8K
|
9.01K
$279K
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
SELL
|
- |
-3.55K- 7.76% |
$106K - $109K
|
42.2K
$1.31M
|
|
Jan 14, 2025
Q4 2024
|
Wolff Wiese Magana LLC
|
BUY
|
- |
601+ 33.65% |
$17.9K - $18.5K
|
2.39K
$74K
|
|
Jan 14, 2025
Q4 2024
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
1.07K+ 40.7% |
$31.7K - $32.8K
|
3.68K
$114K
|
|
Jan 14, 2025
Q4 2024
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
2.26K+ 10.85% |
$67.3K - $69.7K
|
23.1K
$717K
|
|
Jan 14, 2025
Q4 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
381New |
$11.3K - $11.7K
|
381
$11.8K
|
|
Jan 14, 2025
Q4 2024
|
Rovin Capital
|
BUY
|
- |
577K+ 867.81% |
$17.1M - $17.8M
|
643K
$19.9M
|
|
Jan 13, 2025
Q4 2024
|
Heritage Wealth Partners, LLC
Dublin, OH |
SELL
|
- |
-370- 4.56% |
$11K - $11.4K
|
7.75K
$240K
|
|
Jan 13, 2025
Q4 2024
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
6.7K+ 28.49% |
$199K - $207K
|
30.2K
$937K
|
|
Jan 13, 2025
Q4 2024
|
Tsfg, LLC
|
SELL
|
- |
-17.1K- 10.85% |
$508K - $527K
|
141K
$4.36M
|
|
Jan 13, 2025
Q4 2024
|
Cooper Financial Group
|
BUY
|
- |
180K+ 71.25% |
$5.34M - $5.53M
|
432K
$13.4M
|
|
Jan 13, 2025
Q4 2024
|
Hfg Wealth Management, LLC
The Woodlands, TX |
SELL
|
- |
-11.6K- 5.4% |
$346K - $359K
|
204K
$6.32M
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
BUY
|
- |
99K+ 8.53% |
$2.94M - $3.05M
|
1.26M
$39M
|
|
Jan 13, 2025
Q4 2024
|
Ewg Elevate Inc.
|
BUY
|
- |
1.1K+ 4.84% |
$32.6K - $33.7K
|
23.7K
$735K
|
|
Jan 13, 2025
Q4 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
3.31K+ 7.65% |
$98.3K - $102K
|
46.6K
$1.44M
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-160K- 98.9% |
$4.75M - $4.92M
|
1.78K
$55.1K
|
|
Jan 13, 2025
Q4 2024
|
Psi Advisors, LLC
|
BUY
|
- |
23K+ 5.96% |
$685K - $710K
|
409K
$12.7M
|