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 13, 2025
Q4 2024
|
Columbia Advisory Partners LLC
|
SELL
|
- |
-161K- 75.4% |
$4.8M - $4.97M
|
52.7K
$1.63M
|
|
|
Jan 13, 2025
Q4 2024
|
Ignite Planners, LLC
|
BUY
|
- |
38.5K+ 6.9% |
$1.14M - $1.19M
|
596K
$18.5M
|
|
|
Jan 13, 2025
Q4 2024
|
Capital Cs Group, LLC
|
BUY
|
- |
9.37K+ 6.41% |
$278K - $289K
|
156K
$4.82M
|
|
|
Jan 13, 2025
Q4 2024
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
1.15K+ 3.51% |
$34.2K - $35.4K
|
33.8K
$1.05M
|
|
|
Jan 13, 2025
Q4 2024
|
Gsg Advisors LLC
Mount Laurel, NJ |
BUY
|
- |
6.96KNew |
$207K - $214K
|
6.96K
$216K
|
|
|
Jan 13, 2025
Q4 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
SELL
|
- |
-615- 4.55% |
$18.3K - $18.9K
|
12.9K
$400K
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
565+ 0.03% |
$16.8K - $17.4K
|
2.04M
$63.2M
|
|
|
Jan 10, 2025
Q4 2024
|
Hbw Advisory Services LLC
|
BUY
|
- |
27.4K+ 9.82% |
$814K - $844K
|
306K
$9.49M
|
|
|
Jan 08, 2025
Q4 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
SELL
|
- |
-170- 23.91% |
$5.05K - $5.24K
|
541
$16.8K
|
|
|
Jan 08, 2025
Q4 2024
|
First Hawaiian Bank
|
BUY
|
- |
12.5K+ 14.79% |
$373K - $386K
|
97.2K
$3.01M
|
|
|
Jan 08, 2025
Q4 2024
|
Worth Asset Management, LLC
|
BUY
|
- |
250+ 2.86% |
$7.43K - $7.7K
|
8.98K
$278K
|
|
|
Jan 08, 2025
Q4 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
27.6KNew |
$821K - $851K
|
27.6K
$856K
|
|
| Q3 2024 | |||||||
|
Feb 19, 2025
Q3 2024
|
Keystone Financial Group
|
SELL
|
- |
-218K- 85.64% |
$6.12M - $6.51M
|
36.5K
$1.13M
|
|
|
Dec 13, 2024
Q3 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
14.6K+ 16.3% |
$411K - $437K
|
104K
$3.24M
|
|
|
Dec 12, 2024
Q3 2024
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
BUY
|
- |
1.7K+ 10.84% |
$47.8K - $50.8K
|
17.4K
$539K
|
|
|
Nov 15, 2024
Q3 2024
|
Gg Group Ventures, LLC
Orlando, FL |
BUY
|
- |
6.75KNew |
$190K - $202K
|
6.75K
$209K
|
|
|
Nov 14, 2024
Q3 2024
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
27KNew |
$759K - $807K
|
27K
$837K
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-4.46K- 82.2% |
$125K - $133K
|
965
$29.9K
|
|
|
Nov 14, 2024
Q3 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
2.47K+ 751.06% |
$69.4K - $73.9K
|
2.8K
$86.8K
|
|
|
Nov 13, 2024
Q3 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
38KNew |
$1.07M - $1.14M
|
38K
$1.18M
|
|
|
Nov 12, 2024
Q3 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
41.1K+ 121.55% |
$1.15M - $1.23M
|
74.8K
$2.32M
|
|
|
Nov 12, 2024
Q3 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
76.8K+ 13.82% |
$2.16M - $2.29M
|
632K
$19.6M
|
|
|
Nov 12, 2024
Q3 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
452New |
$12.7K - $13.5K
|
452
$14K
|
|
|
Nov 12, 2024
Q3 2024
|
Gentry Private Wealth, LLC
Wichita, KS |
SELL
|
- |
-1.12K- 12.76% |
$31.5K - $33.5K
|
7.67K
$238K
|
|
|
Nov 12, 2024
Q3 2024
|
Centaurus Financial, Inc.
|
SELL
|
- |
-5.73K- 1.91% |
$161K - $171K
|
294K
$9.12M
|
|
|
Nov 08, 2024
Q3 2024
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
3.9KNew |
$110K - $117K
|
3.9K
$121K
|
|
|
Nov 06, 2024
Q3 2024
|
Goal Vest Advisory LLC
|
BUY
|
- |
141New |
$3.96K - $4.21K
|
141
$4.37K
|
|
|
Nov 06, 2024
Q3 2024
|
Peterson Financial Group, Inc.
|
BUY
|
- |
6.32KNew |
$178K - $189K
|
6.32K
$196K
|
|
|
Nov 06, 2024
Q3 2024
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-1K- 41.36% |
$28.1K - $29.9K
|
1.42K
$44K
|
|
|
Nov 05, 2024
Q3 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-375- 1.81% |
$10.5K - $11.2K
|
20.4K
$632K
|
|
|
Nov 05, 2024
Q3 2024
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
BUY
|
- |
119New |
$3.34K - $3.56K
|
119
$3.69K
|
|
|
Nov 04, 2024
Q3 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
1.95KNew |
$54.8K - $58.3K
|
1.95K
$60.5K
|
|
|
Oct 31, 2024
Q3 2024
|
Able Financial Group, LLC
Scottsdale, AZ |
BUY
|
- |
16.5K+ 5.08% |
$465K - $494K
|
342K
$10.6M
|
|
|
Oct 28, 2024
Q3 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
1KNew |
$28.1K - $29.9K
|
1K
$31K
|
|
|
Oct 25, 2024
Q3 2024
|
Cutter & CO Brokerage, Inc.
|
BUY
|
- |
6.79KNew |
$191K - $203K
|
6.79K
$210K
|
|
|
Oct 24, 2024
Q3 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-6.68K- 3.98% |
$188K - $200K
|
161K
$4.99M
|
|
|
Oct 24, 2024
Q3 2024
|
Vima LLC
Troy, MI |
SELL
|
- |
-2.78K- 4.55% |
$78.1K - $83.1K
|
58.4K
$1.81M
|
|
|
Oct 23, 2024
Q3 2024
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
7.55KNew |
$212K - $226K
|
7.55K
$234K
|
|
|
Oct 22, 2024
Q3 2024
|
Macroview Investment Management LLC
|
BUY
|
- |
1.36K+ 90.78% |
$38.2K - $40.6K
|
2.85K
$88.5K
|
|
|
Oct 21, 2024
Q3 2024
|
Aifg Consultants Ltd.
Halfmoon, NY |
SELL
|
- |
-70.2K- 69.25% |
$1.97M - $2.1M
|
31.2K
$967K
|
|
|
Oct 21, 2024
Q3 2024
|
Kickstand Ventures, Llc.
Pittsford, NY |
BUY
|
- |
275KNew |
$7.71M - $8.2M
|
275K
$8.51M
|
|
|
Oct 21, 2024
Q3 2024
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
11.5KNew |
$323K - $343K
|
11.5K
$356K
|
|
|
Oct 18, 2024
Q3 2024
|
Cedrus LLC
Littleton, CO |
BUY
|
- |
29.2K+ 184.13% |
$821K - $874K
|
45.1K
$1.4M
|
|
|
Oct 18, 2024
Q3 2024
|
Financial Connections Group, Inc.
|
BUY
|
- |
408+ 18.99% |
$11.5K - $12.2K
|
2.56K
$79.2K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
674K+ 2580.14% |
$19M - $20.2M
|
701K
$21.7M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
228KNew |
$6.42M - $6.83M
|
228K
$7.08M
|
|
|
Oct 16, 2024
Q3 2024
|
Sweet Financial Partners, LLC
|
SELL
|
- |
-4.13K- 4.62% |
$116K - $123K
|
85.4K
$2.65M
|
|
|
Oct 11, 2024
Q3 2024
|
Vital Stone Financial, LLC
Shavano Park, TX |
SELL
|
- |
-26.6K- 23.99% |
$749K - $797K
|
84.4K
$2.62M
|
|
|
Oct 04, 2024
Q3 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
140+ 37.84% |
$3.93K - $4.18K
|
510
$15.8K
|
|
|
Oct 04, 2024
Q3 2024
|
Triton Wealth Management, Pllc
|
SELL
|
- |
-480- 0.16% |
$13.5K - $14.3K
|
304K
$9.44M
|
|