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 |
|---|---|---|---|---|---|---|---|
|
Oct 15, 2025
Q3 2025
|
Founders Financial Securities LLC
|
SELL
|
- |
-6.6K- 37.6% |
$210K - $220K
|
10.9K
$368K
|
|
|
Oct 15, 2025
Q3 2025
|
Alliance Wealth Advisors, LLC
|
SELL
|
- |
-153- 0.59% |
$4.86K - $5.11K
|
25.6K
$861K
|
|
|
Oct 15, 2025
Q3 2025
|
Private Trust CO Na
|
BUY
|
- |
5.03K+ 8.26% |
$160K - $168K
|
65.9K
$2.21M
|
|
|
Oct 15, 2025
Q3 2025
|
Cambridge Advisors Inc.
|
SELL
|
- |
-3.93K- 2.68% |
$125K - $131K
|
143K
$4.8M
|
|
|
Oct 15, 2025
Q3 2025
|
Davies Financial Advisors, Inc.
Murrieta, CA |
SELL
|
- |
-3K- 31.97% |
$95.2K - $100K
|
6.37K
$214K
|
|
|
Oct 15, 2025
Q3 2025
|
Brookstone Capital Management
|
SELL
|
- |
-24.1K- 2.58% |
$765K - $805K
|
910K
$30.6M
|
|
|
Oct 15, 2025
Q3 2025
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
- |
11.3K+ 9.05% |
$360K - $379K
|
137K
$4.59M
|
|
|
Oct 15, 2025
Q3 2025
|
Quad Cities Investment Group, LLC
Davenport, IA |
SELL
|
- |
-1.29K- 3.82% |
$41.1K - $43.2K
|
32.6K
$1.09M
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
BUY
|
- |
10.5K+ 0.21% |
$335K - $352K
|
5.08M
$171M
|
|
|
Oct 15, 2025
Q3 2025
|
Secured Retirement Advisors, LLC
St Louis Park, MN |
BUY
|
- |
620+ 0.89% |
$19.7K - $20.7K
|
70K
$2.35M
|
|
|
Oct 15, 2025
Q3 2025
|
Independent Wealth Network Inc.
|
BUY
|
- |
6.69K+ 11.74% |
$213K - $224K
|
63.7K
$2.14M
|
|
|
Oct 15, 2025
Q3 2025
|
Milestone Asset Management, LLC
Pittsburgh, PA |
SELL
|
- |
-54.2K- 5.1% |
$1.72M - $1.81M
|
1.01M
$33.9M
|
|
|
Oct 15, 2025
Q3 2025
|
Mascagni Wealth Management, Inc.
Clinton, MS |
BUY
|
- |
117+ 0.27% |
$3.72K - $3.91K
|
43K
$1.45M
|
|
|
Oct 14, 2025
Q3 2025
|
Apeiron Ria LLC
|
BUY
|
- |
44+ 0.4% |
$1.4K - $1.47K
|
11K
$369K
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-64.2K- 29.33% |
$2.04M - $2.14M
|
155K
$5.2M
|
|
|
Oct 14, 2025
Q3 2025
|
Prism Advisors, Inc.
|
SELL
|
- |
-16.4K- 13.54% |
$523K - $549K
|
105K
$3.53M
|
|
|
Oct 14, 2025
Q3 2025
|
Mc Carthy & Cox
Marysville, OH |
BUY
|
- |
36.1KNew |
$1.15M - $1.21M
|
36.1K
$1.21M
|
|
|
Oct 10, 2025
Q3 2025
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
447+ 2.5% |
$14.2K - $14.9K
|
18.3K
$615K
|
|
|
Oct 10, 2025
Q3 2025
|
Able Financial Group, LLC
Scottsdale, AZ |
SELL
|
- |
-668- 3.66% |
$21.2K - $22.3K
|
17.6K
$591K
|
|
|
Oct 09, 2025
Q3 2025
|
Five Pine Wealth Management
Coeur D Alene, ID |
BUY
|
- |
428+ 0.37% |
$13.6K - $14.3K
|
116K
$3.9M
|
|
|
Oct 09, 2025
Q3 2025
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
SELL
|
- |
-232K- 41.81% |
$7.37M - $7.74M
|
323K
$10.8M
|
|
|
Oct 09, 2025
Q3 2025
|
Legacy Solutions, LLC
Kennett Square, PA |
BUY
|
- |
334+ 2.82% |
$10.6K - $11.2K
|
12.2K
$409K
|
|
|
Oct 09, 2025
Q3 2025
|
Breakthru Advisory Services, LLC
Muskego, WI |
SELL
|
- |
-65.8K- 40.85% |
$2.09M - $2.2M
|
95.2K
$3.2M
|
|
|
Oct 09, 2025
Q3 2025
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-1.35K- 9.15% |
$42.9K - $45.1K
|
13.4K
$450K
|
|
|
Oct 08, 2025
Q3 2025
|
Asset Allocation Strategies LLC
Farmington, MI |
BUY
|
- |
7.36K+ 17.06% |
$234K - $246K
|
50.5K
$1.7M
|
|
|
Oct 08, 2025
Q3 2025
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-4.12K- 19.4% |
$131K - $138K
|
17.1K
$575K
|
|
|
Oct 07, 2025
Q3 2025
|
Ignite Planners, LLC
|
SELL
|
- |
-2.65K- 0.39% |
$84.2K - $88.5K
|
683K
$22.9M
|
|
|
Oct 03, 2025
Q3 2025
|
Hcr Wealth Advisors
Los Angeles, CA |
BUY
|
- |
1.13K+ 17.76% |
$35.8K - $37.6K
|
7.47K
$251K
|
|
|
Oct 02, 2025
Q3 2025
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
6KNew |
$191K - $201K
|
6K
$202K
|
|
|
Oct 02, 2025
Q3 2025
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
3.12K+ 2.42% |
$99.2K - $104K
|
132K
$4.43M
|
|
|
Oct 02, 2025
Q3 2025
|
Heritage Wealth Architects, Inc.
Mendota Heights, MN |
BUY
|
- |
3.95K+ 3.39% |
$126K - $132K
|
120K
$4.05M
|
|
|
Oct 01, 2025
Q3 2025
|
Hobart Private Capital, LLC
Charlotte, NC |
SELL
|
- |
-26.5K- 5.69% |
$843K - $886K
|
439K
$14.8M
|
|
| Q2 2025 | |||||||
|
Nov 21, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-568K- 10.67% |
$15.5M - $18.1M
|
4.76M
$160M
|
|
|
Nov 14, 2025
Q2 2025
|
North Rock Partners, LLC
|
SELL
|
- |
-33.9K- 3.6% |
$927K - $1.08M
|
909K
$30.6M
|
|
|
Nov 03, 2025
Q2 2025
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
SELL
|
- |
-14K- 33.53% |
$382K - $445K
|
27.8K
$933K
|
|
|
Sep 10, 2025
Q2 2025
|
Wt Wealth Management
|
BUY
|
- |
2.22K+ 2.91% |
$60.6K - $70.6K
|
78.7K
$2.64M
|
|
|
Aug 18, 2025
Q2 2025
|
Tyler Stone Wealth Management
Beachwood, OH |
SELL
|
- |
-17.8K- 8.05% |
$487K - $567K
|
204K
$6.84M
|
|
|
Aug 14, 2025
Q2 2025
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-8.63K- 18.28% |
$236K - $274K
|
38.6K
$1.3M
|
|
|
Aug 14, 2025
Q2 2025
|
Old Mission Capital LLC
|
BUY
|
- |
6.72KNew |
$184K - $214K
|
6.72K
$226K
|
|
|
Aug 14, 2025
Q2 2025
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
SELL
|
- |
-67.6K- 87.04% |
$1.84M - $2.15M
|
10.1K
$338K
|
|
|
Aug 13, 2025
Q2 2025
|
Kilter Group LLC
Rhinebeck, NY |
BUY
|
- |
23KNew |
$627K - $730K
|
23K
$772K
|
|
|
Aug 13, 2025
Q2 2025
|
Gibbs Wealth Management
Alpharetta, GA |
BUY
|
- |
7.51KNew |
$205K - $239K
|
7.51K
$252K
|
|
|
Aug 13, 2025
Q2 2025
|
Jones Financial Companies Lllp
|
SELL
|
- |
-77- 20.48% |
$2.1K - $2.45K
|
299
$10K
|
|
|
Aug 13, 2025
Q2 2025
|
Summit Wealth Group LLC / CO
Colorado Springs, CO |
BUY
|
- |
38.5KNew |
$1.05M - $1.22M
|
38.5K
$1.29M
|
|
|
Aug 12, 2025
Q2 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
14.4K+ 7.41% |
$393K - $457K
|
208K
$7M
|
|
|
Aug 12, 2025
Q2 2025
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
66.4K+ 91.75% |
$1.81M - $2.11M
|
139K
$4.66M
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 12, 2025
Q2 2025
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-3.95K- 44.13% |
$108K - $126K
|
5K
$168K
|
|
|
Aug 11, 2025
Q2 2025
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
20.3KNew |
$554K - $645K
|
20.3K
$682K
|
|
|
Aug 11, 2025
Q2 2025
|
Independent Advisor Alliance
|
SELL
|
- |
-2.58K- 28.15% |
$70.4K - $82K
|
6.58K
$221K
|
|