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 15, 2025
Q2 2024
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
SELL
|
- |
-179K- 18.33% |
$4.89M - $5.18M
|
798K
$24.7M
|
|
|
Aug 14, 2024
Q2 2024
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
190New |
$5.19K - $5.5K
|
190
$5.89K
|
|
|
Aug 13, 2024
Q2 2024
|
Delta Investment Management, LLC
|
BUY
|
- |
36.8K+ 17.45% |
$1.01M - $1.06M
|
248K
$7.67M
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
2.88K+ 2.83% |
$78.6K - $83.2K
|
104K
$3.23M
|
|
|
Aug 09, 2024
Q2 2024
|
Citizens Financial Group Inc
|
BUY
|
- |
8.03KNew |
$220K - $233K
|
8.03K
$249K
|
|
|
Aug 09, 2024
Q2 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
2.47KNew |
$67.6K - $71.6K
|
2.47K
$76.7K
|
|
|
Aug 08, 2024
Q2 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-185K- 65.84% |
$5.05M - $5.34M
|
95.8K
$2.97M
|
|
|
Aug 08, 2024
Q2 2024
|
Scarborough Advisors, LLC
Annapolis, MD |
SELL
|
- |
-316- 14.48% |
$8.64K - $9.15K
|
1.87K
$57.9K
|
|
|
Aug 02, 2024
Q2 2024
|
Icapital Wealth LLC
Walnut Creek, CA |
SELL
|
- |
-28K- 75.76% |
$766K - $811K
|
8.97K
$278K
|
|
|
Aug 02, 2024
Q2 2024
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
1.5KNew |
$41K - $43.4K
|
1.5K
$46.5K
|
|
|
Jul 30, 2024
Q2 2024
|
Central Pacific Bank Trust Division
Honolulu, HI |
SELL
|
- |
-1.12K- 1.32% |
$30.5K - $32.3K
|
83.2K
$2.58M
|
|
|
Jul 26, 2024
Q2 2024
|
Presidio Capital Management, LLC
|
BUY
|
- |
9.03KNew |
$247K - $261K
|
9.03K
$280K
|
|
|
Jul 24, 2024
Q2 2024
|
Edge Rock Capital LLC
|
SELL
|
- |
-430- 2.05% |
$11.8K - $12.4K
|
20.5K
$636K
|
|
|
Jul 24, 2024
Q2 2024
|
Dt Investment Partners, LLC
|
BUY
|
- |
35New |
$957 - $1.01K
|
35
$1.09K
|
|
|
Jul 22, 2024
Q2 2024
|
Armstrong, Fleming & Moore, Inc
Washington, DC |
BUY
|
- |
10.6KNew |
$289K - $306K
|
10.6K
$328K
|
|
|
Jul 18, 2024
Q2 2024
|
Gradient Investments LLC
|
BUY
|
- |
214New |
$5.85K - $6.2K
|
214
$6.63K
|
|
|
Jul 17, 2024
Q2 2024
|
Alliance Wealth Advisors, LLC
|
SELL
|
- |
-283- 1.03% |
$7.73K - $8.19K
|
27.2K
$842K
|
|
|
Jul 16, 2024
Q2 2024
|
Iag Wealth Partners, LLC
|
BUY
|
- |
1.66KNew |
$45.4K - $48.1K
|
1.66K
$51.5K
|
|
|
Jul 12, 2024
Q2 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
11New |
$301 - $318
|
11
$341
|
|
|
Jul 10, 2024
Q2 2024
|
Albion Financial Group
|
BUY
|
- |
300New |
$8.2K - $8.69K
|
300
$9.3K
|
|
| Q1 2024 | |||||||
|
Aug 08, 2024
Q1 2024
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-30Closed |
$789 - $839
|
0
$0
|
|
|
Jul 17, 2024
Q1 2024
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
53New |
$1.39K - $1.48K
|
53
$1.64K
|
|
|
Jun 21, 2024
Q1 2024
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
73New |
$1.92K - $2.04K
|
73
$2.26K
|
|
|
May 15, 2024
Q1 2024
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
10.6KNew |
$278K - $295K
|
10.6K
$327K
|
|
|
May 15, 2024
Q1 2024
|
Cascade Investment Group, Inc.
Colorado Springs, CO |
BUY
|
- |
8.34KNew |
$219K - $233K
|
8.34K
$259K
|
|
|
May 15, 2024
Q1 2024
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
465KNew |
$12.2M - $13M
|
465K
$14.4M
|
|
|
May 15, 2024
Q1 2024
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
10+ 0.98% |
$263 - $280
|
1.04K
$32.1K
|
|
|
May 14, 2024
Q1 2024
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
SELL
|
- |
-2.5K- 22.03% |
$65.8K - $69.9K
|
8.85K
$274K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
250K+ 19.75% |
$6.57M - $6.98M
|
1.51M
$47M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
2.92M+ 444.58% |
$76.8M - $81.6M
|
3.58M
$111M
|
|
|
May 13, 2024
Q1 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
30New |
$789 - $839
|
30
$930
|
|
|
May 10, 2024
Q1 2024
|
Imprint Wealth LLC
Mount Pleasant, SC |
BUY
|
- |
12.5KNew |
$329K - $350K
|
12.5K
$388K
|
|
|
May 10, 2024
Q1 2024
|
Citigroup Inc
|
BUY
|
- |
1.6KNew |
$42.1K - $44.7K
|
1.6K
$49.6K
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
37.7K+ 26.69% |
$992K - $1.05M
|
179K
$5.55M
|
|
|
Apr 30, 2024
Q1 2024
|
Retirement Group, LLC
|
BUY
|
- |
6.11KNew |
$161K - $171K
|
6.11K
$189K
|
|
|
Apr 23, 2024
Q1 2024
|
Fifth Third Bancorp
|
BUY
|
- |
2.44KNew |
$64.2K - $68.3K
|
2.44K
$75.7K
|
|
|
Apr 22, 2024
Q1 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
123KNew |
$3.23M - $3.44M
|
123K
$3.81M
|
|
|
Apr 15, 2024
Q1 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
9KNew |
$237K - $252K
|
9K
$279K
|
|
|
Apr 12, 2024
Q1 2024
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
73.4KNew |
$1.93M - $2.05M
|
73.4K
$2.28M
|
|
| Q4 2023 | |||||||
|
Jun 26, 2024
Q4 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
1K+ 55.56% |
$23.7K - $26.6K
|
2.8K
$86.8K
|
|
|
Feb 14, 2024
Q4 2023
|
Lm Advisors LLC
San Diego, CA |
BUY
|
- |
840New |
$19.9K - $22.3K
|
840
$26K
|
|
|
Feb 12, 2024
Q4 2023
|
F Dx Advisors, Inc.
|
SELL
|
- |
-17.1K- 3.67% |
$405K - $454K
|
448K
$13.9M
|
|
|
Feb 09, 2024
Q4 2023
|
Covestor LTD
Boston, MA |
BUY
|
- |
270New |
$6.4K - $7.18K
|
270
$8.37K
|
|
|
Feb 08, 2024
Q4 2023
|
Curi Wealth Management, LLC
|
BUY
|
- |
12.1KNew |
$288K - $323K
|
12.1K
$377K
|
|
|
Feb 02, 2024
Q4 2023
|
Valmark Advisers, Inc.
|
BUY
|
- |
71.1K+ 377.24% |
$1.69M - $1.89M
|
90K
$2.79M
|
|
|
Jan 30, 2024
Q4 2023
|
Scissortail Wealth Management, LLC
Tulsa, OK |
BUY
|
- |
14.2KNew |
$336K - $377K
|
14.2K
$440K
|
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
80.4K+ 45.69% |
$1.91M - $2.14M
|
256K
$7.95M
|
|
|
Jan 23, 2024
Q4 2023
|
Beacon Financial Advisory LLC
|
BUY
|
- |
70.5K+ 159.82% |
$1.67M - $1.88M
|
115K
$3.55M
|
|
|
Jan 18, 2024
Q4 2023
|
Procyon Advisors, LLC
|
BUY
|
- |
7.83KNew |
$186K - $208K
|
7.83K
$243K
|
|
|
Jan 12, 2024
Q4 2023
|
Kure Advisory, LLC
Plymouth, MN |
BUY
|
- |
69.4K+ 23.1% |
$1.65M - $1.85M
|
370K
$11.5M
|
|