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 |
|---|---|---|---|---|---|---|---|
|
Aug 12, 2025
Q2 2025
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
66.4K+ 91.75% |
$1.81M - $2.11M
|
139K
$4.66M
|
|
|
Aug 11, 2025
Q2 2025
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
20.3KNew |
$554K - $645K
|
20.3K
$682K
|
|
|
Aug 11, 2025
Q2 2025
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
33.3KNew |
$910K - $1.06M
|
33.3K
$1.12M
|
|
|
Aug 11, 2025
Q2 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
29.3KNew |
$800K - $932K
|
29.3K
$985K
|
|
|
Aug 11, 2025
Q2 2025
|
Independent Advisor Alliance
|
SELL
|
- |
-2.58K- 28.15% |
$70.4K - $82K
|
6.58K
$221K
|
|
|
Aug 08, 2025
Q2 2025
|
Good Life Advisors, LLC
|
BUY
|
- |
3.23K+ 0.33% |
$88.2K - $103K
|
985K
$33.1M
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
311K+ 68.47% |
$8.49M - $9.89M
|
765K
$25.7M
|
|
|
Aug 08, 2025
Q2 2025
|
Prospect Financial Services LLC
Melville, NY |
SELL
|
- |
-150- 1.48% |
$4.1K - $4.77K
|
9.98K
$335K
|
|
|
Aug 07, 2025
Q2 2025
|
Sollinda Capital Management LLC
Hickory, NC |
BUY
|
- |
19.6KNew |
$536K - $624K
|
19.6K
$660K
|
|
|
Aug 07, 2025
Q2 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
SELL
|
- |
-109- 75.17% |
$2.98K - $3.47K
|
36
$1.21K
|
|
|
Aug 07, 2025
Q2 2025
|
Allworth Financial LP
|
SELL
|
- |
-1.5K- 8.53% |
$41K - $47.7K
|
16.1K
$540K
|
|
|
Aug 06, 2025
Q2 2025
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
6.54KNew |
$178K - $208K
|
6.54K
$220K
|
|
|
Aug 06, 2025
Q2 2025
|
Legacy Investment Solutions, LLC
Meridian, ID |
BUY
|
- |
24.8K+ 56.86% |
$676K - $788K
|
68.3K
$2.3M
|
|
|
Aug 05, 2025
Q2 2025
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
1.99KNew |
$54.4K - $63.4K
|
1.99K
$67K
|
|
|
Aug 05, 2025
Q2 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
6.24K+ 16.42% |
$170K - $198K
|
44.2K
$1.49M
|
|
|
Aug 05, 2025
Q2 2025
|
First Horizon Advisors, Inc.
|
BUY
|
- |
7.24K+ 1.98% |
$198K - $230K
|
374K
$12.6M
|
|
|
Aug 04, 2025
Q2 2025
|
Hantz Financial Services, Inc.
|
BUY
|
- |
700New |
$19.1K - $22.3K
|
700
$23.5K
|
|
|
Aug 04, 2025
Q2 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
6.3KNew |
$172K - $200K
|
6.3K
$212K
|
|
|
Jul 31, 2025
Q2 2025
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
6.31KNew |
$172K - $201K
|
6.31K
$212K
|
|
|
Jul 30, 2025
Q2 2025
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
7.4K+ 3.75% |
$202K - $235K
|
204K
$6.87M
|
|
|
Jul 30, 2025
Q2 2025
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
9.94KNew |
$271K - $316K
|
9.94K
$334K
|
|
|
Jul 30, 2025
Q2 2025
|
Briaud Financial Planning, Inc
College Station, TX |
BUY
|
- |
3.98KNew |
$109K - $127K
|
3.98K
$134K
|
|
|
Jul 30, 2025
Q2 2025
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
3.19KNew |
$87K - $101K
|
3.19K
$107K
|
|
|
Jul 30, 2025
Q2 2025
|
Blue Chip Wealth Advisors LLC
Milton, GA |
BUY
|
- |
12.8KNew |
$349K - $407K
|
12.8K
$430K
|
|
|
Jul 29, 2025
Q2 2025
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
41.4K+ 108.93% |
$1.13M - $1.32M
|
79.4K
$2.67M
|
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-537K- 50.05% |
$14.7M - $17.1M
|
536K
$18M
|
|
|
Jul 25, 2025
Q2 2025
|
Lion Street Advisors, LLC
|
BUY
|
- |
2.16K+ 3.99% |
$59.1K - $68.8K
|
56.4K
$1.9M
|
|
|
Jul 24, 2025
Q2 2025
|
Blair William & CO
Chicago, IL |
BUY
|
- |
567+ 7.34% |
$15.5K - $18K
|
8.29K
$279K
|
|
|
Jul 24, 2025
Q2 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
1.57KNew |
$42.8K - $49.8K
|
1.57K
$52.7K
|
|
|
Jul 24, 2025
Q2 2025
|
Trust CO Of Toledo Na
Holland, OH |
BUY
|
- |
292New |
$7.97K - $9.29K
|
292
$9.81K
|
|
|
Jul 24, 2025
Q2 2025
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
6.39KNew |
$174K - $203K
|
6.39K
$215K
|
|
|
Jul 23, 2025
Q2 2025
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
15.1KNew |
$412K - $480K
|
15.1K
$508K
|
|
|
Jul 23, 2025
Q2 2025
|
Us Bancorp \De\
|
SELL
|
- |
-1.14K- 66.37% |
$31K - $36.1K
|
575
$19.3K
|
|
|
Jul 23, 2025
Q2 2025
|
Armstrong, Fleming & Moore, Inc
Washington, DC |
BUY
|
- |
10.6KNew |
$289K - $336K
|
10.6K
$355K
|
|
|
Jul 22, 2025
Q2 2025
|
Keudell
|
BUY
|
- |
2.22K+ 4.3% |
$60.5K - $70.4K
|
53.7K
$1.8M
|
|
|
Jul 21, 2025
Q2 2025
|
Clarity Capital Partners LLC
Newport Beach, CA |
SELL
|
- |
-4.73K- 11.88% |
$129K - $150K
|
35.1K
$1.18M
|
|
|
Jul 17, 2025
Q2 2025
|
Sound Income Strategies, LLC
|
SELL
|
- |
-448- 32.77% |
$12.2K - $14.2K
|
919
$30.9K
|
|
|
Jul 16, 2025
Q2 2025
|
Falcon Wealth Planning
|
BUY
|
- |
200+ 0.24% |
$5.46K - $6.36K
|
82.8K
$2.78M
|
|
|
Jul 15, 2025
Q2 2025
|
Pitti Group Wealth Management, LLC
|
BUY
|
- |
34+ 0.44% |
$928 - $1.08K
|
7.7K
$259K
|
|
|
Jul 15, 2025
Q2 2025
|
Santori & Peters, Inc.
|
SELL
|
- |
-296- 0.95% |
$8.08K - $9.41K
|
30.7K
$1.03M
|
|
|
Jul 15, 2025
Q2 2025
|
Armis Advisers, LLC
Atlanta, GA |
SELL
|
- |
-16.6K- 16.45% |
$453K - $527K
|
84.3K
$2.83M
|
|
|
Jul 15, 2025
Q2 2025
|
Fifth Third Bancorp
|
SELL
|
- |
-2.07K- 76.7% |
$56.5K - $65.9K
|
629
$21.1K
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
351+ 22.85% |
$9.58K - $11.2K
|
1.89K
$63.4K
|
|
|
Jul 14, 2025
Q2 2025
|
Iron Oak Wealth Llc.
Cedar Park, TX |
SELL
|
- |
-101K- 92.17% |
$2.74M - $3.2M
|
8.54K
$287K
|
|
|
Jul 08, 2025
Q2 2025
|
Richard P Slaughter Associates Inc
|
SELL
|
- |
-15.8K- 21.49% |
$431K - $502K
|
57.7K
$1.94M
|
|
|
Jul 08, 2025
Q2 2025
|
Adamsbrown Wealth Consultants LLC
|
SELL
|
- |
-92- 0.52% |
$2.51K - $2.93K
|
17.8K
$597K
|
|
|
Jul 07, 2025
Q2 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
467New |
$12.7K - $14.9K
|
467
$15.7K
|
|
| Q1 2025 | |||||||
|
May 15, 2025
Q1 2025
|
Bullseye Investment Management, LLC
|
SELL
|
- |
-2.25K- 7.43% |
$66K - $70.5K
|
28K
$942K
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
18.9K+ 36.33% |
$555K - $592K
|
70.9K
$2.38M
|
|
|
May 15, 2025
Q1 2025
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
SELL
|
- |
-9.58K- 78.22% |
$281K - $300K
|
2.67K
$89.6K
|
|