Institutional Ownership First Tr Exc Trd Fd Viii Ft Cb (BUFD)
This table provides information about the institutional ownership of First Tr Exc Trd Fd Viii Ft Cb (BUFD). We have compiled data on the 179 institutions that hold shares in the stock, with a total of 42.8 Million shares, which have been reported (via 13F filing form) to have a value of $1.11 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
7,846,867
shares
|
$204 Million
0.08% of portfolio
|
Q1 2025
Added 25.59%
|
|
|
Gw Henssler & Associates LTD
|
May 15, 2025 Q1 2025 |
4,253,174
shares
|
$110 Million
6.16% of portfolio
|
Q1 2025
Added 6.98%
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
3,434,790
shares
|
$89.1 Million
0.03% of portfolio
|
Q1 2025
Added 4.91%
|
|
|
Legacy Financial Group LLC
|
Apr 09, 2025 Q1 2025 |
1,917,238
shares
|
$49.7 Million
8.4% of portfolio
|
Q1 2025
Added 5833.15%
|
|
|
Centennial Wealth Advisory LLC
|
Apr 21, 2025 Q1 2025 |
1,784,251
shares
|
$46.3 Million
17.04% of portfolio
|
Q1 2025
Added 0.17%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
1,643,574
shares
|
$42.6 Million
0.1% of portfolio
|
Q4 2024
Added 5.09%
|
|
|
Creekmur Asset Management LLC
Morton, IL |
May 02, 2025 Q1 2025 |
1,440,055
shares
|
$37.4 Million
7.53% of portfolio
|
Q1 2025
Added 2.14%
|
|
|
Truist Financial Corp
|
Apr 29, 2025 Q1 2025 |
1,110,855
shares
|
$28.8 Million
0.05% of portfolio
|
Q1 2025
Reduced -0.0%
|
|
|
Commonwealth Equity Services, LLC
|
May 09, 2025 Q1 2025 |
1,013,961
shares
|
$26.3 Million
0.04% of portfolio
|
Q1 2025
Added 12.36%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
993,312
shares
|
$25.8 Million
0.08% of portfolio
|
Q1 2025
Added 66.1%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
976,494
shares
|
$25.3 Million
0.05% of portfolio
|
Q1 2025
Added 8.29%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
May 14, 2025 Q1 2025 |
801,772
shares
|
$20.8 Million
0.07% of portfolio
|
Q1 2025
Added 12.23%
|
|
|
Brookstone Capital Management
|
Apr 29, 2025 Q1 2025 |
753,926
shares
|
$19.6 Million
0.31% of portfolio
|
Q1 2025
Added 14.19%
|
|
|
Capital Asset Advisory Services LLC
Haslett, MI |
Apr 09, 2025 Q1 2025 |
707,807
shares
|
$18.4 Million
0.91% of portfolio
|
Q1 2025
Reduced 0.75%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Apr 30, 2025 Q1 2025 |
672,816
shares
|
$17.5 Million
0.47% of portfolio
|
Q1 2025
Reduced 2.28%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2025 Q1 2025 |
529,265
shares
|
$13.7 Million
0.0% of portfolio
|
Q1 2025
Added 40.17%
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
May 15, 2025 Q1 2025 |
499,149
shares
|
$12.9 Million
1.71% of portfolio
|
Q1 2025
Reduced 7.75%
|
|
|
Harbour Investments, Inc.
Madison, WI |
May 08, 2025 Q1 2025 |
492,044
shares
|
$12.8 Million
0.38% of portfolio
|
Q1 2025
Reduced 1.19%
|
|
|
Fischer Investment Strategies, LLC
Westlake Village, CA |
May 15, 2025 Q1 2025 |
486,485
shares
|
$12.6 Million
8.94% of portfolio
|
Q1 2025
New holding
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 15, 2025 Q1 2025 |
477,699
shares
|
$12.4 Million
0.07% of portfolio
|
Q1 2025
Reduced 27.69%
|
|
|
Stratos Wealth Partners, Ltd.
|
Apr 30, 2025 Q1 2025 |
455,316
shares
|
$11.8 Million
0.18% of portfolio
|
Q1 2025
Reduced 1.5%
|
|
|
Kestra Advisory Services, LLC
|
May 14, 2025 Q1 2025 |
430,068
shares
|
$11.2 Million
0.05% of portfolio
|
Q1 2025
Added 176.54%
|
|
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
Apr 29, 2025 Q1 2025 |
404,039
shares
|
$10.5 Million
2.12% of portfolio
|
Q1 2025
Added 5.51%
|
|
|
Private Advisor Group, LLC
|
May 05, 2025 Q1 2025 |
402,715
shares
|
$10.4 Million
0.06% of portfolio
|
Q1 2025
Added 3.77%
|
|
|
Santori & Peters, Inc.
|
Apr 24, 2025 Q1 2025 |
390,938
shares
|
$10.1 Million
3.95% of portfolio
|
Q1 2025
Added 1.6%
|