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 185 institutions that hold shares in the stock, with a total of 43.3 Million shares, which have been reported (via 13F filing form) to have a value of $1.2 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
8,066,365
shares
|
$222 Million
0.08% of portfolio
|
Q2 2025
Added 2.8%
|
|
|
Gw Henssler & Associates LTD
|
Jul 25, 2025 Q2 2025 |
3,959,449
shares
|
$109 Million
5.84% of portfolio
|
Q2 2025
Reduced 6.91%
|
|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
3,480,049
shares
|
$96 Million
0.03% of portfolio
|
Q2 2025
Added 1.32%
|
|
|
Legacy Financial Group LLC
|
Jul 15, 2025 Q2 2025 |
1,933,867
shares
|
$53.3 Million
8.69% of portfolio
|
Q2 2025
Added 0.87%
|
|
|
Centennial Wealth Advisory LLC
|
Oct 22, 2025 Q3 2025 |
1,841,701
shares
|
$50.8 Million
15.79% of portfolio
|
Q3 2025
Added 3.82%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Sep 04, 2025 Q2 2025 |
1,756,473
shares
|
$48.4 Million
0.09% of portfolio
|
Q2 2025
Reduced 12.16%
|
|
|
Creekmur Asset Management LLC
Morton, IL |
Aug 04, 2025 Q2 2025 |
1,490,215
shares
|
$41.1 Million
6.99% of portfolio
|
Q2 2025
Added 3.48%
|
|
|
Truist Financial Corp
|
Jul 18, 2025 Q2 2025 |
1,128,503
shares
|
$31.1 Million
0.04% of portfolio
|
Q2 2025
Added 1.59%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 08, 2025 Q2 2025 |
1,019,430
shares
|
$28.1 Million
0.05% of portfolio
|
Q2 2025
Added 4.4%
|
|
|
Brookstone Capital Management
|
Oct 15, 2025 Q3 2025 |
799,028
shares
|
$22 Million
0.31% of portfolio
|
Q3 2025
Added 6.41%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 22, 2025 Q3 2025 |
765,069
shares
|
$21.1 Million
0.03% of portfolio
|
Q3 2025
Reduced 0.29%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Aug 14, 2025 Q2 2025 |
756,648
shares
|
$20.9 Million
0.06% of portfolio
|
Q2 2025
Reduced 5.63%
|
|
|
Capital Asset Advisory Services LLC
Haslett, MI |
Oct 02, 2025 Q3 2025 |
751,791
shares
|
$20.7 Million
0.9% of portfolio
|
Q3 2025
Added 1.78%
|
|
|
Kestra Private Wealth Services, LLC
|
Aug 07, 2025 Q2 2025 |
721,868
shares
|
$19.9 Million
0.29% of portfolio
|
Q2 2025
Added 535.98%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Jul 28, 2025 Q2 2025 |
702,397
shares
|
$19.4 Million
0.46% of portfolio
|
Q2 2025
Added 4.4%
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Aug 19, 2025 Q2 2025 |
659,729
shares
|
$18.2 Million
2.07% of portfolio
|
Q2 2025
New holding
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
649,420
shares
|
$17.9 Million
0.05% of portfolio
|
Q2 2025
Reduced 34.62%
|
|
|
Fischer Investment Strategies, LLC
Westlake Village, CA |
Jul 24, 2025 Q2 2025 |
569,210
shares
|
$15.7 Million
10.15% of portfolio
|
Q2 2025
Added 17.0%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Aug 14, 2025 Q2 2025 |
538,025
shares
|
$14.8 Million
0.01% of portfolio
|
Q2 2025
Added 106.35%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 28, 2025 Q2 2025 |
526,162
shares
|
$14.5 Million
0.39% of portfolio
|
Q2 2025
Added 6.93%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
508,836
shares
|
$14 Million
0.0% of portfolio
|
Q2 2025
Reduced 3.86%
|
|
|
Milestone Asset Management, LLC
Pittsburgh, PA |
Oct 15, 2025 Q3 2025 |
456,523
shares
|
$12.6 Million
2.39% of portfolio
|
Q3 2025
Added 9.03%
|
|
|
Stratos Wealth Partners, Ltd.
|
Jul 29, 2025 Q2 2025 |
443,723
shares
|
$12.2 Million
0.17% of portfolio
|
Q2 2025
Reduced 2.55%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 14, 2025 Q2 2025 |
439,981
shares
|
$12.1 Million
0.06% of portfolio
|
Q2 2025
Reduced 7.9%
|
|
|
Cwm, LLC
|
Oct 15, 2025 Q3 2025 |
435,430
shares
|
$12 Million
0.04% of portfolio
|
Q3 2025
Added 58.29%
|