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 131 institutions that hold shares in the stock, with a total of 28.6 Million shares, which have been reported (via 13F filing form) to have a value of $699 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Gw Henssler & Associates LTD
|
May 07, 2024 Q1 2024 |
4,063,633
shares
|
$99.4 Million
5.75% of portfolio
|
Q1 2024
Added 2.84%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 10, 2024 Q1 2024 |
3,620,259
shares
|
$88.6 Million
0.05% of portfolio
|
Q1 2024
Added 7.33%
|
|
|
Envestnet Asset Management Inc
|
May 13, 2024 Q1 2024 |
2,770,933
shares
|
$67.8 Million
0.02% of portfolio
|
Q1 2024
Added 0.99%
|
|
|
Centennial Wealth Advisory LLC
|
Apr 22, 2024 Q1 2024 |
2,057,525
shares
|
$50.3 Million
22.64% of portfolio
|
Q1 2024
Added 0.77%
|
|
|
Capital Asset Advisory Services LLC
Haslett, MI |
Apr 16, 2024 Q1 2024 |
888,860
shares
|
$21.8 Million
1.19% of portfolio
|
Q1 2024
Added 24.23%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 24, 2024 Q1 2024 |
855,133
shares
|
$20.9 Million
0.05% of portfolio
|
Q1 2024
Added 272.62%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
May 14, 2024 Q1 2024 |
854,231
shares
|
$20.9 Million
0.58% of portfolio
|
Q1 2024
Added 24.94%
|
|
|
Truist Financial Corp
|
May 10, 2024 Q1 2024 |
851,064
shares
|
$20.8 Million
0.03% of portfolio
|
Q1 2024
Added 4.27%
|
|
|
Creekmur Asset Management LLC
Morton, IL |
May 15, 2024 Q1 2024 |
815,780
shares
|
$20 Million
6.58% of portfolio
|
Q1 2024
Reduced 14.2%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 24, 2024 Q1 2024 |
707,732
shares
|
$17.3 Million
0.06% of portfolio
|
Q1 2024
Reduced 32.29%
|
|
|
Commonwealth Equity Services, LLC
|
Apr 29, 2024 Q1 2024 |
691,462
shares
|
$16.9 Million
0.03% of portfolio
|
Q1 2024
Reduced 14.48%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 10, 2024 Q1 2024 |
684,716
shares
|
$16.8 Million
0.04% of portfolio
|
Q1 2024
Reduced 49.06%
|
|
|
Private Advisor Group, LLC
|
Apr 30, 2024 Q1 2024 |
663,677
shares
|
$16.2 Million
0.11% of portfolio
|
Q1 2024
Added 0.12%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
May 14, 2024 Q1 2024 |
451,651
shares
|
$11.1 Million
0.04% of portfolio
|
Q1 2024
Added 3.19%
|
|
|
Townsquare Capital LLC
|
May 15, 2024 Q1 2024 |
428,236
shares
|
$10.5 Million
0.15% of portfolio
|
Q1 2024
New holding
|
|
|
Santori & Peters, Inc.
|
Apr 19, 2024 Q1 2024 |
396,773
shares
|
$9.71 Million
4.05% of portfolio
|
Q1 2024
Reduced 1.0%
|
|
|
Stratos Wealth Partners, Ltd.
|
Apr 16, 2024 Q1 2024 |
385,449
shares
|
$9.43 Million
0.15% of portfolio
|
Q1 2024
Added 77.52%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
348,148
shares
|
$8.52 Million
0.29% of portfolio
|
Q3 2022
New holding
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 14, 2024 Q1 2024 |
337,952
shares
|
$8.27 Million
0.07% of portfolio
|
Q1 2024
Added 3.33%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
May 01, 2024 Q1 2024 |
297,402
shares
|
$7.28 Million
0.41% of portfolio
|
Q1 2024
Reduced 24.62%
|
|
|
Walkner Condon Financial Advisors LLC
|
Apr 22, 2024 Q1 2024 |
283,035
shares
|
$6.93 Million
1.43% of portfolio
|
Q1 2024
Reduced 35.91%
|
|
|
Prospera Financial Services Inc
|
Feb 14, 2024 Q4 2023 |
281,422
shares
|
$6.89 Million
0.22% of portfolio
|
Q4 2023
New holding
|
|
|
Cwm, LLC
|
Apr 05, 2024 Q1 2024 |
260,876
shares
|
$6.38 Million
0.03% of portfolio
|
Q1 2024
Reduced 63.96%
|
|
|
Mariner, LLC
Overland Park, KS |
May 15, 2024 Q1 2024 |
253,707
shares
|
$6.21 Million
0.01% of portfolio
|
Q1 2024
Added 78.51%
|
|
|
Integrity Financial Corp
|
May 02, 2024 Q1 2024 |
252,431
shares
|
$6.18 Million
4.3% of portfolio
|
Q1 2024
Reduced 13.62%
|
|