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 168 institutions that hold shares in the stock, with a total of 37.1 Million shares, which have been reported (via 13F filing form) to have a value of $962 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
6,248,092
shares
|
$162 Million
0.07% of portfolio
|
Q4 2024
Added 13.05%
|
|
|
Gw Henssler & Associates LTD
|
Jan 24, 2025 Q4 2024 |
4,013,228
shares
|
$104 Million
6.23% of portfolio
|
Q4 2024
Reduced 1.11%
|
|
|
Envestnet Asset Management Inc
|
Feb 12, 2025 Q4 2024 |
3,273,960
shares
|
$84.8 Million
0.03% of portfolio
|
Q4 2024
Reduced 1.3%
|
|
|
Centennial Wealth Advisory LLC
|
Jan 27, 2025 Q4 2024 |
1,781,280
shares
|
$46.2 Million
18.17% of portfolio
|
Q4 2024
Reduced 2.25%
|
|
|
Creekmur Asset Management LLC
Morton, IL |
Feb 12, 2025 Q4 2024 |
1,409,927
shares
|
$36.5 Million
8.24% of portfolio
|
Q4 2024
Added 3.59%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
1,116,814
shares
|
$28.9 Million
0.07% of portfolio
|
Q4 2024
Reduced 1.25%
|
|
|
Truist Financial Corp
|
Jan 31, 2025 Q4 2024 |
1,110,894
shares
|
$28.8 Million
0.05% of portfolio
|
Q4 2024
Added 14.52%
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
902,396
shares
|
$23.4 Million
0.03% of portfolio
|
Q4 2024
Added 13.4%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Feb 13, 2025 Q4 2024 |
901,700
shares
|
$23.4 Million
0.05% of portfolio
|
Q4 2024
Added 8.49%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Feb 13, 2025 Q4 2024 |
714,392
shares
|
$18.5 Million
0.06% of portfolio
|
Q4 2024
Added 21.68%
|
|
|
Capital Asset Advisory Services LLC
Haslett, MI |
Jan 22, 2025 Q4 2024 |
713,153
shares
|
$18.5 Million
0.9% of portfolio
|
Q4 2024
Added 1.25%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Feb 10, 2025 Q4 2024 |
688,504
shares
|
$17.8 Million
0.44% of portfolio
|
Q4 2024
Added 3.81%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Feb 13, 2025 Q4 2024 |
660,600
shares
|
$17.1 Million
0.11% of portfolio
|
Q4 2024
Added 10.71%
|
|
|
Brookstone Capital Management
|
Jan 13, 2025 Q4 2024 |
660,238
shares
|
$17.1 Million
0.28% of portfolio
|
Q4 2024
Reduced 4.45%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Feb 14, 2025 Q4 2024 |
598,024
shares
|
$15.5 Million
0.05% of portfolio
|
Q4 2024
Reduced 2.67%
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Feb 14, 2025 Q4 2024 |
541,090
shares
|
$14 Million
1.93% of portfolio
|
Q4 2024
Added 39.34%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Feb 10, 2025 Q4 2024 |
497,964
shares
|
$12.9 Million
0.39% of portfolio
|
Q4 2024
Added 25.61%
|
|
|
Stratos Wealth Partners, Ltd.
|
Jan 27, 2025 Q4 2024 |
462,269
shares
|
$12 Million
0.17% of portfolio
|
Q4 2024
Added 6.79%
|
|
|
Mariner, LLC
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
435,090
shares
|
$11.3 Million
0.02% of portfolio
|
Q4 2024
Added 40.34%
|
|
|
Milestone Asset Management, LLC
Pittsburgh, PA |
Jan 23, 2025 Q4 2024 |
420,872
shares
|
$10.9 Million
2.37% of portfolio
|
Q4 2024
Reduced 1.02%
|
|
|
Strategic Financial Concepts, LLC
San Antonio, TX |
Jan 27, 2025 Q4 2024 |
412,934
shares
|
$10.7 Million
0.07% of portfolio
|
Q4 2024
Reduced 96.22%
|
|
|
Private Advisor Group, LLC
|
Jan 31, 2025 Q4 2024 |
388,085
shares
|
$10.1 Million
0.06% of portfolio
|
Q4 2024
Reduced 2.58%
|
|
|
Santori & Peters, Inc.
|
Jan 28, 2025 Q4 2024 |
384,785
shares
|
$9.97 Million
3.78% of portfolio
|
Q4 2024
Added 1.49%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
377,600
shares
|
$9.78 Million
0.0% of portfolio
|
Q4 2024
Added 41.44%
|
|
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
Dec 12, 2024 Q3 2024 |
359,108
shares
|
$9.3 Million
3.57% of portfolio
|
Q3 2024
Added 9.27%
|