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 $1.18 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
Aug 11, 2025 Q2 2025 |
425,004
shares
|
$11.6 Million
2.17% of portfolio
|
Q2 2025
Added 5.19%
|
|
|
Milestone Asset Management, LLC
Pittsburgh, PA |
Aug 05, 2025 Q2 2025 |
418,721
shares
|
$11.4 Million
2.35% of portfolio
|
Q2 2025
Added 34.43%
|
|
|
Santori & Peters, Inc.
|
Jul 15, 2025 Q2 2025 |
391,090
shares
|
$10.6 Million
3.78% of portfolio
|
Q2 2025
Added 0.04%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
348,148
shares
|
$9.48 Million
0.29% of portfolio
|
Q3 2022
New holding
|
|
|
Mariner, LLC
Overland Park, KS |
Aug 14, 2025 Q2 2025 |
324,697
shares
|
$8.84 Million
0.01% of portfolio
|
Q2 2025
Reduced 15.97%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Aug 12, 2025 Q2 2025 |
277,959
shares
|
$7.57 Million
0.22% of portfolio
|
Q2 2025
Reduced 0.72%
|
|
|
Img Wealth Management, Inc.
Jacksonville, FL |
Jul 30, 2025 Q2 2025 |
275,408
shares
|
$7.5 Million
5.67% of portfolio
|
Q2 2025
Added 4.12%
|
|
|
Cwm, LLC
|
Jul 25, 2025 Q2 2025 |
275,091
shares
|
$7.49 Million
0.03% of portfolio
|
Q2 2025
Added 0.8%
|
|
|
Synovus Financial Corp
Columbus, GA |
Aug 14, 2025 Q2 2025 |
221,781
shares
|
$6.04 Million
0.07% of portfolio
|
Q2 2025
Added 5.49%
|
|
|
Integrity Financial Corp
|
Aug 05, 2025 Q2 2025 |
219,828
shares
|
$5.98 Million
3.27% of portfolio
|
Q2 2025
Reduced 12.86%
|
|
|
Atlas Private Wealth Advisors
Matawan, NJ |
Aug 04, 2025 Q2 2025 |
207,698
shares
|
$5.65 Million
0.75% of portfolio
|
Q2 2025
Reduced 25.37%
|
|
|
Simplicity Wealth,Llc
|
Jul 22, 2025 Q2 2025 |
202,770
shares
|
$5.52 Million
0.24% of portfolio
|
Q2 2025
Added 73.22%
|
|
|
Jacobi Capital Management LLC
|
Aug 12, 2025 Q2 2025 |
200,363
shares
|
$5.45 Million
0.37% of portfolio
|
Q2 2025
Added 7.74%
|
|
|
Advisory Services Network, LLC
|
Aug 19, 2025 Q2 2025 |
174,066
shares
|
$4.74 Million
0.08% of portfolio
|
Q2 2025
Added 9.4%
|
|
|
Wedbush Securities Inc
|
Aug 06, 2025 Q2 2025 |
166,343
shares
|
$4.53 Million
0.15% of portfolio
|
Q2 2025
Reduced 39.7%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Aug 05, 2025 Q2 2025 |
155,309
shares
|
$4.23 Million
0.13% of portfolio
|
Q2 2025
Reduced 8.97%
|
|
|
Integrated Wealth Concepts LLC
|
Aug 14, 2025 Q2 2025 |
134,982
shares
|
$3.67 Million
0.04% of portfolio
|
Q2 2025
Added 15.26%
|
|
|
Richmond Investment Services, LLC
Mequon, WI |
Aug 12, 2025 Q2 2025 |
117,842
shares
|
$3.21 Million
0.66% of portfolio
|
Q2 2025
Added 107.11%
|
|
|
Tyler Stone Wealth Management
Beachwood, OH |
Aug 18, 2025 Q2 2025 |
117,378
shares
|
$3.2 Million
0.54% of portfolio
|
Q2 2025
Added 8.37%
|
|
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
Aug 11, 2025 Q2 2025 |
112,101
shares
|
$3.05 Million
0.3% of portfolio
|
Q2 2025
New holding
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
110,152
shares
|
$3 Million
0.09% of portfolio
|
Q3 2021
Reduced 99.68%
|
|
|
Apollon Financial, LLC
Mount Pleasant, SC |
Jul 24, 2025 Q2 2025 |
107,588
shares
|
$2.93 Million
0.6% of portfolio
|
Q2 2025
Reduced 1.29%
|
|
|
Legacy Investment Solutions, LLC
Meridian, ID |
Aug 06, 2025 Q2 2025 |
106,530
shares
|
$2.9 Million
2.35% of portfolio
|
Q2 2025
Added 57.91%
|
|
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
Aug 06, 2025 Q2 2025 |
106,530
shares
|
$2.9 Million
2.35% of portfolio
|
Q2 2025
Added 39.09%
|
|
|
Wealth Watch Advisors, Inc
Englewood, CO |
Aug 01, 2025 Q2 2025 |
103,704
shares
|
$2.82 Million
1.59% of portfolio
|
Q2 2025
Added 42.44%
|