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 |
|---|---|---|---|---|---|
|
Mariner, LLC
Overland Park, KS |
May 15, 2025 Q1 2025 |
386,407
shares
|
$10 Million
0.02% of portfolio
|
Q1 2025
Reduced 11.19%
|
|
|
Townsquare Capital LLC
|
May 12, 2025 Q1 2025 |
351,578
shares
|
$9.12 Million
0.1% of portfolio
|
Q1 2025
Added 0.65%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
348,148
shares
|
$9.03 Million
0.29% of portfolio
|
Q3 2022
New holding
|
|
|
Milestone Asset Management, LLC
Pittsburgh, PA |
Apr 09, 2025 Q1 2025 |
311,483
shares
|
$8.08 Million
1.65% of portfolio
|
Q1 2025
Reduced 25.99%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
May 14, 2025 Q1 2025 |
279,979
shares
|
$7.26 Million
0.23% of portfolio
|
Q1 2025
Reduced 0.07%
|
|
|
Atlas Private Wealth Advisors
Matawan, NJ |
Apr 17, 2025 Q1 2025 |
278,320
shares
|
$7.22 Million
1.01% of portfolio
|
Q1 2025
Added 38.08%
|
|
|
Wedbush Securities Inc
|
May 06, 2025 Q1 2025 |
275,866
shares
|
$7.16 Million
0.25% of portfolio
|
Q1 2025
Added 5.74%
|
|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
272,913
shares
|
$7.08 Million
0.03% of portfolio
|
Q1 2025
Added 5.48%
|
|
|
Img Wealth Management, Inc.
Jacksonville, FL |
Apr 23, 2025 Q1 2025 |
264,499
shares
|
$6.86 Million
5.93% of portfolio
|
Q1 2025
Added 7.52%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
260,732
shares
|
$6.76 Million
0.0% of portfolio
|
Q1 2025
Added 164.18%
|
|
|
Integrity Financial Corp
|
May 12, 2025 Q1 2025 |
252,266
shares
|
$6.54 Million
3.8% of portfolio
|
Q1 2025
Reduced 1.64%
|
|
|
Synovus Financial Corp
Columbus, GA |
May 14, 2025 Q1 2025 |
210,229
shares
|
$5.45 Million
0.07% of portfolio
|
Q1 2025
Added 43.46%
|
|
|
Jacobi Capital Management LLC
|
May 27, 2025 Q1 2025 |
185,964
shares
|
$4.82 Million
0.36% of portfolio
|
Q1 2025
Added 5.18%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
May 09, 2025 Q1 2025 |
178,368
shares
|
$4.63 Million
0.06% of portfolio
|
Q1 2025
Reduced 31.95%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
May 01, 2025 Q1 2025 |
170,622
shares
|
$4.43 Million
0.14% of portfolio
|
Q1 2025
Added 79.17%
|
|
|
Advisory Services Network, LLC
|
May 15, 2025 Q1 2025 |
159,109
shares
|
$4.13 Million
0.08% of portfolio
|
Q1 2025
Reduced 15.11%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Apr 21, 2025 Q1 2025 |
126,543
shares
|
$3.28 Million
0.01% of portfolio
|
Q1 2025
Reduced 42.97%
|
|
|
Maia Wealth LLC
Denver, CO |
May 12, 2025 Q1 2025 |
125,354
shares
|
$3.25 Million
0.7% of portfolio
|
Q1 2025
Reduced 1.71%
|
|
|
Iams Wealth Management, LLC
Omaha, NE |
Apr 10, 2025 Q1 2025 |
120,467
shares
|
$3.12 Million
1.38% of portfolio
|
Q1 2025
Added 25.43%
|
|
|
Integrated Wealth Concepts LLC
|
May 15, 2025 Q1 2025 |
117,111
shares
|
$3.04 Million
0.04% of portfolio
|
Q1 2025
Added 9.09%
|
|
|
Simplicity Wealth,Llc
|
Apr 14, 2025 Q1 2025 |
117,062
shares
|
$3.04 Million
0.24% of portfolio
|
Q1 2025
New holding
|
|
|
Kestra Private Wealth Services, LLC
|
May 05, 2025 Q1 2025 |
113,505
shares
|
$2.94 Million
0.05% of portfolio
|
Q1 2025
Added 348.62%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
110,152
shares
|
$2.86 Million
0.09% of portfolio
|
Q3 2021
Reduced 99.68%
|
|
|
Apollon Financial, LLC
Mount Pleasant, SC |
May 01, 2025 Q1 2025 |
108,989
shares
|
$2.83 Million
0.64% of portfolio
|
Q1 2025
Added 3.9%
|
|
|
Tyler Stone Wealth Management
Beachwood, OH |
May 13, 2025 Q1 2025 |
108,312
shares
|
$2.81 Million
0.52% of portfolio
|
Q1 2025
Reduced 14.32%
|