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 171 institutions that hold shares in the stock, with a total of 37.2 Million shares, which have been reported (via 13F filing form) to have a value of $923 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Townsquare Capital LLC
|
Feb 13, 2025 Q4 2024 |
349,302
shares
|
$8.68 Million
0.1% of portfolio
|
Q4 2024
Reduced 0.22%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
348,148
shares
|
$8.65 Million
0.29% of portfolio
|
Q3 2022
New holding
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
280,185
shares
|
$6.96 Million
0.24% of portfolio
|
Q4 2024
Reduced 1.94%
|
|
|
Independent Advisor Alliance
|
Feb 07, 2025 Q4 2024 |
277,556
shares
|
$6.9 Million
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jan 31, 2025 Q4 2024 |
262,112
shares
|
$6.51 Million
0.08% of portfolio
|
Q4 2024
Added 6.23%
|
|
|
Wedbush Securities Inc
|
Feb 12, 2025 Q4 2024 |
260,880
shares
|
$6.48 Million
0.24% of portfolio
|
Q4 2024
Reduced 1.81%
|
|
|
Cwm, LLC
|
Feb 04, 2025 Q4 2024 |
258,740
shares
|
$6.43 Million
0.03% of portfolio
|
Q4 2024
Added 25.79%
|
|
|
Integrity Financial Corp
|
Feb 13, 2025 Q4 2024 |
256,481
shares
|
$6.37 Million
3.98% of portfolio
|
Q4 2024
Reduced 2.41%
|
|
|
Img Wealth Management, Inc.
Jacksonville, FL |
Feb 10, 2025 Q4 2024 |
245,996
shares
|
$6.11 Million
5.81% of portfolio
|
Q4 2024
New holding
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Feb 10, 2025 Q4 2024 |
221,899
shares
|
$5.51 Million
0.02% of portfolio
|
Q4 2024
Added 9.19%
|
|
|
Walkner Condon Financial Advisors LLC
|
Jan 29, 2025 Q4 2024 |
216,209
shares
|
$5.37 Million
1.15% of portfolio
|
Q4 2024
Added 0.69%
|
|
|
Atlas Private Wealth Advisors
Matawan, NJ |
Jan 21, 2025 Q4 2024 |
201,562
shares
|
$5.01 Million
0.75% of portfolio
|
Q4 2024
New holding
|
|
|
Advisory Services Network, LLC
|
Feb 13, 2025 Q4 2024 |
187,422
shares
|
$4.66 Million
0.09% of portfolio
|
Q4 2024
Added 14.94%
|
|
|
Jacobi Capital Management LLC
|
Feb 05, 2025 Q4 2024 |
176,800
shares
|
$4.39 Million
0.35% of portfolio
|
Q4 2024
Added 39.78%
|
|
|
Kestra Advisory Services, LLC
|
Feb 10, 2025 Q4 2024 |
155,520
shares
|
$3.86 Million
0.02% of portfolio
|
Q4 2024
Added 8.06%
|
|
|
Synovus Financial Corp
Columbus, GA |
Feb 13, 2025 Q4 2024 |
146,542
shares
|
$3.64 Million
0.05% of portfolio
|
Q4 2024
Added 5.32%
|
|
|
Maia Wealth LLC
Denver, CO |
Feb 05, 2025 Q4 2024 |
127,536
shares
|
$3.17 Million
0.71% of portfolio
|
Q4 2024
Reduced 0.02%
|
|
|
Avantax Advisory Services, Inc.
|
Feb 07, 2025 Q4 2024 |
126,508
shares
|
$3.14 Million
0.02% of portfolio
|
Q4 2024
Added 1.6%
|
|
|
Tyler Stone Wealth Management
Beachwood, OH |
Feb 11, 2025 Q4 2024 |
126,416
shares
|
$3.14 Million
0.6% of portfolio
|
Q4 2024
Added 73.07%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
110,152
shares
|
$2.74 Million
0.09% of portfolio
|
Q3 2021
Reduced 99.68%
|
|
|
Integrated Wealth Concepts LLC
|
Feb 14, 2025 Q4 2024 |
107,348
shares
|
$2.67 Million
0.03% of portfolio
|
Q4 2024
Added 6.58%
|
|
|
Apollon Financial, LLC
Mount Pleasant, SC |
Jan 28, 2025 Q4 2024 |
104,894
shares
|
$2.61 Million
0.66% of portfolio
|
Q3 2024
New holding
|
|
|
Centaurus Financial, Inc.
|
Mar 12, 2025 Q4 2024 |
101,198
shares
|
$2.51 Million
0.18% of portfolio
|
Q4 2024
Added 5.09%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
98,693
shares
|
$2.45 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Ifg Advisory, LLC
|
Feb 14, 2025 Q4 2024 |
96,520
shares
|
$2.4 Million
0.14% of portfolio
|
Q4 2024
Added 1.45%
|