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 $700 Million.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Andina Capital Management, LLC
Lehi, UT |
Apr 15, 2024 Q1 2024 |
240,292
shares
|
$5.88 Million
4.43% of portfolio
|
Q1 2024
Reduced 10.99%
|
|
Harbour Investments, Inc.
Madison, WI |
Feb 16, 2024 Q4 2023 |
236,852
shares
|
$5.8 Million
0.23% of portfolio
|
Q4 2023
Added 8.89%
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2024 Q1 2024 |
220,472
shares
|
$5.4 Million
0.0% of portfolio
|
Q1 2024
Added 18.83%
|
|
Atria Wealth Solutions, Inc.
New York, NY |
May 13, 2024 Q1 2024 |
216,731
shares
|
$5.31 Million
0.06% of portfolio
|
Q1 2024
Added 16.78%
|
|
Wedbush Securities Inc
|
May 14, 2024 Q1 2024 |
201,319
shares
|
$4.93 Million
0.18% of portfolio
|
Q1 2024
New holding
|
|
Cwm, LLC
|
Jul 09, 2024 Q2 2024 |
179,609
shares
|
$4.4 Million
0.02% of portfolio
|
Q2 2024
Reduced 31.15%
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
May 06, 2024 Q1 2024 |
159,327
shares
|
$3.9 Million
0.01% of portfolio
|
Q1 2024
Added 28.41%
|
|
Advisory Services Network, LLC
|
May 06, 2024 Q1 2024 |
158,524
shares
|
$3.88 Million
0.09% of portfolio
|
Q1 2024
Reduced 1.91%
|
|
Kestra Advisory Services, LLC
|
May 15, 2024 Q1 2024 |
146,134
shares
|
$3.58 Million
0.02% of portfolio
|
Q1 2024
Reduced 47.04%
|
|
Maia Wealth LLC
Denver, CO |
Feb 13, 2024 Q4 2023 |
126,090
shares
|
$3.09 Million
1.16% of portfolio
|
Q4 2023
New holding
|
|
Jacobi Capital Management LLC
|
May 10, 2024 Q1 2024 |
111,637
shares
|
$2.73 Million
0.24% of portfolio
|
Q1 2024
Added 567.33%
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
110,152
shares
|
$2.7 Million
0.09% of portfolio
|
Q3 2021
Reduced 99.68%
|
|
Synovus Financial Corp
Columbus, GA |
May 14, 2024 Q1 2024 |
108,583
shares
|
$2.66 Million
0.03% of portfolio
|
Q1 2024
Added 195.8%
|
|
Avantax Advisory Services, Inc.
|
May 08, 2024 Q1 2024 |
104,829
shares
|
$2.57 Million
0.02% of portfolio
|
Q1 2024
Added 64.51%
|
|
Centaurus Financial, Inc.
|
May 14, 2024 Q1 2024 |
95,892
shares
|
$2.35 Million
0.17% of portfolio
|
Q1 2024
Reduced 0.17%
|
|
Catalyst Wealth Management, LLC
Atlanta, GA |
Apr 11, 2023 Q1 2023 |
94,632
shares
|
$2.32 Million
1.81% of portfolio
|
Q1 2023
Reduced 8.53%
|
|
Ifg Advisory, LLC
|
May 06, 2024 Q1 2024 |
90,281
shares
|
$2.21 Million
0.16% of portfolio
|
Q1 2024
Added 143.9%
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
May 10, 2024 Q1 2024 |
84,489
shares
|
$2.07 Million
0.03% of portfolio
|
Q1 2024
Added 0.79%
|
|
Arkadios Wealth Advisors
|
Apr 30, 2024 Q1 2024 |
83,771
shares
|
$2.05 Million
0.16% of portfolio
|
Q1 2024
Added 6.27%
|
|
Tradition Wealth Management, LLC
|
May 13, 2024 Q1 2024 |
81,506
shares
|
$2 Million
0.2% of portfolio
|
Q1 2024
New holding
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
May 09, 2024 Q1 2024 |
81,422
shares
|
$1.99 Million
0.05% of portfolio
|
Q1 2024
Reduced 6.16%
|
|
Brookstone Capital Management
|
Apr 15, 2024 Q1 2024 |
79,275
shares
|
$1.94 Million
0.04% of portfolio
|
Q1 2024
Added 7.87%
|
|
Jane Street Group, LLC
New York, NY |
May 15, 2024 Q1 2024 |
77,861
shares
|
$1.91 Million
0.0% of portfolio
|
Q1 2024
Added 610.67%
|
|
Prostatis Group LLC
Hanover, MD |
Aug 14, 2023 Q2 2023 |
69,531
shares
|
$1.7 Million
0.03% of portfolio
|
Q2 2023
New holding
|
|
Ae Wealth Management LLC
|
May 15, 2024 Q1 2024 |
68,397
shares
|
$1.68 Million
0.02% of portfolio
|
Q1 2024
Reduced 97.82%
|