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 |
|---|---|---|---|---|---|
|
Centaurus Financial, Inc.
|
Aug 29, 2025 Q2 2025 |
99,994
shares
|
$2.72 Million
0.19% of portfolio
|
Q2 2025
Reduced 2.77%
|
|
|
Catalyst Wealth Management, LLC
Atlanta, GA |
Apr 11, 2023 Q1 2023 |
94,632
shares
|
$2.58 Million
1.81% of portfolio
|
Q1 2023
Reduced 8.53%
|
|
|
Ifg Advisory, LLC
|
Aug 04, 2025 Q2 2025 |
88,748
shares
|
$2.42 Million
0.12% of portfolio
|
Q2 2025
Reduced 16.37%
|
|
|
Precedent Wealth Partners, LLC
Houston, TX |
Jul 21, 2025 Q2 2025 |
86,687
shares
|
$2.36 Million
0.56% of portfolio
|
Q2 2025
Added 21.81%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
83,669
shares
|
$2.28 Million
0.01% of portfolio
|
Q2 2025
Added 1.02%
|
|
|
Maia Wealth LLC
Denver, CO |
Aug 12, 2025 Q2 2025 |
82,743
shares
|
$2.25 Million
0.42% of portfolio
|
Q2 2025
Reduced 33.99%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Aug 08, 2025 Q2 2025 |
81,531
shares
|
$2.22 Million
0.04% of portfolio
|
Q2 2025
Reduced 0.67%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Aug 15, 2025 Q2 2025 |
80,799
shares
|
$2.2 Million
0.02% of portfolio
|
Q2 2025
Added 7.28%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
May 15, 2025 Q1 2025 |
74,467
shares
|
$2.03 Million
0.09% of portfolio
|
Q1 2025
Added 2.55%
|
|
|
Tradition Wealth Management, LLC
|
Aug 12, 2025 Q2 2025 |
66,961
shares
|
$1.82 Million
0.16% of portfolio
|
Q2 2025
Reduced 2.76%
|
|
|
Coppell Advisory Solutions Corp.
Coppell, TX |
May 15, 2024 Q1 2024 |
66,725
shares
|
$1.82 Million
0.3% of portfolio
|
Q1 2024
New holding
|
|
|
Gps Wealth Strategies Group, LLC
|
Aug 05, 2025 Q2 2025 |
66,202
shares
|
$1.8 Million
0.21% of portfolio
|
Q2 2025
Added 15.52%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
58,263
shares
|
$1.59 Million
0.0% of portfolio
|
Q2 2025
Reduced 12.79%
|
|
|
Ergawealth Advisors, Inc.
Oak Brook, IL |
Jul 22, 2025 Q2 2025 |
56,029
shares
|
$1.53 Million
0.67% of portfolio
|
Q2 2025
Reduced 12.19%
|
|
|
Echo Wealth Management, LLC
|
Jul 21, 2025 Q2 2025 |
54,585
shares
|
$1.49 Million
1.0% of portfolio
|
Q2 2025
Added 10.19%
|
|
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
Jul 30, 2025 Q2 2025 |
53,960
shares
|
$1.47 Million
0.75% of portfolio
|
Q2 2025
Added 3.92%
|
|
|
Stone X Group Inc.
|
Aug 13, 2025 Q2 2025 |
53,431
shares
|
$1.45 Million
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Walkner Condon Financial Advisors LLC
|
Aug 06, 2025 Q2 2025 |
53,124
shares
|
$1.45 Million
0.27% of portfolio
|
Q2 2025
Reduced 25.73%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Aug 11, 2025 Q2 2025 |
53,075
shares
|
$1.44 Million
0.03% of portfolio
|
Q2 2025
Added 20.77%
|
|
|
Arkadios Wealth Advisors
|
Aug 04, 2025 Q2 2025 |
52,466
shares
|
$1.43 Million
0.04% of portfolio
|
Q2 2025
Reduced 1.52%
|
|
|
Foundations Investment Advisors, LLC
|
Aug 08, 2025 Q2 2025 |
50,158
shares
|
$1.37 Million
0.02% of portfolio
|
Q2 2025
Reduced 11.26%
|
|
|
Iams Wealth Management, LLC
Omaha, NE |
Jul 14, 2025 Q2 2025 |
46,230
shares
|
$1.26 Million
0.56% of portfolio
|
Q2 2025
Reduced 61.62%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Aug 12, 2025 Q2 2025 |
45,101
shares
|
$1.23 Million
0.06% of portfolio
|
Q2 2025
Reduced 6.16%
|
|
|
Slt Holdings LLC
Scottsdale, AZ |
Jul 24, 2025 Q2 2025 |
44,764
shares
|
$1.22 Million
0.89% of portfolio
|
Q2 2025
Reduced 7.75%
|
|
|
Maridea Wealth Management LLC
Brooklyn, NY |
Jul 15, 2025 Q2 2025 |
44,119
shares
|
$1.2 Million
0.31% of portfolio
|
Q2 2025
Added 9.73%
|