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 140 institutions that hold shares in the stock, with a total of 31.1 Million shares, which have been reported (via 13F filing form) to have a value of $778 Million.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
Aug 02, 2024 Q2 2024 |
69,787
shares
|
$1.74 Million
0.09% of portfolio
|
Q2 2024
Added 39.47%
|
|
Prostatis Group LLC
Hanover, MD |
Aug 14, 2023 Q2 2023 |
69,531
shares
|
$1.74 Million
0.03% of portfolio
|
Q2 2023
New holding
|
|
Coppell Advisory Solutions Corp.
Coppell, TX |
May 15, 2024 Q1 2024 |
66,725
shares
|
$1.67 Million
0.3% of portfolio
|
Q1 2024
New holding
|
|
Foundations Investment Advisors, LLC
|
Aug 02, 2024 Q2 2024 |
63,848
shares
|
$1.6 Million
0.04% of portfolio
|
Q2 2024
Reduced 1.12%
|
|
Prospera Financial Services Inc
|
Aug 13, 2024 Q2 2024 |
60,329
shares
|
$1.51 Million
0.04% of portfolio
|
Q2 2024
Reduced 78.56%
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Aug 15, 2024 Q2 2024 |
59,973
shares
|
$1.5 Million
0.0% of portfolio
|
Q2 2024
Added 157.3%
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Jul 26, 2024 Q2 2024 |
54,844
shares
|
$1.37 Million
0.1% of portfolio
|
Q2 2024
Reduced 1.95%
|
|
Arkadios Wealth Advisors
|
Jul 29, 2024 Q2 2024 |
51,034
shares
|
$1.28 Million
0.09% of portfolio
|
Q2 2024
Reduced 39.08%
|
|
Core Cap Advisors, LLC
Southfield, MI |
Aug 08, 2024 Q2 2024 |
50,321
shares
|
$1.26 Million
0.13% of portfolio
|
Q1 2024
Reduced 67.92%
|
|
First Heartland Consultants, Inc.
|
Jul 25, 2024 Q2 2024 |
44,057
shares
|
$1.1 Million
0.07% of portfolio
|
Q2 2024
Added 9.63%
|
|
Tfb Advisors LLC
Overland Park, KS |
Jul 30, 2024 Q2 2024 |
43,387
shares
|
$1.08 Million
0.35% of portfolio
|
Q2 2024
Added 1.81%
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Jul 30, 2024 Q2 2024 |
43,386
shares
|
$1.08 Million
0.03% of portfolio
|
Q1 2024
Added 33.36%
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Aug 14, 2024 Q2 2024 |
40,829
shares
|
$1.02 Million
0.0% of portfolio
|
Q2 2024
Added 88.72%
|
|
Davies Financial Advisors, Inc.
Murrieta, CA |
Jul 30, 2024 Q2 2024 |
40,689
shares
|
$1.02 Million
0.92% of portfolio
|
Q2 2024
Added 4.75%
|
|
Financial Strategies Group, Inc.
|
Jul 17, 2024 Q2 2024 |
39,397
shares
|
$984,925
0.24% of portfolio
|
Q2 2024
Reduced 3.35%
|
|
Equitable Holdings, Inc.
New York, NY |
Aug 14, 2024 Q2 2024 |
35,258
shares
|
$881,450
0.01% of portfolio
|
Q2 2024
Added 38.06%
|
|
Tyler Stone Wealth Management
Beachwood, OH |
Aug 14, 2024 Q2 2024 |
33,737
shares
|
$843,425
0.35% of portfolio
|
Q2 2024
Added 79.14%
|
|
Legacy Financial Group LLC
|
Jul 17, 2024 Q2 2024 |
33,294
shares
|
$832,350
0.16% of portfolio
|
Q2 2024
Reduced 15.51%
|
|
Mutual Advisors, LLC
Casper, WY |
Jul 30, 2024 Q2 2024 |
33,106
shares
|
$827,650
0.02% of portfolio
|
Q2 2024
Reduced 8.67%
|
|
L.M. Kohn & Company
|
Jul 30, 2024 Q2 2024 |
33,010
shares
|
$825,250
0.22% of portfolio
|
Q2 2024
Added 14.15%
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jul 29, 2024 Q2 2024 |
32,186
shares
|
$804,650
0.03% of portfolio
|
Q2 2024
Added 5.95%
|
|
Castleview Partners, LLC
Dallas, TX |
Jul 31, 2024 Q2 2024 |
31,924
shares
|
$798,100
0.55% of portfolio
|
Q2 2024
Reduced 12.99%
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Jul 19, 2024 Q2 2024 |
31,771
shares
|
$794,275
0.02% of portfolio
|
Q2 2024
Reduced 13.53%
|
|
Dynamic Advisor Solutions LLC
|
Jul 15, 2024 Q2 2024 |
30,761
shares
|
$769,025
0.02% of portfolio
|
Q2 2024
Reduced 7.51%
|
|
Nbc Securities, Inc.
Birmingham, AL |
Jul 10, 2024 Q2 2024 |
29,783
shares
|
$744,575
0.07% of portfolio
|
Q2 2024
Added 4.77%
|