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 |
|---|---|---|---|---|---|
|
Ifg Advisory, LLC
|
May 08, 2025 Q1 2025 |
106,121
shares
|
$2.75 Million
0.15% of portfolio
|
Q1 2025
Added 9.95%
|
|
|
Centaurus Financial, Inc.
|
May 14, 2025 Q1 2025 |
102,844
shares
|
$2.67 Million
0.18% of portfolio
|
Q1 2025
Added 1.63%
|
|
|
Catalyst Wealth Management, LLC
Atlanta, GA |
Apr 11, 2023 Q1 2023 |
94,632
shares
|
$2.45 Million
1.81% of portfolio
|
Q1 2023
Reduced 8.53%
|
|
|
Avantax Advisory Services, Inc.
|
May 06, 2025 Q1 2025 |
82,821
shares
|
$2.15 Million
0.01% of portfolio
|
Q1 2025
Reduced 34.53%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
May 02, 2025 Q1 2025 |
82,077
shares
|
$2.13 Million
0.04% of portfolio
|
Q1 2025
Added 4.62%
|
|
|
Jane Street Group, LLC
New York, NY |
May 19, 2025 Q1 2025 |
79,347
shares
|
$2.06 Million
0.0% of portfolio
|
Q1 2025
Added 136.45%
|
|
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
May 16, 2025 Q1 2025 |
76,593
shares
|
$1.99 Million
1.57% of portfolio
|
Q1 2025
Added 13.54%
|
|
|
Equitable Holdings, Inc.
New York, NY |
May 13, 2025 Q1 2025 |
75,316
shares
|
$1.95 Million
0.02% of portfolio
|
Q1 2025
Added 6.2%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
May 15, 2025 Q1 2025 |
74,467
shares
|
$1.93 Million
0.09% of portfolio
|
Q1 2025
Added 2.55%
|
|
|
Wealth Watch Advisors, Inc
Englewood, CO |
May 15, 2025 Q1 2025 |
72,807
shares
|
$1.89 Million
1.48% of portfolio
|
Q1 2025
Added 18.49%
|
|
|
Walkner Condon Financial Advisors LLC
|
Apr 22, 2025 Q1 2025 |
71,532
shares
|
$1.86 Million
0.37% of portfolio
|
Q1 2025
Reduced 66.92%
|
|
|
Precedent Wealth Partners, LLC
Houston, TX |
Apr 17, 2025 Q1 2025 |
71,163
shares
|
$1.85 Million
0.49% of portfolio
|
Q1 2025
Added 2.59%
|
|
|
Tradition Wealth Management, LLC
|
May 14, 2025 Q1 2025 |
68,864
shares
|
$1.79 Million
0.16% of portfolio
|
Q1 2025
Reduced 8.09%
|
|
|
Legacy Investment Solutions, LLC
Meridian, ID |
Feb 13, 2025 Q4 2024 |
67,461
shares
|
$1.75 Million
1.23% of portfolio
|
Q4 2024
Added 107.6%
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 13, 2025 Q1 2025 |
66,808
shares
|
$1.73 Million
0.0% of portfolio
|
Q1 2025
Added 290.19%
|
|
|
Coppell Advisory Solutions Corp.
Coppell, TX |
May 15, 2024 Q1 2024 |
66,725
shares
|
$1.73 Million
0.3% of portfolio
|
Q1 2024
New holding
|
|
|
Ergawealth Advisors, Inc.
Oak Brook, IL |
Apr 22, 2025 Q1 2025 |
63,808
shares
|
$1.66 Million
0.79% of portfolio
|
Q1 2025
Added 5.81%
|
|
|
Pallas Capital Advisors LLC
Braintree, MA |
Apr 14, 2025 Q1 2025 |
58,590
shares
|
$1.52 Million
0.06% of portfolio
|
Q1 2025
Added 245.42%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
May 14, 2025 Q1 2025 |
58,137
shares
|
$1.51 Million
0.0% of portfolio
|
Q1 2025
Reduced 12.02%
|
|
|
Gps Wealth Strategies Group, LLC
|
Apr 15, 2025 Q1 2025 |
57,307
shares
|
$1.49 Million
0.2% of portfolio
|
Q1 2025
Reduced 5.21%
|
|
|
Richmond Investment Services, LLC
Mequon, WI |
May 14, 2025 Q1 2025 |
56,897
shares
|
$1.48 Million
0.77% of portfolio
|
Q1 2025
New holding
|
|
|
Foundations Investment Advisors, LLC
|
May 07, 2025 Q1 2025 |
56,524
shares
|
$1.47 Million
0.03% of portfolio
|
Q1 2025
Reduced 12.24%
|
|
|
Arkadios Wealth Advisors
|
May 08, 2025 Q1 2025 |
53,274
shares
|
$1.38 Million
0.05% of portfolio
|
Q1 2025
Reduced 1.56%
|
|
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
Apr 29, 2025 Q1 2025 |
51,927
shares
|
$1.35 Million
0.8% of portfolio
|
Q1 2025
Added 14.92%
|
|
|
Echo Wealth Management, LLC
|
Apr 22, 2025 Q1 2025 |
49,537
shares
|
$1.28 Million
0.94% of portfolio
|
Q1 2025
Added 152.88%
|