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 |
|---|---|---|---|---|---|
|
Iams Wealth Management, LLC
Omaha, NE |
Jan 23, 2025 Q4 2024 |
96,045
shares
|
$2.39 Million
1.12% of portfolio
|
Q4 2024
Added 30.16%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Feb 03, 2025 Q4 2024 |
95,231
shares
|
$2.37 Million
0.08% of portfolio
|
Q4 2024
Added 110.23%
|
|
|
Catalyst Wealth Management, LLC
Atlanta, GA |
Apr 11, 2023 Q1 2023 |
94,632
shares
|
$2.35 Million
1.81% of portfolio
|
Q1 2023
Reduced 8.53%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
89,210
shares
|
$2.22 Million
0.03% of portfolio
|
Q4 2024
Added 9.95%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Jan 28, 2025 Q4 2024 |
78,453
shares
|
$1.95 Million
0.04% of portfolio
|
Q4 2024
Added 1.03%
|
|
|
Tradition Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
74,926
shares
|
$1.86 Million
0.18% of portfolio
|
Q4 2024
Added 1.36%
|
|
|
Ae Wealth Management LLC
|
Feb 13, 2025 Q4 2024 |
73,914
shares
|
$1.84 Million
0.02% of portfolio
|
Q4 2024
Reduced 27.31%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
Jan 29, 2025 Q4 2024 |
72,617
shares
|
$1.8 Million
0.09% of portfolio
|
Q4 2024
Added 6.68%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Feb 12, 2025 Q4 2024 |
70,921
shares
|
$1.76 Million
0.02% of portfolio
|
Q4 2024
Added 56.27%
|
|
|
Precedent Wealth Partners, LLC
Houston, TX |
Jan 21, 2025 Q4 2024 |
69,368
shares
|
$1.72 Million
0.58% of portfolio
|
Q4 2024
Added 81.89%
|
|
|
Legacy Investment Solutions, LLC
Meridian, ID |
Feb 13, 2025 Q4 2024 |
67,461
shares
|
$1.68 Million
1.23% of portfolio
|
Q4 2024
Added 107.6%
|
|
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
Feb 13, 2025 Q4 2024 |
67,461
shares
|
$1.68 Million
1.23% of portfolio
|
Q4 2024
Added 107.6%
|
|
|
Coppell Advisory Solutions Corp.
Coppell, TX |
May 15, 2024 Q1 2024 |
66,725
shares
|
$1.66 Million
0.3% of portfolio
|
Q1 2024
New holding
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Feb 14, 2025 Q4 2024 |
66,079
shares
|
$1.64 Million
0.0% of portfolio
|
Q4 2024
Added 266.92%
|
|
|
Foundations Investment Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
64,407
shares
|
$1.6 Million
0.03% of portfolio
|
Q4 2024
Added 4.69%
|
|
|
Gps Wealth Strategies Group, LLC
|
Jan 24, 2025 Q4 2024 |
60,458
shares
|
$1.5 Million
0.21% of portfolio
|
Q4 2024
Added 9.37%
|
|
|
Ergawealth Advisors, Inc.
Oak Brook, IL |
Feb 05, 2025 Q4 2024 |
60,305
shares
|
$1.5 Million
0.76% of portfolio
|
Q4 2024
Added 1.13%
|
|
|
Slt Holdings LLC
Scottsdale, AZ |
Feb 07, 2025 Q4 2024 |
55,934
shares
|
$1.39 Million
1.32% of portfolio
|
Q4 2024
New holding
|
|
|
Arkadios Wealth Advisors
|
Jan 15, 2025 Q4 2024 |
54,117
shares
|
$1.34 Million
0.08% of portfolio
|
Q4 2024
Added 23.58%
|
|
|
Tfb Advisors LLC
Overland Park, KS |
Jan 29, 2025 Q4 2024 |
53,372
shares
|
$1.33 Million
0.39% of portfolio
|
Q4 2024
Added 20.03%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Feb 14, 2025 Q4 2024 |
46,532
shares
|
$1.16 Million
0.06% of portfolio
|
Q4 2024
Reduced 4.01%
|
|
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
Jan 29, 2025 Q4 2024 |
45,187
shares
|
$1.12 Million
0.7% of portfolio
|
Q4 2024
Added 21.59%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Jan 30, 2025 Q4 2024 |
43,946
shares
|
$1.09 Million
0.03% of portfolio
|
Q4 2024
Added 31.14%
|
|
|
Financial Strategies Group, Inc.
|
Jan 24, 2025 Q4 2024 |
39,188
shares
|
$973,821
0.24% of portfolio
|
Q4 2024
Reduced 0.21%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Jan 23, 2025 Q4 2024 |
39,010
shares
|
$969,398
0.06% of portfolio
|
Q4 2024
Reduced 28.74%
|