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 $1.2 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Centaurus Financial, Inc.
|
Aug 29, 2025 Q2 2025 |
99,994
shares
|
$2.76 Million
0.19% of portfolio
|
Q2 2025
Reduced 2.77%
|
|
|
Catalyst Wealth Management, LLC
Atlanta, GA |
Apr 11, 2023 Q1 2023 |
94,632
shares
|
$2.61 Million
1.81% of portfolio
|
Q1 2023
Reduced 8.53%
|
|
|
Precedent Wealth Partners, LLC
Houston, TX |
Oct 14, 2025 Q3 2025 |
93,618
shares
|
$2.58 Million
0.57% of portfolio
|
Q3 2025
Added 8.0%
|
|
|
Ifg Advisory, LLC
|
Aug 04, 2025 Q2 2025 |
88,748
shares
|
$2.45 Million
0.12% of portfolio
|
Q2 2025
Reduced 16.37%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
83,669
shares
|
$2.31 Million
0.01% of portfolio
|
Q2 2025
Added 1.02%
|
|
|
Maia Wealth LLC
Denver, CO |
Aug 12, 2025 Q2 2025 |
82,743
shares
|
$2.28 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
|
$2.25 Million
0.04% of portfolio
|
Q2 2025
Reduced 0.67%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Aug 15, 2025 Q2 2025 |
80,799
shares
|
$2.23 Million
0.02% of portfolio
|
Q2 2025
Added 7.28%
|
|
|
Iams Wealth Management, LLC
Omaha, NE |
Oct 15, 2025 Q3 2025 |
77,845
shares
|
$2.15 Million
0.86% of portfolio
|
Q3 2025
Added 68.39%
|
|
|
Tradition Wealth Management, LLC
|
Aug 12, 2025 Q2 2025 |
66,961
shares
|
$1.85 Million
0.16% of portfolio
|
Q2 2025
Reduced 2.76%
|
|
|
Coppell Advisory Solutions Corp.
Coppell, TX |
May 15, 2024 Q1 2024 |
66,725
shares
|
$1.84 Million
0.3% of portfolio
|
Q1 2024
New holding
|
|
|
Gps Wealth Strategies Group, LLC
|
Aug 05, 2025 Q2 2025 |
66,202
shares
|
$1.83 Million
0.21% of portfolio
|
Q2 2025
Added 15.52%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
58,263
shares
|
$1.61 Million
0.0% of portfolio
|
Q2 2025
Reduced 12.79%
|
|
|
Ergawealth Advisors, Inc.
Oak Brook, IL |
Oct 20, 2025 Q3 2025 |
54,447
shares
|
$1.5 Million
0.7% of portfolio
|
Q3 2025
Reduced 2.82%
|
|
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
Jul 30, 2025 Q2 2025 |
53,960
shares
|
$1.49 Million
0.75% of portfolio
|
Q2 2025
Added 3.92%
|
|
|
Stone X Group Inc.
|
Aug 13, 2025 Q2 2025 |
53,431
shares
|
$1.47 Million
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Walkner Condon Financial Advisors LLC
|
Aug 06, 2025 Q2 2025 |
53,124
shares
|
$1.47 Million
0.27% of portfolio
|
Q2 2025
Reduced 25.73%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Aug 11, 2025 Q2 2025 |
53,075
shares
|
$1.46 Million
0.03% of portfolio
|
Q2 2025
Added 20.77%
|
|
|
Arkadios Wealth Advisors
|
Aug 04, 2025 Q2 2025 |
52,466
shares
|
$1.45 Million
0.04% of portfolio
|
Q2 2025
Reduced 1.52%
|
|
|
Foundations Investment Advisors, LLC
|
Aug 08, 2025 Q2 2025 |
50,158
shares
|
$1.38 Million
0.02% of portfolio
|
Q2 2025
Reduced 11.26%
|
|
|
Echo Wealth Management, LLC
|
Oct 22, 2025 Q3 2025 |
50,107
shares
|
$1.38 Million
0.91% of portfolio
|
Q3 2025
Reduced 8.2%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Aug 12, 2025 Q2 2025 |
45,101
shares
|
$1.24 Million
0.06% of portfolio
|
Q2 2025
Reduced 6.16%
|
|
|
Maridea Wealth Management LLC
Brooklyn, NY |
Jul 15, 2025 Q2 2025 |
44,119
shares
|
$1.22 Million
0.31% of portfolio
|
Q2 2025
Added 9.73%
|
|
|
Claro Advisors LLC
Boston, MA |
Aug 05, 2025 Q2 2025 |
41,916
shares
|
$1.16 Million
0.2% of portfolio
|
Q2 2025
Added 16.54%
|
|
|
Ae Wealth Management LLC
|
Aug 06, 2025 Q2 2025 |
41,523
shares
|
$1.15 Million
0.01% of portfolio
|
Q2 2025
Reduced 3.81%
|