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 156 institutions that hold shares in the stock, with a total of 33.3 Million shares, which have been reported (via 13F filing form) to have a value of $855 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Castleview Partners, LLC
Dallas, TX |
Oct 21, 2024 Q3 2024 |
30,811
shares
|
$791,842
0.54% of portfolio
|
Q3 2024
Reduced 3.49%
|
|
|
Fsa Advisors, Inc.
Troy, MI |
Oct 24, 2024 Q3 2024 |
29,645
shares
|
$761,876
0.73% of portfolio
|
Q3 2024
Added 85.7%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Nov 04, 2024 Q3 2024 |
28,704
shares
|
$737,692
0.02% of portfolio
|
Q3 2024
Reduced 9.65%
|
|
|
Orion Portfolio Solutions, LLC
|
Nov 15, 2024 Q3 2024 |
28,603
shares
|
$735,097
0.01% of portfolio
|
Q3 2024
Added 184.83%
|
|
|
Claro Advisors LLC
Boston, MA |
Nov 07, 2024 Q3 2024 |
27,830
shares
|
$715,231
0.1% of portfolio
|
Q3 2024
Added 51.18%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Oct 15, 2024 Q3 2024 |
27,770
shares
|
$713,689
0.06% of portfolio
|
Q3 2024
Reduced 6.76%
|
|
|
Edge Rock Capital LLC
|
Oct 15, 2024 Q3 2024 |
27,524
shares
|
$707,366
0.5% of portfolio
|
Q2 2024
Reduced 1.78%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Nov 13, 2024 Q3 2024 |
26,676
shares
|
$685,573
0.03% of portfolio
|
Q3 2024
Reduced 4.79%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Nov 14, 2024 Q3 2024 |
26,571
shares
|
$682,874
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Lion Street Advisors, LLC
|
Oct 10, 2024 Q3 2024 |
26,238
shares
|
$674,316
0.23% of portfolio
|
Q2 2024
Added 1.74%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Oct 30, 2024 Q3 2024 |
26,096
shares
|
$670,667
0.03% of portfolio
|
Q3 2024
Reduced 18.92%
|
|
|
Dynamic Advisor Solutions LLC
|
Oct 07, 2024 Q3 2024 |
25,845
shares
|
$664,216
0.02% of portfolio
|
Q3 2024
Reduced 15.98%
|
|
|
Old Mission Capital LLC
|
Nov 14, 2024 Q3 2024 |
24,035
shares
|
$617,699
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Cooper Financial Group
|
Nov 14, 2024 Q3 2024 |
23,417
shares
|
$601,816
0.08% of portfolio
|
Q3 2024
Reduced 10.17%
|
|
|
Mayfair Advisory Group, LLC
Birmingham, AL |
Oct 23, 2024 Q3 2024 |
22,724
shares
|
$584,006
0.37% of portfolio
|
Q3 2024
Added 144.34%
|
|
|
American Institute For Advanced Investment Management, LLP
|
Oct 22, 2024 Q3 2024 |
22,610
shares
|
$581,077
0.4% of portfolio
|
Q3 2024
Added 32.11%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
22,259
shares
|
$572,056
0.01% of portfolio
|
Q2 2024
Reduced 2.25%
|
|
|
Cambridge Advisors Inc.
|
Oct 23, 2024 Q3 2024 |
22,065
shares
|
$567,070
0.12% of portfolio
|
Q3 2024
Reduced 2.22%
|
|
|
Mc Kinley Carter Wealth Services, Inc.
|
Oct 15, 2024 Q3 2024 |
21,912
shares
|
$563,138
0.03% of portfolio
|
Q3 2024
Added 87.09%
|
|
|
Cedrus LLC
Littleton, CO |
Oct 18, 2024 Q3 2024 |
21,552
shares
|
$553,886
0.2% of portfolio
|
Q3 2024
New holding
|
|
|
Vital Stone Financial, LLC
Shavano Park, TX |
Oct 11, 2024 Q3 2024 |
21,196
shares
|
$544,737
0.38% of portfolio
|
Q3 2024
Added 10.75%
|
|
|
Janney Montgomery Scott LLC
|
Oct 29, 2024 Q3 2024 |
20,503
shares
|
$526,927
0.0% of portfolio
|
Q3 2024
Reduced 6.33%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Oct 25, 2024 Q3 2024 |
19,135
shares
|
$491,769
0.01% of portfolio
|
Q3 2024
Reduced 42.2%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2024 Q3 2024 |
18,009
shares
|
$462,831
0.0% of portfolio
|
Q3 2024
Reduced 69.97%
|
|
|
Kestra Private Wealth Services, LLC
|
Nov 13, 2024 Q3 2024 |
17,208
shares
|
$442,245
0.01% of portfolio
|
Q3 2024
Reduced 14.65%
|