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 $1.18 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Claro Advisors LLC
Boston, MA |
Aug 05, 2025 Q2 2025 |
41,916
shares
|
$1.14 Million
0.2% of portfolio
|
Q2 2025
Added 16.54%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Aug 14, 2025 Q2 2025 |
41,733
shares
|
$1.14 Million
0.05% of portfolio
|
Q2 2025
Reduced 9.11%
|
|
|
Ae Wealth Management LLC
|
Aug 06, 2025 Q2 2025 |
41,523
shares
|
$1.13 Million
0.01% of portfolio
|
Q2 2025
Reduced 3.81%
|
|
|
Financial Strategies Group, Inc.
|
Aug 13, 2025 Q2 2025 |
41,511
shares
|
$1.13 Million
0.23% of portfolio
|
Q2 2025
Added 4.89%
|
|
|
Life Wealth Investments, LLC
Winter Garden, FL |
Jul 30, 2025 Q2 2025 |
36,581
shares
|
$995,734
0.32% of portfolio
|
Q2 2025
Added 2.24%
|
|
|
Steward Partners Investment Advisory, LLC
|
Aug 12, 2025 Q2 2025 |
36,385
shares
|
$990,399
0.01% of portfolio
|
Q2 2025
Added 25.46%
|
|
|
Tounjian Advisory Partners, LLC
Fort Myers, FL |
Jul 09, 2025 Q2 2025 |
34,163
shares
|
$929,916
0.17% of portfolio
|
Q1 2025
New holding
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Aug 13, 2025 Q2 2025 |
33,980
shares
|
$924,935
0.03% of portfolio
|
Q2 2025
Added 1.14%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 25, 2025 Q2 2025 |
33,946
shares
|
$924,010
0.02% of portfolio
|
Q2 2025
Reduced 80.97%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Jul 25, 2025 Q2 2025 |
33,913
shares
|
$923,111
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Davies Financial Advisors, Inc.
Murrieta, CA |
Aug 08, 2025 Q2 2025 |
32,645
shares
|
$888,596
0.67% of portfolio
|
Q2 2025
Reduced 0.73%
|
|
|
Jane Street Group, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
31,794
shares
|
$865,432
0.0% of portfolio
|
Q2 2025
Reduced 59.93%
|
|
|
Brinker Capital Investments, LLC
|
Aug 27, 2025 Q2 2025 |
31,340
shares
|
$853,074
0.01% of portfolio
|
Q2 2025
Added 10.16%
|
|
|
Vima LLC
Troy, MI |
Oct 24, 2024 Q3 2024 |
31,182
shares
|
$848,774
1.94% of portfolio
|
Q3 2024
Added 28.47%
|
|
|
Five Pine Wealth Management
Coeur D Alene, ID |
Jul 15, 2025 Q2 2025 |
30,655
shares
|
$834,429
0.6% of portfolio
|
Q2 2025
Added 2.25%
|
|
|
American Institute For Advanced Investment Management, LLP
|
Aug 05, 2025 Q2 2025 |
30,572
shares
|
$832,169
0.56% of portfolio
|
Q2 2025
Reduced 1.98%
|
|
|
Fsa Advisors, Inc.
Troy, MI |
Aug 01, 2025 Q2 2025 |
29,829
shares
|
$811,945
0.64% of portfolio
|
Q2 2025
Reduced 12.08%
|
|
|
Castleview Partners, LLC
Dallas, TX |
Jul 15, 2025 Q2 2025 |
28,452
shares
|
$774,463
0.68% of portfolio
|
Q2 2025
Reduced 0.29%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
28,450
shares
|
$774,409
0.01% of portfolio
|
Q1 2025
Reduced 19.51%
|
|
|
L.M. Kohn & Company
|
Aug 01, 2025 Q2 2025 |
28,226
shares
|
$768,311
0.21% of portfolio
|
Q2 2025
Reduced 4.34%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Jul 08, 2025 Q2 2025 |
27,898
shares
|
$759,383
0.06% of portfolio
|
Q2 2025
Reduced 1.98%
|
|
|
Ifp Advisors, Inc
|
Jul 24, 2025 Q2 2025 |
27,671
shares
|
$753,204
0.02% of portfolio
|
Q2 2025
Added 8.92%
|
|
|
Edge Rock Capital LLC
|
Jul 16, 2025 Q2 2025 |
27,524
shares
|
$749,203
0.3% of portfolio
|
Q2 2024
Reduced 1.78%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
26,626
shares
|
$724,759
0.02% of portfolio
|
Q2 2025
Added 1.68%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Jul 30, 2025 Q2 2025 |
26,213
shares
|
$713,517
0.04% of portfolio
|
Q2 2025
Reduced 19.36%
|