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 |
|---|---|---|---|---|---|
|
Edge Rock Capital LLC
|
Apr 15, 2025 Q1 2025 |
27,524
shares
|
$713,972
0.5% of portfolio
|
Q2 2024
Reduced 1.78%
|
|
|
Lion Street Advisors, LLC
|
Apr 18, 2025 Q1 2025 |
26,238
shares
|
$680,613
0.21% of portfolio
|
Q2 2024
Added 1.74%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
26,186
shares
|
$679,264
0.02% of portfolio
|
Q1 2025
Added 32.01%
|
|
|
Mayfair Advisory Group, LLC
Birmingham, AL |
Apr 18, 2025 Q1 2025 |
25,583
shares
|
$663,623
0.38% of portfolio
|
Q4 2024
Added 12.58%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Apr 17, 2025 Q1 2025 |
25,526
shares
|
$662,144
0.03% of portfolio
|
Q1 2025
Reduced 12.11%
|
|
|
Ifp Advisors, Inc
|
May 05, 2025 Q1 2025 |
25,406
shares
|
$659,031
0.02% of portfolio
|
Q4 2024
Reduced 2.06%
|
|
|
Tfb Advisors LLC
Overland Park, KS |
May 14, 2025 Q1 2025 |
24,293
shares
|
$630,160
0.18% of portfolio
|
Q1 2025
Reduced 54.48%
|
|
|
Harvest Investment Services, LLC
|
May 15, 2025 Q1 2025 |
22,657
shares
|
$587,722
0.18% of portfolio
|
Q1 2025
Reduced 7.51%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
22,259
shares
|
$577,398
0.01% of portfolio
|
Q2 2024
Reduced 2.25%
|
|
|
Good Life Advisors, LLC
|
Apr 17, 2025 Q1 2025 |
21,837
shares
|
$566,451
0.04% of portfolio
|
Q1 2025
Added 31.64%
|
|
|
Mc Kinley Carter Wealth Services, Inc.
|
Apr 15, 2025 Q1 2025 |
21,637
shares
|
$561,263
0.03% of portfolio
|
Q4 2024
Reduced 1.26%
|
|
|
Cedrus LLC
Littleton, CO |
Oct 18, 2024 Q3 2024 |
21,552
shares
|
$559,058
0.2% of portfolio
|
Q3 2024
New holding
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
21,499
shares
|
$557,684
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Cooper Financial Group
|
May 12, 2025 Q1 2025 |
21,396
shares
|
$555,012
0.07% of portfolio
|
Q1 2025
Reduced 8.63%
|
|
|
Vital Stone Financial, LLC
Shavano Park, TX |
Oct 11, 2024 Q3 2024 |
21,196
shares
|
$549,824
0.38% of portfolio
|
Q3 2024
Added 10.75%
|
|
|
Janney Montgomery Scott LLC
|
Apr 17, 2025 Q1 2025 |
20,431
shares
|
$529,980
0.0% of portfolio
|
Q1 2025
Reduced 0.06%
|
|
|
Dynamic Advisor Solutions LLC
|
Apr 16, 2025 Q1 2025 |
20,191
shares
|
$523,754
0.02% of portfolio
|
Q1 2025
Reduced 21.64%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
May 12, 2025 Q1 2025 |
19,823
shares
|
$514,208
0.01% of portfolio
|
Q1 2025
Reduced 14.28%
|
|
|
Strategic Financial Concepts, LLC
San Antonio, TX |
Apr 28, 2025 Q1 2025 |
19,262
shares
|
$499,656
0.09% of portfolio
|
Q1 2025
Added 23.51%
|
|
|
Cambridge Advisors Inc.
|
Apr 24, 2025 Q1 2025 |
18,567
shares
|
$481,627
0.1% of portfolio
|
Q1 2025
Reduced 13.9%
|
|
|
Partners Wealth Management, LLC
Carmel By The Sea, CA |
Apr 17, 2025 Q1 2025 |
18,296
shares
|
$474,598
0.52% of portfolio
|
Q1 2025
Added 9.07%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
18,161
shares
|
$471,096
0.0% of portfolio
|
Q1 2025
Added 3621.52%
|
|
|
Moloney Securities Asset Management, LLC
|
Apr 30, 2025 Q1 2025 |
17,390
shares
|
$451,096
0.07% of portfolio
|
Q1 2025
Added 1.52%
|
|
|
Concorde Asset Management, LLC
|
May 15, 2025 Q1 2025 |
17,354
shares
|
$450,162
0.24% of portfolio
|
Q1 2025
Added 13.75%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Apr 28, 2025 Q1 2025 |
17,345
shares
|
$449,929
0.01% of portfolio
|
Q1 2025
Added 0.46%
|