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 |
|---|---|---|---|---|---|
|
Mayfair Advisory Group, LLC
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
25,583
shares
|
$696,369
0.36% of portfolio
|
Q4 2024
Added 12.58%
|
|
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
Aug 05, 2025 Q2 2025 |
25,131
shares
|
$684,065
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Lion Street Advisors, LLC
|
Jul 25, 2025 Q2 2025 |
25,086
shares
|
$682,840
0.21% of portfolio
|
Q2 2025
Reduced 4.39%
|
|
|
Triad Wealth Partners, LLC
Lawrence, KS |
Jul 21, 2025 Q2 2025 |
24,522
shares
|
$667,488
0.13% of portfolio
|
Q2 2025
Added 149.97%
|
|
|
Morgan Stanley
New York, NY |
Aug 15, 2025 Q2 2025 |
23,246
shares
|
$632,756
0.0% of portfolio
|
Q2 2025
Added 2052.41%
|
|
|
Old Mission Capital LLC
|
Aug 14, 2025 Q2 2025 |
22,791
shares
|
$620,371
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
22,259
shares
|
$605,889
0.01% of portfolio
|
Q2 2024
Reduced 2.25%
|
|
|
Pallas Capital Advisors LLC
Braintree, MA |
Jul 09, 2025 Q2 2025 |
22,030
shares
|
$599,656
0.02% of portfolio
|
Q2 2025
Reduced 62.4%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Jul 11, 2025 Q2 2025 |
21,879
shares
|
$595,546
0.02% of portfolio
|
Q2 2025
Reduced 14.29%
|
|
|
Mc Kinley Carter Wealth Services, Inc.
|
Jul 24, 2025 Q2 2025 |
21,637
shares
|
$588,959
0.03% of portfolio
|
Q4 2024
Reduced 1.26%
|
|
|
Cedrus LLC
Littleton, CO |
Oct 18, 2024 Q3 2024 |
21,552
shares
|
$586,645
0.2% of portfolio
|
Q3 2024
New holding
|
|
|
Global Retirement Partners, LLC
|
Aug 12, 2025 Q2 2025 |
21,499
shares
|
$585,202
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Harvest Investment Services, LLC
|
Aug 14, 2025 Q2 2025 |
21,454
shares
|
$583,977
0.14% of portfolio
|
Q2 2025
Reduced 5.31%
|
|
|
Vital Stone Financial, LLC
Shavano Park, TX |
Oct 11, 2024 Q3 2024 |
21,196
shares
|
$576,955
0.38% of portfolio
|
Q3 2024
Added 10.75%
|
|
|
Janney Montgomery Scott LLC
|
Jul 17, 2025 Q2 2025 |
20,727
shares
|
$564,188
0.0% of portfolio
|
Q2 2025
Added 1.45%
|
|
|
Cooper Financial Group
|
Jul 17, 2025 Q2 2025 |
19,481
shares
|
$530,272
0.06% of portfolio
|
Q2 2025
Reduced 8.95%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
18,853
shares
|
$513,178
0.0% of portfolio
|
Q2 2025
Reduced 45.6%
|
|
|
Strategic Financial Concepts, LLC
San Antonio, TX |
Aug 05, 2025 Q2 2025 |
18,566
shares
|
$505,366
0.07% of portfolio
|
Q2 2025
Reduced 3.61%
|
|
|
Tfb Advisors LLC
Overland Park, KS |
Jul 30, 2025 Q2 2025 |
18,547
shares
|
$504,849
0.13% of portfolio
|
Q2 2025
Reduced 23.65%
|
|
|
Good Life Advisors, LLC
|
Aug 08, 2025 Q2 2025 |
18,527
shares
|
$504,304
0.03% of portfolio
|
Q2 2025
Reduced 15.16%
|
|
|
Partners Wealth Management, LLC
Carmel By The Sea, CA |
Jul 22, 2025 Q2 2025 |
18,296
shares
|
$498,017
0.52% of portfolio
|
Q1 2025
Added 9.07%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
18,161
shares
|
$494,342
0.0% of portfolio
|
Q1 2025
Added 3621.52%
|
|
|
Moloney Securities Asset Management, LLC
|
Jul 31, 2025 Q2 2025 |
17,985
shares
|
$489,551
0.07% of portfolio
|
Q2 2025
Added 3.42%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Jul 28, 2025 Q2 2025 |
17,969
shares
|
$489,116
0.02% of portfolio
|
Q2 2025
Added 48.14%
|
|
|
Symphony Financial Services, Inc.
Akron, OH |
Aug 08, 2025 Q2 2025 |
17,475
shares
|
$475,669
0.28% of portfolio
|
Q2 2025
Added 12.92%
|