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 131 institutions that hold shares in the stock, with a total of 28.6 Million shares, which have been reported (via 13F filing form) to have a value of $700 Million.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Good Life Advisors, LLC
|
May 02, 2024 Q1 2024 |
14,809
shares
|
$362,672
0.03% of portfolio
|
Q1 2024
New holding
|
|
Sanctuary Wealth Management, L.L.C.
|
May 07, 2024 Q1 2024 |
12,854
shares
|
$314,794
0.28% of portfolio
|
Q2 2023
New holding
|
|
Clear Creek Financial Management, LLC
|
Apr 26, 2024 Q1 2024 |
12,500
shares
|
$306,125
0.04% of portfolio
|
Q1 2024
Reduced 89.48%
|
|
Echo Wealth Management, LLC
|
Apr 22, 2024 Q1 2024 |
12,269
shares
|
$300,467
0.27% of portfolio
|
Q1 2024
Added 3.61%
|
|
Pallas Capital Advisors LLC
Braintree, MA |
Apr 15, 2024 Q1 2024 |
11,823
shares
|
$289,545
0.01% of portfolio
|
Q1 2024
Reduced 11.78%
|
|
Mc Kinley Carter Wealth Services, Inc.
|
Apr 26, 2024 Q1 2024 |
11,712
shares
|
$286,826
0.02% of portfolio
|
Q1 2024
Added 8.12%
|
|
Alliance Wealth Advisors, LLC
|
Apr 16, 2024 Q1 2024 |
11,550
shares
|
$282,859
0.17% of portfolio
|
Q4 2022
New holding
|
|
Regal Investment Advisors LLC
Kentwood, MI |
May 15, 2024 Q1 2024 |
11,349
shares
|
$277,937
0.02% of portfolio
|
Q4 2023
New holding
|
|
N.E.W. Advisory Services LLC
|
Apr 24, 2024 Q1 2024 |
10,720
shares
|
$262,532
0.03% of portfolio
|
Q1 2024
Reduced 52.14%
|
|
Hrt Financial LP
New York, NY |
May 13, 2024 Q1 2024 |
10,325
shares
|
$252,859
0.0% of portfolio
|
Q1 2024
New holding
|
|
Dhjj Financial Advisors, Ltd.
|
Apr 11, 2024 Q1 2024 |
10,005
shares
|
$245,022
0.12% of portfolio
|
Q1 2024
Reduced 4.67%
|
|
Epg Wealth Management LLC
Atlanta, GA |
May 14, 2024 Q1 2024 |
10,000
shares
|
$244,899
0.06% of portfolio
|
Q2 2023
Reduced 11.1%
|
|
Quad Cities Investment Group, LLC
Davenport, IA |
Apr 12, 2024 Q1 2024 |
9,443
shares
|
$231,259
0.13% of portfolio
|
Q1 2024
New holding
|
|
Hbw Advisory Services LLC
|
Jul 05, 2024 Q2 2024 |
9,327
shares
|
$228,418
0.04% of portfolio
|
Q2 2024
New holding
|
|
Aveo Capital Partners, LLC
|
May 06, 2024 Q1 2024 |
9,172
shares
|
$224,622
0.02% of portfolio
|
Q1 2024
New holding
|
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
Apr 23, 2024 Q1 2024 |
9,046
shares
|
$221,536
0.12% of portfolio
|
Q4 2023
New holding
|
|
Cascade Investment Group, Inc.
Colorado Springs, CO |
May 15, 2024 Q1 2024 |
8,531
shares
|
$208,924
0.15% of portfolio
|
Q1 2024
New holding
|
|
Strategic Asset Management, LLC
|
Nov 01, 2022 Q3 2022 |
6,790
shares
|
$166,287
0.23% of portfolio
|
Q2 2022
Added 17.27%
|
|
Private Trust CO Na
|
Apr 24, 2024 Q1 2024 |
5,938
shares
|
$145,421
0.02% of portfolio
|
Q1 2024
Reduced 6.99%
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Apr 30, 2024 Q1 2024 |
3,569
shares
|
$87,404
0.0% of portfolio
|
Q4 2023
Reduced 65.39%
|
|
Ica Group Wealth Management, LLC
Denver, CO |
May 14, 2024 Q1 2024 |
2,600
shares
|
$63,673
0.01% of portfolio
|
Q1 2024
New holding
|
|
Assetmark, Inc
|
May 06, 2024 Q1 2024 |
2,146
shares
|
$52,555
0.0% of portfolio
|
Q1 2024
Added 241.18%
|
|
Steward Partners Investment Advisory, LLC
|
May 15, 2024 Q1 2024 |
2,000
shares
|
$48,980
0.0% of portfolio
|
Q4 2023
New holding
|
|
Creative Financial Designs Inc
|
May 01, 2024 Q1 2024 |
1,435
shares
|
$35,143
0.0% of portfolio
|
Q4 2023
New holding
|
|
Larson Financial Group LLC
|
May 03, 2024 Q1 2024 |
1,220
shares
|
$29,877
0.0% of portfolio
|
Q3 2022
New holding
|