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 $852 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ifp Advisors, Inc
|
Jul 30, 2024 Q2 2024 |
16,928
shares
|
$433,526
0.02% of portfolio
|
Q2 2024
Reduced 3.32%
|
|
|
Good Life Advisors, LLC
|
Oct 16, 2024 Q3 2024 |
16,588
shares
|
$424,818
0.03% of portfolio
|
Q2 2024
Added 12.01%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Nov 14, 2024 Q3 2024 |
16,168
shares
|
$414,062
0.0% of portfolio
|
Q3 2024
Reduced 60.4%
|
|
|
Schulz Wealth, Ltd.
Mansfield, TX |
Oct 25, 2024 Q3 2024 |
15,759
shares
|
$403,587
0.31% of portfolio
|
Q1 2024
Reduced 46.95%
|
|
|
Onyx Bridge Wealth Group LLC
|
Oct 16, 2024 Q3 2024 |
15,250
shares
|
$390,552
0.06% of portfolio
|
Q2 2024
Reduced 15.89%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
15,024
shares
|
$384,764
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Oct 28, 2024 Q3 2024 |
15,024
shares
|
$384,764
0.02% of portfolio
|
Q1 2024
New holding
|
|
|
Moloney Securities Asset Management, LLC
|
Oct 30, 2024 Q3 2024 |
14,840
shares
|
$380,052
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Andina Capital Management, LLC
Lehi, UT |
Oct 25, 2024 Q3 2024 |
14,575
shares
|
$373,265
0.28% of portfolio
|
Q3 2024
Reduced 9.79%
|
|
|
Sanctuary Wealth Management, L.L.C.
|
Nov 04, 2024 Q3 2024 |
12,854
shares
|
$329,190
0.24% of portfolio
|
Q2 2023
New holding
|
|
|
Pallas Capital Advisors LLC
Braintree, MA |
Oct 25, 2024 Q3 2024 |
12,757
shares
|
$326,706
0.01% of portfolio
|
Q3 2024
Added 18.05%
|
|
|
Echo Wealth Management, LLC
|
Oct 18, 2024 Q3 2024 |
12,730
shares
|
$326,015
0.25% of portfolio
|
Q3 2024
Added 0.03%
|
|
|
Strategic Financial Concepts, LLC
San Antonio, TX |
Nov 12, 2024 Q3 2024 |
12,570
shares
|
$321,917
0.1% of portfolio
|
Q3 2024
Reduced 95.27%
|
|
|
Alliance Wealth Advisors, LLC
|
Oct 16, 2024 Q3 2024 |
12,043
shares
|
$308,421
0.17% of portfolio
|
Q3 2024
Added 4.27%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Nov 25, 2024 Q3 2024 |
11,850
shares
|
$303,478
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2024 Q3 2024 |
11,663
shares
|
$298,689
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Quad Cities Investment Group, LLC
Davenport, IA |
Oct 16, 2024 Q3 2024 |
11,542
shares
|
$295,590
0.15% of portfolio
|
Q3 2024
Reduced 18.35%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 08, 2024 Q3 2024 |
11,458
shares
|
$293,439
0.0% of portfolio
|
Q3 2024
Added 11358.0%
|
|
|
Regal Investment Advisors LLC
Kentwood, MI |
Nov 12, 2024 Q3 2024 |
11,349
shares
|
$290,647
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Goldman Sachs Group Inc
New York, NY |
Nov 14, 2024 Q3 2024 |
10,991
shares
|
$281,479
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Oct 16, 2024 Q3 2024 |
10,893
shares
|
$278,969
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 14, 2024 Q3 2024 |
10,891
shares
|
$278,918
0.0% of portfolio
|
Q3 2024
Added 444.55%
|
|
|
Chris Bulman Inc
Roseville, CA |
Oct 22, 2024 Q3 2024 |
10,662
shares
|
$273,053
0.18% of portfolio
|
Q3 2024
Reduced 46.61%
|
|
|
Clear Creek Financial Management, LLC
|
Oct 29, 2024 Q3 2024 |
10,600
shares
|
$271,466
0.03% of portfolio
|
Q2 2024
Reduced 15.2%
|
|
|
Hbw Advisory Services LLC
|
Oct 04, 2024 Q3 2024 |
10,371
shares
|
$265,601
0.04% of portfolio
|
Q3 2024
Added 11.19%
|