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 |
|---|---|---|---|---|---|
|
Virtus Wealth Solutions LLC
Cranford, NJ |
Apr 23, 2025 Q1 2025 |
15,980
shares
|
$414,521
0.12% of portfolio
|
Q1 2025
Reduced 13.57%
|
|
|
Scs Capital Management LLC
Boston, MA |
May 19, 2025 Q1 2025 |
15,955
shares
|
$413,872
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Stone X Group Inc.
|
May 15, 2025 Q1 2025 |
15,872
shares
|
$411,719
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Symphony Financial Services, Inc.
Akron, OH |
May 12, 2025 Q1 2025 |
15,475
shares
|
$401,421
0.25% of portfolio
|
Q1 2025
Added 21.61%
|
|
|
Alliance Wealth Advisors, LLC
|
Apr 11, 2025 Q1 2025 |
15,469
shares
|
$401,265
0.2% of portfolio
|
Q1 2025
Added 28.45%
|
|
|
Onyx Bridge Wealth Group LLC
|
Apr 28, 2025 Q1 2025 |
15,100
shares
|
$391,694
0.06% of portfolio
|
Q4 2024
Reduced 0.98%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Apr 15, 2025 Q1 2025 |
15,024
shares
|
$389,722
0.02% of portfolio
|
Q1 2024
New holding
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
15,024
shares
|
$389,722
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Quad Cities Investment Group, LLC
Davenport, IA |
Apr 09, 2025 Q1 2025 |
14,538
shares
|
$377,115
0.18% of portfolio
|
Q4 2024
Added 25.96%
|
|
|
Planwiser Financial, LLC
Colorado Springs, CO |
May 08, 2025 Q1 2025 |
14,532
shares
|
$376,960
0.33% of portfolio
|
Q1 2025
New holding
|
|
|
Schulz Wealth, Ltd.
Mansfield, TX |
Apr 29, 2025 Q1 2025 |
13,668
shares
|
$354,547
0.26% of portfolio
|
Q1 2025
Reduced 13.27%
|
|
|
Merit Financial Group, LLC
|
Apr 09, 2025 Q1 2025 |
12,854
shares
|
$333,432
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Sanctuary Wealth Management, L.L.C.
|
Feb 12, 2025 Q4 2024 |
12,854
shares
|
$333,432
0.23% of portfolio
|
Q2 2023
New holding
|
|
|
Trilogy Capital Inc.
|
May 06, 2025 Q1 2025 |
12,470
shares
|
$323,471
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Apr 09, 2025 Q1 2025 |
12,130
shares
|
$314,652
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Great Valley Advisor Group, Inc.
|
May 08, 2025 Q1 2025 |
11,747
shares
|
$304,717
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Chris Bulman Inc
Roseville, CA |
Apr 15, 2025 Q1 2025 |
11,259
shares
|
$292,058
0.18% of portfolio
|
Q4 2024
Added 5.6%
|
|
|
Hbw Advisory Services LLC
|
Apr 09, 2025 Q1 2025 |
10,766
shares
|
$279,270
0.04% of portfolio
|
Q1 2025
Added 2.22%
|
|
|
Clear Creek Financial Management, LLC
|
Apr 25, 2025 Q1 2025 |
10,600
shares
|
$274,964
0.03% of portfolio
|
Q2 2024
Reduced 15.2%
|
|
|
Regal Investment Advisors LLC
Kentwood, MI |
May 12, 2025 Q1 2025 |
10,549
shares
|
$273,641
0.02% of portfolio
|
Q4 2024
Reduced 7.05%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Apr 24, 2025 Q1 2025 |
10,280
shares
|
$266,663
0.04% of portfolio
|
Q1 2025
Reduced 50.0%
|
|
|
Andina Capital Management, LLC
Lehi, UT |
May 13, 2025 Q1 2025 |
10,259
shares
|
$266,118
0.18% of portfolio
|
Q1 2025
Reduced 26.2%
|
|
|
Epg Wealth Management LLC
Atlanta, GA |
May 13, 2025 Q1 2025 |
10,000
shares
|
$259,400
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Cascade Investment Group, Inc.
Colorado Springs, CO |
May 14, 2025 Q1 2025 |
9,833
shares
|
$255,068
0.19% of portfolio
|
Q4 2024
Added 5.08%
|
|
|
Triad Wealth Partners, LLC
Lawrence, KS |
May 14, 2025 Q1 2025 |
9,810
shares
|
$254,471
0.08% of portfolio
|
Q1 2025
New holding
|