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 $1.2 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Concorde Asset Management, LLC
|
May 15, 2025 Q1 2025 |
17,354
shares
|
$478,623
0.24% of portfolio
|
Q1 2025
Added 13.75%
|
|
|
Planwiser Financial, LLC
Colorado Springs, CO |
Aug 13, 2025 Q2 2025 |
16,779
shares
|
$462,764
0.39% of portfolio
|
Q2 2025
Added 15.46%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Oct 17, 2025 Q3 2025 |
16,547
shares
|
$456,366
0.02% of portfolio
|
Q3 2025
Reduced 24.37%
|
|
|
Atria Investments LLC
Charlotte, NC |
Aug 04, 2025 Q2 2025 |
16,280
shares
|
$449,002
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Ggm Financials LLC
Columbus, OH |
Jul 23, 2025 Q2 2025 |
16,198
shares
|
$446,740
0.09% of portfolio
|
Q2 2025
New holding
|
|
|
Virtus Wealth Solutions LLC
Cranford, NJ |
Jul 28, 2025 Q2 2025 |
16,198
shares
|
$446,740
0.09% of portfolio
|
Q2 2025
Added 1.36%
|
|
|
Scs Capital Management LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
16,152
shares
|
$445,472
0.0% of portfolio
|
Q2 2025
Added 1.23%
|
|
|
Alliance Wealth Advisors, LLC
|
Oct 15, 2025 Q3 2025 |
15,469
shares
|
$426,635
0.18% of portfolio
|
Q1 2025
Added 28.45%
|
|
|
Onyx Bridge Wealth Group LLC
|
Jul 30, 2025 Q2 2025 |
15,100
shares
|
$416,458
0.06% of portfolio
|
Q4 2024
Reduced 0.98%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Oct 09, 2025 Q3 2025 |
15,024
shares
|
$414,361
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
15,024
shares
|
$414,361
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Mutual Advisors, LLC
Casper, WY |
Jul 28, 2025 Q2 2025 |
14,995
shares
|
$413,562
0.01% of portfolio
|
Q2 2025
Reduced 13.55%
|
|
|
Dynamic Advisor Solutions LLC
|
Oct 09, 2025 Q3 2025 |
14,856
shares
|
$409,728
0.01% of portfolio
|
Q3 2025
Reduced 11.37%
|
|
|
Quad Cities Investment Group, LLC
Davenport, IA |
Oct 15, 2025 Q3 2025 |
14,538
shares
|
$400,958
0.18% of portfolio
|
Q4 2024
Added 25.96%
|
|
|
Private Trust CO Na
|
Oct 15, 2025 Q3 2025 |
13,632
shares
|
$375,970
0.04% of portfolio
|
Q3 2025
Added 31.57%
|
|
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
Aug 13, 2025 Q2 2025 |
13,188
shares
|
$363,725
0.12% of portfolio
|
Q2 2025
Added 45.71%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Oct 23, 2025 Q3 2025 |
13,042
shares
|
$359,698
0.0% of portfolio
|
Q3 2025
Reduced 13.39%
|
|
|
Sanctuary Wealth Management, L.L.C.
|
Feb 12, 2025 Q4 2024 |
12,854
shares
|
$354,513
0.23% of portfolio
|
Q2 2023
New holding
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jul 21, 2025 Q2 2025 |
12,656
shares
|
$349,052
0.02% of portfolio
|
Q2 2025
Reduced 64.82%
|
|
|
Trilogy Capital Inc.
|
Oct 24, 2025 Q3 2025 |
12,470
shares
|
$343,922
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Oct 22, 2025 Q3 2025 |
11,919
shares
|
$328,726
0.01% of portfolio
|
Q3 2025
Reduced 71.44%
|
|
|
Chris Bulman Inc
Roseville, CA |
Oct 20, 2025 Q3 2025 |
11,736
shares
|
$323,678
0.16% of portfolio
|
Q3 2025
Added 20.94%
|
|
|
Great Valley Advisor Group, Inc.
|
Aug 14, 2025 Q2 2025 |
11,596
shares
|
$319,817
0.01% of portfolio
|
Q2 2025
Reduced 1.29%
|
|
|
Merit Financial Group, LLC
|
Oct 20, 2025 Q3 2025 |
11,464
shares
|
$316,177
0.0% of portfolio
|
Q3 2025
Reduced 10.81%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Aug 14, 2025 Q2 2025 |
10,868
shares
|
$299,739
0.0% of portfolio
|
Q2 2025
Reduced 81.31%
|