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 171 institutions that hold shares in the stock, with a total of 37.2 Million shares, which have been reported (via 13F filing form) to have a value of $923 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Concorde Asset Management, LLC
|
Feb 13, 2025 Q4 2024 |
15,256
shares
|
$379,111
0.21% of portfolio
|
Q4 2024
New holding
|
|
|
Onyx Bridge Wealth Group LLC
|
Jan 27, 2025 Q4 2024 |
15,100
shares
|
$375,235
0.06% of portfolio
|
Q4 2024
Reduced 0.98%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
15,024
shares
|
$373,346
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Jan 29, 2025 Q4 2024 |
15,024
shares
|
$373,346
0.02% of portfolio
|
Q1 2024
New holding
|
|
|
Breakthru Advisory Services, LLC
Muskego, WI |
Feb 18, 2025 Q4 2024 |
14,607
shares
|
$362,983
0.34% of portfolio
|
Q4 2024
New holding
|
|
|
Quad Cities Investment Group, LLC
Davenport, IA |
Jan 13, 2025 Q4 2024 |
14,538
shares
|
$361,269
0.19% of portfolio
|
Q4 2024
Added 25.96%
|
|
|
Advisor Resource Council
|
Feb 25, 2025 Q4 2024 |
14,210
shares
|
$353,118
0.27% of portfolio
|
Q4 2024
New holding
|
|
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
Feb 04, 2025 Q4 2024 |
13,945
shares
|
$346,533
0.15% of portfolio
|
Q4 2024
Added 54.16%
|
|
|
Andina Capital Management, LLC
Lehi, UT |
Jan 21, 2025 Q4 2024 |
13,901
shares
|
$345,439
0.29% of portfolio
|
Q4 2024
Reduced 4.62%
|
|
|
Sanctuary Wealth Management, L.L.C.
|
Feb 12, 2025 Q4 2024 |
12,854
shares
|
$319,421
0.23% of portfolio
|
Q2 2023
New holding
|
|
|
Symphony Financial Services, Inc.
Akron, OH |
Feb 06, 2025 Q4 2024 |
12,725
shares
|
$316,216
0.26% of portfolio
|
Q4 2024
New holding
|
|
|
Alliance Wealth Advisors, LLC
|
Jan 28, 2025 Q4 2024 |
12,043
shares
|
$299,268
0.16% of portfolio
|
Q3 2024
Added 4.27%
|
|
|
Indie Asset Partners, LLC
Carmel, IN |
Feb 03, 2025 Q4 2024 |
11,500
shares
|
$285,775
0.24% of portfolio
|
Q4 2024
Added 21.05%
|
|
|
Chris Bulman Inc
Roseville, CA |
Feb 10, 2025 Q4 2024 |
11,259
shares
|
$279,786
0.18% of portfolio
|
Q4 2024
Added 5.6%
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Feb 11, 2025 Q4 2024 |
10,837
shares
|
$269,299
0.03% of portfolio
|
Q4 2024
Added 7.31%
|
|
|
Clear Creek Financial Management, LLC
|
Jan 23, 2025 Q4 2024 |
10,600
shares
|
$263,410
0.03% of portfolio
|
Q2 2024
Reduced 15.2%
|
|
|
Regal Investment Advisors LLC
Kentwood, MI |
Feb 13, 2025 Q4 2024 |
10,549
shares
|
$262,142
0.02% of portfolio
|
Q4 2024
Reduced 7.05%
|
|
|
Hbw Advisory Services LLC
|
Jan 10, 2025 Q4 2024 |
10,532
shares
|
$261,720
0.04% of portfolio
|
Q4 2024
Added 1.55%
|
|
|
Prosperity Consulting Group, LLC
|
Feb 14, 2025 Q4 2024 |
10,127
shares
|
$251,655
0.02% of portfolio
|
Q4 2024
Added 16.71%
|
|
|
Epg Wealth Management LLC
Atlanta, GA |
Feb 14, 2025 Q4 2024 |
10,000
shares
|
$248,500
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Cascade Investment Group, Inc.
Colorado Springs, CO |
Jan 16, 2025 Q4 2024 |
9,833
shares
|
$244,350
0.18% of portfolio
|
Q4 2024
Added 5.08%
|
|
|
Private Trust CO Na
|
Feb 05, 2025 Q4 2024 |
8,938
shares
|
$222,109
0.02% of portfolio
|
Q4 2024
Added 40.67%
|
|
|
Prospera Financial Services Inc
|
Feb 13, 2025 Q4 2024 |
8,808
shares
|
$218,878
0.01% of portfolio
|
Q4 2024
Reduced 0.81%
|
|
|
Edge Capital Group, LLC
|
Feb 04, 2025 Q4 2024 |
8,421
shares
|
$209,261
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Feb 25, 2025 Q4 2024 |
8,159
shares
|
$202,751
0.01% of portfolio
|
Q4 2024
New holding
|