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 $1.18 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cambridge Advisors Inc.
|
Jul 16, 2025 Q2 2025 |
17,467
shares
|
$475,451
0.1% of portfolio
|
Q2 2025
Reduced 5.92%
|
|
|
Concorde Asset Management, LLC
|
May 15, 2025 Q1 2025 |
17,354
shares
|
$472,375
0.24% of portfolio
|
Q1 2025
Added 13.75%
|
|
|
Planwiser Financial, LLC
Colorado Springs, CO |
Aug 13, 2025 Q2 2025 |
16,779
shares
|
$456,724
0.39% of portfolio
|
Q2 2025
Added 15.46%
|
|
|
Dynamic Advisor Solutions LLC
|
Jul 09, 2025 Q2 2025 |
16,761
shares
|
$456,234
0.01% of portfolio
|
Q2 2025
Reduced 16.99%
|
|
|
Atria Investments LLC
Charlotte, NC |
Aug 04, 2025 Q2 2025 |
16,280
shares
|
$443,141
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Ggm Financials LLC
Columbus, OH |
Jul 23, 2025 Q2 2025 |
16,198
shares
|
$440,909
0.09% of portfolio
|
Q2 2025
New holding
|
|
|
Virtus Wealth Solutions LLC
Cranford, NJ |
Jul 28, 2025 Q2 2025 |
16,198
shares
|
$440,909
0.09% of portfolio
|
Q2 2025
Added 1.36%
|
|
|
Scs Capital Management LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
16,152
shares
|
$439,657
0.0% of portfolio
|
Q2 2025
Added 1.23%
|
|
|
Defined Financial Planning LLC
San Rafael, CA |
Jul 22, 2025 Q2 2025 |
15,587
shares
|
$424,278
0.37% of portfolio
|
Q2 2025
New holding
|
|
|
Alliance Wealth Advisors, LLC
|
Jul 17, 2025 Q2 2025 |
15,469
shares
|
$421,066
0.19% of portfolio
|
Q1 2025
Added 28.45%
|
|
|
Onyx Bridge Wealth Group LLC
|
Jul 30, 2025 Q2 2025 |
15,100
shares
|
$411,022
0.06% of portfolio
|
Q4 2024
Reduced 0.98%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Aug 14, 2025 Q2 2025 |
15,058
shares
|
$409,878
0.01% of portfolio
|
Q2 2025
Reduced 24.04%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Jul 09, 2025 Q2 2025 |
15,024
shares
|
$408,953
0.02% of portfolio
|
Q1 2024
New holding
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
15,024
shares
|
$408,953
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Mutual Advisors, LLC
Casper, WY |
Jul 28, 2025 Q2 2025 |
14,995
shares
|
$408,163
0.01% of portfolio
|
Q2 2025
Reduced 13.55%
|
|
|
Quad Cities Investment Group, LLC
Davenport, IA |
Jul 11, 2025 Q2 2025 |
14,538
shares
|
$395,724
0.18% of portfolio
|
Q4 2024
Added 25.96%
|
|
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
Aug 13, 2025 Q2 2025 |
13,188
shares
|
$358,977
0.12% of portfolio
|
Q2 2025
Added 45.71%
|
|
|
Merit Financial Group, LLC
|
Jul 22, 2025 Q2 2025 |
12,854
shares
|
$349,885
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Sanctuary Wealth Management, L.L.C.
|
Feb 12, 2025 Q4 2024 |
12,854
shares
|
$349,885
0.23% of portfolio
|
Q2 2023
New holding
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jul 21, 2025 Q2 2025 |
12,656
shares
|
$344,496
0.02% of portfolio
|
Q2 2025
Reduced 64.82%
|
|
|
Trilogy Capital Inc.
|
Jul 18, 2025 Q2 2025 |
12,470
shares
|
$339,433
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Great Valley Advisor Group, Inc.
|
Aug 14, 2025 Q2 2025 |
11,596
shares
|
$315,643
0.01% of portfolio
|
Q2 2025
Reduced 1.29%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Aug 14, 2025 Q2 2025 |
10,868
shares
|
$295,826
0.0% of portfolio
|
Q2 2025
Reduced 81.31%
|
|
|
Hbw Advisory Services LLC
|
Jul 02, 2025 Q2 2025 |
10,766
shares
|
$293,050
0.04% of portfolio
|
Q1 2025
Added 2.22%
|
|
|
Clear Creek Financial Management, LLC
|
Jul 23, 2025 Q2 2025 |
10,600
shares
|
$288,532
0.03% of portfolio
|
Q2 2024
Reduced 15.2%
|