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 |
|---|---|---|---|---|---|
|
Private Trust CO Na
|
Apr 28, 2025 Q1 2025 |
9,728
shares
|
$252,344
0.03% of portfolio
|
Q1 2025
Added 8.84%
|
|
|
Advisor Resource Council
|
Apr 21, 2025 Q1 2025 |
9,645
shares
|
$250,191
0.02% of portfolio
|
Q1 2025
Reduced 32.13%
|
|
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
Apr 16, 2025 Q1 2025 |
9,051
shares
|
$234,782
0.1% of portfolio
|
Q1 2025
Reduced 35.1%
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
May 15, 2025 Q1 2025 |
9,044
shares
|
$234,601
0.02% of portfolio
|
Q1 2025
Reduced 16.55%
|
|
|
Indie Asset Partners, LLC
Carmel, IN |
May 07, 2025 Q1 2025 |
9,000
shares
|
$233,460
0.2% of portfolio
|
Q1 2025
Reduced 21.74%
|
|
|
Hb Wealth Management, LLC
|
May 07, 2025 Q1 2025 |
8,986
shares
|
$233,096
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Essex Financial Services, Inc.
|
Apr 25, 2025 Q1 2025 |
8,902
shares
|
$230,917
0.02% of portfolio
|
Q1 2025
Added 11.25%
|
|
|
Edge Capital Group, LLC
|
Feb 04, 2025 Q4 2024 |
8,421
shares
|
$218,440
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Summit Wealth Partners, LLC
Orlando, FL |
May 06, 2025 Q1 2025 |
8,243
shares
|
$213,823
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Wsfs Capital Management, LLC
Philadelphia, PA |
May 02, 2025 Q1 2025 |
8,146
shares
|
$211,307
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Strategic Asset Management, LLC
|
Nov 01, 2022 Q3 2022 |
6,790
shares
|
$176,132
0.23% of portfolio
|
Q2 2022
Added 17.27%
|
|
|
N.E.W. Advisory Services LLC
|
May 07, 2025 Q1 2025 |
6,086
shares
|
$157,870
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Dhjj Financial Advisors, Ltd.
|
Apr 18, 2025 Q1 2025 |
5,270
shares
|
$136,703
0.06% of portfolio
|
Q1 2025
Reduced 28.49%
|
|
|
Assetmark, Inc
|
May 06, 2025 Q1 2025 |
3,608
shares
|
$93,591
0.0% of portfolio
|
Q1 2025
Added 114.0%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Apr 14, 2025 Q1 2025 |
1,578
shares
|
$40,933
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Creative Financial Designs Inc
|
Apr 23, 2025 Q1 2025 |
1,435
shares
|
$37,223
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Larson Financial Group LLC
|
May 02, 2025 Q1 2025 |
1,220
shares
|
$31,646
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Aptus Capital Advisors, LLC
|
May 13, 2025 Q1 2025 |
1,150
shares
|
$29,831
0.0% of portfolio
|
Q1 2024
Added 35.29%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
1,080
shares
|
$28,015
0.0% of portfolio
|
Q1 2025
Reduced 4.26%
|
|
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
May 15, 2025 Q1 2025 |
982
shares
|
$25,473
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
700
shares
|
$18,158
0.01% of portfolio
|
Q2 2024
Reduced 73.08%
|
|
|
Sound Income Strategies, LLC
|
Apr 17, 2025 Q1 2025 |
585
shares
|
$15,174
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Albion Financial Group
|
Apr 25, 2025 Q1 2025 |
358
shares
|
$9,286
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Blue Bell Private Wealth Management, LLC
|
May 05, 2025 Q1 2025 |
235
shares
|
$6,095
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Bank Of Montreal
Toronto, A6 |
May 13, 2025 Q1 2025 |
150
shares
|
$3,891
0.0% of portfolio
|
Q4 2024
Reduced 89.19%
|