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 $951 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Essex Financial Services, Inc.
|
Jan 29, 2025 Q4 2024 |
8,002
shares
|
$204,611
0.01% of portfolio
|
Q4 2024
Reduced 9.6%
|
|
|
Dhjj Financial Advisors, Ltd.
|
Jan 29, 2025 Q4 2024 |
7,370
shares
|
$188,450
0.08% of portfolio
|
Q4 2024
Reduced 22.46%
|
|
|
Strategic Asset Management, LLC
|
Nov 01, 2022 Q3 2022 |
6,790
shares
|
$173,620
0.23% of portfolio
|
Q2 2022
Added 17.27%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Jan 17, 2025 Q4 2024 |
3,850
shares
|
$98,444
0.0% of portfolio
|
Q4 2024
Added 18.1%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Feb 13, 2025 Q4 2024 |
2,176
shares
|
$55,640
0.0% of portfolio
|
Q4 2024
Reduced 44.65%
|
|
|
Assetmark, Inc
|
Feb 06, 2025 Q4 2024 |
1,686
shares
|
$43,111
0.0% of portfolio
|
Q4 2024
Added 16.76%
|
|
|
Creative Financial Designs Inc
|
Feb 10, 2025 Q4 2024 |
1,435
shares
|
$36,692
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Geneos Wealth Management Inc.
|
Jan 21, 2025 Q4 2024 |
1,234
shares
|
$31,553
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Larson Financial Group LLC
|
Feb 07, 2025 Q4 2024 |
1,220
shares
|
$31,195
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Aptus Capital Advisors, LLC
|
Feb 14, 2025 Q4 2024 |
1,150
shares
|
$29,405
0.0% of portfolio
|
Q1 2024
Added 35.29%
|
|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
1,128
shares
|
$28,842
0.0% of portfolio
|
Q4 2024
Reduced 1.91%
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
700
shares
|
$17,899
0.01% of portfolio
|
Q2 2024
Reduced 73.08%
|
|
|
Sound Income Strategies, LLC
|
Jan 21, 2025 Q4 2024 |
585
shares
|
$14,958
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Jpmorgan Chase & CO
New York, NY |
Feb 12, 2025 Q4 2024 |
488
shares
|
$12,478
0.0% of portfolio
|
Q4 2024
Reduced 95.74%
|
|
|
Us Bancorp \De\
|
Feb 05, 2025 Q4 2024 |
441
shares
|
$11,276
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Albion Financial Group
|
Jan 17, 2025 Q4 2024 |
358
shares
|
$9,154
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Blue Bell Private Wealth Management, LLC
|
Feb 06, 2025 Q4 2024 |
235
shares
|
$6,008
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Bank Of Montreal
Toronto, A6 |
Feb 13, 2025 Q4 2024 |
150
shares
|
$3,835
0.0% of portfolio
|
Q4 2024
Reduced 89.19%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Jan 22, 2025 Q4 2024 |
27
shares
|
$690
0.06% of portfolio
|
Q4 2024
Reduced 99.9%
|
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Jan 15, 2025 Q4 2024 |
19
shares
|
$485
0.0% of portfolio
|
Q4 2024
Reduced 99.96%
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
Feb 05, 2025 Q4 2024 |
2
shares
|
$51
0.0% of portfolio
|
Q4 2024
New holding
|