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 |
|---|---|---|---|---|---|
|
Regal Investment Advisors LLC
Kentwood, MI |
Aug 11, 2025 Q2 2025 |
10,549
shares
|
$287,143
0.02% of portfolio
|
Q4 2024
Reduced 7.05%
|
|
|
Private Trust CO Na
|
Jul 29, 2025 Q2 2025 |
10,361
shares
|
$282,026
0.03% of portfolio
|
Q2 2025
Added 6.51%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Aug 06, 2025 Q2 2025 |
10,280
shares
|
$279,821
0.03% of portfolio
|
Q1 2025
Reduced 50.0%
|
|
|
Advisor Resource Council
|
Aug 11, 2025 Q2 2025 |
10,135
shares
|
$275,874
0.11% of portfolio
|
Q2 2025
Added 5.08%
|
|
|
Chris Bulman Inc
Roseville, CA |
Jul 14, 2025 Q2 2025 |
9,704
shares
|
$264,142
0.15% of portfolio
|
Q2 2025
Reduced 13.81%
|
|
|
Cascade Investment Group, Inc.
Colorado Springs, CO |
Jul 24, 2025 Q2 2025 |
9,680
shares
|
$263,489
0.18% of portfolio
|
Q2 2025
Reduced 1.56%
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Aug 14, 2025 Q2 2025 |
8,991
shares
|
$244,735
0.02% of portfolio
|
Q2 2025
Reduced 0.59%
|
|
|
Hb Wealth Management, LLC
|
Jul 17, 2025 Q2 2025 |
8,986
shares
|
$244,598
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Essex Financial Services, Inc.
|
Jul 16, 2025 Q2 2025 |
8,902
shares
|
$242,312
0.02% of portfolio
|
Q1 2025
Added 11.25%
|
|
|
Schulz Wealth, Ltd.
Mansfield, TX |
Jul 07, 2025 Q2 2025 |
8,628
shares
|
$234,854
0.17% of portfolio
|
Q2 2025
Reduced 36.87%
|
|
|
Edge Capital Group, LLC
|
Feb 04, 2025 Q4 2024 |
8,421
shares
|
$229,219
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Summit Wealth Partners, LLC
Orlando, FL |
Aug 11, 2025 Q2 2025 |
8,243
shares
|
$224,374
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Jul 25, 2025 Q2 2025 |
8,196
shares
|
$223,095
0.0% of portfolio
|
Q2 2025
Reduced 93.52%
|
|
|
Wsfs Capital Management, LLC
Philadelphia, PA |
Aug 06, 2025 Q2 2025 |
8,146
shares
|
$221,734
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Core Wealth Advisors, Inc.
Lakeland, FL |
Aug 14, 2025 Q2 2025 |
8,105
shares
|
$220,618
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Prospera Financial Services Inc
|
Aug 06, 2025 Q2 2025 |
7,926
shares
|
$215,745
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Cornerstone Wealth Management, LLC
|
Aug 12, 2025 Q2 2025 |
7,819
shares
|
$212,833
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Strategic Asset Management, LLC
|
Nov 01, 2022 Q3 2022 |
6,790
shares
|
$184,823
0.23% of portfolio
|
Q2 2022
Added 17.27%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
5,251
shares
|
$142,932
0.0% of portfolio
|
Q2 2025
Added 232.76%
|
|
|
Assetmark, Inc
|
Aug 04, 2025 Q2 2025 |
4,146
shares
|
$112,854
0.0% of portfolio
|
Q2 2025
Added 14.91%
|
|
|
Dhjj Financial Advisors, Ltd.
|
Jul 21, 2025 Q2 2025 |
3,645
shares
|
$99,216
0.04% of portfolio
|
Q2 2025
Reduced 30.83%
|
|
|
Northwestern Mutual Wealth Management CO
|
Aug 13, 2025 Q2 2025 |
2,972
shares
|
$80,897
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
N.E.W. Advisory Services LLC
|
Aug 18, 2025 Q2 2025 |
2,105
shares
|
$57,298
0.01% of portfolio
|
Q2 2025
Reduced 65.41%
|
|
|
Creative Financial Designs Inc
|
Aug 04, 2025 Q2 2025 |
1,435
shares
|
$39,060
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Larson Financial Group LLC
|
Aug 08, 2025 Q2 2025 |
1,220
shares
|
$33,208
0.0% of portfolio
|
Q3 2022
New holding
|