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 |
|---|---|---|---|---|---|
|
Aptus Capital Advisors, LLC
|
Aug 11, 2025 Q2 2025 |
1,150
shares
|
$31,303
0.0% of portfolio
|
Q1 2024
Added 35.29%
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
700
shares
|
$19,054
0.01% of portfolio
|
Q2 2024
Reduced 73.08%
|
|
|
Sound Income Strategies, LLC
|
Jul 17, 2025 Q2 2025 |
633
shares
|
$17,230
0.0% of portfolio
|
Q2 2025
Added 8.21%
|
|
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
Jul 07, 2025 Q2 2025 |
469
shares
|
$12,766
0.01% of portfolio
|
Q2 2025
Reduced 52.24%
|
|
|
Albion Financial Group
|
Jul 17, 2025 Q2 2025 |
358
shares
|
$9,744
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Blue Bell Private Wealth Management, LLC
|
Aug 11, 2025 Q2 2025 |
235
shares
|
$6,396
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Bank Of Montreal
Toronto, A6 |
Aug 05, 2025 Q2 2025 |
150
shares
|
$4,083
0.0% of portfolio
|
Q4 2024
Reduced 89.19%
|
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Jan 15, 2025 Q4 2024 |
19
shares
|
$517
0.0% of portfolio
|
Q4 2024
Reduced 99.96%
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
Aug 07, 2025 Q2 2025 |
2
shares
|
$54
0.0% of portfolio
|
Q2 2025
Reduced 33.33%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|