Institutional Ownership First Tr Ex Tr Fd Viii Ft Cboe (BUFQ)
This table provides information about the institutional ownership of First Tr Ex Tr Fd Viii Ft Cboe (BUFQ). We have compiled data on the 81 institutions that hold shares in the stock, with a total of 14.5 Million shares, which have been reported (via 13F filing form) to have a value of $418 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Lpl Financial LLC
Fort Mill, SC |
May 10, 2024 Q1 2024 |
4,841,238
shares
|
$140 Million
0.08% of portfolio
|
Q1 2024
Added 54.61%
|
|
|
Good Life Advisors, LLC
|
May 02, 2024 Q1 2024 |
772,168
shares
|
$22.3 Million
1.95% of portfolio
|
Q1 2024
Reduced 0.7%
|
|
|
Commonwealth Equity Services, LLC
|
Apr 29, 2024 Q1 2024 |
655,918
shares
|
$18.9 Million
0.03% of portfolio
|
Q1 2024
Added 20.09%
|
|
|
Creekmur Asset Management LLC
Morton, IL |
May 15, 2024 Q1 2024 |
645,336
shares
|
$18.6 Million
6.26% of portfolio
|
Q1 2024
Reduced 15.44%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2024 Q1 2024 |
556,369
shares
|
$16.1 Million
0.0% of portfolio
|
Q1 2024
Added 59.05%
|
|
|
Fischer Investment Strategies, LLC
Westlake Village, CA |
May 14, 2024 Q1 2024 |
520,181
shares
|
$15 Million
12.89% of portfolio
|
Q1 2024
New holding
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 10, 2024 Q1 2024 |
490,744
shares
|
$14.2 Million
0.03% of portfolio
|
Q1 2024
Added 25.14%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 24, 2024 Q1 2024 |
468,648
shares
|
$13.5 Million
0.03% of portfolio
|
Q1 2024
Added 239.85%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
May 14, 2024 Q1 2024 |
420,164
shares
|
$12.1 Million
0.66% of portfolio
|
Q1 2024
Reduced 1.93%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Jan 12, 2024 Q4 2023 |
385,232
shares
|
$11.1 Million
0.68% of portfolio
|
Q4 2023
New holding
|
|
|
Mariner, LLC
Overland Park, KS |
May 15, 2024 Q1 2024 |
367,289
shares
|
$10.6 Million
0.02% of portfolio
|
Q1 2024
Added 30.07%
|
|
|
River Tree Advisors, LLC
Winter Park, FL |
Apr 15, 2024 Q1 2024 |
296,500
shares
|
$8.56 Million
6.01% of portfolio
|
Q1 2024
Reduced 8.35%
|
|
|
Prospera Financial Services Inc
|
Feb 14, 2024 Q4 2023 |
295,108
shares
|
$8.52 Million
0.27% of portfolio
|
Q4 2023
New holding
|
|
|
Stratos Wealth Partners, Ltd.
|
Apr 16, 2024 Q1 2024 |
286,295
shares
|
$8.27 Million
0.14% of portfolio
|
Q1 2024
Added 6.05%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
May 14, 2024 Q1 2024 |
231,189
shares
|
$6.68 Million
0.03% of portfolio
|
Q1 2024
Added 9.16%
|
|
|
Envestnet Asset Management Inc
|
May 13, 2024 Q1 2024 |
231,179
shares
|
$6.68 Million
0.0% of portfolio
|
Q1 2024
Added 189.89%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 24, 2024 Q1 2024 |
216,563
shares
|
$6.25 Million
0.02% of portfolio
|
Q1 2024
Added 30.17%
|
|
|
Concorde Asset Management, LLC
|
May 15, 2024 Q1 2024 |
177,868
shares
|
$5.14 Million
3.37% of portfolio
|
Q1 2024
New holding
|
|
|
Valtinson Bruner Financial Planning LLC
|
Apr 29, 2024 Q1 2024 |
175,166
shares
|
$5.06 Million
2.68% of portfolio
|
Q1 2024
Added 52.86%
|
|
|
Kestra Advisory Services, LLC
|
May 15, 2024 Q1 2024 |
174,969
shares
|
$5.05 Million
0.03% of portfolio
|
Q1 2024
Added 103.32%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 14, 2024 Q1 2024 |
159,940
shares
|
$4.62 Million
0.04% of portfolio
|
Q1 2024
Added 20.67%
|
|
|
Focus Wealth Advisors, LLC
|
Apr 11, 2024 Q1 2024 |
159,616
shares
|
$4.61 Million
2.62% of portfolio
|
Q1 2024
Added 22.16%
|
|
|
Mach 1 Financial Group, LLC
Bentonville, AR |
May 10, 2024 Q1 2024 |
151,445
shares
|
$4.37 Million
3.45% of portfolio
|
Q1 2024
Added 8.1%
|
|
|
Integrated Wealth Concepts LLC
|
May 15, 2024 Q1 2024 |
138,779
shares
|
$4.01 Million
0.06% of portfolio
|
Q1 2024
Added 194.9%
|
|
|
Pitti Group Wealth Management, LLC
|
Apr 24, 2024 Q1 2024 |
135,806
shares
|
$3.92 Million
4.48% of portfolio
|
Q1 2024
New holding
|
|