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 149 institutions that hold shares in the stock, with a total of 25.4 Million shares, which have been reported (via 13F filing form) to have a value of $878 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Seros Financial, LLC
Tempe, AZ |
Jul 21, 2025 Q2 2025 |
214,062
shares
|
$7.4 Million
4.5% of portfolio
|
Q2 2025
Added 2.44%
|
|
|
River Tree Advisors, LLC
Winter Park, FL |
Jul 23, 2025 Q2 2025 |
186,894
shares
|
$6.46 Million
5.2% of portfolio
|
Q2 2025
Reduced 16.87%
|
|
|
Focus Wealth Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
171,785
shares
|
$5.94 Million
3.26% of portfolio
|
Q2 2025
Added 0.62%
|
|
|
Prism Advisors, Inc.
|
Jul 08, 2025 Q2 2025 |
168,631
shares
|
$5.83 Million
1.64% of portfolio
|
Q2 2025
Reduced 15.29%
|
|
|
Private Advisor Group, LLC
|
Aug 11, 2025 Q2 2025 |
168,199
shares
|
$5.81 Million
0.03% of portfolio
|
Q2 2025
Added 50.94%
|
|
|
Pitti Group Wealth Management, LLC
|
Jul 15, 2025 Q2 2025 |
140,450
shares
|
$4.86 Million
5.03% of portfolio
|
Q2 2025
Added 1.95%
|
|
|
World Equity Group, Inc.
Schaumburg, IL |
Jul 15, 2025 Q2 2025 |
115,927
shares
|
$4.01 Million
1.05% of portfolio
|
Q2 2025
Reduced 6.26%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Aug 06, 2025 Q2 2025 |
97,930
shares
|
$3.39 Million
0.4% of portfolio
|
Q2 2025
Added 0.08%
|
|
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
Aug 13, 2025 Q2 2025 |
96,488
shares
|
$3.34 Million
1.07% of portfolio
|
Q2 2025
Added 2.48%
|
|
|
Ifg Advisory, LLC
|
Aug 04, 2025 Q2 2025 |
95,057
shares
|
$3.29 Million
0.17% of portfolio
|
Q2 2025
Added 3.48%
|
|
|
Richmond Investment Services, LLC
Mequon, WI |
Aug 12, 2025 Q2 2025 |
93,324
shares
|
$3.23 Million
0.65% of portfolio
|
Q2 2025
Added 97.88%
|
|
|
Aptus Capital Advisors, LLC
|
Aug 11, 2025 Q2 2025 |
90,493
shares
|
$3.13 Million
0.03% of portfolio
|
Q2 2025
Added 5.91%
|
|
|
Financial Guidance Group, Inc.
|
Jul 29, 2025 Q2 2025 |
89,830
shares
|
$3.11 Million
1.69% of portfolio
|
Q2 2025
Added 6.06%
|
|
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
Aug 14, 2025 Q2 2025 |
86,997
shares
|
$3.01 Million
1.83% of portfolio
|
Q2 2025
Reduced 0.49%
|
|
|
Atria Investments LLC
Charlotte, NC |
Aug 04, 2025 Q2 2025 |
86,403
shares
|
$2.99 Million
0.04% of portfolio
|
Q2 2025
Added 611.55%
|
|
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
Aug 14, 2025 Q2 2025 |
83,655
shares
|
$2.89 Million
0.0% of portfolio
|
Q2 2025
Added 587.44%
|
|
|
Truist Financial Corp
|
Jul 18, 2025 Q2 2025 |
81,807
shares
|
$2.83 Million
0.0% of portfolio
|
Q2 2025
Reduced 2.49%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Aug 05, 2025 Q2 2025 |
77,626
shares
|
$2.68 Million
0.08% of portfolio
|
Q2 2025
Reduced 21.66%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jul 22, 2025 Q2 2025 |
74,720
shares
|
$2.58 Million
0.06% of portfolio
|
Q2 2025
Added 38.66%
|
|
|
Kovack Advisors, Inc.
|
Aug 04, 2025 Q2 2025 |
71,685
shares
|
$2.48 Million
0.24% of portfolio
|
Q2 2025
Reduced 0.26%
|
|
|
Legacy Investment Solutions, LLC
Meridian, ID |
Aug 06, 2025 Q2 2025 |
71,427
shares
|
$2.47 Million
1.97% of portfolio
|
Q2 2025
Added 58.24%
|
|
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
Aug 06, 2025 Q2 2025 |
71,427
shares
|
$2.47 Million
1.97% of portfolio
|
Q2 2025
Added 39.32%
|
|
|
Midwest Financial Group LLC
Overland Park, KS |
Jul 17, 2025 Q2 2025 |
71,019
shares
|
$2.46 Million
1.24% of portfolio
|
Q2 2025
Added 3.06%
|
|
|
Prasad Wealth Partners, LLC
Independence, OH |
Jul 23, 2025 Q2 2025 |
70,648
shares
|
$2.44 Million
0.69% of portfolio
|
Q2 2025
Added 1.26%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Aug 08, 2025 Q2 2025 |
68,588
shares
|
$2.37 Million
0.04% of portfolio
|
Q2 2025
Added 268.61%
|