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 152 institutions that hold shares in the stock, with a total of 25.3 Million shares, which have been reported (via 13F filing form) to have a value of $882 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Rfg Advisory, LLC
Birmingham, AL |
Jul 28, 2025 Q2 2025 |
12,616
shares
|
$439,289
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 29, 2025 Q3 2025 |
12,283
shares
|
$427,694
0.0% of portfolio
|
Q3 2025
Reduced 5.27%
|
|
|
Matauro, LLC
New York, NY |
Oct 10, 2025 Q3 2025 |
12,256
shares
|
$426,753
0.07% of portfolio
|
Q3 2025
Reduced 6.12%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Oct 23, 2025 Q3 2025 |
11,882
shares
|
$413,731
0.03% of portfolio
|
Q3 2025
Reduced 11.59%
|
|
|
Transcend Capital Advisors, LLC
|
Nov 04, 2025 Q3 2025 |
11,835
shares
|
$412,094
0.03% of portfolio
|
Q3 2025
Added 66.41%
|
|
|
Atlas Private Wealth Advisors
Matawan, NJ |
Nov 03, 2025 Q3 2025 |
11,829
shares
|
$411,885
0.11% of portfolio
|
Q3 2025
Reduced 60.93%
|
|
|
Chris Bulman Inc
Roseville, CA |
Oct 20, 2025 Q3 2025 |
11,366
shares
|
$395,764
0.2% of portfolio
|
Q3 2025
New holding
|
|
|
Brookstone Capital Management
|
Oct 15, 2025 Q3 2025 |
11,246
shares
|
$391,585
0.01% of portfolio
|
Q3 2025
Added 25.08%
|
|
|
Symphony Financial Services, Inc.
Akron, OH |
Aug 08, 2025 Q2 2025 |
10,976
shares
|
$382,184
0.22% of portfolio
|
Q2 2025
Added 55.12%
|
|
|
Cary Street Partners Financial LLC
Richmond, VA |
Aug 13, 2025 Q2 2025 |
10,939
shares
|
$380,895
0.01% of portfolio
|
Q2 2025
Reduced 17.53%
|
|
|
Sovran Advisors, LLC
San Diego, CA |
Oct 31, 2025 Q3 2025 |
10,921
shares
|
$380,269
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Journey Strategic Wealth LLC
Summit, NJ |
Aug 12, 2025 Q2 2025 |
10,698
shares
|
$372,504
0.01% of portfolio
|
Q2 2025
Added 1.3%
|
|
|
Novem Group
Rochester, NY |
Jul 16, 2025 Q2 2025 |
10,698
shares
|
$372,504
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
Aug 14, 2025 Q2 2025 |
10,312
shares
|
$359,063
0.01% of portfolio
|
Q2 2025
Reduced 0.04%
|
|
|
Lex Aurum Advisors, LLC
|
Jul 17, 2025 Q2 2025 |
10,233
shares
|
$356,313
0.06% of portfolio
|
Q2 2025
Reduced 63.69%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Aug 11, 2025 Q2 2025 |
10,007
shares
|
$348,443
0.01% of portfolio
|
Q2 2025
Added 281.66%
|
|
|
Advisor Resource Council
|
Aug 11, 2025 Q2 2025 |
9,572
shares
|
$333,297
0.13% of portfolio
|
Q2 2025
Added 40.76%
|
|
|
Stonebridge Financial Planning Group, LLC
|
Aug 05, 2025 Q2 2025 |
9,334
shares
|
$325,009
0.14% of portfolio
|
Q2 2025
Reduced 2.61%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Aug 14, 2025 Q2 2025 |
9,152
shares
|
$318,672
0.0% of portfolio
|
Q2 2025
Reduced 62.6%
|
|
|
Private Portfolio Partners LLC
|
Feb 12, 2025 Q4 2024 |
8,864
shares
|
$308,644
0.05% of portfolio
|
Q3 2024
Reduced 2.21%
|
|
|
Private Trust CO Na
|
Oct 15, 2025 Q3 2025 |
8,557
shares
|
$297,954
0.03% of portfolio
|
Q3 2025
Reduced 4.91%
|
|
|
Steel Peak Wealth Management LLC
|
Oct 21, 2025 Q3 2025 |
8,250
shares
|
$287,265
0.01% of portfolio
|
Q1 2025
Reduced 10.33%
|
|
|
Balboa Wealth Partners
Newport Beach, CA |
Jul 29, 2025 Q2 2025 |
8,078
shares
|
$281,275
0.06% of portfolio
|
Q2 2025
Added 15.4%
|
|
|
Diligent Investors, LLC
|
Jul 21, 2025 Q2 2025 |
7,950
shares
|
$276,819
0.07% of portfolio
|
Q3 2024
Added 14.39%
|
|
|
Claris Financial LLC
Glen Allen, VA |
Aug 26, 2025 Q2 2025 |
7,435
shares
|
$258,886
0.21% of portfolio
|
Q2 2025
Added 2.76%
|