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 |
|---|---|---|---|---|---|
|
New Edge Wealth, LLC
Pittsburgh, PA |
Aug 11, 2025 Q2 2025 |
13,753
shares
|
$475,441
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Park Avenue Securities LLC
|
Jul 14, 2025 Q2 2025 |
13,659
shares
|
$472,191
0.0% of portfolio
|
Q2 2025
Reduced 37.95%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Jul 23, 2025 Q2 2025 |
13,439
shares
|
$464,586
0.04% of portfolio
|
Q1 2025
Added 40.09%
|
|
|
Dhjj Financial Advisors, Ltd.
|
Jul 21, 2025 Q2 2025 |
13,294
shares
|
$459,573
0.18% of portfolio
|
Q2 2025
Reduced 11.26%
|
|
|
Matauro, LLC
New York, NY |
Jul 21, 2025 Q2 2025 |
13,055
shares
|
$451,311
0.08% of portfolio
|
Q2 2025
Reduced 4.92%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
12,966
shares
|
$448,234
0.0% of portfolio
|
Q2 2025
Reduced 50.68%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Jul 28, 2025 Q2 2025 |
12,616
shares
|
$436,135
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Symphony Financial Services, Inc.
Akron, OH |
Aug 08, 2025 Q2 2025 |
10,976
shares
|
$379,440
0.22% of portfolio
|
Q2 2025
Added 55.12%
|
|
|
Cary Street Partners Financial LLC
Richmond, VA |
Aug 13, 2025 Q2 2025 |
10,939
shares
|
$378,161
0.01% of portfolio
|
Q2 2025
Reduced 17.53%
|
|
|
Journey Strategic Wealth LLC
Summit, NJ |
Aug 12, 2025 Q2 2025 |
10,698
shares
|
$369,829
0.01% of portfolio
|
Q2 2025
Added 1.3%
|
|
|
Novem Group
Rochester, NY |
Jul 16, 2025 Q2 2025 |
10,698
shares
|
$369,829
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
Aug 14, 2025 Q2 2025 |
10,312
shares
|
$356,485
0.01% of portfolio
|
Q2 2025
Reduced 0.04%
|
|
|
Lex Aurum Advisors, LLC
|
Jul 17, 2025 Q2 2025 |
10,233
shares
|
$353,754
0.06% of portfolio
|
Q2 2025
Reduced 63.69%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Aug 11, 2025 Q2 2025 |
10,007
shares
|
$345,941
0.01% of portfolio
|
Q2 2025
Added 281.66%
|
|
|
Advisor Resource Council
|
Aug 11, 2025 Q2 2025 |
9,572
shares
|
$330,904
0.13% of portfolio
|
Q2 2025
Added 40.76%
|
|
|
Stonebridge Financial Planning Group, LLC
|
Aug 05, 2025 Q2 2025 |
9,334
shares
|
$322,676
0.14% of portfolio
|
Q2 2025
Reduced 2.61%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Aug 14, 2025 Q2 2025 |
9,152
shares
|
$316,384
0.0% of portfolio
|
Q2 2025
Reduced 62.6%
|
|
|
Private Trust CO Na
|
Jul 29, 2025 Q2 2025 |
8,999
shares
|
$311,095
0.03% of portfolio
|
Q1 2025
Added 3.07%
|
|
|
Brookstone Capital Management
|
Jul 30, 2025 Q2 2025 |
8,991
shares
|
$310,818
0.0% of portfolio
|
Q2 2025
Added 3.25%
|
|
|
Private Portfolio Partners LLC
|
Feb 12, 2025 Q4 2024 |
8,864
shares
|
$306,428
0.05% of portfolio
|
Q3 2024
Reduced 2.21%
|
|
|
Sharper & Granite LLC
El Segundo, CA |
Jul 30, 2025 Q2 2025 |
8,389
shares
|
$290,007
0.11% of portfolio
|
Q2 2025
New holding
|
|
|
Steel Peak Wealth Management LLC
|
Jul 22, 2025 Q2 2025 |
8,250
shares
|
$285,202
0.01% of portfolio
|
Q1 2025
Reduced 10.33%
|
|
|
Balboa Wealth Partners
Newport Beach, CA |
Jul 29, 2025 Q2 2025 |
8,078
shares
|
$279,256
0.06% of portfolio
|
Q2 2025
Added 15.4%
|
|
|
Diligent Investors, LLC
|
Jul 21, 2025 Q2 2025 |
7,950
shares
|
$274,831
0.07% of portfolio
|
Q3 2024
Added 14.39%
|
|
|
Claris Financial LLC
Glen Allen, VA |
Aug 26, 2025 Q2 2025 |
7,435
shares
|
$257,027
0.21% of portfolio
|
Q2 2025
Added 2.76%
|