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 |
|---|---|---|---|---|---|
|
Golden State Equity Partners
South Coast Metro, CA |
Jul 14, 2025 Q2 2025 |
7,349
shares
|
$254,054
0.05% of portfolio
|
Q2 2025
Reduced 29.68%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
Aug 13, 2025 Q2 2025 |
7,249
shares
|
$250,597
0.01% of portfolio
|
Q2 2025
Reduced 36.02%
|
|
|
Heritage Wealth Partners, LLC
Dublin, OH |
May 14, 2025 Q1 2025 |
7,245
shares
|
$250,459
0.33% of portfolio
|
Q1 2025
Reduced 1.23%
|
|
|
Prospect Financial Services LLC
Melville, NY |
Aug 05, 2025 Q2 2025 |
7,137
shares
|
$246,726
0.12% of portfolio
|
Q2 2025
Reduced 2.77%
|
|
|
Transcend Capital Advisors, LLC
|
Aug 01, 2025 Q2 2025 |
7,112
shares
|
$245,861
0.02% of portfolio
|
Q2 2025
Added 1.43%
|
|
|
Smith, Moore & Co.
Clayton, MO |
Aug 13, 2025 Q2 2025 |
7,084
shares
|
$244,893
0.02% of portfolio
|
Q2 2025
Reduced 7.81%
|
|
|
Ifp Advisors, Inc
|
Jul 24, 2025 Q2 2025 |
6,790
shares
|
$234,730
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Accurate Wealth Management, LLC
|
Jul 15, 2025 Q2 2025 |
6,725
shares
|
$232,483
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Western Wealth Management, LLC
|
Aug 08, 2025 Q2 2025 |
6,656
shares
|
$230,097
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Hbk Sorce Advisory LLC
Erie, PA |
Aug 04, 2025 Q2 2025 |
6,087
shares
|
$210,427
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
5,550
shares
|
$191,863
0.06% of portfolio
|
Q1 2024
New holding
|
|
|
Global Retirement Partners, LLC
|
Aug 12, 2025 Q2 2025 |
3,697
shares
|
$127,805
0.0% of portfolio
|
Q2 2025
Added 71.63%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Jul 08, 2025 Q2 2025 |
3,275
shares
|
$113,216
0.01% of portfolio
|
Q1 2025
Added 109066.67%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jul 21, 2025 Q2 2025 |
3,175
shares
|
$109,759
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Ae Wealth Management LLC
|
Aug 06, 2025 Q2 2025 |
2,176
shares
|
$75,224
0.0% of portfolio
|
Q2 2025
Reduced 7.01%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
1,938
shares
|
$66,996
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Whipplewood Advisors, LLC
Littleton, CO |
Jul 31, 2025 Q2 2025 |
1,889
shares
|
$65,302
0.03% of portfolio
|
Q2 2025
Reduced 13.78%
|
|
|
Morgan Stanley
New York, NY |
Aug 15, 2025 Q2 2025 |
1,663
shares
|
$57,489
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Wintrust Investments LLC
Chicago, IL |
Feb 10, 2025 Q4 2024 |
1,159
shares
|
$40,066
0.03% of portfolio
|
Q4 2024
Added 50.52%
|
|
|
Steward Partners Investment Advisory, LLC
|
Aug 12, 2025 Q2 2025 |
812
shares
|
$28,070
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Assetmark, Inc
|
Aug 04, 2025 Q2 2025 |
793
shares
|
$27,414
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Capital Investment Advisory Services, LLC
|
Aug 08, 2025 Q2 2025 |
33
shares
|
$1,140
0.0% of portfolio
|
Q2 2025
Reduced 43.1%
|
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Jan 15, 2025 Q4 2024 |
16
shares
|
$553
0.0% of portfolio
|
Q4 2024
Reduced 99.94%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|