Institutional Ownership First Tr Ex Td Viii Ft Cboe Ve (BUFR)
This table provides information about the institutional ownership of First Tr Ex Td Viii Ft Cboe Ve (BUFR). We have compiled data on the 382 institutions that hold shares in the stock, with a total of 152 Million shares, which have been reported (via 13F filing form) to have a value of $4.72 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
34,010,929
shares
|
$1.06 Billion
0.47% of portfolio
|
Q3 2024
Added 15.03%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 13, 2024 Q3 2024 |
8,292,636
shares
|
$258 Million
0.56% of portfolio
|
Q3 2024
Added 12.87%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
7,408,663
shares
|
$230 Million
0.34% of portfolio
|
Q3 2024
Added 13.18%
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
6,245,078
shares
|
$194 Million
0.06% of portfolio
|
Q3 2024
Added 15.57%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
5,053,555
shares
|
$157 Million
0.36% of portfolio
|
Q3 2024
Added 11.02%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
4,702,481
shares
|
$146 Million
0.03% of portfolio
|
Q3 2024
Added 29.08%
|
|
|
Cwm, LLC
|
Feb 04, 2025 Q4 2024 |
4,490,479
shares
|
$140 Million
0.57% of portfolio
|
Q4 2024
Reduced 2.13%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
2,964,008
shares
|
$92.1 Million
0.3% of portfolio
|
Q3 2024
Added 9.17%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 15, 2024 Q3 2024 |
2,870,208
shares
|
$89.2 Million
0.31% of portfolio
|
Q3 2024
Added 6.47%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jan 10, 2025 Q4 2024 |
2,037,780
shares
|
$63.3 Million
0.13% of portfolio
|
Q4 2024
Added 0.03%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 04, 2024 Q3 2024 |
1,963,202
shares
|
$61 Million
1.87% of portfolio
|
Q3 2024
Added 25.81%
|
|
|
Kestra Private Wealth Services, LLC
|
Jan 28, 2025 Q4 2024 |
1,857,220
shares
|
$57.7 Million
1.0% of portfolio
|
Q4 2024
Added 10.5%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2024 Q3 2024 |
1,788,758
shares
|
$55.6 Million
0.31% of portfolio
|
Q3 2024
Reduced 1.91%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2024 Q3 2024 |
1,659,969
shares
|
$51.6 Million
0.33% of portfolio
|
Q3 2024
Added 19.72%
|
|
|
Private Advisor Group, LLC
|
Jan 31, 2025 Q4 2024 |
1,604,858
shares
|
$49.9 Million
0.28% of portfolio
|
Q4 2024
Added 8.59%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
1,526,832
shares
|
$47.4 Million
1.33% of portfolio
|
Q3 2024
Added 14.53%
|
|
|
Truist Financial Corp
|
Jan 31, 2025 Q4 2024 |
1,506,161
shares
|
$46.8 Million
0.07% of portfolio
|
Q4 2024
Added 12.68%
|
|
|
Janney Montgomery Scott LLC
|
Jan 17, 2025 Q4 2024 |
1,379,094
shares
|
$42.8 Million
0.12% of portfolio
|
Q4 2024
Reduced 21.52%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jan 31, 2025 Q4 2024 |
1,374,696
shares
|
$42.7 Million
0.48% of portfolio
|
Q4 2024
Added 4.53%
|
|
|
Aptus Capital Advisors, LLC
|
Nov 05, 2024 Q3 2024 |
1,300,923
shares
|
$40.4 Million
0.62% of portfolio
|
Q3 2024
Added 7.26%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
Jan 29, 2025 Q4 2024 |
1,292,587
shares
|
$40.2 Million
1.87% of portfolio
|
Q4 2024
Added 21.02%
|
|
|
Brookstone Capital Management
|
Jan 13, 2025 Q4 2024 |
1,258,641
shares
|
$39.1 Million
0.64% of portfolio
|
Q4 2024
Added 8.53%
|
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
Nov 14, 2024 Q3 2024 |
1,217,206
shares
|
$37.8 Million
4.34% of portfolio
|
Q3 2024
Added 5.85%
|
|
|
Tradition Wealth Management, LLC
|
Nov 14, 2024 Q3 2024 |
1,180,566
shares
|
$36.7 Million
3.34% of portfolio
|
Q3 2024
Reduced 0.32%
|
|
|
Hobart Private Capital, LLC
Charlotte, NC |
Jan 28, 2025 Q4 2024 |
1,172,848
shares
|
$36.4 Million
8.87% of portfolio
|
Q4 2024
Added 1.0%
|