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 356 institutions that hold shares in the stock, with a total of 148 Million shares, which have been reported (via 13F filing form) to have a value of $4.5 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
|
$1.04 Billion
0.47% of portfolio
|
Q3 2024
Added 15.03%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 13, 2024 Q3 2024 |
8,292,636
shares
|
$253 Million
0.56% of portfolio
|
Q3 2024
Added 12.87%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
7,408,663
shares
|
$226 Million
0.34% of portfolio
|
Q3 2024
Added 13.18%
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
6,245,078
shares
|
$191 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
|
$154 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
|
$144 Million
0.03% of portfolio
|
Q3 2024
Added 29.08%
|
|
|
Cwm, LLC
|
Oct 08, 2024 Q3 2024 |
4,588,142
shares
|
$140 Million
0.59% of portfolio
|
Q3 2024
Added 42.12%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
2,964,008
shares
|
$90.5 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
|
$87.6 Million
0.31% of portfolio
|
Q3 2024
Added 6.47%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 23, 2024 Q3 2024 |
2,037,215
shares
|
$62.2 Million
0.14% of portfolio
|
Q3 2024
Added 21.1%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 04, 2024 Q3 2024 |
1,963,202
shares
|
$59.9 Million
1.87% of portfolio
|
Q3 2024
Added 25.81%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2024 Q3 2024 |
1,788,758
shares
|
$54.6 Million
0.31% of portfolio
|
Q3 2024
Reduced 1.91%
|
|
|
Janney Montgomery Scott LLC
|
Oct 29, 2024 Q3 2024 |
1,757,182
shares
|
$53.6 Million
0.15% of portfolio
|
Q3 2024
Added 1.16%
|
|
|
Kestra Private Wealth Services, LLC
|
Nov 13, 2024 Q3 2024 |
1,680,756
shares
|
$51.3 Million
0.95% of portfolio
|
Q3 2024
Added 11.74%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2024 Q3 2024 |
1,659,969
shares
|
$50.7 Million
0.33% of portfolio
|
Q3 2024
Added 19.72%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
1,526,832
shares
|
$46.6 Million
1.33% of portfolio
|
Q3 2024
Added 14.53%
|
|
|
Private Advisor Group, LLC
|
Oct 22, 2024 Q3 2024 |
1,477,936
shares
|
$45.1 Million
0.28% of portfolio
|
Q3 2024
Added 8.76%
|
|
|
Truist Financial Corp
|
Nov 13, 2024 Q3 2024 |
1,336,636
shares
|
$40.8 Million
0.06% of portfolio
|
Q3 2024
Added 5.37%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Nov 08, 2024 Q3 2024 |
1,315,140
shares
|
$40.1 Million
0.44% of portfolio
|
Q3 2024
Added 8.68%
|
|
|
Aptus Capital Advisors, LLC
|
Nov 05, 2024 Q3 2024 |
1,300,923
shares
|
$39.7 Million
0.62% of portfolio
|
Q3 2024
Added 7.26%
|
|
|
Milestone Asset Management, LLC
Pittsburgh, PA |
Oct 25, 2024 Q3 2024 |
1,260,706
shares
|
$38.5 Million
8.46% of portfolio
|
Q3 2024
Reduced 8.74%
|
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
Nov 14, 2024 Q3 2024 |
1,217,206
shares
|
$37.1 Million
4.34% of portfolio
|
Q3 2024
Added 5.85%
|
|
|
Tradition Wealth Management, LLC
|
Nov 14, 2024 Q3 2024 |
1,180,566
shares
|
$36 Million
3.34% of portfolio
|
Q3 2024
Reduced 0.32%
|
|
|
Creekmur Asset Management LLC
Morton, IL |
Oct 25, 2024 Q3 2024 |
1,166,026
shares
|
$35.6 Million
8.19% of portfolio
|
Q3 2024
Added 6.63%
|
|
|
Hobart Private Capital, LLC
Charlotte, NC |
Nov 07, 2024 Q3 2024 |
1,161,191
shares
|
$35.4 Million
8.88% of portfolio
|
Q3 2024
Added 4.49%
|