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 468 institutions that hold shares in the stock, with a total of 187 Million shares, which have been reported (via 13F filing form) to have a value of $6.11 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
56,583
shares
|
$1.85 Million
0.01% of portfolio
|
Q1 2025
Added 377.41%
|
|
|
Lion Street Advisors, LLC
|
Jul 25, 2025 Q2 2025 |
56,448
shares
|
$1.85 Million
0.57% of portfolio
|
Q2 2025
Added 3.99%
|
|
|
Tfb Advisors LLC
Overland Park, KS |
Jul 30, 2025 Q2 2025 |
56,380
shares
|
$1.85 Million
0.48% of portfolio
|
Q2 2025
Reduced 31.6%
|
|
|
Magnolia Capital Advisors LLC
Jackson, MS |
Aug 05, 2025 Q2 2025 |
56,100
shares
|
$1.84 Million
0.47% of portfolio
|
Q2 2025
Reduced 0.4%
|
|
|
Global Retirement Partners, LLC
|
Aug 12, 2025 Q2 2025 |
56,041
shares
|
$1.83 Million
0.05% of portfolio
|
Q2 2025
Added 10.89%
|
|
|
Triad Wealth Partners, LLC
Lawrence, KS |
Jul 21, 2025 Q2 2025 |
54,676
shares
|
$1.79 Million
0.35% of portfolio
|
Q2 2025
Added 413.82%
|
|
|
Keudell
|
Jul 22, 2025 Q2 2025 |
53,678
shares
|
$1.76 Million
0.4% of portfolio
|
Q2 2025
Added 4.3%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Jul 23, 2025 Q2 2025 |
53,563
shares
|
$1.75 Million
0.13% of portfolio
|
Q1 2025
Added 29.65%
|
|
|
Purus Wealth Management, LLC
|
Aug 11, 2025 Q2 2025 |
53,425
shares
|
$1.75 Million
0.62% of portfolio
|
Q2 2025
Added 1.37%
|
|
|
Cornerstone Wealth Management, LLC
|
Aug 12, 2025 Q2 2025 |
52,166
shares
|
$1.71 Million
0.1% of portfolio
|
Q2 2025
Added 1.61%
|
|
|
Lane & Associates LLC
Moorestown, NJ |
May 01, 2025 Q1 2025 |
50,967
shares
|
$1.67 Million
0.82% of portfolio
|
Q1 2025
Added 30.9%
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
Aug 14, 2025 Q2 2025 |
50,280
shares
|
$1.65 Million
0.06% of portfolio
|
Q2 2025
Reduced 1.72%
|
|
|
Apollon Financial, LLC
Mount Pleasant, SC |
Jul 24, 2025 Q2 2025 |
49,985
shares
|
$1.64 Million
0.33% of portfolio
|
Q2 2025
Reduced 1.61%
|
|
|
Novem Group
Rochester, NY |
Jul 16, 2025 Q2 2025 |
49,451
shares
|
$1.62 Million
0.2% of portfolio
|
Q2 2025
Added 29.24%
|
|
|
Precedent Wealth Partners, LLC
Houston, TX |
Jul 21, 2025 Q2 2025 |
48,829
shares
|
$1.6 Million
0.38% of portfolio
|
Q2 2025
Added 26.69%
|
|
|
Dhjj Financial Advisors, Ltd.
|
Jul 21, 2025 Q2 2025 |
47,875
shares
|
$1.57 Million
0.63% of portfolio
|
Q2 2025
Reduced 14.38%
|
|
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
Jul 22, 2025 Q2 2025 |
47,167
shares
|
$1.54 Million
0.56% of portfolio
|
Q2 2025
Reduced 40.49%
|
|
|
Blue Bell Private Wealth Management, LLC
|
Aug 11, 2025 Q2 2025 |
46,163
shares
|
$1.51 Million
0.26% of portfolio
|
Q2 2025
Reduced 3.67%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Aug 14, 2025 Q2 2025 |
45,588
shares
|
$1.49 Million
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Cedrus LLC
Littleton, CO |
Oct 18, 2024 Q3 2024 |
45,095
shares
|
$1.48 Million
0.5% of portfolio
|
Q3 2024
Added 184.13%
|
|
|
Bank Of Montreal
Toronto, A6 |
Aug 05, 2025 Q2 2025 |
44,238
shares
|
$1.45 Million
0.0% of portfolio
|
Q2 2025
Added 16.42%
|
|
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
Jul 22, 2025 Q2 2025 |
43,937
shares
|
$1.44 Million
0.63% of portfolio
|
Q2 2025
Added 117.06%
|
|
|
Asset Allocation Strategies LLC
Farmington, MI |
Aug 15, 2025 Q2 2025 |
43,123
shares
|
$1.41 Million
0.3% of portfolio
|
Q2 2025
Added 15.18%
|
|
|
Mascagni Wealth Management, Inc.
Clinton, MS |
Aug 06, 2025 Q2 2025 |
42,912
shares
|
$1.4 Million
1.16% of portfolio
|
Q2 2025
Added 0.32%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Aug 14, 2025 Q2 2025 |
41,950
shares
|
$1.37 Million
0.0% of portfolio
|
Q2 2025
Added 10.25%
|