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 457 institutions that hold shares in the stock, with a total of 184 Million shares, which have been reported (via 13F filing form) to have a value of $5.72 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Gps Wealth Strategies Group, LLC
|
Apr 15, 2025 Q1 2025 |
58,128
shares
|
$1.8 Million
0.24% of portfolio
|
Q1 2025
Reduced 0.2%
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
56,583
shares
|
$1.75 Million
0.01% of portfolio
|
Q1 2025
Added 377.41%
|
|
|
Trilogy Capital Inc.
|
May 06, 2025 Q1 2025 |
56,568
shares
|
$1.75 Million
0.09% of portfolio
|
Q1 2025
Added 128.51%
|
|
|
Magnolia Capital Advisors LLC
Jackson, MS |
May 13, 2025 Q1 2025 |
56,327
shares
|
$1.75 Million
0.47% of portfolio
|
Q1 2025
Added 1.3%
|
|
|
Dhjj Financial Advisors, Ltd.
|
Apr 18, 2025 Q1 2025 |
55,917
shares
|
$1.73 Million
0.76% of portfolio
|
Q1 2025
Added 10.76%
|
|
|
Able Financial Group, LLC
Scottsdale, AZ |
Apr 25, 2025 Q1 2025 |
55,865
shares
|
$1.73 Million
0.47% of portfolio
|
Q1 2025
Reduced 76.18%
|
|
|
Lion Street Advisors, LLC
|
Apr 18, 2025 Q1 2025 |
54,284
shares
|
$1.68 Million
0.53% of portfolio
|
Q1 2025
Added 5.75%
|
|
|
Independent Wealth Network Inc.
|
May 02, 2025 Q1 2025 |
53,094
shares
|
$1.65 Million
0.67% of portfolio
|
Q1 2025
Added 26.5%
|
|
|
Purus Wealth Management, LLC
|
May 14, 2025 Q1 2025 |
52,701
shares
|
$1.63 Million
0.69% of portfolio
|
Q1 2025
Reduced 2.49%
|
|
|
Rda Financial Network
|
Apr 14, 2025 Q1 2025 |
52,662
shares
|
$1.63 Million
0.47% of portfolio
|
Q1 2025
Added 0.51%
|
|
|
Keudell
|
Apr 22, 2025 Q1 2025 |
51,463
shares
|
$1.6 Million
0.37% of portfolio
|
Q1 2025
Reduced 42.54%
|
|
|
Cornerstone Wealth Management, LLC
|
Apr 18, 2025 Q1 2025 |
51,341
shares
|
$1.59 Million
0.11% of portfolio
|
Q1 2025
Added 24.43%
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
May 05, 2025 Q1 2025 |
51,160
shares
|
$1.59 Million
0.09% of portfolio
|
Q1 2025
Added 6.74%
|
|
|
Lane & Associates LLC
Moorestown, NJ |
May 01, 2025 Q1 2025 |
50,967
shares
|
$1.58 Million
0.82% of portfolio
|
Q1 2025
Added 30.9%
|
|
|
Apollon Financial, LLC
Mount Pleasant, SC |
May 01, 2025 Q1 2025 |
50,804
shares
|
$1.57 Million
0.35% of portfolio
|
Q1 2025
Added 26.51%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
50,536
shares
|
$1.57 Million
0.05% of portfolio
|
Q4 2024
Added 9.15%
|
|
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
May 16, 2025 Q1 2025 |
49,821
shares
|
$1.54 Million
1.22% of portfolio
|
Q1 2025
Added 14.37%
|
|
|
Blue Bell Private Wealth Management, LLC
|
May 05, 2025 Q1 2025 |
47,922
shares
|
$1.49 Million
0.28% of portfolio
|
Q1 2025
Reduced 0.76%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
May 14, 2025 Q1 2025 |
47,215
shares
|
$1.46 Million
0.05% of portfolio
|
Q1 2025
Added 4.65%
|
|
|
Cedrus LLC
Littleton, CO |
Oct 18, 2024 Q3 2024 |
45,095
shares
|
$1.4 Million
0.5% of portfolio
|
Q3 2024
Added 184.13%
|
|
|
Atlas Private Wealth Advisors
Matawan, NJ |
Apr 17, 2025 Q1 2025 |
44,916
shares
|
$1.39 Million
0.19% of portfolio
|
Q1 2025
Reduced 30.86%
|
|
|
Qube Research & Technologies LTD
London, X0 |
May 15, 2025 Q1 2025 |
44,721
shares
|
$1.39 Million
0.0% of portfolio
|
Q1 2025
Added 2.27%
|
|
|
Legacy Investment Solutions, LLC
Meridian, ID |
Feb 13, 2025 Q4 2024 |
43,561
shares
|
$1.35 Million
0.95% of portfolio
|
Q4 2024
Added 156.23%
|
|
|
Mascagni Wealth Management, Inc.
Clinton, MS |
Apr 22, 2025 Q1 2025 |
42,776
shares
|
$1.33 Million
1.26% of portfolio
|
Q1 2025
Reduced 1.62%
|
|
|
Cozad Asset Management Inc
Champaign, IL |
May 07, 2025 Q1 2025 |
42,239
shares
|
$1.31 Million
0.13% of portfolio
|
Q1 2025
Added 7.67%
|