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 |
|---|---|---|---|---|---|
|
Cozad Asset Management Inc
Champaign, IL |
Aug 12, 2025 Q2 2025 |
41,887
shares
|
$1.37 Million
0.12% of portfolio
|
Q2 2025
Reduced 0.83%
|
|
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
Jul 10, 2025 Q2 2025 |
41,562
shares
|
$1.36 Million
0.48% of portfolio
|
Q2 2025
Added 1.05%
|
|
|
Balboa Wealth Partners
Newport Beach, CA |
Jul 29, 2025 Q2 2025 |
41,309
shares
|
$1.35 Million
0.28% of portfolio
|
Q2 2025
Added 37.03%
|
|
|
Morgan Stanley
New York, NY |
Aug 15, 2025 Q2 2025 |
41,035
shares
|
$1.34 Million
0.0% of portfolio
|
Q2 2025
Added 47.23%
|
|
|
Riverbend Wealth Management, LLC
Myrtle Beach, SC |
Jul 29, 2025 Q2 2025 |
41,006
shares
|
$1.34 Million
0.99% of portfolio
|
Q2 2025
Added 11.72%
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Aug 12, 2025 Q2 2025 |
40,910
shares
|
$1.34 Million
0.04% of portfolio
|
Q2 2025
Added 21.9%
|
|
|
True Wealth Advisors, LLC
|
Jul 03, 2025 Q2 2025 |
40,698
shares
|
$1.33 Million
0.47% of portfolio
|
Q2 2025
Added 38.23%
|
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Jan 15, 2025 Q4 2024 |
40,501
shares
|
$1.33 Million
0.92% of portfolio
|
Q4 2024
Reduced 55.41%
|
|
|
Davenport & CO LLC
|
Jul 22, 2025 Q2 2025 |
40,112
shares
|
$1.31 Million
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Verus Capital Partners, LLC
Scottsdale, AZ |
Aug 07, 2025 Q2 2025 |
39,648
shares
|
$1.3 Million
0.11% of portfolio
|
Q2 2025
New holding
|
|
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
Aug 14, 2025 Q2 2025 |
38,860
shares
|
$1.27 Million
0.34% of portfolio
|
Q2 2025
Reduced 1.15%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
38,585
shares
|
$1.26 Million
0.04% of portfolio
|
Q2 2025
Reduced 18.28%
|
|
|
Summit Wealth Group LLC / CO
Colorado Springs, CO |
Aug 13, 2025 Q2 2025 |
38,511
shares
|
$1.26 Million
0.31% of portfolio
|
Q2 2025
New holding
|
|
|
Sovran Advisors, LLC
San Diego, CA |
Jul 09, 2025 Q2 2025 |
37,744
shares
|
$1.24 Million
0.13% of portfolio
|
Q2 2025
Added 62.26%
|
|
|
Larson Financial Group LLC
|
Aug 08, 2025 Q2 2025 |
37,530
shares
|
$1.23 Million
0.05% of portfolio
|
Q2 2025
Added 1.91%
|
|
|
Ever Source Wealth Advisors, LLC
|
Aug 13, 2025 Q2 2025 |
36,865
shares
|
$1.21 Million
0.06% of portfolio
|
Q2 2025
Added 7.12%
|
|
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
Apr 22, 2025 Q1 2025 |
36,698
shares
|
$1.2 Million
1.25% of portfolio
|
Q1 2025
Reduced 5.36%
|
|
|
Essex Financial Services, Inc.
|
Jul 16, 2025 Q2 2025 |
35,915
shares
|
$1.18 Million
0.08% of portfolio
|
Q2 2025
Added 7.11%
|
|
|
Rda Financial Network
|
Jul 03, 2025 Q2 2025 |
35,913
shares
|
$1.18 Million
0.31% of portfolio
|
Q2 2025
Reduced 31.8%
|
|
|
Clarity Capital Partners LLC
Newport Beach, CA |
Jul 21, 2025 Q2 2025 |
35,065
shares
|
$1.15 Million
0.4% of portfolio
|
Q2 2025
Reduced 11.88%
|
|
|
Heritage Wealth Management, Inc.
Cincinnati, OH |
Aug 14, 2025 Q2 2025 |
34,435
shares
|
$1.13 Million
0.35% of portfolio
|
Q2 2025
Reduced 7.17%
|
|
|
Creative Planning
Overland Park, KS |
Aug 08, 2025 Q2 2025 |
33,968
shares
|
$1.11 Million
0.0% of portfolio
|
Q2 2025
Added 218.02%
|
|
|
Quad Cities Investment Group, LLC
Davenport, IA |
Jul 11, 2025 Q2 2025 |
33,847
shares
|
$1.11 Million
0.51% of portfolio
|
Q4 2024
Added 3.51%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
Aug 14, 2025 Q2 2025 |
33,559
shares
|
$1.1 Million
0.0% of portfolio
|
Q2 2025
Reduced 2.81%
|
|
|
Wagner Wealth Management, LLC
Greenville, SC |
Jul 17, 2025 Q2 2025 |
33,537
shares
|
$1.1 Million
0.35% of portfolio
|
Q2 2025
Reduced 16.35%
|