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 433 institutions that hold shares in the stock, with a total of 169 Million shares, which have been reported (via 13F filing form) to have a value of $4.79 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Fermata Advisors, LLC
Sonoma, CA |
Apr 10, 2025 Q1 2025 |
29,417
shares
|
$836,619
0.18% of portfolio
|
Q1 2025
New holding
|
|
|
Element Wealth, LLC
|
Feb 03, 2025 Q4 2024 |
29,082
shares
|
$827,092
0.48% of portfolio
|
Q4 2024
Added 52.77%
|
|
|
Clarity Capital Partners LLC
Newport Beach, CA |
Jan 29, 2025 Q4 2024 |
28,524
shares
|
$811,222
0.45% of portfolio
|
Q4 2024
Added 6.57%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Apr 09, 2025 Q1 2025 |
28,110
shares
|
$799,448
0.07% of portfolio
|
Q1 2025
Added 112340.0%
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Jan 08, 2025 Q4 2024 |
27,614
shares
|
$785,342
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Alliance Wealth Advisors, LLC
|
Apr 11, 2025 Q1 2025 |
27,171
shares
|
$772,743
0.42% of portfolio
|
Q2 2024
Reduced 1.03%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Feb 14, 2025 Q4 2024 |
27,000
shares
|
$767,880
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Pfg Advisors
|
Feb 07, 2025 Q4 2024 |
26,926
shares
|
$765,775
0.05% of portfolio
|
Q4 2024
Reduced 3.22%
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Feb 13, 2025 Q4 2024 |
26,245
shares
|
$746,407
0.03% of portfolio
|
Q4 2024
Reduced 19.94%
|
|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
25,837
shares
|
$734,804
0.0% of portfolio
|
Q4 2024
Added 2.72%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Feb 10, 2025 Q4 2024 |
25,829
shares
|
$734,576
0.02% of portfolio
|
Q4 2024
Added 4.38%
|
|
|
Trilogy Capital Inc.
|
Jan 27, 2025 Q4 2024 |
24,755
shares
|
$704,032
0.04% of portfolio
|
Q4 2024
Added 8.74%
|
|
|
Synergy Financial Group, LTD
|
Feb 04, 2025 Q4 2024 |
24,204
shares
|
$688,361
0.65% of portfolio
|
Q4 2024
Added 12.1%
|
|
|
Ewg Elevate Inc.
|
Apr 09, 2025 Q1 2025 |
23,711
shares
|
$674,340
0.29% of portfolio
|
Q4 2024
Added 4.84%
|
|
|
Kestra Investment Management, LLC
Austin, TX |
Jan 31, 2025 Q4 2024 |
23,629
shares
|
$672,008
0.03% of portfolio
|
Q4 2024
Added 15.41%
|
|
|
Balboa Wealth Partners
Newport Beach, CA |
Feb 10, 2025 Q4 2024 |
23,458
shares
|
$667,145
0.17% of portfolio
|
Q4 2024
New holding
|
|
|
Hazlett, Burt & Watson, Inc.
|
Feb 12, 2025 Q4 2024 |
23,424
shares
|
$666,178
0.32% of portfolio
|
Q4 2024
Added 22.02%
|
|
|
Signature Estate & Investment Advisors LLC
|
Feb 11, 2025 Q4 2024 |
23,264
shares
|
$661,628
0.02% of portfolio
|
Q4 2024
Added 32.76%
|
|
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
Apr 15, 2025 Q1 2025 |
23,165
shares
|
$658,812
0.1% of portfolio
|
Q1 2025
Added 0.18%
|
|
|
Paragon Private Wealth Management, LLC
|
Feb 07, 2025 Q4 2024 |
22,766
shares
|
$647,465
0.33% of portfolio
|
Q4 2024
New holding
|
|
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
Apr 18, 2025 Q1 2025 |
22,538
shares
|
$640,980
0.31% of portfolio
|
Q1 2025
Added 21.17%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
22,088
shares
|
$628,182
0.0% of portfolio
|
Q4 2024
Added 0.45%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Feb 12, 2025 Q4 2024 |
21,975
shares
|
$624,969
0.0% of portfolio
|
Q4 2024
Added 6.29%
|
|
|
Mach 1 Financial Group, LLC
Bentonville, AR |
Feb 13, 2025 Q4 2024 |
21,042
shares
|
$598,434
1.19% of portfolio
|
Q4 2024
Reduced 92.8%
|
|
|
Edge Rock Capital LLC
|
Apr 15, 2025 Q1 2025 |
20,510
shares
|
$583,304
0.44% of portfolio
|
Q2 2024
Reduced 2.05%
|