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 375 institutions that hold shares in the stock, with a total of 150 Million shares, which have been reported (via 13F filing form) to have a value of $4.66 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Signature Estate & Investment Advisors LLC
|
Nov 06, 2024 Q3 2024 |
17,524
shares
|
$543,769
0.01% of portfolio
|
Q3 2024
Added 2.68%
|
|
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
Dec 12, 2024 Q3 2024 |
17,380
shares
|
$539,301
0.21% of portfolio
|
Q3 2024
Added 10.84%
|
|
|
Legacy Investment Solutions, LLC
Meridian, ID |
Nov 14, 2024 Q3 2024 |
17,001
shares
|
$527,541
0.36% of portfolio
|
Q3 2024
New holding
|
|
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
Nov 15, 2024 Q3 2024 |
17,001
shares
|
$527,541
0.36% of portfolio
|
Q3 2024
New holding
|
|
|
Holistic Planning, LLC
Nacogdoches, TX |
Jan 24, 2025 Q4 2024 |
16,335
shares
|
$506,875
0.18% of portfolio
|
Q4 2024
Added 57.89%
|
|
|
Allworth Financial LP
|
Oct 23, 2024 Q3 2024 |
16,227
shares
|
$503,523
0.0% of portfolio
|
Q3 2024
Reduced 19.78%
|
|
|
Sovran Advisors, LLC
San Diego, CA |
Jan 29, 2025 Q4 2024 |
16,189
shares
|
$502,344
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Lex Aurum Advisors, LLC
|
Jan 21, 2025 Q4 2024 |
16,089
shares
|
$499,241
0.1% of portfolio
|
Q4 2024
Added 113.58%
|
|
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
Nov 04, 2024 Q3 2024 |
15,811
shares
|
$490,615
0.04% of portfolio
|
Q3 2024
Reduced 2.12%
|
|
|
Lighthouse Wealth Management Inc.
Ashland, OH |
Jan 22, 2025 Q4 2024 |
15,642
shares
|
$485,371
0.44% of portfolio
|
Q4 2024
New holding
|
|
|
Clarus Group, Inc.
|
Jan 29, 2025 Q4 2024 |
15,505
shares
|
$481,120
0.17% of portfolio
|
Q4 2024
Reduced 10.65%
|
|
|
Adamsbrown Wealth Consultants LLC
|
Jan 24, 2025 Q4 2024 |
15,380
shares
|
$477,241
0.16% of portfolio
|
Q4 2024
Added 109.71%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Nov 14, 2024 Q3 2024 |
15,020
shares
|
$466,070
0.01% of portfolio
|
Q3 2024
Added 12.75%
|
|
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
Nov 14, 2024 Q3 2024 |
14,815
shares
|
$459,709
0.18% of portfolio
|
Q3 2024
New holding
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Nov 18, 2024 Q3 2024 |
14,565
shares
|
$451,951
0.04% of portfolio
|
Q3 2024
Reduced 0.48%
|
|
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
Nov 06, 2024 Q3 2024 |
14,543
shares
|
$451,269
0.09% of portfolio
|
Q3 2024
New holding
|
|
|
Owen La Rue, LLC
Elizabethtown, KY |
Nov 12, 2024 Q3 2024 |
14,000
shares
|
$434,420
0.25% of portfolio
|
Q3 2024
Reduced 22.22%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
13,360
shares
|
$414,560
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Signal Advisors Wealth, LLC
Detroit, MI |
Jan 13, 2025 Q4 2024 |
12,914
shares
|
$400,721
0.04% of portfolio
|
Q4 2024
Reduced 4.55%
|
|
|
Mount Yale Investment Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
12,796
shares
|
$397,059
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Apeiron Ria LLC
|
Jan 17, 2025 Q4 2024 |
12,564
shares
|
$389,860
0.11% of portfolio
|
Q4 2024
Added 2.91%
|
|
|
Imprint Wealth LLC
Mount Pleasant, SC |
May 10, 2024 Q1 2024 |
12,509
shares
|
$388,154
0.08% of portfolio
|
Q1 2024
New holding
|
|
|
Golden State Equity Partners
South Coast Metro, CA |
Jan 24, 2025 Q4 2024 |
12,270
shares
|
$380,738
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Advisory Services Network, LLC
|
Nov 14, 2024 Q3 2024 |
11,842
shares
|
$367,457
0.01% of portfolio
|
Q1 2024
Reduced 82.3%
|
|
|
Advisory Resource Group
|
Jan 28, 2025 Q4 2024 |
11,585
shares
|
$359,482
0.09% of portfolio
|
Q4 2024
New holding
|