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 |
|---|---|---|---|---|---|
|
Ameriflex Group, Inc.
Las Vegas, NV |
May 15, 2025 Q1 2025 |
33,449
shares
|
$1.04 Million
0.41% of portfolio
|
Q1 2025
Reduced 58.14%
|
|
|
American Institute For Advanced Investment Management, LLP
|
Apr 16, 2025 Q1 2025 |
31,585
shares
|
$979,135
0.7% of portfolio
|
Q1 2025
Reduced 9.68%
|
|
|
Strategic Financial Concepts, LLC
San Antonio, TX |
Apr 28, 2025 Q1 2025 |
31,468
shares
|
$975,508
0.18% of portfolio
|
Q1 2025
Added 41.84%
|
|
|
Claro Advisors LLC
Boston, MA |
May 12, 2025 Q1 2025 |
31,456
shares
|
$975,136
0.14% of portfolio
|
Q1 2025
Added 4.05%
|
|
|
Columbia Advisory Partners LLC
|
Apr 15, 2025 Q1 2025 |
31,226
shares
|
$968,006
0.92% of portfolio
|
Q1 2025
Reduced 40.72%
|
|
|
Clear Creek Financial Management, LLC
|
Apr 25, 2025 Q1 2025 |
31,136
shares
|
$965,216
0.1% of portfolio
|
Q1 2025
Reduced 8.95%
|
|
|
Santori & Peters, Inc.
|
Apr 24, 2025 Q1 2025 |
31,025
shares
|
$961,775
0.37% of portfolio
|
Q1 2025
Reduced 15.62%
|
|
|
Steel Peak Wealth Management LLC
|
Apr 30, 2025 Q1 2025 |
30,850
shares
|
$956,350
0.04% of portfolio
|
Q1 2025
Added 0.65%
|
|
|
Leigh Baldwin & Co., LLC
Cazenovia, NY |
May 13, 2025 Q1 2025 |
30,740
shares
|
$952,940
0.73% of portfolio
|
Q1 2025
Added 15.95%
|
|
|
Synergy Financial Group, LTD
|
May 14, 2025 Q1 2025 |
30,667
shares
|
$950,677
0.86% of portfolio
|
Q1 2025
Added 26.7%
|
|
|
Balboa Wealth Partners
Newport Beach, CA |
Apr 23, 2025 Q1 2025 |
30,146
shares
|
$934,526
0.23% of portfolio
|
Q1 2025
Added 28.51%
|
|
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
Apr 29, 2025 Q1 2025 |
29,750
shares
|
$922,250
0.37% of portfolio
|
Q1 2025
Added 215.78%
|
|
|
Calton & Associates, Inc.
|
May 15, 2025 Q1 2025 |
29,634
shares
|
$918,654
0.21% of portfolio
|
Q1 2025
Reduced 85.77%
|
|
|
True Wealth Advisors, LLC
|
Apr 10, 2025 Q1 2025 |
29,443
shares
|
$912,733
0.34% of portfolio
|
Q4 2024
Added 1.24%
|
|
|
Fermata Advisors, LLC
Sonoma, CA |
Apr 10, 2025 Q1 2025 |
29,417
shares
|
$911,927
0.18% of portfolio
|
Q1 2025
New holding
|
|
|
Element Wealth, LLC
|
Apr 29, 2025 Q1 2025 |
29,082
shares
|
$901,542
0.48% of portfolio
|
Q4 2024
Added 52.77%
|
|
|
Lighthouse Wealth Management Inc.
Ashland, OH |
Apr 22, 2025 Q1 2025 |
28,284
shares
|
$876,804
0.77% of portfolio
|
Q1 2025
Added 80.82%
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
May 14, 2025 Q1 2025 |
28,200
shares
|
$874,200
0.0% of portfolio
|
Q1 2025
Reduced 89.27%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Apr 09, 2025 Q1 2025 |
28,110
shares
|
$871,410
0.07% of portfolio
|
Q1 2025
Added 112340.0%
|
|
|
Bullseye Investment Management, LLC
|
May 15, 2025 Q1 2025 |
28,041
shares
|
$869,271
1.41% of portfolio
|
Q1 2025
Reduced 7.43%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
27,871
shares
|
$864,001
0.0% of portfolio
|
Q1 2025
Added 7.87%
|
|
|
Fsb Premier Wealth Management, Inc.
|
May 08, 2025 Q1 2025 |
27,388
shares
|
$849,028
0.34% of portfolio
|
Q1 2025
Added 97.08%
|
|
|
Alliance Wealth Advisors, LLC
|
Apr 11, 2025 Q1 2025 |
27,171
shares
|
$842,301
0.42% of portfolio
|
Q2 2024
Reduced 1.03%
|
|
|
One Ascent Financial Services LLC
Birmingham, AL |
May 05, 2025 Q1 2025 |
27,138
shares
|
$841,278
0.05% of portfolio
|
Q1 2025
Added 132.29%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
May 15, 2025 Q1 2025 |
27,000
shares
|
$837,000
0.02% of portfolio
|
Q3 2024
New holding
|