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 467 institutions that hold shares in the stock, with a total of 185 Million shares, which have been reported (via 13F filing form) to have a value of $6.16 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Signature Estate & Investment Advisors LLC
|
Jul 29, 2025 Q2 2025 |
26,959
shares
|
$899,621
0.02% of portfolio
|
Q2 2025
Added 1.21%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Aug 13, 2025 Q2 2025 |
26,613
shares
|
$888,075
0.01% of portfolio
|
Q2 2025
Added 64.64%
|
|
|
Nwam LLC
Mercer Island, WA |
Aug 07, 2025 Q2 2025 |
26,295
shares
|
$877,464
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Atlas Private Wealth Advisors
Matawan, NJ |
Aug 04, 2025 Q2 2025 |
26,056
shares
|
$869,488
0.11% of portfolio
|
Q2 2025
Reduced 41.99%
|
|
|
Moors & Cabot, Inc.
Boston, MA |
Aug 05, 2025 Q2 2025 |
25,787
shares
|
$860,512
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Worth Asset Management, LLC
|
Oct 17, 2025 Q3 2025 |
25,775
shares
|
$860,111
0.44% of portfolio
|
Q3 2025
Added 4.15%
|
|
|
Alliance Wealth Advisors, LLC
|
Oct 15, 2025 Q3 2025 |
25,604
shares
|
$854,405
0.36% of portfolio
|
Q3 2025
Reduced 0.59%
|
|
|
Kestra Investment Management, LLC
Austin, TX |
Aug 14, 2025 Q2 2025 |
25,478
shares
|
$850,200
0.02% of portfolio
|
Q2 2025
Added 4.22%
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
Aug 13, 2025 Q2 2025 |
25,100
shares
|
$837,586
0.0% of portfolio
|
Q2 2025
Reduced 10.99%
|
|
|
Paragon Private Wealth Management, LLC
|
Aug 14, 2025 Q2 2025 |
24,756
shares
|
$826,107
0.33% of portfolio
|
Q2 2025
Reduced 0.03%
|
|
|
Lvz, Inc.
|
Jul 15, 2025 Q2 2025 |
24,265
shares
|
$809,723
0.11% of portfolio
|
Q2 2025
Added 1.05%
|
|
|
Echo Wealth Management, LLC
|
Jul 21, 2025 Q2 2025 |
23,859
shares
|
$796,174
0.53% of portfolio
|
Q2 2025
Added 91.93%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Oct 17, 2025 Q3 2025 |
23,839
shares
|
$795,507
0.03% of portfolio
|
Q3 2025
Reduced 15.28%
|
|
|
First Trust Advisors LP
Wheaton, IL |
Aug 13, 2025 Q2 2025 |
23,752
shares
|
$792,604
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Ewg Elevate Inc.
|
Oct 07, 2025 Q3 2025 |
23,711
shares
|
$791,236
0.28% of portfolio
|
Q4 2024
Added 4.84%
|
|
|
Leigh Baldwin & Co., LLC
Cazenovia, NY |
Aug 12, 2025 Q2 2025 |
23,419
shares
|
$781,492
0.49% of portfolio
|
Q2 2025
Reduced 23.82%
|
|
|
Concorde Asset Management, LLC
|
May 15, 2025 Q1 2025 |
23,403
shares
|
$780,958
0.38% of portfolio
|
Q1 2025
Reduced 91.76%
|
|
|
Kilter Group LLC
Rhinebeck, NY |
Aug 13, 2025 Q2 2025 |
22,960
shares
|
$766,175
0.33% of portfolio
|
Q2 2025
New holding
|
|
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
Aug 05, 2025 Q2 2025 |
21,880
shares
|
$730,135
0.26% of portfolio
|
Q2 2025
Reduced 2.92%
|
|
|
Clear Creek Financial Management, LLC
|
Jul 23, 2025 Q2 2025 |
21,797
shares
|
$727,365
0.07% of portfolio
|
Q2 2025
Reduced 29.99%
|
|
|
Holistic Planning, LLC
Nacogdoches, TX |
Jul 28, 2025 Q2 2025 |
21,765
shares
|
$726,298
0.2% of portfolio
|
Q2 2025
Added 28.55%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Aug 13, 2025 Q2 2025 |
21,731
shares
|
$725,163
0.0% of portfolio
|
Q2 2025
Reduced 0.13%
|
|
|
Belpointe Asset Management LLC
|
Jul 22, 2025 Q2 2025 |
21,401
shares
|
$714,151
0.03% of portfolio
|
Q2 2025
Reduced 6.38%
|
|
|
Advisory Services Network, LLC
|
Aug 19, 2025 Q2 2025 |
21,078
shares
|
$703,372
0.01% of portfolio
|
Q2 2025
Added 64.04%
|
|
|
Hb Wealth Management, LLC
|
Jul 17, 2025 Q2 2025 |
20,953
shares
|
$699,201
0.01% of portfolio
|
Q2 2025
New holding
|