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 |
|---|---|---|---|---|---|
|
Adamsbrown Wealth Consultants LLC
|
Apr 11, 2025 Q1 2025 |
17,852
shares
|
$553,412
0.17% of portfolio
|
Q1 2025
Added 16.07%
|
|
|
Frontier Wealth Management LLC
Kansas City, MO |
Aug 12, 2022 Q2 2022 |
17,740
shares
|
$549,940
0.01% of portfolio
|
Q3 2021
Added 18.27%
|
|
|
Castleview Partners, LLC
Dallas, TX |
Apr 21, 2025 Q1 2025 |
17,717
shares
|
$549,227
0.48% of portfolio
|
Q1 2025
Added 0.27%
|
|
|
Allworth Financial LP
|
Apr 30, 2025 Q1 2025 |
17,580
shares
|
$544,980
0.0% of portfolio
|
Q1 2025
Reduced 0.96%
|
|
|
Winebrenner Capital Management LLC
Louisville, KY |
Apr 22, 2025 Q1 2025 |
17,467
shares
|
$541,477
0.47% of portfolio
|
Q1 2025
Added 127.08%
|
|
|
New Century Financial Group, LLC
Princeton, NJ |
Apr 16, 2025 Q1 2025 |
16,983
shares
|
$526,473
0.58% of portfolio
|
Q1 2025
Reduced 46.04%
|
|
|
Holistic Planning, LLC
Nacogdoches, TX |
Apr 23, 2025 Q1 2025 |
16,931
shares
|
$524,861
0.17% of portfolio
|
Q1 2025
Added 3.65%
|
|
|
Summit Wealth Partners, LLC
Orlando, FL |
May 06, 2025 Q1 2025 |
16,840
shares
|
$522,040
0.1% of portfolio
|
Q1 2025
Reduced 5.58%
|
|
|
Advisory Resource Group
|
Apr 21, 2025 Q1 2025 |
16,642
shares
|
$515,902
0.12% of portfolio
|
Q1 2025
Added 43.65%
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
Apr 14, 2025 Q1 2025 |
16,229
shares
|
$503,099
0.07% of portfolio
|
Q1 2025
Reduced 20.22%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
May 13, 2025 Q1 2025 |
16,164
shares
|
$501,084
0.01% of portfolio
|
Q1 2025
Added 4.29%
|
|
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
Apr 29, 2025 Q1 2025 |
16,101
shares
|
$499,131
0.1% of portfolio
|
Q1 2025
Reduced 1.26%
|
|
|
Brio Consultants, LLC
|
May 07, 2025 Q1 2025 |
15,994
shares
|
$495,814
0.18% of portfolio
|
Q1 2025
New holding
|
|
|
Concentrum Wealth Management
|
May 07, 2025 Q1 2025 |
15,994
shares
|
$495,814
0.18% of portfolio
|
Q1 2025
Added 34.72%
|
|
|
Founders Financial Securities LLC
|
May 12, 2025 Q1 2025 |
15,933
shares
|
$493,923
0.04% of portfolio
|
Q1 2025
Added 68.66%
|
|
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
May 02, 2025 Q1 2025 |
15,516
shares
|
$480,996
0.11% of portfolio
|
Q1 2025
New holding
|
|
|
Clarus Group, Inc.
|
Apr 24, 2025 Q1 2025 |
15,505
shares
|
$480,655
0.18% of portfolio
|
Q4 2024
Reduced 10.65%
|
|
|
Mount Yale Investment Advisors, LLC
|
Apr 16, 2025 Q1 2025 |
14,914
shares
|
$462,334
0.04% of portfolio
|
Q1 2025
Added 16.55%
|
|
|
Gamma Investing LLC
Foster City, CA |
Apr 07, 2025 Q1 2025 |
14,845
shares
|
$460,195
0.0% of portfolio
|
Q1 2025
Reduced 96.63%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
14,275
shares
|
$442,525
0.03% of portfolio
|
Q1 2025
Reduced 0.28%
|
|
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
May 06, 2025 Q1 2025 |
14,163
shares
|
$439,053
0.07% of portfolio
|
Q1 2025
Reduced 9.14%
|
|
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
Apr 24, 2025 Q1 2025 |
13,920
shares
|
$431,520
0.03% of portfolio
|
Q1 2025
Reduced 2.84%
|
|
|
Lex Aurum Advisors, LLC
|
Apr 14, 2025 Q1 2025 |
13,885
shares
|
$430,435
0.08% of portfolio
|
Q1 2025
Reduced 13.7%
|
|
|
Michels Family Financial, LLC
Fort Worth, TX |
May 15, 2025 Q1 2025 |
13,830
shares
|
$428,730
0.37% of portfolio
|
Q1 2025
Added 6.55%
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Feb 12, 2025 Q4 2024 |
13,738
shares
|
$425,878
0.04% of portfolio
|
Q4 2024
Added 179.23%
|