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 |
|---|---|---|---|---|---|
|
Edge Rock Capital LLC
|
Jul 16, 2025 Q2 2025 |
20,510
shares
|
$684,418
0.26% of portfolio
|
Q2 2024
Reduced 2.05%
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
Aug 11, 2025 Q2 2025 |
20,295
shares
|
$677,244
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Spire Wealth Management
|
Aug 04, 2025 Q2 2025 |
20,207
shares
|
$674,307
0.02% of portfolio
|
Q1 2025
Added 132.5%
|
|
|
Sollinda Capital Management LLC
Hickory, NC |
Aug 07, 2025 Q2 2025 |
19,631
shares
|
$655,086
0.16% of portfolio
|
Q2 2025
New holding
|
|
|
Axis Wealth Partners, LLC
East Providence, RI |
Jul 15, 2025 Q2 2025 |
19,571
shares
|
$653,084
0.41% of portfolio
|
Q2 2025
Added 1.14%
|
|
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
Aug 14, 2025 Q2 2025 |
19,411
shares
|
$647,745
0.14% of portfolio
|
Q4 2024
New holding
|
|
|
Castleview Partners, LLC
Dallas, TX |
Oct 10, 2025 Q3 2025 |
18,307
shares
|
$610,904
0.49% of portfolio
|
Q3 2025
Added 2.5%
|
|
|
Winebrenner Capital Management LLC
Louisville, KY |
Aug 01, 2025 Q2 2025 |
18,209
shares
|
$607,634
0.47% of portfolio
|
Q2 2025
Added 4.25%
|
|
|
Adamsbrown Wealth Consultants LLC
|
Jul 08, 2025 Q2 2025 |
17,760
shares
|
$592,651
0.17% of portfolio
|
Q2 2025
Reduced 0.52%
|
|
|
Frontier Wealth Management LLC
Kansas City, MO |
Aug 12, 2022 Q2 2022 |
17,740
shares
|
$591,983
0.01% of portfolio
|
Q3 2021
Added 18.27%
|
|
|
Able Financial Group, LLC
Scottsdale, AZ |
Oct 10, 2025 Q3 2025 |
17,593
shares
|
$587,078
0.14% of portfolio
|
Q3 2025
Reduced 3.66%
|
|
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
Aug 11, 2025 Q2 2025 |
17,442
shares
|
$582,039
0.11% of portfolio
|
Q2 2025
Added 8.33%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Jul 22, 2025 Q2 2025 |
17,427
shares
|
$581,538
0.01% of portfolio
|
Q2 2025
Reduced 23.13%
|
|
|
Assetmark, Inc
|
Aug 04, 2025 Q2 2025 |
17,128
shares
|
$571,561
0.0% of portfolio
|
Q2 2025
Added 306.45%
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
Oct 08, 2025 Q3 2025 |
17,096
shares
|
$570,493
0.08% of portfolio
|
Q3 2025
Reduced 19.4%
|
|
|
Summit Wealth Partners, LLC
Orlando, FL |
Aug 11, 2025 Q2 2025 |
16,595
shares
|
$553,775
0.1% of portfolio
|
Q2 2025
Reduced 1.45%
|
|
|
Lake Street Financial LLC
|
Aug 11, 2025 Q2 2025 |
16,559
shares
|
$552,573
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
Michels Family Financial, LLC
Fort Worth, TX |
Jul 16, 2025 Q2 2025 |
16,205
shares
|
$540,760
0.44% of portfolio
|
Q2 2025
Added 17.17%
|
|
|
Columbia Advisory Partners LLC
|
Jul 23, 2025 Q2 2025 |
16,099
shares
|
$537,223
0.46% of portfolio
|
Q2 2025
Reduced 48.44%
|
|
|
Allworth Financial LP
|
Aug 07, 2025 Q2 2025 |
16,080
shares
|
$536,589
0.0% of portfolio
|
Q2 2025
Reduced 8.53%
|
|
|
Fermata Advisors, LLC
Sonoma, CA |
Oct 09, 2025 Q3 2025 |
16,013
shares
|
$534,353
0.16% of portfolio
|
Q3 2025
Reduced 41.47%
|
|
|
Concentrum Wealth Management
|
May 07, 2025 Q1 2025 |
15,994
shares
|
$533,719
0.18% of portfolio
|
Q1 2025
Added 34.72%
|
|
|
Advisory Resource Group
|
Aug 08, 2025 Q2 2025 |
15,952
shares
|
$532,318
0.12% of portfolio
|
Q2 2025
Reduced 4.15%
|
|
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
Aug 13, 2025 Q2 2025 |
15,516
shares
|
$517,768
0.11% of portfolio
|
Q1 2025
New holding
|
|
|
Clarus Group, Inc.
|
Jul 15, 2025 Q2 2025 |
15,505
shares
|
$517,401
0.19% of portfolio
|
Q4 2024
Reduced 10.65%
|